- Be sure the data file you want to copy is currently open in Quicken. You probably only have one data file for Quicken, but if you have multiple files check to be sure the right one is being used. If you're not sure how to do this, see How to Find Quicken Data Files.
- Once you have the correct data file loaded, 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, however, it's a good idea to choose a file name for the copy that makes sense to you.
When naming a Quicken data file:
- The file name begins with a slash and ends with .QDF, enter the new file name directly between the slash and .QDF. If you type over any other part of the location and file name, the file won't save correctly if at all, but you can cancel out the copy process and start over if needed.
- Don't use these characters in the file name: * ? < > | " : \ / .
- It's usually best not to change the location unless you understand the folder structure on your PC. Change the location by clicking on Browse in the File Copy box and then navigate to the location that you want the copied file saved to.
- If you used attachments in the original data file, the attachments will be saved after the data and then will only be copied over if there is enough space on your computer.
Quicken Premier Home & Business users: all unpaid transactions will be retained, such as unpaid invoices along with invoices created before the specified date and linked to payments that fall within the new date range.
- Click on the check box 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 to have accurate opening account balances in the new file.
- If you are trying to keep your file size small - 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.