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Convert only current year data from Quicken to QuickBooks Desktop

This article describes the process of converting the current year data from Quicken to QuickBooks Desktop.

Detailed instructions
Step 1: Archive the prior year data and create a new year file in Quicken
  1. Go to the File menu, and select File Operations.
  2. Select Year-End-Copy, from the File Operations drop-down menu.
  3. From the list of operations, choose Create a new year file.
  4. In the Current Data File area, click the I only want transactions in my current data file up to and including this date field.
  5. In the date field, ensure that the date is set for January 1 for this year (or change the date to fit your preference).
    Note: The current data file will include only transactions that occur after the date you specify as well as all investment and unreconciled transactions.
    The new year file you create retains all investment transactions and any prior uncleared transactions. If your file contains invoice/receivable transactions (only in Quicken Home & Business), Quicken retains all unpaid transactions, such as unpaid invoices, as well as invoices created prior to the date you specified but that are linked to payments that fall within the new date range.
  6. In the Archive File area, in the Give this archive file a name and location field, select the name and location for the archive file.
    Important: When naming the Quicken file, don't use any of these characters: * ? < > | " : \ /. Also, you don't need to add the .QDF extension; Quicken does that for you.
    Quicken stores the data file in the folder containing the current data file (the Quicken folder by default). Click Browse if you want to store it in another location.
  7. Click OK. Quicken creates the new data file with only the specified transactions. Quicken then displays the File Copied Successfully dialog.
  8. In the File to Use area, click File for New Year, and then click OK.
    Note: Check your registers to see that the old transactions were removed. If creating a new year file didn't work as you expected, it could be because you haven't reconciled your previous year's transactions. Because Quicken made a complete copy of your data file, open that file, reconcile your accounts, and then create another new year file.

Step 2: Convert the Quicken File to QuickBooks Desktop

  1. Open QuickBooks Desktop.
  2. From the QuickBooks File menu, and select Utilities.
  3. Select Convert > From Quicken.
  4. Follow the on screen instructions to convert the file.
KB ID# HOW13282
4/30/2017 2:01:14 AM
QYPPRDQBKSWS09 9138 Pro 2017 0ab0b6