Q2007 for Mac conversion to subscription model - What an absolute mess

rpbc

I'm needing to convert Q2007 for Mac to the new subscription based model; albeit I'd rather just have Q2007 work on the new 64 bit operating system. I'm currently using Mojave.

I've tried to convert AFTER reading about the conversion process. What an absolute mess. Figures are OFF on everything...from liability accounts to my regular bank account. AND I mean WAY OFF. You would think the conversion between Quicken Q2007 and their subscription models would work??? NOPE!

I exported to another program and the conversion worked flawlessly but alas, that program doesn't provide check printing, so, I'm back here hoping someone can help.

jacobs

The conversion from Quicken 2007 to Quicken 2020 generally does work well for most users, so there's something specific to your data that is causing a problem.

The first thing I would do is to reindex your Quicken 2007 data file -- press Command-Option-B in Quicken 2007 -- and then quit Quicken 2007 and try to re-convert the file to Quicken 2020 (File > New > Start from Quicken 2007 data file).

If you get the same results, dive into one account, like your checking account, to see if you can see where things are off. Post back with more information, and people here will be happy to offer suggestions.

jacobs

The conversion from Quicken 2007 to Quicken 2020 generally does work well for most users, so there's something specific to your data that is causing a problem.

The first thing I would do is to reindex your Quicken 2007 data file -- press Command-Option-B in Quicken 2007 -- and then quit Quicken 2007 and try to re-convert the file to Quicken 2020 (File > New > Start from Quicken 2007 data file).

If you get the same results, dive into one account, like your checking account, to see if you can see where things are off. Post back with more information, and people here will be happy to offer suggestions.

rpbc

Thanks Jacobs!! I rebuilt 3 times before I got an accurate result with a FEW issues.

jacobs

"A few issues" is not uncommon, especially with investment accounts. But I'm glad you managed to get a relatively clean conversion now.