QMac 2017: How do I import a Windows 2003 or older quicken backup to the Mac 2017 software?

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I have used Quicken for Windows since just before 2003.  I have now purchase Quicken 2017 for Mac but it says I cannot import older Quicken files.  What am I suppose to do?? Throw all my old file away and start over???  I do not think so.
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Dale Hokanson

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Posted 4 months ago

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smayer97, SuperUser

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If you decide to migrate your data, you do need to convert; here is the entire process:
https://getsatisfaction.com/quickencommunity/topics/faq-converting-from-quicken-for-windows-includin...
In your case, you can skip steps 1 but review all the prep and background info before:
https://www.quicken.com/support/things-do-converting-your-data-quicken-mac-2016

If you need to use an intermediary version, as mentioned on that page, instead of getting QW2010, you can try using QW2013 available from Quicken for FREE here: https://www.quicken.com/support/how-and-when-use-intermediate-version-convert-older-versions-quicken
(that first page needs to be updated  ;-)  )

NOTE: Be aware that at this time, it is very difficult to convert back from Mac to Windows, as there are many problems with the reverse conversion process.

I also suggest that you make sure that Quicken 2017 for Mac will meet your needs, since it was re-written from the ground up (starting in 2010 with Quicken Essentials) and is not the same product as the Windows version, so there are some features that are still not there e.g. loan amortization, 2-line display, QuickMath, or are not as fully developed yet, e.g. Customized Reports, investment lot management and performance reports and stats  (therefore some data may not carry over). You can start here:
http://www.quicken.com/mac/compare

You may want to review the List of Obstacles and Hindrances for Migrating from QM2007 or QWin to Quicken for Mac. Add your vote to any features that are missing for you.

Be aware of data that will and will not carry forward: 
https://www.quicken.com/support/what-data-gets-carried-over
Then look at the updates since the original release here:
https://www.quicken.com/support/quicken-2017-mac-release-notes
Also read some of the Fixes and Improvements that are being released soon here:
http://www.quicken.com/upcoming-product-fixes-and-improvements
You will also want to look at a more detailed comparison done by a SuperUser which also identifies nuances not mentioned elsewhere (and read on for comments from other users too on that same discussion thread): 
https://getsatisfaction.com/quickencommunity/topics/can-anyone-who-has-switched-from-2007-to-2015-he...
Take a look at the following videos to give you a better idea:
https://www.youtube.com/user/QuickenMac

Note that there are many differences that are rather subtle, that are not necessarily identifiable via documentation, for example, the 12-month budget feature does not allow including transfers, including investment income, selecting specific accounts,  or have rollover capability.

If you find that QM2017 does not meet your needs, the alternative is to run Quicken for Windows in a virtual machine on your Mac. There are 5 popular products you can use: Parallels, VMWare Fusion, Oracle VirtualBox, Bootcamp or CrossOver. The first 4 require you to also buy a copy of Windows. The first 2 cost $50-80, the third and forth are free. CrossOver also costs about $50-$80 but does NOT require you to buy Windows.

If you plan to keep your PC & Mac, you could also run Quicken on the PC and use remote access (several free options, e.g. NoMachine and Teamviewer) to access Quicken from your Mac  (or even a tablet or phone) (see this great article for complete review of many options (most are free): http://machow2.com/rdp-for-mac/ ).

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
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divinemercyusa

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I also had your same problem but quicken helped me.  It seems earlier files can usually upgrade on windows quicken to the latest date on windows quicken.  And this total file was transferred to Mac.  But one cannot go from Mac to windows without personally typing in all the missing data.  Unless (and this is what I am hoping for) that if windows also is established on my Mac, I could cut & paste.  However, this is untried ground at present.