Users tracking their financial data with Quicken for several years and it’s very important for them to keep it safe and up to date. Generally, users hesitate before doing upgrade Quicken to the latest version because they believe, they may lose the data during the process.
It’s important to keep Quicken up to date as it contains your financial information. The below process would be easy and comfortable.
So, In this post, we’ll discuss the methods to upgrade Quicken to the latest version.
Things to do before upgrading Quicken to the latest version
A. Ensure that your current version of Quicken is up to date
- Open Quicken
- Go to Help > Check for Updates
- If the update is available, click on Yes to launch it
B. Create Quicken data file backup
Our recommendation is to create a backup before upgrading to the latest Quicken version because if there would be any kind of fallback in between the process, your data will be safe & secured. To create Quicken data file backup:
- Go to the File menu
- Click on Backup and Restore > Backup Quicken File…
- Click on Back up Now
4 Simple Methods to Upgrade Quicken to the Latest Version
Method 1 – Validate & Repair Quicken Data File
It’s good to validate the file before upgrading Quicken because if there are some data integrity issues going on you’ll be aware of it. To do the validation & repair:
- Go to the File menu
- Click on File Operations > Validate and Repair…
- Make a check on Validate File and click OK
- The process may take some time to validate the Quicken data, depending on your file size
- Then close the DATA_LOG notepad.
Method 2 – Update the Accounts
Before upgradation process, please process the one step update for all the accounts. To do it:
- Go to the Tools menu
- Click on One Step Update…
- If asked, enter your bank password or click on Update Now
Method 3: Create Quicken Backup Again
It’s good to create a backup again after validating the data file and updating the accounts in Quicken. To create a backup, follow the same process:
- Go to the File menu
- Click on Backup and Restore > Backup Quicken File…
- Click on Back up Now
Method 4: Download and Install New Quicken Version
You don’t need to uninstall the current version of Quicken, it’ll be automatically uninstalled in the process of installing the latest/new version. But if you want to uninstall Quicken manually, please click here.
You can read the complete process to download and install the new Quicken version here.
After following the above methods, you can easily upgrade Quicken to the latest version. Incase, you face any problem in between the process, please reach at contact@thesupportzone.com or dial 650-481-6274.
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