Quicken Premier H & B 2003 Accts. merge?

Folks,

I need to merge one of my accounts (Checking for 2005) into another (Main Acct.) for year end purposes and can't seem to remember how to do it.

Suggestions?

Thank you.

Reply to
Ron Marraccini
Loading thread data ...

If in the same file (as your post says noting about different files), then Select all, Cut/Paste in right account.

Reply to
MikeB

Thanks for the quick reply -

I still do not find the "Select All" option anywhere.

In the "Quicken 2003 Premier Home & Business - Qdata1 - Checking" window I looked under File, Edit, Tools, etc.

In my Checking Acct. window I looked under Delete.Find,Transfer,,Reconcile, etc.

Am I looking in the wrong places?

Thanks again

Reply to
Ron Marraccini

Yes.

Do as in any other Windows app. Clcik on the first entry. Scroll down to the last entry, hold down Shift and click on it. Voila! you have "Selected all" (within the range of your selection.

MikeB

Reply to
MikeB

Well, I tried it (Just like I do in any Windows app to cut & paste) but they won't select. Right clicking won't work - holding down the shift key (or control key for individual selections) doesn't work either & I do it all the time in Word, Access, etc etc.

This is really unusual.

Is there a setting I am missing?

Suggestions?

Reply to
Ron Marraccini

The ability to select multiple transactions is not available until Q2004 (or possibly Q2005).

Reply to
John Pollard

To merge account A into account B:

Export account A to a qif file. Import the qif file to account B. Delete account A.

Of course, if you are using the term "account" to refer to a Quicken "file" (fileset, actually); the instructions could be somewhat different. For starters, read the "merge files" faq in the Quicken Users Group in MSN User Groups.

Reply to
John Pollard

John -

After backing up everything - I opened Quicken & created/exported a file I named 2005.qif from my acct. named "checking" to my desktop. I then opened quicken again and went to my acct. named "main" and tried to import the 2005.qif into "main" but - it keeps trying to re-import it back into "checking" which is not what I want.

I have been able to do this (one way or another) every year since 1987 w/whichever version of Quicken I have been using until I got the 2003 version.

I also went to the MSN Quicken users group you recommended and read over the "merge acct." faq but it seems to refer to importing a ".qfx"? file and goes on to talk about MS Money and a very convoluted process for importing.

Sorry but I am stumped - any thing else I might try? (4/15 is coming)

Thanks again.

Reply to
Ron Marraccini

Open the qif file in Notepad; find the name of the "checking" account; change it to the name of the "main" account; initiate another import.

Reply to
John Pollard

I find 6 instances - should I rename them all?

Reply to
Ron Marraccini

There should only be one that affects what account you import to (assuming you did not export things like Account List, Category List, Memorized Payee List). Near the beginning of the file should be 4 lines that look like this:

!Account NMyAccountName TBank ^

The one with "MyAccountName" (it should have the name of *your* account) determines which account the data will be imported to (when there is only one account's data present).

Possibly you have some transfer transactions, if so, then yes you should change them as well. But if you are importing transfer transactions from a different account in a different file, you may not have all the correct accounts in the file you are importing to.

Reply to
John Pollard

I meant to comment on this before. There is no mention of "qfx", nor any mention of Money in the faq I'm referring to. I think you read the wrong faq.

Reply to
John Pollard

John,

Looks like I got working now (so far)- Thanks for all your help!

Reply to
Ron Marraccini

BeanSmart website is not affiliated with any of the manufacturers or service providers discussed here. All logos and trade names are the property of their respective owners.