Copying transactions from one data file to another doesn't work.

Tominator
Tominator Member ✭✭
Tried following the process outlined here:

https://www.quicken.com/support/move-transactions-between-quicken-accounts

There is nothing on the clipboard when I switch to the other data file. It's like Quicken is clearing it when the first data file is closed and the second opened. Is there a trick or is this yet another bug?

Answers

  • Sherlock
    Sherlock Member ✭✭✭✭
    If you haven't already, you may want to review: https://www.quicken.com/support/how-do-i-export-data-quicken
  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
    just tried it - and it worked - going across from one QDF file to another -
    I am guessing that the to/from accounts have to be similar - like both are checking, etc -
    I tried going from Checking to Investment - and the "Paste" was not avail -
    so created an offline Test Checking - and it worked.

    QWin - R54.16 - Win10

  • Tominator
    Tominator Member ✭✭
    @Ps56k2 said:
    > just tried it - and it worked - going across from one QDF file to another -
    > I am guessing that the to/from accounts have to be similar - like both are checking, etc -
    > I tried going from Checking to Investment - and the "Paste" was not avail -
    > so created an offline Test Checking - and it worked.

    I was going between the exact same checking account in File1 to File2. File2 is now my working file and File1 had a bunch of goobered transactions.
  • Quicken Paloma
    Quicken Paloma Alumni ✭✭✭✭
    Hello @Tominator

    Thank you for reaching o it to the Quicken Community. We apologize you are having this difficulty. Could you please let us know if you need further assistance or have other questions? 

    -Quicken Paloma
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