Convert Data From an Earlier Version of Quicken (When to Use an Intermediate Version)
Overview
When you open your Quicken data file in a new version of Quicken, your data file is updated to work with the newer program. We call this converting your data. You can also "convert" your data from Quicken for Windows to Quicken for Mac (or vice versa).
Important: The conversion process provided here applies only to U.S. versions of Quicken.
Instructions
Before you begin: The option to convert files from previous versions of Quicken is available, however, if you convert from any Quicken for Windows version older than Quicken 2010, you may experience some issues with the data file. Unfortunately, if you choose to do this, we will be unable to assist you with any issues you encounter during the conversion process. We can only assist with conversions from 2010 or later versions of Quicken.
Also, you don't need to worry about uninstalling Quicken before going through the conversion process. Installing a new version of Quicken automatically uninstalls the older version.
If you are converting a data file from Quicken 2010 or later
You're all set! An intermediate version of Quicken is not necessary. Simply install your new version of Quicken and open your data file. You don't need to follow the steps in this article.
If you are converting from Quicken 2004 through 2009
You will need to download Quicken 2013 and use it to open and convert your Quicken 2004 - 2009 file.
Do not install your new version until you complete these steps:
Step 1: Back up your file and install Quicken 2013
- Back up your data file in Quicken.
- Close Quicken.
- Download Quicken 2013 for Windows. Please note that although the Quicken 2013 provided here is Deluxe, it can also convert files from higher versions of Quicken.
- Select Save File, then browse to your desktop and save it there.
- From your desktop, double-click the newly downloaded file QW2013DLX.exe.
- Follow the on-screen instructions to install and convert your existing data file.
Step 2: Install the current version of Quicken
- Back up your data file in Quicken 2013.
- Close Quicken.
- Install your current version of Quicken for Windows.
Converting a data file from Quicken 98 - 2003
This will require converting the file to Quicken 2004 first.
Quicken 2004 has been tested and will install and run on Windows 7, 8, and 8.1 operating systems (32- or 64-bit for Quicken 2004) through the conversion process. It has not been tested with Windows 10 or Windows 11.
Do not install your new version until you complete these steps:
Step 1: Back up and install Quicken 2004
- In your Quicken 98 - 2003, make sure your data file is current, then back up your file.
- Close Quicken.
- Download Quicken 2004 for Windows.
- Select Save File, then browse to your desktop and save it there.
- From your desktop, double-click the newly downloaded file QW04DLX.exe.
- Follow the on-screen instructions to install and convert your existing data file.
Step 2: Back up and install Quicken 2013
- Backup your data file in Quicken 2004.
- Close Quicken.
- Download Quicken 2013 for Windows. Please note that although the Quicken 2013 provided here is Deluxe, it can also convert files from higher versions of Quicken.
- Select Save File, then browse to your desktop and save it there.
- From your desktop, double-click the newly downloaded file QW2013DLX.exe.
- Follow the on-screen instructions to install and convert your existing data file. This is the last intermediate step before converting to the version of Quicken you'll end up using.
Step 3: Install the current version of Quicken
- Back up your data file in Quicken 2013.
- Close Quicken.
- Install your current version of Quicken for Windows.
Converting a data file from versions of Quicken older than 1998
Unfortunately, it is no longer possible to convert from versions of Quicken older than Quicken 1998; we recommend that you open a new data file in the latest version of Quicken, to ensure data stability.
After the process is complete, verify the information is correct. If you find errors or issues with your data, it is best to manually correct them.