Getting Started with the QuickBooks Conversion Tool

The QuickBooks Conversion Tool allows seamless transfer of your data from Quicken or other accounting platforms into the QuickBooks desktop software. By providing an easy way to import all your existing data, the Conversion Tool enables a smooth transition to QuickBooks.

This step-by-step walkthrough will guide you through installing the Conversion Tool and unlocking its data migration superpowers.

Overview of the QuickBooks Conversion Process

Here’s an overview of the key steps covered in this guide:

[if !supportLists]· [endif]Download the QuickBooks Conversion Tool installer

[if !supportLists]· [endif]Install the Conversion Tool on your computer

[if !supportLists]· [endif]Open the Conversion Tool and step through the Wizard

[if !supportLists]· [endif]Select your source application and data file to convert

[if !supportLists]· [endif]Match old data fields to QuickBooks fields

[if !supportLists]· [endif]Identify specific data to convert or exclude

[if !supportLists]· [endif]Generate and save the QuickBooks company file

[if !supportLists]· [endif]Open the converted company file in QuickBooks desktop

Once mastered, the process takes the hassle out of switching accounting platforms.

Downloading the QuickBooks Conversion Tool

The first step is to download the Conversion Tool installer from Intuit.

[if !supportLists]1. [endif]Open your internet browser and go to QuickBooks.Intuit.com

[if !supportLists]2. [endif]Search for “Conversion Tool” and click the result

[if !supportLists]3. [endif]Select Download for the Desktop version

[if !supportLists]4. [endif]Save the ConversionToolInstaller.exe file on your computer

The small installer will now be accessible on your machine.

Installation of the tool for QuickBooks conversion

After the installer is installed, double-click to open the guide setup:

[if !supportLists]1. [endif]Double click the ConversionToolInstaller.exe file

[if !supportLists]2. [endif]Select Yes in order to let the installer make modifications

[if !supportLists]3. [endif]Review the license agreement and then click I Accept

[if !supportLists]4. [endif]You can choose to leave the default installation location, or browse for a custom installation folder

[if !supportLists]5. [endif]Select Install in order to begin installing

[if !supportLists]6. [endif]After completion you can click Close to exit the installation

This Conversion Tool is now fully registered and available to use on your PC.

Running the Data Conversion Wizard

Launching the Conversion Tool opens the step-by-step Data Conversion Wizard:

[if !supportLists]1. [endif]Go to your install location and open QBConverter.exe

[if !supportLists]2. [endif]Select Convert Data from Another Application

[if !supportLists]3. [endif]Choose the source application and click Next

[if !supportLists]4. [endif]Navigate to your source data file and click Open

[if !supportLists]5. [endif]For Quicken, log in if prompted and click OK

You are now ready to migrate your data over to QuickBooks!

Matching Source Fields to QuickBooks

A key step is matching your existing data fields to QuickBooks:

[if !supportLists]· [endif]Use the drop-down menus to choose matching QuickBooks accounts and items for each old field

[if !supportLists]· [endif]Click Auto Match to automatically match source fields to likely accounts

[if !supportLists]· [endif]Review the matched fields and make manual corrections as needed

[if !supportLists]· [endif]Ensure all fields, especially critical ones, are accurately mapping to QuickBooks

Field mapping gives QuickBooks the schema for importing your data.

Selecting Data to Convert

Configure which data does and does not convert over:

[if !supportLists]· [endif]Click Customize Data Transfer

[if !supportLists]· [endif]Check the boxes to select data types to import

[if !supportLists]· [endif]Expand lists to directly select or deselect specific accounts, items, customers, etc.

[if !supportLists]· [endif]Click OK to save your data selection

This controls exactly what historical information transfers into QuickBooks.

Generating QuickBooks Company File

You’re now ready to create your new QuickBooks company file:

[if !supportLists]· [endif]Double check that all data is mapped and configured correctly

[if !supportLists]· [endif]Click Save Converted File and choose a name and save location

[if !supportLists]· [endif]The Wizard will export your converted data into a QuickBooks file

[if !supportLists]· [endif]When finished, click Close to exit the Conversion Tool

Your new QuickBooks company file with historical data will be created.

Opening Converted Company File in QuickBooks

The final step is opening your converted company file within QuickBooks Desktop:

[if !supportLists]· [endif]Launch the QuickBooks Desktop software

[if !supportLists]· [endif]Click Open or Restore an existing company

[if !supportLists]· [endif]Select and open your newly converted company file

Now you can pick up right where you left off in QuickBooks - but with all your key historical data imported and accessible.

Migrating Your Data Hassle-Free

With the QuickBooks Conversion Tool properly installed and configured, you have a streamlined way to onboard your existing data. No more starting from a blank slate!

The conversion process transforms your data from other platforms into a format QuickBooks understands natively. This unlocks access to historical records and continuity for reporting - making your accounting life much easier.