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To set up an Account in Quicken for Mac. The steps for setting up an account are basically the same for all account types. Click on Accounts New from the menu bar, and then select the type of account that you want to create (such as Checking, Savings, Credit Card, and so on). To update Quicken on the Mac: Select Quicken on the menu. Select Check for Updates.

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Transferring Quicken files from a PC to a Mac requires you to install Quicken on both computers. Since Macintosh and Windows both require software specific to their operating systems, you can't use your PC version of Quicken on a Mac and vice-versa. Business owners who use Quicken to track finances, invoices and payments can save their files in a format that a Mac computer can read effectively. This enables you to transfer your PC Quicken data to a Mac system.

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Preparing Files

Launch Quicken on your PC and then click 'Tools' and 'Account List.'

Just go to 'Manage optional features' in Settings and click 'Add a feature' to see the list of available RSAT tools.The downloadable packages above can still be used to install RSAT on Windows 10 versions prior to the October 2018 Update. Download and install the version that matches the architecture of the computer on which you plan to install the administration tools. Remote Server Administration Tools cannot be installed on Windows RT, computers with an Advanced RISC Machine (ARM) architecture, or other system-on-chip devices.Remote Server Administration Tools for Windows 10 runs on both x86- and x64-based editions of the full release of Windows 10, Professional, Enterprise or Education editions. Supported Operating SystemWindows 10.Remote Server Administration Tools for Windows 10 can be installed ONLY on computers that are running the full release of Windows 10 Professional, Windows 10 Enterprise, or Windows 10 Education.

Select 'Options' and then 'View Hidden Accounts.'

Click 'Manage Accounts.' Then, uncheck all of the 'Hide in Quicken' checkboxes.

Reduce the file names for any accounts that have more than 15 characters or special characters by right-clicking the account name and clicking 'Edit.' Change all Ticker symbols to uppercase letters. Type a new name and then click 'OK.'

Click each tab that contains financial data, such as Personal Cash Flow and Business, and click 'Accept All.'

Select the 'File' menu, 'Export' and then choose 'QIF' as the file format. Click the 'Browse' button and navigate to the location where you want to save the file.

Enter the file name 'Accounts.qif' into the text box and click 'OK.'

From the 'Quicken Account to Export From' section, select the drop-down menu. Choose the account you want to transfer from to the Mac version of Quicken.

Choose the date range for the transactions you want to export to your Mac. Then, select the 'Accounts' check box to export only your Accounts file. Complete the same process for Securities, Categories and Transactions. Then, click 'OK.'

Insert a CD into your CD drive that is formatted in a FAT file format so that both your Macintosh and Windows computers can access the files. Locate the files and burn them to your CD.

Import to Mac

Open Quicken on your Mac and select the 'File' menu, 'New' and then 'File.'

Enter the appropriate information into the Create Data File dialog box. Then, click the 'Create' button. If the New Account Assistant window appears, click 'Cancel.'

Insert the CD with your Quicken files on it into the disk drive.

Click the 'File' menu, then 'Import' and 'From QIF.' Navigate to the 'Accounts' file on your CD and then click 'Open.'

Complete the process for your remaining files: Securities, Categories and Transactions.

About the Author

Avery Martin holds a Bachelor of Music in opera performance and a Bachelor of Arts in East Asian studies. As a professional writer, she has written for Education.com, Samsung and IBM. Martin contributed English translations for a collection of Japanese poems by Misuzu Kaneko. She has worked as an educator in Japan, and she runs a private voice studio out of her home. She writes about education, music and travel.

Photo Credits

• Sean Gallup/Getty Images News/Getty Images

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