Importing old data from MAC to Windows Quicken

hartbandboosters
Quicken Windows Subscription Member ✭✭
Hello I am using quicken for windows for the local marching band booster club. I have started inputting all the data (moving backwards from new to old) as I thought I had do this from scratch. The old treasure is FINALLY getting me all the old data including past transactions. If I import the old data into the new file will it wipe out the stuff I have already entered (thankfully it's only 2022 data) or will it just add it?
TIA
TIA
0
Answers
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@hartbandboosters - If you import data with QIF files it will add this information to what's already there in Quicken. But as always, please do a backup of your current file before you make any major changes or import any data files.
If you restore a backup file, it will overlay what you have manually input. If you do indeed have a backup file, then I would restore this backup file to a new data file. I would then export the data you have input manually into a QIF file, and then import it to the new data file you created with the old data. Again, please do a backup of your current data file before you proceed.0 -
@Damian Thank you...What I know is the old person is doing a backup of the files, can I import them (sounds like the best way) or should I restore from a backup? One more question...I sent her the directions to save as a windows file (she has a mac)...if she doesn't do that correctly can I convert the file to a Windows file easily?
TIA0 -
Have you seen this one? Quicken article on converting your data. See Convert from Mac to Windows
https://www.quicken.com/support/converting-your-data-quicken-mac-0
I'm staying on Quicken 2013 Premier for Windows.
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@hartbandboosters - Converting from Q Mac adds a whole new wrinkle, but maybe it makes it easier. @volvogirl has given a link to some helpful documentation.
Bottom line you need to have the Q Mac data exported as a QXF file. I have copied part of the documentation that volvogirl provided -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 will 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.
- 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. You can also use Dropbox to move files. For more information, click here.
- 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.
I will be leaving here for the afternoon, and if you get the file and need some help, I am sure volvogirl can help. Otherwise, I will be back later this afternoon.0 -
hartbandboosters said: What I know is the old person is doing a backup of the files...You really need to find out more about what EXACTLY the other person is doing - as per the other postings here for instructions.Also, as mentioned, there are differences between the MAC version and the WIN version - and the names & files.
Lastly, it would be good to know what version you have installed - and what version the other person has installed ...
.... Help --> About Quicken
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@hartbandboosters - just to let you know - The discussion title has been changed to reflect that this is a conversion from Quicken Mac.0
This discussion has been closed.
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