Drivers Daily Log Program (DDL) - ddlsoftware.com - Trucker's Duty Status Log Software and more. Includes New USA 2005 & Canada 2007 Rules. to see a list of all supported rules go to Rules Supported

                       

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FAQ -- Exporting DDL Eexpenses and Revenue records to Quicken

Below you will find questions and answers for common problems, and emails that we have received from drivers. Simple click on the Question (Blue Link), and you will be taken to that question area.

Q: I have Quicken 2005,or later  can I still export my DDL Expenses/Revenue?

A: Yes, as long as it is not to a Checking, or Investment account. Cash accounts will still work fine.

Q: I use Quicken can I use the expense and revenue records I have created in DDL without having to re-input all that data?

A: Yes, you can EXPORT the data from DDL  and then IMPORT the data into your Quicken Account.

Q:  How do I EXPORT/IMPORT my DDL Data (Revenue/Expense information) into my Quicken Account?

A:  Follow the steps below.  It is recommend that you print this out so you can see the screens.  Note : This will print 11 pages.  To print just the information without pictures click red link Quicken without Pictures   (4 pages)

             Very Important - These accounts and categories must match what you as the user have already ‘set up’ in Quicken to track your Income and Expenses and any Accounts you might have created.  If you Import an Income/Expense category into Quicken that has not been created for Quicken, you will be given the opportunity by Quicken to create that category.

      To export your data from DDL to Quicken follow the following steps: (Use the following steps for both Revenue and Expense Data.  You will have two files one called Revenue and the other call Expense)

 

 Example:

To create a Expense file. The same procedures will apply to create a Revenue file just replace "Expense" with "Revenue".

 

1.      Open DDL

2.      Go to Reports

3.      Select Expense Reports

4.      Choose the Dates you want to include in the report.

5.      Press Build Report

6.      Press QIF… Button  (#7)

7.     

8.      A Dialog box will open to save and name the report.  (#9)

9.     

10.  It is recommended that you save the file in the QO2FILES Directory under Quicken folder as to be able to import into quicken. Note once you have saved a report the next time it will automatic use this folder. You can overwrite the old file each time, or rename to a new name, just remember which one is the latest one..

 

11.  Now do the same for your Revenue Report as above.

 

12.  Close DDL and Open Quicken

 

13.  Open File

 

14.  Open Import and choose QIF File.  (#15)

 

15. 

 

16.  If you saved the file in the QO2FILES Directory Then press Browse.  (#17)

 

17. 

 

18.  Choose Browse

 

19.  Choose the Expense Account.  (#20)  ** You will find Expense and Revenue files created with DDL here.  If you saved them as another name or place just browse to where they are located.  **

 

20. 

 

21.  Press OK.  (#22)

 

22. 

 

23.  If the box comes up account does not exist, check you name on the account, If you know this is a new account just press yes.  Quicken will create this account.  (#24)

 

24. 

 

25.  If a box saying “Unrecognized category or class found. Create new categories and classes for import items?” comes up press Yes  (#26)

26.

 

26.  That’s it a box will show “Successfully imported xx item's).  xx being the number of items imported.

27.  Just repeat the directions for Revenue.

 

The Revenue Report will prepare a report based on the revenue records entered by the user.

A revenue report can be generated from Menu/View/Reports/Revenue Report...  Use Revenue Report

 

The Expense Report will prepare a report based on the expense records entered by the user.

An expense report can be generated from Menu/View/Reports/Expense Report...         Use Expense Report

 

Each DDL Revenue/Expense category ‘maps’ to two Quicken Accounts or Income/Expense categories.

When entering a Quicken Account include the leading ‘[‘and the trailing ‘]’.  And include a Quicken account type in the type field.

Example 1:  Expense Account called Expense

Account/Expense Category 1

Account Category:  [IMSAMPLE]

Type if Account:     Bank

 

Account/Expense Category2

Account/Category:  Expense    

Type if Account:

When entering a Quicken Income/Expense category just enter the category and leave the type field blank.

Example 2:       Expense Account with a sub-category called Accounting Services

 

When entering a Quicken Sub-Category use a colon “:” to break apart each sub-category

            Example:  You want to track a Category Called Communications, but there are 4 different sub categories you want to track within Communications. You would use sub-categories to track each and yet get a Total Amounts spent for Communications.

Communications---Category

            Phone Cards---Sub-Category

            Cell Phone-----Sub-Category

            Pager------------Sub-Category

            Internet----------Sub-Category  

 

Back to Top

Customer Support Web Site

iTruck Web Site

What's New

DDL Customer Support Web Site Main Page
New DDL User -- Click here
Need Help Updating your DDL? Click Here.
CSA * 2010 pdf file (Download) Aug 2010 Updated
CSA2010 PSP Drivers Report Card
Canada new  2007 Hours of Service Rules Information

Canada new DDVIR Schedule Information

Sample Reports
DDL On-Line Help System
DOT & FMCSA Information
Commercial DDL
DDL Logs Audit Features
Truck Companies that accept DDL Logs
Installing Ascertia Root Certificate
GPS add on Information
Intra-States Rules (Information)

Other Information

About the Author
Canada Notes
Days Out Information
List of Email Servers that will block DDL email.

Instructions on how to add our email to avoid being blocked by YOUR email provider.

DDL in Hand Held Devices
DDL Data Files and Data Records Specifications
FAQ:
Future DDL Features
Introduction
Links to other Web Sites for Truckers
Looking for a Laptop for DDL
Drivers using DDL Software with GpsGate

Click on Map to see other DDL users locations. (click here to see how to join)

National Traffic and Road Closure Information 
Road Conditions Information
Users Wish List
Truck Load

DDL is a trademark of DDL Software. All other products mentioned are registered trademarks or trademarks of their respective companies.
Questions or problems regarding this web site should be directed to  "Fritz" at  frbjorklund@driversdailylog.com
or "Bruce" at bruce@driversdailylog.com

Use of the Drivers Daily Log Software and this Web site constitutes acceptance of our License Policy, License Requirements, and Privacy Policy.

Copyright © 1998-2013 Drivers Daily Log - Fritz Roland Bjorklund & Bruce A. Luebke.  All rights reserved.
Last modified: Wednesday August 27, 2014.
lsoftware.com/examplelogs.htm"> USA2004 Examples Logs      DDL On-Line Help System     USA 2004 Hours of Service Information Help   Canada Rules Changes   Commercial DDL   DDL Logs Audit Features   Truck Companies that accept DDL Logs

DOT & FMCSA Information   DOT & FMCSA Information

Other Information

  About the Author
  Canada Notes
  Days Out Information
  DDL in Hand Held Devices
DDL Data Files and Data Records Specifications
FAQ:
Future DDL Features
Introduction
Links
Looking for a Laptop for DDL
  National Traffic and Road Closure Information 
  Six Days on the Road
Users Wish List

Other Trucking Software

  Truck Load Balance

 

FAQ -- Exporting DDL Eexpenses and Revenue records to Quicken

Below you will find questions and answers for common problems, and emails that we have received from drivers. Simple click on the Question (Blue Link), and you will be taken to that question area.

Q: I have Quicken 2005,or later  can I still export my DDL Expenses/Revenue?

A: Yes, as long as it is not to a Checking, or Investment account. Cash accounts will still work fine.

Q: I use Quicken can I use the expense and revenue records I have created in DDL without having to re-input all that data?

A: Yes, you can EXPORT the data from DDL  and then IMPORT the data into your Quicken Account.

Q:  How do I EXPORT/IMPORT my DDL Data (Revenue/Expense information) into my Quicken Account?

A:  Follow the steps below.  It is recommend that you print this out so you can see the screens.  Note : This will print 11 pages.  To print just the information without pictures click red link Quicken without Pictures   (4 pages)

             Very Important - These accounts and categories must match what you as the user have already ‘set up’ in Quicken to track your Income and Expenses and any Accounts you might have created.  If you Import an Income/Expense category into Quicken that has not been created for Quicken, you will be given the opportunity by Quicken to create that category.

      To export your data from DDL to Quicken follow the following steps: (Use the following steps for both Revenue and Expense Data.  You will have two files one called Revenue and the other call Expense)

 

 Example:

To create a Expense file. The same procedures will apply to create a Revenue file just replace "Expense" with "Revenue".

 

1.      Open DDL

2.      Go to Reports

3.      Select Expense Reports

4.      Choose the Dates you want to include in the report.

5.      Press Build Report

6.      Press QIF… Button  (#7)

7.     

8.      A Dialog box will open to save and name the report.  (#9)

9.     

10.  It is recommended that you save the file in the QO2FILES Directory under Quicken folder as to be able to import into quicken. Note once you have saved a report the next time it will automatic use this folder. You can overwrite the old file each time, or rename to a new name, just remember which one is the latest one..

 

11.  Now do the same for your Revenue Report as above.

 

12.  Close DDL and Open Quicken

 

13.  Open File

 

14.  Open Import and choose QIF File.  (#15)

 

15. 

 

16.  If you saved the file in the QO2FILES Directory Then press Browse.  (#17)

 

17. 

 

18.  Choose Browse

 

19.  Choose the Expense Account.  (#20)  ** You will find Expense and Revenue files created with DDL here.  If you saved them as another name or place just browse to where they are located.  **

 

20. 

 

21.  Press OK.  (#22)

 

22. 

 

23.  If the box comes up account does not exist, check you name on the account, If you know this is a new account just press yes.  Quicken will create this account.  (#24)

 

24. 

 

25.  If a box saying “Unrecognized category or class found. Create new categories and classes for import items?” comes up press Yes  (#26)

26.

 

26.  That’s it a box will show “Successfully imported xx item's).  xx being the number of items imported.

27.  Just repeat the directions for Revenue.

 

The Revenue Report will prepare a report based on the revenue records entered by the user.

A revenue report can be generated from Menu/View/Reports/Revenue Report...  Use Revenue Report

 

The Expense Report will prepare a report based on the expense records entered by the user.

An expense report can be generated from Menu/View/Reports/Expense Report...         Use Expense Report

 

Each DDL Revenue/Expense category ‘maps’ to two Quicken Accounts or Income/Expense categories.

When entering a Quicken Account include the leading ‘[‘and the trailing ‘]’.  And include a Quicken account type in the type field.

Example 1:  Expense Account called Expense

Account/Expense Category 1

Account Category:  [IMSAMPLE]

Type if Account:     Bank

 

Account/Expense Category2

Account/Category:  Expense    

Type if Account:

When entering a Quicken Income/Expense category just enter the category and leave the type field blank.

Example 2:       Expense Account with a sub-category called Accounting Services

 

When entering a Quicken Sub-Category use a colon “:” to break apart each sub-category

            Example:  You want to track a Category Called Communications, but there are 4 different sub categories you want to track within Communications. You would use sub-categories to track each and yet get a Total Amounts spent for Communications.

Communications---Category

            Phone Cards---Sub-Category

            Cell Phone-----Sub-Category

            Pager------------Sub-Category

            Internet----------Sub-Category  

 

Back to Top

Customer Support Web Site

iTruck Web Site

What's New

DDL Customer Support Web Site Main Page
New DDL User -- Click here
Need Help Updating your DDL? Click Here.
CSA * 2010 pdf file (Download) Aug 2010 Updated
CSA2010 PSP Drivers Report Card
Canada new  2007 Hours of Service Rules Information

Canada new DDVIR Schedule Information

Sample Reports
DDL On-Line Help System
DOT & FMCSA Information
Commercial DDL
DDL Logs Audit Features
Truck Companies that accept DDL Logs
Installing Ascertia Root Certificate
GPS add on Information
Intra-States Rules (Information)

Other Information

About the Author
Canada Notes
Days Out Information
List of Email Servers that will block DDL email.

Instructions on how to add our email to avoid being blocked by YOUR email provider.

DDL in Hand Held Devices
DDL Data Files and Data Records Specifications
FAQ:
Future DDL Features
Introduction
Links to other Web Sites for Truckers
Looking for a Laptop for DDL
Drivers using DDL Software with GpsGate

Click on Map to see other DDL users locations. (click here to see how to join)

National Traffic and Road Closure Information 
Road Conditions Information
Users Wish List
Truck Load

DDL is a trademark of DDL Software. All other products mentioned are registered trademarks or trademarks of their respective companies.
Questions or problems regarding this web site should be directed to  "Fritz" at  frbjorklund@driversdailylog.com
or "Bruce" at bruce@driversdailylog.com

Use of the Drivers Daily Log Software and this Web site constitutes acceptance of our License Policy, License Requirements, and Privacy Policy.

Copyright © 1998-2013 Drivers Daily Log - Fritz Roland Bjorklund & Bruce A. Luebke.  All rights reserved.
Last modified: Wednesday August 27, 2014.