Quicken How To Combine Two Securities
- Quicken accounts. Incidentally, when I set this up, I just activated my checking account, because that's the one I was most concerned with. But Quicken picked up that there were two other accounts, a money market and a base savings account that doesn't get used. So I elected to match &.
- I know you use Quicken from some of your other “tip” posts, can you help me with something? Specifically, I added a new checking account to Quicken Deluxe 2015 and the register seems to be stuck at one line-height for the new account 🙁 How do I get it back to the old two lines?! Hi Tony, I think I can help!
- Tags: Merge Quickbooks data files, Merge Quickbooks data from two files, Quickbooks Merge, Quickbooks Merge Files Related Posts Some reasons why you may need to merge QuickBooks files into one could be due to the fact that companies have different divisions or entities that could host separate QuickBooks company files.
Not all Quicken desktop features are available in the App. The App is a companion app and will work only with Quicken 2015 and above desktop products. Purchase entitles you to Quicken for 1 or 2 years (depending upon length of membership purchased), starting at purchase. Full payment is charged to your card immediately.
Quicken Users group, there are various discussions of how to transferinformation, 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.'
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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.
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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.
How To Merge Two Quicken Accounts
Thanks for any assistance.