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Quicken setup guide
Quicken setup guide








quicken setup guide

Quicken will find all the accounts associated with your login. you may be asked for additional information, such as a challenge question or a code that is sent to your email or phone. This is the information you use to sign in to your online account, such as a user name and password. In those cases, see our instructions for adding an offline spending account below.Įnter your account/user information. While Quicken works with over 14,000 financial institutions, there are some financial institutions that may not be available. You can also contact our customer support.

quicken setup guide

Move to Dropbox location and click to restore.If you cannot find your financial institution, go to their website or call them to see if they provide instructions for working with Quicken. Step 5. Open Quicken and click File > Backup and Restore > Restore from the Backup file Step 4. Sign in to Dropbox on the new PC. Open File > click Backup and Restore > Choose to save file to Dropbox. Log in to your Dropbox account, or create a new account in Dropbox. Quicken has partnered with Dropbox to provide 5GB of free backup space. Online way is a good choice to migrate Quicken to another computer, such as Dropbox. How to Move Quicken Online to New Computer Head to your quicken file location and choose the restore option. Now open Quicken, and choose File option again, click Restore from the Backup File. Restore backup file on the New PC.Ĭonnect your external drive which contains your Quicken files to the new computer.ĭrag the backup files from your File Explorer. After that, you can select Backup Now to begin the backup process. Then you will see a file backup window appears, choose the Backup path, and move it to the USB. Select Backup and Restore, and click Backup Quicken File. Open Quicken on your old computer, choose File option on the top left side. Quicken allows you to install it on multiple devices, so you can download the latest version on the new PC through the official website. You need a USB drive or a Dropbox account to transfer Quicken data. This part is talking about two manual ways for moving quicken data file to another computer. You need to reinstall the software first, create a backup file, move the files to your external devices, and restore it on the new devices.

quicken setup guide

The manual method is related to the Backup and Restore function in Quicken. Support Windows 11/10/8/7 (Manual) Moving Quicken to a New Computer










Quicken setup guide