How to Transfer Quicken From a PC to a Mac
By Marissa Robert
If you chose a Mac instead of a PC when you purchased a new computer, you may need to make some adjustments to import your files. If you want to transfer your Quicken files from your PC to your new Mac, you need to prepare the old files for that process. The Mac version of Quicken offers a different set of options and abilities than the PC version but Quicken does support exporting your PC files so you can import them on a Mac. Quicken supports transferring your accounts, securities, transactions and categories to Mac.
Prepare PC Files
Go to your account list by clicking the "Tools" menu and selecting "Account List." Click the "Options" drop-down list and click "View Hidden Accounts." On the "Manage Accounts" tab, remove checks from all of the checked "Hide in Quicken" check boxes. For any account that has a name with more than 15 characters, right-click and select "Edit." Rename it with fewer than 15 characters and click "OK." Repeat this process with any other account name that has more than 15 characters.
Click an account in your account list and click the "Accept All" button under the Downloaded Transactions tab. Go to the scheduled bills and deposits and click the "Cancel" button for each one with a repeating or pending status.
Click the "Tools" menu and click "Category List." For any category with a name with more than 15 characters, right-click and select "Edit." Rename it with fewer than 15 characters and click "OK." Repeat this process with any other category with a name longer than 15 characters.
Click "Investing Menu" and then "Security List" to go to the Security List. For any security with a name that has special symbols, right-click and select "Edit." Adjust the name so there are no special symbols and repeat this process with any other securities with special symbols in their names. Use this same process to adjust ticker symbols so they all only have uppercase letters.
Create a QIF File to Export Your Data
Click the "File" menu, then click the "Export" sub-menu. Click "QIF File."
Click the "Browse" button and navigate to the folder in which you want to use to store your QIF files. Enter "Security List.QIF" in the File Name field. Click the "OK" button.
Select "All Accounts" from the drop-down list and check "Security Lists." Uncheck every other box. Leave the default date range and click the "OK" button. Repeat these steps for an Accounts.QIF file, Transactions.QIF file and a Categories.QIF file. Check only the Accounts box, Transactions box, or Categories box, correlating to the QIF file you are creating.
Connect some form of removable drive that is compatible with both Windows and Mac to your PC and transfer the QIF files onto it. Disconnect or eject it after the transfer is completed.
Import Your QIF File onto Your Mac
Launch Quicken on your Mac.
Click the "File" menu, hover over the "New" sub-menu and select "File." In the window that comes up, click "New Quicken File" and click "OK." Enter the name of your file in the "Save As" field. Select the location to save your file from the drop-down list labeled "Where." Check the category you use these Quicken files for, either home or business, and click "Create."
Click "Cancel" and "Close" in the New Account Assistant when the window pops up. Connect the removable media with your QIF files on it. Click the "File" menu, hover over "Import" and click "From QIF." Navigate to the Security List.QIF file on your removable media and click "Open." Repeat this process with your Accounts.QIF, Transactions.QIF and Categories.QIF files.
If you want to use Quicken Essentials for Mac instead of Quicken for Mac, check out the article on Quicken's website detailing how to prepare and transfer your Windows files (see link in Resources).
Because of the differences in how the Windows version and the Mac version of Quicken handle files, you may need to move some transactions into the correct accounts after you complete the file transfers.
Marissa Robert graduated from Brigham Young University with a degree in English language and literature. She has extensive experience writing marketing campaigns and business handbooks and manuals, as well as doing freelance writing, proofreading and editing. While living in France she translated manuscripts into English. She has published articles on various websites and also periodically maintains two blogs.