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Prepare Quicken data for conversion

To do this task

  1. Before starting, make a backup copy of your Quicken data file.

    A QuickBooks data file is not compatible with and cannot be saved as a Quicken data file. Please make a backup copy of your Quicken data file before converting to QuickBooks. If you plan to continue using Quicken, you can convert the copy to QuickBooks and use the original file with Quicken.

  2. Delete the Quicken accounts you won't use in QuickBooks

  3. Review your memorized and scheduled transactions

  4. Make customer names consistent

  5. Prepare your online accounts for conversion

Do not uninstall Quicken until installation and conversion to QuickBooks is complete.

See also

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