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QXF between Mac 2017 and Windows 2020 has thousands of errors

brandonbrandon Member ✭✭
I have Quicken 2017 on Mac and I need to move it to my newly acquired Windows version of the software. Quicken support page claims this works and details the instructions. Note: I do not have any investments in this data file which was the one caveat Quicken outlines.

So... I exported a Quicken Windows Transfer File QXF from my Mac version... imported it into the windows version as outlined, into a new data file.

I get 7563 errors. Several of them are failure to create categories and then I just get thousands of "Memory Allocation" errors.

The balances on most but not all the accounts come in close... but not exact and each registry is missing thousands of transactions.

I really need some answers... Quicken support appears to be unavailable due to CoVid?

Best Answers

  • brandonbrandon ✭✭
    Accepted Answer
    > @Chris_QPW said:
    > About the only thing I can think of to try would be to install the latest Mac version (Quicken Subscription) on the Mac, convert your data file with that version, and then try the QXF export/import.
    > They might have put in changes to the QXF that aren't in your 2017 version.

    This worked! Nice one Chris. yeah... the new subscription comes with both OSX and Windows versions so I just had to install it in both places... upgrade the database on the Mac and then re-export the QXF file. 4 errors but all easy fixes.
  • Chris_QPWChris_QPW ✭✭✭✭
    Accepted Answer
    That's great.

    I should have mentioned that the Subscription version has both Quicken Mac and Windows.

    It is good information that the Quicken Mac 2017 doesn't have the same fixes.

    There actually is a way to export using CSV files, but it is much more error prone, so now that they have got the QXF working properly it is certainly the way to go.
    (I'm using the latest Quicken subscription version)

Answers

  • BoatnmaniacBoatnmaniac SuperUser ✭✭✭✭
    Quicken Support is available but Covid-19 has affected the hours they are available.  Currently they are available from 8:00 am - 5:00 pm PST: https://community.quicken.com/discussion/7871754/fyi-quicken-support-hours-of-operation#latest
    (QW Premier Subscription: R27.28 on Windows 10)
    If my reply has helpful to you, please "Like" it so others can know it might help them, too.
  • Chris_QPWChris_QPW Member ✭✭✭✭
    It is "common" to get these errors.

    Quicken Windows QXF import doesn't support investment transactions.  You will get an error for every such transaction.  What's more given that these transactions will be missing any account that has transfers to/from an investment account will most likely be off by these amounts.
    (I'm using the latest Quicken subscription version)
  • brandonbrandon Member ✭✭
    Helpful thanks... Has any one run into these errors before or found a way around them?
  • brandonbrandon Member ✭✭
    > @Chris_QPW said:
    > It is "common" to get these errors.
    > Quicken Windows QXF import doesn't support investment transactions.  You will get an error for every such transaction.  What's more given that these transactions will be missing any account that has transfers to/from an investment account will most likely be off by these amounts.

    As i mentioned in my question, I don't have any investment transactions. I do have some transfers between checking accounts but they are not investment related.

    The log makes it seem like it struggles with catagories and then that turns into memory errors.
  • Chris_QPWChris_QPW Member ✭✭✭✭
    Sorry I missed that you didn't have any investment transactions.
    (I'm using the latest Quicken subscription version)
  • Chris_QPWChris_QPW Member ✭✭✭✭
    About the only thing I can think of to try would be to install the latest Mac version (Quicken Subscription) on the Mac, convert your data file with that version, and then try the QXF export/import.

    They might have put in changes to the QXF that aren't in your 2017 version.
    (I'm using the latest Quicken subscription version)
  • brandonbrandon Member ✭✭
    I might give that a go but i will probably have to purchase it.

    I also tried removing all categories from a reduced range (2 years) of transactions but it triggered the same number of errors.

    There seems to be no way to export a registry as a csv and import that into quicken which is unfortunate.
  • brandonbrandon Member ✭✭
    Accepted Answer
    > @Chris_QPW said:
    > About the only thing I can think of to try would be to install the latest Mac version (Quicken Subscription) on the Mac, convert your data file with that version, and then try the QXF export/import.
    > They might have put in changes to the QXF that aren't in your 2017 version.

    This worked! Nice one Chris. yeah... the new subscription comes with both OSX and Windows versions so I just had to install it in both places... upgrade the database on the Mac and then re-export the QXF file. 4 errors but all easy fixes.
  • Chris_QPWChris_QPW Member ✭✭✭✭
    Accepted Answer
    That's great.

    I should have mentioned that the Subscription version has both Quicken Mac and Windows.

    It is good information that the Quicken Mac 2017 doesn't have the same fixes.

    There actually is a way to export using CSV files, but it is much more error prone, so now that they have got the QXF working properly it is certainly the way to go.
    (I'm using the latest Quicken subscription version)
This discussion has been closed.