How do I import transactions from Mint and FreshBooks

Question

I currently manage my personal finances in Mint and my business finances in FreshBooks.

I would like to switch to Quicken Classic Business & Personal, but I can’t find information on if I can reliably import from Mint and FreshBooks to combine the two.

* Is this something that can be done?
* If I can import just my Mint data into Quicken Classic Business & Personal, I can then manually add in my business transactions. Can that be done, or can I only import Mint into Simplifi?

Thank you!

Quicken Kristina · Answer

Hello @Sysko,

To answer your question, there is no built in tool for converting from FreshBooks.  However, both Quicken for Windows and Quicken for Mac support importing from Mint.  @Rocket J Squirrel provided the information for Quicken for Windows.  In Quicken for Mac, the process is pretty much the same.  Go to File>Import>Mint.com File (CSV)…

For more information, you can also review this support article:

https://www.quicken.com/support/quicken-mac-importing-mint-files#:~:text=Open%20Quicken%20Classic.,.com%20File%20(CSV).

I hope this helps!

Rocket J Squirrel · Answer

EDIT: Argh, I failed to notice this is a QMac question. Usually I don't see those in my feed but I saw this post for some reason. Sorry, I know nothing about QMac so disregard my answer.

———————————————————————————————————————————Below is the list that Quicken for Windows offers when you do a File > Import. So Mint CSV format is supported. If you can get your FreshBooks data into one of those formats, then you can get at least some portion of that data imported.