I used Quicken 2007 for home and business (Windows version) for 10 years. Tried the upgrade to 2011 but went back to 2007 version as new features were just complications. Now we have switched to Mac computers and bought 2017 Quicken for Mac. Hugely disappointed, can’t even print a reconciliation statement along with the illogical interfaces. Quicken Express Web Connect accounts use the same User ID. This conversion should take 15–30 minutes. Quicken for Windows 2013-2016.
. Open Quicken.
Double-click 'Applications' on your Mac's hard drive, then double-click the Quicken icon. Make sure your Quicken list of securities doesn't contain any special characters, like '!,' '#' and 'Q.' Click 'Investing' within the Quicken window and click 'Security List.' A list of all your stocks and securities will appear.
Right-click any name that needs to be modified and press 'Edit' to rename it. Verify that your Quicken account names include less than 15 characters. Click 'Tools' at the top of the Quicken window, then click 'Account List.' Press the tab labeled 'Manage Accounts.'
![Quicken Quicken](/uploads/1/2/5/6/125638528/902629986.png)
If any of your accounts need to be shortened, right-click it and choose 'Edit.' Press 'OK' after renaming the account. Export your Quicken data.
![Quicken Quicken](/uploads/1/2/5/6/125638528/644078656.png)
Click 'File' in the top menu of Quicken and choose 'Export.' A dialog window will appear. Check that 'Full Export' is selected, then press 'Export.' Enter the name for your exported file and press 'Save.' All of your Mac's Quicken data will now be in a single file. Transfer the exported data file to your PC.
Use a blank CD or a USB drive to transfer. Open Quicken on your PC by clicking it from your Windows 'Start' menu or by double-clicking it from within 'My Computer.' Click 'File' in Quicken's top menu bar and choose 'New,' then follow the on-screen prompts to finish setting up Quicken on your PC.
Import and convert your Quicken Mac data. Click 'File' at the top of the screen and choose 'Import.' A dialog box will appear. Choose the data file you exported from your Mac, check all of the boxes (e.g. 'Transactions' and 'Account List') and press 'OK.' Quicken will import all of your old data and it will appear on your PC just like it did on your Mac computer. Was this answer helpful?
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