considering migrating to Quicken Business & Personal, how to migrate data

dhdurgee · October 11

I have been using Quicken 98 for personal accounting and QuickBooks 2011 for business accounting for years. I have been using CheckFree Web for paying both personal and business bills.

CheckFree Web is being discontinued effective December, so I need to address this problem. I like being able to pay both personal and business from one service, so I was considering Quicken Bill Manager. Looking at the products I see that for a few dollars more I could be using Quicken Business & Personal.

My question is how do I migrate my data from both Quicken 98 and QuickBooks 2011 into the new package? I don't see much documentation on this, so perhaps someone can point me to it.

Thank you in advance for any assistance you can give me in this,

Dave

SRC54 · October 11

You won't be able to migrate your data to the Simplifi version of Business and Personal. You might be able to migrate it to the Quicken Classic version of Business and Personal.

They are separate products. Quicken Classic is a desktop app and Quicken Simplifi is a cloud based web app.

If you want to use the Simplifi version, you have to pretty much start from scratch, which may be worth it for you especially with the end of the year approaching. You can only import using .csv files though.

If you want to migrate to Quicken Classic version, check out the Quicken Support group at https://community.quicken.com . Maybe they can tell you if Quicken 98 and Quickbooks can be imported to their product. I think so, but not sure.

Hope this helps.

dhdurgee · October 12

Suppose I migrate to the Classic version of Business and Personal, could I then migrate from there to the Simplifi version?

Dave

RobWilk · October 12

I believe there is not yet a direct way to transfer from Classic to Simplifi. There may be a way to export snd import transactions, but at least some of simplifi’s reports currently ignore all transactions prior to account creation date in Simplifi.

SRC54 · October 12

Sorry we don't have better news for you, but I did do the jump from Classic to Simplifi and I did manage to import 1 year's worth of transactions using .csv. It took a lot of cleaning up, of course.

Splits were entered as separate transactions, etc. I had to recategorize. But the first thing I did was redo all of Simplifi's categories to match the ones I had in Classic. Even though they didn't import, I could just print out a month of transactions at a time and clean them up month by month. It took me about a week.

DannyB · October 12

@dhdurgee Quicken Simplifi and Quicken Classic are two completely different animals. I'm not a software designer or engineer and have no expertise in the minutia of accounting beyond a layman's understanding. But from my experience, QS is a rather unique platform among personal finance apps.

You will have to wait to hear from some of the users of the Quicken Simplifi Personal and Business folks since I have no experience with that variation.

As already pointed out if you need a deep history of your personal and/or business accounting, QS is not going to work for you.

Since you are using older versions of Quicken Classic for your personal and QuickBooks for your business, it seems to me you would continue to have access to that data in those to apps while starting fresh with QS Business & Personal going forward. You have 30 days to try it out and receive your subscription money back if it doesn't look like a fit after a few weeks.

considering migrating to Quicken Business & Personal, how to migrate data

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