Validate your file in Quicken for Windows. Select Use this data file without a password. Remove your data file password: Go to File > Set Password for this data file. 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.
A: Answer First, make a backup, Second, prepare your accounts, Update all of your online accounts and scheduled transactions.
