Use the export/import function in Quicken to move large amounts of information between Quicken data files:

Important: You can use QIF Export to export all the exportable account and list information in a specific data file, and then use QIF Import to import all the importable account and list information into a new data file. Note that this process imports all account information from one Quicken data file to another at one time. You cannot use QIF import to import information from a QIF export file into just an individual checking, savings, 401(k), or any other brokerage account. To learn more about important QIF changes in Quicken 2005, please visit the QIF Import Users Resource Center Web page.

1. If you are copying the data to an external disk, place the disk in the disk drive.
   
2. From the Quicken File menu, choose Export, and then choose QIF file.
   
3. In the QIF File to Export to field, Quicken displays the preset path of the export file. Select the appropriate option:
   
   • Enter a name for the export file at the end of the existing path (make sure there is a backslash \ before the file name). Quicken will automatically add the correct file extension.
     
   • Click Browse to select a different location. Enter a name in the File name field, and then click OK to return to the QIF Export window. (Use Browse to select your external disk drive if you want to save the export file on an external disk.)
   
   
4. In the Quicken Account to Export from list, select the account from which to export transactions.
   
   If you're exporting data only from lists and not transactions, it doesn't matter which account you select here.
   
5. In the Include Transactions in Dates field, enter the dates of transactions to export.
   
   To export only those transactions that occurred during a specific interval of time, enter the beginning and ending dates of that time interval.
   
   To export all transactions, enter the dates of the first and last transactions in your register or transaction list.
   
6. In the Include in Export list, select the items to include in the export.
   • Select Transactions to include the data in the account’s register or transaction list.
   • Select Account List to include all your accounts.
   • Select Category List to include the Class List in addition to your list of categories.
   • Select Memorized payees to make available from QuickFill and the Memorized Payee List all the transactions you had Quicken memorize in the previous file.
   • Select Security Lists to include all your securities, security prices (including price histories), security types, and your investment goals.
   • Select For Macintosh Users to includes securities, security prices, and the last-saved budget so you can import them to a Quicken for Macintosh file.
   • Select Business Lists to include invoice items and all templates (only in Quicken Premier Home & Business).
   
   
7. Click OK.
   
   Quicken creates the .QIF file.
   
8. Open the data file you want to import data into, and then back up this data file.
   
9. If the account you want to import data into does not exist in the data file, create it:
   
   1. From the Quicken File menu, choose New.
   2. Select New Quicken Account and click OK.
   3. Follow the onscreen instructions to create the account.
   
   

   Important: QIF import is available only for asset and liability accounts (including house and vehicle), credit card accounts, and cash accounts. If you have purchased Quicken Premier Home & Business, you can use QIF to import transactions into accounts payable accounts and invoice accounts as well. QIF import is also available for any exported list, but the file you want to import the list into much already include a valid account.
   QIF import is not available for checking, savings, 401(k), or any other brokerage accounts. To learn more about important QIF changes in Quicken 2005, please visit the QIF Import Users Resource Center Web page.

10. If you are importing the data from an external disk, insert the disk and copy the QIF file onto your hard disk.
    
11. From the Quicken File menu, choose Import, and then choose QIF file.
    
12. The Location of QIF file field displays the preset path of the import file. Select the appropriate option:
    
    • Enter a name for the import file at the end of the existing path (make sure there is a backslash \ before the file name). Quicken will automatically add the correct file extension.
    • Click Browse to select a different location. Enter a name in the File name field, and then click OK to return to the QIF Import window.
    
    
13. In the Quicken account to import into list, select the account you want to import the QIF file into.
    This list is limited to accounts that can import QIF files. QIF import is not available for checking, savings, 401(k), or any other brokerage accounts.
    
    Note that to import a list such as the Category List, you must still choose a valid account.
    
14. In the Include in import area, select the items you want to include in the import process.
    • Select the Transactions check box to import data from the account register.
    • Select the Memorized payees check box to include items from the Memorized Payee List.
    • Select the Account List check box to include items from the Account List.
    • Select the Special handling for transfers check box if you have exported to several QIF files from a number of Quicken accounts in the same file and are using Import to re-create all the transactions by importing from several QIF files. (This choice prevents duplicate transfer transactions when you import data from both the to and from accounts involved with transfers.)
    • Select the Category List check box to include items from the Category List.
    • Select the Security lists check box to include items from the Security List and the Security Prices List.
    • If you have purchased Quicken Premier Home & Business, select the Business lists check box to include items from the Invoice Items List and the Business Templates List.
    
    
15. Click Next, and follow the on-screen instructions.

Note: If importing fails to yield the desired results, restore the backup file you created in step 8.