How to manage a Quicken Transfer Format (QXF) file in Quicken for Mac

Overview

QXF (Quicken Transfer Format) is the preferred format for moving or merging account data between Quicken versions, including converting data from Quicken for Windows to Quicken for Mac. It can also be helpful if there is an issue with the original Quicken file and backups are unavailable or not working. In these cases, the original file can be exported as a QXF file and then imported into a new Quicken file.

Before you begin: QXF is different from QFX

• QFX is the file format used when downloading transactions from your bank's website (Web Connect).

• A QXF is not a file type you can get from your bank.

• If you need information on downloading QFX files, you can find that here. You can also find troubleshooting steps here.

Export a QXF File

1. Open Quicken for Mac.

2. Go to the File menu.

3. Select Export > Quicken Transfer File (QXF).

4. Choose a location where you can easily find the exported file.

5. Click Save.

Import a QXF File

1. Open the Quicken file you want to import the QXF data into.

2. Go to the File menu.

3. Select Import > Quicken Windows File (QXF).

4. Browse to the location where you saved the exported QXF file.

5. Select the file and click Open.

6. You'll see a confirmation message when the process completes.