Import Quicken Essentials for Mac files
Amazon.com: Quicken Essentials for Mac: Video Games. This will take you back to the previous Mac OS. Note, you will need to update all transactions from the date of that Quicken data file. Yes, you will need to pay $75 to upgrade to Quicken Mac 2017. Quicken Essentials was released in 2010. That's 7 years ago. So your investment was less than $11 a year. BTW, Quicken Mac 2017 is $43.71 on Amazon.
CheckBook Pro can import directly from a Quicken Essentials for Mac file. These files have names that end in '.quickendata'.
Import Entries and Categories from a Quicken Essentials file
- Go to the Account menu at the top of your screen, then go to its Go to Account submenu. Click the name of the Account you'd like to import into.
- Go to the File menu at the top left of your screen, then go to its Import submenu. Inside the Import submenu, click the Quicken Essentials for Mac... menu item. An open panel will appear.
- In the open panel, navigate to the file you'd like to import, click it once, then click the Import button at the bottom right of the open panel. The Import Options window will appear.
CheckBook Pro's Quicken Essentials for Mac Import Options window
- Set the Import Options for your file.
- Click the Import Account menu button, then click the name of the Account you'd like to import.
- Put a checkmark in the Import All Categories checkbox if you would like to import all Categories in the Quicken Essentials for Mac file rather than only the Categories that are assigned to Entries.
- Decide whether to import zero-amount Entries as Deposits or Debits.
- Click the OK button at the bottom right of the window when you're ready to continue. The Import Preview window will appear.
- Review the Entries in the Import Preview window. Place a checkmark next to each Entry you'd like to keep and remove the checkmark next to each Entry you don't want to keep. Double-click an Entry to make changes.
- When you've reviewed the Entries in the Import Preview and you're sure you want to continue, click the OK button. You'll be asked if you're certain you'd like to continue. This is your final opportunity to verify each Entry appears as you expect. Click the Continue button and the Entries with a checkmark will be added to the current Account.
If nothing happens after you choose a file to import
The file may not be in the Quicken Essentials for Mac format. Here's how to make sure:
- Click the Finder icon in your Dock.
- Find the file you're trying to import.
- Select the file with a single click so that it's highlighted.
- Go to the File menu at the top left of your screen and click the Get Info item. An Info window will appear.
- Look in the Name & Extension part of the Info window. If the last part of the file name is not 'quickendata' the file probably isn't a Quicken Essentials for Mac file.
If you're sure the file name ends in 'quickendata' contact us for help.
Tips
- Import Options are Account-specific, so the settings you choose in one Account won't affect your other Accounts.
- Control-click anywhere in the list of Entries for a menu with common actions, such as changing Category or Type, or marking an Entry for Import.
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