After installing the new version, the most recent file from the prior version will automatically convert. A full guide through the process can be. • If Quicken doesn't find your file automatically -- don't worry -- we can. • You can also for those of you who need to move Quicken to a new computer or between your work office and home.
It's a fairly involved but relatively straightforward process if you want to convert to QuickBooks Desktop, but it depends on what product you want to land on. Also, since you are using the 2004 edition, you may need to upgrade your Quicken version before it can be ported over, currently, the QuickBooks conversion tool only goes back to 2015. Quicken for Mac: The Quicken Converter, and the Conversion Utility in QuickBooks, cannot convert Quicken for Mac data file. If you have Quicken for Mac, convert your data file first to Quicken for Windows or create a new QuickBooks company file instead. This tool converts your Quicken Data File (.QDF) to a.QXF format that the Mac product can import. Note: If you have experienced problems using the in-product conversion tool, try the stand-alone version in this FAQ.
• If you need your original, unconverted data files, you can find them in the Documents Quicken QXXFILES folder. XX equals the last two digits of the Quicken version you used before converting the file. So for Quicken 2015, the subfolder is named Q15FILES.
I had Quicken 2012 or older. Skype for business mac. Can I convert directly to my new version of Quicken? If you've used other versions of Quicken or other tools to manage your personal finances, you can convert your existing data file to Quicken for Mac compatible files (and in some cases, vice versa).
What files can be converted • Quicken for Mac 2007, Essentials, 2015 and 2016 • Quicken 2011 for Windows or newer versions. • Quicken Interchange Format - QIF files • Quicken for Mac products older than 2007 are not supported for conversion; we recommend that you open a new data file in the latest version of Quicken, for stability. For more information, see. Tips on converting your file • Don't delete your old data file until you've reviewed your new data file. • After you finish converting your data to Quicken for Mac 2017, you'll want to review the new file to make sure that everything got carried over correctly. You'll need to be able to view the old data file so you can compare balances and transactions.
• It's a good idea to hold on to a backup of your old data file for a while, just in case you need to refer back to it. Converting from Quicken Mac 2015 or 2016 to Quicken Mac 2017. After installing Quicken for Mac 2017, you will be prompted to select which version of Quicken you will be converting.
When you are converting from Quicken for Mac 2015 or Mac 2016, follow the steps below. • Open Quicken Mac 2015 or Mac 2016 and Update your online accounts and scheduled transactions. • Quit Quicken Mac 2015 or Mac 2016. The file can not be imported if Quicken Mac 2015 or Mac 2016 is running.
• Open Quicken Mac 2017. Select Start from a Quicken Mac 2015 file or Mac 2016 file. • • Click the Next button and choose the file to convert (or drag and drop the file on the window). • • Click Next to convert your file. • Wait while the conversion is processing. • • Now your data should show up in Quicken. • Note: Always check the account balances before and after the conversion.
Convert from Quicken for Mac 2007 to Quicken for Windows. • Open your data file in Quicken Mac 2016 or Quicken Mac 2015.
• Choose File > Export > Quicken Windows Transfer File (QXF). • Save the.QXF file to media that will allow you to move it to your PC, such as a thumb drive or CD/DVD. • Move the media (thumb drive or CD/DVD) to your computer running Windows. • Open Quicken for Windows. • Choose File > New Quicken File. • Select New Quicken File, click OK. • Name your new data file and press OK.
• Choose File > Import and then select the.QXF file from your media. About QXF files. • The import and export of financial data using the QXF file format is limited to the accounts, transactions, scheduled transactions, categories, and tags of non-investment and non-business accounts.
• The import and export of investment and business accounts, transactions, budgets, attachments, reports, and application settings is not supported by QXF. • The QXF file format is the preferred choice for merging Quicken account data. • Quicken for Windows can import QXF data from Quicken for Mac. The only data imported is Checking, Savings, and Credit Card accounts and transactions. • Our legacy file transfer format, QIF (Quicken Interchange Format), has been replaced by QXF. Start from an existing Quicken Essentials for Mac file. • Select Start from a Quicken Essentials File.