Reversion to Earlier Quicken Version

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I have Quicken Home and Business 2016 Canadian edition and would like to revert to using Quicken Home and Business 2013 Canadian edition.

I appreciate that reversion to an earlier version of software is a tricky business, due to file format changes, new features added, etc. Nevertheless, does anyone know of a workflow that would allow me to do this?

Experimenting is difficult, since the Quicken 2013 installer tries to uninstall any other version of Quicken it finds. It finds Quicken 2016 and partially uninstalls it before failing.

Thanks in advance for any advice or tips.
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enthused

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Posted 1 month ago

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NotACPA, SuperUser

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Q2013 can't read the Q2016 data file ... so if you revert you'd have to re-acquire (download or manual input) every transaction since you made the switch.

To completely uninstall Q2016, you need to use the QCleanUI uninstaller (a Win Uninstall isn't sufficient)  https://www.quicken.com/support/using-qcleanui-uninstall-quicken

Then you can install Q2013 and attempt to re-build your data file.

Since that re-build is probably going to be labor intensive, may I ask why you want to revert?  Perhaps we can address whatever is creating your desire to revert.
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mshiggins, SuperUser

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Especially since QW2013 will no longer do transaction downloads.
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enthused

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Thanks NotACPA for your answer. I understand that Q2013 can't read the Q2016 (.qdf) data file directly. But I am hoping someone on this forum has gone through the process of reverting to an earlier Quicken version using another workflow.

Thanks also for the tip on using the QCleanUI uninstaller. I didn't know about that.

Here are workflows I am considering exploring:

1- Exporting all accounts from Q2016 as a QIF file and importing into Q2013.

2 - Exporting individual accounts from Q2016 as individual QIF files and importing the individual QIF into Q2013.

3 - Alternatively, Quicken 2016 can export to a QXF (Quicken Transfer Format) file. The help says QXF is the preferred format for moving/sharing data between Quicken products. Does anyone know if this applies to different versions too?

If anyone has had experience with the above workflows I would like to hear about it.

@mshiggens -- thanks for your comment. I should have mentioned I am not interested in doing automatic transaction downloads.
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mshiggins, SuperUser

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It doesn't really matter if you are interested in downloading transactions as QW2013 no longer has that capability.

QXF exporting and importing is far from perfect - I think you would have better results with QIF. You should be aware, though, there is a steep learning curve to get QIF importing working well.
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What are the main problems encountered with QIF importing? What's up with QXF?

Edit to add: Do you know products and versions are compatible with data exchange via QXF?
(Edited)
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QPW

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I assume you converted from Quicken 2013 to Quicken 2016, right?
If so, how long ago did you do that?
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QPW

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I'm going to go ahead and answer this without yet known how much data you would need to catch up on.

I would say with the exception of someone going through the process because their data file has become corrupted, if a person has a backup that the older version can read it is probably always better to try to use that backup file and bring it up to date.

History/information:
The QXF format was created to convert Quicken Windows data files and import them into Quicken Essentials for Mac.  Only Quicken can use this format.  This was started in 2010 (export from Windows to Mac).  It wasn't until Quicken 2012 that Quicken Windows got the feature to import it.  Quicken Essentials for Mac had no investment accounts, and no business features.  So the export only supported non investment/business accounts, and the same for the import.  For even with it working properly the best import wouldn't include investment/business accounts.  In Quicken 2012 the import was working pretty good with just some sub sub categories getting a bit messed up.  From there on it just gets more and more scrambled for the next couple of years, and that is were it sits.  Because the export is used to go to Mac and the Mac product has been maintaining the export, the export is in fact in much better shape, and it even supports investment transactions/actions that the current Mac version supports.

So it is basically useless for working with Quicken 2013 Windows.

On the exporting and importing of QIF files.
But let me start by pointing you at a thread where I basically did what you are talking about:
https://getsatisfaction.com/quickencommunity/topics/i-just-succeeded-in-recreating-my-data-file-using-a-qif-export-import

In my opinion the biggest obstacle is that Quicken's QIF Import doesn't handle transfers correctly.
That is why I worked around them in this attempt.  But if you look at that thread you will see that there are a lot of other things that have to be considered/worked on.

Above Ms. Higgins pointed out one of the roadblocks of bring your Quicken 2013 data file up to date is not being able to do a QFX import.  That isn't just a reference to how the fact that you will have to do "manual entry" for future work, it also means that you can't just import transactions from your financial institution(s) to catch up.

That would point you having to enter all those missing transactions by hand.  Clearly if you have to do that, how long ago you switched to Quicken 2016 will determine how much work that is.

But in fact I suggest that probably the best way to catch up would be to use QIF imports.
These imports could come from your financial institution.  It might even be that they will provide a QIF file.  Even though importing of QFX files are blocked importing of QIF files aren't.  And even if the financial institution(s) don't provide QIF files you might be able to use CSV files and a converter like this:
https://getsatisfaction.com/quickencommunity/topics/faq-is-there-a-way-that-will-allow-you-to-import-transactions-from-qif-csv-excel-ofx-files-into-quicken

Another possibility is sort half of the process I outlined in the first thread.
As in a lot of the difficulty (other than the transfers) with this operation has to do with creating categories from QIF files that don't have the tax lines set and the right account types being created.
With a "not to old" data file, most of this should already be in place.

So one could export a QIF file with a date range that only includes what has been changed since leaving Quicken 2013.
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enthused

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Thanks very much, QPW, for your detailed answer. I will take a look at the thread you linked.

I am afraid I converted from 2013 -> 2015 -> 2016 so the most recent 2013-compatible Quicken backup file -- the one created automatically by Quicken during the upgrade to 2015 -- dates from some time in 2015. if I can find that file, it would make a good starting point, as you suggest, coupled with exporting as QIF what has changed since then. My financial institutions do export QIF files, which is how I normally do the account updates anyway. I wish I'd hung on to those QIF files from the financial institutions!

Thanks QPW for that excellent workflow, which I had not thought of. It sounds like using a 2013-compatible backup file and selectively exporting date ranges from Quicken 2016 is the way to go.

Thanks also for the history, main purpose, and subsequent limitations of the QXF format, and for detailing the gotcha's with respect to transfers and tax lines / categories in QIF exporting/importing.
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splasher, SuperUser

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About the QW2013 file, look for a folder named Q13Files.  It would have been created when you went from 2013 to 2015 and contains the 2013 file at the time of the conversion.
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Thanks for that info splasher. I've located the file. I upgraded to Quicken 2015 rather late in the 2015 calendar year, so the QDF file in the Q13Files folder has a late 2015 time stamp on it. The reversion from QW2016 to Q2013 looks promising. I will report back here with the experience. In the meantime, thanks for all the help, everyone.