Quickbooks Conversion Tool
Basic Information

What is Quickbooks conversion tool? This tool converts other accounting software file to Quickbooks company file. You cannot just go to Quickbooks program and open other accounting software file. It will not automatically upgrade it. You have to use this tool.

This is a free program. You just need to download and install it in your computer and you're good to go. Click here to download the Quickbooks conversion tool from Intuit's website. If you want to directly download it from Intuit's server without going to the website, click here.

Other information about Quickbooks Conversion Tool:

System Requirements

In order for the conversion tool to run properly on your computer, you need the following hardware specification:

  • Operating System should be any of the following: Windows Vista, Windows XP or Windows 2000
  • Processor should be at least 500MHz Intel Pentium II (or the equivalent)
  • Recommended Processor is 1GHz Intel Pentium III
  • Minimum Memory (RAM) is 512MB (the minimum will be slow and might not handle larger files)
  • Recommended Memory (RAM) is 1GB or higher
  • Recommended Hard Drive disk space is 2GB
  • Microsoft .Net Framework version 2.0

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List of Financial Software

Each financial software has a corresponding Quickbooks version on where it will be converted. You cannot just convert one financial software file and choose whatever Quickbooks version you want.

The table below shows the financial software you might have and the corresponding Quickbooks version that it can be converted.

Your current financial software version

Quickbooks Version

Peachtree 2001 - 2010 Quickbooks Pro or Premier 2006-2010
Quickbooks Enterprise Solutions 6.0-10.0
Microsoft Small Business Accounting 2006 Quickbooks Pro or Premier 2006-2010
Quickbooks Enterprise Solutions 6.0-10.0
Microsoft Office Accounting 2007 - 2009 Quickbooks Pro or Premier 2006-2010
Quickbooks Enterprise Solutions 6.0-10.0
Microsoft Office Accounting Express 2007 - 2009 Quickbooks Simple Start 2008-2010

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Data that can and cannot be converted

The conversion tool imports business data, account balances, and transactions from other financial software into Quickbooks. It can also convert payroll information, like the ones below:

  • Employee list information includes contact information and Social Security Number
  • Payroll General Ledger account balance information

There are some payroll information that the Quickbooks conversion tool cannot convert, like the ones below:

  • Paychecks (which are converted as General Journal entries)
  • Employee Year-To-Date (YTD) information
  • Payroll Items
  • Individual employee wage or deduction information

Here are some other information that cannot be converted:

  • Job Costing
  • Fixed Asset Items
  • Work Tickets
  • Closed or partially closed Sales Orders, Purchase Orders, and Estimates

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Quickbooks Conversion Tool Installation

Here are the steps on installing the conversion tool. After you download the program from the link above, follow the steps below:

  1. If you see the Open File window, click the Run button.

Quickbooks Conversion Tool Open File

  1. The Quickbooks Conversion Tool is preparing the installation wizard.

Quickbooks Conversion Preparing to Install

  1. Click Next on the Welcome to InstallShield Wizard.

Quickbooks Conversion Tool Welcome to InstallShield

  1. Click I accept the terms in the license agreement then click Next.

Quickbooks Conversion Tool License Agreement

  1. This window shows where the Quickbooks conversion tool will be installed. If you want to change the location click the Change button. But if you're okay with the location then just click Next.

Quickbooks Conversion Tool Destination Folder

  1. Click Install to start installing the application.

Quickbooks Conversion Tool Install

  1. Wait for the installation to finish then click the Finish button to exit the installation wizard.

Quickbooks Conversion Tool Installation

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How to use the conversion tool

There are couple of things that you have to remember before using the Quickbooks conversion tool:

  • Make sure that the application of the file that you are converting is installed on your computer (either Peachtree or Microsoft Software).
  • Quickbooks must be installed, licensed and registered.

Using the conversion tool:

  1. Open the Quickbooks conversion tool either by double clicking on the desktop or going to your All Programs.
  1. Click either I am converting my own company or I am an accountant converting my client's company then click Start Quickbook Conversion button to continue.

Quickbooks Conversion Tool Getting Started

  1. Choose the accounting software you are converting it from. Click the dropdown box and select it then click Next.

Quickbooks Conversion Tool

  1. Click the Browse button to browse for the company file that you want to convert then click Next to proceed.

Quickbooks Conversion Tool

  1. Select the Quickbooks product where you want to convert the company file to. Click Browse if you want to change the filename and the location where this company file will be saved then click Next to continue.

Quickbooks Conversion Tool

  1. Select the conversion level then click Next.
  • Lists and transactions (including historical transactions) - select this option to include not only the lists but also the transactions when the file is converted.

  • Lists only - select this option to ONLY include the lists in the conversion. You can select what lists to include by placing a check mark on the List-only options section.

Quickbooks Conversion Tool

  1. Set the preference that you want then click Next.
  • Conversion Date - The data that will be converted will be up to the date that you specify in the conversion date. Anything AFTER this date WILL NOT be converted.

  • Name default - you can choose either by Name or ID.

Quickbooks Conversion Tool

  1. This will give you the selections you've made from the previous windows. If you need to change anything, click the Back button or if you're satisfied go ahead and click Start.

Quickbooks Conversion Tool

  1. The conversion might take some time depending on how much data is being converted. Once the conversion is done, it will give you a summary of what was converted and not converted. Click Finish.

Quickbooks Conversion Tool

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