How do I transfer Quicken data to Quickbooks Online

Hello there, @leta-comer. I hope you're having a great week so far.

All you'll need to do is convert your Quicken data into a CSV file, then import the file into QuickBooks Online. Once the data goes in, then you can set up Banking Rules to update the transactions to organize your account by Payee and Categories. I've got the perfect Community Article that explains each step in detail on how to transfer Quicken data to QuickBooks Online with ease: Convert a Quicken file into a QuickBooks Online company file. 

If you hit any bumps along the way, please don't hesitate and reach back out! I'm here if you need me. Have a great rest of your week.

@leta-comer 

Explore to open your Quicken data file on trial license of Quicken 2020, install the trial licene of QuickBooks Pro 2020 to import the file, then migrate it to QB Online. Make sure to click the Buy button to get the discounted price for up to 6 months. If you purchase from the trial account, you have to pay the regular price.

https://quickbooks.grsm.io/US

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Another option, utilize the 3rd party tool to import your CSV data into QBO

https://transactionpro.grsm.io/qbo

I keep seeing "Export your Quicken data to a file in .csv format", but there is no obvious way to do that from Quicken; CSV is not one of the export format choices.  I started the Trial for QBOL, but can't see an obvious way to get my Quicken Data into it.

@bullmoon 

Which Quicken year version do you have?

Welcome to the Community, bullmoon.

If the instructions about moving your Quicken data to QuickBooks Online didn't work, I recommend contacting Quicken Support. They can best handle issues when converting files from them to QBO.

Since you'll be switching to a new platform, these articles can help you learn more about how QuickBooks Online works:

• All QuickBooks Tutorials.​
• QuickBooks Webinars.
• Help Articles.

Of course, you're always welcome to visit us again if you need help while working with QuickBooks. It will be my pleasure. Stay safe and have a great day ahead!

What exact reports do you export from Quicken? I can't find any guidance on that.

What exact report do you export from Quicken? I can't find any guidance on that.

Thanks for joining us here, @mrmatheny.

I'll share some information about importing Quicken reports. Since Quicken is a third-party program for personal accounting and budgeting when you export you're not just exporting a specific report but your Quicken data. This way, you won't need to start over. 

Here are the Quicken data that you need to export:

• Report Data
• Financial Data
• Copy Quicken transactions

Once you're done, all you have to do is import the file into QuickBooks. Here's how:

1. Sign in to QuickBooks.
2. Go to Gear then select Import Data.
3. Choose the type of list that you want to import.
4. Then, Browse. Find the .csv file, then tap Open.
5. Tick Next. The Map data page appears. There’s a green checkmark on the fields that QuickBooks recognizes. Otherwise, you’ll see No Match.
6. Use the dropdown menus to map the fields. Then, Next. Review all the entries that you’ll import.
7. Click Import.

For details about transferring the file, check out this guide: Move your Quicken data to QuickBooks Online.

I'm also attaching this link here to help you along: Your First Hour with QuickBooks Online.

Keep me posted if you still have questions or concerns with Quicken and QuickBooks files. I'm more than happy to assist you. Take care and have a nice day ahead.

@mrmatheny 

Do you need to migrate data from Quicken to QB Online, or else?

Yes, from Quicken to QB online.

@mrmatheny 

Which Quicken year version do you have? You can utilize the trial license of QB Desktop to convert your data from Quicken and migrate it to QB Online.

https:// quickbooks.grsm.io/US

https:// quickbooks.grsm.io/us-promo

Quicken is single entry. How can that data be imported into Quickbooks double entry (journal) system?

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@Jim4123  wrote:

Quicken is single entry. How can that data be imported into Quickbooks double entry (journal) system?

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Let the converter tool work

Let me help you import Quicken data to QuickBooks Online (QBO), Jim4123.

We'll need to convert your Quicken data into a CSV file and import the file into QBO. Once done, we can set up Banking Rules to update the transactions to organize your account by Payee and Categories. Here's how to import: 

1. Sign in to QuickBooks Online.
2. Click the Gear icon on the top menu. 
3. Tap Import Data.
4. Select the type of list that you want to import.
5. Hit Browse. Find the .csv file, then press Open.

Then, select Download a sample file and use it as a sample template.

1. Select Next. The Map data page appears. There’s a green checkmark on the fields that QuickBooks recognizes. Otherwise, you’ll see No Match.
2. Use the dropdown menus to map the fields. Hit Next.
3. Review all the entries that you’ll import.
4. Press Import.

If you run into problems with converting your file, you can contact Quicken support for help. For details about transferring the file, check out this article: Move your Quicken data to QuickBooks Online.

Let me share some resources that you can browse and use as a reference in managing and navigating your QuickBooks account.

• Video Tutorials for QuickBooks Online - You can watch videos that can help you perform the most vital features of the program.
• Small Business Webinars and Trainings - Join our live QuickBooks webinars for more in-depth knowledge on how you can maximize the use of QuickBooks to manage your finances.

Leave a comment below if you have other concerns related to exporting or importing data. The Community and I will be around to help you. Have a great day ahead.

I had a QuickBooks bookkeeper attempt to do this. She downloaded all of my information from 5 separate accounts into one QB account and then attempted to sort and filter it. It turned out to be a big Fiasco and I'm hoping to be able to talk to someone who can help me discern the proper path for this task? 

Can you help me with this and let me know if there is a simpler approach than what I'm experiencing. I'm certain there must be somewhere? 

@jeffsnow61 

She downloaded all of my information from 5 separate accounts into one QB accoun

Do you need to merge data from 5 separate QBO accounts into just one QBO account? or else?

I can see that you've been through a lot moving your Quicken data into QBO, jeffsnow61.

The steps and recommendations from the previous replies are the only ways you can transfer your Quicken file into QuickBooks Online. 

If you need better guidance on converting your data, I suggest contacting our Customer Care Support. They have more tools, like screen sharing, that can help resolve your issue. Go to this link: https://quickbooks.intuit.com/learn-support/help/en-us/contact-us.

Leave a comment below if need more help converting your data in QuickBooks. I'd be happy to assist you further.