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Quicken for Windows
Quicken FAQ: How do I backup and/or restore my Quicken data?
edited December 2018
edited July 2016
When you backup of your Quicken data, you preserve your financial information, including reports, passwords, accounts, and attachments, as a way to safeguard your records in case of computer failure or as a means of moving your data from one computer to another.
Backup Quicken for Windows
Select File > Backup and Restore > Backup Quicken File...
You'll have two options for backing up your data. You can either backup to your computer, external drive (like a USB thumb drive), or CD/DVD; or, you can sign up for Quicken Online Backup. Quicken Online Backup is a separate service which you can find out more about here. These instructions are going to focus on the first option, Back up on my computer or hard drive (CD, hard drive, thumb drive).
To help identify your latest backup, you can put a check next to Add date to backup file name. This is optional, but can come in handy if you need to restore back to a specific date.
You'll be able to see the location where your backup will be saved along with the name of the file that will be created (typically this is your Quicken file name followed by .QDF-backup). If you want to change the location of where you want the file saved, click Change.... It's your choice where you want to save your backup.
Click Back up Now when your ready. You may or may not get a message that says your backup was successful.
Backup Quicken for Mac
Select File menu > Back up > To Disk...
Choose a place on your Mac to save the file. It doesn't matter where, just as long as you remember where you put it. You can also save to a flash drive from here, if you'd like.
Click Save and you're done.
Restore Quicken data
Select the File menu > Backup and Restore > Restore from Backup File....
Select the radio dial next to Restore from your backup, then click Browse.
Browse your computer or external media to find the backup file you want to restore. The Quicken backup file has the extension .QDF-Backup.
If you are restoring a file over the current file, click OK to overwrite the current file.
What does it mean to overwrite a file?
Restoring a backup file replaces your current data with the data stored on the backup disk. Be aware that you will lose any changes you made to your file since the backup was created. If you want to preserve the current file, you must rename the current file or the file you are restoring.
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