Quicken 2009 over 2002

Posted by Jack Gillis on July 28, 2009, 1:24 pm

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I am about to switch from Quicken 2002 Deluxe to 2009 on Windows XP
and would like the answers to three questions before I go any further.

1. Should I install 2009 over 2002?

2. Will 2009 pickup all of my memorized transactions and categories?

3. Will the machines on my home network (2) that still run 2002 be
able to process the 2009 files and vice versa?

Thank you very much.

Posted by John Pollard on July 28, 2009, 8:03 pm

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Andrew wrote:

> Wasn't there some discussions that a current release of Q can't go

> back many many years, and you'd have to upgrade to an intermediate

> release for such a conversion? Perhaps someone can tell me if I'm

> inhaling too much on this one, but 7 years is quite a while and 2009

> MIGHT not be able to handle a 2002 fileset.

> I'd make sure first before banking on it.

Q2002 is usually the oldest "intermediate" version suggested for
upgrading.

Op has nothing to lose by trying to convert directly from Q2002 to Q2009;
if the conversion fails, a newer "intermediate" version could be asked for
then.

--

John Pollard

Posted by Andrew on July 28, 2009, 8:45 pm

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John Pollard wrote:

> Andrew wrote:

>> Wasn't there some discussions that a current release of Q can't go

>> back many many years, and you'd have to upgrade to an intermediate

>> release for such a conversion? Perhaps someone can tell me if I'm

>> inhaling too much on this one, but 7 years is quite a while and 2009

>> MIGHT not be able to handle a 2002 fileset.

>> I'd make sure first before banking on it.

> Q2002 is usually the oldest "intermediate" version suggested for

> upgrading.

> Op has nothing to lose by trying to convert directly from Q2002 to

> Q2009; if the conversion fails, a newer "intermediate" version could

> be asked for then.

Thanks John - couldn't remember the cut off release. How the heck do you
remember all these things anyway?

--
-------------------------------------------------------------
Regards -

- Andrew

Posted by John Pollard on July 28, 2009, 10:18 pm

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Andrew wrote:

> John Pollard wrote:

>> Andrew wrote:

>>> Wasn't there some discussions that a current release of Q can't go

>>> back many many years, and you'd have to upgrade to an intermediate

>>> release for such a conversion? Perhaps someone can tell me if I'm

>>> inhaling too much on this one, but 7 years is quite a while and 2009

>>> MIGHT not be able to handle a 2002 fileset.

>>> I'd make sure first before banking on it.

>> Q2002 is usually the oldest "intermediate" version suggested for

>> upgrading.

>> Op has nothing to lose by trying to convert directly from Q2002 to

>> Q2009; if the conversion fails, a newer "intermediate" version could

>> be asked for then.

> Thanks John - couldn't remember the cut off release. How the heck do

> you remember all these things anyway?

I've seen the Intuit kb articles too many times. :)

--

John Pollard