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Convert Quicken Essentials for Mac to Quicken for Windows

Updated: 7/16/2013 | Article ID: GEN82903

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 2012 can import QXF data from Quicken Essentials for Mac. The only data imported is Checking, Savings, and Credit Card accounts and transactions.
  • Quicken for Windows 2012 can export QXF data to Quicken Essentials for Mac. The only data exported is Checking, Savings, Credit Card, Asset, and Liability accounts and transactions. Investment accounts are also exported, but transactions and position balances are not.
  • Our legacy file transfer format, QIF (Quicken Interchange Format), is being replaced over time by QXF.
  • If you need to import investment or business data, we recommend that you use QIF import instead. To learn more, see Import Data Into Quicken.

  1. Open your data file in Quicken Essentials for Mac.
  2. Choose File menu > Export > Export to QXF file.
  3. Save the .QXF file to media that will allow you to move it to your PC, such as a thumb drive or CD/DVD.
  4. Move the media (thumb drive CD/DVD) to your computer running Windows.
  5. Open Quicken for Windows 2012.
  6. Choose File menu > New Quicken File.
  7. With a radio dial selected next to New Quicken File, click OK.
  8. Name your new data file and press OK.
  9. Choose File menu > Import and then select the .QXF file from your media.

 

 
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