Quicken data files are not meant to be transferred between Quicken for Microsoft Windows and Quicken for Mac. Currently, there is not an available converter tool. There is a manual process available to accommodate the infrequent switch from one operating system to another; Intuit does not recommend performing this process on a regular basis. It is important to note that not all data will convert seamlessly. There is potential for duplication or loss of data due to major differences inherent to the operating system or version you are switching to.

We recommend creating a new data file in the new version of Quicken. Creating a new data file is the best method for ensuring that the information is correct and reliable.

Follow the detailed instructions at our website.

The following information will not convert - you will need to enter this data manually:

• Scheduled transactions
• Memorized/QuickFill Transactions
• Loan Setups
• Online Account Setups
• Online Payee Lists
• Memorized Reports or Graphs
• Investment Account Win - Mac
  • Miscellaneous type transactions
• Security Price Histories
• Security Price Histories
• Account types that do not exist in Quicken for Mac follow:
  • 401(k)
  • ESPP – Employee Stock Purchase Plan Account
  • ESOP – Employee Stock Option Account
  • Accounts Receivable – Home and Business
  • Accounts Payable – Home and Business
• Home & Business specific features
• Home & Business Version - Reimbursable Expense transactions (E)
• Tax status of Investment accounts
• Planning information
• From Mac to Win - Splits that contain more than 30 line items

There may be other transactions missing after conversion which may cause incorrect account balances.

If you are changing platforms and need assistance, we offer two options:

Send your file to us and a Quicken Data Services Specialist will convert it for you.

1. Data services can convert the file and create balance adjustments. As stated above, some transactions may be lost during the conversion. Data Services will not re-create the missing transactions or information that did not convert. Balance adjustments are made to the accounts to ensure the ending balance matches in both files and the file is returned in the new format.
2. Data services can convert the file, and then send the file with no adjustments. Missing transactions can be entered or a balance adjustment can be made. Entering the missing transactions will ensure the balances are correct and the detailed information is present. This is a favorable alternative but can be time consuming for the user depending on how much information is missing.

If you are interested in our Cross-Platform Conversion service, please contact us at (800) 811-8766 to have your case escalated to Quicken Data Services. A Quicken data service specialist will be in contact to explain in more detail the services offered.

Note: This service is available for U.S. versions of Quicken only.

Terms and conditions of support, support features, pricing and support availability are subject to change at any time without notice.