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using a Quicken 2017 data file with a new version of Quicken

old-timeuser

I have been using Quicken 2017 for a number of years and I have a large data file - almost all of it is checkbook register data going back many years.
I just bought a new PC, and I would like to buy a new version of Quicken, install it, then use my old data. Is that a simple process?

I assume this has been answered already, but I don't know where to look

Thanks

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Accepted answers

NotACPA

Store the backup to a USB drive or a CD ... something that can be moved from 1 PC to the other.

Any needed file conversion will be handled by the Restore ... but I don't believe there is any going from Q2017 to current.

On the old PC, take the backup using the Q that's installed there ... presumably Q2017.

All comments

NotACPA

Yep, it's a simple process. Have Q take a backup on your old PC and do a Restore on the new.

old-timeuser

Thanks for the quick response. When I do the backup on the old PC, should I do it on my original Quicken 2017 - if yes, where do I store the backup? Then I install the new Quicken on the new machine, and I retrieve the backup from wherever. At that point is the data file converted to whatever format the new Quicken uses?

Is this correct, or am I missing something?

Again, my thanks for your response

NotACPA

Store the backup to a USB drive or a CD ... something that can be moved from 1 PC to the other.

Any needed file conversion will be handled by the Restore ... but I don't believe there is any going from Q2017 to current.

On the old PC, take the backup using the Q that's installed there ... presumably Q2017.

old-timeuser

Everything worked just as described -thanks for your help