![]() All of your accounts will be accessible in the sidebar. Make your selection and continue.Īfter these steps, your Quicken Essentials data will be converted and you will see the Overview screen. Next, you can opt in to use Quicken's Mobile app.If prompted, complete the Quicken registration.You can use any existing Quicken ID by clicking Sign in with my Quicken ID or just create a new Quicken ID. ![]() If you've never used connected services with Quicken Essentials (did not download transactions) you may be prompted to set up a new Quicken ID.If you are prompted to provide access to Mac Keychain, select Always allow.This will ensure that you are able to seamlessly continue downloading from your connected accounts after converting to your new Quicken. If you downloaded transactions from your financial institutions using Quicken Essentials, we strongly recommend that you log in with your existing Quicken ID when prompted.Next, you'll be prompted to log in with the Quicken ID associated with your existing Quicken Essentials file.Your Quicken Essentials file to convert will end with the file extension. Note: Your existing Quicken Essentials file will be converted to a new Quicken data file and an unconverted copy of it will also be created.You'll be prompted to choose the Quicken Essentials file you'd like to convert to the Subscription Release of Quicken.Select Start from a Quicken Essentials File.Convert from Quicken Essentials for MacĪfter installing the Subscription Release of Quicken for Mac, you will be prompted to select which version of Quicken you will be converting: If you find incorrect data after the conversion, it will need to be corrected manually. Note: Always check the account balances before and after the conversion. Select Start from a Quicken for Mac 2015, 2016, or 2017 file. Open the Subscription release of Quicken for Mac.The file cannot be imported if Quicken is running. Open Quicken for Mac and Update your online accounts and scheduled transactions.When you are converting from Quicken for Mac 2015, 2016 or 2017, follow the steps below. It's a good idea to hold on to a backup of your old data file for a while, just in case you need to refer back to it.Ĭonverting from Quicken Mac 2015, 2016, or 2017 to the Subscription Release of Quicken for MacĪfter installing the Subscription Release of Quicken for Mac, you will be prompted to select which version of Quicken you will be converting. ![]()
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