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Is it possible to download just one account to a flashdrive? If so, how?

Jim

I have many different type accounts on quicken 2018, windows 10.

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Sherlock

There are multiple ways to download just one account to a flashdrive. The question is what is the intended use. For example, we may export an account in QIF format: select File > File Export > QIF File...

Ps56k2

What do you intend to do with this single Quicken Account ?

Boatnmaniac

Please clarify what you mean. Do you want to download a single account from a financial institution into Quicken? Or do you mean that you want to export a single account from Quicken?

Jim

I want to download one account and upload this one account to quicken on another computer

Boatnmaniac

As mentioned by @Sherlock above: File > File Export > QIF File. This will bring up a popup where you can name the QIF file and select where to save it, you can select the Account you want to export, the date range to be exported and a few other things.

Once the QIF file is exported you can save it directly to the thumb drive and then import it from there into Quicken on the other computer: File > File Import > QIF File.

[Deleted User]

@jim - if that is the case you best bet is @sherlock 's suggestion to use a QIF file.

Before you do anything, please make a backup of both data files.

I would manually set up the account in the other data file first.
The account name in the original and new data files has to match exactly.
Then, I would create a QIF export file from the original data file. Choose the account from the drop-down list.
Make sure that "Transactions" is the only option marked.
The destination should be your flashdrive.
Insert your flashdrive into the other computer.
In the new data file, import the QIF file. Choose the account from the drop-down list, with "Transactions" as the only option marked.
If you get a message - "Unrecognized Category/Tag" - do you want to create new Category/tag entries? - just answer "Yes"

Any transfers in the account will be broken in the new data file and have a transfer account [unspecified account]. These transfers would need to be updated with a new category or relinked to a new transfer account.

Jim

Thanks

Ps56k2

@jim just tried - had never performed this .... here's a couple of nits from @Damian instructions above

- Exported a Quicken Account to QIF
- closed that QDF file - and opened a different testing file... totally different Account names

- then Imported to this test file - tried the <all accounts> - nope - need to point to an import account
- just picked a randomly named test account - and it started... ok ...
- warning - "Unrecognized Category/Tag" - do you want to create new Category/tag entries ?
- answer YES - and it imported and all looks ok -

[Deleted User]

@jim I added the additional step per @PS56k2's testing, to the instructions in my post above.

- warning - "Unrecognized Category/Tag" - do you want to create new Category/tag entries ?
- answer YES - and it imported and all looks ok -

Thanks @PS56k2. Let me know if missed anything or misread your notes.