Import Quicken For Mac Backup To Quicken For Windows

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Quicken Deluxe 2019 Personal Finance & Budgeting Software [PC/Mac Disc] 1-Year. Twice I've had to restore the entire data set from a backup due to some.

Actually, after spending hours on the phone with the wrong support person at Quicken and being told this couldn't be done, I figured it out and had it verified in minutes by a Mac-savvy tech person at Q. Instead of trying to copy the backup file from Mac (Quicken 2017) to PC, I exported the Mac OX file in a QSX file format. I was able to restore a copy in the Windows (10) Quicken 2017. I lost all Payee name memory (i.e. It didn't remember the Payee.so I'm rebuilding, but it's not a big deal). Previous attempts to copy and import the backup copy from Mac to PC all failed b/c the Mac only saved as a.quicken2017-backup extension and the Windows version only looked for a few QSF or QSX extensions.

However, be prepared for a far inferior version of Quicken. You can't rearrange columns and seemingly can't make a transaction reoccurring.(that's what I'm here searching for). If you want to see the reminders in your register select the clock icon in the top right. It should be there on the action bar by default.

If not select the settings/gear icon and select it there, and also to customize what is on the action bar. As for marking them paid in Quicken Windows that is really just entering it into the register/making a real transaction instead of just a reminder. In some places in Quicken Windows, they do call it/mark it paid, but that is all that is happening. For instance the Bills -> Online Bills will mark the status of a bill paid when hitting the Enter button. But if that online bill isn't connected to a reminder is basically useless. With it connected to a reminder the reminder is entered into the register.

On the Bills -> Bill Reminders -> view as: Stack you will also see them marked Paid. Note that really the 'paid' is only true for downloaded transactions. That is really the only way you know something has really been paid. Note after you mark a transaction reviewed (by clicking on the status icon of a New or New Match) the status goes to blank, I guess you can consider that 'paid'. Most like the default settings have you in automatic transactions entry mode. This mode is very similar to what I understand is on Quicken Mac 2017. The transactions go directly into the register, and there is a status column.

Note if you widen the status column you will see text as well as the icons. If a downloaded transaction matches one in the register it will get the status of New Match. If not it will have the status of New. Note like I said it is matching transactions in the register, not the reminders. The reminders have to be entered into the register before the downloaded transaction. If it need be you can click on a Uncleared transaction in the register and match it to a downloaded transaction. That would probably only be needed because of the reminder not getting in the register soon enough or because the amount in the reminder doesn't match the one downloaded.

You would change the amount of the one uncleared in the register and then do the matching. In this mode it will only show downloaded transactions that match the amount exactly. You can also go to: Edit -> Preferences -> Downloaded transactions and turn off the automatic entering of transactions in the register. In that mode you get a Downloaded Transaction tab at the bottom of the register.

You click on a transaction and accept it into the register. On the QFX import. I think it is still broken, but some people have reported it working for them. No telling exactly why that is. Note that in no cases has importing of investment data worked, because the import in Quicken Windows doesn't support it.

Back when it first was put in Quicken Windows 2012 it worked the best. But still will scramble sub sub categories. I will have to run a few tests on it and see what the status is. I haven't checked it in quite awhile.

Overview If you've used other versions of Quicken or other tools to manage your personal finances, you can convert your existing data file to Quicken for Mac compatible files (and in some cases, vice versa). What files can be converted • Quicken for Mac 2007, Essentials, 2015, 2016, and 2017 • Quicken 2011 for Windows or newer versions.

• Quicken Interchange Format - QIF files • Quicken for Mac products older than 2007 are not supported for conversion; we recommend that you open a new data file in the latest version of Quicken, for stability. For more information, see. Before converting your file • The conversion of Quicken for Mac to Quicken for Windows Starter Edition is not currently possible. The option to import QXF files, which is necessary for this conversion process, is not available. • If you're converting a data file because you've upgraded to the Subscription Release, you will need to make sure that the new version is installed before starting the conversion process. For installation steps,. • Don't delete your old data file until you've reviewed your new data file.