QuickBooks to Quicken Windows Integration

cowanl
cowanl Quicken Windows Subscription Member
edited September 7 in Manage Accounts and Transactions

When I get an invoice from a vendor using QuickBooks I want to have it open my Quicken for Windows, allow me to select the account, create a transaction and save the invoice as an attachment all in one process.

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  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    And how, in what format, do you receive that vendor's invoice? Paper, PDF, Email text, other downloaded file format?

    Does Intuit offer a downloadable data interchange format for Quickbooks-created invoices? If so, more details, please.

    Vendor Invoices in Quicken are typically simplified records, just to create a record of the fact that you have ordered product from someone and need to pay them. Tracking detail would only be required if you need to break down the invoice to more than one different Business Expense categories. Tracking detail for the purposes if inventory tracking ("how many widgets do I have in the warehouse?") is not supported in Quicken.

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Also note that Quicken Inc. and Intuit, the maker of QuickBooks, have been separate companies for several years now, so there is no special reason for them to work together.

    QWin Premier subscription
  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    @cowanl, as I read your post, you're using Quicken, not Quickbooks … is that correct?

    So, why does the software that created that invoice matter, since as previously stated Q and QB have had different owners for a number of years and interoperability between them is almost non-existant.

    How you receive that "otherly" created invoice becomes the key issue here.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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