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How to Convert Data from QuickBooks Desktop to Quicken?

As we all know, that QuickBooks is accounting software specifically for small and medium-sized businesses. It offers multiple features and […]

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As we all know, that QuickBooks is accounting software specifically for small and medium-sized businesses. It offers multiple features and is quite affordable. A question might come to your mind if QuickBooks is so good then why one would choose Quicken over it? Know how to convert data from QuickBooks Desktop to Quicken.

Well, quicken does have its fair share of users, because the software is specifically meant for tracking personal finances like personal expenses and investments, retirement plans, etc. It also helps to track tenants, rental rates, lease terms for rental properties. So, owners of rental properties also prefer Quicken.

Save Time, Reduce Errors, and Improve Accuracy

Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Desktop. Utilize import, export, and delete services of Dancing Numbers software.

Now, if you have decided that Quicken is better for your business needs, then let us move ahead and look into the process of migrating or converting the data from QuickBooks desktop to Quicken.

Steps to Convert Data from QuickBooks Desktop to Quicken

To convert data from QuickBooks Desktop to Quicken you have to follow the steps that are mentioned below:

Step 1: Export Your Chart of Accounts (COA) and Vendors List

  • Select Utilities > Export > Lists to IIF Files from the File menu.
  • Mark the Vendor List and Chart of Accounts, then click OK.
  • The Export window will display:
    • Select the place where you wish to save the IIF file from the Save in the drop-down menu (often, this will be your Desktop).
    • Remove the asterisk (*) from the File name area and then type the file name.
    • Lastly, click on save and then on OK.

Sample Exported Chart of Accounts Data

Sample Exported Chart of Accounts Data

Sample Exported Vendors List Data

Sample Exported Vendors List Data

Export to Excel

  • Select Vendor Center from the Vendors menu.
  • Then choose Export Vendor List from the drop-down menu for Excel.
  • After that you have to select Create a new worksheet: in a new workbook on the Export panel, then click Export.
  • Now you have to save the Excel sheet.
  • Below is the example of a Sample Vendor List exported using Excel.
Export to Excel

Step 2: Export Your Information from Quicken into a .QIF Format

  • In your Quicken (.QIF) file, copy and paste the information from your QuickBooks Desktop.
  • Open the .IIF file by choosing Open with > Choose Program > Microsoft Office Excel from the context menu when you right-click it.
  • Always remember that checking, savings, credit cards, 401(k), and other brokerage accounts are not eligible for the QIF import. A .QFX import file had a replacement for this.
  • Select Export from the File menu to start.
  • Choose Address and .QIF File (for accounts) (for names).
  • Sample exported Account List
Export Your Information
Mapping Information

Step 3: You can Export and Import the Quicken Address Book if You use Quicken Home & Business. Format QIF

  • In your Quicken address file, copy and paste the data from your QuickBooks Desktop.
  • Then export your address as it is required to enter at least one order to export in Quicken.
    • Select Address Book from the Tools menu.
    • Then highlight a payee.
    • Select Export from the File menu
    • Choose Tab after selecting Addresses.
    • After entering the name of the file, then click on Next
    • Once all the fields you want to import are selected, repeat steps e and f as necessary, then click Done.
    • Sample of exported Information List
Export and Import the Quicken Address

Import Your Addresses

You must map the field by matching Quicken Fields to QuickBooks Desktop Fields after exporting the list.

  • Import option can be selected from the File menu.
  • Select Tab after selecting the Addresses option.
  • In case the file name did not appear immediately, choose to Browse and then find your file and click on Next.
  • Now you have to select a Quicken Field, and then add
  • Once all the fields you want to import have been chosen, repeat step 4 and click Done.

How Dancing Numbers will Help You?

Dancing Numbers is SaaS-based software that can easily be integrated with your QuickBooks account. You can import, export, and delete lists or transactions from your company file. Using Dancing Numbers you can simplify and automate the process, saving time and increasing productivity. Just fill in a few fields and apply the relevant features to complete the task.

It saves your time and money that you can invest in your business. It has no human errors, works automatically, provides a user-friendly interface (easy to use and learn), and more. You can also have access to the comprehensive features set if you use it to Bulk import, export, and delete services.

This article is about the steps to convert from QuickBooks Desktop to Quicken. You can read the whole article as there are all steps mentioned properly so that you don’t face any issues. In case you still face any issues then you can connect with Dancing Numbers experts as they are available round the clock.

Accounting Professionals, CPA, Enterprises, Owners
Accounting Professionals

Looking for a professional expert to get the right assistance for your problems? Here, we have a team of professional and experienced team members to fix your technical, functional, data transfer, installation, update, upgrade, or data migrations errors. We are here at Dancing Numbers available to assist you with all your queries. To fix these queries you can get in touch with us via a toll-free number
+1-347-428-6831 or chat with experts.


Frequently Asked Questions (Faqs)

How can I Convert Quicken Data to QuickBooks Desktop?

You can do so by using the conversion data facility. For this, you need to go to the file > utilities> convert and select from Quicken. Quicken data file in .QDF format will need to be extracted from Quicken beforehand. The rest of the process will be guided by the conversion utility.

How can I Convert Data from QuickBooks Online to Quicken?

Unfortunately, currently, there is no way to convert the data from QuickBooks Online to Quicken. You can contact the support for further information.

Quicken and QuickBooks, similar Types of the name, is the Company Behind these Products are same?

Yes, you are right, Quicken and QuickBooks, both are Intuit products. Quicken is for personal finance and QuickBooks is for meeting the accounting needs of small and medium-sized business enterprises.

How can I Export Quicken Data in .CSV format?

First, you need to open the report in Quicken, then click on the Export option below the report title. Now click on export and choose to CSV file option.

Is QuickBooks Compatible with Quicken?

Although Quicken files cannot be opened directly in QuickBooks, Quicken files can be converted for usage in QuickBooks using the built-in tools of QuickBooks. Additionally, you can use a dedicated piece of software called Quicken Converter to convert Quicken files so that they are compatible with QuickBooks.

Is Quicken no Longer Available?

The product is discontinued for good when once it expires. Because of Quickens Data Access Guarantee, you can continue to manually add, change, and view data even after your subscription expires. However, using any internet services will be impossible.

Is Quicken Easier to use than QuickBooks?

Quicken is great as it is less expensive and is easier to use than QuickBooks. Quicken has more features for personal finance, like the ability to track investments, create debt reduction plans, and keep track of rental properties.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Error Free

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

On-time Support

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Dancing Numbers: Case Study

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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