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zec
Level 1

importing quicken to quickbooks online

I want to import my quicken data for 2022 into quickbooks online.  I was talking to QB and was eventually transferred to (apparently) the wrong department and ended up no where!  Support is closed today ( and perhaps tomorrow).  currently I believe I have the file as QXF.  I can not see how to upload into QB online.  I did try /use the converter but not see "convert it!" but the conputer showed it doing some thing wiht the file

5 Comments 5
Fiat Lux - ASIA
Level 15

importing quicken to quickbooks online

You can try to  use the trial version for QB Desktop 2022 to convert data from Quicken, then convert it again to QB Online.

Nicole_N
QuickBooks Team

importing quicken to quickbooks online

Hello there, @zec. Thanks for sharing your experience with us.

 

I see the importance of importing your Quicken data to QuickBooks Online (QBO). Don't worry, I can help you achieve this task. 

 

First, you'll need to export your Quicken data to a file in CSV format so you can import it into QuickBooks. Once done, follow the steps below to import the file.

 

  1. Log into your QBO account.
  2. Navigate to the Gear icon, then Import Data.
  3. Select the type of list that you want to import.
  4. Select Browse. Find the .csv file, then select Open. You can also click on Download a sample file and use it as a sample template.
  5. Click Next. The Map data page appears. There is a green checkmark on the fields that QuickBooks recognizes. Otherwise, you will 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.

 

For details about transferring the file, check out this guide: Move your Quicken data to QuickBooks Online.

 

Since you'll be switching to a new platform, these articles can help you learn more about how QuickBooks Online works:

 

Keep me posted if you still have questions or concerns with Quicken and QuickBooks files. I'm more than happy to assist you. Stay safe, and have a nice day.

zec
Level 1

importing quicken to quickbooks online

There does not appear to be a way to save quicken as a .csv file  I also don't see a ioon to click tor importing the quicken account.

These are the options available:

 

 

Bring your existing data into QuickBooks

 
 
Bank Data
 
Customers
 
Vendors
 
Chart of Accounts
 
Products and Services
 
Invoices
 
????
Fiat Lux - ASIA
Level 15

importing quicken to quickbooks online

@zec 

Another option, you can use an importer tool or purchase a 3rd party conversion service.

https://get.transactionpro.com/qbo

 

Adrian_A
Moderator

importing quicken to quickbooks online

Hello there, Zec.

 

I appreciate you for trying the steps shared by my colleague. 

 

Since the option to save Quicken data as CSV isn't available on your end, I'd suggest contacting Quicken support for help. One of their support has the means to look at your account and verify the issue further.

 

Once imported, you may connect the bank account. Then, categorize your transactions using bank rules to ensure they go into the correct accounts.

 

You can also visit this page as a guide to managing QuickBooks Online: Get started with QuickBooks Online.

 

Don't hesitate to post whenever you have concerns. I'll be around to help you.

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