Q 2002 to 2007

Hi, Dannie.

First, pick the media you want to use to make the physical transfer: floppy disk(s), CD/DVD, USB "thumb" drive, network...or even physical moving of the hard drive.

Second, run Q2002 on the old PC and Backup to the chosen media.

Third, install and run Q2007 on the new computer. Insert transfer disk or CD, or plug in thumb drive or network cable.

Fourth, in Q2007, click File | Open (or File | Restore) and Browse to the

*.qdf file produced by Q2002. (Restore, if you use multiple floppies; otherwise, use either Restore or Open.)

When Q2007 tries to load (or Restore) the Q2002 data, it will automatically create a backup subfolder for it (Q02Files) in your Q2007 Quicken folder and store copies there; then it will convert them to Q2007 format and store the new files in your Quicken folder. From then on, it will use the new files and probably never refer to Q02Files again.

No need to install Q2002 on the new computer, even temporarily. All you need is the Quicken data "file", which really is a set of related files, all using the same filename, but different extensions. Depending on how YOU use Quicken, you might have Dannie.qdf, Dannie.qtx, Dannie.qel, etc. You need ALL these files. If you use Quicken's File functions, it will handle the full "fileset" as a single "file". If you use other Windows tools to copy or otherwise handle those files, be sure to include the whole set, not just the .qdf file.

RC

"R. C. White" wrote in news: snipped-for-privacy@corp.supernews.com:

I think you forgot a step. Before making the copies/backups, run a validate using Q2002 on a COPY of the old file set: File|File Operations|Validate Let Quicken correct any errors, and copy/backup that file set also.

Hi, Han.

Good point! Thanks for adding that.

You and I remember "the early years" when the Quicken/Windows combination on unreliable hard drives (and floppies) often resulted in file corruption of one kind or another. I've spent days tracking down and fixing errors in the .qdf files. But, thankfully, not in the last several years. At least, since Win2K. I can't recall the last time I needed to validate a Quicken file. ;> single "file". If you use other Windows tools to copy or otherwise

"Dannie" wrote

I addition to the other comments, be sure to compare the registers of your

2007 fileset to those of your 2002 fileset. Before you enter any new data in the 2007 version, run reports of all of your accounts to verify that the balances = those calculated from 2002. You might also run some random category and class reports to verify the bottom lines are the same between Q versions.

This will be easiest if you can run the old version on your old computer after you install the new version on the new computer. If that won't be possible, print the reports before abandoning 2002.