Need help preparing Q2007 Mac for conversion to Subscription 2025/26

Question

My Mac Mini is on Sierra, my laptop is on Sequoia 15.7.1.  My Q2007 dates back to 1992 and there are a lot of accounts I want to delete.  I read that it's not so simple to delete them.  Help?

I looked at how to prepare my data, and it says to delete the repeating and pending online payments.  Does this mean the scheduled Bills should all be deleted?  I know the new Quicken does this function differently.

I agree that before converting on the laptop I should re-index on the Mac Mini.

I converted once already and had no problem until connecting for downloading transactions from the financial institutions. It ended up making new accounts for two of them, very confusing.  So I'm starting over and want to do it right.

Thank you - I hope to get this going soon!

Polly

Waco TX

John_in_NC · Answer

And the help comment to delete scheduled transactions refers only to online bills that Quicken can perform if your bank allows it. (I don't even know if you can still do this with 2007 as it is unsupported. Maybe you can.)

You don't need to delete all your scheduled transactions (aka bill reminders) that you pay via other means (i.e., send a check, have it drafted from a checking account, etc.)

And deleting accounts is actually easy-the problem is more the mess it can create when you do so as you often get orphaned transfer transactions. So, yes, hiding and or closing is the better option.

jacobs · Answer

When you connect your accounts for downloading, make sure you look for and select the option to LINK to an existing account; otherwise, it will create a new one.

If it does create a new account, all is not lost; you can open your old account, Select All, and drag the highlighted transactions onto the new account in the left sidebar. This will move all the transactions into the new account, which you can then use moving forward, and delete the now-empty old account. (You will likely have to delete or change whatever opening balance transaction Quicken created when you did that first download.)

As for the old accounts you want to delete, are you sure you might not want to mark them as closed and hidden? That way, you'll retain all your financial history should you want details on something from the past, while not having to see them all the time.