Restoring Backup and Quicken Connected accounts. (Q Mac)
Hi All,
I am currently working with 2 similar files on Quicken for Mac and I am stuck!
My current Quicken file is connected to my current bank account via Express/Quicken Connect, which syncs 2 accounts, a regular checking and also a HELOC account.
Prior to starting on this current file, I had manually entered all of my prior years transactions. This file contains many different accounts, but I only need 2 which have been closed since 2019. The 2 closed accounts are a joint checking and a joint savings. All of these prior transactions are saved on an old(er) backup/automatic backup.
My goal is to have all old and current transactions within the same current file I am working on. I was about to import/restore the transactions from the old file, but remembered that my online bank is connected to the current file & I would prefer to not risk losing the connection between the current file and the bank.
**My first question is, does restoring an older backup/file cause my Quicken Connect account to disconnect?
Moving on, I do have .csv files of the older transactions and was trying to convert them to .qfx files, which for me sounds much easier than actually doing so.
**My next question is, is there a third-party resource that doesn't cost to convert .csv > .qfx? I'm somewhat tech-savvy so didn't think too much of it & now that I am actually trying to do it, it proves to be more difficult than anticipated..
Since I have the .csv copies of the prior years, I really don't need to restore an entire backup. Realistically speaking, I only really need the opening balance of the closed joint checking and of the closed joint saving accounts.
**My final question is, is there a way I can keep my current file as is, but somehow open the older file WITHOUT restoring it? This way I can just view the opening balances of both closed accounts and enter that when I convert and import the .csv files with the prior years transactions?
Sorry, I know this is a lot of questions but I already chatted with support and it wasn't very helpful. I have also looked up a ton of youtube videos but have yet to find one that seems similar to my dilemma.
Any help would be a blessing! I am a bookkeeper and in the enthusiastic part of my divorce. Also, I would like to avoid dishing out more funds hiring a forensic accountant if I am familiar with bookkeeping, or at least avoid a much higher priced time by doing majority of it myself and then sharing the file to let the FA work their magic. I would greatly appreciate any help I may receive, more than you may think!
