Are you having problems converting your Quicken data into QuickBooks Online?
You can convert your Quicken data into a .csv file first, then import it into QuickBooks Online. Take note that you will need to setup rules in the online banking area to update the transactions once they have been successfully imported to the appropriate bank account to re-associate your payee and categories in QuickBooks Online.
To convert a Quicken file into a QuickBooks Online company file
- Convert your Quicken file into a .csv file.
Note: If you are not sure on how to convert the Quicken data into a .csv file, you may contact Quicken support for further assistance.
- Import your .csv file into QuickBooks Online.On the import page for each of the following list types, you will have an option to download a sample file. You can find it below the browse button. This sample file can be used as a template or to confirm that you have the correct format for the list that you are importing.Note: The Detail Type field is case-sensitive. If the information in this column of your spreadsheet does not match the capitalization that QBO uses, the import button will be grayed out. It will remain grayed out even if you change the Detail Type. If this happens, change the capitalization in your spreadsheet then try the import process again. The steps below also apply when you import Categories as well. While importing Categories, please select Accounts. To import your .csv file:
- Log in to your company.
- Select the Gear icon at the top, then Import Data.
- Select Vendors (or the type of list you want to import)
- Select Browse. Browse to the file, then select Open.
- Select Next.
- Those columns which are not recognized will be marked “No Match”.
- Those columns which have recognized information will be marked with a green check mark.
- Use the drop-down menu to manually map the fields. Select Next once you're done.
- Review all the entries to be imported.
- Select Import.
- Connect your bank account.
- Select Banking from the left menu, then Add account.
- Enter the name of the bank.
- Enter your bank credentials then Sign in.
- Select the link: "We'll import 90 days of transactions. Want a shorter time period?"
- Select 0-days, then select Connect.
- Categorize your downloaded transactions.
- Select Banking from the left menu.
- Select Bank Rules at the top, then New rule.
- Fill in all active fields.
For more information on Bank Feeds, see KB article: Banking rules and recognition for downloaded transactions