Convert Quicken Home and Business to QuickBooks

by James Antonio

As a business, no matter if you have it on a big or small scale, at some point, you have to upgrade all of your aspects. QuickBooks is a new trend and to keep your business of top notch service, you need to meet up to the standards. Now, if you wish to get on with the process to convert the Quicken data to the QuickBooks desktop to continue growing the business, then you should consider reading further. As a matter of fact, there have been two simple ways to switch from Quicken to QuickBooks. Know how to Convert Quicken Home and Business to QuickBooks.

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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.

The entire procedure of file conversion from Quicken data to QuickBooks is something that can’t be reversed. It means that once your Quicken file is converted, then you cannot revert it back to its original version. You will not be able to use these files in Quicken later on at the time of requirement. Hence, it is also important to ensure that you should create a backup of the quicken data that has to be converted, as you might have to access this data in Quicken software.

Last thing to consider, if you have used Quicken software on a Mac device, then you should have to convert Quicken Mac files into windows files first, as only windows files of Quicken software can be converted to QuickBooks.

Situations in Which you can use Quicken Converter:

If you prefer, then you can also skip to use the converter tool. As an alternate option, you can convert directly to QuickBooks using the conversion utility. In case you are having a version of Quicken which is a parallel version of QuickBooks.

Steps to Convert Quicken Home and Business to QuickBooks

Please refer to the following steps for the conversion of Quicken Data into QuickBooks to convert Quicken data into QuickBooks desktop perform the following steps:

Step 1: Using Quicken Converter

Before you can jump on to the process of using this particular tool, you should check out the recommendations and information as well. This is just to ensure that you are not having another version of it installed which may or may not be compatible. In case, you do have a different version, then you should make sure that the particular version is uninstalled from the system and then you need to download the right one below:

Step 1: As a part of the very step of the process, you should download the version of converter tool which appears to be compatible with the given year version of QuickBooks desktop:

Quicken 2021 converter
Quicken 2020 converter
Quicken 2019 converter
Quicken 2018 converter
Quicken 2017 converter

Step 2: After this, you also can Install and Convert by using the steps below:

  • First of all, you should launch the downloaded Quicken converter and then choose next.
  • After this step, you should checkbox for the option I accept the terms in the license agreement, also hit next.
  • The next step is to initiate the installation of the Quicken converter and also you need to select the next action tab and hit the install button.
  • Now you need to choose the launch button for the Quicken converter and hit finish.
  • Once done with that, select the tab that says I am transferring data from Quicken for windows and also choose get started.
  • Next thing is to choose to open a data file located on this system and then opt for the select file option.
  • Now you should locate to choose the Quicken file and then choose OK button.
  • Convert Quicken file to QuickBooks Screenshot Image
  • After all of those above mentioned steps, you just need to select the convert it button and also you need to hit the OK button.
  • Final step is to save the new Quicken data file. For this, you need to choose Save and also hit Edit option.
  • Once the file is upgraded successfully to a compatible version of Quicken, QuickBooks users can start converting using the conversion utility in QuickBooks as per the requirement.

Step 2: Look for .QDF, not .QFX

The convertor tool always shows the message that says it is creating a .QFX file. But it is also creating a .QDF fil and this is the file you need to locate to convert, in case you find .QFX, then you can leave that file as is. .QFX file should not be converted. You need to go for the upgraded .QDF file in a folder that will be named as Q18Files or Q17Files. These upgraded versions will also be at the same location as your original Quicken file.

Step 3: Using the Conversion Utility

You can convert the Quicken file using the conversion utility tool in QuickBooks. This can be completed by using the below mentioned steps:

  • You also need to first move to the file option, and then you need to select utilities. Also, you need to choose the convert action tab and opt for the Quicken.
  • Convert Quicken data to QuickBooks Desktop – Screenshot Image
  • After that you need to choose the Quicken file that you wish to convert.
  • The final step is that you will be guided by the conversion utility all through the remainder of the conversion process.
  • You can also press F1 key to access the help window in QuickBooks desktop, to get any further details related to the conversion utility. Also, you can type convert from Quicken.

We completely understand that your business is unique. Owing to your specific business model, your business requirements can be very specific and hard to crack as well. The need for a custom made solution to your specific business needs is something you can stay stress free about. Seeing the success rate in a short span of time, we can count some milestones as our achievements. Just remember that you are free to call us on our toll free number or the best way you can contact us is by filling the lead form available on the website.With a little query details, without wasting much of a time, we can ensure to provide you the faster resolution.

Accounting Professionals, CPA, Enterprises, Owners

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 1800-689-5491 or chat with experts.

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

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

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Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

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Pricing includes coverage for users
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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:
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  • Unlimited Users
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  • 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:
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  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

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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