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Upgrade path Quicken Deluxe 2012 - Conflicting Answers Online

I have an older client with Quicken Deluxe 2012 and we did a clean install of Win 10 due to sunset. He doesn't have access to the original 2012 CD so we need to get a newer version to install and import his data file.

I've seen some posts that say he should be able to do a straight upgrade and other that say that he needs to do an incremental upgrade. Specifically Quicken 2017 with disclaimer that you must have 2013 or higher to avoid upgrade issues.

So what is the true upgrade path and what are upgrade version options?

Best Answer

  • jsaeler
    jsaeler Member
    Accepted Answer
    I've cross referenced and turns out must be an error on the sellers site.

    Thanks for making me look deeper.

Answers

  • volvogirl
    volvogirl SuperUser ✭✭✭✭
    Did you see this?  How to use an intermediate version to convert to a newer version 

    https://www.quicken.com/support/how-and-when-use-intermediate-version-convert-older-versions-quicken 

    Actually he can convert to 2013 for free and stay on that.

  • jsaeler
    jsaeler Member
    VolVogirl, yes I did see that thread but I've also seen references that state that you can't upgrade to 2017 from anything older than 2013 without the risk of data not being imported correctly.. Hence my concern.

    My question is which is correct?
  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    Who wrote the references that you cite?  Can you provide a link to those responses?
    Because the link that @volovogirl provided is from Quicken itself ... and thus authoritative.
    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • jsaeler
    jsaeler Member
    Accepted Answer
    I've cross referenced and turns out must be an error on the sellers site.

    Thanks for making me look deeper.
  • thecreator
    thecreator SuperUser ✭✭✭✭✭
    Hi @jsaeler ,

    The answers are wrong and the question was not read with understanding.

    You wrote: "
    I have an older client with Quicken Deluxe 2012 and we did a clean install of Win 10 due to sunset. He doesn't have access to the original 2012 CD so we need to get a newer version to install and import his data file.

    I've seen some posts that say he should be able to do a straight upgrade and other that say that he needs to do an incremental upgrade. Specifically Quicken 2017 with disclaimer that you must have 2013 or higher to avoid upgrade issues.

    So what is the true upgrade path and what are upgrade version options? "

    From this link provided: https://www.quicken.com/support/how-and-when-use-intermediate-version-convert-older-versions-quicken?priorityCode=1348800000

    "

    If you are converting a data file from Quicken 2010 or later 

    You do not need to follow the steps in this article. An intermediate version of Quicken is not necessary. Simply install your new version of Quicken and open your data file. 

    "
    Simply download and install Quicken Subscription (2018, 2019 and 2020).

    See this procedure:  https://community.quicken.com/discussion/7844658/installing-reinstalling-windows-quicken-subscription-editions


    thecreator - User of Quicken Subscription R32.12  USA & Quicken 2017 HBRP R20.6 USA
                       Windows 10 Pro 32 & 64-Bit Build 21359.1
    also            Windows 10 Pro 64-Bit Build 19042.928

    Note: Holding Down the Left Shift Key or Left Ctrl Key produces Window with Quicken 2019 in the Title Bar when click About Quicken,

    View: https://community.quicken.com/discussion/7859218/work-with-copies-of-your-actual-quicken-data-files/p1?new=1

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