Question

Can I convert QuickBooks to Quicken?

Forum|Forum|4 years ago
January 14, 2022
4 replies
0 views

I've used QuickBooks for many years. I have one of the last releases before it went to a subscription. Now that I am retired, I don't need all of the QB features and I don't want to pay the $360 annual fee.

Is there a way that I can import my QuickBooks data into Quicken?

Thanks

QuickBooks Desktop

LieraMarie_A

I've got steps to ensure you're able to convert your QuickBooks Desktop data to Quicken, @IrisRS.

You can manually convert your data from QuickBooks Desktop to Quicken using Excel. We can start with exporting your Chart of Accounts and Vendor lists.

Export to IIF

Go to the File menu, then select Utilities > Export > Lists to IIF Files.
Mark Chart of Accounts and Vendor List, then select OK.
On the Export window:
1. From the Save in drop-down, choose the location where you want to save the IIF file (often, this will be your Desktop).
2. In the File name field, delete the asterisk (*), then enter a file name.
3. Select Save, then OK.

After that, you can import your information to Quicken. For the detailed steps, refer to this article and proceed to Step 2: Convert from QuickBooks Desktop to Quicken.

For your future reference, you may want to convert your Quicken data to QuickBooks Desktop. Refer to this article for more info: Convert Quicken data to QuickBooks Desktop.

Post a comment below if you still need more help with converting your data in QuickBooks. I'd be happy to assist you further.

I

IrisRSAuthor

Thanks for that. One more question: Will this work if the QuickBooks data is from QuickBooks on a Windows 10 machine and it is to be imported to Quicken running on a brand new Mac airbook?

M

MirriamM

Good to see you back, IrisRS.

Yes, it'll work. It doesn't matter if you're using Mac as you'll using an Excel file when converting your data from QuickBooks Desktop to Quicken.

For more guidance in converting your data, I recommend visiting this article for detailed steps: Convert from QuickBooks Desktop to Quicken.

As always, feel free to visit our QuickBooks Community help website if you need tips and related articles in the future.

Please also know that you can post your concern here in the Community. We're always around if you need any help. Take care and have a great day.

Fiat Lux - ASIA

@IrisRS

Which QB Desktop year version do you have? You can still buy the one time license for QBD 2021 Pro or Mac edition.

I

IrisRSAuthor

@Fiat Lux - ASIA wrote:
@IrisRS
Which QB Desktop year version do you have? You can still buy the one time license for QBD 2021 Pro or Mac edition.

Really? Where? All I can find is 2022.

Fiat Lux - ASIA

@IrisRS

You can only buy it from several partners. Install the trial version for QBD 2021 (Pro or Mac edition) to make sure it works and meets your needs. Contact us in private for assistance

M

mrc88dal

Hi,

How do you perform this step: Copy and paste your QuickBooks Desktop information into your Quicken (.QIF) file

I’m not sure how to do that so I’m stuck right now. Thanks, Mark

Candice C

Hey there, @mrc88dal.

Welcome to the Community!

Are you having trouble with copying the information or pasting it in the .QIF file?

This will help us determine the next steps to give you. I'll be waiting for your response!

M

mrc88dal

I’m not sure how to copy the information. Are we working with the previous step of that creates the IIF file in excel or something else? I probably will need help pasting it into my .QIF file. Is that a file that is already created via my Quicken Classic for Home and Business (Mac). Thanks for your help. Mark

1

1plus1bookkeeping

My client wants to go back to Quicken, can this be converted from QB online?

Thank you!

E

Erika_K

While there isn't a direct way to transfer data from QuickBooks Online (QBO) to Quicken, 1plus1bookkeeping, I have some alternatives we can explore. Let me elaborate on this below.

Currently, we can only convert Quicken data to QBO. However, there are ways to transfer QBO data to Quicken. One effective method is to export your data from QBO manually. I’ll provide a step-by-step guide to assist you through this process:

Locate the Gear icon and choose Export data.
On the Reports tab, set the date range.
Add or remove items from the Reports and Lists tabs by turning the switch on or off.
Click Export to Excel.

For more information, refer to this article: Export your QuickBooks Online data.

After successfully exporting and saving your data, the next step is to contact Quicken Support. Their experts can provide comprehensive guidance and assistance in importing your data into Quicken, ensuring a smooth and accurate transition.

The second option to convert your data from QuickBooks Online (QBO) to Quicken is to utilize a third-party application designed to streamline this process. This option can help automate the data transfer, minimizing the risk of errors and saving significant time. You can visit the QuickBooks App Store or navigate the Apps menu on your QBO account to find the application suitable for your business needs.

You can also explore the app's Reviews section for valuable customer feedback. Reading these reviews will help you understand other users' experiences, the app's strengths and weaknesses, and its suitability for your business needs, aiding you in making an informed decision.

Additionally, here are some resources you can visit to learn more about managing your account and subscription:

I'll be here ready to provide additional assistance if you have any follow-up questions during this transition. Leave a comment below, and I'll be more than happy to help.

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