- Be sure the data file you want to copy is open. Quicken automatically opens the last file used, if you want to copy another data file you need to open that Quicken data file.
- Click on File menu > File Operations > Copy.
- In the Copy the current Quicken file field, you can accept the location and name for the file copy, or you can change this. You may want to change the filename to suit your preferences, but only advanced users will want to change the location.
- Do not use these characters: * ? < > | " : \ / .
- Do not add the .QDF extension to the end of the filename; Quicken will do that for you.
- In the Include Transactions From and To fields, set the dates for transactions you want to copy. If you want to make an exact copy of your Quicken file, leave the date field as it is.
Note: If you are using Quicken Premier Home & Business, Quicken retains all unpaid transactions such as unpaid invoices along with invoices created before the specified date and linked to payments that fall within the new date range. - If you are NOT specifying a date range and are making an exact duplicate of your Quicken file, click on the checkbox next to Include All Prior Uncleared Transactions.
- Optional, if you’ve specified a date range:
- Click on the checkbox next to Include All Prior Uncleared Transactions to copy uncleared (unreconciled) transactions from outside the specified date range. In most cases, you should copy uncleared transactions so Quicken can provide accurate opening account balances in the new file.
- If you are trying to keep your file size down - and you have specified a date range - clear the check box to avoid bringing forward unreconciled transactions, but be aware that this will affect some account balances.
- Optional: Leave the Include All Prior Investment Transactions check box checked to copy investment transactions that occurred outside the specified date range. If you want to keep your file size down and you are not tracking prior performance of investments, clear this box.
- Click OK.
- Click New Copy when the file has copied successfully.
- Click OK.
