Converting from Quicken Windows to Quicken Mac 2017

Quicken for Mac
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Quicken for Mac 2017
Quicken for Windows
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Quicken for Windows 2015
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Quicken for Windows 2017

If you are coming from Quicken for Windows to Quicken for Mac, follow the steps below. 

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 transactions are not showing. Manually add the transactions that are missing. 

If you are using Quicken for Mac AND you did NOT purchase Quicken from the Mac App Store:

1. Open your new Quicken for Mac software and select "Start from a Quicken Windows file"

Converting from Quicken Windows to Quicken Mac 2017

2. Sign in using your Intuit ID, or Create an Intuit ID

Converting from Quicken Windows to Quicken Mac 2017

3. Select your Mobile preferences

Converting from Quicken Windows to Quicken Mac 2017

4. Select the Quicken Windows data file (.QDF file) you wish to import into Quicken for Mac.

Converting from Quicken Windows to Quicken Mac 2017

5. After Selecting your Quicken Windows data file (.QDF), you may see a download progress screen. Quicken automatically downloads the conversion utility it needs to convert your Quicken for 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.

Converting from Quicken Windows to Quicken Mac 2017

6. Finally, you will see the "Exporting data…" progress screen as your Quicken Windows data is imported into Quicken for Mac. The conversion may take several minutes depending on the size of the data file.

Converting from Quicken Windows to Quicken Mac 2017  

 

If you purchased Quicken for Mac 2017 from the Mac App Store:

1. Download the Conversion Utility Tool on your Windows computer. If you have previously installed the Conversion Utility Tool, you will need to uninstall it before downloading and installing this one. This tool converts your Quicken Data File (.QDF) to a .QXF format that the Mac 2017 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.

Converting from Quicken Windows to Quicken Mac 2017

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

Converting from Quicken Windows to Quicken Mac 2017

4. Select your Mobile preferences

Converting from Quicken Windows to Quicken Mac 2017

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. 

 

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 10 and 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 converter here.
  7. Run the installation again, and create a new .QXF file for the conversion.

 

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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.