backing up one account of several

Have her make a Quicken "Copy" of her current data.

File > File Operations > Copy

Have her open the resulting copy (Quicken will ask about that at the end of the copy process).

Then she can delete any accounts she does not want you to have; and send you the resulting fileset. She can back that fileset up to whatever offline media you each agree on.

Quicken data is stored in multiple Windows files; generally a minimum of 3, though the actual number varies depending on Quicken version and what the user does: you want all the files. When Quicken makes a backup (or a Copy) it always knows which files to backup (or copy); so if Quicken puts the data on the offline media you know you'll have all the files. If Windows (say a Windows Explorer file "copy") is used to get the data from the hard drive to the offline media; you just have to be certain you get QDATA.* (where QDATA is the name of the Quicken data; and the * stands for every possible file "extension" that has the file name "QDATA").

John,

Would it be possible for the desired account to be "exported" and then "imported" by the OP?

All good wishes & happy New Year.

formerprof

Yes.

When I posted, I was thinking the qif route might not be quite as straight-forward. But reading your post caused me to rethink that a bit: I neglected to tell the op that my method would not work if the other party's Quicken version was newer than the op's ... in that case, qif file export/import would be the only way to pass along the data. Realizing that the qif file to be imported would either need a bit of manual modification, or it would need to be imported to a Quicken cash account, the cut/pasted into the desired Quicken account.

So thanks for making the suggestion.

She has Quicken 2006 and I will upgrade to 2006 as well. So...this actually makes sense to me:

I did a practice delete account on my quicken and then went to restore. It worked smoothly. What is so VERY confusing is taht all the b/u's or copys *appear* the same. the icons, the file names, etc. The only way I could distinguish one from the other was by where I *Put* it on my HD

She's coming over this afternoon...I'll let you know how it went. Fingers crossed ;-)

I am glad to be getting the same version she has...the description of the manually doing process seemed daunting. Especially when it is HER data that is being messed with.

Barbara

Actually I consider that a good way to keep track of my backups.

I have a Quicken backup folder for each day of the week; and a Quicken backup folder for each month of the year ... both sets named accordingly. Since Quicken makes its own backups automatically once every 7 days or so (look in the folder named BACKUP in the folder where your Quicken data is), I have very good backup coverage, and I know just where everything is.

If you need specifics about when the backup was created, you can use Windows Explorer to search for all files with the ".qdf" extension (the main Quicken data file); then sort the results on date modified.

Alternatively, since you'll have Q2006, you can tell Quicken to put the backup date in the name of the backup file. If you want to restore from one of those backups, you'll probably have to do a little manipulating though or your Quicken data name will change.