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How can I transfer information, accounts, or entire data files from one Quicken file to another?

Use the export/import function in Quicken to move large amounts of information between Quicken data files:

  1. Open the QIF Export window by clicking on File, Export, and then choosing QIF File.
  2. In the QIF File To Export To field, enter the filename and the location where you want to save the file by typing in the complete path or clicking on the Browse button.
  3. In the Quicken Account to Export from field, select the Quicken account you want to export. If you would like to export transactions in all accounts, select All Accounts from the top of the list.
  4. Enter the dates of the transactions to export in the Include Transactions In Dates field. By default, Quicken sets the dates as the date of the earliest transaction to the date of your latest transaction so all transactions in your file will be exported.
  5. In the Include In Export section, choose from the following items what you want to include in your export.
    • Transactions: Includes all data in the selected account registers within the selected date range.
    • Account List: Includes just your listing of accounts (without transactions).
    • Category List: Includes all of your categories and classes (without transactions).
    • Memorized Payees: Includes all items in your Memorized Payee list.
    • Security Lists: Includes all your securities, security prices (including price histories) and security types.
    • For Macintosh Users: Check this option only if you are converting your data to the program Quicken for Mac.
    • Business Lists: Includes invoice items and all business oriented templates.

      Note : Neither business accounts nor buiness lists can be converted to Quicken for Mac.
  6. Click OK to create your QIF file. It will be saved in the location specified in Step 2.
  7. Open the data file into which you are importing the data by clicking on Open from the File menu. If you have not created you data file yet, click on File, and then New and choose New Quicken File to create a new file.

    Important: If you are importing any foreign currency accounts (for example a US Dollar account), you must create that account in your new file before importing your QIF file.

    1. Click on Tools, and choose the Account List.
    2. Select the type of account you want to create.
    3. For the Account Name, enter it exactly as it appears in your original file. If you enter the name differently, the transactions will not be imported in the correct currency.
    4. Select the correct currency for the account.
    5. For the Statement Ending Date, leave it as today's date.
    6. For the Statement Ending Balance, leave it as $0.00.
  8. Open the QIF Import window by clicking on File, Import, and then choosing QIF File.
  9. In the QIF File To Import field, enter the filename and the location of where your QIF file is saved, or click on the Browse button to find it.
  10. In the Quicken Account to Import into field, select the Quicken account you want to import the data to. If you are importing multiple accounts, select All Accounts from the top of the list.
  11. In the Include In Import section, choose from the following items what you want to include in your import.
    • Transactions: Includes all data in your account registers.
    • Account List: Includes just your listing of accounts (without transactions).
    • Category List: Includes all of your categories and classes (without transactions).
    • Memorized Payees: Includes all items in your Memorized Payee list.
    • Special Handling for Transfers: This prevents duplicate transactions from occurring when importing from the accounts involved with a single transfer transaction.
    • Security Lists: Includes all your securities, security prices (including price histories) and security types.
    • Business Lists: Includes invoice items and all business oriented templates.
  12. Click OK to import your data. The imported items will be displayed at the bottom of your accounts in the Compare to Register window, allowing you to either accept (move) or delete the transactions.



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