Quicken to QuickBooks Conversion Part II

[@lonnygondatube]

I just found your work and love that you are an expert! Love you teaching pace and tone.

[@shannonholmberg8835]

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 ?

[@raekc4839]

How do I delete memorized "transactions" in my Quicken? I only see memorized "payees"

[@maclynn8378]

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.

[@qcoach]

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!

[@maclynn8378]

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

[@ArtGiser]

Thanks, very helpful

[@margaretthompson8172]

I also would like to know if it's possible to convert/export my personal quickbooks data to quicken.

[@qcoach]

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.

[@margaretthompson8172]

thank you! this is very helpful@@qcoach

[@shenandoahtumblers1865]

Can I covert from Quickbooks Desktop to Quicken?

[@qcoach]

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.

[@MrEvilbobcat]

Can I convert from Quicken2000 to Quickbooks Desktop Pro Plus 2021

[@stephensmith1104]

Hello Bob - yes anything is possible but as discussed it depends on the quality and complexity of your existing data.