How to convert Mac 2007 version to Windows current version?

StephanieVDL

I can not find instructions for this. I found how to convert mac 2007 to newer version of mac, but can not find how to convert mac 2007 to windows current version.

Any help you can give would be great. Thanksl

smayer97

Migrating QM2007 to QWin can ONLY be done using QIF. Quicken has removed those instructions from their site because they no longer officially support QM2007 (I do not understand why they simply do not create a publicly accessible archive...it is no effort).

And QIF DOES handle investments to QWin. BUT you are subject to all the limitations of QIF. And there is some clean-up needed the data both before migrating and after.

-----------------

Excerpt of complete instructions

The following components of your Quicken for Mac data file will convert to Quicken for Windows:

Accounts
- Online account information is not included and must be re-enabled in Quicken for Windows if you intend to continue using online services.
- Investment accounts that were reconciled must be re-reconciled in Quicken for Windows.
- Mutual Fund accounts will become Investment accounts containing a single mutual fund.
Transactions

Categories

Classes

Securities

The following components of your Quicken for Mac data file will not convert to Quicken for Windows:
Accounts:

- Online account information.

- Securities: Unused securities and all price histories.

- Loans: The liability register will be included but the associated amortization schedule will not.

Reminders, scheduled transactions, memorized (QuickFill) transactions or the
Calendar:

- Memorized transactions do not convert but can be rebuilt, based on your imported transactions.
Add-on programs: Most information entered into add-on programs such, as Emergency Records Organizer and Debt Reduction Planner will be included.
Memorized reports or graphs, or any change to the default settings of the program, will be included.

Budgets.

Note: Before beginning the data conversion process, you must verify your system's date and time settings, and then restart your Mac computer if you make any changes to it.
For Mac OS X or higher:
1. Select the Apple menu, and select System Preferences.

2. Double-click Language & Text.

3. Select Formats, and then click Customize in the Dates section.

4. Select Short in the Show field.

5. Select the year, and then select 20xx from the drop down menu.

6. Click OK, and then close the Language & Text window.

Prepare Your Quicken for Mac Data for Conversion:
1. Select the Lists menu, and select Accounts. Verify that the Show Hidden Accounts box is selected.
2. Rename any account names, security names, categories, classes, and account description ␣elds to comply with these guidelines:
Names cannot contain special characters such as *, &, %, #, @, :, $, ~, ^, or }. Categories and Accounts cannot have the same name. For example, if you have a category and an account both named Petty Cash, you must rename one of them. An account cannot be named Cash. If an account is named Cash, rename it to Cash Account or something else.
3. Edit any transactions in your register affected by the following:
Category and Class fields cannot contain more than 29 characters.

Transactions cannot contain more than 30 split lines.

If your transactions have more than 30 split lines, create new transactions to accommodate the excess split lines.

Make sure that all online transactions have been accepted into the register, and that the Download Transactions window contains no outstanding transactions.

Delete all pending online payments.

On the computer running Microsoft Windows, check the system date and time settings:
1. Click the Windows Start button, and select Control Panel (or Settings then Control Panel).
2. Double-click the Date/Time control panel.

3. Verify that the correct Time Zone is selected, and then click OK.

4. Double-click the Regional Settings control panel.

5. On the Date tab, verify that the Short date style and Long date style are set to
four digit years ( yyyy ), and then click OK.

(there is more but that should get you going)

volvogirl

Here's a Quicken article on converting your data

https://www.quicken.com/support/converting-your-data-quicken-mac-0

jacobs

The key thing to know is that investment data will not be imported going from Mac to Windows. They have never updated Quicken Windows to fully import Quicken Mac data. I believe this is true of Quicken Mac 2007 as well as the current Quicken Mac products. 

See this web page by a Quicken user for details on the challenging way to do it via a QIF file:
http://www.quicknperlwiz.com/oldmactowinquickendoc.html

StephanieVDL

volvogirl - however, the article does not help with 2007 mac to windows. it only refers to mac 2015, 2016, 2017 or subscription. :( Thank you for the response.


jacobs - if I owned the mac computer I might try the link you provided, but it is not my computer. :) Thank you for the response.

jacobs

@StephanieVDL  So if you're "asking for a friend" here, the bottom line is that banking transactions can be fairly easily imported from Quicken Mac, but investment transactions are problematic. And the path to work around that, by using QIF files, will be daunting, but might eventually succeed for someone determined enough to follow all the steps.

smayer97

Migrating QM2007 to QWin can ONLY be done using QIF. Quicken has removed those instructions from their site because they no longer officially support QM2007 (I do not understand why they simply do not create a publicly accessible archive...it is no effort).

And QIF DOES handle investments to QWin. BUT you are subject to all the limitations of QIF. And there is some clean-up needed the data both before migrating and after.

-----------------

Excerpt of complete instructions

The following components of your Quicken for Mac data file will convert to Quicken for Windows:

Accounts
- Online account information is not included and must be re-enabled in Quicken for Windows if you intend to continue using online services.
- Investment accounts that were reconciled must be re-reconciled in Quicken for Windows.
- Mutual Fund accounts will become Investment accounts containing a single mutual fund.
Transactions

Categories

Classes

Securities

The following components of your Quicken for Mac data file will not convert to Quicken for Windows:
Accounts:

- Online account information.

- Securities: Unused securities and all price histories.

- Loans: The liability register will be included but the associated amortization schedule will not.

Reminders, scheduled transactions, memorized (QuickFill) transactions or the
Calendar:

- Memorized transactions do not convert but can be rebuilt, based on your imported transactions.
Add-on programs: Most information entered into add-on programs such, as Emergency Records Organizer and Debt Reduction Planner will be included.
Memorized reports or graphs, or any change to the default settings of the program, will be included.

Budgets.

Note: Before beginning the data conversion process, you must verify your system's date and time settings, and then restart your Mac computer if you make any changes to it.
For Mac OS X or higher:
1. Select the Apple menu, and select System Preferences.

2. Double-click Language & Text.

3. Select Formats, and then click Customize in the Dates section.

4. Select Short in the Show field.

5. Select the year, and then select 20xx from the drop down menu.

6. Click OK, and then close the Language & Text window.

Prepare Your Quicken for Mac Data for Conversion:
1. Select the Lists menu, and select Accounts. Verify that the Show Hidden Accounts box is selected.
2. Rename any account names, security names, categories, classes, and account description ␣elds to comply with these guidelines:
Names cannot contain special characters such as *, &, %, #, @, :, $, ~, ^, or }. Categories and Accounts cannot have the same name. For example, if you have a category and an account both named Petty Cash, you must rename one of them. An account cannot be named Cash. If an account is named Cash, rename it to Cash Account or something else.
3. Edit any transactions in your register affected by the following:
Category and Class fields cannot contain more than 29 characters.

Transactions cannot contain more than 30 split lines.

If your transactions have more than 30 split lines, create new transactions to accommodate the excess split lines.

Make sure that all online transactions have been accepted into the register, and that the Download Transactions window contains no outstanding transactions.

Delete all pending online payments.

On the computer running Microsoft Windows, check the system date and time settings:
1. Click the Windows Start button, and select Control Panel (or Settings then Control Panel).
2. Double-click the Date/Time control panel.

3. Verify that the correct Time Zone is selected, and then click OK.

4. Double-click the Regional Settings control panel.

5. On the Date tab, verify that the Short date style and Long date style are set to
four digit years ( yyyy ), and then click OK.

(there is more but that should get you going)

StephanieVDL

thank you