How to convert a Quicken file to QuickBooks Online file?
Are you looking out for the simplest instructions to convert
your Quicken file into a QuickBooks Online Company file? Well, this article is exclusively
for you. Here, we have provided the stepwise instructions to initiate and then
accomplish this process. Check out the information below:
To make this happen, the first thing you need to do is to
convert your Quicken data into a new file with .csv extension. The next step is
to import this file into a QuickBooks Online Company file. To do so, sign in to
your company. Now, choose the Gear icon and then select Import Data.
After that, choose Vendors or the other type of list you
wish to import. Choose Browse and go through the list of files displayed on the
screen. Click the file you want to import and then select Open. Hit the Next
button.
The unrecognizable columns will be marked as “No Match”,
whereas the recognized ones will show a green checkmark. From the drop-down
menu, map the fields manually. Choose Next and then go through all the entries
you are going to import. In the end, select Import. For any help, contact
QuickBooks online support team.
Now, it is time to connect your bank account. To do so,
follow the below-mentioned steps:
1.
From the menu available in the left sidebar,
choose Banking
2.
Now, click Add account
3.
Select the name of your bank from the list of
banks displayed
4.
Provide your bank account log in credentials and
hit the Sign in button
5.
You will see a link labeled as We'll import 90
days of transactions. Want a shorter time period?" Select it!
6.
Now,
choose 0-days and then Connect
Congratulations! You have successfully connected your bank
account. Now, categorize or organize your downloaded transactions by choosing
the Banking from the menu. Click Bank Rules from the top navigations. Select
New Rule and provide the required information correctly in the right fields.
You are good to go!
During the entire process of conversion, if you experience a
technical difficulty, then it is recommended to dial the QuickBooks
support phone number and get help from an expert. The QuickBooks
online support team works all day long, which means you can contact
a professional at any hour of the day to get assistance or troubleshooting
steps of a problem you are facing.
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Hi My Name is Gabriel Jones & I am technical blogger at Online Technical Help, I majorly writes and shares blogs on troubleshooting tips for routers, printers, antivirus, emails, Operating Systems, and others.
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