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Merge accounts from one file (QDF) to another

 

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Subject Author Date
Merge accounts from one file (QDF) to another Jim 10-15-2006
Posted by Jim on October 15, 2006, 4:32 pm
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I'm using Quicken 2006. I have accounts set up in one instance of
Quicken and want to move (copy , merge whatever) into another QDF. I
see where I can export individual accounts into a .QIF file but that
won't import into Quicken 2006.

Jim

Posted by SCOTE on October 17, 2006, 11:26 pm
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wrote:
> I'm using Quicken 2006. I have accounts set up in one instance of
> Quicken and want to move (copy , merge whatever) into another QDF. I
> see where I can export individual accounts into a .QIF file but that
> won't import into Quicken 2006.
>
> Jim

Using the export/import feature I just run a test of moving an account
from one QDF to another and it work fine... Here is the step I follow:
1. Open your destination QDF file with Quicken
2. Create the new receiving account in the destination QDF
3. Switch to your origin QDF file with Quicken
4. Export the account of the origin QDF into a new QIF file on your
desktop
5. Switch to your destination QDF file with Quicken
6. Import the QIF file into the destination QDF file using the new
account you setup previously
7. If Quicken ask you to create missing category, answer yes

And of course take backup of both QDF file before starting this.

3.


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