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Quicken to QuickBooks Online Migration

Quicken to QuickBooks Online Migration

Quicken is built for personal finances. When the business outgrows it, we move your accounts, payees and history into QuickBooks Online and set it up as a proper business file.

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What We Move Over

Real_Time_Access

Accounts

Bank, card and loan accounts with their balances.

Automatic_Updates

Payees

Payees turned into customers and vendors.

Enhanced_Collaboration

Categories

Quicken categories mapped to a business chart of accounts.

Integrations

History

The transaction history you need for reporting and taxes.

Data security

Invoicing

Invoicing and bill tracking set up in QuickBooks Online.

Simplified_Transactions

Bank Feeds

Bank and card accounts connected so new transactions flow in.

Financial_Insights

What Needs Care

Quicken categories are often mixed between personal and business use. We help you separate them so the business books start clean.

Cost_Effective

Clean Handoff

Notes and training so your team can carry on without gaps.

Why Businesses Are Leaving Quicken

Common Reasons We Hear:

  • The Business Needs Invoicing, Bills and Payroll
  • The Accountant Wants Proper Business Reports
  • Personal and Business Money Need to Be Separated
  • More Than One Person Needs Access

How It Works

Data_Integrity_and_Completeness

1. Discovery Call

We look at your Quicken data, how much history you have and what you want from QuickBooks Online.

Customization_and_Configuration

2. Fixed Quote

You get a written scope, timeline and price.

Backup_and_Security

3. Extract and Clean

We pull the data out of Quicken and fix problems before it moves.

Training_and_Support

4. Migration

We map the data into QuickBooks Online and connect banks and payroll.

Integration_with_Third_party_Applications

5. Tie Out and Handoff

We confirm the numbers match, then hand everything to you or your bookkeeper.

How long does it take? Most projects take 2 to 4 weeks, depending on how many years of history you bring over and the condition of the data. We agree a cutover date up front so there is no gap in your books.

Questions People Ask

Can you separate personal and business transactions?

We set up the mapping and flag anything unclear for you or your bookkeeper to confirm.

Usually the current year plus opening balances, but we can bring more.

Yes. We set up the file, users and bank connections.

Yes. We work white label for many bookkeeping firms and hand the finished file straight back to you.

Why Choose True Tally Services?

  • 25+ Years of Data Integration: Old, custom and unsupported systems are routine for us.
  • Built for Bookkeepers: Many firms use us white label.
  • Fixed Pricing: You get a written scope and price before we start.
  • Numbers That Match: Every project ends with a tie out report and a clean handoff.

Ready to Move Off the Desktop?

Tell us what you use today and where you want to be. We will reply within one business day. Book a call.