Can I export specific accounts from within my data file as discreet QXF files Q for Mac Premier 2020

Michael Dulaney

Our Credit Union has rolled out a new System Application and I buggered up the credentials in my data file by only disabling transaction download in one account instead of all four accounts within my data file. Can I export individual account files as, for example, .QXF files, then delete the accounts and set them back up and import the discreet .QXF files into Mac accounts?

Michael Dulaney

I'm answering my own question in case anyone needs to do this.
YES! You can make a copy of a Quicken file, delete all the accounts that you do not want to re-import, export the file to Quicken for Windows (QFX) format. The QFX file will only contain the accounts that were left after deleting everything else. You then open a new copy of a Quicken file, delete the accounts that you want to replace and then IMPORT the QFX with the accounts that you want to replace.
It goes without saying that you want to have lots of backups before you start and at each step, rename the various files with names that clearly explain exactly what it is.

jacobs

Just to clarify one thing in your post, for anyone else reading this. Exporting the file in Quicken Windows format produces a QXF file. This is very different than a QFX file, which is what you download from financial institutions. 

Also note that this technique will break any transfers between accounts in Quicken. That may or may not be a problem, but it's something to be aware of.

smayer97

Meanwhile, you can add your VOTE to Add Ability to Select Content of QXF File for Export

First, click on the underlined link above to go there, then click the little grey triangle under the VOTE count at the top of page 1 in the blue banner, so your vote will count for THIS feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version (it may take a moment for your vote to register).

Your VOTES matter!

Michael Dulaney

I'm answering my own question in case anyone needs to do this.
YES! You can make a copy of a Quicken file, delete all the accounts that you do not want to re-import, export the file to Quicken for Windows (QFX) format. The QFX file will only contain the accounts that were left after deleting everything else. You then open a new copy of a Quicken file, delete the accounts that you want to replace and then IMPORT the QFX with the accounts that you want to replace.
It goes without saying that you want to have lots of backups before you start and at each step, rename the various files with names that clearly explain exactly what it is.

jacobs

Just to clarify one thing in your post, for anyone else reading this. Exporting the file in Quicken Windows format produces a QXF file. This is very different than a QFX file, which is what you download from financial institutions. 

Also note that this technique will break any transfers between accounts in Quicken. That may or may not be a problem, but it's something to be aware of.

Michael Dulaney

Oops on the QXF vs QFX. Lysdexia strikes! Interesting how the "Break any transfers between accounts within Quicken" occurs. At this point, inter account transfers are way down on my problem list. Thanks for the response!

smayer97

Meanwhile, you can add your VOTE to Add Ability to Select Content of QXF File for Export

First, click on the underlined link above to go there, then click the little grey triangle under the VOTE count at the top of page 1 in the blue banner, so your vote will count for THIS feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version (it may take a moment for your vote to register).

Your VOTES matter!