Converting data from Mac to Windows

gulflink
gulflink Quicken Mac Subscription Member
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.

Open your data file in Quicken Mac 2015, 2016, 2017, or the Subscription Release.
Choose File > Export > Quicken Windows Transfer File (QXF)....
Save the .QXF file to media that will allow you to move it to your PC, such as a thumb drive or CD/DVD.
Move the media (thumb drive or CD/DVD) to your computer running Windows.
Open Quicken for Windows.
Choose File > New Quicken File.
Select New Quicken File, click OK.
Name your new data file and press OK.
Choose File > Import and then select the .QXF file from your media.

When I get to last step it does not see or recognize .QXF file on my thumb drive

Best Answers

Answers

  • JustMeHere
    JustMeHere Quicken Windows Subscription Member ✭✭✭✭
    Make sure you selected:
    Quicken Transfer format (.QXF) File...

    NOT: Web Connect (.QFX) File...

    Also note that import of .QXF files isn't supported on the Starter version.

    Using Quicken Subscription Premier (and have a copy of Starter to test things on)
  • gulflink
    gulflink Quicken Mac Subscription Member
    We are using Quicken Deluxe 2020 and need to migrate data from Mac to Windows running on two separate computers. The conversion gets hung up on the last 2 steps. Why is it asking to name the new data file as it should be importing the .QXF file in the last step? The last step does not display the .QXF file on the Thumb drive we are trying to import from.

    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.

    Open your data file in Quicken Mac 2015, 2016, 2017, or the Subscription Release.
    Choose File > Export > Quicken Windows Transfer File (QXF)....
    Save the .QXF file to media that will allow you to move it to your PC, such as a thumb drive or CD/DVD.
    Move the media (thumb drive or CD/DVD) to your computer running Windows.
    Open Quicken for Windows.
    Choose File > New Quicken File.
    Select New Quicken File, click OK.
    Name your new data file and press OK.
    Choose File > Import and then select the .QXF file from your media.
  • JustMeHere
    JustMeHere Quicken Windows Subscription Member ✭✭✭✭
    Are you sure you are using this menu item in Quicken Windows?

    A lot of people confuse the .QFX with .QXF.  If you pick the first one on that menu (Web Connect) the file browser is going to be showing you all the files that end in .QFX, and your file is .QXF, and so it will not show up.  If you select the right menu option above the file browser will be looking for files ending in .QXF and your file on the USB drive should be visible.
    Using Quicken Subscription Premier (and have a copy of Starter to test things on)
  • JustMeHere
    JustMeHere Quicken Windows Subscription Member ✭✭✭✭
    smayer97 said:
    Not may ... but will! QWin does NOT re-import investment records from QMac at this time.


    Yeah they make it sound like you have a possibility.  The Quicken Windows export of an QXF file does include investment accounts/transactions, so that Quicken Mac can actually do a pretty good job of the conversion.  But the Quicken Windows import of QXF files doesn't have anything that will import the investment accounts/transactions.  This goes for Quicken Windows to Quicken Windows, not just Quicken Mac to Quicken Windows.

    In fact the whole Quicken Windows QXF has been broken for years, even worse that not importing investment accounts/transactions.  All kinds of scrambling of categories and such have been reported.  Its been a few years since I tested this, but I doubt it has changed.  There just isn't any "intensive" to fix it because the number of people going from Macs to Windows is quite small.  On the other hand if it was really working right it could be used to fix damaged data files like it is being use for on Quicken Mac.  Many Quicken Windows users have expressed that it would be great for that purpose, but still this had got basically no attention in years.  In fact because of changes in parts of the program without touching this code it has gotten worse than the year they put it in place.  Which BTW was a suggestion from a Quicken Mac user.
    Using Quicken Subscription Premier (and have a copy of Starter to test things on)
  • JustMeHere
    JustMeHere Quicken Windows Subscription Member ✭✭✭✭
    Well that's good to hear!

    Thanks for letting me know.
    Using Quicken Subscription Premier (and have a copy of Starter to test things on)
This discussion has been closed.