Transfer a Quicken for Mac 2017 file from Mac to PC, or from one Mac to another.

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The successor at my old job naturally wants to transfer my computer's Quicken for Mac 2017 file onto one of her two computers. Both of those machines have Quicken 2017 installed on them. One is a Windows PC and the other is a Mac. But astonishingly, Customer Support tells her that transfer to a PC (which she would actually prefer) is impossible; and transfer to a Mac is possible only after installing Quicken for Mac 2007 and exporting/importing in .qmtf format (which she tried but couldn't get to work, even with phone help from Customer Support)! Can that really be true?? (It implies that if I bought myself a new Mac computer and copied the old file onto it, it wouldn't open.) How can such a simple transfer be that complicated?!
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David E. S. Stein

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Posted 7 months ago

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smayer97, SuperUser

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Something is amiss...your title only references QM2017 yet your description suddenly mentions using QM2007. 

Assuming for a moment that is a typo, it appears there is misunderstanding somewhere. To use the QM2017 data file from one Mac onto another, all you need is to install QM2017 on the other computer and move the data file.

To use the QM2017 data file with QW2017, though theoretically it should be possible, this process has been broken in QWin since QW2013 and does not work. The conversion from Mac to Win 2017 has a tendency to lose transactions and scramble categorizations, so for all intents and purposes is not currently viable.

An alternative for your successor if she really wants to use the data file on a PC is to use remote access software (several free options, e.g. NoMachine and Teamviewer) to access Quicken on one computer from the other, or even mobile devices (see this great article for complete review of many options (most are free): http://machow2.com/rdp-for-mac/ ). Though this article was written primarily with Macs in mind, there are many solutions offered that work for Windows too.

The trade-off is that the host computer cannot really be used for anything else while using Quicken with these remote solutions but bypasses the conversion process issues.

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

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Thank you, smayer97, for your prompt reply.

The mention of QM2007 was not a typo. Rather, Customer Support actually told her that she needed to install the decade-old version as an intermediate step, before my 2017 file would run on her computer.

I will suggest to her that she simply try the more straightforward approach (since you say it will work), and I intend to report the outcome here.
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smayer97, SuperUser

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QM2007 is only to be used as a bridge for Mac users needing to upgrade from an OLDER version of Quicken for Mac. That is it. Since you are already using QM2017, it would serve no purpose for you.

HTH
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David E. S. Stein

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Well, that's what I thought; but Customer Support was continuing to follow that other course. I can now confirm that (with the help of my guidance via screen sharing on zoom.us), my successor is able to open the 2017 file directly — as we expected. Thank you again for the reality check!
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David E. S. Stein

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Problem solved. But now I can't figure out how to declare this thread to be finished!
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smayer97, SuperUser

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no worries...the mods will take care of it as necessary.

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