





Switching to Quicken from another accounting software? Follow these step-by-step instructions for a flawless transition. Need expert help? Call







- Save your records in CSV, QIF, QFX, or OFX format for compatibility.
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- Review, organize, and clean up financial records to avoid errors.
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- Open Quicken and go to File > Import > Select File Type.
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β Compare your imported transactions with bank statements.
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