Quicken and PanX: Easy to transfer info?

[CooperT]

Does anyone have experience transferring information from PanX into Quicken? I am helping a person with a PanX database who maintains her checking account in Quicken, and it might useful to transfer deposits from a PanX database and import into Quicken. Is that feasible? easy? difficult?

[ScottC]

Hi Tom,
After almost 25 years of being puzzled by the file format for Quickbooks I finally figured out how to have Panorama build an importable transaction file. I would guess the process would be similar. I cover this in fair detail in my post here called Quickbooks Export Solved from about a year ago.

QuickBooks Export Solved

QB’s .IIF format appears to be quite opaque and difficult to figure out, so I used a translator module in Excel to go from Pan to Excel to IIF to QB for the past 10 years or so. Desperation with all that being done on 32 bit software pushed me to figure out a better solution using Pan X directly. By examining sample files I found on the internet that have literally 100 or more elements, I eventually was able to pare down the inputs to the most basic that fit my QB file. If you use Categories, I…

I see there are several utilities and free websites that do the csv to QIF conversion, which would be easier, but figuring it out in Pan was fun once I got down to it. I use this in several utilities for transferring payroll and office expense records. My transactions tend to have the same format, so I didn’t put a lot of time into detecting variable scenarios and adjusting accordingly. Let me know if you would like more info.

[CooperT]

Thanks Scott.