Hi emm,
It's awesome to hear that you're considering making the switch to QuickBooks Online to help run your business! QuickBooks Online has an abundance of features that make it easy to do your books. Since it's a cloud-based software that also means you can access it anywhere you have an internet connection. Let me explain how you can import your data from Quicken into QuickBooks Online.
QuickBooks Online allows you to easily import data that is saved as an Excel or CSV file. By navigating to the Gear icon, then Import data, you'll be able to import the following:
- Bank Data
- Customers
- Suppliers
- Chart of Accounts
- Products and Services
- Invoices
- Journal Entries
- Bills
To ensure that your import is as seamless as possible, download the sample files for each item, found by clicking on the list you want to import. These files help with optimal data organization to suit QuickBooks Online.
When it comes to exporting the data from Quicken, it may be helpful to reach out to their support team. The link below will provide you with some resources to help you export your data, as well as ways that you can contact support.
Welcome to the QuickBooks family! I'm here if you have more questions.
