Merging accounts from Quicken Mac 2017 into Quicken Mac 2020

mcphersonkent

I am using Quicken 2020 (subscription based) on my iMac. My wife has Quicken 2017 on her old Mac which I'm about to decommission. I want to merge her Checking, Saving, and CC accounts into my Quicken file and just one place where we manage our accounts. What's the best way to move her accounts without losing all the history therein? Thanks.

RickO

Open her QM2017 file on the old Mac and export to QXF (menu File > Export > Quicken Windows Transfer File. Move the saved .QXF file to your Mac (perhaps using a thumb drive or file sharing service such as Dropbox). On your Mac's Quicken 2020, menu File > Import > Quicken Windows File and point to the QXF file you moved from the old Mac.

RickO

Open her QM2017 file on the old Mac and export to QXF (menu File > Export > Quicken Windows Transfer File. Move the saved .QXF file to your Mac (perhaps using a thumb drive or file sharing service such as Dropbox). On your Mac's Quicken 2020, menu File > Import > Quicken Windows File and point to the QXF file you moved from the old Mac.

mcphersonkent

Thanks. Worked perfectly!