Locate the files and burn them to your CD.

Insert a CD into your CD drive that is formatted in a FAT file format so that both your Macintosh and Windows computers can access the files. Complete the same process for Securities, Categories and Transactions. Then, select the 'Accounts' check box to export only your Accounts file. Choose the account you want to transfer from to the Mac version of Quicken.Ĭhoose the date range for the transactions you want to export to your Mac. Search for Updates, select Check for Updates, and. For instructions to back up your data file, choose. IMPORTANT: Tasks 1 through 4 must be completed no later than 4:00 p.m.

Click the 'Browse' button and navigate to the location where you want to save the file.Įnter the file name 'Accounts.qif' into the text box and click 'OK.'įrom the 'Quicken Account to Export From' section, select the drop-down menu. For instructions to download an update, choose Help menu > Search. If you do not use Quicken to make online bill payments, skip the Task. Select the 'File' menu, 'Export' and then choose 'QIF' as the file format. Type a new name and then click 'OK.'Ĭlick each tab that contains financial data, such as Personal Cash Flow and Business, and click 'Accept All.' /rebates/&252fconverting-quicken-for-windows-to-quicken-for-mac-2017. Reduce the file names for any accounts that have more than 15 characters or special characters by right-clicking the account name and clicking 'Edit.' Change all Ticker symbols to uppercase letters. Select 'Options' and then 'View Hidden Accounts.'Ĭlick 'Manage Accounts.' Then, uncheck all of the 'Hide in Quicken' checkboxes.

Quicken conversion tool 2017