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. 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. Select the "File" menu, "Export" and then choose "QIF" as the file format. To be brief, youll export a compatible (QIF) data file from Quicken, and then transfer that to your Mac (either over a wireless network, or with a flash drive, for example). 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." In this video, I will show you how to convert your Quicken data file from Quicken for Windows into Quicken for Mac using the newest 2018 version for the demonstration. 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. Now, select that file that is going to be converted. Select "Options" and then "View Hidden Accounts."Ĭlick "Manage Accounts." Then, uncheck all of the "Hide in Quicken" checkboxes. Steps to Convert Quicken Mac File to Quicken Windows File Try to access the Quicken Mac File.
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