backing up one account of several

Posted by Barbara Lamb on January 2, 2007, 4:31 am

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Quicken 2005 Deluxe, release R 6; Windows XP

I am new to Quicken. Have had Q 2005 for along time and just recently decided
to use it. Am using
it for personal checking and a group savings account. The group trusts me with
their $$
(small--under $2000.00 total) and I do some very minor transactions.

I am now treasurer of another group that needs to have a report done every
month, etc, --again,
small total money amounts. This group's last treasurer has been using quicken
(version
unknown---could find out if necessary)and I would like to just have her give me
a copy I could
import. This would be find...except she's not sure how to separate the group's
bank account info
from her personal quicken. She's not wanting to give4 me her account stuff with
the group account
stuff.

I agree she should not...but how do you b/u one of the accounts and not all of
the accounts. If she
could do that, she could b/u the group's account and I could restore it. Is
this possible? Just
what is it that is restored? Can she B/U *just* the account I need? and not
ALL her quicken
stuff?? If I do a restore---will it mess with my two current quicken accounts??

TIA for any help/guidance you can give. I DO appreciate the time you spend...

Barb

Posted by John Pollard on January 2, 2007, 9:45 am

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Barbara Lamb wrote:

> Quicken 2005 Deluxe, release R 6; Windows XP

> I am new to Quicken. Have had Q 2005 for along time and

> just recently decided to use it. Am using it for

> personal checking and a group savings account. The group

> trusts me with their $$ (small--under $2000.00 total) and

> I do some very minor transactions.

> I am now treasurer of another group that needs to have a

> report done every month, etc, --again, small total money

> amounts. This group's last treasurer has been using

> quicken (version unknown---could find out if

> necessary)and I would like to just have her give me a

> copy I could import. This would be find...except she's

> not sure how to separate the group's bank account info

> from her personal quicken. She's not wanting to give4 me

> her account stuff with the group account stuff.

> I agree she should not...but how do you b/u one of the

> accounts and not all of the accounts. If she could do

> that, she could b/u the group's account and I could

> restore it. Is this possible? Just what is it that is

> restored? Can she B/U *just* the account I need? and

> not ALL her quicken stuff?? If I do a restore---will it

> mess with my two current quicken accounts??

Have her make a Quicken "Copy" of her current data.

File > File Operations > Copy

Have her open the resulting copy (Quicken will ask about that at
the end of the copy process).

Then she can delete any accounts she does not want you to have;
and send you the resulting fileset. She can back that fileset
up to whatever offline media you each agree on.

Quicken data is stored in multiple Windows files; generally a
minimum of 3, though the actual number varies depending on
Quicken version and what the user does: you want all the files.
When Quicken makes a backup (or a Copy) it always knows which
files to backup (or copy); so if Quicken puts the data on the
offline media you know you'll have all the files. If Windows
(say a Windows Explorer file "copy") is used to get the data
from the hard drive to the offline media; you just have to be
certain you get QDATA.* (where QDATA is the name of the Quicken
data; and the * stands for every possible file "extension" that
has the file name "QDATA").

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

Posted by formerprof on January 2, 2007, 10:46 am

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John,

Would it be possible for the desired account to be "exported" and then
"imported" by the OP?

All good wishes & happy New Year.

formerprof

> Barbara Lamb wrote:

>> Quicken 2005 Deluxe, release R 6; Windows XP

>> I am new to Quicken. Have had Q 2005 for along time and

>> just recently decided to use it. Am using it for

>> personal checking and a group savings account. The group

>> trusts me with their $$ (small--under $2000.00 total) and

>> I do some very minor transactions.

>> I am now treasurer of another group that needs to have a

>> report done every month, etc, --again, small total money

>> amounts. This group's last treasurer has been using

>> quicken (version unknown---could find out if

>> necessary)and I would like to just have her give me a

>> copy I could import. This would be find...except she's

>> not sure how to separate the group's bank account info

>> from her personal quicken. She's not wanting to give4 me

>> her account stuff with the group account stuff.

>> I agree she should not...but how do you b/u one of the

>> accounts and not all of the accounts. If she could do

>> that, she could b/u the group's account and I could

>> restore it. Is this possible? Just what is it that is

>> restored? Can she B/U *just* the account I need? and

>> not ALL her quicken stuff?? If I do a restore---will it

>> mess with my two current quicken accounts??

> Have her make a Quicken "Copy" of her current data.

> File > File Operations > Copy

> Have her open the resulting copy (Quicken will ask about that at the end

> of the copy process).

> Then she can delete any accounts she does not want you to have; and send

> you the resulting fileset. She can back that fileset up to whatever

> offline media you each agree on.

> Quicken data is stored in multiple Windows files; generally a minimum of

> 3, though the actual number varies depending on Quicken version and what

> the user does: you want all the files. When Quicken makes a backup (or a

> Copy) it always knows which files to backup (or copy); so if Quicken puts

> the data on the offline media you know you'll have all the files. If

> Windows (say a Windows Explorer file "copy") is used to get the data from

> the hard drive to the offline media; you just have to be certain you get

> QDATA.* (where QDATA is the name of the Quicken data; and the * stands for

> every possible file "extension" that has the file name "QDATA").

> --

> John Pollard

> First initial underscore Last name at mchsi dot com

> Please reply to newsgroup

Posted by John Pollard on January 2, 2007, 12:50 pm

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formerprof wrote:

> Would it be possible for the desired account to be

> "exported" and then "imported" by the OP?

Yes.

When I posted, I was thinking the qif route might not be quite
as straight-forward. But reading your post caused me to rethink
that a bit: I neglected to tell the op that my method would not
work if the other party's Quicken version was newer than the
op's ... in that case, qif file export/import would be the only
way to pass along the data. Realizing that the qif file to be
imported would either need a bit of manual modification, or it
would need to be imported to a Quicken cash account, the
cut/pasted into the desired Quicken account.

So thanks for making the suggestion.

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

Posted by Barbara Lamb on January 2, 2007, 2:59 pm

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John Pollard wrote:

> formerprof wrote:

>> Would it be possible for the desired account to be

>> "exported" and then "imported" by the OP?

> Yes.

> When I posted, I was thinking the qif route might not be quite

> as straight-forward. But reading your post caused me to rethink

> that a bit: I neglected to tell the op that my method would not

> work if the other party's Quicken version was newer than the

> op's ... in that case, qif file export/import would be the only

> way to pass along the data. Realizing that the qif file to be

> imported would either need a bit of manual modification, or it

> would need to be imported to a Quicken cash account, the

> cut/pasted into the desired Quicken account.

> So thanks for making the suggestion.

She has Quicken 2006 and I will upgrade to 2006 as well. So...this actually
makes sense to me:

> Have her make a Quicken "Copy" of her current data.

> File > File Operations > Copy

> Have her open the resulting copy (Quicken will ask about that at

> the end of the copy process).

> Then she can delete any accounts she does not want you to have;

> and send you the resulting fileset. She can back that fileset

> up to whatever offline media you each agree on.

> Quicken data is stored in multiple Windows files; generally a

> minimum of 3, though the actual number varies depending on

> Quicken version and what the user does: you want all the files.

> When Quicken makes a backup (or a Copy) it always knows which

> files to backup (or copy); so if Quicken puts the data on the

> offline media you know you'll have all the files. If Windows

> (say a Windows Explorer file "copy") is used to get the data

> from the hard drive to the offline media; you just have to be

> certain you get QDATA.* (where QDATA is the name of the Quicken

> data; and the * stands for every possible file "extension" that

> has the file name "QDATA").

I did a practice delete account on my quicken and then went to restore. It
worked smoothly. What
is so VERY confusing is taht all the b/u's or copys *appear* the same. the
icons, the file names,
etc. The only way I could distinguish one from the other was by where I *Put*
it on my HD

She's coming over this afternoon...I'll let you know how it went. Fingers
crossed ;-)

I am glad to be getting the same version she has...the description of the
manually doing process
seemed daunting. Especially when it is HER data that is being messed with.

Barbara