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Connect with and learn from others in the QuickBooks Community.
Join nowYes, 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:
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.
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.
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.
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 Date, Description, Credit (money out), and Debit (money in) columns. The 3 column format has Date, Description, 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.
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.
Did you upgrade your data from an older Quicken version to Quicken 2022?
I have been using Quicken Mac 2022 and have upgraded every year for the last several years.
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?
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.
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.
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.
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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