Note that you still would have to pre-create any account that wouldn't get the right account type if created by importing a QIF, as I describe below. Turning off all the options in Quicken Windows before the import isn't needed with this process. This means that I have found that I can do the import process with nothing more than creating a new data file, setting it up, including removing the existing categories just so only my categories are there, importing this QIF file, and then just do accept all in every account that has a red flag on it. I guess my best advise is to try the procedure starting with Exporting QIF from Quicken Mac, and if that doesn't work then try it with this procedure that will change the transfers to categories. This will break the links between the two accounts, and as such you can't jump between accounts on a transfer, but it does mean that Quicken does the right thing as far as importing, and getting all the amounts correct. I wrote a program that changes all the transfers in the QIF to categories, like xfrACCOUNT_NAME.

So recently I took a different approach that proved a lot more successful. UPDATE: With my data file that has over a hundred accounts I was never able to get a very good import because Quicken's handling of transfers always messed things up.

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