Converting files to Quicken Mac

Quicken for Mac
Quicken for Mac 2007 for Lion
Quicken for Mac 2015
Quicken for Mac 2016

If you recently upgraded to Quicken Mac 2016 from another version of Quicken you will need to convert your file. Select the conversion process below that fits your situation.

  • Converting a file from Mac 2015 to Quicken Mac 2016.

    After installing the Quicken Mac 2016 product you will be prompted to select which version of Quicken you will be converting. When you are converting from Quicken for Mac 2015 follow the steps below.

    • Select Start from a Quicken Mac 2015 file 
    • Open Quicken Mac 2015 and Update your online accounts and scheduled transactions.  
    • Quit Quicken Mac 2015. The file can not be imported if Quicken Mac 2015 is running. 
    • Click the Select button and choose the file to convert (or drag and drop the file on the window).
    • Click Next to convert your file.  
    • Wait while the conversion is processing
      • How will I know if my data file is being converted?
        You'll see a message telling you that your data file is being imported
        Converting files to Quicken Mac

        Note: This could take a very long time if you have a very large data file (more than five or ten years of data) and/or an older computer.

    • Now your data should show up in the Product. 

    Note: Always check the account balances before and after the conversion.

     

  • Converting a file from Mac 2007 to Quicken Mac 2016.

    After installing the Quicken Mac 2016 product you will be prompted to select which version of Quicken you will be converting. When you are converting from Quicken for Mac 2007 follow the steps below.

    Note: Prior converting your data file make sure that it has no password; remove it if there is one. Disable downloading of transactions on all any old and current accounts Disable "Pay bills online" on any current active accounts.

    • Select Start from a Quicken Mac 2007 file 
    • Sign in using your Intuit ID, or create an Intuit ID
    • Select your Mobile preferences 
    • Open Quicken Mac 2007 and Update your online accounts and scheduled transactions.  
    • Quit Quicken Mac 2007. The file can not be imported if Quicken Mac 2007 is running. 
    • Click the Select button and choose the file to convert (or drag and drop the file on the window).
    • Click Next to convert your file.  
    • Wait while the conversion is processing
      • How will I know if my data file is being converted?
        You'll see a message telling you that your data file is being imported
        Converting files to Quicken Mac

        Note: This could take a very long time if you have a very large data file (more than five or ten years of data) and/or an older computer.

    • Now your data should show up in the Product. 

    Note: For Bill Pay in Quicken 2016 be sure that your account connection is set to direct connect. Click here for more information on connection types. Always check the account balances before and after the conversion.

     

  • Converting a file from a Quicken Windows version to Quicken Mac 2016.

    If you are coming from Quicken Windows to Quicken for Mac, follow the steps below. If you still have access to a Windows computer and Quicken Windows, read this support topic on preparing your file for import into Quicken for Mac.

    If you are using Quicken for Mac 2016 version 3.1.0 or later AND you did NOT purchase Quicken from the Mac App Store, follow these directions.

    Quick Start Instructions

    1. Launch Quicken for Mac 2016
    2. Choose the “Start from a Quicken Windows file” option
    3. Sign in with your Intuit ID and register when prompted
    4. Set your mobile sync preference (you can change this at any time)
    5. Select your existing Quicken Windows (.QDF) file when prompted.

    Thats it!

    Detailed instructions

    1. Open your new Quicken for Mac Software and select "Start from a Quicken Windows file"
    2. Sign in using your Intuit ID, or Create an Intuit ID
    3. Select your Mobile preferences
    4. Select the Quicken Windows file (.QDF file) you wish to import into Quicken for Mac 2016.
    5. After Selecting your Quicken Windows (.QDF) file, you may see a download progress screen as Quicken automatically downloads the latest conversion utility it needs to convert your Quicken Windows file. If you see this window just wait. The process will continue automatically after the download is complete.
      If you don’t see this progress window, that means Quicken already has the latest conversion utility and you will jump straight to step 6.
    6. Finally, you will see the Exporting data… progress screen as your Quicken Windows data is imported into Quicken for Mac 2016. The conversion may take several minutes depending on the size of the data file.

       

    If you are using Quicken for Mac 2015 OR if you purchased Quicken for Mac 2016 from the Mac App Store, follow these directions

    Quick Start Instructions

    1. Download the Conversion Utility Tool on your Windows computer
    2. Unzip and Install the Conversion Utility on your Windows computer
    3. Select your existing Quicken Windows (.QDF) file when prompted
      • A new, .QXF file will be created
    4. Copy the .QXF file to your Mac
    5. Launch Quicken for Mac 2016
    6. Choose the “Start from a Quicken Windows file” option
    7. Sign in with your Intuit ID and register when prompted.
    8. Set your mobile sync preference (you can change this at any time)
    9. Select the .QXF file you created in Step 3 when prompted.

    Thats it!

    Detailed Instructions

    1. Download the Conversion Utility Tool on your Windows computer. This tool converts your Quicken Data File (.QDF) to a .QXF format that the Mac 2016 product can Import.  Note: If you have experienced problems using the in product conversion tool, try the stand-alone version in this FAQ.

    2. Open your new Quicken for Mac Software and select Start from a Quicken Windows file

    3. Sign in using your Intuit ID, or create an Intuit ID

    4. Select your Mobile preferences

    5. Select the .QXF file on your Mac to import the data. After selecting the .QXF file the conversion may take several minutes depending on the size of the data file. 

    Note
    Always check the account balances before and after the conversion. If your data doesn't match be sure to see which account is in error and what transaction are not showing. Manually add the transactions that are missing. 

    If you are having trouble converting the files follow these steps

    Uninstall the converter from your Control Panel, and delete the Downloaded Converter. Then follow these steps to clear your Temp files and reinstall:

    1. Locate the temporary install folder for your version of Windows:
      • Windows 8: Hit the Windows Key + R and type %temp% into the run box, then hit Enter on your keyboard.
      • Windows 7 and Vista: Hit Start and type %temp% into the search box, then hit Enter key on your keyboard.
    2. Hold the CTRL-A on your keyboard to select all files.
    3. Hold the CTRL-D on your keyboard to delete all files.
    4. If asked are you sure, click Yes.
    5. If you receive a prompt for files in use, check the box Do this for all current items and click Skip.
    6. Download the latest convert from http://quicken.com/mac2015downloadwinconverter
    7. Run the installation again, and create a new QXF file for the conversion.

     

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