you for reaching out on the community and telling us about your issue. I do
apologize for the issue you're having. Could we get a bit more clarification here on the issue you're having. Are you trying to use two different versions of Quicken? Any sort of clarification will help us with seeing what we're able to accomplish to get you up and running,
Once you get the chance please let us know more and we'll see what we can do.
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP
First of all let's get the terminology right so we're all on the same page.FILES - Your data is kept in a separate data FILE (and not in the program). In the data File you have all your accounts. You can have more than one File like a separate file for your parents or children or a club. Recent Files opened should be listed at the bottom of the FILE menu item. Go to FILE - NEW QUICKEN FILE to setup another data file. When you do a backup it only backs up the file currently open. You get the whole data file and all the accounts in that one file.ACCOUNTS - You can have many accounts in a File like a checking account, savings, credit card, asset, investment. Accounts are listed down the side in the Account Bar. You can do Ctrl+A or go to TOOLS - ACCOUNT LIST to bring up the Account listing. You do not backup Accounts separately. CATEGORIES - There is 1 Category list for all the accounts in your file. It starts out with a list of common Categories but you can add your own categories and delete ones you don't need. You can also have Sub Categories. If you have a business you need to assign a category to a Schedule C tax line for it to show up on business reports.
I'm staying on Quicken 2013 Premier for Windows.