copying/merging from one file to another

I think if you do what i am trying to in my psot today, is you export the data that is entered, to a QIF file (the window that opens lets you select what you want), then import to the next computer file. It won't accept duplicates is my understanding. I am using 2004 premier, and the help file takes you through step by step. Use Export data as key word.

I created on my own computer a new file called "testdatabase".

I entered in some phony bank info and one check, assigning a check number myself.

I think exported to a qif file named "testdata"

Then I went back to my original file, named Qdata (I believe that was the default from the beginning of time?).

Then I "imported" the file named "testdata" into the correct account.

It then asked me to accept the register items. I accepted all of them.

Then, the left hand side of the screen showed a new account...called "test checking" - that is what I named my checking account (not the file name).

So...it didn't seem to merge it into my existing account (even though it asked for what account i wanted it to go in), but instead just added it to my list of accounts.

I hope that makes sense.

Lawrence

No, I think you confused it by renaming the file. Here is the step by step play.

Export data Copy data from one Quicken account or file to another

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1 If you are copying the data to an external disk, place the disk in the disk drive. 2 Choose File menu > Export > QIF file. 3 In the QIF File to Export to field, enter a name for the QIF file you want to export the data to. Enter the name of the new file you're creating to contain this data. There's no need to add the .QIF extension; Quicken adds it for you. 4 In the Quicken Account to Export from list, select the account from which to export transactions. If you're only exporting data from lists and not transactions, it doesn't matter which account you select here. 5 In the Include Transactions in Dates field, enter the dates of transactions to export. To export only those transactions that occurred during a specific interval of time, enter the beginning and ending dates of that time interval.

To export all transactions, enter the dates of the first and last transactions in your register/transaction list.

6 In the Include in Export list, select the items to include in the export. Select Transactions to include the data in the account's register/transaction list. Select Account List to include all your accounts. Select Category List to include the Class List in addition to your list of categories. Select Memorized Transactions to make available from QuickFill and the Memorized Transaction List all the transactions you memorized in the previous file. Select Security Lists to include all your securities, security prices (including price histories), security types, and your investment goals.

Select For Macintosh Users to includes securities, security prices, and the last-saved budget so you can import them to a Quicken for Macintosh file. Select Business Lists to include invoice items and all templates (only in Quicken Premier Home & Business).

7 Click OK. Note To set up a new file with your existing lists, use Export and Import to copy everything except the transactions from an existing file. After copying the list information, you can make changes to the lists at any time.

Good luck, but i think this does what you need.

So you're saying the name of the export file should be the same as the existing file name? that won't overwrite what I have once I import?

lawrence