Quicken to QuickBooks Online

Move years of Quicken history into QuickBooks without doubling your balance sheet

QIF Importer Pro (dev) reads a QIF export, works out what each line should become in QuickBooks, and proves the two sides agree before it writes anything.

How it works

  1. 1

    Upload the register

    Export from Quicken as QIF. Splits, transfers, tags and check numbers all come across.

  2. 2

    Review the mapping

    Every Quicken account and category is matched to a QuickBooks type. Guesses are flagged for you to confirm.

  3. 3

    Reconcile before writing

    Eight structural checks plus a per-account money table. If the numbers do not agree, nothing is sent.

  4. 4

    Push and verify

    Entities are created in dependency order, then read back and checked against the register.

The parts that usually go wrong

Transfers stay one transaction

A transfer written in both registers becomes a single QuickBooks Transfer, not two entries that double the balance sheet.

Safe to run twice

Every entity carries a key derived from its contents. Re-running an interrupted import resumes; it does not duplicate.

Import only the range you want

Start mid-history and the opening balance is synthesized for you. A transfer whose other leg falls outside the window is reported, not invented.

Merge with what is already there

Matches against existing QuickBooks records on amount, date and payee. You decide each one: create, skip, or link.

What stays behind, and why

Some of a Quicken file has no honest equivalent in QuickBooks Online. Rather than guess, the import counts it, names it, and leaves it out — and you hear about it on the first screen, not in the books.

Investment accounts stay in Quicken

QuickBooks Online has no investment register, so buys, sells, dividends and share movements have nothing faithful to become. They are counted and left out. Money moved between a brokerage and your bank accounts still comes across.

Home & Business invoices are not converted

QuickBooks has its own invoicing and receivables. Invoice sections are reported by name, with a count, and skipped; customers and open invoices are set up in QuickBooks.

One currency per file

QIF carries no currency, so every amount is imported in the company's home currency. A file that mixes currencies is split before upload rather than guessed at.

Templates and reference data are left behind

Memorized transactions, budgets, security prices and payee lists are not history. They are left out without comment.

Pricing

The last eight months of a register import free, so you can see what would happen to your books before paying. Everything paid is bought for one QuickBooks company.

Free

$0always

Try it on the last 8 months of a register.

  • The last 8 months

    Transactions dated within the window are imported. Older history is rolled into an opening balance so the books still balance.

  • Duplicate-safe

    Re-running an interrupted import finishes it rather than doubling it.

  • Structural checks

    An import that does not balance against the register is refused, not sent.

Pro import

$500one time, per import

One import, one company, the whole history.

  • The whole register, or any range

    Import everything, or only part of it. Transfers whose other leg falls outside the range are accounted for, and a synthesized opening balance carries the history you left behind.

  • Merge review

    Compare against what QuickBooks already holds and resolve each match yourself: create, skip, or link.

  • Reconciliation report

    The per-account money table, not just a pass or fail.

  • Post-import verification

    Read every created transaction back out of QuickBooks and recompute each account's net.

  • Revert, and a money-back guarantee

    Undo an import from QuickBooks with one click. Revert within 30 days and the refund is automatic — no email, no ticket.

Pro Plus

$20per month, per company

For a company you will keep importing into.

  • Unlimited Pro imports into one company

    Every import into the company is a Pro import for as long as the subscription runs.

  • Audit logs kept for good, encrypted

    The printable record of every import stays available indefinitely, encrypted at rest. Otherwise it is purged with the upload.

Money-back guarantee. Undo a Pro import from QuickBooks with one click. Do it within 30 days and the $500 is refunded automatically — no email, no ticket. What a revert removes, and what it leaves, is set out in the refund policy.