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Migrating Quicken Windows files to a Quicken Mac needs you to set up Quicken on both PCs because Macintosh and Windows both require software programs precise to their operating systems and you can. Quicken was traditionally known as one of the best personal finance software options for desktop users. However, the Mac version had traditionally lacked the features found in the PC version, and that was disappointing to many users.
- 1 Convert XLS to QIF
- 2 Can Files from Quickbooks for PC Be Imported to Quicken on a Mac?
- 3 Convert a Quicken File to QuickBooks
- 4 Sync Quicken With Excel
Quicken is a personal finance tool developed by Intuit, Inc. Although developed by the same company, Quicken for Mac is different from Quicken for Windows, so you are unable to transfer data between the two programs. You can, however, import from Quicken for Mac to Excel for Windows. Quicken for Mac comes with a very useful export feature that can export your financial data in Excel format. All you have to do is transfer the exported file to the Windows computer.
1.Open Quicken on your Mac and open the file you want to export to Excel.
2.Click on the 'Export Data' button on the toolbar.
3.Select the 'To Excel Compatible Format' option to ensure the resulting file can be imported in Excel.
4.Type a name for your new file in the 'File name' text box.
5.Use the integrated file browser to select a folder in which to save the new file.
6.Insert the USB flash drive in one of your Mac's free USB ports.
7.Use the Finder to copy the file you exported from Quicken to the USB flash drive. Disconnect the drive from your Mac.
8.Insert the USB drive in one of your computer's free USB ports. Windows recognizes it as an external storage device and assigns a new drive to it.
10.Go to the 'File' menu and select 'Open.' Use the resulting file browser to navigate to the USB flash drive, select the file exported from Quicken and click 'Open' to import it into Excel.
Tip
- You can also send the file by email or burn it to a CD.
About the Author
Kirk Bennet started writing for websites and online publications in 2005. He covers topics in nutrition, health, gardening, home improvement and information technology.
Photo Credits
- Adam Gault/Digital Vision/Getty Images
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Bennet, Kirk. 'Importing From Quicken Files for the Mac to Excel for Windows.' Small Business - Chron.com, http://smallbusiness.chron.com/importing-quicken-files-mac-excel-windows-39092.html. Accessed 27 December 2019.
Bennet, Kirk. (n.d.). Importing From Quicken Files for the Mac to Excel for Windows. Small Business - Chron.com. Retrieved from http://smallbusiness.chron.com/importing-quicken-files-mac-excel-windows-39092.html
Bennet, Kirk. 'Importing From Quicken Files for the Mac to Excel for Windows' accessed December 27, 2019. http://smallbusiness.chron.com/importing-quicken-files-mac-excel-windows-39092.html
Note: Depending on which text editor you're pasting into, you might have to add the italics to the site name.
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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.
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.Insert the CD with your Quicken files on it into the disk drive.
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.
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
Choose Citation Style
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 26 December 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 December 26, 2019. http://smallbusiness.chron.com/transfer-quicken-pc-mac-55020.html
Note: Depending on which text editor you're pasting into, you might have to add the italics to the site name.