You've come to the right person, userdot-gremaux.
I've just got the steps you'll need converting your Quicken data into QuickBooks Online. All we need to do is to export it into a CSV file, and then import it into QBO.
To import Quicken file into QBO:
- From your QBO company, select the Settings icon from the top right.
- Under Tools, select Import Data.
- Select the type of list that you want to import.
- Select Browse. Find the .csv file, then select Open.
- 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.
Once data are successfully imported, you can proceed to connecting your bank account and setting up bank rules to categorize your transactions. This is to ensure they go into the appropriate accounts.
These steps are sure to help you convert your Quicken data into QuickBooks Online in no time!
Please don't hesitate to let me know if you should have any questions about this. Keep safe!
