Hi there, @Akita. We can move your data from Quicken to QuickBooks. Let me provide the steps to achieve this.
The first step in converting from Quicken to QBO is to export your data as a .csv file. You can reach out to their support team for guidance. Once done, we can now import the exported file to your QBO account. Follow these steps how:
- Log in to your QuickBooks account.
- Go to the Gear icon and select Import Data.
- Choose the type of list you want to import, and then click Browse.
- Find the .csv file and click Open. Please note that you can Download a sample file to use as a template.
- Select Next. The Map data page is displayed. QuickBooks marks recognized fields with a green checkmark; otherwise, it indicates No Match.
- Use the dropdown menus to map the fields, then select Next.
- Review all entries that you'll import.
- Hit Import.
Additionally, you can visit these links to learn how to connect your bank and categorize them using bank rules:
Moreover, I am happy to inform you that our QuickBooks Live Expert Assisted service is available to help you manage and categorize your transactions. Our experts are eager to share insights and best practices to streamline and improve financial management. Their expertise guarantees a seamless and efficient approach tailored to your specific needs.
Let me know if you still have other concerns about migrating your data. We'll attend to it as soon as possible. Have a great day, and take care.
