Thursday, April 6, 2023

How to Convert Quicken to QuickBooks? Detailed and Simple Guide for All

  

Quicken and QuickBooks, both giants of the financial manager, have user bases of their own. However, few of them might want to explore the grass on the other side. One of the major reasons why many refrain from doing it is the amount of data present. But it should no longer bother since there are easy ways How to convert Quicken to QuickBooks?

 

In this blog, we cover multiple ways to go forward with the conversion. There are even ways to achieve this directly using third-party tools. However, there are a few things to keep in mind before that.

 

Things to Consider Before Converting Quicken to Quickbooks

·        The process is irreversible. Hence, there is no way of reverting the same files to Quicken. However, there can be an indirect workaround.

·        Be sure to create a backup of all the files. This will be a safety net in case things go awry. It might also be useful in case you want the file back in Quicken.

·        The last point is valid only for those who are converting cross-platform. For Mac users, convert Quicken Mac files into windows files first. The reason behind this is that the Windows files of Quicken can be converted to QuickBooks.

 

Method 1 - How to Convert Quicken to Quickbooks Online?

1.     For this, all that is needed is a stable internet connection. To proceed with it, start by exporting Quicken data to a .csv file. This will be what QuickBooks will import;

2.     After that, save the csv file in a location that will be easy to navigate;

3.     Next, log in to the QuickBooks account. After that, hit the button Settings > Import Data;

4.     Now, click on Import Data and choose the list type to import;

5.     Next up, look for the csv file saved in the first step;

6.     Once the selection is done, click on Open > Next;

7.     This will now lead to the Map data page. After this, navigate through the dropdown menus for mapping the fields;

8.     Once all this is complete, click on the Next button;

9.     Before the final click, double-check to ensure that all the entries are correct;

10.     Once done, hit the Import option to initiate importing of the files to

QuickBooks Desktop.

 

Method 2 - How to convert Quicken to Quickbooks Using Utilities?

1.     The internal process to proceed with the functionality. For this, launch the QuickBooks application;

2.     Next, navigate through the option of File > Utilities;

3.     Under this, opt for the option Convert, and make a selection of “From Quicken

4.     Now choose the.QDF file that you want to import;

5.     Finally, click on the Convert button;

6.     After this, follow the remaining process as per the instructions present on the screen.

 

Method 3 - Using the Quicken Converter

The official application by Intuit makes the conversion process easy. To use this, download the correct version of the app, matching the QuickBooks Desktop version. Once the download is complete, proceed with the following:

1.     Launch the Quicken Converter, click Next;

2.     Next, opt for I accept the terms in the license agreement and click Next;

3.     To install the application, click Next > Install;

4.     Once the process is complete, click on Finish and launch the app;

5.     After this, click on I am transferring data from Quicken for Windows. Then click Get Started. Next, click Open a data file located on this computer > Select File;

6.     Now, look for the Quicken file (.QDF), click OK, then Convert it! > OK;

7.     Finally, save the new data file and click Exit.

 

To put it in a nutshell

There are multiple methods to convert Quicken to Quickbooks. Each of them is convenient in its own way and similarly has its own challenges. However before you proceed with any, do ensure that you have a backup and also that all the data is verified. This will help you with a smooth transition.

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