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Quicken import from PC to new IMAC

315 Views 2 Replies Latest reply: Jul 26, 2006 7:58 PM by Elden RSS
Brian Kaplan Calculating status...
Currently Being Moderated
Jul 26, 2006 11:23 AM
I exported my Quicken information from my PC to a delimited file. When I try to import the file, my IMAC doesn't recognize the format. Any suggestions? Thanks!
IMAC, Mac OS X (10.4.7), Tiger
  • mhunter Level 6 Level 6 (9,190 points)
    Currently Being Moderated
    Jul 26, 2006 11:50 AM (in response to Brian Kaplan)
    Hello,

    Quicken has a tutorial here:

    http://web.intuit.com/support/quicken/2005/win/2159.html

    But, it quickly disappears and moves to their document which discusses what won't convert, and how to request them to convert your data for you.

    So, just in-case it doesn't display right on your machine either, here is the copied text directions for you to follow:



    Title Converting data from Quicken for Windows to Quicken for Mac
    KB ID#: 2159
    Categories: File Management/Conversion

    Question: How do I convert my Quicken for Windows data to Quicken for Mac?

    Answer:
    The following components of your Quicken for Windows data file will convert to Quicken for Mac:

    Accounts (except those specified below)
    Transactions
    Categories, Classes, and Securities that are contained within the exported transactions
    The following components of your Quicken for Windows data file will not convert to Quicken for Mac:

    Scheduled Transactions
    QuickFill Transactions
    Loan Setups
    Online Account Setups
    Online Payee Lists
    Memorized Reports
    Security Price Histories
    Account types that do not exist in Quicken for Mac follow:
    401(k)
    ESPP
    ESOP
    Accounts Receivable
    Accounts Payable
    Home & Business specific features
    Tax status of Investment accounts
    Your Mac® must be able to recognize PC-formatted disks. Some utilities that allow this are PC Exchange, File Exchange, and the Apple® File Exchange Control Panel. For further assistance, refer to the documentation for your Mac, these software products, or visit Apple’s Web site.

    Preparing your Quicken for Windows data for conversion:

    Edit account names:
    From the Quicken List menu, choose Account List.
    Click Options, and then select the View Hidden Accounts checkbox.
    All account names must be 15 characters or less.
    From the List menu, choose Security. Verify that each security has an uppercase ticker symbol.
    Edit the transactions in your investment accounts as follows:

    Note: You can bypass the transactions during the import, but doing so will affect the market values of your accounts.

    Single Mutual Fund accounts:
    Accounts containing RtrnCapX transactions must be converted to regular Investment accounts, and then each RtrnCapX transaction must be changed to a RtrnCap transaction and an XOut transaction.
    Regular Investment accounts:
    Change each MiscIncX transaction to a MiscInc transaction and an XOut transaction.
    Change each MiscExpX transaction to a MiscExp transaction and an XOut transaction.
    Change each MargInt transaction to a MiscExp transaction.
    Change each MargIntX transaction to a MiscExp transaction and an XIn transaction.
    CGMid, CGMidX, and ReinvMd transactions should be changed to the corresponding Long transaction (CGMid to CGLong, CGMidX to a CGLong and an Xout, and ReinvMd to ReinvLG).
    Accept all online transactions into the register, complete any outstanding transactions in the Online Center or Compare to Register window, and then delete any pending payments.
    Create a QIF (Quicken Interchange Format) file for import into Quicken for


    Mac:

    From the Quicken File menu, choose Export, and then choose QIF File.
    In the QIF File To Export To field, enter a directory path and name for the QIF file. For example, C:\quickenw\Export.
    In the Quicken Account to Export from field, select the Quicken account you want to export. To export all accounts, select All Accounts.
    Enter the dates of the transactions to export in the Include Transactions In Dates field.
    Choose what to export in the Include In Export field:
    Transactions: Includes all data in your account registers.
    Account List: Includes only your listing of accounts (without transactions).
    Category List: Includes all of your categories and classes.
    Security Lists: Includes all your securities, security prices, security types, and Investment Goals
    Click OK to export the data.
    After the QIF file has been exported, right-click the file, and then select Properties to verify the size of the file.

    Note: If the size of the QIF file is zero KB, it will not import into another file. If this is the case, see the steps for Trouble Exporting QIF located below.
    Copy the export.qif file from the hard drive to a PC-formatted floppy disk.
    Create a new Quicken for Mac file and import the Windows QIF file:

    From the Quicken for Mac File menu, choose New.
    Enter a name for your new Quicken data file, and then click Save.
    Click Cancel on the Set Up Accounts window.
    From the File menu, choose Import QIF.
    Insert the floppy disk, locate the export file, and then click Open.
    If the export file is not recognized, you may need to modify your PC extensions:
    From the Apple menu, choose Control Panel, and then choose File Exchange.
    Select the QIF PC extension, and then click Change. Verify that the following information is correctly entered. If QIF is not listed, click Add, and then create it with the following information.
    Extension: QIF
    Map to: Simple Text
    File Type: Text
    Click Show Advanced, and then enter the following:
    Name: QIF
    MIME Type: (leave blank)
    Map Incoming: Check
    Map Outgoing: Check
    Data Format: Plain Text
    Handle by: Saving to file
    Click Change or Add to close the window.
    Trouble Exporting QIF:

    Use the calendar to select the dates that you want to export rather then manually entering them.
    Do not export memorized transactions.
    Make sure the file name does not contain any special characters.
    Try exporting and importing each account separately.
    After your file imports, verify that the account balances in your new Quicken for Mac data file are the same as the account balances in your Quicken for Windows data file. If they do not match, look for duplicate or missing transactions in your register. Recreate any data that did not import such as scheduled transactions, loans, budgets, and so on.

    Note: The steps contained in this article will also work on Mac OS® X.


    Last Modified: 07/28/2003 Created: 11/04/1997



    Now, if you decide you would rather have them do it, and get everything converted properly, then you can read about that service here:
    http://web.intuit.com/support/quicken/dataservices/cpconversion.html


    I hope this helps.



    P.S., if you'd like, go ahead and click the "Helpful" or "Solved" buttons on any of the posts / replies above if you feel they were helpful or adequately answered your question.
     1.25 GHz Mini 1 GB/40/Combo, OS 10.4.7, Mighty Mouse, OWC FireWire 120 GB HD , Mac OS X (10.4.7), 12" 1.33 GHz iBook 1.5 GB/40/Combo  333 MHz iMac G3 Lime 288MB/13/CD, OS 10.2.8
  • Elden Level 1 Level 1 (45 points)
    Currently Being Moderated
    Jul 26, 2006 7:58 PM (in response to Brian Kaplan)
    I exported my Quicken information from my PC to a
    delimited file. When I try to import the file, my
    IMAC doesn't recognize the format. Any suggestions?


    Or you could go -->here<--</a> where Intuit answers that question with a page that actually does load properly.


    iMac 20" 2GHz Intel Core Duo Mac OS X (10.4.7) 1.5GB RAM

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