Overview Copying a file takes all or part of your current file and creates a new file with a different name. Quicken doesn't change the original file in any way; the copy contains all the accounts in the original file. You might copy part of a file if you want to copy transactions within a certain date range to start a new file for a new fiscal year, or if you want to copy your reminders, memorized payees, transaction groups, and categories to a new file without copying any transactions.

From the File menu, select Utilities and select Import then select IIF Files(for QuickBooks 2006 and earlier go to the File menu, select Import and then select IIF Files). Select the export file you just created and click Open. QuickBooks adds the list information in the export file to the company file.

Instructions • Open the file you want to copy. When you start Quicken, it opens the last file you used (located in the Quicken folder by default). To work with a different file in the same folder, choose File menu > Open Quicken File.

Quicken can also help you a file in another folder. • Choose File menu > File Operations > Copy. • In the Copy the current Quicken file field, accept or change the location and name for the file copy. You can also click the Browse button to change the location the file copy will save to. Naming Rules: When naming the Quicken file, don't use any of these characters: *? ': / (asterisk, question mark, left and right angle bracket, pipe, straight quotation marks, colon, backslash, forward slash). Also, don't add the.qdf extension; Quicken does that for you. • In the Include Transactions From and To fields, set the dates for transactions you want to copy.

Quicken inserts the first and last dates used in the current file. Change these dates if you want to copy only some transactions from the file. Tell me more If your file contains invoice/receivable transactions (only in Quicken Home & Business), Quicken retains all unpaid transactions such as unpaid invoices as well as invoices created prior to the specified date, but which are linked to payments that fall within the new date range.

To create a new file that contains only your reminders transactions, memorized payees, transaction groups, and categories (but no transactions), enter dates that are later than the last transaction in the current file. Also, clear the two Include All check boxes. • Select the Include All Prior Uncleared Transactions check box to copy uncleared transactions that occurred outside the specified date range. (Optional) About uncleared transactions. Uncleared transactions are unreconciled transactions dated before the Include Transactions From date. • If you're not specifying a date range, you should copy all these transactions in most cases.

When you do this, Quicken summarizes (that is, sums up the amounts of) these transactions for each account. Need for speed games for mac. Then it uses this total amount as the opening balance of the corresponding account in the new file. • If you're specifying a date range, clear this check box to avoid bringing forward unreconciled transactions that will add to the size of your file. • Select the Include All Prior Investment Transactions check box to copy investment transactions that occurred outside the specified date range. (Optional) About prior investment transactions.

Prior investment transactions are those dated before the Include Transactions From date. Include these if you want the new file to reflect the prior performance of your investments. • Click New Copy when the file has copied successfully. Note: If you want to copy only categories, enter a date range in which you have no existing transactions. Because you're copying categories (not transactions), clear the Include All Prior Uncleared Transactions check box. If the file you're copying includes an investment account, clear the Include All Prior Investment Transactions check box as well. • Monitoring alerts, data downloads, and feature updates are available through the end of your membership term.

Online services require internet access. Third-party terms and additional fees may apply. Phone support, online features, and other services vary and are subject to change. 14,500+ participating financial institutions as of October 1, 2018. • Standard message and data rates may apply for sync, e-mail and text alerts.

Visit for details. Quicken App is compatible with iPad, iPhone, iPod Touch, Android phones and tablets. Not all Quicken desktop features are available in the App. The App is a companion app and will work only with Quicken 2015 and above desktop products.

• Quicken Bill Pay (Bill Payment Services provided by Metavante Payment Services, LLC) is included in Quicken Premier and above and is available on as a separate add-on service in Starter and Deluxe. 15 payments per month included in Premier and above. • Purchase entitles you to Quicken for 1 or 2 years (depending upon length of membership purchased), starting at purchase. Full payment is charged to your card immediately. At the end of the membership period, membership will automatically renew every year and you will be charged the then-current price (prices subject to change). You may cancel before renewal date.