import qif file into quicken 2009 investment account

#Import qif file into quicken 2009 investment account install#
#Import qif file into quicken 2009 investment account series#

Open the backup data file from the diskette or CD-ROM. On the computer with the new version, restore the backup file.

#Import qif file into quicken 2009 investment account install#

On the other computer, install the new version of Quicken. Make a file backup copy on diskettes (or a CD-ROM) using the original computer. Click Yes to convert.Ĭonverting files on separate computers is handled differently. A message will indicate that you are about to convert a file. Click on the File Name box and select the file to be converted. Note: Other files to be converted must be opened manually in Quicken File, Open. The new version will look for the last file used and start the conversion process. If the file conversion is being done on the same computer, the next step is to install the new version of Quicken. Do not delete or destroy the original file until the conversion is successful.

This safety measure can prove to be valuable. Make a backup copy of your data before attempting to do anything else.

The following troubleshooting advice from support will help with snags you may experience. Again, the solution is to delete the unwanted categories one-by-one. If you then import a farm category list provided through Extension educators or from a QIF file exported from your personal file, you can end up with some category duplication. You also get six mileage related categories that can't be deleted. Likewise, if you are starting a new file in Quicken 2002, you don't have an option to exclude all of the pre-set categories to allow you to design your own custom list. If you don't want them in your category list, you must delete each individually. These categories may be identified by an underscore ( 1/2) preceding the label, for example 1/2DivInc and DivIncTaxFree.

#Import qif file into quicken 2009 investment account series#

For instance, we have noticed that when you convert your existing file to Quicken 2002, a series of 13 investment income categories are automatically added to your file (whether you want them or not). If you are converting to a newer version of Quicken, you may run into some unexpected results or snags. When we are asked whether you should buy a new version of Quicken, our response in recent years has been no, unless you are forced to because of computer hardware/software compatibility issues or a new feature you simply must have.

To see our latest newsletters and current information, visit our website atįarm Business Management Update, April 2002 (through April/May 2009), and are provided for historical purposes only.Īs such, they may contain out-of-date references and broken links. These files cover more than ten years of newsletters posted on our old website You've reached the Virginia Cooperative Extension Newsletter Archive.