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Quicken Mac FAQ: How do I convert from Quicken Mac 2007 to Quicken Mac 2015?

Quicken KathrynQuicken Kathryn Administrator admin
edited September 2018 in

How do I convert my Quicken Mac 2007/2007 for Lion data file to Quicken Mac 2015?

Quicken Kathryn
Community Administrator

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  • Quicken KathrynQuicken Kathryn Administrator admin
    edited May 2017

    NOTE: Always check the account balances before and after the conversion.


    After installing Quicken Mac 2015, you will be prompted to select which version of Quicken data file you will be converting.





    To convert your file, follow the instruction prompts:
    1. Select “Start from a Quicken Mac 2007 file”
    2. Sign in using your Intuit ID, or create an Intuit ID if you don’t have one already
    3. Choose your mobile preferences
    4. Begin the conversion:
      1. Open Quicken Mac 2007 and update your online accounts and scheduled transactions.
      2. Quit Quicken Mac 2007. The file can’t be imported if Quicken Mac 2007 is running.
      3. Click the Select button and choose the file to convert (or drag and drop the file you want to convert onto the window)
    5. Finally, click Next to convert your file; the conversion may take a few minutes.



    Your data should now appear in Quicken Mac 2015.











    GEN86440
    Quicken Kathryn
    Community Administrator
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