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From: John Pollard on 27 Oct 2009 21:37
mmurrell wrote:
> On Oct 27, 9:52 am, CSM1 <nos...(a)nospam.com> wrote:
>
>>
>> The five files are (Located where you have the Data file OR in the
>> Quicken folder)
>> DataFilename.IDX
>> DataFilename.QDF
>> DataFilename.QEL
>> DataFilename.QPH
>> DataFilename.QTX
>>
>> Then Email the Zip file.
>>
>> If you have the data file passworded, you would also have to give the
>> recipient your password.
>>
>> You could remove your password before you Zip the data files. Then no
>> password needed.


> I have not noticed the QTX file before...only the other four. Do I
> need to track down the .QTX file?
>
> This is what I did.....I backed up the file to my desktop and then
> attached the qdf file from my desktop to an e-mail. I sent this e-
> mail with attachement to myself. I then opened the e-mail with
> another computer and saved the file to the desktop of that computer.
> Then I opened Quicken 2009 and did a file\restore browsing back to the
> file on the desktop. All seemed to work well....Do I really have to
> send the other three (or four) files? I am sending a file to an
> attorney out of state who needs it quickly. He has asked for me to e-
> mail him the quicken file. I have heard of problems in the past, but
> ran this quick test, and it seemed to work with just the .qdf file.


You only have a QTX file if you ran the Tax Planner. You never need the
IDX file (Quicken will recreate it if it's missing).

The other two files would definitely be necessary for YOU, but may not be
necessary for your attorney. The QEL file contains your online account
setups and the identifiers of the transactions you've downloaded. And the
QPH file contains your security price history.

The only file that is absolutely required is the QDF file; if any of the
other regular files are missing, Quicken creates new ones next time you
run it: the new QEL and QPH files will be empty; the new IDX file will
have basically the same contents it had before. And Quicken won't create
a QTX file unless you run the Tax Planner.

--

John Pollard



From: R. C. White on 27 Oct 2009 21:43
Hi, mmurrell.

> ran this quick test, and it seemed to work with just the .qdf file.
>
> What am I missing?

Maybe you are missing nothing.

In Quicken 2009 and previous versions, the Quicken "file" was actually a set
of related files. It ALWAYS include the Chicken Data File, named QDATA.QDF,
by default. It usually also included from 1 to several other files,
depending on how YOU used Quicken. Those of us who have Quicken transfer
tax data to TurboTax have a .QTX file in the set; we who download
transactions have the .QEL and .QPH files. Some Quicken versions have an
..IDX file and perhaps some others. When we use Quicken's File menu to
handle our Quicken file, it automatically deals with the whole set, but when
we use other Windows tools, such as Outlook, we must remember to include ALL
the files in the fileset. Your attorney may or may not need all the data
files.

My understanding is that the QDF file contains all the transaction data and
can be used without the others, although it will be missing some peripheral
information, but I have not tried this personally.

Quicken 2010 has fundamentally changed this system and now includes all the
peripheral data in the single QDATA.QDF file (which is therefore much larger
than in pervious versions). But pre-Q2010 versions work as described above.

Sending these files is just like sending any other computer files - except
that you probably will want to encrypt these in some way because of their
sensitive contents.

If you have further questions, please post back.

RC
--
R. C. White, CPA
San Marcos, TX
(Retired. No longer licensed to practice public accounting.)
rc(a)grandecom.net
Microsoft Windows MVP
(Using Quicken Deluxe 2010 and Windows Live Mail in Win7 x64)

"mmurrell" <mmurrell(a)cableone.net> wrote in message
news:166dbed7-12b1-4477-a8c6-d10071098ad1(a)b25g2000prb.googlegroups.com...
> On Oct 27, 9:52 am, CSM1 <nos...(a)nospam.com> wrote:
>
>>
>> The five files are (Located where you have the Data file OR in the
>> Quicken folder)
>> DataFilename.IDX
>> DataFilename.QDF
>> DataFilename.QEL
>> DataFilename.QPH
>> DataFilename.QTX
>>
>> Then Email the Zip file.
>>
>> If you have the data file passworded, you would also have to give the
>> recipient your password.
>>
>> You could remove your password before you Zip the data files. Then no
>> password needed.
>>
>> --
>> CSM1http://www.carlmcmillan.com
>> --
>
> I have not noticed the QTX file before...only the other four. Do I
> need to track down the .QTX file?
>
> This is what I did.....I backed up the file to my desktop and then
> attached the qdf file from my desktop to an e-mail. I sent this e-
> mail with attachement to myself. I then opened the e-mail with
> another computer and saved the file to the desktop of that computer.
> Then I opened Quicken 2009 and did a file\restore browsing back to the
> file on the desktop. All seemed to work well....Do I really have to
> send the other three (or four) files? I am sending a file to an
> attorney out of state who needs it quickly. He has asked for me to e-
> mail him the quicken file. I have heard of problems in the past, but
> ran this quick test, and it seemed to work with just the .qdf file.
>
> What am I missing?

From: R. C. White on 27 Oct 2009 22:09
Hi, again, mmurrell.

First, let me defer to John Pollard as to the contents of the .QTX, .QEL and
other Quicken files He is the recognized expert on those matters.

Second, let me correct and explain that funny typo in my message:

> related files. It ALWAYS include the Chicken Data File, named QDATA.QDF,

That's the Quicken Data File, of course. I had mistyped it as "Cuicken".
When I clicked Send, the WLM Spell Checker caught my typo and I clicked
"Change" without really noticing the "correction" that it was offering.
When I re-read my message just now, I LOL at myself! ;<)

Now, I hope this one gets through without the Spiel Chucker changing Cuicken
to Chicken again!

RC
--
R. C. White, CPA
San Marcos, TX
(Retired. No longer licensed to practice public accounting.)
rc(a)grandecom.net
Microsoft Windows MVP
(Using Quicken Deluxe 2010 and Windows Live Mail in Win7 x64)

<SNIP>

From: John Pollard on 27 Oct 2009 22:18
R. C. White wrote:

> Now, I hope this one gets through without the Spiel Chucker changing
> Cuicken to Chicken again!

LOL

--

John Pollard



From: mmurrell on 27 Oct 2009 23:49
On Oct 27, 8:37 pm, "John Pollard" <8plus7...(a)gmail.com> wrote:

>
> You only have a QTX file if you ran the Tax Planner.  You never need the
> IDX file (Quicken will recreate it if it's missing).
>
> The other two files would definitely be necessary for YOU, but may not be
> necessary for your attorney.  The QEL file contains your online account
> setups and the identifiers of the transactions you've downloaded.  And the
> QPH file contains your security price history.
>
> The only file that is absolutely required is the QDF file; if any of the
> other regular files are missing, Quicken creates new ones next time you
> run it: the new QEL and QPH files will be empty; the new IDX file will
> have basically the same contents it had before.  And Quicken won't create
> a QTX file unless you run the Tax Planner.


WOW!!! What a great answer. I have been wanting this information for
a few years now! Thank you...One other question. If I do not send
the QEL file, but did download transactions into several accounts,
will the attorney still be able to read those transactions? I don't
care if he does not have the online account set ups....but will he
need the "identifiers" to read the transactions?

I did not use the tax planner, and there are no securites on this
file.

Also, I am running quicken 2009 Home and Business. He only had
Quicken 2008 but because of this file, (and he said he needed to
anyway) he is going to upgrad to Quicken 2010. Will he be able to
read this lonely 2009 .QDF file with his new 2010?

Quite simply, this is a potential fraud case (for a client of mine)
that I have just input bank statement and credit card transactions
into a quicken file for my client's attorney. After I ran a few
reports....he wanted to take a closer look at the data and asked me to
e-mail him the file. I have already e-mailed him the QDF file, but I
don't know if he has upgraded to Quicken 2010 yet. I am still waiting
to see if all works.

Thanks again, Marie
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