Working with Your Company Data > Importing and Exporting Data > Importing Data > Import Records from Quicken
Import Records from Quicken
Before you can perform this task
- Prepare the Quicken file you want to import into Sage 50 Accounting
- Change
to single-user mode
- Make sure your regional settings are the same as the machine on which the Quicken records were exported
To import Quicken addresses into Sage 50 Accounting:
- Open Sage 50 Accounting. In the Home window, on the File menu, choose Import/Export, and then Import Records.
- When the Import Records Wizard starts, select Quicken.
- (Optional) To back up your data, click Back Up and select the backup options
- Complete the remaining steps in the Import Records Wizard and click Finish.
- Review the records you have imported.
To import Quicken accounts into Sage 50 Accounting:
Note: Accounts can be imported only when you are creating a new company.
- In the Home window, from the File menu, select New Company.
- In the List of Accounts step, select Have Sage 50 Accounting create a list of accounts from an export file.
- In the next window, select Quicken and click Next.
- Enter the name of the Quicken account files you want to import. You can also import Quicken files with vendor, customer, and employee records at this time.
- Complete the remaining steps in the New Company Setup Wizard and click Finish.
- Review the records you have imported.