Quicken help

I am about to load a new version of Quicken on this users laptop. He had another version installed long ago on his old laptop. How can I get all his information to copy over to his new copy? I am sure the old version is more than a few years old so not sure how this is moved to his new copy?
LVL 1
Dennis MillerAsked:
Who is Participating?

[Product update] Infrastructure Analysis Tool is now available with Business Accounts.Learn More

x
I wear a lot of hats...

"The solutions and answers provided on Experts Exchange have been extremely helpful to me over the last few years. I wear a lot of hats - Developer, Database Administrator, Help Desk, etc., so I know a lot of things but not a lot about one thing. Experts Exchange gives me answers from people who do know a lot about one thing, in a easy to use platform." -Todd S.

JohnBusiness Consultant (Owner)Commented:
The Quicken Data file is a QDF file. Make a secure backup of this and then try to simply open in the new version of Quicken. If your friend is lucky, it will open. Otherwise he may need to start again or engage Quicken Support to convert the file. Here is assistance for you. I use QuickBooks and just moved along year by year

https://www.quicken.com/support/how-find-quicken-data-file-quicken-windows
0

Experts Exchange Solution brought to you by

Your issues matter to us.

Facing a tech roadblock? Get the help and guidance you need from experienced professionals who care. Ask your question anytime, anywhere, with no hassle.

Start your 7-day free trial
Dennis MillerAuthor Commented:
Thanks John. am sure this will work so I will close the ticket and try again
0
JohnBusiness Consultant (Owner)Commented:
I think it will so please keep us posted
0
Learn Ruby Fundamentals

This course will introduce you to Ruby, as well as teach you about classes, methods, variables, data structures, loops, enumerable methods, and finishing touches.

JohnBusiness Consultant (Owner)Commented:
Thanks again
0
Dennis MillerAuthor Commented:
John, to add to this in case I missed something. This is a brand new install of Quicken on a new laptop. The data file you suggested (QDF) is the file I take off the old laptop and load it to the new one? Will it overwrite or should I just replace it wit this after maybe rename the old file by a letter?
0
JohnBusiness Consultant (Owner)Commented:
So long as you keep a backup of the files yes overwrite and test
0
Dennis MillerAuthor Commented:
Thanks. I have a full back up of the files on a USE drive so I will just take a copy from that. I will install the Quicken first then replace the QDF file if this is correct? Since nothing is yet in the QDF file yet there will be nothing to overwrite. His copy is older and he has a Google-Mail account so will this affect that file on Google-Drive as well. Not sure that data is on the Google-Drive but I have that Google sync replicating the documents up to it. Again, not sure what Quicken files are up on the Google-Drive since Quicken has its own files and not part of the documents folder? If all this is correct, I am on the way to fix this. This is one of the issues that the priest had and I ended up going out and bought him a copy of Quicken from Sams club. The Quicken  tech support guy wanted over $200 to fix his corrupt application of Quicken. The corruption was me trying to copy from his old laptop the entire folder. I can tell you Quicken must have when it loads and knows the serial number of the laptop so you cannot copy it over to another laptop. I thought I was done with him but he wanted to use Quicken on another laptop. Just never ends when things are free. Thank the stars I belong to Experts-Exchange.
0
JohnBusiness Consultant (Owner)Commented:
Thanks for the update. I think your overall processes are correct. Unless there is (for some reason) newer data on Google Drive, I would ignore that.
0
Dennis MillerAuthor Commented:
Thanks.
0
It's more than this solution.Get answers and train to solve all your tech problems - anytime, anywhere.Try it for free Edge Out The Competitionfor your dream job with proven skills and certifications.Get started today Stand Outas the employee with proven skills.Start learning today for free Move Your Career Forwardwith certification training in the latest technologies.Start your trial today
Windows OS

From novice to tech pro — start learning today.