How do I move/transfer my Quicken data file from one computer to another?

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Before you begin

There are a few things to understand before you move your data file:

  • If you want to move your file to a different version of Quicken, (such as Windows to Mac or Mac to Windows) you'll need to convert the file. For steps to convert, click here
  • You don't need to buy another copy of Quicken to move your data file, but the same version of Quicken should be installed on the computer you're moving your data file to:
    • For steps to download and reinstall a digital copy, click here.
  • We recommend to avoid moving Quicken data files often. If a data file needs to be viewed on different computers regularly, we suggest using Quicken on the Web instead. Subscription Release users can access Quicken on the Web on any computer to review accounts, without needing to install Quicken on additional computers or move data files. 

What would you like to do?

I want to share my data file between computers or on a network 

While you can back up data files to a network, you should not open or run Quicken on a network, or share your data file between two computers at the same time.

I want to move my data file to a different version of Quicken

If you want to move your file to a different version of Quicken, (such as Windows to Mac or Mac to Windows) you'll need to convert the file. For steps to convert, click here.  

I want to install Quicken on other computers

See Can I Install Quicken On Multiple Computers? for more information on using Quicken on more than one computer.

To move your data file to another computer (Videos)

Moving your Quicken file from one computer to another 

Moving your data file using Dropbox 

Instructions

Moving a file once

Step 1: Install Quicken on your new computer

  1. Install Quicken on the new computer.  
  2. Make sure Quicken is on the latest release; Quicken should update when you install, but if you need help with this step, click here.

Step 2: Put a copy of your Quicken file on an external disk

  1. On your old computer, open Quicken and select File > Copy or Backup File
  2. Backup your data file to an external drive or disc, such as a USB drive, that you can use to move this backup to your new computer.

Step 3: Restore your Quicken file on the new computer

  1. Connect the external drive or disc to the new computer.
  2. Open the external drive or disc. To locate the external drive, right-click the Start menu and select File Explorer.
  3. Drag your Quicken file from the external drive or disc to your new computer's desktop.
  4. Open Quicken and select the File > Restore a Backup File. Navigate to your desktop and select your Quicken backup to restore the data file.
  5. Click OK

Move a file frequently

Note: We recommend to avoid moving Quicken data files often. If a data file needs to be viewed on different computers regularly, we suggest using Quicken on the Web instead. Subscription Release users can access Quicken on the Web on any computer to review accounts, without needing to install Quicken on additional computers or move data files

Step 1: Install Quicken on your new computer

  1. Install Quicken on the new computer.  
  2. Make sure Quicken is on the latest release; Quicken should update when you install, but if you need help with this step, click here.

Step 2: Put a copy of your Quicken file on an external disk

  1. On your old computer, open Quicken and select File > Copy or Backup File
  2. Click Browse to copy your data file to an external drive or disc, such as a USB drive, that you can use to move this backup to your new computer.

Step 3: Open your Quicken file on the new computer

  1. Connect the external drive or disc to the new computer.
  2. Open the external drive or disc. To locate the external drive, right-click the Start menu and select File Explorer.
  3. Drag your Quicken file from the external drive or disc to your new computer's desktop.
  4. Double-click the Quicken file on your desktop to open it in Quicken. 
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