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Posted by Laura on March 17, 2008, 8:13 pm
Please log in for more thread options The folder structure looks like this:
C:Main folder
>working files here
C:Main FolderBACKUPS
>backup files here
When you restore a file that was located in the BACKUPS folder a new file is
created in the "Main folder". It is now a "working" file. When you go to
backup this file, the backup is put into the BACKUPS folder.
By using the appropriate commands - you open working files and restore
backup files - the folder structure is retained.
> "Great summary" indeed RC. Thank you very much!
>
> Laura,
>
> I think you hit the nail on the head!
> I have been "Opening" the file instead of using the Restore function as
> you say, which I am assuming you are saying that if I use restore then I
> can indeed save back to that same folder?
> peggy
>
>> Great summary RC.
>>
>> Another point for Peggy is that when you need to revert to a backup copy
>> you have to use the RESTORE function instead of the OPEN function. Her
>> multiple levels of folders is being caused by opening a backup file and
>> then making another backup from there. Using the restore function will
>> keep the folder structure intact.
>>
>>
>>> Hi, Peggy.
>>>
>>> We review this subject a couple of times a year. Maybe it's time to do
>>> it again. Quicken's backup system has not changed significantly in
>>> several years, probably a decade or more, although there have been minor
>>> variations from year to year.
>>>
>>> First, remember that what Quicken calls a "file" is actually a set of
>>> related files, so we in this newsgroup often refer to the set as a
>>> "fileset". The default name of the main Quicken Data File is QDATA.QDF,
>>> and the fileset always includes the QDF file. In addition, there will
>>> be up to a half-dozen other files, depending on how YOU use Quicken.
>>> These will always have the QDATA filename plus an extension like .QEL or
>>> .QTX, etc. You can change the QDATA default to a name of your choice, of
>>> course, such as Peggy.QDF, but I'll use the default here. Just
>>> recognize that when we say "Quicken file", we mean the full fileset.
>>>
>>> Quicken provides for 3 kinds of backup:
>>>
>>> 1. Automatic backup. Every week, Quicken automatically creates a
>>> backup of the full fileset in a subfolder of the folder that holds the
>>> working fileset. Quicken automatically creates that subfolder about a
>>> week after the Quicken installation and names it BACKUP (all CAPS). In
>>> my case, my data file is in E:QuickenW, so my automatic backup folder
>>> is E:QuickenWBACKUP. The first week, it adds a "1" to the name of the
>>> file, so QDATA becomes QDATA1. The second week, Quicken first renames
>>> all the QDATA1 files to QDATA2, and then it creates a new QDATA1 set
>>> containing the current backup. In following weeks, each existing
>>> filename gets incremented by 1 and a new QDATA 1 set is created - until
>>> it gets to QDATA5. The next week - and every week after that - QDATA5
>>> is deleted, QDATA4 becomes QDATA5, and the newer sets are incremented as
>>> before.
>>>
>>> 2. Manual backup. We can create a backup of the entire fileset
>>> whenever we choose, simply by clicking File | Backup (or pressing Ctrl+B
>>> or by clicking an icon we can put on the Tool Bar). This opens a window
>>> where we can type in our choice of the destination folder for the
>>> backup. This can be in a different folder, a different volume or hard
>>> drive, or other media such as a CD/DVD or USB flash drive (or even a
>>> floppy disk if your Quicken file is not too large). We can make as many
>>> backups as we like, as often as we like, wherever we like.
>>>
>>> 3. Reminded backup. This is really the same as the manual backup,
>>> but Quicken reminds us to do it when we Exit the program. Again, we can
>>> put the backup file wherever we like.
>>>
>>> In Edit | Preferences | Quicken Program | Backup, we have 3 options.
>>> The first says "Remind after running Quicken ___ times". This is set to
>>> 3 times by default and it refers to the reminder in my "3" above. The
>>> second option refers to the automatic backups ("1" above) and specifies
>>> how many weeks' backup sets to keep; 5 is the default but you can set it
>>> to as many as 9 weekly backups. The 3rd option is a box to check
>>> whether to warn before overwriting old files; I turned this off years
>>> ago because it was just an unneeded extra click.
>>>
>>> Quicken always handles the whole fileset (QDATA.QDF, QDATA.QEL, etc.) as
>>> a unit, whether you are using "File | Backup" or "File | File Operations
>>> | Copy". If you use any other software (like the Windows Copy command),
>>> you will need to remember to include the whole set each time.
>>>
>>>> says "Backup and Data must differ". I have to keep creating new folder
>>>
>>> Take a good look at the Quicken Backup window and read it carefully.
>>> (I'm using Q2008 now and the box has changed slightly from prior years,
>>> so I'm working partly from memory here.) The top line shows the name of
>>> the file that is currently loaded into Quicken. If you try to Backup to
>>> that same file in that same folder, you will get the error message you
>>> saw. You must send the new backup to a different location, and you can
>>> Browse to that folder. Note, too, that the box asks for the backup
>>> FOLDER, not the FILE name. Quicken suggests to "Alternate between two
>>> disks...", but I don't do that because I know that, even if I mess up
>>> this time, I have my weekly automatic backup to fall back on - and, even
>>> better, the current file is still loaded into Quicken and I can backup
>>> again to a different location. In fact, every week or so, I make two
>>> backups: first to my usual location and then to a second location on a
>>> different drive, and often a third backup onto a flash drive.
>>>
>>> Vista has some new security restrictions that you may run into. It will
>>> not allow us to write into certain protected folders so we can't put our
>>> manual backups into the Root of the Boot Volume (usually C:) or into
>>> the Program Files folder.
>>>
>>> If you have questions, Peggy, you can check the archives of this
>>> newsgroup. As I said, we've discussed this quite often.
>>>
>>> RC
>>> --
>>> R. C. White, CPA
>>> San Marcos, TX
>>> (Retired. No longer licensed to practice public accounting.)
>>> rc@grandecom.net
>>> Microsoft Windows MVP
>>> (Currently running Quicken 2008 Deluxe in Vista Ultimate x64 SP1)
>>>
>>>> Could someone please explain to me how the backup procedure works in
>>>> Quicken Basic 2007?
>>>>
>>>> I manually backup after every use to a file I have created and named
>>>> myself for easy identification. I backup to this same folder on a
>>>> regular (daily) basis with no problem. Say D:Vista Quicken for
>>>> example.
>>>>
>>>> On occasion I have to go back in time and open an old archived file I
>>>> have in another folder. Say C:XP Quicken. Then when I go back to my
>>>> original file, D:Vista Quicken, and I open it but then when I want to
>>>> back it up again to D:Vista Quicken where I always have before, I get
>>>> a windows that says "Backup and Data must differ". I have to keep
>>>> creating new folder names so I can continue to manually backup my file.
>>>> I am running out of names! <G> Why can I no longer backup to the same
>>>> folder I always had before opening another file?
>>>> I hope I made this clear.
>>>> peggy
>>>
>>
>
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