Does Quickbooks Self-Employed work with Quicken Classic Home & Business?

ron28 · ‎September 15, 2025

I'm already using Quicken Classic Business & Personal. Will it work with QuickBooks Self-Employed?

jenop2

QuickBooks Self-Employed automatically retrieves 90 days' worth of transactions from your bank account, ron28.

Depending on the financial institution, this period may extend to a full year. For transactions beyond the default download window, you can ask or download a CSV copy of the transactions from your bank's website. Then, manually import it into QBSE.

First, make sure that the file follows the correct format for the import to be successful. Follow Format CSV files in Excel to get bank transactions into QuickBooks.

Next, follow these steps on how to import the file if you decide to proceed:

Click the Gear icon and select Import transactions.
Choose an account and click Import older transactions.
Follow the succeeding steps to import the file.

import bank qbse.png

After that, you can check out this article on how to assign categories after importing them: Categorize transactions in QuickBooks Self-Employed.

The Community is always here if you need anything else.

View solution in original post

JoelES

QuickBooks Self-Employed (QBSE) does not directly work with Quicken Classic Home & Business, ron28.

QBSE and Quicken Classic are separate tools with distinct purposes. Originally under Intuit, Quicken is now managed by another company, so they don’t easily integrate or share data.

Quicken Classic handles personal finances and small business tasks like invoicing and tax reporting, while QuickBooks Self-Employed specializes in business expense tracking, mileage, and tax preparation for freelancers.

If you choose to switch from Quicken to QuickBooks, you can migrate your data, but the process is complex and one-way. Typically, you would need to export data from Quicken to a CSV file and then import that file into QuickBooks as an alternative.

For more information about the various functionalities and uses of QBSE, please refer to this article: Overview of QuickBooks Self-Employed.

Please feel free to comment here again if you need any further assistance with QuickBooks.

SIAB

@ron28

Do you need to convert data from Quicken to QuickBooks, or else?

ron28

Thanks for asking. I'm not sure yet if I need to convert my Quicken data to QuickBooks. It would depend on how far back in time QuickBooks can go to retrieve my data from banks, credit card companies, investment accounts, etc.

ron28

Thanks for your explanation. Migrating my data from Quicken to QuickBooks sounds iffy. How far back in time can QuickBooks retrieve data from my banks, credit card companies, investment accounts, etc?

SIAB

You may have 3 options

1. Convert data to old QB Desktop with a non subscription license to lower your cost.

2. Convert data to QB Desktop as the first step and convert it again to QB Online if you prefer a cloud based app to manage your data.

3. If you still want to use QB Self-Employed, you can't convert data from Quicken. It's best to ask your bank and financial institution what file formats you can download from them.

jenop2

QuickBooks Self-Employed automatically retrieves 90 days' worth of transactions from your bank account, ron28.

Depending on the financial institution, this period may extend to a full year. For transactions beyond the default download window, you can ask or download a CSV copy of the transactions from your bank's website. Then, manually import it into QBSE.

First, make sure that the file follows the correct format for the import to be successful. Follow Format CSV files in Excel to get bank transactions into QuickBooks.

Next, follow these steps on how to import the file if you decide to proceed:

Click the Gear icon and select Import transactions.
Choose an account and click Import older transactions.
Follow the succeeding steps to import the file.

import bank qbse.png

After that, you can check out this article on how to assign categories after importing them: Categorize transactions in QuickBooks Self-Employed.

The Community is always here if you need anything else.

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Does Quickbooks Self-Employed work with Quicken Classic Home & Business?