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How do I copy or import Quicken files into Vista?

 

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Subject Author Date
How do I copy or import Quicken files into Vista? MaryL 01-20-2008
Posted by MaryL on January 20, 2008, 9:55 am
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I just posted another message, and this one is related but not the same.

I just bought a new computer with Vista. In the past, I was able to simply
copy-and-paste my backup files into Quicken when I either upgraded to a new
version or installed on a different computer (using XP-Home Edition). That
may not have been the "correct" method, but it worked. I'm not sure if I
will be able to do this in Vista because changes are not supposed to be made
in Programs. Once I start the installation, I will learn if Quicken is
installed there or directly from Drive C.

Can anyone tell me how I can correctly extract my data from my backup disks
after I install Quicken on the new computer?

Thanks,
MaryL


Posted by Jerry Boyle on January 21, 2008, 12:21 pm
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>I just posted another message, and this one is related but not the same.
>
> I just bought a new computer with Vista. In the past, I was able to
> simply copy-and-paste my backup files into Quicken when I either upgraded
> to a new version or installed on a different computer (using XP-Home
> Edition). That may not have been the "correct" method, but it worked.
> I'm not sure if I will be able to do this in Vista because changes are not
> supposed to be made in Programs. Once I start the installation, I will
> learn if Quicken is installed there or directly from Drive C.
>

For Vista, Quicken should be installed in the "Quicken" folder under
"Program Files". The Quicken installation program has permission to update
this area but you as a user don't. All your data files should be in the
"Documents" folder for your user account. Your user account has full access
permissions for the "Documents" area. My Quicken data is in
DocumentsQuicken. If multiple user accounts need access to the Quicken data
I think it should go into "Public Documents".

> Can anyone tell me how I can correctly extract my data from my backup
> disks after I install Quicken on the new computer?

File -> Backup and File -> Restore Backup File are the safest ways to backup
and restore (or transfer) Quicken data files, but copy and paste should work
if you make sure you copy all the required files.

With Vista you may or may not have problems accessing the data on your
backup medium if it's a hard drive in NTFS format. If you're using flash
drives, CDs or DVDs you should have no problems. Quicken Online Backup was
broken for Vista when I dropped the service several months ago; hopefully
you aren't depending on it.


Posted by Laura on January 21, 2008, 5:33 pm
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>
>>I just posted another message, and this one is related but not the same.
>>
>> I just bought a new computer with Vista. In the past, I was able to
>> simply copy-and-paste my backup files into Quicken when I either upgraded
>> to a new version or installed on a different computer (using XP-Home
>> Edition). That may not have been the "correct" method, but it worked.
>> I'm not sure if I will be able to do this in Vista because changes are
>> not
>> supposed to be made in Programs. Once I start the installation, I will
>> learn if Quicken is installed there or directly from Drive C.
>>
>
> For Vista, Quicken should be installed in the "Quicken" folder under
> "Program Files". The Quicken installation program has permission to update
> this area but you as a user don't. All your data files should be in the
> "Documents" folder for your user account. Your user account has full
> access
> permissions for the "Documents" area. My Quicken data is in
> DocumentsQuicken. If multiple user accounts need access to the Quicken
> data
> I think it should go into "Public Documents".
>
>> Can anyone tell me how I can correctly extract my data from my backup
>> disks after I install Quicken on the new computer?
>
> File -> Backup and File -> Restore Backup File are the safest ways to
> backup
> and restore (or transfer) Quicken data files, but copy and paste should
> work
> if you make sure you copy all the required files.

I just copy the entire DocumentsQuicken folder including the BACKUPS
subfolder to the same location on the new computer.

> With Vista you may or may not have problems accessing the data on your
> backup medium if it's a hard drive in NTFS format. If you're using flash
> drives, CDs or DVDs you should have no problems. Quicken Online Backup was
> broken for Vista when I dropped the service several months ago; hopefully
> you aren't depending on it.
>


Posted by Jerry Boyle on January 22, 2008, 8:29 am
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>>
>>>I just posted another message, and this one is related but not the same.
>>>
>>> I just bought a new computer with Vista. In the past, I was able to
>>> simply copy-and-paste my backup files into Quicken when I either
>>> upgraded
>>> to a new version or installed on a different computer (using XP-Home
>>> Edition). That may not have been the "correct" method, but it worked.
>>> I'm not sure if I will be able to do this in Vista because changes are
>>> not
>>> supposed to be made in Programs. Once I start the installation, I will
>>> learn if Quicken is installed there or directly from Drive C.
>>>
>>
>> For Vista, Quicken should be installed in the "Quicken" folder under
>> "Program Files". The Quicken installation program has permission to
>> update
>> this area but you as a user don't. All your data files should be in the
>> "Documents" folder for your user account. Your user account has full
>> access
>> permissions for the "Documents" area. My Quicken data is in
>> DocumentsQuicken. If multiple user accounts need access to the Quicken
>> data
>> I think it should go into "Public Documents".
>>
>>> Can anyone tell me how I can correctly extract my data from my backup
>>> disks after I install Quicken on the new computer?
>>
>> File -> Backup and File -> Restore Backup File are the safest ways to
>> backup
>> and restore (or transfer) Quicken data files, but copy and paste should
>> work
>> if you make sure you copy all the required files.
>
> I just copy the entire DocumentsQuicken folder including the BACKUPS
> subfolder to the same location on the new computer.

Great idea, but only if she has her Quicken data under My DocumentsQuicken
on her old XP computer.

But since she mentioned concern that "changes are not supposed to be made in
Programs" (and never mentioned Documents or My Documents) I assumed, perhaps
incorrectly, that her old computer had her working Quicken data files in the
ProgramsQuicken folder and that she wanted to know where to relocate them
for Vista and whether or not she could copy-and-paste her backup disk copies
to that location.


Posted by Laura on January 22, 2008, 9:09 am
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>
>>>
>>>>I just posted another message, and this one is related but not the same.
>>>>
>>>> I just bought a new computer with Vista. In the past, I was able to
>>>> simply copy-and-paste my backup files into Quicken when I either
>>>> upgraded
>>>> to a new version or installed on a different computer (using XP-Home
>>>> Edition). That may not have been the "correct" method, but it worked.
>>>> I'm not sure if I will be able to do this in Vista because changes are
>>>> not
>>>> supposed to be made in Programs. Once I start the installation, I will
>>>> learn if Quicken is installed there or directly from Drive C.
>>>>
>>>
>>> For Vista, Quicken should be installed in the "Quicken" folder under
>>> "Program Files". The Quicken installation program has permission to
>>> update
>>> this area but you as a user don't. All your data files should be in the
>>> "Documents" folder for your user account. Your user account has full
>>> access
>>> permissions for the "Documents" area. My Quicken data is in
>>> DocumentsQuicken. If multiple user accounts need access to the Quicken
>>> data
>>> I think it should go into "Public Documents".
>>>
>>>> Can anyone tell me how I can correctly extract my data from my backup
>>>> disks after I install Quicken on the new computer?
>>>
>>> File -> Backup and File -> Restore Backup File are the safest ways to
>>> backup
>>> and restore (or transfer) Quicken data files, but copy and paste should
>>> work
>>> if you make sure you copy all the required files.
>>
>> I just copy the entire DocumentsQuicken folder including the BACKUPS
>> subfolder to the same location on the new computer.
>
> Great idea, but only if she has her Quicken data under My
> DocumentsQuicken
> on her old XP computer.
>
> But since she mentioned concern that "changes are not supposed to be made
> in
> Programs" (and never mentioned Documents or My Documents) I assumed,
> perhaps
> incorrectly, that her old computer had her working Quicken data files in
> the
> ProgramsQuicken folder and that she wanted to know where to relocate them
> for Vista and whether or not she could copy-and-paste her backup disk
> copies
> to that location.

It really does not matter where the files were located on her XP machine.
They should be copied to the Documents folder on the Vista machine. A simple
File>>Open then navigate to the documents folder allows you to locate the
files any where you want to on your hard drive.



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