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Posted by Lawrence Himelfarb on November 3, 2006, 10:58 am
Please log in for more thread options So you're saying the name of the export file should be the same as the
existing file name? that won't overwrite what I have once I import?
lawrence
On 2 Nov 2006 14:04:16 -0800, stef4stocks@hotmail.com wrote:
>No, I think you confused it by renaming the file. Here is the step by
>step play.
>
>
>Export data
> Copy data from one Quicken account or file to another
>
>--------------------------------------------------------------------------------
>
>
>1 If you are copying the data to an external disk, place the disk in
>the disk drive.
>2 Choose File menu > Export > QIF file.
>3 In the QIF File to Export to field, enter a name for the QIF file you
>want to export the data to.
>Enter the name of the new file you're creating to contain this data.
>There's no need to add the .QIF extension; Quicken adds it for you.
>4 In the Quicken Account to Export from list, select the account from
>which to export transactions.
>If you're only exporting data from lists and not transactions, it
>doesn't matter which account you select here.
>5 In the Include Transactions in Dates field, enter the dates of
>transactions to export.
>To export only those transactions that occurred during a specific
>interval of time, enter the beginning and ending dates of that time
>interval.
>
>To export all transactions, enter the dates of the first and last
>transactions in your register/transaction list.
>6 In the Include in Export list, select the items to include in the
>export.
>Select Transactions to include the data in the account's
>register/transaction list.
>Select Account List to include all your accounts.
>Select Category List to include the Class List in addition to your list
>of categories.
>Select Memorized Transactions to make available from QuickFill and the
>Memorized Transaction List all the transactions you memorized in the
>previous file.
>Select Security Lists to include all your securities, security prices
>(including price histories), security types, and your investment goals.
>
>Select For Macintosh Users to includes securities, security prices, and
>the last-saved budget so you can import them to a Quicken for Macintosh
>file.
>Select Business Lists to include invoice items and all templates (only
>in Quicken Premier Home & Business).
>
>7 Click OK.
>Note
>To set up a new file with your existing lists, use Export and Import to
>copy everything except the transactions from an existing file. After
>copying the list information, you can make changes to the lists at any
>time.
>
>Good luck, but i think this does what you need.
>
>
>> I created on my own computer a new file called "testdatabase".
>>
>> I entered in some phony bank info and one check, assigning a check
>> number myself.
>>
>> I think exported to a qif file named "testdata"
>>
>> Then I went back to my original file, named Qdata (I believe that was
>> the default from the beginning of time?).
>>
>> Then I "imported" the file named "testdata" into the correct account.
>>
>> It then asked me to accept the register items. I accepted all of them.
>>
>> Then, the left hand side of the screen showed a new account...called
>> "test checking" - that is what I named my checking account (not the
>> file name).
>>
>> So...it didn't seem to merge it into my existing account (even though
>> it asked for what account i wanted it to go in), but instead just
>> added it to my list of accounts.
>>
>> I hope that makes sense.
>>
>> Lawrence
>>
>> On 2 Nov 2006 11:25:10 -0800, stef4sto...@hotmail.com wrote:
>>
>> >I think if you do what i am trying to in my psot today, is you export
>> >the data that is entered, to a QIF file (the window that opens lets you
>> >select what you want), then import to the next computer file. It won't
>> >accept duplicates is my understanding. I am using 2004 premier, and the
>> >help file takes you through step by step. Use Export data as key word.
>>
>> >> My office uses Quicken 2004 Basic. Another office is going to enter
>> >> about 600 checks and print them out at their location. I'm not sure
>> >> what version of Quicken they run, but we can both upgrade, as the cost
>> >> is minimal.
>>
>> >> Once they do that, can they save a file so that we can then
>> >> input/merge those 600 checks (obviously maintaining all the data for
>> >> each check) to my existing account?
>>
>> >> To clarify, I already have an account in our office on my computer,
>> >> but we're trying not have to do the data entry 2x. I do NOT want to
>> >> delete/overwrite my existing data, just add these 600 transactions to
>> >> my register. The other offices info. must be added to my existing
>> >> data, not replace the existing data.
>>
>> >> Is it possible?
>>
>> >> Thanks for your help/suggestions/comments
>>
>> >> lawrence
>> >> groundre...@hotmail.com
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