Converting from Quicken Windows to Quicken Mac

Product Version
Windows 2019
Windows 2017
Windows 2016
Mac 2019
Mac 2016
Mac 2017
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If you are coming from Quicken for Windows to Quicken for Mac, follow the steps below. 

Before you begin

  • Validate your file in Quicken for Windows. You can do this by following these steps:
    1. Click on File on the top menu bar, then select File Operations > Validate & Repair.
    2. Put a check next to Validate file.
    3. Click OK.
  • Cancel any repeating Bill Pay payments you have set up in your file. You can find steps for this process here
  • 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. 
  • For instructions on moving your Quicken data files from one computer to another, click here

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 on your Mac computer and select "Start from a Quicken Windows file"

Converting from Quicken Windows to Quicken Mac

  1. Sign in using your Quicken ID, or Create a Quicken ID

Converting from Quicken Windows to Quicken Mac

  1. Select your Mobile preferences

Converting from Quicken Windows to Quicken Mac

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

Converting from Quicken Windows to Quicken Mac

  1. 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

  1. 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  

 

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

Important: The conversion tool provided below is not supported for use in Windows Vista, XP, or older.

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 product can import.  Note: If you have experienced problems using the in-product conversion tool, try the stand-alone version in this FAQ.

  • Installing the Conversion Utility Tool
    • Save the Quicken Converter EXE in your Downloads folder on your Windows computer.
    • Open the downloaded file. If you're using Chrome as your internet browser, you can simply click the download status icon in the bottom left of the Chrome window.
      Converting from Quicken Windows to Quicken Mac
    • This will open the WinZip Extractor. Click Browse to select a different folder to extract to. 
      Converting from Quicken Windows to Quicken Mac
    • Select the Desktop and click OK.
      Converting from Quicken Windows to Quicken Mac
    • This will take you back to the first WinZip Extractor screen. Click Unzip.
    • Browse to the location the files were extracted to and click QuickenConverter > Disk1. Click setup.exe to start the installation.
    • Accept the license agreement and click Next. Keep the default location and click Next. Click Install.
      Converting from Quicken Windows to Quicken Mac
    • Wait for the installer. When it is finished, make certain the Launch Quicken Converter box is checked in before clicking Finish.
    • Converting from .QDF to .QXF

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

    Converting from Quicken Windows to Quicken Mac

    3. Sign in using your Quicken ID, or create a Quicken ID

    Converting from Quicken Windows to Quicken Mac

    4. Select your Mobile preferences

    Converting from Quicken Windows to Quicken Mac

    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: 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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