QuickBooks Migration Tool

Moving to QuickBooks from Quicken, Microsoft Money, GnuCash, a spreadsheet or another accounting app means bringing your bank and credit card history with you. QuickBooks only imports bank transactions as QBO (Web Connect) files, plus IIF in QuickBooks Desktop, so the export from your old program has to be converted first. Find what you're moving from below, export that file, and convert it with the free tool next to it.

Which converter for which program

Only PDF statements from the old bank? A PDF has to be read before it can be converted; StatementConverterAI turns PDF statements, scans included, into QBO files.

How to migrate your bank history to QuickBooks

  1. 1

    Pick a cut-over date

    Decide the first day QuickBooks takes over, usually the start of a month or year. You only need history from that date on for each account; older years can stay in the old program as a read-only archive.

  2. 2

    Export each account from the old program

    One file per bank or credit card account: CSV or Excel from a bank website or accounting app, QIF from Quicken, Microsoft Money or GnuCash, OFX or QFX from a bank download. Quicken exports one account at a time under File → Export → QIF File.

  3. 3

    Convert it with the matching tool

    Use the table above. Every converter runs in your browser, so the file never leaves your computer. For QuickBooks Online the target is always a QBO file; for QuickBooks Desktop either QBO (Web Connect) or IIF.

  4. 4

    Set up the accounts in QuickBooks

    Create each bank and credit card account with its balance on the day before the cut-over date, so the imported transactions add up to the old program's ending balance.

  5. 5

    Import the files

    QuickBooks Online: Transactions → Bank transactions → Link account → Upload from file, then pick the QuickBooks account. QuickBooks Desktop: File → Utilities → Import → Web Connect Files for QBO, or File → Utilities → Import → IIF Files for IIF (back up the company file first).

  6. 6

    Review and reconcile

    QBO imports land on the For review tab, where you categorise or match each line. Then reconcile each account against the old program's balance on the same date; a gap means a missing or doubled export range.

What doesn't carry over

Formats explained in What is a QBO file?; for a plain CSV upload without converting, see Import CSV into QuickBooks Online. If an import fails, see QuickBooks import errors.

Frequently asked questions

Is this a full QuickBooks migration tool?

It moves bank and credit card transactions, which is the bulk of the history in Quicken, Microsoft Money, GnuCash, Excel or another accounting app. Customers, vendors, invoices, bills, payroll and attachments are not converted. To move a whole QuickBooks Desktop company file to QuickBooks Online, use Intuit's own Desktop-to-Online migration inside QuickBooks Desktop.

How do I move from Quicken to QuickBooks?

Export each Quicken account as a QIF file (File → Export → QIF File). For QuickBooks Online, convert it with QIF to QBO and upload it under Bank transactions. For QuickBooks Desktop, QIF to IIF keeps your Quicken categories as the QuickBooks account on the other side of each transaction, so the lines arrive already posted.

Can I move transactions from QuickBooks Online to QuickBooks Desktop?

Bank transactions, yes. Take the QBO files you uploaded to QuickBooks Online (or download them again from the bank) and convert them with QBO to IIF, or import the QBO files directly through File → Utilities → Import → Web Connect Files. Customers, invoices and other records need Intuit's own tools.

Will migrated transactions duplicate ones already in QuickBooks?

QBO files carry a transaction ID (FITID) that QuickBooks uses to recognise transactions it already has. OFX and QFX conversions keep the bank's original IDs, and CSV, Excel and QIF conversions build each ID from the date, amount and description, so converting the same file again gives the same IDs. IIF imports have no such check, so import each IIF file once and check the register.

Is my financial data uploaded anywhere?

No. Every converter on this site runs in your browser; the file is read and converted on your computer and never sent to a server. The converters are free with no transaction limit.