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How do I convert Quicken for Mac 2007 to Quicken for Windows?

Updated: 11/18/2013 | Article ID: GEN82367

Note: These instructions are for Quicken for Mac for 2007 or earlier.

Most data in a Quicken for Macintosh file can be converted for use with Quicken for Windows. This multi-step procedure involves preparing your Macintosh data file, exporting the data, importing it into Quicken for Windows, and then rectifying any discrepancies due to duplicated transactions or data that was not included during the import process.

The following components of your Quicken for Macintosh data file will convert to Quicken for Windows:

  • Accounts:
    • Online account information is not included and must be re-enabled in Quicken for Windows if you intend to continue using online services.
    • Investment accounts that were reconciled must be re-reconciled in Quicken for Windows.
    • Mutual Fund accounts will become Investment accounts containing a single mutual fund.
  • Transactions
  • Categories
  • Classes
  • Securities

The following components of your Quicken for Macintosh data file will not convert to Quicken for Windows:

  • Accounts: Online account information.
  • Securities: Unused securities and all price histories.
  • Loans:
    • The liability register will be included but the associated amortization schedule will not.
  • Reminders, scheduled transactions, memorized (QuickFill) transactions or the Calendar:
    • Memorized transactions do not convert but can be rebuilt, based on your imported transactions.
  • Add-on programs:
    • Most information entered into add-on programs such, as Emergency Records Organizer and Debt Reduction Planner will be included.
  • Memorized reports or graphs, or any change to the default settings of the program, will be included.
  • Budgets.

    Your Macintosh computer must be able to recognize PC-formatted disks. Some programs from Apple® that allow this are PC Exchange®, File Exchange®, and the Apple File Exchange® Control Panel. For additional information, refer to the documentation that came with your computer, or visit Apple's Web site.

    Note: Before beginning the data conversion process, you must verify your system's date and time settings, and then restart your Macintosh computer if you make any changes to it.

    For Macintosh OS 9:

    1. Select the Apple menu, and select Control Panels.
    2. Open the Date & Time Control Panel.
    3. Click the Date Format button.
    4. Verify that the Region option is set to U.S.
    5. Under the Short Date section, select the Show Century . When you select Show Century, the Region will change from U.S. to Custom.
    6. Click OK in the Date Format window, and then close the Date & Time Control Panel.
    7. Restart your Macintosh.

    For Macintosh OS X or higher:

    1. Select the Apple menu, and select System Preferences.
    2. Double-click Language & Text.
    3. Select Formats, and then click Customize in the Dates section.
    4. Select Short in the Show field.
    5. Select the year, and then select 20xx from the drop down menu.
    6. Click OK, and then close the Language & Text window.

Prepare Your Quicken for Macintosh Data for Conversion:

  1. Select the Lists menu, and select Accounts. Verify that the Show Hidden Accounts box is selected.
  2. Rename any account names, security names, categories, classes, and account description fields to comply with these guidelines:

    • Names cannot contain special characters such as *, &, %, #, @, :, $, ~, ^, or }.
    • Categories and Accounts cannot have the same name. For example, if you have a category and an account both named Petty Cash, you must rename one of them.
    • An account cannot be named Cash. If an account is named Cash, rename it to Cash Account or something else.
       
  3. Edit any transactions in your register affected by the following:

    • Category and Class fields cannot contain more than 29 characters.
    • Transactions cannot contain more than 30 split lines. If your transactions have more than 30 split lines, create new transactions to accommodate the excess split lines.
    • Make sure that all online transactions have been accepted into the register, and that the Download Transactions window contains no outstanding transactions.
    • Delete all pending online payments.
       
  4. Select the List menu, and select Securities. All securities should have an uppercase ticker symbol associated with them. If a security does not have a symbol associated with it, its price history will not be exported.
  5. Reindex the data file by pressing Command + Option + B on the keyboard at the same time.
  6. Save a copy of your file, and then open the copy:

    1. Select the File menu, and select Save a Copy.
    2. In the Save a Copy window, you can specify a specific date range to be included in the file. To include uncleared transactions dated prior to the specified date range, select Include prior uncleared transactions.
    3. Click OK.
    4. In the Save window, specify Desktop as the location, enter a unique name for this file (such as Conversion Copy), and then click Save.
    5. Select the File menu, select Open, and then open the new copy (Conversion Copy) from the Desktop.
       
  7. Print your account list for use in comparing balances after the data is imported into Quicken for Windows:

    1. Select the Lists menu, and select Accounts to open the Account list.
    2. Select the File menu, and select Print Accounts and then click the Print button.

Create a QIF (Quicken Interchange Format) file for import into Quicken for Windows:

  1. In the copy that was created of your file (Conversion Copy), select the File menu and select Export.
  2. Full Export will be selected in the Export Window. This option will convert all accounts, categories, and transactions to Quicken for Windows. If you want to export only part of your file, select the Custom Export option, and then specify what to include in the export.
    Note: In some versions of Quicken for Mac, the option to export online payees is available, but should not be selected because they cannot be imported into Quicken for Windows.
  3. Click the Export button.
  4. In the Save window, name the file Export (.QIF) and save it. For the file to be properly recognized when importing it into Quicken for Windows, it must contain the extension (.QIF) after the filename.
  5. Save the file to any removable media (CD, DVD, USB thumb drive, etc.).

On the computer running Microsoft Windows, check the system date and time settings:

  1. Click the Windows Start button, and select Control Panel (or Settings then Control Panel).
  2. Double-click the Date/Time control panel.
  3. Verify that the correct Time Zone is selected, and then click OK.
  4. Double-click the Regional Settings control panel.
  5. On the Date tab, verify that the Short date style and Long date style are set to four digit years ( yyyy ), and then click OK.

Create a Quicken for Windows file (if you have not already):

  1. Select the File menu and select New.
  2. Click OK to create a new file instead of a new account.
  3. Name the file using eight characters or less with no blank spaces or unique characters, and then click OK. This will be your new Quicken data file.
  4. Complete the Create New Account Wizard, using all the default settings. In Quicken 2003, click Exit Setup in the Guided Setup window.
    Note: If you are prompted to select a financial institution, type None in the Financial Institution field, and then click Next.

Import the Macintosh QIF file:

  1. Select the File menu, point to Import, and then select (.QIF) file.
  2. Click Browse and locate the (.QIF) file you created.
  3. In the Account to Import to field, select All Accounts.
  4. In the QIF Import window, select Transactions, Account List, Security list, Category list, and Special Handling for Transfers.

After your QIF file imports:

  1. For each banking account in Quicken for Windows 2001 and later, it will be necessary to Accept All transactions in the Compare to Register screen. The Compare to Register screen will be in each banking account register. After accepting the transactions, click Done.
  2. Compare the account balances in your Quicken for Windows file to the balances on the list you printed from Quicken for the Macintosh. If the account balances in your Quicken for Windows differ from those in your Quicken for Mac file, you must find the discrepancy and manually enter or edit the transactions.
    1. The most common causes of a discrepancy between account balances are transfers to other accounts within split transactions that have become duplicated. The original split transaction appears with the correct amount, but the transfer component of the transaction is reflected in a completely separate, new transaction.
      This new transaction generates a duplicate of the transfer amount contained in the original transaction, thus causing your account balance to be incorrect. To correct this, isolate and delete the duplicate transfer transactions and reenter the transfer category into the original split transaction.
    2. If your file seems as though it is missing data that should have been included, create a new Quicken file and import items individually.
  3. Rebuild the Memorized Transaction list by holding down the Shift key on your keyboard and selecting Memorized Transactions from the Cash Flow menu.
  4. Re-enable your accounts for online services, if applicable:
    1. Open the account register, select Enable your Quicken account from the top, and then follow the onscreen instructions.
    2. After your accounts are enabled, complete an online session. Because of the change of platform (Macintosh to Windows), every transaction available online from your financial institution will be downloaded in your first online session.
      The number of transactions downloaded varies. Some financial institutions have 60 to 90 days of transaction history available, while others may have up to one year of transaction history. The downloaded transactions should match those already in your register, and in Quicken for Windows 2001 and later, will need to be processed in the Compare to Register screen.
    3. Your Online Payee list may be populated by the downloaded transactions. Any missing payees will need to be manually entered.
  5. Recreate any loans and budgets.

 
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