Transfer an account to another Quicken user

I use Quicken 2010.  I was the Treasurer for an association and maintained the association checking account in my home Quicken along with 2 other home accounts.  I need to transfer just the association account to the new Treasurer.  How can I do this without also transferring my 2 personal accounts?  Currently, all three accounts are all backed up/stored under one file name.


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Make a copy of your Quicken data file. File | File Operations | Copy. Choose a name for the copy so you know it is the association file. Open the Association file.

Go to the Account List (CTRL A) and delete your two accounts. If you have any reminders for your two accounts, you will need to delete those reminders before you can delete your accounts.

You'll probably want to clean up other areas as well. Memorized Payees (CTRL T), Category List (Shift CTRL C), Reports, etc., any area that has personal info you don't want to share.
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mshiggins , QTM
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