To merge one account with another, start with the account that you want to remove from your GL chart of accounts and edit that account. You can change either the name or the account number of the account being removed to match the name or the account number of the account into which the account will be merged. QXF (Quicken Transfer Format) is a file format used to share data between Quicken products. It is the preferred way to move and merge account data between versions of Quicken. Quicken Starter users: Starter cannot import or export QXF files. If you are converting from Quicken for Mac to Quicken for Windows: We recommend starting a new file.
Here in this NG, on the Quicken website support center, and on the msnQuicken 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.
'Pigments' <rober...@yahoo.com> wrote in message
news:6Bajj.4927$Y63.4551@trnddc03...
I wouldn't know if there are [specific] H&B nuances at issue as I'm Q06Dlx
(I don't see why there would be though), but why can't you just enter
historical info into your file and simply enter an adjust to zero etc. item
for some total along the way.
That way you can put in batches of history as you're so moved.
That way you wouldn't have to worry about combining some time down the road.
That way as you put it in it's always there.
FWIW, that's what I did way back when when I first began using Qkn.
It never occurred to me to make a new file.
I started using Q 'for real' and then gradually entered and reconciled prior
statements.
Depending upon the account, sometimes I just entered a statement balance
line (and offset), other times I entered the entire statement (and an offset
line) and sometimes just selected lines (and an offset line).
I guess you could also put it into a parallel 'closed' account that was kept
at zero.
Similar affect.
Geo. Salisbury
Long Valley, NJ