Exporting accounts from one qdf and importing them into another

I've started looking into this and it sounds like this might not be as easy as I'd assumed it would be.
I have a bookkeeper doing some work for me on some financial bills,
and she'll be entering them into Quicken for me using a different account for each provider. I'd prefer to then import what she's done into my copy of Quicken that has my other non-medical related expenses and investments. It's not that I don't trust her, it's just that those other accounts need some work to be right and I'd rather do those myself.
Can anyone confirm that this can be done? I've searched, but only found older posts that I'm not sure are still relevant. I posted to Quicken.com's online forums and had one response from one of their Senior Contributors, "this is NOT even close to being a simple operation, and is one that I would discourage most users from attempting."
It seems hard to me to believe that something this basic would be hard to do, but I sure don't want to mess things up either.
Can anyone confirm it's something I shouldn't attempt, or can give me the steps to do it if it is something I can do?
Add pictures here
<% if( /^image/.test(type) ){ %>
<% } %>
<%-name%>
Add image file
Upload
none wrote:

What version of Q are you running ?
In my Quicken 2006 - there is still an Export to QIF menu command that allows you to specify accounts, dates, types of data, etc and export to a QIF format..... --> File --> Export --> QIF file (only selection available) --> export menu
Is this still possible in later versions ?
Add pictures here
<% if( /^image/.test(type) ){ %>
<% } %>
<%-name%>
Add image file
Upload
none wrote:

The advice you got was essentially correct, though there were probably some assumptions involved that may not apply to you.
The only method available to accomplish your goal (other than a purely manual effort) is the export/import of QIF files. I see at least three drawbacks to using QIF files for your purpose.
1.) There is no surgical way to export specific transactions. The only selections one can make for exporting transactions are: one specific account or all accounts; and a date range.
2.) When importing QIF files into newer versions of Quicken, there is no longer an "Accept transactions into register" window. This means that the "Status" ("New" or "Match") of all imported transactions is determined by Quicken, and may not be correct and the transactions will all be accepted without you having any control of the process. While you can import non-investment account transactions into a dummy (cash, asset, or liability) account, investigate them in that dummy account, and move them from that dummy account to the appropriate destination account ... you still can not rely on getting a correct "Status" ... and there is no practical way to handle "match" transactions.
3.) As indicated in #2, you can not import investment transactions into anything other than a Quicken investment account. That requires some extra manual pre-processing of the QIF file to allow it to be imported into the investment account. And again, all the transactions will be given whatever Status Quicken decides and accepted automatically.
If all the transactions you are interested in should have a "Status" of "New" and are non-investment account transactions; importing into the dummy Quicken account and moving the transactions should work.
That still leaves the problem of how to get only the desired transactions "exported" to the QIF file.
--
John Pollard
First initial underscore Last name at mchsi dot com
  Click to see the full signature.
Add pictures here
<% if( /^image/.test(type) ){ %>
<% } %>
<%-name%>
Add image file
Upload

BeanSmart.com is a site by and for consumers of financial services and advice. We are not affiliated with any of the banks, financial services or software manufacturers discussed here. All logos and trade names are the property of their respective owners.

Tax and financial advice you come across on this site is freely given by your peers and professionals on their own time and out of the kindness of their hearts. We can guarantee neither accuracy of such advice nor its applicability for your situation. Simply put, you are fully responsible for the results of using information from this site in real life situations.