Conversion tool for Quicken to QuickBooks?
conversion from Quicken 2007 to QuickBooks 2009 - is there a conversion tool for this?
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CTAcct
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02/01/10 9:16am PST
Viewed by asker 02/03/10 11:26am PST
Viewed by asker 02/03/10 11:26am PST
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WMurphyOKC
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02/02/10 1:37pm PST
Within QuickBooks under File>>Utilities>>Convert you will find "From Quicken". Just follow the steps.
JUST BE CERTAIN TO HAVE SAVED AN ADDITIONAL COPY OF YOUR QUICKEN DATA BEFORE YOU BEGIN IN CASE YOU HAVE PROBLEMS DURING THE CONVERSION PROCESS !
Best of Luck !
If this answers your question, please mark it as "Solved".
CTAcct
Questions asked: 17
Questions answered: 17
Points earned: 17
Questions answered: 17
Points earned: 17
Certified ProAdvisor
Certified ProAdvisors have successfully completed an extensive and rigorous QuickBooks certification program.
02/02/10 1:42pm PST
Thank you - thats very helpful.
Just one question - will this conversion bring me detailed transactions or just account and vendor balances. I have a client who would like her 2009 transactions to be carried over and I am not familiar with how this would work in this case.
WMurphyOKC
Questions asked: 24
Questions answered: 1990
Points earned: 5971
Questions answered: 1990
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Advanced Certified ProAdvisor
These ProAdvisors have successfully completed extended training, distinguishing themselves as highly proficient QuickBooks experts.
Certified ProAdvisor
Certified ProAdvisors have successfully completed an extensive and rigorous QuickBooks certification program.
Accountant Community AllStar
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Certified ProAdvisor - ES
These ProAdvisors have successfully completed extended training, distinguishing themselves as highly proficient Enterprise Solutions experts
Certified ProAdvisor - POS
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02/02/10 3:36pm PST
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The solution
My experience has been that transactions are imported for the most part along with your relevant lists. You may have some transactions that will not map properly so you will need to produce reports in Quicken and then compare/contrast those to reports you produce in QuickBooks after the 'data transfer'.
Certain transactions relating to Quicken features that do not correspond to any QuickBooks feature (such as Investments and their calculations/valuations) can not be brought over to my knowledge, so again you will need to make journal entries in QuickBooks to create opening balances that summarize those transactions. At least that was the case when I did a similar conversion between Quicken 2007 and QB2009.
Hope this helps, please mark your question as 'solved' if this answers your questions.
Best of luck !
