Quicken has been a go-to financial manager for a large number of people who are looking to maintain a healthy record of their finances. It is easy to use, has an effective interface, and is supported by a large number of platforms. This versatility does not go unnoticed, since it is wildly popular.

However, there are situations when people have to change their system, or need to switch their platform altogether. In this blog, we will cover steps to move Quicken to new computers. We will also clover the process of moving Quicken from Mac to a Windows PC.

So now without wasting any time, let us proceed to answer the aforementioned questions.

 

 

Things to Do Before You Move Quicken to New Computer

  • Create a manual or automatic backup to be safe for the worst possible outcomes;
  • Ensure that Quicken is installed on the new computer
  • Do not purchase a new copy, the last one will be just fine.

 

How to Transfer Quicken to New Computers?

  1. The first step is to download and install Quicken on a new computer. Once done, open the application;
  2. After this, connect the device in which you have placed the backup of Quicken;
  3. Now go to File > Restore from Backup File…, and choose the option Restore from your backup and then select Browse…;
  4. Navigate to the location where the backup is stored and click Open > Restore File;
  5. The next step is to save the restored file. To do so, click on Browse, and save the restored file to a convenient location;
  6. Now click on Save and then Restore Backup;
  7. Finally, you need to log in to the Quicken application. To do this, enter your Quicken ID and Password, and then click Sign In.

 

We have now covered the steps to transfer Quicken to new computers. However, we also face the questions from users who are changing platforms or Operating Systems. In this blog, we will cover the procedure of moving Quicken files from Mac to PC.

 

How do I Transfer Quicken Files from Mac to PC? 

  • For the first step, you need to open your data file in Quicken Mac;
  • Then click on File, and go to Export > Quicken Windows Transfer File (QXF)….;
  • Now move the files using the data drive, disc, or add them to a cloud drive and then copy them to the new device;
  • Now open the Quicken application and go to File > New Quicken File;
  • Make a selection of the New Quicken File, click OK;
  • Name the new data file and then click on OK;
  • Finally, select File > Import and then select the.QFX file from your media.

 

To sum it all up, Quicken is pretty easy to use once you get adept in the basics. Moving files, even inter-platform, is pretty much convenient. Follow the steps mentioned in the blog and proceed carefully. You’ll be able to move the files without breaking a sweat. However, please do ensure that you create a backup to prevent the loss of substantial data.

 

 

Source Url: https://quickenissues.blogspot.com/2022/04/Move-Quicken-to-New-Computer.html