Export Quicken to Excel or Access

How do I export data to an Excel spreadsheet or Access database (for example, so that I can email it to a colleague)?

In addition to creating the standard reports, Quicken Rental Property Manager also lets you export data to a format that can be imported into an Excel or 1-2-3 spreadsheet, Access database, or word processor file. Once exported, you can send the report by email to someone who does not have Quicken Rental Property Manager, but who needs the information in your report (for example, your accountant or bookkeeper).

Export from Quicken Rental Property Manager

1. Create a report as you usually do.
2. Choose File menu > Print.
3. To export a file you can import into Excel or Access, in the Print dialog, select Export to tab separated values file (Excel-compatible).
   To export a file you can import into 1-2-3, in the Print dialog, select Export to .PRN (1-2-3 compatible) Disk File.
   To export a file you can open in a word processor, in the Print dialog select Export to ASCII Disk File.
4. Customize the other settings according to your preferences.
5. Click OK.
   The Create Disk File dialog appears.
6. Navigate to a new folder, if necessary. In the File name field, enter a name for the file. Click Save.

Import to Excel

When you open Excel, choose Data menu > Import External Data > Import Data, and then navigate to the folder where you saved the Quicken Rental Property Manager text file. For more information, see Excel Help.

Import to Access

When you open Access, choose File menu > New to create a new database. When Access prompts you for how you want to create the database, choose to create it by entering data. Then follow the Access procedure for importing external data, navigating to the folder where you saved the Quicken Rental Property Manager text file. For more information, see Access Help.

Sending the Report by Email

Once you have created the selected report as a standalone file, you're ready to send it out. Most email programs allow you to send file attachments; see the instructions for your specific email program to determine how to send a file as an attachment.