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Your Quicken accounts in QuickBooks

For each account in the Quicken file, QuickBooks creates a balance sheet account in your new QuickBooks chart of accounts. QuickBooks creates the accounts as follows:

This type of account in Quicken

Becomes this type of account in QuickBooks



Credit Card

Credit Card




Other Current Asset


Other Current Liability


Other Current Asset

QuickBooks and investments

QuickBooks copies a Quicken investment account to an Other Current Asset account because QuickBooks does not have a special feature to track investments.

You can choose whether to include or exclude the value of your investments in your QuickBooks balance sheet.

  • To include the value of your investments

    1. Use Quicken to track your investments.

    2. When you're ready to create a balance sheet, update the balance of your QuickBooks current asset account.

  • To exclude the value of your investments

    You can delete Quicken accounts before converting to QuickBooks. All transfers to/from the deleted accounts will be converted to your opening balance equity account in QuickBooks to ensure that your accounts balance. You can still use Quicken to track your investments and other accounts.

    1. Make a copy of your Quicken data.

    2. Delete Quicken accounts before you convert to QuickBooks.

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