Converting from Quicken Windows to Quicken Mac

Product Version
Mac
Windows
326 people found this helpful

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.
  • 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

Instructions:

Using the converter in Quicken for Mac

  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. In some cases, this process can take up to an hour. 

Converting from Quicken Windows to Quicken Mac  

 

 

Help us improve our support center

Still can't find what you're looking for? Try these:

Contact Support

Free expert help from our Quicken
Customer Support team.

Talk to Support
Community

Get help from expert users — the best
place for your tough questions.

Ask Our Community
Premium Support

Get priority access to our expert Quicken agents.
Skip the line and enjoy shorter wait times.

Learn More
Contact Support
Find what you need right now. Or talk to our support team for expert help.
Chat with us Wait time: Estimating...
Call us (650) 250-1900 Wait time: Estimating...
Ask the community