Move your Quicken data to QuickBooks Online

Quicken is a third-party program for personal accounting and budgeting. If you’re switching from Quicken to QuickBooks Online, you can import your data so you won’t need to start over. Here’s how.

Step 1: Export your Quicken data to a file

Export your Quicken data to a file in .csv format so you can import it in QuickBooks. If you run into problems with converting your file, you can contact Quicken support for help.

Step 2: Import the file into QuickBooks

1. Sign in to QuickBooks.
2. Select Settings ⚙, then Import Data.
3. Select the type of list that you want to import.
4. Select Browse. Find the .csv file, then select Open.

Note: You can select Download a sample file and use it as a sample template.

1. Select Next. The Map data page appears. There’s a green checkmark on the fields that QuickBooks recognizes. Otherwise, you’ll see No Match.
2. Use the dropdown menus to map the fields. Select Next.
3. Review all the entries that you’ll import.
4. Select Import.

Step 3: Connect your bank account

After you successfully import your data into QuickBooks, you can connect your bank account. Then, categorize your transactions using bank rules so they go in the right accounts.