Important: You cannot convert files from some older versions of Quicken for Macintosh or Quicken for DOS to QuickBooks files. You must either upgrade your
Quicken file to a newer version of the software or start a new company file.
You can use reports to see what historical data to enter.
Use these instructions if you want to convert Quicken for Windows or Quicken Home and Business to QuickBooks.
Note: If you are converting data from Quicken for Macintosh, refer to
To install QuickBooks and convert your data:
Insert the installation CD in the CD-ROM drive.
The installation program starts automatically.
Follow the onscreen instructions.
After installation, start your copy of QuickBooks.
Go to the File menu, click Utilities, click Convert, and then click From Quicken.
Select the Quicken file you want to convert.
QuickBooks guides you through the rest of the conversion.
At the end of the Quicken conversion is a list of every payee name
that was not used in an account you designated as an A/R account. Therefore,
this list may contain not only names of customers, vendors, and employees but
also descriptions such as "Deposit," "Transfer," and
You have a chance to change the names on the list to customers, vendors, or
employees. If you don't change them now, they remain on your Other Names
list. If you decide not to change the type now, you can still do it
later, but you'll have to do it one name at a time.
Here are some tips for deciding whether to change a name type:
Type of name
Person or company to which you send estimates, invoices, or statements
Person or company to which you provide 1099 forms or send purchase orders or
from which you receive bills
Clear the tape
Person for whom you provide W-2 forms and report as being on your
Owners, partners, or miscellaneous payees on checks or credit card
In the Change Name Types window, choose the appropriate column for each name
you want to move to a different list.
For example, to move some names to the Vendor list, click the Vendor column next to those names. To change all the marks back to the Other Name column, click Revert.
Once you change the name type, you can't undo it. The only
name type you can change is the Other Name type. You can move a name from the Other Names list to the Vendor, Customer:Job, or Employee list. However, you
can't move a vendor, customer, or employee to any other list. Therefore, if
you are not sure whether to change a name now, it's best to leave it as
is. You will be able to change it later.
When the columns are marked correctly, click OK.
If you have slightly different versions of the same name (for example, Mike
Rhymes, Michael Rhymes, and Michael P. Rhymes), QuickBooks will put each
version of the name on the Other Names list.
QuickBooks will not allow you to delete any name used in a transaction.
However, you can shorten the Other Names list after you have started using
Overview for converting Quicken to
Learn about differences between
Quicken and QuickBooks