Converting from Quicken Windows to Quicken Mac 2016 and 2017

Quicken for Mac
Quicken for Mac 2015
Quicken for Mac 2016
Quicken for Mac 2017
Quicken for Windows
Quicken for Windows 2014
Quicken for Windows 2015
Quicken for Windows 2016
Quicken for Windows 2017

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 or Quicken for Mac 2017 AND you did NOT purchase Quicken from the Mac App Store, follow these directions.

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 2017.
  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 2017. The conversion may take several minutes depending on the size of the data file.

     

If you are using Quicken for Mac 2015, Quicken for Mac 2016 OR if you purchased Quicken for Mac 2017 from the Mac App Store, follow these directions.

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 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.

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.

 

Search Support:

Search form

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