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How to find and backup my Quicken QDF file

I have a large file (126,976 KB). Data goes back to 2006. I lost an ext hard drive last year and had to recreate a lot of information which took me about 1 year of time. I've completed that and everything is caught up.

ISSUE: Now when I try to save/back-up my file, I receive Unable to Open Source File
So I click on it, there's some spinning and eventually the file opens back to where I was, and of course no back up.

Do I need need to start a whole new Quicken file? What is my problem. I'm exhausted
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Answers

  • splashersplasher SuperUser ✭✭✭✭
    Did you start using a backup program like (DropBox, OneDrive, Carbonite, etc) that is grabbing the data file in between closing the file and Quicken starting the manual backup and preventing Quicken from having access to the data file?
    -splasher  using Q since 1996 -  Subscription  -  Win10
    -also older versions as needed for testing
    -Questions? Check out the  Quicken Windows FAQ list

  • Well, I did, but I didn't think I set it up correctly. I was told NOT to set it up directly to DropBox. So I set it up to go to my computer drive and then I drag it to DropBox. I just never find it on my computer drive
  • splashersplasher SuperUser ✭✭✭✭
    You are correct, your data file should NOT be in the folder that DropBox is going to sync, but it sounds like you did.
    The default location for the Quicken data file is a Quicken folder under Documents.
    -splasher  using Q since 1996 -  Subscription  -  Win10
    -also older versions as needed for testing
    -Questions? Check out the  Quicken Windows FAQ list

  • Chris_QPWChris_QPW Member ✭✭✭✭
    splasher said:
    The default location for the Quicken data file is a Quicken folder under Documents.
    Which may or may not be a good place for it.

    If you are using OneDrive and having it backup your personal files, your Documents folder might also be in its "cloud data folder".

    Well, I did, but I didn't think I set it up correctly. I was told NOT to set it up directly to DropBox. So I set it up to go to my computer drive and then I drag it to DropBox. I just never find it on my computer drive
    You don't want to drag the data file to Dropbox.  You want keep the data file you open outside of any "cloud folder".

    Your backups can go there, just not the one you open in Quicken.
    With Quicken closed, drag the Quicken data file to another folder outside of any "cloud folder" and double click it to open it there.

    To set the automatic backups to Dropbox, use:
    File -> Preferences -> Backup -> Change, and browse to a folder in your Dropbox folder.

    To set the manual backup location select Ctrl+B -> Change...
    (I'm using the latest Quicken subscription version)
  • Splasher, I checked under Documents/Quicken file and there aren't any files in that folder ): Any other ideas how I should set up the location for saving my files?
  • splashersplasher SuperUser ✭✭✭✭
    You can find your Quicken data file while in Quicken with the Show this file on my computer on the File menu.
    It can be any where on your local harddrive that you want, just follow the guidance that Chris_QPW provided above.
    -splasher  using Q since 1996 -  Subscription  -  Win10
    -also older versions as needed for testing
    -Questions? Check out the  Quicken Windows FAQ list

  • Chris_QPW & Splasher. I'm working through your direction. And THANK YOU for it because you're being very specific and it's much appreciated. I found the location of the 'Base' file. So I was going to do as you suggested. It was already in a Non-cloud location, but I have segregated it into a file by itself. I double clicked it and it opened from that location (I've NEVER opened the file like that.) I then went to FILE and clicked on the back-up file...IT WORKED! Quicken Data File Backed Up Successfully!!! Yes, this has been such a stumbling block, so thank you both for helping me. NEXT hurdle...So, to back up my data into the cloud be it DropBox, Amazon, whatever, I would just take the backup I've saved on my computer drive, right click, copy and paste it to the cloud of my choice? I'm not sure I understand what you said last night:
    To set the automatic backups to Dropbox, use:
    File -> Preferences -> Backup -> Change, and browse to a folder in your Dropbox folder. " Please advise.
  • Chris_QPWChris_QPW Member ✭✭✭✭
    You can copy and past the QDF file to one of the "cloud folders" if you like, but you can also get Quicken to do it for you.

    Quicken backups are basically just the same as you would copying the QDF file somewhere.

    Quicken has two different ways to backup the QDF file. Automatic and Manual.


    The Automatic backups run after you exit Quicken and based on the number of times (I selected 1 here)

    The default location these backup copies are in a folder called BACKUP where your data file is, which isn't a good location because if you lose the disk both the main copy and backup copies will be lost.  So you wan to use the Change link to change it to in your Dropbox directory.  It would look like this:


    Note that I used "Make New Folder" to create the Quicken folder in Dropbox and then selected it, and then selected OK.

    There is also the Manual backup.  If you do File -> Backup and Restore -> Backup Quicken File (or much faster Ctrl+B) it will bring up this dialog.


    As you can see you can change the location here (it defaults to the Desktop, which again isn't a very good place for it), and then select "Back up Now" to actually do the backup.

    And from the preferences dialog above you can see that you can get Quicken to prompt you to do this backup every X times you exit Quicken.

    One might wonder why have both the prompting and the automatic.
    Well in the past with automatic backups you could change where they were located and as such if you wanted your backups to be somewhere other than in the same place as your QDF file you couldn't do it, and the manual backup was to only way to do it.

    These days about the only difference is that the manual backups will always prompt you and then also allow for you to control the name of the file.  Whereas the automatic ones don't prompt and use a default format with the date and time in the name.

    One word of caution, if you use only automatic backups make sure that they are working.
    (I'm using the latest Quicken subscription version)
  • Chris_QPWChris_QPW Member ✭✭✭✭
    P.S. The main reason to have you double click on the QDF file to open it, is because if you have just moved the file using Windows File Explorer, Quicken won't know where it is, and you would have an extra step of browsing for it.

    By double clicking on it, not only does it open in Quicken, but if also makes that the default file it is going to open when you open Quicken again using the Quicken shortcut.
    (I'm using the latest Quicken subscription version)
  • ps56kps56k SuperUser ✭✭✭✭✭
    [EDIT] - updated the topic title to better reflect the actual Q&A
    Quicken 2020 Deluxe - Subscription - Windows 10
  • Okay, this is great! I just saved my first back-up into OneDrive and I can see it doing it's thing at the moment. Then I went back to Quicken and changed the location back to where the default file is located on my computer. The first time it said the same rejection I've always received Unable to Open Source File.

    I went back and clicked off the date file extension and the warning says that the data file is in use by another cloud storage application. So I'm not going any further. I know It's saving on the Cloud, which is great. After waiting I can see that DropBox has the file saved completed.

    I went back to the "data source" and clicked on it to open Quicken. I wanted to change the location back to the computer drive to have my second backup on the computer this time. I then got the " Unable to Open Source File". I closed out of Quicken remembering I probably should have opened the file with the extension/backup. I got this pop-up:



    I clicked on Continue. Now I'm stumped how to fix/go forward. I can see my DropBox file is good. I'm stumped at what I've done to my computer drive file and how to proceed back to it. Sorry, I've re-read your information and I'm just nervous after the year I've had. Thank you for your patience!
  • When I tried to double click on a back up with the 'latest' time stamp on my computer this is the message I received:


    Please advise. Thank you so much!!!
  • Tried to summarize better for you. Hope this helps you to understand the flow of what I did.
    When I went to my data file location to open up Quicken from my DataSource file:
    \dndar\Desktop\2018-2019 Files Reconfigured\Quicken\QDataFile
    This is the message I received:


    I believe I can click on ‘Continue’ because I have ALREADY saved in DropBox.

    Plus, the data file I’m trying to open reflects the same number of KB that my BACKUP file shows in the BACKUP file… 129,391 KB.
    Am I doing this correctly?

    Basically, I saved into the Dropbox location this morning using the directions you provided. Then I went back, closed Quicken. I went to my datafile on my computer drive: \dndar\Desktop\2018-2019 Files Reconfigured\Quicken\QDataFile
    And double-clicked on the file circled below. You can see that the file in the BACKUP folder is the same number of KBs in the snip-it below.


    When I tried to open the Quicken file directly from the “Backup folder file from 9:22AM this is the pop-up rec’d. I’m guessing this is something is DO NOT want to do? Am I on the right track at this point? Thank you!
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