I have Q2000 installed that I would like to upgrade to Q2007.
I was told that because there haven't been any upgrades made to the 2000 install, that I will not be able to upgrade to 2007 without losing my files because the .qif files are now .ofx files.
At one time I had tried to upgrade from 2000 to 2005 and it didn't convert all of my info, even though a message said the upgrade was successful. I was missing about 4 months of activitiy.
Any suggestions or thoughts on how I can upgrade from 2000 to 2007 without losing lots of files?
I have no idea what the person that told you this was thinking, but it is totally incorrect: ignore it.
If I tried everything possible, and I could not do any better than a conversion that lost 4 months of activity ... I would manually re-enter those 4 months of activity. (You can print transaction reports from the old Quicken version, subtotalled by Account, sorted by date; and use that report to guide you to making sure your new version data is correct.)
There are probably about 3 fundamental problems that can occur during an attempted upgrade.
1.) Quicken may be trying to convert corrupted data.
2.) The difference between the old and new version may be so great, that the new version can not do the conversion
3.) There may be a bug in the conversion process.
You may fix #1 by Validating your old data before converting. (Backup first, then make a Quicken copy of your old data, Validate the copy, then convert the copy. Do this even if you don't think you have corrupted data.)
You can work around #2 by downloading a "trial version" of an intermediate version of Quicken to allow you to make the conversion in two steps. Intuit has such trial versions available for free at their Help&Support web site.
You can't do anything about #3 directly. You can export to QIF files from your old version, then selectively import those QIF files into your new version when it is feasible - say one account was totally hosed, you could import the QIF file for that account into the new version ... after deleting and recreating the account. There are posts in this group with links to the Intuit Quicken for Windows forums that will point you to the guidelines for processing QIF files. Or you can go to the Intuit Quicken forums and Search in the "Other Topics" forum for threads on importing qif files post-Q2004, and merging qif files.
There is no way for anyone to tell you ahead of time what you will experience when you try a conversion. ("Losing lots of files" doesn't make much sense in this context; your Quicken data is contained in several Windows files, but it's almost unheard of that anyone would "lose" one of those files. You might lose some data, but you should be able to avoid that or minimize it ... and you should be able to recover from any loss, with a little patience).
Quicken comes with a 60 day money back guarantee; you can try it out and return it for your money back if you don't like it.
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