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The steps to get started depend on whether you are new to Quicken or whether you are converting from another version of Quicken.

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titleStart from scratch

If you are using Quicken for the first time or want to start fresh with a new data file, perform these steps:

  1. In Quicken, choose File > New to create a new Quicken data file.
  2. Select Start from scratch and click Next.
  3. Set your mobile and web sync preference including a nickname for your cloud account (you can change this at any time).
  4. After these steps, the Add Account dialog will automatically appear so you can add your financial accounts to Quicken.

Next steps: If you are new to Quicken

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titleStart from an existing Quicken Essentials file

If you are upgrading from Quicken Essentials, perform these steps:

  1. Before starting, review the pre-conversion task.
  2. In Quicken, choose File > New to create a new Quicken data file.
  3. Select Start from a Quicken Essentials file.
  4. Select your existing Quicken Essentials data file file when prompted. (This file must have the extension .quickendata.)
  5. Set your mobile and web sync preference including a nickname for your cloud account (you can change this at any time).
  6. After these steps, your Quicken Essentials data will be converted and you will see the Overview view. All of your accounts will be listed in the sidebar.

Take a look at the post-conversion tasks.

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titleStart from an existing Quicken 2007 file
  1. Before starting, review the pre-conversion task.
  2. In Quicken, choose File > New to create a new Quicken data file.
  3. Select Start from a Quicken for Mac 2007 file.
  4. Set your mobile and web sync preference including a nickname for your cloud account (you can change this at any time).
  5. Select the Quicken for Mac 2007 file you'd like to convert. (This file must have the extension .QDFM.)
    • If you have a large data file, this could take some time. Please do not quit Quicken until the file conversion is complete.
  6. After these steps, your Quicken 2007 data will be converted and you should see the Overview view. All of your accounts will be listed in the sidebar.

Take a look at the post-conversion tasks.

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titleStart from an existing Quicken Windows file

If you purchased Quicken from the Mac App Store, see instead the "Special Instructions for Mac App Store Customers" help topic.

  1. Before starting, review the pre-conversion task.
  2. In Quicken, choose File > New to create a new Quicken data file.
  3. Select Start from a Quicken for Windows file.
  4. Set your mobile and web sync preference (you can change this at any time).
  5. Select your existing Quicken Windows (.QDF) file when prompted.
    • If you have a large data file, this could take some time. Please do not quit Quicken until the file conversion is complete.
  6. After these steps, your Quicken Windows data file will be converted and you will see the Overview view. All of your accounts will be listed in the sidebar.
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titleStart from an existing Quicken Windows file (Special instructions for Mac App Store customers)

If you purchased Quicken from the Mac App Store, you will need to download a separate File Conversion Utility on your Windows computer in order to complete the Quicken Windows to Quicken Mac conversion process. (If you purchased from any other source, you do not need this separate utility. See instead the instruction above.)
To download the conversion utility and for detailed instructions go to: quicken.com/convert

  1. Before starting, ensure that you have performed the pre-conversion task.
  2. Download the File Conversion Utility tool on your Windows computer (get it at: quicken.com/convert)
  3. Unzip and install the File Conversion Utility on your Windows computer
  4. Select your existing existing Quicken Windows (.QDF) file when prompted.
  5. A new .QXF file will be created. Copy the .QXF file to your Mac
  6. In Quicken, choose File > New to create a new Quicken data file.
  7. Select Start from a Quicken Windows File.
  8. Set your mobile and web sync preference (you can change this at any time).
  9. Select the .QXF file you created using the File Conversion Utility mentioned above.
    • If you have a large data file, this could take some time. Please do not quit Quicken Mac the file conversion is complete.
  10. After these steps, your Quicken Windows data file will be converted and you will see the Overview view. All of your accounts will be listed in the sidebar.

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