Home Page link  

Copy Quicken files from one computer to another?

 

Quicken Personal Finance Discussions - Quicken - personal finance software discussions

 Post an article  get this group's latest topics as an RSS feed add this group's latest topics to your My MSN content add this group's latest topics to your My Yahoo content  add this group's latest topics to your Google content  YahooMyWeb Yahoo!  Google Google  Windows Live Favorites Windows Live  del.icio.us del.icio.us  digg digg  Add to Netscape Netscape
Subject Author Date
Copy Quicken files from one computer to another? MaryL 05-16-2008
Posted by MaryL on May 17, 2008, 6:24 pm
Please log in for more thread options

>
>>
>>>I am using Quicken 2006 Deluxe. I use it on my desktop computer
>>>running under Vista. I would also like to use it on my laptop
>>>computer (with Win XP-home edition) when I go on vacation this summer.
>>> What is the best way to copy or impory files from one computer to
>>>another, especially considering that one will be under Vista and the
>>>other will be under XP?
>>>
>>> Thanks,
>>> MaryL
>>>
>>
>> Thanks, RC and Han. I have obviously done something wrong. I used
>> the backup method that RC listed because I am very unsure about how to
>> copy files into programs under Vista. It is simple under XP, but
>> Vista "frowns" on copying files into the All Programs area. I do keep
>> my backups in separate directories -- a backup folder on the primary
>> hard disk (drive C:) and also on alternate external hard disks.
>>
>> I backed up to a flash drive from Quicken on my desktop computer.
>> When I tried to use backup restore on the laptop, Quicken reported
>> that some files were missing. Next, I used backup from the laptop to
>> try to restore to my desktop (all data was correct, so this was not
>> going to cause me to lose anything). Same thing! Quicken reported
>> that some files were missing. And yet...I was using Quicken's own
>> backup procedure.
>>
>> I am using Quicken 2006 Deluxe -- Vista on the desktop and XP-Home
>> edition on the laptop.
>>
>> Any ideas?
>>
>> MaryL
>>
> I do agree with Andrew DeFaria that your description is imprecise. That
> hinders our helping you <sad grin>.
>
> I have gone either way at different times, using the backup function from
> within Quicken (either 2006, 2007-trial, or 2008):
> desktop with XP Pro --> laptop with Vista Home Basic
> or
> laptop with Vista Home Basic --> desktop with XP Pro
>
> in either case I have specifically backup to a location well allowed by
> the operating system, and specified as a backup folder. Files were
> always identified by a date suffix (MyData2008-05-17, or some such name).
> Then files were copied using Windows Explorer to a data folder (usually
> one branch "up" from the Backup folder, but not necessarily), and renamed
> to make it more intelligable (but probably only to me!). Then the other
> computer's Quicken was started (same year's version, fully updated) by
> double clicking the qdf file from that computer. That has always worked
> without any error messages, at least for me.
>
>
> --
> Best regards
> Han
> email address is invalid


Here are the steps I took:
While in Quicken (checking account, using QDATA.QDF), I backed up (not
copied), as follows: Ctrl-B > L:Quicken Backup. Drive L is a Memorex thumb
drive. I have a folder on that drive named Quicken Backup. Using this
method, files have always backed up to the folder. I never restored until
this attempt, so I can't guarantee that they are correct. Numerous backups
were in the folder, so I deleted all of them and started over again when I
encountered this problem. The following filenames were listed (each one
with an underscore and the date plus the number 17 before the three-letter
extension): QDATA.QDF, QDATA.QEL, QDATA.QPH, QDATA.IDX. Thus, the files
were QDATA_20080517.QDF and similar filenames for the other files.

I notice when I open Quicken on the desktop, the name is simply QDATA.QDF
where I am asked for my password. However, when I open Quicken on the
laptop, the name is QDATA followed by an underscore and the date plus what
appears to be a backup number, thus: QDATA_20080517.QDF.

First, I backed up from Drive C on the desktop computer to Drive L and then
attempted to restore to the laptop, as follows: From within Quicken on the
laptop, I selected File > Restore Backup File. I selected E:Quicken
BackupQDATA_20080517. (There was a number 1 followed by a space
immediately to the left of the name.) Drive E, of course, is the drive
letter where the same thumb drive is placed on the laptop computer.

Instead of installing, this error message appeared: "One or more backup
files is missing."

I tried this several times, with the same result.

Next, I decided to try the process in reverse to see if I would get the same
error message from my desktop. That is, I deleted everything on Drive E,
then backed up from the laptop to Drive E (using exactly the same procedure
as shown above). When I used File > Restore Backup File from within Quicken
on the desktop, I received the identical error message: "One or more backup
files is missing."

I have not used the copy command to move the files. However, I do regularly
backup (using CTRL-B) to different disks so that I would not lose all my
data if something were to happen to one of the disks.

After I saw your most recent message, I double-clicked on the qdf file
*directly from the thumb drive.* That seems to have copied/restored
everything into the Quicken program on the laptop.

Do you have any idea what I am doing wrong when I when using the Restore
Backup File command? Is double-clicking on the qdf file directly from the
USB drive really a correct way to do this? (That is, I had used My Computer
to access files on the thumb drive and double-clicked on the qdf file at
that time.)

Thanks, again.
MaryL


Posted by Han on May 17, 2008, 9:20 pm
Please log in for more thread options

> MaryL wrote:
>> Here are the steps I took:
>> While in Quicken (checking account, using QDATA.QDF), I backed up
>> (not copied), as follows: Ctrl-B > L:Quicken Backup. Drive L is a
>> Memorex thumb drive. I have a folder on that drive named Quicken
>> Backup. Using this method, files have always backed up to the
>> folder. I never restored until this attempt, so I can't guarantee
>> that they are correct. Numerous backups were in the folder, so I
>> deleted all of them and started over again when I encountered this
>> problem. The following filenames were listed (each one with an
>> underscore and the date plus the number 17 before the three-letter
>> extension): QDATA.QDF, QDATA.QEL, QDATA.QPH, QDATA.IDX. Thus, the
>> files were QDATA_20080517.QDF and similar filenames for the other
>> files.
> Huh?!? 17 is not just a number added onto the end. Today's the 17th!
> That's way it says QDATA_200805*17*.QDF! You need to pay attention to
> detail and think. BTW there is a toggle in the Quicken Backup dialog
> that states, and I quote
>
> Add date to the file name (Home_20080517)
> This will help you identify which fiel is the latest backup.
>
> People who understand computers realize this is unnecessary as files
> have creation and modification timestamps already courtesy of the file
> system. BTW I call my Quicken database "Home". If you toggle off that
> toggle then no _<date> will be appended to your backups. About all the
> date toggle does is ensures that if you back up another time you'll
> get another copy of your backup, since the file set is dated (except,
> of course, if you backup multiple times in one day, then the last one
> will overwrite the previous one).
>> I notice when I open Quicken on the desktop, the name is simply
>> QDATA.QDF where I am asked for my password. However, when I open
>> Quicken on the laptop, the name is QDATA followed by an underscore
>> and the date plus what appears to be a backup number, thus:
>> QDATA_20080517.QDF.
> Ah, again, there's no backup number - the 20080517 is a date (meaning
> 05/17/2008 or today!).
>> First, I backed up from Drive C on the desktop computer to Drive L
>> and then attempted to restore to the laptop, as follows: From within
>> Quicken on the laptop, I selected File > Restore Backup File. I
>> selected E:Quicken BackupQDATA_20080517. (There was a number 1
>> followed by a space immediately to the left of the name.) Drive E,
>> of course, is the drive letter where the same thumb drive is placed
>> on the laptop computer.
>>
>> Instead of installing, this error message appeared: "One or more
>> backup files is missing."
>>
>> I tried this several times, with the same result.
> Isn't the definition of insanity doing the same thing and expecting
> different results? Nevermind...
>> Next, I decided to try the process in reverse to see if I would get
>> the same error message from my desktop. That is, I deleted
>> everything on Drive E, then backed up from the laptop to Drive E
>> (using exactly the same procedure as shown above). When I used File
>> > Restore Backup File from within Quicken on the desktop, I received
>> the identical error message: "One or more backup files is missing."
>>
>> I have not used the copy command to move the files. However, I do
>> regularly backup (using CTRL-B) to different disks so that I would
>> not lose all my data if something were to happen to one of the disks.
> Well considering you've never done a restore and can't seem to manage
> to get a restore to work I would think you should be extremely
> concerned that none of your backed up files provide you with any
> protection if something were to happen! I would think at a minimum, if
> you were gonna rely on backup/restore as a mechanism for disaster
> recovery then you would have at least done a dry run of it. Anyway,
> let's do that now. Let's remove the laptop, thumb drive and sneaker
> net from the question. Let's just try a simple backup and restore
> shall we?
>
> First a word about backups. Question: What's the difference between
> the set of files that comprise your active Quicken database (and
> you'll note I never call it a Quicken file because it's not a single
> file - it's a database) and the backup copy of your Quicken database
> that you just produced? The answer is... drum roll.... nothing (As far
> as I can tell). About the only difference is that it has a different
> name. So, IOW, if you had a Quicken database named QDATA and you did a
> backup calling it QDATA_20080515 then Quicken can equally open either
> QDATA or QDATA_20080515. They are the same (that is until you update
> either one of them).
>
> So then let's do this. Open your normal Quicken database and do File:
> Backup but this time select Browse under the "Select the disk drive
> and path to the backup folder". Browse your C Drive. Click on the Make
> New Folder button int he Browse For Folder dialog and type in
> "Backup". Now you have a folder called C:Backup. Click OK and you
> should see "C:Backup" as your backup folder. Click OK to perform the
> backup.
>
> Next close Quicken. Start a Windows Explorer and browse to C:Backup.
> You should see QDATA_20080517.QDF, etc. Double click
> QDATA_20080517.QDF. Viola Quicken starts and it looks exactly like
> your normal Quicken database does.
>
> Close Quicken. Now start Quicken again and open your normal QDATA
> file. Add a bogus transaction for depositing $0.01 into your checking
> account. Now select File: Restore From Backup. You should see the
> C:BackupQDATA_20080517.QDF in that menu. Select it. You should see a
> dialog box that says "File restored successfully. Open the file by
> choosing Open from the File Menu."
>
> What just went on here? Well Intuit, in it's effort to make backups
> more reliable, have introduced concepts and the like that inevitably
> make things more complicated than necessary, all in the effort to
> spare people from learning or understanding what a file system is or
> how it operates. This File: Restore from Backup merely copied the
> fileset of QDATA_20080517.* from C:Backup to wherever you happen to
> store your Quicken database. For example, if I now select File: Open,
> I see no only my normal Quicken database (named Home) but the copied
> backup set, i.e. Home_20080517. The difference between the two Quicken
> databases? One has an extra deposit for $0.01.
>
> So I could open Home_20080517, inspect it and if I deemed it OK, I
> could do File: File Operations: Delete to delete my old Home Quicken
> database then probably File: File Operations: Rename to rename
> Home_20080517 -> Home.
>> After I saw your most recent message, I double-clicked on the qdf
>> file *directly from the thumb drive.* That seems to have
>> copied/restored everything into the Quicken program on the laptop.
> No, it opened the Quicken database residing on the thumb drive. As I
> said, there's really no difference between an active Quicken database
> and a backed up one.
>> Do you have any idea what I am doing wrong when I when using the
>> Restore Backup File command?
> Let's get the backup and restore thing working from one machine before
> we introduce thumb drives and multiple machines...
>> Is double-clicking on the qdf file directly from the USB drive really
>> a correct way to do this? (That is, I had used My Computer to access
>> files on the thumb drive and double-clicked on the qdf file at that
>> time.)
> Again, you just opened a Quicken database that resided on a thumb
> drive. It really has little to do with copying Quicken databases from
> one computer to another.
>
> Question of curiosity however: Can you open this Quicken database from
> the laptop? From the desktop?

Now I am confused. Making a backup from within Quicken now has generated
duplicate files with the same time stamp and also with filenames
Qdata_20080517 in both the original Qdata data directory and in the newly
made Backuptest directory, at least after the (succesful) restore. So
Restore just makes a copy of the backup file set in the original data
directory, and you would have to rename the file set to get the original
filenames back. Hmm. That may increase safety, but also confusion. Let
me go and undo this and stick with my "manual" system.

--
Best regards
Han
email address is invalid

Posted by Han on May 18, 2008, 11:42 am
Please log in for more thread options

> So I finally renamed it from quikiwiki to just q as in defaria.com/q.

"Server is currently too busy; please come back later."

> Nobody's seemed to find it there. I keep it now for myself if nobody
> else...
I occasionally used your website in the past. I thought it was good.
However, I also observed that sometimes your skin seemed very thin. You're
not alone in that, though. Indeed this is well said:

> As I always say - no good deed goes unpunished - and I've had enough
> punishment... long ago...

Agree.

> Now I punish others (When they need it).

That's lways in the eye of the beholder <grin>.

--
Best regards
Han
email address is invalid

Posted by John Pollard on May 18, 2008, 1:37 pm
Please log in for more thread options
Han wrote:

> Sorry it wasn't clear. I did 2 things before looking at te
> contents
> of directories: Backup and restore. Of course the backup
> file set
> was like QDATA_20080517.*.

> My confusion came when the restored
> database was also QDATA_20080517.*.

This is consistent with the way restores have always worked, in
Quicken and with all other restores I have dealt with.

> And it came into the original
> data directory where there was before my operations only the
> set of
> files Qdata.*.

> My suggestion would be to make them appear in a
> Restore directory, so as not to jumble up the original data
> directory
> with many new, restored datasets.

I think Andrew already answered this.

I'd add that I don't think creating yet another directory to
hold restored, but not renamed, files would be a net benefit. I
think it would add even more confusion.

> Also, an option to overwrite the
> original with the restored, keeping the name of the original
> would be
> handy, IMO. That used to be the way restore worked a number
> of
> versions ago, and silly me, I expected the overwrite (with a
> question
> of overwrite or new file name during the restore process. Why
> did
> that option get discarded?).

I think you misunderstood the option, or the conditions that
triggered it: the option is still present. One file
"overwrites" a second file when it has the same name as the
second file. As I mentioned above, a restore, copies the backup
file to the folder you designate and gives the copied file the
same name as the backup file name. If a file with such a name
already exists, then you get the option to overwrite.

So if you "restore" from a backup file named QDATA_20080517, the
restored file will have the name QDATA_20080517 ... and no
overwrite would occur unless you already had a file named
QDATA_20080517 in the folder in which the restore was directed
to copy the backup.

Intuit would have had to alter traditional restore procedures to
produce the result you want.

Please note that Quicken is consistent: it treats its own
"automatic" backups the same way as its date-suffixed
user-created backups. If you restore from BACKUPQDATA1.QDF,
that restore will not offer to "overwrite" QDATA.QDF. I don't
recall anyone complaining about this treatment of the automatic
backup files.

I don't find Quicken's treatment of the date-suffixed backup
files confusing, but I don't find those files provide any useful
benefits for me either ... and actually they make a lot more
work for me.

And for unsophisticated users, the evidence continues to
indicate they clearly pose problems.

--

John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup



Posted by John Pollard on May 18, 2008, 10:37 pm
Please log in for more thread options
Andrew DeFaria wrote:
> John Pollard wrote:
>>> My confusion came when the restored database was also
>>> QDATA_20080517.*.

>> This is consistent with the way restores have always worked,
>> in
>> Quicken and with all other restores I have dealt with.

> Then you haven't worked with many backup/restore programs.

I'm not sure the number matters, but there have been quite a few
over the years.

>> I'd add that I don't think creating yet another directory to
>> hold
>> restored, but not renamed, files would be a net benefit. I
>> think it would add even more confusion.

> The whole concept of "restored" here in this Quicken example
> is
> foolish. There is no restore happening, there's simply a
> copying of
> data. Most restore processes archive, compress or otherwise
> change
> the storage format of what they are backing up.

Seems to me you're interchanging the terms "backup" and
"restore". "Restore" would "de-compress" the data if the
"backup" had "compressed" it.

But that has nothing to do with the comments I made. My
contention is that both backups and restores are essentially
logical "copies" of the data (so a "restored" file should be an
exact duplicate of the file originally backed up), and that the
"backup" file name, is the name given to the "restored" file ...
regardless of whether there was any data compression utilized in
the backup.

> Take ntbackup for
> example. You can use it to back up your whole computer - I do
> so
> nightly. What you'll get on the other end is one large file,
> which is
> hardly the same as the original files.

Logically: you have exact copies of all the original files. It
may look like one file to Windows, but for all intents and
purposes, it's multiple files to the backup/restore software.

For purposes of my comments in this discussion, it would make no
difference at all if the Quicken backups were compressed: when
the backup is restored, the restored file:
a.) is an exact copy of the originally backed up file (assuming
you've never opened the backup, and it has not been corrupted);
and
b.) has the exact same name as the backup file name.

That is true for every backup/restore in my experience.

One of the reasons I don't care for the Quicken date-suffix
option is the type of problems that have been reported by users
employing it ... without any significant benefit; since as you
have noted, the date a file was created, and the date it was
modified, are already easily available. If you ask Quicken to
"Find Quicken Files", it will list all your Quicken data (QDF)
files (including backups, if desired) with their date/time
stamps. You can get the same info from Windows Explorer, where
you can also sort the results by date/time.

--

John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup



Similar ThreadsPosted
How do I copy or import Quicken files into Vista? January 20, 2008, 9:55 am
Quicken 2008 H&B can now copy & paste INDIVIDUAL transactions between files for me September 14, 2007, 1:22 pm
Sharing Quicken Data Files With Other Users of XP Computer? November 21, 2006, 4:18 pm
Quicken Year end copy??? June 4, 2007, 7:54 pm
Quicken backup vs sub-directory copy January 12, 2007, 8:23 am
Quicken 2005 - Wrong Copy May 10, 2007, 1:05 am
License need to run a copy of UK Quicken 2002? June 4, 2006, 5:44 am
Quicken CD silkscreen - fuzzy counterfeit copy ? February 18, 2007, 12:39 pm
Quicken Year End Copy 2008 Not Working January 6, 2008, 1:56 pm
Anybody have a copy of release 3 & 4 for Q98? October 4, 2006, 2:29 pm

Contact Us | Privacy Policy
This site is not affiliated with Intuit - makers of Quickbooks and Quicken software
This site is not affiliated with Sage Software - makers of Peachtree accounting software
XML SitemapXML Sitemap