QWin: pass that information on to a new treasurer?

Unknown

If I have four different checking accounts on my quicken software and I back up to a thumb drive is there a way to only back up one account so that I can pass that information on to a new treasurer? I was hoping I could do the back up, open quicken from the thumb drive and delete the 3 accounts that I did not wish to share, save the one file and pass it on.

Rich_M

Your solution will work.

Unknown

Thank you.

Unknown

Alternatively, and more reliably than opening a Quicken file from your thumb drive...

File > File Operations > Copy.

Open that Quicken copy file.  Delete the three accounts. Backup the file to the thumb drive.

Another way to do this:

Export a .qif file for the one account you want to transfer.

Then, FILE > NEW QUICKEN FILE.  Name it something unique.  Then FILE > IMPORT QIF file to the new file.  Then backup THAT file to the thumb drive. 

Different ways to do the same thing.  

thecreator

Hi @ Barbara ,

Make a Backup of your current Quicken Data File. 
Then delete your own Accounts from the Quicken Data File.
Next go to Edit then Preferences. Click on Intuit  ID, Mobile & Alerts.
Click Sign in as a different user.

Create a New Intuit Account, that does not have your personal information.

Once done and confirmed, make a Backup of that Quicken Data File.

Once Backed up to a different Thumb drive, Restore your Quicken Data File that you previously created from your other Thumb Drive.

You forgot about your information included with the Backed up Data File.

volvogirl

Why does the new person only need 1 account? Do you have it in the same file as your personal accounts? It probably should be in its own separate data file.