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So if your relative can get their version of Quicken Essentials for Mac to export data into one of these formats then that's a good start. Terms, conditions, pricing, features, service and support are subject to change without notice. Quicken's support for OFX has been hit and miss, but most versions have supported exporting into the QIF format.
Open Quicken, then choose File > Import > Bank or Brokerage File (OFX, QFX). If you plan to open the file directly, we recommend that you have your Quicken data file open in Quicken before you begin Step 2. Users running on Apple macOS Catalina must use the most-currently updated versions of QuickBooks. If you open it instead, your web browser should open Quicken and begin to import the transactions. Online services vary by participating financial institutions or other parties and may be subject to application approval, additional terms, conditions, and fees. Download your data from participating banks until May 2024. Additional terms, conditions and fees apply. Debit card transactions are processed as Signature Debit which does not require entering a PIN code.
QuickBooks Payments sold separately subject to application approval. Transfer data directly from QuickBooks Mac 2016-2021 and Microsoft Excel 2016 or later, including Microsoft 365.
