Transferring files in quicken

QIF format. Copy and paste your QuickBooks Desktop information into your Quicken. QIF file. Open the. Note: The QIF import is not available for checking, savings, credit cards, k , and other brokerage accounts. This was replaced within a. QFX import file. From the File menu, select Export.

QIF File for accounts and Address for names. Toggle Notices. Issue purchasing Quicken Canada; form asks for Zip Code. Unexpected Email or Text to verify info. Error Updating Capital One Accounts. Error with Target Red Card. Windows Mac. Before you begin There are a few things to understand before you move your data file: If you want to move your file to a different version of Quicken, such as Windows to Mac or Mac to Windows you'll need to convert the file.

For steps to convert, click here You don't need to buy another copy of Quicken to move your data file, but the same version of Quicken should be installed on the computer you're moving your data file to: For steps to download and reinstall a digital copy, click here. We recommend to avoid moving Quicken data files often. If a data file needs to be viewed on different computers regularly, we suggest using Quicken on the Web instead.

Merging data from Money and Quicken: Quicken is not able to merge data from a Money file into a Quicken file. It can only create a new Quicken file and then import your Microsoft Money data into it. Review your account and payee names to ensure they converted properly. Because of the slight differences between the two programs in maximum character length and permitted characters, you may need to change the names of some of your payees or accounts. Any instructions you had in Money may need to be reset in Quicken.

You can also set up Quicken Bill Manager. For more information, click here. Set your recurring payments. Check your accounts' balances. There are some differences between how the two programs record information. As an example, Quicken separates the cash portion of your investing account into a banking account, while Money included this linked cash account in the investing total. Was this article helpful? I got it Not really Help us improve our support center.

Sorry this article didn't help. Try searching our FAQs:. Why was this article not helpful? Moving your data to a new version. Care Support Help Links:. How do I export data from Quicken? Finding a Quicken Data File. Converting from Quicken Windows to Quicken Mac.

Operating System:. Support Help Topic:. Manage your files.