![]() Convert from Quicken for Mac to Quicken for Windows Instructions to convert a Quicken Windows data file can be found here. Convert from Quicken for Windows to Quicken for Mac Note: This could take a very long time if you have a large data file (more than five or ten years of data) and/or an older computer. Also, make sure to check the account balances before and after the conversion. Simply select Start from a Quicken Mac 2007 file, click Next, then follow the on-screen instructions. This cloud-based conversion option is only available to Quicken users with an active subscription.Īfter installing the Subscription Release of Quicken for Mac, you will be prompted to select which version of Quicken you will be converting. When upgrading from Quicken for Mac 2007 to the Subscription Release, Quicken will now temporarily upload the data file to a new cloud-based converter that will convert the file and then transfer it back to Quicken for import. All of your accounts will be accessible in the sidebar. Make your selection and continue.Īfter these steps, your Quicken Essentials data will be converted and you will see the Overview screen. Next, you can opt in to use Quicken's Mobile app.If prompted, complete the Quicken registration.You can use any existing Quicken ID by clicking Sign in with my Quicken ID or just create a new Quicken ID. If you've never used connected services with Quicken Essentials (did not download transactions) you may be prompted to set up a new Quicken ID.If you are prompted to provide access to Mac Keychain, select Always allow.This will ensure that you are able to seamlessly continue downloading from your connected accounts after converting to your new Quicken. If you downloaded transactions from your financial institutions using Quicken Essentials, we strongly recommend that you log in with your existing Quicken ID when prompted.Next, you'll be prompted to log in with the Quicken ID associated with your existing Quicken Essentials file.Your Quicken Essentials file to convert will end with the file extension. Note: Your existing Quicken Essentials file will be converted to a new Quicken data file and an unconverted copy of it will also be created.You'll be prompted to choose the Quicken Essentials file you'd like to convert to the Subscription Release of Quicken.Select Start from a Quicken Essentials File.Convert from Quicken Essentials for MacĪfter installing the Subscription Release of Quicken for Mac, you will be prompted to select which version of Quicken you will be converting: If you find incorrect data after the conversion, it will need to be corrected manually. Note: Always check the account balances before and after the conversion. Select Start from a Quicken for Mac 2015, 2016, or 2017 file. Open the Subscription release of Quicken for Mac.The file cannot be imported if Quicken is running. ![]()
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