I've just got the steps you'll need to convert your Quicken data into QuickBooks Online, asbin-aol-com.
You'll need to export your Quicken data into a CSV format file and then import it into QuickBooks Online.
Here's how to import your data:
- Sign in to your QuickBooks account.
- From your QBO company, select the Settings icon from the top right.
- Under Tools, select Import Data.
- Select the type of list that you want to import.
- Select Browse. Find the .csv file, then select Open.
- Select Next. The Map data page appears. There’s a green checkmark on the fields that QuickBooks recognizes. Otherwise, you’ll see No Match.
- Use the dropdown menus to map the fields. Select Next.
- Review all the entries that you’ll import.
- Select Import.
Once data are successfully imported, you can connect your bank account to download transactions automatically.
You’ll want to consider using bank rules to categorize your transactions. This will help you speed up the review process.
Get back to me if you have other questions about migrating your Quicken data in QBO. I'll be glad to assist you more.
