The steps to get started depend on whether you are new to Quicken or whether you are converting from another version of Quicken.
If you are using Quicken for the first time or want to start fresh with a new data file, perform these steps:
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If you are upgrading to Quicken Business & Personal from Quicken Deluxe or Quicken Premier you will want to consult the Learning Center and migrate your categories.
To integrate your historical business data into the new Business dashboard and business reports, you need to migrate your previously used transaction categories to the new Business categories. This step will ensure that all your past business transactions are conveniently accessible and well-organized in the updated system, providing a comprehensive view of your business's financial history. |
For more information about getting started with Quicken Business & Personal, see:
Quicken can convert your existing data from Quicken for Mac 2007, Quicken Essentials and Quicken for Windows. Just choose the version you are coming from when prompted during first use.
You can also import data from these other versions into an existing Quicken data file via the File > Import menu.
If you are upgrading from Quicken Essentials, perform these steps:
Take a look at the post-conversion tasks. |
Take a look at the post-conversion tasks. |
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DisclaimerQuicken 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. Note: Personal finance applications other than Banktivity and Moneydance have not been tested for import in Quicken. Export data from Banktivity to a .QIF file
Export data from Moneydance to a .QIF file
Import an exported .QIF file into Quicken
After conversion please read these Help topics: |