Conversion from Quicken 2007 Mac to Quickbooks 2019 Mac

Fafa24 · ‎October 12, 2018

Hello,

I have a client who still use Quicken 2007 Mac for their bookkeeping. Soon this version is no longer supported by MacOS since it is still a 32bit app. Apple said Moyave is the last version which support 32bit apps.

Unfortunately later Quicken for Mac versions are limited when it comes to reporting. So I'm looking to convert data to the latest Quickbooks Mac version. There was a new version recently launched.

I would be grateful to get some info how to convert data if there is a way available. Worst I would just carry over accounts and categories for a new fiscal year. However the wish is to convert as much data as possible.

Thanks,

Edy

lynda · ‎October 12, 2018

Good morning @Fafa24:

Unfortunately, Quicken is no longer owned by QuickBooks (it is actually been years since they owned it). I have not used Quicken in years but my suggestion (as you mentioned) would be to create an new data file at fiscal year end. You can start that process now to set it up. Then you can bring the file over via opening balance entries by entering the balance sheet in the new QuickBooks for Mac file. Then move forward from there. Hang onto the Quicken file for past data.

I wish I had a better answer for you.

Lynda

View solution in original post

lynda · ‎October 12, 2018

Good morning @Fafa24:

Unfortunately, Quicken is no longer owned by QuickBooks (it is actually been years since they owned it). I have not used Quicken in years but my suggestion (as you mentioned) would be to create an new data file at fiscal year end. You can start that process now to set it up. Then you can bring the file over via opening balance entries by entering the balance sheet in the new QuickBooks for Mac file. Then move forward from there. Hang onto the Quicken file for past data.

I wish I had a better answer for you.

Lynda

Fafa24 · ‎October 12, 2018

@lynda

Okay thanks for this. I know Quicken left Intuit. However I thought maybe somebody is here who can give me some tipps to tackle it best.

lynda · ‎October 12, 2018

Not sure if you can extract transactions with a tool like transaction pro exporter and import into a new file. Just a thought.

Lynda

marksilvester · ‎November 01, 2018

The Quicken name generally refers to the core product offering of the private financial management program. The program incorporates financial planning activities which, historically, people might have completed on paper -- documenting banking transactions, planning a budget and measuring progress against it, monitoring investments as well as their costs and performance. Quicken has provided different versions, with varying costs -- including Fundamental that includes just those common activities for somebody with easy bank accounts, into Small Business for somebody who runs a business from their property.

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Conversion from Quicken 2007 Mac to Quickbooks 2019 Mac