Working with QXF files

QXF (Quicken Transfer Format) is the preferred way to move and merge account data between versions of Quicken, and to convert data from Quicken for Windows to Quicken for Mac.

Keep the following limits in mind:

• QXF import and export covers the accounts, transactions, scheduled transactions, categories, and tags of non-business accounts.

• QXF does not support the import or export of business accounts, transactions, budgets, attachments, reports, or application settings.

• Quicken can import QXF data from Quicken Essentials for Mac. The imported data covers checking, savings, and credit card accounts and their transactions.

• Quicken can export QXF data to Quicken Essentials for Mac. The exported data covers checking, savings, credit card, asset, and liability accounts and their transactions.

• QXF supports basic investment data in both directions.

• QXF is replacing QIF (Quicken Interchange Format), the legacy file transfer format.

• To import investment or business data, use QIF import instead. To learn more, see Importing data from a QIF file.

To export a QXF file from Quicken for Mac

Export the file on your Mac, then move it to the computer running Quicken for Windows.

1. Open Quicken for Mac.

2. Choose File menu > Export > Quicken Transfer File (QXF).

3. In Save As, type a name for the file.

4. Choose a location to save it to, such as your Dropbox folder.

5. Click Save.

Move the file to your Windows computer before importing it.

To export a QXF file from Quicken for Windows

Choose a save location you can reach from the computer you plan to import the file into.

1. Open Quicken for Windows.

2. Choose File menu > Export > Quicken Transfer Format (QXF) File.

3. Choose a directory to save the file to, such as your Dropbox folder.

4. Click Save.

To create a new Quicken data file using an imported QXF file

Use this procedure when you want the QXF data in a file of its own rather than merged into an existing file.

1. Create a new Quicken file.

2. Choose File menu > File Import > Quicken Transfer Format (.QXF) File.

3. Type the name of the QXF file you want to import, or click Browse to select it.

4. Click Continue to begin importing the file.

If the QXF file contains accounts Quicken can't import, such as investing or business accounts, Quicken lists those accounts. Quicken confirms when the import finishes. If errors occurred, click the link in the confirmation message to review the import log. You can also open the log later by choosing Help menu > Log Files.

To merge Quicken data files using an imported QXF file

Merging writes the QXF data into a file you already use, so back that file up first.

1. Open the Quicken file you want to merge the QXF data into.

2. Back up your existing Quicken file before merging QXF data into it. Press Ctrl + B, or choose File menu > Copy or Backup File. In the Backup or Copy File dialog, confirm that Create a complete backup is selected, click Next, and then click Save Backup. For details, see How do I back up my Quicken data file?

3. Choose File menu > File Import > Quicken Transfer Format (.QXF) File.

4. Type the name of the QXF file you want to import, or click Browse to select it.

5. Click Continue to begin importing the file.

If the QXF file contains accounts Quicken can't import, such as investing or business accounts, Quicken lists those accounts. Quicken confirms when the import finishes. If errors occurred, click the link in the confirmation message to review the import log. You can also open the log later by choosing Help menu > Log Files.