Quicken Setup and Migration Expert Needed

$250-750 USD

In Progress

Posted 5 days ago

$250-750 USD

Paid on delivery

I need help setting up Quicken Simplify and migrating from Quicken 2017. Requirements: - Set up bank and credit card accounts - Import transactions - Replicate all fields from Quicken 2017 Ideal Skills and Experience: - Proficiency in Quicken - Experience with account setup and transaction import - Attention to detail for accurate field replication Looking for a freelancer who can ensure a smooth transition.

Account Management

Intuit QuickBooks

Project ID: 40478036

About the project

10 proposals

Remote project

Active 5 days ago

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Awarded to:

@swatijain5558

With a deep understanding of Quicken and a track record in seamless account setup and transaction import, I am well-equipped to assist with migrating from Quicken 2017 to Quicken Simplify. Could you please provide access to the Quicken 2017 file for a more detailed assessment? Regards, CA. Swati Jain, CPA | Indian CA & CS

$420 USD in 1 day

5.0

(10 reviews)

4.1

10 freelancers are bidding on average $557 USD for this job

@mussadiq3

Hi, I have carefully read the project. I’m able to assist with this. I’m CPA and CBA qualified with strong experience in bookkeeping, financial software migration, account setup, and transaction reconciliation. I have experience working with Quicken, QuickBooks, and other accounting platforms, including migrating historical financial data, setting up bank and credit card accounts, importing transactions, and ensuring records remain accurate after conversion. I can help you transition smoothly from Quicken 2017 to Quicken Simplifi by setting up your accounts correctly, importing transactions, and carefully replicating categories, fields, and historical data structure as closely as possible within the new system. I understand the importance of maintaining clean and consistent financial records during migration and will carefully review imported data to minimize errors, duplicates, or missing information. I am detail-oriented, reliable, and focused on delivering an accurate and organized setup so you can continue using the new system without disruption. Please open the chat for further discussion. Thanks & regards, Mussadiq Hussain

$250 USD in 7 days

5.0

(62 reviews)

6.8

@faizan1091

Hello, I can handle your migration from Quicken 2017 to Quicken Simplifi and ensure everything is set up accurately without data loss or mismatches. I will configure your bank and credit card accounts, import your historical transactions, and carefully replicate your existing Quicken structure—including categories, tags, and all relevant fields—so your new system mirrors your old setup as closely as possible. Key deliverables include: • Full setup of Quicken Simplifi with correct account linking • Clean import of all transaction history • Accurate mapping of categories and fields from Quicken 2017 • Verification and reconciliation to ensure data consistency • A fully functional, organized, and ready-to-use system I focus on precision and structured migration to ensure your financial data remains reliable and easy to manage after the transition. I can start immediately and complete the setup efficiently. Best regards, Faizan.

$500 USD in 7 days