Importing and exporting

To import QIF information

Before you begin the import process, you must create a file containing the Quicken data you want to import into MYOB FirstEdge -- an import file. See your Quicken documentation to learn how to do this.

1. Make a backup of your company file. (To make a backup)



2. Choose Import Data from the File menu, then choose Quicken (QIF) File from the Import Data sub-menu.



3. A dialog box appears, allowing you to locate the QIF file you want to import. Locate the file, highlight it and click Open. The import process begins.

If you receive an alert message during the import process, the file you attempted to import contained invalid information. See Importing QIF information into FirstEdge to learn which Quicken information is valid.

4. When FirstEdge determines that the QIF file contains the proper data, two situations may occur:

• If all your QIF account information corresponds with FirstEdge accounts, a window will appear, describing the number of records that were imported. This window probably won't appear the first time you import a QIF file; however, when this window appears, the import process is complete.

• If your QIF account information doesn't correspond with FirstEdge accounts, the Choose an Account window will appear. Use the following instructions to work with this window.

5. FirstEdge checks each account in the QIF file when you import the file. If FirstEdge finds an account in the QIF file that doesn't match any FirstEdge account, the Choose an Account window appears. In this window, you'll need to choose an FirstEdge account, or create a new FirstEdge account, to track the information about the QIF account.

When FirstEdge finds an account in the QIF file that doesn't match an MYOB FirstEdge account, the Choose an Account window will display the name of the account in the QIF Account field or QIF Category field. (The QIF Account field will appear if this is the first time you've seen the Choose an Account window; the QIF Category field will appear after the first time you've seen the Choose an Account window.)

In the MYOB Account field, enter the FirstEdge account that best matches the account displayed in the QIF Account field or QIF Category field. If you want, you can click the search icon next to the MYOB Account field to open a search list of accounts to choose from.

6. When the account you want to use is displayed in the MYOB Account field, click OK.

If additional QIF accounts need to be matched with FirstEdge accounts, the Choose an Account window will appear for each QIF account that needs to be matched. Follow the instructions in step 7 for each QIF account until all the accounts are matched.

7. When all QIF accounts are matched to FirstEdge accounts, a window will appear, describing the number of records that were imported.

If some records were skipped during the import process, or if some other event occurred, a message will appear in this window, indicating that the Import Log report was created. This report (titled FirstEdge Import Log) lists information about any problems that occurred during the importing process, as well as information about rejected records.

Note:  The Import Log report is created each time you import

Related topics

• Importing QIF information into FirstEdge
• The Import Log report
• To make a backup