What do I need to do prior to upgrading quicken for Mac 2010 to latest version Quicken ?

dianejenuleson

I have read several scenarios . Do I need to back up the file or save copy? Where on my database should the file be saved?(i.e. desktop,)
Have not upgraded Mac so I can do this quicken upgrade.
Thank you
Mitzi

John_in_NC

While backing up is always a smart move, you really shouldn't need to do anything pre-flight. No export, no file preparation, etc.

If you have 2020 on your latest Mac, you will want to move a copy of your Quicken Essentials file (what you refer to as 2010) to that machine where the latest version of Quicken is installed. During the initial run, you will be prompted to convert from Quicken Essentials. Follow that pathway and point the program to your older file:

Your original file will not be modified-a copy will automatically be created in the newer format.

John_in_NC

While backing up is always a smart move, you really shouldn't need to do anything pre-flight. No export, no file preparation, etc.

If you have 2020 on your latest Mac, you will want to move a copy of your Quicken Essentials file (what you refer to as 2010) to that machine where the latest version of Quicken is installed. During the initial run, you will be prompted to convert from Quicken Essentials. Follow that pathway and point the program to your older file:

Your original file will not be modified-a copy will automatically be created in the newer format.