To convert QBO (QuickBooks Online) to Quicken, you will need to follow these steps:
Export your QBO data: Log in to your QuickBooks Online account and go to the "Settings" menu. Select "Export Data" and choose "Reports" or "Lists" depending on what you want to export. Follow the prompts to export your data as a .csv file.
Import your QBO data into Quicken: Open Quicken and go to the "File" menu. Select "Import" and choose "From CSV File." Follow the prompts to import your QBO data into Quicken.
Map your data: Quicken will ask you to map your QBO data to the appropriate fields in Quicken. Follow the prompts to ensure that your data is mapped correctly.
Review your data: Once your data is imported, review it to ensure that everything has been transferred correctly. Make any necessary adjustments or corrections.
Save your Quicken file: Once you are satisfied with your data in Quicken, save your file and continue using Quicken for your financial management needs.
Note that the process of converting QBO to Quicken may vary slightly depending on the versions of QuickBooks Online and Quicken that you are using. Be sure to consult the user guides or support resources for both programs for more detailed instructions.
