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E
ewerder
October 12, 2018
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Conversion from Quicken 2007 Mac to Quickbooks 2019 Mac

  • October 12, 2018
  • 2 replies
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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

    Best answer by lynda11_2

    Good morning @ewerder:

     

    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

     

    2 replies

    lynda11_2
    lynda11_2Answer
    October 12, 2018

    Good morning @ewerder:

     

    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

     

    E
    ewerderAuthor
    October 12, 2018

    @lynda11_2

     

    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.

    lynda11_2
    lynda11_2
    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

      M
      marksilvester
      November 1, 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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