Learn how to bring your Quicken data into QuickBooks Online.
Quicken is a third-party program for personal accounting and budgeting. If you’re switching from Quicken to QuickBooks Online, you can import your data so you won’t need to start over. Here’s how.
If you use QuickBooks Desktop, learn how to convert your Quicken data to QuickBooks Desktop.
Step 1: Export your Quicken data to a file
Export your Quicken data to a file in .csv format so you can import it in QuickBooks. If you run into problems with converting your file, you can contact Quicken support for help.
Step 2: Import the file into QuickBooks
- Sign in to QuickBooks.
- Select Settings ⚙, then Import Data.
- Select the type of list that you want to import.
- Select Browse. Find the .csv file, then select Open.
Note: 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.
Step 3: Connect your bank account
After you successfully import your data into QuickBooks, you can connect your bank account. Then, categorize your transactions using bank rules so they go in the right accounts.
What’s next?
Your company is now set up. Here’s a guide on how to get started in QuickBooks Online.
FAQs
Export your Quicken data to a file in . csv format so you can import it in QuickBooks. If you run into problems with converting your file, you can contact Quicken support for help.
What to expect when moving from desktop to online QuickBooks? ›
The data you have in QuickBooks Desktop can be transferred to QuickBooks Online. However, not all features or reports are available in both versions. You'll want to export any custom reports you've created in QuickBooks Desktop before making the switch.
Can you convert a QFX file to QBO? ›
QFX2QBO Convert is a single step financial data translator to convert from QFX format (suitable for Quicken® software) to QBO format (suitable for QuickBooks® software). Use QBO2QFX Convert when you need to import transaction data into QuickBooks and are only able to download QFX format from your bank.
How do I sync Quicken desktop to online? ›
Within your desktop software, click the Mobile & Web tab. Click Sync Now. If prompted, enter your password. Depending on how you've set things up, this may either be your Password Vault password, or your Quicken ID password.
What types of information will not migrate to QuickBooks Online? ›
QuickBooks Online currently doesn't support custom fields on customers, suppliers, employees or items, so they do not convert. In QuickBooks Online Essentials and Plus, you can add up to three custom fields on sales forms and transactions themselves.
What are the 3 primary ways to migrate data to QuickBooks Online? ›
This comprehensive guide will explore three primary methods to migrate client data to QuickBooks Online: manual data entry, utilizing IIF files, or leveraging a conversion service or external application like SaasAnt Transactions.
Is it worth switching to QuickBooks Online? ›
QuickBooks Online gives you a modern, streamlined, intuitive design that simplifies tasks and makes it easier to avoid mistakes. Freedom to work from anywhere, on any device. For an additional fee, you can hire a QuickBooks-certified bookkeeper to do your books for you. Unavailable for desktop.
Is it hard to switch to QuickBooks Online? ›
No matter which version of QuickBooks Desktop you're using, you can switch to QuickBooks Online quickly and seamlessly. With our online migration tool, you can move all your data or move only what's key—like balances and specific lists. If you need help, we can migrate your data for you at no additional cost.
How long does it take to convert QB desktop to online? ›
The migration to QuickBooks Online takes about 30 minutes to complete. Make sure to keep QuickBooks Desktop running until the migration is done.
What is the difference between QIF and QFX? ›
QFX format is easier to work with, but QFX does not import categories or tags. QIF does import categories, tags, and also cash accounts, but is harder to use.
Once the statements are located, there is typically an option to download them in various formats such as . QBO or . QFX, which are supported by Quickbooks Desktop. It is essential to ensure that the format chosen is compatible with Quickbooks to facilitate a smooth and accurate import of the data.
Can I import transactions into QuickBooks Online? ›
When you connect your bank and credit card accounts, QuickBooks automatically downloads transactions up to a certain date. However, you can manually upload transactions if you want to enter old transactions, can't find your bank, or connect it to QuickBooks.
How do I transfer data from Quicken? ›
How do I move/transfer my Quicken data file from one computer to another? [Support Article] Install Quicken on your new computer, then save your Quicken data file backup on an external drive or Dropbox. Move your Quicken backup file to the new computer, then open Quicken and restore the backup file.
Can Quicken be accessed online? ›
You can access Quicken on the Web directly through app.quicken.com/login or go to Quicken.com > Sign In > Quicken on the Web. Remember to use your Quicken ID to sign in.
Can I import Quicken data? ›
Quicken allows you to import data from select financial institutions, applications, and other versions of Quicken.
