So, we have checking accounts, savings, credit cards and loan. Debating Q vs QB. Don’t need to track investments or retirement funds. Need simple program to prepare annually/monthly for taxes. No small business here. Which do you recommend ?
Converting from QB to Quicken is possible but not straightforward. You have to go through both excel and a CSV to QIF converter and only into bank accounts not Brokerages. I recommend just bringing over beginning balances or just seeing how far back you can go from regular bank feeds. Add additional complexity if you multiple accounts and transfers.
Converting from QB to Quicken is possible but not straightforward. You have to go through both excel and a CSV to QIF converter and only into bank accounts not Brokerages. I recommend just bringing over beginning balances or just seeing how far back you can go from regular bank feeds. Add additional complexity if you multiple accounts and transfers.
No. Thats not the way the system work. You may need to go through Excel to do portions...if by account. If by time period you may be able to create a 2nd Quicken file by using the cut-off functionality and then convert. Good luck!
Thank you for getting back to me. I was on the phone with QuickBooks and messaged multiple people trying to figure this out so I did not have to retype everything from the Quicken report to QuickBooks. However I am currently retyping everything, I will see about making it into a Excel spreadsheet to make this faster.@@qcoach
I just found your work and love that you are an expert! Love you teaching pace and tone.
So, we have checking accounts, savings, credit cards and loan. Debating Q vs QB. Don’t need to track investments or retirement funds. Need simple program to prepare annually/monthly for taxes. No small business here. Which do you recommend ?
I also would like to know if it's possible to convert/export my personal quickbooks data to quicken.
Converting from QB to Quicken is possible but not straightforward. You have to go through both excel and a CSV to QIF converter and only into bank accounts not Brokerages. I recommend just bringing over beginning balances or just seeing how far back you can go from regular bank feeds. Add additional complexity if you multiple accounts and transfers.
thank you! this is very helpful@@qcoach
Thanks, very helpful
Can I covert from Quickbooks Desktop to Quicken?
Converting from QB to Quicken is possible but not straightforward. You have to go through both excel and a CSV to QIF converter and only into bank accounts not Brokerages. I recommend just bringing over beginning balances or just seeing how far back you can go from regular bank feeds. Add additional complexity if you multiple accounts and transfers.
Do you have the la cart video? I am looking to only take a portion from Quicken and convert it into an existing Quickbooks client.
No. Thats not the way the system work. You may need to go through Excel to do portions...if by account. If by time period you may be able to create a 2nd Quicken file by using the cut-off functionality and then convert. Good luck!
Thank you for getting back to me. I was on the phone with QuickBooks and messaged multiple people trying to figure this out so I did not have to retype everything from the Quicken report to QuickBooks. However I am currently retyping everything, I will see about making it into a Excel spreadsheet to make this faster.@@qcoach
How do I delete memorized "transactions" in my Quicken? I only see memorized "payees"
Can I convert from Quicken2000 to Quickbooks Desktop Pro Plus 2021
Hello Bob - yes anything is possible but as discussed it depends on the quality and complexity of your existing data.