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

Updated: 3/19/2014 | Article ID: GEN82211

How can this article help me?

When you upgrade your Quicken software, your are converting the data file so it can be used in your new software.  This happens automatically when you open your data file for the first time.

Each version of Quicken evolves from prior versions.  Over time, the core product changes drastically from the much older versions, which may cause problems when you upgrade to a newer version.  Intermediate versions of Quicken serve as translators in the upgrade process.  So before you take that giant leap forward, you may want to install an intermediate version of Quicken first.  Don't worry - there isn't anything extra you need to buy and we provide the links to download what you need right here in this article.

Does this affect me?

This is not something you'll have to do whatsoever if you are using Quicken 2004 or newer, or any version for the Mac.  But let's say you are currently using Quicken for Windows 2001 and want to upgrade to Quicken for Windows 2014.  You will want to install Quicken 2004 first (the intermediate version) so your file can convert properly to the newer format.  Once your file has been properly converted, then you can install Quicken 2014 and convert your file again.  It's like taking small, careful steps instead of one giant leap.

What do I do?

The first 6 versions of Quicken for Windows were called Quicken 1, Quicken 2, etc.  After Quicken 6, we started using the year as a convention for naming our software.  That started with Quicken 98.  

Here's how you'll decide which intermediate product (or products) to use for safe conversions.  Do not install your new version until completely the first step(s).

  • If you are using Quicken for Windows 1 - Quicken 5, it's a three-step process.  First, convert to Quicken 6.  Next, you'll need to convert to Quicken 2004.  Then you'll be safe to convert your file to whichever Quicken product your going to use (such as Quicken 2014).  
  • If you're using Quicken 98 - 2003, you'll only need to convert it once -- use Quicken 2004 for Windows as an intermediate -- before converting to the version of Quicken you'll end up using.
  • Quicken 6 and Quicken 2004 has been tested and will install and run on the Windows XP, Vista, 7, 8, and 8.1 operating system (32-bit for Quicken 6 and 32- or 64-bit for Quicken 2004)  through the conversion process.   

That's it.  That should do it.  

But. . . for the folks using our really old versions and for those data files that are being stubborn, you can take even smaller steps in-between before you convert to Quicken 2004.  Here are a handful to use.

 
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