Converting mac 2015 to windows 2015

SilverthunderSilverthunder Member ✭✭
edited October 2018 in

I see that these steps below are the basic instructions for moving from mac to windows version. However, I know that with a lot of conversions, there are certain things to watch out for (ie. settings you should change so that the conversion avoids problems as much as possible). What things should you look out for when doing this particular conversion?

Open your data file in Quicken for Mac 2015

Choose File menu > Export > Export to QXF file.

Save the .QXF file to media that will allow you to move it to your PC, such as a thumb drive or CD/DVD.

Move the media (thumb drive CD/DVD) to your computer running Windows.

Open Quicken for Windows.

Choose File menu > New Quicken File.

With a radio dial selected next to New Quicken File, click OK.

Name your new data file and press OK.

Choose File menu > Import and then select the .QXF file from your media.

Comments

  • J_MikeJ_Mike SuperUser ✭✭✭✭✭
    edited October 2018

    The short answer is that this conversion does not work. The QXF file import process into QWin is broken - the categories are hopelessly scrambled. This problem reportedly started with QWin2013.
    QWin & QMac (Deluxe) Subscription
    Quicken user since 1991

  • SilverthunderSilverthunder Member ✭✭
    edited December 2016
    JM said:


    The short answer is that this conversion does not work. The QXF file import process into QWin is broken - the categories are hopelessly scrambled. This problem reportedly started with QWin2013.

    Thanks very much for the response.  So one workaround is to export each account as a FX file and then import it into Quicken Windows 2015?  Drawback here is that you lose the categories, though, right?  Or maybe just export the whole file and delete the categories?
  • NotACPANotACPA SuperUser ✭✭✭✭✭
    edited December 2016
    JM said:


    The short answer is that this conversion does not work. The QXF file import process into QWin is broken - the categories are hopelessly scrambled. This problem reportedly started with QWin2013.

    I don't believe that there's ANY viable, successful, workaround.  Other than starting over with Q Win as of 1/1/15.
    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • J_MikeJ_Mike SuperUser ✭✭✭✭✭
    edited December 2016
    JM said:


    The short answer is that this conversion does not work. The QXF file import process into QWin is broken - the categories are hopelessly scrambled. This problem reportedly started with QWin2013.

    From reading other posts here - the implication is that QXF worked in QWin2012 - I do not know this for a fact.
    Does it suggest migrating to QWin2012 first is workable??
    QWin & QMac (Deluxe) Subscription
    Quicken user since 1991

  • John_in_NCJohn_in_NC SuperUser ✭✭✭✭✭
    edited December 2016
    JM said:


    The short answer is that this conversion does not work. The QXF file import process into QWin is broken - the categories are hopelessly scrambled. This problem reportedly started with QWin2013.

    "Worked" is misleading. Yes, it worked as in it got data that was at least halfway fixable. Later versions scrambled the categories beyond hope. Note, no conversion method at this point will handle investments.

    If the OP is only concerned about cash and credit accounts, then the program Chris wrote (and I wrote the instructions for) can export to CSV and convert to QIF. It will work, but you have to be precise about following the steps. It is how we did conversions pre 2012. It notes Quicken Essentials, but it should work without any problems with 2015.

    http://www.quicknperlwiz.com/importqem.html
  • J_MikeJ_Mike SuperUser ✭✭✭✭✭
    edited December 2016
    JM said:


    The short answer is that this conversion does not work. The QXF file import process into QWin is broken - the categories are hopelessly scrambled. This problem reportedly started with QWin2013.

    Thanks for the clarification John.
    QWin & QMac (Deluxe) Subscription
    Quicken user since 1991

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