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T
thehurd
March 4, 2021
Question

No windows csv option for bank data on my mac

  • March 4, 2021
  • 1 reply
  • 0 views

I am trying to import a quicken csv on a mac. Despite following all directions, the date column will not format correctly to match, thus completing the import. And the ability to convert to a windows csv does not seem to be an option.

1 reply

Fiat Lux - ASIA
Fiat Lux - ASIA
March 4, 2021

Just to clarify your issue. Do you wish to migrate data from Quicken to QuickBooks, import a bank transaction file in CSV to your Quicken, or else?

T
thehurdAuthor
March 4, 2021

Thanks for the reply. I am trying to import data from Quicken to QuickBooks online.

I am using a MAC.  Every time I format the CSV file on my Mac,then try to upload, and error message always comes up saying that the date column formats do not match.

 

the instructions provided for a possible fix for a CSV created on a Mac said to convert to a Windows CSV. My Mac excel does not have that option.

 

I am hoping to fix the date format issue.  Does that help clarify? Thanks!

Fiat Lux - ASIA
Fiat Lux - ASIA
March 5, 2021

Where is your company located? Afaik, you can only migrate Quicken data to QBO US version

https://quickbooks.grsm.io/US
https://quickbooks.grsm.io/us-promo

 

You may have 2 options:

1. Prepare your data in CSV/XLS and utilize an importer tool

https://transactionpro.grsm.io/qbo

 

2. Purchase a 3rd party conversion service.

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