Moving one 'account' to new Quicken owner

Question

I am a small business owner and have used Quicken for Mac for 30+ years to handle both home and business checking accounts. In anticipation of selling our business and retiring, I would like to move only the business account to a new owner's Quicken account.

I downloaded Q on a new computer and imported the data, then deleted the personal accounts; however, the data showed back up with a warning that using 2 computers will cause data issues.

Then I created a new Q account and want to import the data, changing the ownership of the business account. If I change the ownership then delete the personal accounts, will that affect the data on my personal computer?

Quicken Kristina · Answer

Thank you for your reply,

I'm happy to help!

If you need further assistance, please feel free to reach out!

Jennifermcb · Answer

Thank you so much for this information and procedure. I appreciate it.

Jennifer

Quicken Kristina · Answer

Thank you for your reply,

I suspect what is happening is the Quicken Cloud still sees the copy of the file connected to the same cloud account as the original file.  That would explain why the personal accounts reappeared after you deleted them.

To correct this issue, I recommend that you export the .QXF file again by going back to your original file, and selecting File>Export>Quicken Transfer file (QXF)…

Once you have created that transfer file, copy it to the new computer.  Do not open that file right away.  Instead, open Quicken on that computer and create a new file, starting from scratch.  Doing this will create a new cloud account for that file.

Once the new file opens, close the add account dialogue.  Go to File>Import>Quicken Windows File (QDF, QXF)….

In the finder window that comes up, locate and select the QXF file.  Once that file imports, you should get a prompt to reconnect the accounts.

Since there is only one account you want connected in that file, you may want to dismiss that prompt, delete the personal accounts, then connect the business account by going to Accounts>Add Account…, following the prompts, and then making sure to link to the existing account instead of adding as new.

Please let me know how it goes!