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

Before You Start

There are a few things to keep in mind before moving your Quicken data file:

• Upgrade scenarios: You may be switching to a newer version of Quicken or moving between operating systems (Windows ↔ Mac). In these cases, you’ll need to convert your file before using it.

• No extra purchase required: You don’t need to buy another copy of Quicken. Just make sure the same version is installed on your new computer.

• Avoid frequent transfers: Regularly moving files between devices isn’t recommended. If you need access on multiple devices, consider using Quicken on the Web instead.

Step 1: Install Quicken on the New Computer

• Download Quicken from Quicken.com and install it on your new device.

• Ensure the software is updated to the latest release.

Step 2: Back Up Your Data File on the Old Computer

• Open Quicken on your current computer.

• Go to File > Copy or Backup File.

• Save the backup to an external storage device such as a USB drive.

Step 3: Transfer the Backup to the New Computer

• Plug the external drive into your new computer.

• Locate the backup file and copy it to your desktop for easy access.

Step 4: Restore the Backup in Quicken

• Open Quicken on the new computer.

• Select File > Restore a Backup File.

• Browse to your desktop, choose the backup file, and click OK.

• Your data will now be restored and ready to use.