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John David

johndj0215|United States

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How to convert a Quicken file to QuickBooks Online file?

Aug 23, 2019

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Are you looking out for the simplest instructions to convert your Quicken file into a QuickBooks Online Company file? Well, this article is exclusively for you. Here, we have provided the stepwise instructions to initiate and then accomplish this process. Check out the information below:

To make this happen, the first thing you need to do is to convert your Quicken data into a new file with .csv extension. The next step is to import this file into a QuickBooks Online Company file. To do so, sign in to your company. Now, choose the Gear icon and then select Import Data.

After that, choose Vendors or the other type of list you wish to import. Choose Browse and go through the list of files displayed on the screen. Click the file you want to import and then select Open. Hit the Next button.

The unrecognizable columns will be marked as “No Match”, whereas the recognized ones will show a green checkmark. From the drop-down menu, map the fields manually. Choose Next and then go through all the entries you are going to import. In the end, select Import. For any help, contact QuickBooks online support team.

Now, it is time to connect your bank account. To do so, follow the below-mentioned steps:

  1. From the menu available in the left sidebar, choose Banking
  2. Now, click Add account
  3. Select the name of your bank from the list of banks displayed
  4. Provide your bank account log in credentials and hit the Sign in button
  5. You will see a link labeled as We'll import 90 days of transactions. Want a shorter time period?" Select it!
  6.  Now, choose 0-days and then Connect

Congratulations! You have successfully connected your bank account. Now, categorize or organize your downloaded transactions by choosing the Banking from the menu. Click Bank Rules from the top navigations. Select New Rule and provide the required information correctly in the right fields. You are good to go!

During the entire process of conversion, if you experience a technical difficulty, then it is recommended to dial the QuickBooks support phone number and get help from an expert. The QuickBo oks online support team works all day long, which means you can contact a professional at any hour of the day to get assistance or troubleshooting steps of a problem you are facing.