How do I transfer Quicken data from one Quicken account to a new Quicken account?

aztoma
aztoma Quicken Windows 2017 Member
in Download, Add/Update Accounts (Windows)
I am the new Treasurer for a club. The previous Treasurer gave me the club accounting info on a flashdrive and I uploaded it to my computer, but I think it is still on her Quicken account as it always asks for her sign in. I can just 'x' out of the sign in page but I am worried the account info is not on my Quicken account. I am learning as I go so do not know much about Quicken.

Answers

  • Sherlock
    Sherlock Quicken Windows Subscription Member ✭✭✭✭
    If you haven't already, I suggest you reset the Quicken ID associated with the data file.
    1. Select Edit > Preferences...
    2. Select Quicken ID & Cloud Accounts
    3. Select Sign in as a different user
    4. Enter yes 
    5. Select Sign Out
    6. Sign in with the your Quicken ID.
This discussion has been closed.

Categories