How do I transfer all of one accounts transactions from an old data file to my current data file

ronnixon44

How do I transfer all of one accounts transactions from an old data file to my current data file

Quicken Harold

Hello ronnixon44. Appreciate your question.

The best way to move the data from one account is to export the file to a QXF (Windows Transfer) file and then import it into your current data file.  This will more than likely cause some duplication, but then you can go back through and remove the accounts that you don't need and leave the account that you need.

I apologize in advance for the possible inconvenience that this may cause. If you need assistance with this, you are welcome to contact Quicken Phone Support Monday between 5am and 5pm Pacific Time and we will be happy to work with you with assistance of our screen share feature and help you get things organized..

Respectfully,
~ Quicken Harold.

J_Mike

Quicken Harolds instructions are essentially correct. I would suggest the OP take a copy of the old file and delete everything but the desired account. Then export the data as a QXF file and then import the QXF file into the destination file. This will minimize any duplication issues.

Also, in Mac, the QXF file will handle investment accounts and transactions - going from QMac to QMac. It is the conversion from QMac to QWin that fails to handle the investment accounts in QXF format. The failure is on the QWin side.

ronnixon44

This (the delete everything else and transfer) worked great! thanks so much for your help[.
Ron Nixon

Quicken Harold

Hello ronnixon44. Appreciate your question.

The best way to move the data from one account is to export the file to a QXF (Windows Transfer) file and then import it into your current data file.  This will more than likely cause some duplication, but then you can go back through and remove the accounts that you don't need and leave the account that you need.

I apologize in advance for the possible inconvenience that this may cause. If you need assistance with this, you are welcome to contact Quicken Phone Support Monday between 5am and 5pm Pacific Time and we will be happy to work with you with assistance of our screen share feature and help you get things organized..

Respectfully,
~ Quicken Harold.

Greg_the_Geek

Also, investment accounts can't be transferred using QXF.

Fiddlegirl

> @Greg_the_Geek said:
> Also, investment accounts can't be transferred using QXF.

How can these be transferred?

J_Mike

Quicken Harolds instructions are essentially correct. I would suggest the OP take a copy of the old file and delete everything but the desired account. Then export the data as a QXF file and then import the QXF file into the destination file. This will minimize any duplication issues.

Also, in Mac, the QXF file will handle investment accounts and transactions - going from QMac to QMac. It is the conversion from QMac to QWin that fails to handle the investment accounts in QXF format. The failure is on the QWin side.

ronnixon44

This (the delete everything else and transfer) worked great! thanks so much for your help[.
Ron Nixon