Open Quicken 2. Go to Help > check for updates 3. If an update is available, a small window will pop out to install it. Download the Quicken utility from www.quicken.com 2. Open the downloaded file and move towards to the application folder 3. Double click on Application folder 4. A new window. Quicken for Mac 2017 v4.6.4 Size: 35.64 MB. Quicken makes managing your money easier than ever. Whether paying bills, upgrading from Windows, enjoying more reliable downloads, or getting expert product help, Quicken’s new and improved features will help you save time and get better control of.
This is my very occasional geeky/techy article, written because this problem was a major PIMA! By way of brief background, I have used Quicken to manage my finances since the late 1990’s, and have remained a faithful user despite a few little issues over the years. Princess Gail and I use Quicken every day to keep track of our vast empire (ROTF LMAO!) ? The latest Quicken problem for Mac users has to do with converting Quicken data files to be compatible with Apple’s new Mac OS 10.7, aka “Lion.” Both Intuit (maker of Quicken) and Apple are to blame: Quicken for not keeping their Mac products current (as Apple moved from PowerPC to Intel chips) and Apple for not loudly warning Quicken users of a major incompatibility, knowing it would affect household and business financial management for Quicken users upgrading to Lion. Every year, Princess Gail and I ask ourselves if we shouldn’t upgrade our old Quicken 2004 (Q 2004) but it has always worked well, and we couldn’t see how a program that simply adds and subtracts numbers could change all that much. So we kept using the 2004 version.
We were oblivious to the PowerPC and Intel incompatibility that was to become a critical issue with Mac OS 10.7 Lion. Apparently, the previous version of Mac OS, 10.6, still had a way to read old PowerPC programs (including our old Q 2004) by way of a translator called Rosetta that worked in the background. The new Mac OS 10.7 Lion does not support old PowerPC programs at all. Even the Rosetta translator is not supported.
So after we upgraded our computers to Mac OS 10.7 Lion, we quickly discovered that Quicken would not run, and we had no access to years of financial data, most importantly our current tax year info and our current checkbook entries. The solution was tricky, but here it is: The newest Quicken product is Quicken Essentials (QE) which does run on the Mac OS 10.7 Lion. We needed our old Q 2004 data file to be converted to the QE format, but this could NOT be done on Mac OS 10.7 Lion.
It had to be done on Mac OS 10.6 before one upgrades to 10.7 Lion. Further, QE can only convert files from Quicken 2006 and 2007, not from our ancient 2004 version. So we first had to find a copy of Quicken 2006 or 2007. I managed to find Q 2006 and loaded into an old Mac running an older Mac OS. I was able to convert our Q 2004 data file to the Q 2006 format.
I then tried loading the new QE program on that old Mac but it would not run on an old PowerPC Mac. QE requires the Intel chip of the newer Mac models.
At this point I had two options. One was to find or borrow a newer Mac model that had not been upgraded to 10.7 Lion, install QE, and use it to convert my Q 2006 data file to the QE format. The other option, which is what I actually did, was to learn how to partition the hard disk on my current Mac which is running 10.7 Lion, and load an older Mac OS into the new partition so I could use that to install QE and do my file conversion. You can do a search to find easy tutorials on how to partition a Mac hard disk. I learned how to carve out a 20GB partition on the hard disk of my computer that is upgraded to 10.7 Lion. That was more than twice the space needed to load the 8GB Mac OS 10.6.
So I loaded 10.6 into that partition and then I installed QE into that. I was then able to convert my Q 2006 data file to the QE format. Finally, I switched back to the 10.7 Lion partition and was able to translate the PowerPC version of the QE data file to the new Intel version of the QE data file.
It was a lot of work, but we had over 6,000 bank transactions on that file. It was completely worth the effort. The most important point: You can avoid all our troubles by simply buying Quicken Essentials before you upgrade to Mac OS 10.7 Lion. I wish I had known that! Quicken Essentials is not as full featured as Quicken for Mac 2007. You will want to go to their site and compare features. For us, since we use it mainly as a check book register and for the associated reports, Quicken Essentials is all we need.
For those out there who were using features in Q 2007 not available in QE, I suggest you get QE anyway and hold on to all your older data files. I predict that Intuit will eventually come out with a full featured Quicken for Mac that will run on Lion.
The Apple Macintosh platform is dramatically gaining market share, especially with laptop and iPad users, where others are in decline. Intuit is a good company and will certainly respond to that. I hope this is helpful to someone. I can’t imagine we were the only ones with this bummer of a problem!
But we figured it out and now we’re happy! ? If this was helpful, please share or “like.” Thank you.
Ferd Hi, Jennifer! You can avoid all our troubles by simply buying Quicken Essentials before you upgrade to Lion. I wish I had known that! BTW, we’re loving Lion. For $30 we have it on both our laptops.
The only other program I’ll need to update is my also ancient Photoshop Elements 4.0 to the current 9.0. Have you actually tried to go directly to Quicken Essentials from Quicken 2004? I am going through this process after buying a Mac Mini with Lion and using Quicken 2002 successfully for years. Luckily my MacBook Pro is still Snow Leopard.
However the process still requires an initial conversion to Quicken 2007 (or maybe 2006, as you suggest) before it can be imported into Quicken Essentials. In my case I am having crashes during the process of importing into Quicken 2007, and I am still waiting to hear from Intuit about the problem. It is not possible to go directly from Q 2004 all the way to Quicken Essentials. QE will only convert from Q 2006 or Q 2007. I was able to convert our old Q 2004 data file to a Q 2006 data file. Then I converted the Q 2006 data file to the QE data file on a Mac running Snow Leopard.
Finally, I converted that Snow Leopard QE file to the Lion QE file. It was a lot of moving the file around different machines and different operating systems, but it worked. Maybe jumping from Q 2002 all the way to Q 2007 is too much of a jump. Is there a way you could convert your Q 2002 data file to a Q 2004 and go from there? Thanks for addressing this issue! I have not upgraded to Lion yet because of the Q snafu.
In fact, i was even thinking of upgrading one computer and not the other (which you know would drive one crazy) so at least one of them could run Q. Which i hate for a number of reasons anyway. Since i have Quicken for Mac 2003 (talk about old!), i am dreading the stepped conversions you outline here. What about some other financial program that could convert all my data files – like yours, going back many years? Has anyone tried another software brand that can do this seamlessly? Thanks for the nice comment, brindlegirl! If you haven’t upgraded to Lion yet, and if all you care about is the checkbook registry stuff and associated tables/graphs, then you’re fine, once you do the intermediate file conversion(s.) I think you can find a copy of Quicken 6 easily online.
If not, email me and I will send it to you. Then buy QE, install it in Snow Leopard, and translate to the QE format. After that you’re all set to switch to Lion. Really, once you get started with these translations, it’s not that hard. BTW, I have had quite a few people search their way to this post using the term Quicken 2002!
I’m glad I wasn’t the only one using an old program! LOL I don’t know anything about converting the Quicken data into another program. If that’s possible, I can’t imagine it would be “seamless.” If you DO discover that is possible, please let me know! I assume you are upgrading to Mac OS 10.7 Lion. If you will also be running Parallels 7 on Lion, and you plan to stick with a PC version of Quicken, I don’t think you will have any problems. Most likely you will be able to use the same Windows OS via Parallels, and the same version of Quicken you are currently using.
But if your plan was to NOT use Parallels on your computer with Lion, then you will have to use Quicken Essentials. For now, that is the only Quicken product that will run on Lion. I’m using it now. It is a great, new and improved checkbook register.
The downloads from the bank are swifter. There are more banks to choose from. It will auto balance. But it WON’T do bill pay. Maybe you could do that through your bank rather than from within Quicken? I don’t know of a techie, and I don’t think I’d trust anyone to handle my Quicken financial data file.
Both Apple and Intuit are to blame, as I mentioned in the post, each for their own part in this fiasco. But I will say that Apple phased out the PowerPC chip over about five years, encouraging users and software developers to shift over from the PowerPC structure to the Intel. You have to do this yourself.
It is a pain, but it is doable, and worth it. Different versions of Quicken have data files that might have different suffixes. They might also be placed in different folders. You have to figure out where your data file is, then translate it to a Quicken Essentials data file, all on MacOS 10.6 or earlier. Depending on how old your Quicken program is, you might have to do two or even three translations as detailed above. I have suffered through the same issue after upgrading my Mac to OS 10.7 without any forewarning as you indicated. I contacted Intuit and had them upgrade my Quicken 2007 files to Quicken Essential and they have returned the files.
My current problem is being able to open and load 4 sets of accounting records (not just one). When trying to open any of the other data files and recognize as new before importing per QE’s instructions (File/New; then File/Import) QE does not recognize any of the other files. Only figured this out now after having downloaded Lion and found my Quicken and MS Office icons crossed out. Very casual about this, is my dear Apple.
I’m going to try doing what Randy did, contacting Intuit. Problem is, how do I access my 2007 files in order for Intuit to upgrade the files? I’ll send Randy that question directly. Thanks for this posting, Ferd. I may have to do that sectioning of the hard drive, but. Not my idea of a pleasant post-Thanksgiving activity.
Intuit will help you, and it should work out with a lot less pain than you went through, if you manage to find your data files. This should work if you know how to find files on your hard drive. If you don’t, write to me and I’ll help. I contacted Intuit and they converted my files for me. Intuit sent a link for me to click on leading to a page where I could type in a case number they provided, my email, and a PIN they provided.
Once I did that, I was to upload a compressed version of my Quicken Data file according to directions they gave. This all worked very well. Found my data file on my hard drive by looking for a file that had the extension.qdfx. Compressed it, attached it to the Quicken site by following the easy directions, and the next morning, got an email with directions for downloading my now modified-for-Quicken Essentials data. Followed the Quicken Essentials instructions for moving that data into my new program. It took about 8 to 10 minutes to transfer, and I thought I was in the clear.
Unfortunately, in my case, all that showed was data up through March of 2011. For some reason, the entries from April 1, 2011 through November 2011 are not there. I don’t know how that information could have been separated from the rest, but it didn’t end up in the Quicken Essentials files once I performed the upload. I have alerted Quicken/Intuit to this problem, and they are gamely trying to help me find that missing data, even though it is probably here in MY computer. They can only convert data they receive, after all. The problem is that I have done a search for files ending in.qdfx, and there don’t seem to be any more of them on my hard drive.
So, I have sent back what I sent to them originally, in hopes that they can search around a little more. Good luck to the rest of us who have “old” Quicken and end up moving to Lion without reading the fine print. Wendy, over the years, different versions of Quicken used different extensions to name the data files, so I can’t tell you which ones used.qdfm,.qif, or something else. Also, they might be physically located in different folders.
But the data file should be easy enough to find. The goal is to have a MacOS 10.7 Lion Quicken Essentials data file. To do that you first need a MacOS 10.6 Quicken Essentials data file. (You can load Quicken Essentials in both 10.6 and in 10.7.
It will run on both.) Quicken Essentials on 10.6 will convert data files from only Quicken 2006 or 2007. I had to convert my Q2004 to Q2006, and then convert that file to QE on 10.6, and finally convert that file to QE on 10.7. You might have to do an extra step if Q2002 won’t convert all the way up to Q2006. You might have to convert Q2002 to Q2004. Found you while checking online for data re: Quicken Essentials.
Did not read all the posts but remember having trouble converting my data last January when I purchased Quicken 2010. Have been happy with the new version however now that year end is here I can not find out how to make a copy of my account that will become my 2012 Quicken. In 2004 version you would make a copy – it would ask if you wanted to include only uncleared items and i would have a copy that became my new year with a simple name change. Can’t seem to find this option. Also reports seem so different from what i had printed in the past. Thanks in advance if you can provide any info for me.
Thanks Jennifer! Like I said at the end of the post: I predict that Intuit will eventually come out with a full featured Quicken for Mac that will run on Lion. The Apple Macintosh platform is dramatically gaining market share, especially with laptop and iPad users, where others are in decline. Intuit is a good company and will certainly respond to that. Sooner or later we will have a good Quicken product for Lion.
Meanwhile, Gail and I haven’t really lost any functionality at all since we only need the check register function and a few reports. I hope it all works out for you, and that you have avoided some of these hassles! Happy New Year! Hey Fred, Thanks for the info here.
I am a Quicken MAc 2003 user and am looking to upgrade my data file to the new 2007 version that was just released for Lion. I was not sure from the comments if it was possible to go directly from 2003 to 2007. Intuit’s site only mentions 2005-2007. Is the 2003 to 2007 conversion possible?
If not, would it be possible for me to get the version that you were able to provide a few lucky people (for conversion purposes only). Any help would be GREATLY appreciated! Hi Ferd, All this info is great-thank you. Can you tell me if I’ve got this right: I’m running Snow Leopard 10.6.8 and currently run Quicken Mac 2004 v. 13.0 r1 (which according to Intuit’s website is not upgrade-able to the new Lion compatible 2007 that was just released). Can I upgrade to the old Quicken Mac 2007 (which I’ve seen for sale online), and then upgrade to Lion and then to the new Quicken Mac 2007 that was just released to be compatible Lion? Any help you can give me is greatly appreciated!
Hi Ferd, great post. Can you convert a QIF file to Quicken Essentials for Mac for me? I’ll pay you. That would still be cheaper for me than what I would have to do to follow your steps. I had an old mac with OSX 10.4.11 running Quicken 2006.
I just bought a new mac mini with Lion. So now I would have to buy a mac with snow leopard (not enough memory to load it on my old mac mini) just to convert this old QIF file. If you don’t feel comfortable doing that, do you know of any services that would convert my QIF file to a file I can import into Quicken Essentials for Mac on Lion?
Hi Ferd, great post. Can you convert a QIF file to Quicken Essentials for Mac for me?
I’ll pay you. That would still be cheaper for me than what I would have to do to follow your steps. I had an old mac with OSX 10.4.11 running Quicken 2006. I just bought a new mac mini with Lion.
So now I would have to buy a mac with snow leopard (not enough memory to load it on my old mac mini) just to convert this old QIF file. If you don’t feel comfortable doing that, do you know of any services that would convert my QIF file to a file I can import into Quicken Essentials for Mac on Lion? I have been using Quicken Deluxe 2002 and could not get Quicken 2007 (PPC) to successfully convert my data. I would go through the steps of conversion and then after about 5 minutes in the memorized transactions step, it would crash.
The resulting file was no good (BE SURE TO COPY YOUR ORIGINAL FILE FIRST!) I even tried deleting my two memorized transactions first, but same result. I even tried deleting out all of my data except those for 2011 and 2012 and trimming down my accounts and transactions to “slim-down” the file. After reading this post, it occurred to me to try Quicken 2006 to open my Quicken Deluxe 2002 data file and convert it — IT WORKED LIKE A CHARM! Anyone who needs more instructions about using Quicken 2006 (PPC) to convert send me an email at my nickname at America Online (AOL dot com). Hi Ferd – I was wondering if you can help me out I’m looking for a mac version of Quicken 2005 or 2006.
My brother recently updated his OS to Lion and now his Quicken 2003 data file won’t work unless it updated to a later version. Reading this great comment thread, it sounds like you may have a version? If so, it would be a huge help so I can get this file converted.
Sorry to inconvenience you but this software is almost impossible to find online considering how old it is. Cheers and many thanks. I think I have now read everything written on this topic, along with all of the comments here, plus a couple of your wonderful blog posts.
I have concluded that you may be the only person alive with a copy of Quicken 2006 for the Mac that is being made available for file conversion (from 2003). I am appalled that Intuit isn’t providing this service, especially in light of how much money all of us have spent with them for their full line of software (YEARS of Turbotax, for example). So, may I please get a copy of the coveted application? I’ll certainly understand if you have tired of this. In any case, bless you for the customer service that Intuit fails to provide.
Keep up the great blogging! Ferd, I guess after reading all the posts to this problem,I am going to ask for a copy of your Quicken 2006 also. I’m glad I checked on this before I bought a new computer. I have now a power pc g4 mac running os10 4.11 and quicken deluxe 2002. It sounds like from your previous answers that 2006 will run On my computer (I hope)I knew someday my computer would be obsolete, but have been putting off buying a new one until I absolutely had to. Looks like that day has come, no one is supporting power pc anymore.
I know getting a new computer will be a good thing but lack of money really has been the reason it hasn’t happened before now. Losing all my old money info would really hurt, thanks for any help you can offer.
I honestly don’t recall my original version. My first personal computer was a Mac II Ci. I do recall trying to track my investments, diligently entering them daily, only to have all the historical information lost every time I would upgrade to a new version – probably part of the reason I quit upgrading after Quicken 2004. Ferd was great and sent me a copy of Quicken 2006. The only problem is it won’t open on my current 17″ MAcBook Pro (about five years old, now) running OS X 10.5.8. No I haven’t a clue as what to do to bring myself up to the year 2012 and run Quicken on Mountain Lion. Definitely feels like a conspiracy going on here (OOPS, 60’s paranoia returning with a vengance!).
Ferd and Michael, Thank-you so much! The Quicken 7 opened on my MacBook Air and gobbled up my old Quicken Data. I haven’t gone the next step yet, which I presume will be to get the Quicken 7 data into Quicken Essentials, then transfer to the new MacBook Pro with Quicken Essentials running. I did look at a few other discussion groups who suggested switching programs, with MoneyDance sounding like the best bet. That one wouldn’t open on my old 17″ MacBook Pro – have yet to try it on the Air.
Making progress thanks to you all! Will keep you posted when a solution finally arrives. A million thanks to Ferd and Michael, once again! Ferd, I want everyone to know you sent me a copy of Quicken 2006 and after I updated my files on my old computer and transferred it to my Air, it now works with my Quicken 2007.
I truly appreciate your help and dedication to helping all of us through this issue. I do not understand why Intuit does not seemingly care a whit about their users proven by their lack of meaningful support. They told me to “find someone with a copy of Quicken 2005 or 2006.” I did that after a year of searching for a copy of the old Quicken program, when all they had to do is post it on their site for downloads. Is that act of affirmation for their customers too much to ask?
If I hadn’t used their program for so long, and understand how it works, I would have abandoned them as they really have abandoned to us. I travel a lot and had to maintain my accounts on my old computer, traveling with the two of them, until Ferd came through. What are they thinking? Thank you again Ferd. Christine Mitchell Rosenwald I need help getting a 2006 version of quicken. I need to covert my 2004, so I can use it on my os10.7 upgrade I already did.
Do you have a copy of your 2006 quicken? If so, would you be willing to let me borrow it, or buy it even? I need it to convert my 2004 files to 2006 on its way to Lion.
I would be eternally grateful if you can help me. Christine I too need to convert my old Q2004 data to Q2006 before I can convert further. Could you send me a copy of your Q2006. Thanks for all you’re doing?? Thank you SO MUCH!!!!!!!! You have NO IDEA how frustrating (well, maybe you do!!) this has been But by simply finding the saved Q2006 file from Documents (after opening the Q2004 files in Q2006!!) I copied the file to a flash drive and then opened the file using the Q2007 (lion compatible) on my newer iMac running 10.6.8 (SnowLeopard). IT WORKED!!!!!!
Now I can continue to grumble at Quicken for asking me to PAY for an online chat about this problem, right after having BOUGHT Q2007 from them!!! But at least I’m up and running for a while.and I DIDN’T have to buy QEssentials (QEM) which ALL their Help discussions try to get you to do!!! Thanks again Ferd!!! ? “Happy in Maine”. I don’t know how to do the partition method, but have spent days trying to upgrade my old Quicken, because I have Mt. I bought Quicken Essentials, which of course didn’t work.
Then I was told (by Intuit’s “support” ) that I should get purchase Quicken 2007. Of course that didn’t work either. I then got really desperate and had someone remotely control my computer in order to upgrade. He swore he could do it, and of course in the end, he couldn’t, because my Quicken is too old.
He told me I need 2005 or 2006 in order to eventually use Quicken Essentials. Now, my problem is that I can’t find 2005 or 2006. I noticed that you offered to make a copy for someone. I am happy to purchase a copy from you if that is still an option. As I’m sure you can understand, I am really desperate. My whole life from the last several years is on that.
By the way, I really detest Intuit for the complete and total lack of support. We are supposed to be able to return products if we are unhappy with them, however, I haven’t figured out how to do that either. I would GREATLY appreciate any help you could give me. Thank you so much. You really are a saint for continuing to help people after all of this time. ? thank you!! I (like many on here!) upgraded to mountain lion and am now stuck with no access to my Q2004 files.
I mainly used it as a checkbook, as you mention — and really just need access in case of emergency to my old file to look things up etc. I also have an old macmini that is an os 10.4.11 (no intel chip) and assume this will run the 2006 version that you mention updating to. I am considering updating this old mac mini just to see my files for an other year or so and in the meantime starting a new data file on my mountain lion system. (i’m not super techy and am afraid of all of partitioning business). Anyway long way of saying — i can’t get the 2006 version either.
Could you help me out as well. A million thanks.
Dear Ferd and/or MichaelLAX, Yet another humble request for an emailed copy of Quicken for Mac 2006 or 2007, if possible, please. Having read right through your blog and the discussion, I now know that I’ll need this if I’m going to ‘upgrade’ (convert?) my QFM2004 data file (.qdfm). This is because I’d like to upgrade my system to OSX 10.8 Mountain Lion in the near future; I will then purchase Quicken for Mac 2007 for OSX 10.7 (Lion) from Intuit. I’ve used Quicken for about 20 years, and I’m so comfortable with it that I just don’t want to ‘change horses’ now.
Currently I still use QFM 2004, on a 2010 MacBookPro (intel chip but with Rosetta, I guess?) using OSX 10.6.8 Snow Leopard. Over the last few years I’ve despaired about finding an upgrade path – last time I looked, in early 2012, there seemed to be no hope.
A couple of weeks ago I was just about to give up and switch to MoneyWorks or iBank; I just thought I should have one more search on the ‘net for a solution – and miraculously I came across Ferd’s blog and this wonderful discussion. I’ve tried to buy the QFM2007 from the ‘net but I just can’t find a trustworthy site that has it. So I’d be very grateful for your further help in sending it to me. With many thanks, Yours sincerely, Mike. I just used my 2004 Quicken for Mac and exported from the FILE menu a full export to the Quicken backup folder. I am running 2004 for Mac on a flat screen iMac(PPC) with 10.4.11. I then used the terminal mode restart on the old Mac and connected to the new iMac(intel) running OSX 10.8.2 (Mountain Lion) with a firewire cable (needed a cable converter for the old (400) and new (800)firewire port).
I opened the Quicken for Mac 2007 Lion compatible version on the new mac and used the open file option from the file drop down menu. I opened the newly created QIF export in the old Mac from the new Lion version and saved a copy in the new Quicken Backup folder. All accounts and balances transferred into the new 2007 Lion version. Now not everything transferred over to the new version but the accounts all did with correct balances as well. The items missing were mostly preferences and setup configurations.
These were easily matched with the old 2004 by adding upcoming and scheduled bills, hide and show accounts in the accounts window, toolbar accounts, and quickfill transactions. I just copied manually the scheduled bills. Edited the accounts shown and hidden at the same time as I checked the accounts I wanted shown in the toolbar. I used the registers to re-spell a word in old transactions and hit enter to create new quickfill items. I finished the conversion by editing the toolbars to match what I was using in the 2004 version and that was enough for me to get rolling.
So, long story short, no Quicken Essentials conversion, no Quicken for Mac 2005, 2006, conversion from Essentials, and no conversion back to 2007 from Essentials was needed. No file exchange utility needed. Maybe it’s just the PPC version that creates the.qif file but since I never had 2004,2005, or 2006 on an Intel Mac, I really don’t know what the “export full copy” creates on those. I know if you try to save a copy, it creates a.qdfm file that the new Quicken for Mac 2007 Lion or the 2007 version will NOT import or open it with a note telling you 2004 is not compatible to update. Just food for thought.
Additional info. I created a fake bank account in the new Q2007 for Lion. Then imported the Q2004 qif file that was created from “export” on the old iMac. Wha La all the quickfill items populated.
Now if I can just figure out how to get the scheduled transactions to also populate from the old version, I would have a step by step upgrade without having to purchase the QE. Mine has been running without any glitches since I first downloaded the Q2007 for Lion and importing the Q2004 for Mac from a flat panel iMac (ppc) running OSX 10.4.11. I am just tweaking and playing with the setup to see what else it will actually import despite Quicken saying that 2004 is incompatible.
I have a MacBookPro which I just upgraded with Mountain Lion. I then discovered I couldn’t open my Quicken accounts.
I really panicked, but was able to download the Quicken2007app for $14.99 (I may have received a coupon and ignored it). I opened the app and it asked to open a file. I must have a 100 quicken files of one type or another after all these years of use and automatic backups. I tried to locate the latest ones I used (info helped) and opened them. I have lost the ability to switch from one account to another without using the apple menu. Looks like I will have to open each one individually the first time I use it.
Heather I was two minutes away from pushing the button to purchase the Mountain Lion upgrade (currently using 10.6.8) when I saw my Quicken logo in my dock and decided to do a search about compatability! I’ve got Quicken 2004 and so would greatly appreciate if you could send me a copy of what I need (2006 or 2007?) to upgrade my file so I can purchase a new Quicken software. Is Essentials the only Mac Quicken available for purchase now?
I’m just refollowing up on my request from October for either a 2006 or 2007 Quicken. Is it possible to send me one? I still haven’t upgraded to Mountain Lion until I can get this situation rectified. Much appreciated if you can help. I have been using Quicken Essentials Version 1.7.2 on my Mac Mini running OS X 10.6.8 for the past 18 months.
I was originally using Quicken 2006 but was forced to move to Essentials when Quicken ceased support of 2006 for Mac therefore my most recent entries are in Quicken Essentials. I purchased a new iMac running OS X 10.8.2 and purchased Quicken 2007 for Mac OS X Lion this past weekend and am trying to open my most recent data in 2007 for Lion. In Quicken Essentials I “Exported to Quicken 2007” as a QMTF file and then tried importing it in Quicken 2007. Quicken 2007 shows an error, “Unable to import because the transaction displayed below is too large” I believe this is due to a “Split” having too many entries. It seems there is more of an issue with importing it correctly into Quicken 2007 rather than exporting it from Quicken Essentials.
Is this true? Quicken 2007 is able to successfully import and open all data for my historical (1989 – 2012) backups using the Quicken Data Format files. It is just having a problem with importing the last 18 months’ worth of data that was created using Quicken Essentials (QMTF format) I have downloaded Q2006 from the above link but am still unable to Export to QIF using Essentials. The only choices for Export in Essentials are CSV, Quicken 2007, QXF.
The only choices for Import in Q2006 are QIF and Web Connect. What do I do?
It seems as though you all have been sucessful in fixing these problems by exporting Essentials to QIF then importing it to Q2006 using QIF then exporting to Q2007 for Lion. I am not seeing how to do this.
Would it help to buy Quicken Essentials ($50) for Mac OS X Snow Leopard or Lion, then try to export data? I have called Quicken but they will only provide free support for “the latest Mac version” which they say is Quicken Essentials. They want me to pay $10 – $30 for their support package therefore I would appreciate any help that you all could provide. Thank you in advance!! I have been using Quicken Essentials Version 1.7.2 on my Mac Mini running OS X 10.6.8 for the past 18 months. I was originally using Quicken 2006 but was forced to move to Essentials when Quicken ceased support of 2006 for Mac therefore my most recent entries are in Quicken Essentials. I purchased a new iMac running OS X 10.8.2 and purchased Quicken 2007 for Mac OS X Lion this past weekend and am trying to open my most recent data in 2007 for Lion.
In Quicken Essentials I “Exported to Quicken 2007” as a QMTF file and then tried importing it in Quicken 2007. Quicken 2007 shows an error, “Unable to import because the transaction displayed below is too large” I believe this is due to a “Split” having too many entries. It seems there is more of an issue with importing it correctly into Quicken 2007 rather than exporting it from Quicken Essentials. Is this true? Quicken 2007 is able to successfully import and open all data for my historical (1989 – 2012) backups using the Quicken Data Format files.
It is just having a problem with importing the last 18 months’ worth of data that was created using Quicken Essentials (QMTF format) I have downloaded Q2006 from the above link but am still unable to Export to QIF using Essentials. The only choices for Export in Essentials are CSV, Quicken 2007, QXF. The only choices for Import in Q2006 are QIF and Web Connect. What do I do? It seems as though you all have been sucessful in fixing these problems by exporting Essentials to QIF then importing it to Q2006 using QIF then exporting to Q2007 for Lion. I am not seeing how to do this.
Would it help to buy Quicken Essentials ($50) for Mac OS X Snow Leopard or Lion, then try to export data? I have called Quicken but they will only provide free support for “the latest Mac version” which they say is Quicken Essentials.
They want me to pay $10 – $30 for their support package therefore I would appreciate any help that you all could provide. Thank you in advance!! Hi, I need advice from the Quicken gurus. I have been using Quicken for more than 10 years, currently Quicken 2012 on a PC.
I have totally converted to Apple products, and now have a Macbook Pro running Lion 10.8.2. I hear that Quicken Essentials is not as good as Quicken 2012, but I need to convert somehow. I would probably be happy running Quicken 2007 on the Mac which would probably let me avoid partitioning my hard drive or doing the Parallels software. I don’t think I have any version of Windows beyond Vista to load if necessary. What advice do you have? I have been using Quicken Essentials Version 1.7.2 on my Mac Mini running OS X 10.6.8 for the past 18 months.
I was originally using Quicken 2006 but was forced to move to Essentials when Quicken ceased support of 2006 for Mac therefore my most recent entries are in Quicken Essentials. I purchased a new iMac running OS X 10.8.2 and purchased Quicken 2007 for Mac OS X Lion this past weekend and am trying to open my most recent data in 2007 for Lion. In Quicken Essentials I “Exported to Quicken 2007” as a QMTF file and then tried importing it in Quicken 2007.
Quicken 2007 shows an error, “Unable to import because the transaction displayed below is too large” I believe this is due to a “Split” having too many entries. It seems there is more of an issue with importing it correctly into Quicken 2007 rather than exporting it from Quicken Essentials.
Is this true? Quicken 2007 is able to successfully import and open all data for my historical (1989 – 2012) backups using the Quicken Data Format files. It is just having a problem with importing the last 18 months’ worth of data that was created using Quicken Essentials (QMTF format) I have seen previous comments of people requesting someone to send them Quicken 2006would this fix my issue? If so, could someone send me the necessary files? If so, please advise how to do this. Would it help to buy Quicken Essentials ($50) for Mac OS X Snow Leopard or Lion, then try to export data? All help is appreciated Stuart.
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I can’t thank everyone enough for starting this blog entry and for adding to it with helpful comments. Like the original blogger, I was stunned after upgrading to OS 10.7 to find I could no longer open Quicken 2002. The Intuit helpline was completely unhelpful, simply telling me Quicken 2002 was no longer supported. In the end my process was simple: I had an older Mac still running 10.6, so I copied my data file over there, downloaded Quicken 2006 to the old Mac and converted the data file to 2006, then copied the 2006 data file to the Mac running OS 10.7, downloaded Quicken 2007 and used it to open (and convert) that file. Everything is running just great at this point and I’m extremely happy. The moral of the story for me is not to assume old software will run forever, and upgrade whenever possible!
Thanks again to all.
Our new online banking update will require a Quicken update. You will need to modify your Quicken settings to ensure the smooth transition of your data. Please reference the dates next to each task as this information is time sensitive. To complete these instructions, you will need your User ID and Password for each Financial Institution. You should perform the following instructions exactly as described and in the order presented.
If you do not, your online banking connectivity may stop functioning properly. This conversion should take 15–30 minutes.
Step 1: Conversion Preparation. Backup your data file. For instructions to back up your data file, choose Help menu Search.
Search for Backing Up Your Data and follow the instructions. Download the latest Quicken Update. For instructions to download an update, choose Help menu Search. Search for Update Software and follow the instructions. Step 2: Disconnect Accounts at Solarity Credit Union on or after July 18, 2017.
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Choose Tools menu Account List. Click the Edit button of the account you want to deactivate. In the Account Details dialog, click on the Online Services tab. Click Deactivate. Follow the prompts to confirm the deactivation. Click on the General tab.
Remove the financial institution name and account number. Click OK to close the window.
Repeat steps for each account to be disconnected. Step 3: Reconnect Accounts to Solarity Credit Union on or after July 18, 2017.
Download your Quicken Web Connect file from my.solaritycu.org NOTE: Take note of the date you last had a successful connection in your Quicken account. If you have overlapping dates in the Web Connect download, you may end up with duplicate transactions. Click File File Import Web Connect File.
Locate and select the Web Connect file to import. Import Downloaded Transactions window opens: Select Link to an existing account and choose the matching account in the drop-down menu. Associate the imported transactions to the correct account listed in Quicken. IMPORTANT: Do not select Create a new account unless you intend to add a new account to Quicken. If you are presented with accounts you do not want to track in this data file, select Ignore – Don’t Download into Quicken or click the Cancel button. Repeat steps for each account to be reconnected.