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#Quicken 2017 for mac support how to#
#Quicken 2017 for mac support download#
#Quicken 2017 for mac support windows#

Now the QFX file is created, let's switch to Quicken and import created QFX file. You have to leave it empty if your bank is not listed, so the default - Wells Fargo Bank Label will be used. You can try to locate your bank, make sure a bank you choose supports the account type you are converting for. The INTU.BID value defines the bank label shown during import.

IMPORTANT: OFX2QFX is now replaced with the Transactions app, which converts from more formats and converts to more formats.įor Quicken, set INTU.BID to match your bank or keep the default value.

#Quicken 2017 for mac support download#

Download it from the OFX2QFX download page. Make sure you are using the latest version of OFX2QFX. So this way you will keep the existing account connected to online services and you don't have to connect it back later. You can import in that account, and then move transactions from that account to another account. You may choose to keep online services connected and import into a new account if you have something temporary to import. If you are disconnected from online services, that account will be shown on the list. You can select 'Create a new account' or you can select 'Link to an existing account to import transactions'. To import a QFX file, select 'File' - 'File Import' - 'Web Connect (.QFX) File', select created QFX file. Then click 'Yes' and 'Ok'.Īfter disconnecting the account from online services, you can import a QFX file. Then click 'Online Services' and click on the 'Deactivate' button. We have to disconnect from online services first. Before importing the QFX file backup your data file and make sure that the account is not connected to online services. And for the UK edition, GBP currency must be set.Ĭlick the 'Convert' button to create a QFX file. For the Canadian edition, you can use USD and CAD. You have to leave it empty if your bank is not listed, so the default - Wells Fargo Bank Label will be used.Ĭurrency should be USD even for non-USD accounts for the Quicken US edition. For multiple accounts, use a different Account ID for each account.įor Quicken, set INTU.BID to match your bank or keep the default value. Set the Account ID (number) and the Account Type to create QFX for the right account. Select the QFX Target to match your Quicken version or your accounting software: Regular QFX, Quicken 2018+, Quicken 2017, Quicken 2016, Quicken 2015, YNAB.

Review transactions before converting, check that dates are correct, have the correct year, deposits, and withdrawals are assigned correctly.

#Quicken 2017 for mac support windows#

Quicken Premium Support, included in the higher tiers of software, offers to give you hands-on help with practically everything – installation and updates, product registration, online banking, Quicken file migration, and the financial planning tools to include the reports, budgets, etc.Follow the steps below for the Windows version, followed by the Mac version.

Please type your query and then click Let's talk.

Phone support is available from 5:00am PT to 5:00pm PT, Monday through Friday. What is the phone number for quicken customer support? Note: Quicken Support is closed today in observance of Good Friday. Or you can scroll down to the bottom of the page at and select the appropriate Support link shown there. You can log in to your account and call the Support phone number listed there.

#Quicken 2017 for mac support how to#

› Rescue Mobile For Android Apps On Google Playįrequently Asked Questions How to contact quicken support?.