Convert Data From an Earlier Version of Quicken (When to Use an Intermediate Version)

Product Version
Windows
Windows 2017
Windows 2016
Mac
Mac Other Versions
Mac 2016
Mac 2017
Mac 2007 for Lion
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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's architecture.  We call this converting your software.  You can also "convert" your data from Quicken for Windows to Quicken for Mac (or vice versa). 

Quicken for Windows

Before you begin: If you convert from any Quicken for 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.  

If you are converting a data file from Quicken 2010 or later 

You do not need to follow the steps in this article. An intermediate version of Quicken is not necessary. Simply install your new version of Quicken and open your data file. You can find more detailed steps by clicking here

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 and install Quicken 2013

  1. Back up your data file in Quicken.
  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.

Step 2: Install the current version of Quicken

  1. Back up your data file in Quicken 2013.
  2. Close Quicken.
  3. 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 is not compatible with Windows 10.

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

Step 1: Back up and install Quicken 2004

  1. If you're using Quicken 98 - 2003, make sure your data file is current, then back up 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: Back up and install Quicken 2013

  1. Backup your data file in Quicken 2004.
  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. Back up your data file in Quicken 2013.
  2. Close Quicken.
  3. Install your current version of Quicken for Windows.

Converting a data file from versions of Quicken older than 1998

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, for stability.

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. 

Quicken for Mac

Can I convert from an earlier version of Quicken for Mac to the 2018 release?

Can I convert from a version of Quicken for Mac older than 2007?

Quicken for Mac products older than 2007 are not supported for conversion; however, if you have a data file from an older version of Quicken for Mac, you can attempt to update to the latest Mac version.  

  1. Install the latest version of Quicken for Mac
  2. Select the Start from a Quicken Mac 2007 file option, even if your file is from a version that's older than 2007.  See the "Start from an existing Quicken 2007 file" section in this FAQ for information about converting to a new version of Quicken for Mac. ​

Please note that this conversion may not be successful, given the age of your data file; we recommend that you open a new data file in the latest version of Quicken, for stability.

For other conversion scenarios involving Quicken for Mac, click here

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