Thank you for taking the time to provide a comprehensive and detailed account of the challenges you faced while converting your data from Quicken to QuickBooks Desktop, Laperna. Your thorough explanation sheds light on the specific problem and helps us understand the broader context of the difficulties you were dealing with.
When converting from Quicken to QuickBooks, you may have encountered an unexpected behavior from the program that caused the conversion of your customers and vendors, along with their data, not to have been executed properly. Although there's a way to convert customers into vendors and transfer their transactions, this approach would be inefficient when dealing with a lengthy list of names and transactions since you'll need to manually inactivate the customers and add new vendors, then recreate all the transactions to the vendor side. It's advisable to redo the conversion process to rectify this issue. Here's how:
Once done, you can start converting using the Conversion Utility in QuickBooks. Please refer to the steps below:
For more information, refer to this article: Convert Quicken data to QuickBooks Desktop.
The measures outlined above should help you overcome the current challenges and align your data effectively. By implementing these strategies, you should be able to achieve a smoother and more accurate data integration process. If you have any further questions, encounter additional issues, or need clarification on any of the steps, please add a reply below. I look forward to ensuring a seamless transition and optimal use of your data in QBDT.