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Richard
Richard, Financial Specialist
Category: Financial Software
Satisfied Customers: 16836
Experience:  IT professional, resolving issues with financial programs.
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I need to export/transfer 1,600 clients, and their notes, from my address book of Quicken

Resolved Question:

I need to export/transfer 1,600 clients, and their notes, from my address book of Quicken 2007 Basic to some other client database software that is supported (preferably an Apple compatible program). Can you provide some guidance?
Submitted: 1 year ago.
Category: Financial Software
Expert:  Richard replied 1 year ago.
Thanks for your Question. My name is XXXXX XXXXX I look forward to assisting you.

With the address book open in Quicken go to Print (On the Address Book dialog) -> List -> Export to:

Tell me what options you have please.

Customer: replied 1 year ago.

Hello, thanks for your assistance.


I see ASCII disk file, tab-delimited (Excel compatible) disk file, and .PRN (123-compatible) disk file


Not sure what these mean. I'm very computer illitarate :/


 

Expert:  Richard replied 1 year ago.
Thats exactly what I needed Daniel

You want

tab-delimited (Excel compatible) disk file

You will then create a file which has all the client information. This file can be used for virtually any Client database program and email programs just by importing the file (It is a CSV file)

this will allow you to import the Quicken client data into the program you want.

If you would like any additional information or assistance, please do not hesitate to let me know.

And if you can take a second to rate my service, that would be greatly appreciated.

Thank you
Customer: replied 1 year ago.

Thanks! This makes sense. Now I know. This was very helpful.

Expert:  Richard replied 1 year ago.
Your welcome Daniel, it was my pleasure.

If you ever need anything else, please just let me know.

And please remember to rate my service on this answer.

Thank you and all the best.

Richard.

Richard, Financial Specialist
Satisfied Customers: 16836
Experience: IT professional, resolving issues with financial programs.
Richard and other Financial Software Specialists are ready to help you

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