To learn more, see Import data into Quicken. To shorten longer names: Select the Tools menu and select. Account names and category names can be no more than 15 characters long. If you need to import investment or business data, we recommend that you use QIF import instead. First you must prepare the Quicken for Windows files, then create QIF (Quicken Interchange Format) files, and finally create a new file on the Mac and import the QIF files.Our legacy file transfer format, QIF (Quicken Interchange Format), is being replaced over time by QXF.Investment accounts are also exported, but transactions and position balances are not. The only data exported is Checking, Savings, Credit Card, Asset, and Liability accounts and transactions. Quicken can export QXF data to Quicken Essentials for Mac.The only data imported is Checking, Savings, and Credit Card accounts and transactions. Quicken can import QXF data from Quicken Essentials for Mac.The QXF file format is the preferred choice for merging Quicken account data.The import and export of investment and business accounts, transactions, budgets, attachments, reports, and application settings is not supported by QXF.The import and export of financial data using the QXF file format is limited to the accounts, transactions, scheduled transactions, categories, and tags of non-investment and non-business accounts.
