Need help changing to new version
Ravenstar2
Quicken Mac 2016 Member ✭✭
I have Quicken 2016 for the Mac and have used it for three years. I recently got a notice that I
had to purchase Quicken 2019 to continue using Quicken and downloading the
info from my bank so I purchased the new one and now can't figure out how
to transfer my old files into the new version.
The problem is that I have four checking accounts for
separate sources/aspects of my income and expenses, so originally created four
different Quicken usernames and passwords to access and download the
different checking accounts.
I purchased the new Quicken download using
one of my four username/passwords but need to be able to use the new
Quicken for each of my four accounts and it only allows me to use the
one account whose username/password I used for the download. Is there a
solution or work around?
I'm guessing I should have set up my original Quicken differently so that each bank account was a separate part of a single Quicken account but I couldn't figure out how to do that (still don't know how to do that) and don't know if I can correct it now.
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Answers
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Thank you so much for your quick reply!I think that's the problem (and frankly I didn't even understand the terminology, so thank you for the word "files"--I realized "accounts" would be the wrong word but didn't know what the right one was). Yes, to work on my personal checking account, for example, I close everything, then pick the personal checking account out of the open recent menu, then type in the username/password I have for personal checking. When I'm ready to do the checking account for work income, then I close the personal account (file?), go to open recent, and select the work account, then use the username/password I use for that one to open it. I have two more checking accounts for different projects and again, I close the one I've just worked on and then open the next to work on it. It's cumbersome, but I wanted to keep each of the checking accounts bookkeeping separate and didn't know how to achieve that.
Thanks again,Connie0 -
Thanks so much Rick,I finally got a chance to get back to it tonight and I now have all my files safely in the new 2019 Quicken, which looks very nice and I'm looking forward to working in it:-). I really appreciate your help!Connie3
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