BettyJaneB
QuickBooks Team

Other Questions

Hello there, @gvangroningen.

 

I've got the help that you need with importing your Quicken data to QuickBooks Self-Employed.

 

At this time, importing a Quicken file directly to QuickBooks Self-Employed isn't an option to us. You'll need to turn your Quicken file into a .CSV file first, to make the import process possible.

 

During the conversion, you'll need to make sure all amounts are correct, and there are no duplicates and blank lines to avoid interruptions.

 

To import your file:

  1. Select the Gear icon at the top.
  2. Select Imports.
  3. Select Import older transactions on the right for the account you want the transactions to belong to.
  4. Follow the instructions onscreen to finish importing your data.
  5. Select Import.

You may also see this article to give you more details about the processImport transactions from other sources.

 

If you need further assistance importing the transactions, just leave a reply below and we'll take it from there. Have a great weekend!