Validate your file in Quicken for Windows.Select Use this data file without a password.Go to File > Set Password for this data file.Check your account balances in Quicken. If your balances don't match after converting your file, you'll be able to more easily see where transactions are missing, and you can add those transactions manually to resolve the difference.You can find steps for this process here. Cancel any repeating Bill Pay payments you have set up in your file.Update all of your online accounts and scheduled transactions.This guarantees that you'll have your current data safe and available, if needed. See the information here to make a backup of your file. After completing these steps, you can install your new version of Quicken and follow the on-screen instructions to complete the conversion. We know your Quicken data is important while you shouldn't experience any issues converting your file to a new Quicken version, below are some extra steps you can take to ensure a smooth upgrade.
