How to Convert (Transferring) Quicken Windows to Mac | Quick Steps

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Converting Quicken Windows to Mac doesn’t sound too complicated as both have been developed by a common tech giant, Intuit Inc. However, the users still have to be quite particular while choosing the right steps to convert Quicken Windows to Mac. The users can convert accounts, transactions, reports, and many such things from Quicken Windows to Mac.

If you are using Quicken version 2018 or later (in Windows), you don’t have to buy Quicken for Mac to convert the Quicken files from Windows OS to Macintosh. While for the Quicken version before 2018, there is a need to buy Quicken for Mac separately. It all happens because the Quicken released after 2018 is available for both Windows and Mac operating systems. This article is prepared to eliminate the confusion about transferring Quicken from Windows to Mac and provide you a DIY guide online or manual methods.

Verify These Things Before Converting Quicken Windows to Mac

You don’t want to wait, but you must verify some essential things before heading over to convert Quicken Windows to Mac. These are as important as transferring Quicken Windows to Mac.

  • Validate & repair your Quicken in Windows file  
  • Launch Quickenon your computer.
  • Go to the File
  • Click file operations and then choose Validate and repair.
  • Checkmark in front of the Validate file.
  • Click ok to save the settings.
  • This process might take some time to complete, and once it’s successful, you will see the Data_Log file without any errors.

Verify that Your Quicken is Updated to the Latest Version

  • You can check for the latest version in the Quicken application and for that launch Quicken.
  • Go to the help tab.
  • Click check for updates.
  • Now keep following on-screen instructions to update your Quicken.

Make sure to create a backup of your File to avoid losing your financial data

  • Open Quicken.
  • Click the file tab in the top menu bar.
  • Go to backup and restore and click backup Quicken file.
  • Keep following the on-screen instructions to end the backup process.

Check your account balance before and after the conversion

  • Please take a note of the account balances before converting Quicken Windows to Mac.
  • In case the data doesn’t match after converting the files, then you will need to add them manually.
  • Additionally, edit any Quicken categories, go to tools, click category list, and alter the required categories.
  • Similarly, edit any Quicken payees, go to tools, click memorized payee list and alter the payees you want.

Now here is how to convert Quicken Windows to Mac (Manually or Online)

Method 1. Manually converting Quicken Windows to Mac using a USB stick

Connect USB stick to Windows > Backup Quicken file > Save in USB drive > Eject USB drive > Restore backup in Mac

Also Read: How to fix Quicken Cloud Sync Error with simple steps

Here are the detailed steps to manually create a backup for Quicken in Windows

  1. Connect the USB drive to your Windows PC. Ensure it has enough space to store the Quicken.
  2. Launch Quickenon your Windows computer.
  3. Now go to the Files menu.
  4. Click the option backup and restore.
  5. Choose the option backup Quicken file.
  6. Next, you will need to checkmark in front of Add date to the backup file name and click change.
  7. You will be prompted to select the location to save the File, choose the USB drive, and click save.
  8. Finally, click backup now.
  9. Now eject the USB drive, and Quicken is ready to be converted from Windows to Mac.

Steps to manually restore Quicken backup in Mac

  1. Ensure your Mac is installed with the latest Quicken version; if it doesn’t, then navigate to the Intuit website and install it on your Mac.
  2. Connect the USB drive (loaded with Quicken backup) to your Mac.
  3. Now open Quicken on your Mac.
  4. You will be prompted to sign in to your account. Enter your Quicken ID & password and click the sign-in option.
  5. Now you will see let’s get started screen, here click start from a Quicken for Windows file and click next.
  6. After that, you will need to choose the File that you want to convert from a USB or flash drive location.
  7. Click on the data file and click open.
  8. Further, Quicken will start converting your data from Windows to Mac.
  9. You might have to wait for a few minutes as this could be a time-consuming process.
  10. Great! You have just converted Quicken Windows to Mac.

Method 2. Convert Quicken Windows to Mac using DropBox or Google Drive

Install DropBox or Google Drive in Windows > Backup Quicken file >  Save in DropBox or Google Drive > Restore backup in Mac

Let’s discuss the detailed steps to create a backup for Quicken in Windows (online)

  1. Firstly, ensure you have DropBox or Google Drive installed in your Windows.
  2. Now open Quicken on your Windows computer.
  3. Go to the File tab and click backup & restore.
  4. Click backup Quicken file.
  5. Click the option “Add date to the backup file name so that it should appear different” and click change.
  6. When the system prompts you to select the location to save the File, choose DropBox or Google Drive, and click save.
  7. In the end, click backup now.
  8. Now you can close Dropbox or Google Drive you are all set to restore Quicken in Mac.

Here is how you can restore the Quicken backup in Mac (online)

  1. Make sure to install an online medium in which you have created the Quicken file backup in Windows.
  2. Now open Quicken on your Mac.
  3. Enter your Quicken ID and password and click sign.
  4. Choose the options to start from a Quicken for Windows file and click next.
  5. After that, you will need to click on the Select File to convert and choose either DropBox or Google Drive location to save the data.
  6. Click next and Quicken files will start to convert from Windows to Mac.
  7. You might have to wait for some time as this could be a time-consuming process.
  8. Congratulations! You have successfully transferred Quicken Windows to Mac using an online medium.

Have you converted Quicken Windows to Mac? Now here is what you need to do 

It doesn’t stop here. Once you converted the Quicken Windows to Mac, you will need to check and verify a few things. The instructions are given below.

  1. Firstly, you need to check the categories and ensure that they are the same as in Windows.
  2. Open Quicken on Mac, go to categories, and click on the pencil icon to edit the categories.
  3. Similarly, you will need to check the payee’s list.
  4. In Quicken, go to payees, select your payee and then click on edit to make the changes you want.
  5. Also, check the accounts list and ensure that all the financial information is the same as in Windows.

Need help to convert Quicken from Windows to Mac or vice-versa? Call us now

Hopefully, you enjoyed the overall process of converting the Quicken Windows to Mac (manually or online). You will need a flash drive or USB stick for the manual method while using an online medium will require you to use DropBox or Google Drive. If you are still confused about how to convert Quicken Windows to Mac, then you can straightaway drop us a call on the Quicken support number, and our Quicken expert will get in touch with you soon. We are available 24/7 for your assistance.

Transferring Quicken From Windows to Mac With Simple Steps (Manually & Online)

Today we’re going to discuss “Transferring Quicken From Windows to Mac” including accounts, transactions, reports etc. that you’ll need to access with your Mac machine.

You can convert your data from Windows to Mac and vice versa easily. If you’re using Quicken 2016 or 2017 you need to purchase Quicken for Mac separately and if you’re already using Quicken 2018 or 2019 in Windows there is no need to purchase Quicken for Mac because, after the release of 2018 Quicken is available for both operating systems Windows and Mac in your Quicken account. You can log in to your Quicken account from www.quicken.com and download Quicken for Mac easily from there.

IMPORTANT: Quicken transfer process from Mac to Windows is not working properly right now.

We can transfer Quicken from Windows to Mac with two methods Manually and Online.

In the Manual method, we’ll discuss transferring Quicken from Windows to Mac using a flash drive or USB stick

In the Online method, we’ll discuss transferring Quicken from Windows to Mac using Dropbox or Google Drive.

Things to do before transferring Quicken from Windows to Mac

A. Ensure that your Quicken is up to date
1. Open Quicken
2. Go to Help > Check for Updates
3. If Quicken is already have the latest release that’s great or if it’s showing you to install the latest update click on Yes to launch it.

B. Create a backup for your data file
1. Open Quicken
2. Go to File > Backup and Restore > Back up Quicken File…
3. Now follow on-screen instructions.

C. Check your Categories, Payees etc
1. Go to Tools > Category List to edit any of your Quicken categories
2. Go to Tools > Memorized Payee List to edit any of your Quicken payees
3. Download any unaccepted transactions into your accounts register

Simple steps to transfer Quicken from Windows to Mac

A. Using a manual method for converting Quicken from Windows to Mac

1. Open Quicken
2. Go to File > Backup and Restore > Backup Quicken File…
3. On the next screen, you can check on Add date to the backup file name to make it different and click on Change…
4. Now choose your Flash drive or USB stick location and click on Save
5. Click on Back up Now.

B. Using an Online method for converting Quicken from Windows to Mac

In this method, we’re assuming that you already have Dropbox installed into your computer. You can download Dropbox from here.
1. Open Quicken
2. Go to File > Backup and Restore > Backup Quicken File…
3. On the next screen, you can check on Add date to the backup file name to make it different and click on Change…
4. Now choose your Dropbox or Google Drive location and click on Save
5. Click on Back up Now.

Restore your backup from Flash drive or Dropbox in Mac Machine

Before you proceed further you need to install Quicken for Mac into your computer. You can log in to your Quicken account to download Quicken for Mac. After installing Quicken for Mac it’s time to restore the data file.

We are assuming that this is your very first time with Quicken for Mac

A. Restore backup using Manual method

1.Open Quicken
2. You need to Sign in with your Quicken ID and password and then click on Sign In option
3. On the next screen, it will show you several options choose Start from a Quicken for Windows file (See an image below)and click on Next

Transferring Quicken From Windows to Mac

4. Next screen prompts you to convert Quicken for Windows file click on Select file to convert and now you need to choose your Flash drive location and then click on a data file and click on Open
5. Click on Next
6. Now Quicken will convert your data from Windows to Mac automatically and this could be a quite time-consuming process.
7. Once your data has been exported you are good to go with Quicken.

B. Restore backup using an Online method

We’re assuming Dropbox or Google drive is already been installed into your Mac

1.Open Quicken
2. You need to Sign in with your Quicken ID and password and then click on Sign In option
3. On the next screen, it will show you several options choose Start from a Quicken for Windows file(See an image below) and click on Next

Transferring Quicken From Windows to Mac

4. Next screen prompts you to convert Quicken for Windows file click on Select file to convert and now you need to choose your Dropbox location and then click on a data file and click on Open
5. Click on Next
6. Now Quicken will convert your data from Windows to Mac automatically and this could be a quite time-consuming process.
7. Once your data has been exported you are good to go with Quicken.

Things to do after transferring Quicken from Windows to Mac

1. Check your categories and payees

A. To check your categories
1.Open Quicken
2. Choose Windows > Categories
3. Click on a pencil icon to edit categories

B. To check payees
1. Go to Windows > Payees
2. Select your payee and click on Edit section to make changes that you want

2. Check your Accounts list
3. Close and reopen Quicken to ensure about the financial information is correct.

After transferring Quicken from Windows to Mac it is ready to track for your financial information with a Mac system. In case you face any problems with the above process you can Contact Us by dialing +1-888-300-3913 .

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