After the Copy is complete, choose to Open New Copy.Leave all the settings, including file name and checkboxes, at their default (change nothing on this screen).Online services would need to be reconnected if you wish to use them in the file copy. Please note, a file copy is disconnected from online services, such as transaction download.Go to File > Copy or Backup File and select Create a copy or template (do not choose Year End Copy for this procedure).When should I follow the Validate steps below?Īlways make a backup before performing complex procedures. This ensures that you have a 'fallback' file you can use to get back to where you were when you started. Note: You can also restore a backup and Validate if you're not able to open your data file. Third, Copy your file and ValidateĪfter re-opening your main data file, try the listed Validate steps with that file. Second, ensure you are on the latest release of the programįor instructions to download and install the latest release, click here. If a week (or more) of information is missing, verify you opened the correct data file.Click the Reset button at the top of the register, to confirm that there's no filtering in your account register.It's possible the transactions are in your register, but not where you thought they should be. Has the sort order been changed in the register? Confirm that the Sort Order in your account is by Date just click the top of the Date column in your account register.First, review your settings and preferences OverviewĪlthough data integrity problems do happen, often what is thought to be a data integrity problem turns out to be an issue with preferences or misinterpreting the data Quicken is displaying. You can find steps to restore a backup here. Once restored, see if the issues you were experiencing are resolved.

Before you begin: It may be best to restore a backup from a date prior to when the issue began.

Convert quicken 2004 to 2018