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testchalk
Level 1

I have Quicken Mac 2022. Is it possible to convert my data for use in Quickbooks Online? If so how?

 
11 Comments 11
DivinaMercy_N
Moderator

I have Quicken Mac 2022. Is it possible to convert my data for use in Quickbooks Online? If so how?

Yes, it is, @testchalk. I'm here to guide you how.

 

To begin the conversion, you'll have to export your Quicken data into a .csv file format. This will allow you to import the data to QuickBooks Online (QBO). If you encounter problems with converting your file, please contact Quicken support for help.

 

Once done, here's how to import the file to QBO:

 

  1. Sign in to QBO account.
  2. Next, go to the Gear icon and choose Import Data.
  3. From there, select the type of list that you want to import.
  4. Click Browse. Find the .csv file, then select Open.
  5. Select Next. The Map data page appears. There’s a green checkmark on the fields that QuickBooks recognizes. Otherwise, you’ll see No Match.
  6. Then, use the dropdown menus to map the fields. Select Next.
  7. Review all the entries that you’ll import.
  8. Once finished, select Import.

 

When the import is completed, you can now connect your bank account. For the detailed steps, please see Step 3 of this article: Move your Quicken data to QuickBooks Online.

 

Once everything is fine, you can browse through this article to help you in navigating your QBO account: Getting Started With QuickBooks Online.

 

I'm always here in the Community if you need further assistance in converting your Quicken file to QBO. Feel free to post your reply below. Have a good one.  

testchalk
Level 1

I have Quicken Mac 2022. Is it possible to convert my data for use in Quickbooks Online? If so how?

I'm getting this error with the csv file after export


Your file does not contain the three required columns: transaction date, memo and amount.

testchalk
Level 1

I have Quicken Mac 2022. Is it possible to convert my data for use in Quickbooks Online? If so how?

I am getting this error when trying to import the CSV file into quickbooks.

 

Your file does not contain the three required columns: transaction date, memo and amount.

LieraMarie_A
QuickBooks Team

I have Quicken Mac 2022. Is it possible to convert my data for use in Quickbooks Online? If so how?

I'll help upload your CSV file right away, @testchalekson.

 

This error message occurs when the mapping of your CSV file is incorrect. QuickBooks Online supports 2 CSV formats. The 4 column format has DateDescriptionCredit (money out), and Debit (money in) columns. The 3 column format has DateDescription, and Amount columns. Using this format, enter the figures for money-out transactions as negative, and positive for money-in.

 

When uploading the file, make sure you have chosen the correct columns in the mapping stage. QuickBooks will not be able to read the data otherwise. You can also read this article for more info: Common errors for importing bank transactions using CSV.

 

I've added this screenshot for your visual reference.
Capture.PNG

 

Here's are some of our helpful articles for more tips in uploading bank transactions to QuickBooks:

 

If you have any other banking questions, please let me know by adding a comment below. I'm always here to help. Have a good one.

Fiat Lux - ASIA
Level 15

I have Quicken Mac 2022. Is it possible to convert my data for use in Quickbooks Online? If so how?

@testchalk 

Did you upgrade your data from an older Quicken version to Quicken 2022?

testchalk
Level 1

I have Quicken Mac 2022. Is it possible to convert my data for use in Quickbooks Online? If so how?

I have been using Quicken Mac 2022 and have upgraded every year for the last several years.

testchalk
Level 1

I have Quicken Mac 2022. Is it possible to convert my data for use in Quickbooks Online? If so how?

Ok.  I changed it to 3 column format.  It is not accepting it now because there are more than 1000 rows.  Do I have to break it into smaller pieces to get it to import?  Also there is no way to import my previous categories from Quicken in to Quickbooks?

Fiat Lux - ASIA
Level 15

I have Quicken Mac 2022. Is it possible to convert my data for use in Quickbooks Online? If so how?

If you just upgraded your file to Quicken 2022, restore your latest backup file of Quicken 2021 and convert it to QB Desktop 2021. You can try to migrate to QB Online later.

SarahannC
Moderator

I have Quicken Mac 2022. Is it possible to convert my data for use in Quickbooks Online? If so how?

I appreciate you for following the recommendation shared by my colleagues above, @testchalk.

 

Please note that you can only import spreadsheets with less than 1,000 rows. Yes, you're right! Splitting your spreadsheet into smaller files and separately importing them will help you bring data successfully to QuickBooks.

 

 After you've performed the steps shared by my colleague DivinaMercy_N, you still need to connect your bank account to categorize your bank transactions. Also, you can take Fiat Lux - ASIA's suggestion.

 

Still, I've added some articles below to get more ideas about using the CSV file format and details about the product.

 

 

If you need more assistance, just let us know by commenting below. I'm right here together with my colleagues to help you, testchalk. Stay safe always.

testchalk
Level 1

I have Quicken Mac 2022. Is it possible to convert my data for use in Quickbooks Online? If so how?

Although I have backups from Quicken Mac 2021, I don't have the app.  I also remember checking for an export option previously and don't recall seeing an option for exporting to Quickbooks in Quicken Mac.

Fiat Lux - ASIA
Level 15

I have Quicken Mac 2022. Is it possible to convert my data for use in Quickbooks Online? If so how?

You may have other options:

1. Prepare your data from Quicken in XLS/CSV. Then utilize an importer tool

https://transactionpro.grsm.io/qbo

 

2. Purchase a 3rd party conversion service.

Contact us in private for details.

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