Best way to import an account from a separate data file?

Gl3nn
Gl3nn Quicken Windows Other Member

The account in question is in a separate (Windows) data file on another machine. I'd like to get it into my MACOS data file. Advice on best/safest way?

TIA!

Best Answer

  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta
    Answer ✓

    The tricky part will be that any transfers between that one account and others won't be maintained if you import one account from the windows file. Former Quicken Windows users might have more insight on this, but here's my thought:

    1. Convert a copy of your Quicken Windows data file to Quicken Mac. There is no way to do this for a specific account, so just convert the file. Make sure that on the Mac, you select File > New > Start from a Quicken for Windows file to create a new data file separate from your existing Quicken Mac data file.
    2. Once you have this new temporary Mac data file, delete all the accounts in that file except the one you want to import into your live Quicken Mac data file.
    3. Do File > Export > Quicken Transfer File (QXF)
    4. Now open your live Quicken Mac data file that you want to import this account into.
    5. Before proceeding, do File > Save a Backup so you can revert should anything go wrong doing the import.
    6. Do File > Import > Quicken Windows File (QDF, QXF) and select the QXF file you just exported. The account from the QXF file will now appear in your Quicken Mac data file.

    I think you could probably do this another way by duplicating your Quicken Windows data file on the Windows machine, opening the duplicate and deleting all the accounts except the one you want, and then importing that QDF file into your Quicken Mac data file; I'm not sure if there could be any issue with Quicken Windows and its associated Quicken Cloud dataset becoming confused when you create and open the temporary duplicate file that you slim down to one account. For that reason, I think the steps I listed above would be the preferable approach.

    Quicken Mac Subscription • Quicken user since 1993

Answers

  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta
    Answer ✓

    The tricky part will be that any transfers between that one account and others won't be maintained if you import one account from the windows file. Former Quicken Windows users might have more insight on this, but here's my thought:

    1. Convert a copy of your Quicken Windows data file to Quicken Mac. There is no way to do this for a specific account, so just convert the file. Make sure that on the Mac, you select File > New > Start from a Quicken for Windows file to create a new data file separate from your existing Quicken Mac data file.
    2. Once you have this new temporary Mac data file, delete all the accounts in that file except the one you want to import into your live Quicken Mac data file.
    3. Do File > Export > Quicken Transfer File (QXF)
    4. Now open your live Quicken Mac data file that you want to import this account into.
    5. Before proceeding, do File > Save a Backup so you can revert should anything go wrong doing the import.
    6. Do File > Import > Quicken Windows File (QDF, QXF) and select the QXF file you just exported. The account from the QXF file will now appear in your Quicken Mac data file.

    I think you could probably do this another way by duplicating your Quicken Windows data file on the Windows machine, opening the duplicate and deleting all the accounts except the one you want, and then importing that QDF file into your Quicken Mac data file; I'm not sure if there could be any issue with Quicken Windows and its associated Quicken Cloud dataset becoming confused when you create and open the temporary duplicate file that you slim down to one account. For that reason, I think the steps I listed above would be the preferable approach.

    Quicken Mac Subscription • Quicken user since 1993
  • Gl3nn
    Gl3nn Quicken Windows Other Member

    Thanks, that makes a lot of sense and , logically, should work. I'll take the necessary precautions, as you suggest.