Q-1:

Subject: Multiple Quicken files

 

Dear kerry

I read your web site and blog with great interest.  I use Quicken 2006 DeLuxe for my personal finances on one machine, and I also use it on an older machine to keep books for our home owners association.  The old machine is on it's last leg and I was thinking of trying to do them both one one machine.  I couldn't find anything in Quicken help on how to do it.  I first thought I could create a seperate directory and do a backup and restore, but was afraid the data would get comingled.  Would this work?  And what about all the saved reports, and categories, etc.   I hope you can help.  thanks.

A-1:

You can have an unlimited number of company Quicken files on the same computer and switch back and forth between them.  Before I made all of our clients upgrade to QuickBooks, most of them were on Quicken and I had hundreds of their files on my computer.  I like to set up separate folders for each client just for ease of locating; but each client folder had multiple Quicken data files, covering their personal and corporate finances, as well as multiple years.  As long as each company file has a different name, the program doesn't mix them up.

So, all you need to do is copy the Quicken data files to your new computer, either directly or via Backup & Restore.

Good luck.

Kerry Kerstetter

Q-2:

Kerry

I really appreciate you quick response.   Thanks so much.  Do the reports, categories, etc follow the data files?  That is, are the reports, categories, etc. for my personal quicken file seperate from the ones for the homeowner reports?

A-2:

Each file will have its own saved reports and other data, with no reference to any of the other files.  There is no commingling of any kind between the data files because you can only have one open at a time.

As I said, I used to have literally hundreds of different Quicken client data files on my computer and would switch back and forth between them with no problems.  It's that way currently with QuickBooks data files.

Good  luck.

Kerry

Follow-Up:

Kerry

Thanks a lot for helping.  If I could, I'd steer some business your way.

 

 

Labels: QB

- posted by Kerry M. Kerstetter, MBA~CPA~ATP~ATA @ 2/02/2007 10:45:00 AM Send this post: