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Subject Author Date
upgrading from 2004 to 2007 louise 02-11-2007
Posted by louise on February 11, 2007, 11:37 pm
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 I've been running Quicken Deluxe 2004 and will soon have to
upgrade because I'll no longer be able to download qif files
from my bank.

Can I just install 2007 Deluxe over 2004 Deluxe?

Should I uninstall 2004 first? If I do that and then I
install 2007, will it pick up my data files and convert them?

And will it know how to find my bank and brokerage
(Fidelity) or will I have to install those as if they were
never used before?

Thanks for an advice and experience.

Louise

Posted by Han on February 12, 2007, 6:37 am
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 @mid.individual.net:

> I've been running Quicken Deluxe 2004 and will soon have to
> upgrade because I'll no longer be able to download qif files
> from my bank.
>
> Can I just install 2007 Deluxe over 2004 Deluxe?
>
> Should I uninstall 2004 first? If I do that and then I
> install 2007, will it pick up my data files and convert them?
>
> And will it know how to find my bank and brokerage
> (Fidelity) or will I have to install those as if they were
> never used before?
>
> Thanks for an advice and experience.
>
> Louise

The most important thing is to make backups, using Quicken. Make sure
you get at least a couple of backups onto CD, or at least onto a memory
stick/flash drive.

Then from within the old version of Quicken do a File|file
operations|copy. Give the "new" fileset a different name (of course).
Then use that file set and do a File|file operations|validate. Note any
remarks that Quicken gives, and then make more backups from the validated
fileset.

If you get any remarks you don't understand, post a question.

If you do not trust what might be happening, use a program like Acronis
True image to make an "image" of your hard drive(s) so you can easily
write this back onto your drive(s) if something gets really screwed up.
(Having an image is a "good thing" (TM) in many circumstances.

Then the best thing may be to install the new version, but not a
different location then where your old version is. For most people, it's
OK to let the installation process uninstall the old version.

--
Best regards
Han
email address is invalid

Posted by Hank Arnold on February 12, 2007, 6:44 am
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You should be able to upgrade. You should:

1) Backup the database files using the built-in backup
2) Copy the database using the included file utility to a safe location
3) Generate reports that will give you the balances and other
information that you will need to verify that nothing changed
4) Load the copy and run Validate on it. If you have errors, clear it up
before you proceed (or verify that it has no impact)
5) Load the original database
6) exit Q and run the install program off the CD. It will backup your
database files, uninstall the current version, install the new one and
convert your database
7) Run the same reports you did previously and verify that nothing changed.
8) Welcome yourself to the 20th century.... ;-)

Regards,
Hank Arnold

louise wrote:
> I've been running Quicken Deluxe 2004 and will soon have to upgrade
> because I'll no longer be able to download qif files from my bank.
>
> Can I just install 2007 Deluxe over 2004 Deluxe?
>
> Should I uninstall 2004 first? If I do that and then I install 2007,
> will it pick up my data files and convert them?
>
> And will it know how to find my bank and brokerage (Fidelity) or will I
> have to install those as if they were never used before?
>
> Thanks for an advice and experience.
>
> Louise

Posted by Don Burnette on February 12, 2007, 7:00 am
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> I've been running Quicken Deluxe 2004 and will soon have to upgrade
> because I'll no longer be able to download qif files from my bank.
>
> Can I just install 2007 Deluxe over 2004 Deluxe?
>
> Should I uninstall 2004 first? If I do that and then I install 2007, will
> it pick up my data files and convert them?
>
> And will it know how to find my bank and brokerage (Fidelity) or will I
> have to install those as if they were never used before?
>
> Thanks for an advice and experience.
>
> Louise

I recently upgraded from 04 deluxe to 07 deluxe.
I had backed up my quicken files to an external usb hard drive, to have just
in case. I also, had imaged my system as well.

When I ran the install of 07, it uninstalled 04, then proceeded to install
07 and convert my quicken data files over to 07.
Everything went smooth for me, with no issues that I have seen so far, have
been running it for about 2 months now.



--
Don



Posted by Laura on February 12, 2007, 7:09 am
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>
>
>
>
>> I've been running Quicken Deluxe 2004 and will soon have to upgrade
>> because I'll no longer be able to download qif files from my bank.
>>
>> Can I just install 2007 Deluxe over 2004 Deluxe?
>>
>> Should I uninstall 2004 first? If I do that and then I install 2007,
>> will it pick up my data files and convert them?
>>
>> And will it know how to find my bank and brokerage (Fidelity) or will I
>> have to install those as if they were never used before?
>>
>> Thanks for an advice and experience.
>>
>> Louise
>
> I recently upgraded from 04 deluxe to 07 deluxe.
> I had backed up my quicken files to an external usb hard drive, to have
> just in case. I also, had imaged my system as well.
>
> When I ran the install of 07, it uninstalled 04, then proceeded to install
> 07 and convert my quicken data files over to 07.
> Everything went smooth for me, with no issues that I have seen so far,
> have been running it for about 2 months now.

I just upgraded from 04 basic to 07 basic and had the same experience as
Don. Quicken uninstalled 04. I did not have the option to install 07 to a
different directory so that I would have both programs on my computer. I
guess Quicken only allows one version of the program on your computer at a
time. I did make a copy of my Q files prior to the upgrade just in case
something went wrong and I had to go back to 04 but everything converted
without problems.


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