New Mac how to transfer and upgrade quicken

We were running quicken 2017 on a 10 year old Mac. Just got a new Mac and would like to install quicken 2020 on it and transfer to data from the old Mac. What steps to take? Any potential issues?

Best Answer

  • RickO
    RickO SuperUser, Mac Beta Beta
    edited November 2020 Accepted Answer
    1. Download the 2020 program onto the new Mac from quicken.com.
    2. Open Q2017 on the old Mac and click menu File > Show "filename" in Finder
    3. In the Finder, right-click on the quicken file and choose Compress "filename"
    4. Move this .zip file to the new Mac however you are able (thumb drive, Dropbox, etc.)
    5. On the new Mac, double click the .zip file to decompress it
    6. Open QM2020 on the new Mac, choose Start from Quicken 2017 File and point the dialog to the file you just decompressed. 
    QM2020 should import the 2017 file and you should be good to go. (The import will take a while.)
    Quicken Mac Subscription; Quicken Mac user since the early 90s

Answers

  • RickO
    RickO SuperUser, Mac Beta Beta
    edited November 2020 Accepted Answer
    1. Download the 2020 program onto the new Mac from quicken.com.
    2. Open Q2017 on the old Mac and click menu File > Show "filename" in Finder
    3. In the Finder, right-click on the quicken file and choose Compress "filename"
    4. Move this .zip file to the new Mac however you are able (thumb drive, Dropbox, etc.)
    5. On the new Mac, double click the .zip file to decompress it
    6. Open QM2020 on the new Mac, choose Start from Quicken 2017 File and point the dialog to the file you just decompressed. 
    QM2020 should import the 2017 file and you should be good to go. (The import will take a while.)
    Quicken Mac Subscription; Quicken Mac user since the early 90s
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