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Can I transfer a stock account from Q2017 to Q 2020?

Bob Bytner

I am using Quicken 2017 on my PC. My son uses Quicken 2020 on his. I have been keeping track of a stock acct. of his on my pc for years. If I attempt to transfer the data from my PC to his, will Q2020 accept it without a problem, like a normal change from 2017 to 2020 or will there be a problem caused with his existing accounts?

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Sherlock

Quicken 2020 isn’t available yet.

You should be able to transfer the data by exporting the account as a QIF file and importing the QIF file. If you haven’t already, you may want to review: https://www.quicken.com/support/how-do-i-export-data-quicken and https://community.quicken.com/discussion/7150750/faq-how-to-import-qif-files-into-non-cash-accounts-post-q2004

Bob Bytner

Thanks for help. That should explain why I'm taking care of son's acct. He isn't sure what version of Quicken he has. I may just save time & update my PC to Q2019. Thanks again.

Sherlock

Bob Bytner said:

Thanks for help. That should explain why I'm taking care of son's acct. He isn't sure what version of Quicken he has. I may just save time & update my PC to Q2019. Thanks again.

Please explain why you think updating from Quicken 2017 to Quicken 2019 will save time?

Ps56k2

Bob Bytner said: I have been keeping track of a stock acct. of his on my pc for years.

Could you share some details on this "stock acct" -

Is it a brokerage account that has one, several, or lots of stock holdings and transactions over the years. Just wondering about the buy/sell, cost basis, and divs - and the associated transfers or other effected cash accounts.