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How do I best begin with Q for Mac 2019 from 2007??

Mark439
Mark439 Member ✭✭
Mac OS 10.14.2, Q Mac 2007, new copy of Q Mac 2019.   Have one reindexed file.   How do begin with Q DL Mac 2019??

Comments

  • Quicken Harold
    Quicken Harold Alumni ✭✭✭✭
    edited January 2019
    Hello Mark. Appreciate your question.

    Are you needing assistance importing the file from 2007 to 2019: https://www.quicken.com/support/converting-your-data-quicken-mac-0

    Please let us know if this works for you. Please let us know if you have other questions.

    Respectfully,
    ~ Quicken Harold.
    Quicken Harold
    Community Moderator
  • smayer97
    smayer97 SuperUser, Mac Beta, Canada Beta ✭✭✭✭✭
    edited January 2019
    Should be straight forward as far as the mechanics are concerned. Simply start a new file in QM2019 and select Start with a 2007 data file. 

    That said, just be aware that QM2019 is NOT an upgrade from QM2007 but a migration... QM2018 is a new Quicken for Mac product rebuilt from the ground up (built on QEM from 2010) so it still lacks features that exist in QM2007. So be sure to understand if it will meet your needs. You can read a lot more about the differences here:
    https://getsatisfaction.com/quickencommunity/topics/quicken-for-mac-2018-or-qm2007

    (If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
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    Canadian user since '92, STILL using QM2007)
  • Mark439
    Mark439 Member ✭✭
    edited January 2019
    Not clear in your first sentence.      Have not installed new v. yet.      

    How do I open the new version with the current data file of the old version ??
  • Unknown
    Unknown Member
    edited January 2019
    Install Quicken Mac 2019.

    File > New then select as below...or Quicken will immediately ask you which file to use:



    Your Quicken Mac 2007 file will be converted to use in Quicken Mac 2019. 
  • Quicken Harold
    Quicken Harold Alumni ✭✭✭✭
    edited January 2019
    Hello Mark. appreciate your question.

    In 2007, I would do the following:
    [ ] Click on File, Backup to Disk, and save the ".qdfm" file of your original data to the Desktop.

    Once you have 2019 installed, I would do the following if it doesn't find the file automatically:

    [ ] When it says "Start from Scratch" choose "Start from Quicken for Mac 2007 File."
    [ ] A screen will open and ask to "Select File to Convert", click on this and choose the file that you saved on the desktop. Choose Open.
    [ ] Click Next to start importing the data.

    If all goes well, within a few minutes, your new data will appear in 2019.

    Hope this information was helpful. Please let us know if you have any other questions.

    Respectfully,
    ~ Quicken Harold.
    Quicken Harold
    Community Moderator
This discussion has been closed.