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Review memorized and scheduled transactions

To do this task

  1. If you have overdue scheduled transactions in your Quicken file, record them before converting.

    Print the checks or send the online payments, if applicable.

    You must send online payments before converting, because there is no link between Quicken and QuickBooks online bank accounts.

  2. Turn on the memorizing transactions option in Quicken so that your lists will be automatically updated.

  3. Organize all the transactions that you want to keep into transaction groups—only the transactions in transaction groups are converted.

    For information about transaction groups in Quicken, look in your Quicken documentation.

  4. After converting from Quicken, edit your scheduled transactions as necessary in QuickBooks.

Note: QuickBooks does not convert recurring invoices. You will need to recreate any recurring invoices in QuickBooks.

See also

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