Can I migrate data from Quicken Classic Business & Personal to Quicken Business & Personal?

Question

I would like to switch from Quicken Classic Business & Personal to Quicken Business & Personal, the online app. Can I migrate the data from classic to online? If not officially, are there workarounds?

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SRC54 · Accepted Answer

Sorry, there is no direct way to migrate from the Quicken Classic Product to the Simplifi (online) product.  You would have to create new accounts and then import transactions by .csv file.

If you want to make the change, I would suggest just starting fresh and using your old QBP file for reference.

Perhaps in the future Quicken will offer a migration path; there have been requests.