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The steps to get started depend on whether you are new to Quicken or whether you are converting from another version of Quicken.

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  1. Visit the Learning Center and select the Manage Business card.
  2. Open Migrate Business Categories tool (via Categories window>"..." menu or via Learning Center.
  3. Click "Select More Categories" button
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  4. Review the learning steps. There is information you will want to understand.
  5. On the final slide, click Migrate Business Categories.
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  6. Migrate any categories that appear under Migrate Your Business Categories.
  7. At the bottom of the screen, click Select More Categories.
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  8. Review the categories to be sure all relevant categories have been migrated. Select any category you have been using to record business transactions prior to the upgrade.
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  9. Select categories they've been using for business prior to upgrade and when done, click OKthe upgrade.
  10. Click OK.
  11. Select an appropriate action for each category in the Action field.
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  12. Click "Migrate Categories" button to complete the process.

For more information about getting started with Quicken Business & Personal, see:




If you are converting from a different version of Quicken

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titleStart from a .QIF file exported from another application

Disclaimer

Quicken has no control over the data that is exported from other personal finance applications. As such, our import is only as good as the exported data provided in a .QIF file.
We want to make the transition to Quicken easy and have put a great deal of effort into handling issues related to missing or incorrect data that is imported from other personal finance applications.
However, we have found gaps or missing data in these exported QIF files, especially with investment transactions. As a result, some data cleanup after import may be required after your data is imported into Quicken (see the known Banktivity and Moneydance issues below).
Please read these Help topics carefully to ensure a smooth transition to Quicken:

Note: Personal finance applications other than Banktivity and Moneydance have not been tested for import in Quicken.
Quicken supports data import from other personal finance applications such as Banktivity and Moneydance. For this, you need to first export data from the other applications into a .QIF file and then import the .QIF file into Quicken.


Export data from Banktivity to a .QIF file

  1. Open your Banktivity application. Select File >Export > QIF file.
  2. Make sure that you select all the accounts you wish to import in Quicken. Incremental import of QIF files into Quicken is not supported.
  3. Save the newly created QIF file and exit Banktivity.

Export data from Moneydance to a .QIF file

  1. Open your Moneydance application. Select File >Export.
  2. On the Export Date window, select Format: QIF and date: All Dates
  3. Save the newly created QIF file and exit Moneydance.

Import an exported .QIF file into Quicken

  1. Open the Quicken application.
  2. In Quicken, choose File > New to start a new data file. The Let's get started window is displayed.
  3. Select the option Start from a .QIF file exported from another application.
  4. You'll be asked if you want to use Quicken Mobile or Web. Make your selection and continue.
  5. Click Next. The Import data from another application window is displayed.
  6. Follow the on-screen instructions to import the .QIF file in Quicken.

After conversion please read these Help topics:

Next Steps: If you are converting from another version of Quicken