Here in this NG, on the Quicken website support center, and on the msn Quicken Users group, there are various discussions of how to transfer information, accounts, or entire data files from one Quicken file to another. So far as I can tell, these are all elaborations of the basic QIF export / import procedure.
When I try this procedure, the data and transactions in certain accounts transfer just fine. However, try what I might, the transactions (checks written) in one of the checking accounts and the transactions in a money market fund (checks drawn on the fund) will not transfer. (Interestingly, the deposits in the checking account do transfer. Also interestingly, another checking account transfers completely without a hitch.)
In all the poking around I have done, two notable things have struck me.
First, I find no one else who mentions having such a problem.
Second, Intuit customer support bulletin KB ID#: 1174b entitled "Moving information between Quicken data files" (available on their website) addresses the question "How do I transfer information, accounts, or entire data files from one Quicken file to another?" and gives extensive detailed instructions.
Midway, it says: "Important: QIF import is available only for asset and liability accounts (including house and vehicle), credit card accounts, and cash accounts. . . . QIF import is not available for checking, savings, 401(k), or any other brokerage accounts."
That seems to be saying pretty clearly that QIF will not import checking account transactions (nor money market account transactions, if such an account is a "brokerage" account). Several Intuit customer support bulletins lay out the same procedure, but only that one contains the caveat.
If it is true that you can't transfer checking or "brokerage" accounts, it is puzzling to me that one of my checking accounts transferred successfully. Further, it is remarkable that none of the extensive posts here on this NG or in the msn group on the subject of merging files / exporting-importing data / marrying, etc. even mention such an enormous catgegory of data that can't be moved via QIF.
Does anyone here have any suggestions, enlightenment, explanations, education, or thoughts that might help. I just need to get the data and transactions in two separate Quicken files (both v. 2004) transferred into one file.
Thanks for any assistance.