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

Jim
Member ✭✭✭
I have many different type accounts on quicken 2018, windows 10.
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Answers
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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...0
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What do you intend to do with this single Quicken Account ?0
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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?
Quicken Classic Premier (US) Subscription: R62.16 on Windows 11 Home
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I want to download one account and upload this one account to quicken on another computer0
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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.
Quicken Classic Premier (US) Subscription: R62.16 on Windows 11 Home
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@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"
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Thanks0
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@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 -0 -
@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.0
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