Cannot Convert Quicken Checkbook Data File

Quicken for Windows
Quicken for Windows 2014
Quicken for Windows 2015
Quicken for Windows 2016

Why can’t I convert my file?

Quicken Checkbook does not support all the features and accounts found in other versions of Quicken. Because of this, data created in other versions cannot be used in Quicken Checkbook.  For example, Quicken thinks you're trying to downgrade your product from Deluxe or Premier to Quicken Checkbook.

Ok, but what I do now?

You have three options.

Continue using your existing Quicken data file

Find a version of Quicken that can convert your existing data file. Continue installing Quicken Checkbook now and then add the features that will allow you to use your existing data file.

To add features to Quicken Checkbook

    1. Choose the Help menu, and then one of the following commands:
      • Which Quicken is best for you? (Quicken Deluxe)
      • Add Business Tools (Quicken Premier)
      • Add Rental Property Tools (Quicken Premier and Quicken Home & Business)
    2. Review the information about the Quicken version you want to upgrade to.
    3. Click Add to Cart, and proceed with the order process.
    4. During checkout, create a Quicken.com account that includes a User ID and password. If you have a TurboTax login, you can use it on Quicken.com.
    5. Follow the on-screen instructions to submit your order.
    6. Download and install Quicken.

    Note:

    • If you are using Windows Vista, Windows 7, Windows 8 or Windows 10, you need administrator rights to upgrade Quicken. If you need assistance, refer to the Windows Help.
    • To add features to Quicken Checkbook you must use the process described above. Features cannot be added directly from the Shop Intuit site. They must be added from within Quicken.

    To add online services to Quicken Checkbook

    If you need to reinstall Quicken Checkbook Connected

    1. Choose Help menu > Unlock Online Services.
    2. Click Add to Cart, and proceed with the order process.
    3. During checkout, create a Quicken.com account that includes a User ID and password. If you have a TurboTax login, you can use it on Quicken.com.
    4. Follow the on-screen instructions to submit your order.
    5. When finished, close the Quicken.com website.
    6. Restart Quicken to unlock Checkbook Connected.
      1. Reinstall Quicken Checkbook.
      2. Choose Help menu > Unlock Online Services.
      3. Select Enter the unlock code from your order confirmation email.
      4. Copy and paste the unlock code.
        If you're unlocking Quicken Checkbook Connected a second or subsequent time (Help menu > Unlock Online Services) and you can't find your unlock code, search your email archives for the email you received when you first purchased Quicken Checkbook Connected. It should contain your unlock code.
      5. Click Continue.
      6. Restart Quicken.

    Note:

    • If you are using Windows Vista, Windows 7, Windows 8 or Windows 10, you need administrator rights to unlock Quicken. If you need assistance, refer to the Windows Help.
    • To add online services to Quicken Checkbook you must use the process described above. Online services cannot be added directly from the Shop Intuit site. They must be added from within Quicken.

    Start over with a new data file

    If you don't mind starting fresh with Quicken Checkbook, continue the installation to create a new data file. Please note that your old data will not be available if you take this route.

    Continue using your existing version of Quicken

    If you do not want to upgrade to Quicken Checkbook, click Cancel. Quicken Checkbook will not be installed and you can continue using your existing version of Quicken.

     

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    Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.