Hi there, @erik_koenigs-yah. Let me show you how you can import your data from Quicken into QuickBooks Online.
QuickBooks Online allows you to easily import data that is saved as an Excel or CSV file. By navigating to the Gear icon, then Import data, you'll be able to import the following:
- Bank Data
- Customers
- Suppliers
- Chart of Accounts
- Products and Services
- Invoices
First, export your Quicken data to a file in .csv format so you can import it in QuickBooks.
Once done, follow these instructions to start importing your data:
- Go to the Gear icon, then Import Data.
- Select the type of list that you want to import.
- Select Browse. Find the .csv file, then select Open. You can select Download a sample file and use it as a sample template.
- 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.
These instructions are also available from our guide: Move your Quicken data to QuickBooks Online.
After you successfully import them, you can connect your bank account. Then, categorize your transactions using bank rules so they go into the right accounts.
Should you need any further assistance with categorizing your transactions, please don't hesitate to comment below. I'm always here to help.
