Menu

Converting Data From an Earlier Version of Quicken

WARNING READ IF Converting Data From an Earlier Version of Quicken Please Read  

Quicken for Windows
Quicken for Windows 2017
Quicken for Windows 2016
Quicken for Windows 2015
Quicken for Mac
Quicken for Mac 2016
Quicken for Mac 2017
Quicken for Mac 2015

When you open your Quicken data file in a new version of Quicken, your data file is updated to work with the newer program's architecture.  We call this converting your software.  You can also "convert" your data from Quicken for Windows to Quicken for Mac (or vice versa). 

How do I start the conversion process for Quicken 2013 or newer?

After installing the new version, the most recent file from the prior version will automatically convert. A full guide through the process can be found here.

  • If Quicken doesn't find your file automatically -- don't worry -- we can help you find it
  • You can also move Quicken files between computers for those of you who need to move Quicken to a new computer or between your work office and home.
  • If you need your original, unconverted data files, you can find them in the Documents\Quicken\QXXFILES folder. XX equals the last two digits of the Quicken version you used before converting the file. So for Quicken 2015, the subfolder is named \Q15FILES.

I had Quicken 2012 or older. Can I convert directly to my new version of Quicken?

If you are converting from a Quicken 2012 or older, it will be necessary to use an intermediate version (and sometimes two) in order to safely convert your data file. Information can be found here.

I had Quicken for Mac. Now I have Quicken for Windows.

Instructions for importing from Quicken for Mac to Quicken for Windows can be found here.

I had Quicken for Windows. Now I have Quicken for Mac

Instructions for exporting from Quicken for Windows to Quicken for Mac can be found here.

What if I have Starter Edition now, but had a different version before?

If you're using Starter Edition now, but used Quicken Deluxe, Premier, Home & Business, or Rental Property Manager, your data file will not convert. Open your data file in a new version of Quicken by unlocking additional features.

Can I convert from an earlier version of Quicken for Mac to Quicken for Mac 2017?

Yes, you can. You can convert from Quicken for Mac 2015 or 2016 and you can convert from Quicken for Mac 2007.

Converting Your Data in Quicken for Mac

If you've used other versions of Quicken or other tools to manage your personal finances, you can convert your existing data file to Quicken for Mac compatible files (and in some cases, vice versa). 

What files can be converted

  • Quicken for Mac 2007, Essentials, 2015 and 2016
  • Quicken 2011 for Windows or newer versions.
  • Quicken Interchange Format - QIF files
  • Quicken for Mac products older than 2007 are not supported for conversion; we recommend that you open a new data file in the latest version of Quicken, for stability. For more information, see How and When to Use an Intermediate Version To Convert Older Versions of Quicken.

Tips on converting your file

  • Don't delete your old data file until you've reviewed your new data file.
  • After you finish converting your data to Quicken for Mac 2017, you'll want to review the new file to make sure that everything got carried over correctly. You'll need to be able to view the old data file so you can compare balances and transactions.
  • It's a good idea to hold on to a backup of your old data file for a while, just in case you need to refer back to it.

Converting from Quicken Mac 2015 or 2016 to Quicken Mac 2017

After installing Quicken for Mac 2017, you will be prompted to select which version of Quicken you will be converting. When you are converting from Quicken for Mac 2015 or Mac 2016, follow the steps below.

  • Open Quicken Mac 2015 or Mac 2016 and Update your online accounts and scheduled transactions.  
  • Quit Quicken Mac 2015 or Mac 2016. The file can not be imported if Quicken Mac 2015 or Mac 2016 is running. 
  • Open Quicken Mac 2017. Select Start from a Quicken Mac 2015 file or Mac 2016 file. 
  • Click the Next button and choose the file to convert (or drag and drop the file on the window).
  • Click Next to convert your file.  
  • Wait while the conversion is processing.
  • Now your data should show up in Quicken. 

Note: Always check the account balances before and after the conversion.

Convert from Quicken for Mac 2007 to Quicken for Windows

Instructions for this process can be found here.

Please note that this is not a process that we can provide support for if you encounter a problem.

Convert Quicken for Mac 2015, 2016, or 2017 to Quicken for Windows

  1. Open your data file in Quicken Mac 2016 or Quicken Mac 2015.
  2. Choose File > Export > Quicken Windows Transfer File (QXF)....
  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 or CD/DVD) to your computer running Windows.
  5. Open Quicken for Windows.
  6. Choose File > New Quicken File.
  7. Select New Quicken File, click OK.
  8. Name your new data file and press OK.
  9. Choose File > Import and then select the .QXF file from your media.

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 can import QXF data from Quicken for Mac. The only data imported is Checking, Savings, and Credit Card accounts and transactions.
  • Our legacy file transfer format, QIF (Quicken Interchange Format), has been replaced by QXF.

Start from an existing Quicken Essentials for Mac file

  1. Select Start from a Quicken Essentials File.
  2. You'll be prompted to choose the Quicken Essentials file you'd like to convert to Quicken 2017.
  3. Next you'll be prompted to log in with the Intuit ID associated with your existing Quicken Essentials file.
  4. If this is the first time you've used Quicken, you'll be asked to Register Quicken. 
  5. Next, you can opt in to use Quicken's Mobile app. Make your selection and continue.
  6. After these steps your Quicken Essentials data will be converted and you should see the Overview screen. All of your accounts will be accessible in the sidebar.

Start from an existing Quicken 2007 for Mac file

After installing Quicken for Mac 2017 you will be prompted to select which version of Quicken you will be converting. When you are converting from Quicken for Mac 2007 follow the steps below.

Note: Prior to converting your data file, make sure that it has no data file password; remove it if there is one. Disable downloading of transactions on all accounts. Disable "Pay bills online" on any current active accounts.

Note: For Bill Pay in Quicken 2017, be sure that your account connection is set to Direct ConnectClick here for more information on connection types. Always check the account balances before and after the conversion.

Convert a Quicken Windows file

Instructions to convert a Quicken Windows data file can be found here

Start from a .QIF file exported from another application

Disclaimer

Quicken has no control over the data that is exported from other personal finance applications. As such, our import is only as good as the exported data provided in a .QIF file.

We want to make the transition to Quicken 2017 easy and have put a great deal of effort into handling issues related to missing or incorrect data that is imported from other personal finance applications.

However, we have found gaps or missing data in these exported QIF files, especially with investing transactions. As a result, some data clean up after import may be required after your data is imported into Quicken (see the known iBank and Moneydance issues below).

Please read these Help topics carefully to ensure a smooth transition to Quicken 2017:

  • iBank import issues and data clean up
  • Moneydance import issues and data clean up

Note: Personal finance applications other than iBank and Moneydance have not been tested for import in Quicken for Mac 2017.

Quicken 2017 supports data import from other personal finance applications such as iBank and Moneydance. For this, you need to first export data from the other applications into a .QIF file and then import the .QIF file into Quicken for Mac 2017.

What to do if my bank is not listed when I try to add an account

Quicken for Mac 2015
Quicken for Mac 2016
Quicken for Mac 2017
Quicken for Windows 2015
Quicken for Windows 2016
Quicken for Windows 2017   

Quicken maintains a list of the financial institutions that support online services with Quicken. When you're creating an account in Quicken, you may not be able to find your financial institution on the available list; there could be a couple of reasons for this:

  • Your financial institution isn't available for use with Quicken.  If this is the case, you will need to manually add your account and transactions to Quicken.
  • Quicken's financial institution list may need to be updated.  Follow the steps below to update the financial institution list in Quicken. Quicken typically checks for updates to this list every 48 hours, but if your financial institution has recently merged with another bank, or made changes to the online services they offer, you may need to manually refresh Quicken's financial institution list.

Quicken for Windows

First, download a new financial institution list:

  1. In the upper left, choose Tools > Online Center.
  2. Hold down CTRL+SHIFT on your keyboard and click Contact Info (at the top of the window) with your mouse.
  3. In the dialog box that is displayed, check the box for Download FI list and click the Refresh button.
  4. Close the Online Center.
  5. Exit and Re-launch Quicken.
  6. Go to Tools > One Step Update
  7. Clear all check boxes, except for Download Quotes, to create a "blank" update.
  8. Click Update Now.
  9. When Update is complete, exit and re-launch Quicken.
  10. Complete the Add Account (or Activate Account) procedure.

Second, refresh Branding & Profile

To resolve download issues in a Direct Connect account you'll need to refresh your financial institution's branding server and profile information. This can be done by following the directions below:

  1. In the upper left, choose Tools > Online Center.
  2. Hold down CTRL+SHIFT on your keyboard and click Contact Info (at the top of the window) with your mouse.
  3. In the dialog box that is displayed, select the problem account from the drop down menu.
  4. With the account selected, check the box for Financial Institution Branding and Profile and click on the Refresh button.
  5. Repeat steps 2-4 for each account that is having problems.
  6. Click the Update/Send button at the top of the Online Center to complete the connection.

Quicken for Mac

  • Click on Accounts at the top of your screen, then select New, and choose the account type (or one of the account types) you want to add (for example: Checking, Savings, Credit Card).
  • Click on My bank is not on the list at the bottom left corner of the Add [account type] window.
  • Click the Update List button to start the refresh process.
  • Click Show List when the update is complete.
  • Search for your financial institution again.

If your financial institution is still missing after updating the financial institution list 

Your bank may not yet be supported by Quicken. If you want Quicken to be supported, you will need to contact your financial institution directly, and tell them you'd like to download your accounts into Quicken.

Join our Mailing List

Sign up to receive our daily email and get 50% off your first purchase.

Sale

Unavailable

Sold Out