I was trying to move from Quicken 2017 for Windows to Quicken 2018 for Mac. The major issue I am having is when I add a stock reinvestment it does not add the stock to the balance. After a look on the Quicken forum I see this was an issue in last previous mac version. So the did not fix it. Micah, the Quicken Mac product manager has said that they are working on changes that will bring some version of memorized transactions ('quick fill' in other versions of Quicken) to the Mac product. We don't know exactly how it will work, nor when it will be released, but his hint seemed to suggest sooner (next few months) rather than later.
Exporting Data from Quicken Essentials and importing into Quicken Windows
(See end of document for notes on importing the resulting QIF file into Quicken Mac 2007)
Start from a Quicken for Mac 2018 and Newer file. There is no file conversion process required to open a Quicken for Mac 2018 or newer file. If the file doesn’t automatically open, click on the Open Quicken File button at the bottom of the screen. Find your file and open it. Start from scratch. Select Start from scratch. Click on the account name in the bar down the side of Quicken Mac. Click the Settings gear icon in the bottom right corner. Click the Troubleshooting button. Click the Deactivate Downloads button. Repeat steps 1 –4 for each account at Kirtland Federal Credit Union. Quicken for Mac Quicken Connect (10/2018) Page 1of 2.=:.
From the Accounts menu, choose Hide and Show Account. Make sure all accounts are visible (no check marks). Click OK.
Click on Transactions in the Source List
Make sure the Date, Check #. Payee, Category, Tags, Account, Transfer, Amount, Reconcile, and Memo/Notes field are all visible (This is default, order does not matter):
Change the date filter in the top banner of the register to show All Dates
Warning! In Quicken Windows 2015 (other versions of Quicken Windows are fine) there is a memory leak problem with the QIF import, and you can only Accept (from the Downloaded Transactions tab) a few hundred transactions before it either hangs or crashes. So you might want to create multiple CSV files using different date ranges, and follow the procedure for each of these files.
From the File menu, choose Export:Export Transactions to CSV File
Export all Visible Transactions (default), and deselect the option to Include Scheduled Transactions.
Save the file
Move this .csv file to your Windows machine.
If you have not installed importQEM yet Install ImportQEM.
Launch Quicken Windows and create a new file. Give it a unique name.
Be sure to create at least one cash account. It is needed for the transfers to work right.
Turning off the following options in Quicken Windows will help ensure that the import doesn’t change your data. You can turn them back on after the import if you like. Please note there is a bug in Quicken 2011 which makes it memorize payees and create renaming rules, even if you tell it to turn them off with the following settings, so some of your payees might get renamed anyways. But it also seems that in newer versions of Quicken the renaming rules are not applied to QIF imports.
You can find Quicken options by going to this dialog:Edit -> Preferences Data entry and QuickFill Complete fields using previous entries Capitalize payee and categories Automatically memorize new payees Downloaded transactions Automatically add downloaded transactions to register (VERY IMPORTANT!) Apply renaming rules to downloaded transactions Capitalize first letter only in downloaded payee names Transfer Detection (Quicken 2011, and above) Scan downloaded transactions for possible transfers
Leave Quicken Windows running.
Download and install ImportQEM (instructions here.)
Launch ImportQEM and open your .csv file using the Convert CSV File button. (Or simply drag the file onto the program’s icon (Desktop shortcut), if you do you will be taken directly to the Column Mapping dialog below). Pressing F1 will get you help for this window.
Wait a few seconds, and a display will pop up listing the column mappings. They should already be correct, but verify to be sure. Pressing F1 will get you help for this window.
Click OK.
This dialog will come up, press F1 to get help on this window:
The choices are:
Bank This type is used for Checking and Savings accounts.
CCard This type is used for credit cards.
Cash This type is used for cash accounts.
Oth A This type is used for any other kind of asset account, like a house, car, …
Oth L This type is used for any kind of liability or loan.
Once you press OK the CSV file will be converted into a QIF file named Converted.QIF on your desktop, and if the Auto Import option is on it will import the QIF file into Quicken Windows. Make sure Quicken Windows if running before you press OK is the Auto Import option is on. While it is importing into Quicken Windows you will see a series of windows flash, don't touch them, let ImportQEM control them.
Please note that if you are importing into an Quicken data file where all the accounts are already properly created you can leave the account type settings at their defaults, and it will see import correctly.
Your data is now in Quicken Windows. Note: your balances will initially be incorrect. Click on each account and allow Quicken Windows to accept the transactions. Only after you have accepted transactions in ALL accounts will your balances be correct. Note currently on Quicken Windows 2018 the transactions are going right into the register and not allowing the user to accept them. This should still work for this process. You will just not be doing this step. Also the account balances in the Account bar might not be right until you restart Quicken.
Verify the balances to your Quicken Essentials for Mac register. If they match, the process is complete.
Even though the QIF file produced by ImportQEM can also be used to import data into Quicken Mac, I believe that Quicken 2007 can now convert Quicken Essentials and Quicken for Mac 2015 and beyond files. If you still want to do this you would use the same steps as outlined above except that you turn off the Auto Import QIF option in ImportQEM and you copy the Converted.QIF to your Mac and use the QIF import menus to import it.
Import created QFX file into Quicken for Windows
When the QFX file is created, switch to Quicken and import created QFX file. file. Make sure that the account is not connected to online services. Click 'Tools' - 'Account List'.
Quicken For Mac Computers
We have to disconnect from online services first. Click 'Edit'.
Then click 'Online Services' and click on the 'Deactivate' button. Then click 'Yes' and 'Ok'.
Make sure to backup your data. You can easily roll back or restore your data to the previous state if the transactions are imported incorrectly. After disconnecting the account from Online Services, you can import a QFX file. To import a QFX file, select 'File' - 'File Import' - 'Web Connect (.QFX) File', select created QFX.
Quicken For Mac 2018 Transaction Icons List
You can select 'Create a new account' or you can select 'Link to an existing account to import transactions'. If you are disconnected from online services, that account will be shown on the list. You may choose to keep online services connected and import into a new account, if you have something temporary to import. You can import in that account, and then move transactions from that account to another account. So this way you will keep the existing account connected to online services and you don't have to connect it back later. Click the 'Import' button.
Then click the 'Close' button.
All transactions are imported here, they are shown in the bottom part. You can review transactions and use Renaming Rules if you like. Then click 'Accept All transactions'.
They are accepted and listed in Quicken.
Import created QFX file into Quicken for macOS
Quicken 2018 For Mac Review
When the QFX file is created, switch to Quicken and import created QFX file. Make sure that the account is not connected to online services. Right-click - 'Edit' account.
If you see, for example, Connection Type (Web Connect), it means that it is connected. We have to disconnect from online services first. Click on 'Set up transaction download'.
Then click the 'Options' button.
Select 'Enter transactions manually' and click the 'Continue' button.
Click the 'Finish' button. This way you disconnect from direct online download and now you can import a QFX file into this account.
Before importing a QFX file go to settings, clicking 'Preferences'.
Then click 'Connected Services'.
And uncheck 'Automatically improve the quality of downloaded payee names and categories'. Because it could change your Payee names and assign categories, that are not applicable.
In Quicken, backup your data file before importing. You can easily roll back or restore your data to the previous state if the transactions are imported incorrectly. To import a QFX file, select 'File' - 'Import' - 'Bank or Brokerage File (OFX, QFX)', select created QFX file.
And select an existing account to import transactions instead 'Add a new Quicken account'. Click the 'Continue' button.
Now your transactions are imported. You can categorize, review, delete them. They are already inside Quicken. There is no category. This category is assigned by Quicken. This is not from the CSV file. QFX files do not have categories. You can change the category. And Quicken will use that choice next time you import.