quicken to quickbooks - need to create a CSV file

sporter6226

How do I export quicken data in a format that can be imported into quickbooks? the documentation here says go to file - export and export in the csv format, but the only options are QIF and QFX.

volvogirl

Is this the FAQ you saw? Convert Quicken to QuickBooks 

https://www.quicken.com/support/convert-quicken-windows-data-quickbooks-data

Ps56k2

I think the Export to Excel is actually the CSV plain text file … will confirm on laptop in morning

https://www.quicken.com/support/how-do-i-export-data-quicken

sporter6226

volvogirl, yes that is the link i was referring to, PS56k2 I don't see an option to export to excel. Now I believe that you may have some of these options if you create a report and then export the report but then I don't know what attributes to create in the report to export that quickbooks would recognize…..i know these are separate companies now but I was hoping there would be some coordination….i'm being forced to go to quickbooks because of NYS requirements on non-profits of a certain size…..

UKR

To convert from Quicken for Windows to Quickbooks please see:

https://quickbooks.intuit.com/learn-support/en-us/help-article/import-export-data-files/convert-quicken-data-quickbooks-desktop/L3U83Vw9O_US_en_US

sporter6226

Hi, I'm going to the online version not the desktop version of quickbooks

UKR

There are links to Quickbooks Online on the webpage I gave you. Did you miss them?

Ps56k2

Some of these articles mention Export to CSV - but I don't see anything in Quicken that Exports directly to CSV.

I just tried with a full Register - click on the right corner Gear -
and it can Export to Excel (XLSX) format….. which you could play with to get CSV -
The same with a Report - can Export … but not to CSV -

sporter6226

UKR, yes I have been to those links multiple times but the problem is they reference actions that isn't clear how they can be accomplished, specifically it says export as a csv file. My concern with doing excel and then converting is that I expect that quickbooks is looking for a specific format…..

MHSwizzleStick

If you go to file → print, you get:

Click Print… and there is an option to export to csv:

MHSwizzleStick

Oops, that should have been File → Print <name of account>…

Ps56k2

wow - thanks @MHSwizzleStick - don't often go down that path for PRINT - but will now remember -