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edited April 14 in File Conversion and Backup (Mac)
I am trying to move data from my Windows Quicken 2020, build 27.1.25.21 to a newly installed Mac subscription program. However, when I get to the step about importing the Windows file, I get a pop up that says 'This version of Quicken uses Quicken Cloud to import Quicken Windows files'. However, I do not want to put my data in the cloud and if I cancel out of this step, no data is converted. I can easily see the Windows file on the thumb drive, so why can't the program simply convert this file instead of uploading it and then downloading it again. I don't want to put the file in the cloud.
After installing Quicken for Mac 2017, you will be prompted to select which version of Quicken you will be converting. When you are converting from Quicken for Mac 2015 or Mac 2016, follow the steps below. Open Quicken Mac 2015 or Mac 2016 and Update your online accounts and scheduled transactions. Quit Quicken Mac 2015 or Mac 2016. Free Online Converting Tool This is a FREE tool to convert CSV files from Paypal, eBay or any Bank Institution into QIF files to import into MS Money, Quicken, Sage, GNUCash or any Accounting Program.
Best Answers
- Accepted Answer@pfrank Is your Mac running macOS Catalina (10.15)? The Windows converter is older 32-bit code that cannot run on macOS Catalina. That's a fundamental limitation of macOS. The way the Quicken developers worked around this is by creating a cloud-based process to run the 32-bit conversion code. Your only other alternative would be doing your conversion on a Mac running an older version of macOS, and then moving your data file to your Mac.QMac 2007 & QMac Subscription • Quicken user since 1993
- Accepted Answer@Chris_QPW I believe the problem with the Windows-to-Mac converter is that Wine was 32-bit code. (There is a 64-bit version that is labeled as 'not tested very much, and some applications may never work'.)
But as you suggest, users have reported that if you have Quicken still running on a Windows machine, exporting to QXF and then moving the QXF file to the Mac and importing that does work. It displays a window with a message that says the Windows file was converted with an older conversion software and recommends that you use their newer one, but you can choose to continue and it apparently works. I have no idea what was fixed or improved that you might miss out on doing it this way.
But going back to the original concern from @pfrank, Quicken has previously confirmed that 'The cloud converter does not save, retain or store any data.' The data file securely uploaded to the cloud is deleted when the conversion is completed. So there's really no reason to work around using the most current converter, even though it uses a converter on their server to work.QMac 2007 & QMac Subscription • Quicken user since 1993
Answers
- Heading supposed to be WITHOUT going through cloud! D'Oh!
- Accepted Answer@pfrank Is your Mac running macOS Catalina (10.15)? The Windows converter is older 32-bit code that cannot run on macOS Catalina. That's a fundamental limitation of macOS. The way the Quicken developers worked around this is by creating a cloud-based process to run the 32-bit conversion code. Your only other alternative would be doing your conversion on a Mac running an older version of macOS, and then moving your data file to your Mac.QMac 2007 & QMac Subscription • Quicken user since 1993
- I wonder what the state is of the Quicken Windows QXF export.In theory the 'Mac conversion utility' is just a hacked version of Quicken Windows running in Wine on the Mac to do the export, and then importing the QXF file into the Mac data file. If they kept up with adding whatever changes they put in the hacked version of Quicken Windows into current Quicken Windows Subscription version then all that would be needed is to do the QXF export on Windows and then import the QXF file into Quicken Mac.(I'm using the latest Quicken subscription version)
- Accepted Answer@Chris_QPW I believe the problem with the Windows-to-Mac converter is that Wine was 32-bit code. (There is a 64-bit version that is labeled as 'not tested very much, and some applications may never work'.)
But as you suggest, users have reported that if you have Quicken still running on a Windows machine, exporting to QXF and then moving the QXF file to the Mac and importing that does work. It displays a window with a message that says the Windows file was converted with an older conversion software and recommends that you use their newer one, but you can choose to continue and it apparently works. I have no idea what was fixed or improved that you might miss out on doing it this way.
But going back to the original concern from @pfrank, Quicken has previously confirmed that 'The cloud converter does not save, retain or store any data.' The data file securely uploaded to the cloud is deleted when the conversion is completed. So there's really no reason to work around using the most current converter, even though it uses a converter on their server to work.QMac 2007 & QMac Subscription • Quicken user since 1993 - Thanks to all for your replies!
My MacBook is running Catalina. Now somewhat understand why my data needs to go to cloud first. Also seems like my concern about putting my data into the cloud may be somewhat misguided.
Also, not sure about the state of my windows QFX file other than it comes from my Windows 7 Home Premium 64 bit machine, but this is prob a moot point now. - The file type for a Quicken Windows data file is .QDF, that is what you would normally be transferring to the Mac and let it upload/convert.In the 'background' the converter will be using a 'part of Quicken Windows' to convert to a file format that has a type .QXF. Note the Windows program is 32-bit and will not run on your operating system, that is why it has to be run on the server. This just puts the data in a format that Quicken Mac knows how to read and convert into its data file format. Quicken Mac will then use the .QXF file to create your new Quicken Mac data file and delete the .QXF file.Note that you mentioned a .QFX this isn't a .QXF file (unfortunately they picked letters that are very close). A QFX file is the 'Web Connect' file that financial institutions can use to send you transactions to import into your data file.(I'm using the latest Quicken subscription version)
- Yes, I did change file types, my bad! QDF is what I should have said, thanks!
This tutorial shows how to convert a PDF file from your bank or credit card statement to QIF and import into Quicken 2017. We will use PDF2QIF utility.
Step by step instructions for Windows
Follow the steps below for the Windows version, followed by the Mac version.
Make sure you are using the latest version of PDF2QIF. Download it from the PDF2QIF download page. Start PDF2QIF and select a PDF file.
![Utility Utility](https://askhelp247.com/wp-content/uploads/2019/05/Upgrade-Quicken-software.png)
Review transactions before converting. Check that dates are correct, have a correct year (Date), amount, withdrawals and deposits are shown in corresponding columns, check number (Doc/Check#) is assigned.
Make sure to select the QIF target correctly to match the Quicken version or your accounting software: Quicken 2018+, Quicken 2017, Quicken 2015-2016, Quicken 2014 or earlier, Banktivity, Microsoft Money, NetSuite, MYOB, Reckon, YNAB.
Set the Account Name and the Account Type to create a QIF file for the right account. This is optional for Quicken 2018 or later, but it is important to have the matching account name in Quicken for Quicken 2017 for Windows.
Click the 'Convert' button to create a QIF file.
Confirm the file name and location.
Import created QIF file into Quicken 2017
Quicken Conversion Utility Tool Download
Now the QIF file is created, let's switch to Quicken and import created QIF file. Before importing a QIF file make sure to backup your data. To import a QIF file, select 'File' - 'File Import' - 'QIF File', select created QIF file.
For Quicken 2017 or earlier it is important to select 'All Account'. For Quicken 2018 or later you have to select the actual account.
Then click the 'Import' button.
Then click the 'Done' button.
Now your data is imported. You can accept all transactions.
You can review transactions. They are now in the register. Clue classic free full version for mac.
Step by step instructions for macOS
Make sure you are using the latest version of PDF2QIF. Download it from the PDF2QIF download page. Start PDF2QIF and select a QIF file.
Review transactions before converting. Check that dates are correct, have the correct year (Date), amount, withdrawals and deposits are shown in corresponding columns, check number (Doc/Check#) is assigned.
Make sure to set the Account Name to match what you have in your accounting software and the Account Type to create QIF file for the right account.
Select the QIF Target to match your Quicken version or your accounting software.
Quicken Conversion Utility Tool
Click the 'Convert' button to create a QIF file.
Confirm the file name and location.
Import created QIF file into Quicken 2007
Now the QIF file is created, let's switch to Quicken and import created QIF file. Before importing a QIF file make sure to backup your data. To import a QIF file, select 'File' - 'Import' - 'From QIF', select created QIF file.
Pay attention that the Account Name must match what you have in Quicken. Because Quicken imports directly in that account without asking anything. And if you don't have an account specified on the QIF file, this account will be automatically created. Now your transactions are imported. You can categorize, review, delete them. They are already inside Quicken.