As mentioned above, the data file formats are not compatible. If you decide to migrate your data, you do need to convert. If your data is from QW2010 or newer, the mechanics are quite simple.copy data file over to Mac. Open data file with QM2017. If you use more than one data file, be sure Quicken has the appropriate file open. From the Quicken File menu, choose Export, QIF file. In the QIF File Export to field, Quicken displays the preset path of the export file. Enter a name for the export file at the end of the existing path with a backslash before the file name. For example: C: Program Files Quicken AccountName. Quicken will automatically add the correct file extension.
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Transferring Quicken files from a PC to a Mac requires you to install Quicken on both computers. Since Macintosh and Windows both require software specific to their operating systems, you can't use your PC version of Quicken on a Mac and vice-versa. Business owners who use Quicken to track finances, invoices and payments can save their files in a format that a Mac computer can read effectively. This enables you to transfer your PC Quicken data to a Mac system.
Preparing Files
1.
Launch Quicken on your PC and then click 'Tools' and 'Account List.'
2.
Select 'Options' and then 'View Hidden Accounts.'
3.
Click 'Manage Accounts.' Then, uncheck all of the 'Hide in Quicken' checkboxes.
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4.
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. Type a new name and then click 'OK.'
5.
Click each tab that contains financial data, such as Personal Cash Flow and Business, and click 'Accept All.'
6.
Select the 'File' menu, 'Export' and then choose 'QIF' as the file format. Click the 'Browse' button and navigate to the location where you want to save the file.
7.
Enter the file name 'Accounts.qif' into the text box and click 'OK.'
8.
From the 'Quicken Account to Export From' section, select the drop-down menu. Choose the account you want to transfer from to the Mac version of Quicken.
9.
Choose the date range for the transactions you want to export to your Mac. Then, select the 'Accounts' check box to export only your Accounts file. Complete the same process for Securities, Categories and Transactions. Then, click 'OK.'
10.
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. Locate the files and burn them to your CD.
Import to Mac
1.
Open Quicken on your Mac and select the 'File' menu, 'New' and then 'File.'
3.
Enter the appropriate information into the Create Data File dialog box. Then, click the 'Create' button. If the New Account Assistant window appears, click 'Cancel.'
4.
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Insert the CD with your Quicken files on it into the disk drive.
Download cac reader for mac. Click the upper right corner link titled: Download Silanis eSign You may be prompted at the bottom of your screen asking if you want to Save or Save As, select Save or Save As. Once the file is downloaded, Right click the file titled: e-Sign_6.6.zip, and select Extract All, 7. Alternate download (directly from AKO): (42.9 MB) 6.
5.
Click the 'File' menu, then 'Import' and 'From QIF.' Navigate to the 'Accounts' file on your CD and then click 'Open.'
6.
Complete the process for your remaining files: Securities, Categories and Transactions.
References (1)
About the Author
Avery Martin holds a Bachelor of Music in opera performance and a Bachelor of Arts in East Asian studies. As a professional writer, she has written for Education.com, Samsung and IBM. Martin contributed English translations for a collection of Japanese poems by Misuzu Kaneko. She has worked as an educator in Japan, and she runs a private voice studio out of her home. She writes about education, music and travel.
Photo Credits
Sean Gallup/Getty Images News/Getty Images
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Martin, Avery. 'How to Transfer Quicken From a PC to a Mac.' Small Business - Chron.com, http://smallbusiness.chron.com/transfer-quicken-pc-mac-55020.html. Accessed 06 September 2019.
Martin, Avery. (n.d.). How to Transfer Quicken From a PC to a Mac. Small Business - Chron.com. Retrieved from http://smallbusiness.chron.com/transfer-quicken-pc-mac-55020.html
Martin, Avery. 'How to Transfer Quicken From a PC to a Mac' accessed September 06, 2019. http://smallbusiness.chron.com/transfer-quicken-pc-mac-55020.html
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