Quicken 2002, XG, 2004

How can I transfer information, accounts, or entire data files from one Quicken file to another?

Background: Transferring account information between files

Solution: Use the export/import function in Quicken to move information between Quicken data files:

Insert a disk into your computer's disk drive if you want to save the export file on an external disk.

From the Quicken File menu, choose Export, and then choose QIF File.

The QIF File to Export to field displays the preset path of the export file. You can either:

Enter a name for the export file after the backslash (\) at the end of the path (Quicken will automatically add the correct file extension), or

Click Browse to change the path, enter the desired File name, and then click OK to return to the QIF Export window.

Make a selection from the Quicken Account to Export from drop-down list. It does not matter what you select here if you will export from lists only.

Change the date range, if desired. To export all transactions, enter the effective dates of the first and last transactions in your register.

Select the items to include in the export file:

Transactions: Includes all data in your account registers.

Account List: Includes your listing of accounts without transactions.

Category List: Includes all of your categories, plus classes.

Memorized Transactions: Includes all memorized transactions.

Security Lists: Includes all your securities, security prices (including price histories), security types, and investment goals (Quicken 2000 only).

For Macintosh Users: Includes securities, security prices, and your last saved budget. These items will be formatted to be imported into a Quicken for Macintosh file.

Business Lists: (Quicken Home and Business only) Includes invoice items and all business oriented templates. Please note that Business lists cannot be imported into Quicken for Macintosh.

Click OK. Quicken will create an exportable .qif (Quicken Interchange Format) file.

Open the data file or account into which you are importing the data, and then back up the data file. If the account you want to import data into does not exist in the data file, create it:

From the File menu, choose New.

Select New Quicken Account and click OK.

Follow the onscreen instructions to create the account.

If you are importing the .qif file from an external disk, insert the disk into your computer's disk drive, and then copy the file to your hard disk.

From the File menu, choose Import, and then choose QIF File.

The QIF File to Import field displays the preset path of the import file. You can either:

Enter a name for the import file after the backslash (\) at the end of the path, or

Click Browse to change the path, enter the desired File name, and then click OK to return to the QIF Import window.

Make a selection from the Quicken Account to Import into drop-down list.

Note: You can import investment transactions only into another investment account of the same type.

Select the items to import:

Transactions: Includes all data in your account registers.

Account List: Includes your listing of accounts without transactions.

Category List: Includes all of your categories, plus classes.

Memorized Transactions: Includes all memorized transactions. Do not select this option if importing a QuickPayroll file.

Special handling for transfers: Prevents duplicate transactions from occurring when importing from the accounts involved with a single transfer transaction. Do not select this option if importing a QuickPayroll file.

Security Lists: Includes all your securities, security prices (including price histories), security types, and investment goals (Quicken 98 through 2001 only).

Business Lists: (Quicken Home and Business only) Includes invoice items and all business oriented templates. Please note that Business lists cannot be imported into Quicken for Macintosh.

Click OK to import the file. The imported items will be displayed at the bottom of your account in the Compare to Register window, allowing you to either accept (move) or delete the transactions.

Note: If importing fails to yield the desired results, restore the backup file you created in Step 8.