Opening a QM 2007 file in QM 2017 results in multiple account copies in 2017

Question

I am running QM 2007 and QM 2017 concurrently on my iMac under MacOS 10.13.6.

Because of some issues with an account reconciliation in QM 2017, I wanted to replace it with a current (correct) QM 2007 file. I clicked on OPEN in the 2017 File menu, then located and clicked on the 2007 data file. It said I had to use the Cloud translator, so I agreed.

The process worked, but now I have two copies of every account register in QM 2017, and the new ones do not show any prior reconciliations.

* Is this how the process is supposed to work, or did I miss something?
* Is there a better way to bring in data that precedes the time when the account problems first developed? 
* When I close QM 2017, it always says it is saving the data, but I cannot figure out where those files are being stored. When I search my iMac, including the iCloud Drive, I can only find QM 2007 data files.

Thank you for any support you can give this loyal but frustrated QM user.

[Edited - Readability]

jacobs · Answer

I didn't realize that any of my Quicken files were being backed up in iCloud. I'll double check those settings.

Your files aren't being backed up in iCloud unless you specified an iCloud folder as the destination for your backups. It is possible for you to specify that your Desktop and Documents folders are stored in iCloud in macOS High Sierra (10.13). To check if you have this enabled,

* Click the Apple menu and select System Preferences.
* Click on iCloud (or Apple ID, then iCloud, depending on your specific account setup).
* Locate iCloud Drive in the list and click the Options... button next to it.
* Check or uncheck the box for Desktop & Documents Folders

And this is only relevant for Quicken if you have located your actual data file in Documents (or a subfolder of it), or if you have specified Documents (or a subfolder of it) as the destination for your backups. The live data file should never be stored on iCloud; storing backups on iCloud is perfectly fine. In Quicken 2017, to see where your backups are currently being stored, go to Quicken > Settings, and on the General tab, click the Backup Folder button in the lower right. Then click on Backups at the top of the dialog box to show you the path to your backups folder. If you have it in the original, default location, it would look like this:

If you want to change that location to be in your Documents folder, or some other folder just navigate there in this dialog box and click the Choose button.

jacobs · Answer

If what you're wanting to do is replace your Quicken 2017 data file with a new data file from your imported Quicken 2007 data, make sure you do File > New and select to Start from a Quicken 2007 data file. If you do Open, as you say you did, I believe that will import the Quicken 2007 data into your existing Quicken 2017 data file rather than creating a new, separate data file. That's what you appear to be describing as the result: two copies of every account because the Quicken 2007 data was added to your existing Quicken 2017 data file.

MaryLRB · Answer

Thank you for the tips about finding the saved data files. I was able to go back and restore my files to the day before I started having the problem.

I didn't realize that any of my Quicken files were being backed up in iCloud. I'll double check those settings.

I appreciate your prompt response. You may have saved my sanity! ☺️