I tried but failed to move data from Quicken 2017 Mac to Quicken 2020 Windows

JmDrew

I exported Mac 2017 data and imported in 2020 Windows. Unfortunately, it failed to import all my investment data (401k, funds, stock, and 529) and some other.
In addition, my checking/Saving/Credit accounts are missing hundreds of transactions and messing up all my balance.

I chatted with customer service (agent name: Jose), and he said..
"the only way to fix it is to enter the missing data manually." and "We always recommend to start a new file every year to avoid these type of issues and yes we are aware that there is data loss when converting the file."

This is the most ridiculous customer service response I have ever heard.
I have been using Quicken since 2007, which means I have 12 year worth data. How can I fix manually?
and what is the point to use financial management program (not even free) if I need to make new file every year?

Guys, I really need help. Does anyone know how to fix this? Customer service is not really helping.. I really need help.

smayer97

thecreator said:

Convert from Quicken for Mac to Quicken for Windows

Important: The option to convert data from Quicken for Mac to Quicken for Windows is available, but completing this conversion with a file that contains investment accounts may result in investment data loss. 

...

That is COMPLETELY MISLEADING AND WRONG information. Though the QXF exported file from QMac DOES contain investment data, QWin import of QXF data file from QMac has never been updated to be able to handle Investment data. SO you are out of luck until Quicken updates the import functionality.

thecreator

Hi @JmDrew ,

Do a Manual Backup of your MAC Data File, before beginning.

See: https://www.quicken.com/support/converting-your-data-quicken-mac

"

Convert from Quicken for Mac to Quicken for Windows

Important: The option to convert data from Quicken for Mac to Quicken for Windows is available, but completing this conversion with a file that contains investment accounts may result in investment data loss.  Always make a backup of your file prior to attempting a conversion and review your information in the converted file.

1. Open your data file in Quicken Mac 2015, 2016, 2017, or the Subscription Release.
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."

That's the information I found.

Additional: If you can choose, which Accounts to Export, do so in pieces, rather than all at once, for better success.

Then create Manual Backups of your Windows Data, after adding information to the file.

For Reference:  https://community.quicken.com/discussion/7307115/add-your-quicken-information-to-your-posts-plus-how-you-are-connected-to-the-internet

And:  https://community.quicken.com/discussion/7844658/installing-reinstalling-windows-quicken-subscription-editions

smayer97

thecreator said:

Convert from Quicken for Mac to Quicken for Windows

Important: The option to convert data from Quicken for Mac to Quicken for Windows is available, but completing this conversion with a file that contains investment accounts may result in investment data loss. 

...

That is COMPLETELY MISLEADING AND WRONG information. Though the QXF exported file from QMac DOES contain investment data, QWin import of QXF data file from QMac has never been updated to be able to handle Investment data. SO you are out of luck until Quicken updates the import functionality.