How do I copy accounts from one data file to a new data file?

fitrich Quicken Windows Subscription Member ✭✭

January 2022 in Download, Add/Update Accounts (Windows)

I created a new data file (QDATA22) and want to copy my bank and investment accounts from the prior file (QDATA21) to this new file.

Tagged:

• Accounts

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Best Answer

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  splasher Quicken Windows Subscription SuperUser ✭✭✭✭✭

  January 2022 Answer ✓

  Why not just make a copy of your QDATA21 file and rename it QDATA22?
  

  -splasher using Q continuously since 1996
  - Subscription Quicken - Win11 and QW2013 - Win11
  -Questions? Check out the Quicken Windows FAQ list

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Answers

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  Sherlock Quicken Windows Subscription Member ✭✭✭✭

  January 2022

  I suggest export and import the registers using QIF files.  If you haven't already, you may want to review:
  https://www.quicken.com/support/how-do-i-export-data-quicken
  https://www.quicken.com/support/how-do-i-import-data-quicken-windows
  FAQ: How to Import QIF Files Into Non-cash Accounts, post-Q2004
  
  
  

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  splasher Quicken Windows Subscription SuperUser ✭✭✭✭✭

  January 2022 Answer ✓

  Why not just make a copy of your QDATA21 file and rename it QDATA22?
  

  -splasher using Q continuously since 1996
  - Subscription Quicken - Win11 and QW2013 - Win11
  -Questions? Check out the Quicken Windows FAQ list

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  fitrich Quicken Windows Subscription Member ✭✭

  January 2022

  Thank you splasher, for such a simple (duh!) solution.

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