How and When to Use an Intermediate Version To Convert Older Versions of Quicken

Quicken for Mac
Quicken for Mac 2007 for Lion
Quicken for Mac 2015
Quicken for Mac 2016
Quicken for Mac 2017
Quicken for Windows
Quicken for Windows 2015
Quicken for Windows 2016
Quicken for Windows 2017

Important Notes About This Process

Converting a data file from Quicken 98 - 2003 will require converting the file to Quicken 2004. Quicken 2004 has been tested and will install and run on Windows Vista, 7, 8, and 8.1 operating systems (32- or 64-bit for Quicken 2004) through the conversion process. It is not compatible with Windows 10. After the process is complete, we strongly recommend the converted file be used for reference only. A new data file should be created for future data entry. Stability issues could occur if new data is added to the original file. 

Do not install your new version until you complete these steps:

Step 1: To convert a Quicken 98 - 2003 data file

  1. If you're using Quicken 98 - 2003 for Windows, make sure your data file is current, then backup your file. Close Quicken.
  2. Download Quicken 2004 for Windows.
  3. Select Save File, then browse to your desktop and save it there.
  4. From your desktop, double-click the newly downloaded file QW04DLX.exe.
  5. Follow the on-screen instructions to install and convert your existing data file.

Step 2: Backup data file and install Quicken 2013

  1. Backup your data file in Quicken 2004 for Windows.
  2. Close Quicken.
  3. Download Quicken 2013 for Windows.
  4. Select Save File, then browse to your desktop and save it there.
  5. From your desktop, double-click the newly downloaded file QW2013DLX.exe.
  6. 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

  1. Backup your data file in Quicken 2013 for Windows.
  2. Close Quicken.
  3. Install your current version of Quicken for Windows.

If you are converting from Quicken 2004 through 2009 to the current version

You will need to download Quicken 2013 for Windows and use it to open and convert your Quicken 2004 - 2009 file. Then, open the Quicken 2013 file in the latest version of Quicken to complete the conversion.

Note: If you convert from any Quicken Windows version older than Quicken 2010, you may experience some data file issues; unfortunately, if you choose to do this, we will be unable to help you with any conversion issues.  We can only help with conversions from 2010 or later versions of Quicken.  

Versions older than Quicken 1998:

It is no longer possible to convert versions of Quicken older than Quicken 1998; we recommend that you open a new data file in the latest version of Quicken, for stability.

Quicken for Mac Users

The steps above are applicable only to Quicken for Windows products; due to operating system restrictions, Quicken for Mac products older than 2007 are not supported for conversion.  Please see this FAQ for information about converting to a new version of Quicken for Mac.