I have used Quicken since 1982. I just started quickbooks online today, how do I convert my quicken files into quickbooks

You've come to the right person, userdot-gremaux.

I've just got the steps you'll need converting your Quicken data into QuickBooks Online. All we need to do is to export it into a CSV file, and then import it into QBO. 

To import Quicken file into QBO:

1. From your QBO company, select the Settings icon from the top right.
2. Under Tools, select Import Data.
3. Select the type of list that you want to import.
4. Select 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. Use the dropdown menus to map the fields. Select Next.
7. Review all the entries that you’ll import.
8. Select Import.

Once data are successfully imported, you can proceed to connecting your bank account and setting up bank rules to categorize your transactions. This is to ensure they go into the appropriate accounts.

These steps are sure to help you convert your Quicken data into QuickBooks Online in no time!

Please don't hesitate to let me know if you should have any questions about this. Keep safe!

@userdot-gremaux 

Which Quicken year version do yo have? You may have 2 options:

1. Utilize TPImporter

https:// transactionpro.grsm.io/qbo

2. Purchase a 3rd party conversion service

I am considering transitioning to Quick Books on line. I have 20 years of Quicken Data for my business. Do I transfer all twenty years or a lesser amount of years? Before I begin to transfer this data should I make sure my chart of accounts on quick books has all the same accounts I have on quicken.

Thanks for considering to transition from Quicken to QuickBooks Online (QBO), @Shelly1818. I'm here to share details as to how you can transfer your data accordingly.

You're in control of how much data or amount of years you're going to transfer from Quicken to QBO. Yes, you'll have to make sure your Chart of Accounts (COA) on QBO has all the same ones you have with Quicken. This way, you can keep your financial data accurate.

Once your Excel spreadsheets (CSV file) are ready after exporting them from Quicken, import them in a specific order to QBO. To do this, go to the Gear icon, then select the Import Data tool. Then, you can follow the on-screen steps to complete the process.

Also, I'm adding this article to answer the most frequently asked questions about importing data to QBO: Common questions about importing data to QuickBooks Online. It includes topics about the information you can import and links that provides the step-by-step guide in importing each spreadsheet in order.

Please don't hesitate to keep me posted on how it goes. Let me know in the comments if you have other importing concerns in QBO. I'm always around to help. Stay safe, and I wish you continued success, @Shelly1818.

@Shelly1818 

Which Quicken year version do you have?

I need help converting as well.  How does this conversion tool work?  thanks!!

It’s great to see you here, @jeansampson818. I’ll walk you through the steps on converting your Quicken data and importing them into QuickBooks Online.

First off, we’ll need to export your Quicken data into a .csv format file. Next, let’s import it into QuickBooks. I’ll show you how:

1. Sign in to your QuickBooks account.
2. Go to the Gear icon, then Import Data.
3. Choose the type of list that you want to import.
4. Select Browse. Locate the .csv file and click Open. You can also select Download a sample file and use it as a sample template.
5. Click Next. On the Map data page, ensure there’s a green checkmark on the fields so that QuickBooks recognizes it. Otherwise, you’ll see No Match.
6. Use the dropdown menus to map the fields. Select Next.
7. Review all the entries.
8. Press Import.

Once done, you can now connect your bank account. From there, your transactions will be automatically downloaded so you won’t have to enter them manually.

You’ll want to consider using bank rules to categorize your transactions. This will help you speed up the review process.

Stay in touch with me by commenting below if you have additional questions about the exporting process or with managing your transactions within the program. I'll be right here to guide you.

Thanks for your reply, however, downloading Quicken data to CSV is no longer an option...

Hello jeansampson818, appreciate you for getting back to this thread.

There's one thing we can do when the CSV file is no longer supported in Quicken. 

We can look for a third-party application that allows you to bring your data from Quicken to QuickBooks Online. There are a number of applications that we can use. However, we're unable to recommend one. I'd recommend clicking on this link: QuickBooks Apps Store. From there, browse and search for any application relevant to your needs. Before you get the app, I'd recommend checking the application's Overview, Pricing, Reviews, and FAQs. Once done, you can click the Get app now button.

Here are some of the links I've collected where you can get more tips and information about handling bank transactions and other help related to QuickBooks:

• Find help with bank feeds and reconciling accounts.
• QuickBooks Helpful links.

Let me know if you have done it successfully. I'm just right here if you still need my assistance with managing data within your QuickBooks Online company, jeansampson818. Bye for now and stay safe!

@jeansampson818 

Which Quicken year version do you have?

You may need to convert data to QB Desktop as the first step. Another option, purchase a 3rd party conversion service to convert data directly to QB Online.

It's the most recent version. Can you recommend a 3rd party service?

@jeansampson818 

Click our username and you can send a private message to us for assistance.

trying to migrate from Quicken desktop to Quickbooks online as well. Very frustrating process so far. Evidently there is conversion software that no one dare mention here and Google searches have not helped. Not super helpful.

Quicken and QUICKbooks are 2 separate things.  This thread is for Quicken.  

Are you for sure converting QUICKEN, or is it actually Quickbooks Desktop?  

My guess is Quickbooks.  And that would be why the information in this thread isn't helpful to you. 

@ttdogs 

Which Quicken (not QuickBooks Desktop) year version do you have?