HP Agent-Desktop-Laptop Computer - Manual (Page 8)

Agent Desktop / Laptop – New or Replacement Installation Instructions Version 2/12/2009
Agent Desktop / Laptop Installation Instructions
FOR INTERNAL STATE FARM USE ONLY
Contains CONFIDENTIAL information which may not be used without express written authorization.
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If Quicken is not located in My Documents (i.e. Program Files\Quicken), go to “File” and choose “Backup.” Verify that
the correct file is listed in the “File To Back Up” section. Click on the “Browse” button in the “Back Up Location”
section and browse to the H: drive and then the ReloadBackup\Quicken folder. Click “OK” to backup the Quicken
data. Repeat these steps for all Quicken data files used on this machine. (Some agents may use one file for their
personal or business account and one file for their PFA).
Some agents keep multiple copies of older Quicken files on their machine, as well. Follow these steps to locate and
store them:
1. Click on “Start”
2. Click “Search
3. Click on “All Files and Folders”
4. In the “All or Part of the File Name” box, type .QDF
5. In the “Look in box,” make sure that it shows Local Hard Drives (C:)
6. Click “Search”
7. Once the search completes, a list of Quicken files will appear
8. Click “Edit” to activate the drop down menu
9. Click on “Select All”
10. Right click over one of the file names (now highlighted) and select “Winzip”
11. Click on “Add to Zip file” (WinZip will open)
12. In the file name, type: H:\RELOADBACKUP\QUICKEN\OTHERQUICKEN.zip
13. Under the Option section, make sure “Save Full Path Info” is selected
14. Click “ADD”
15. Once complete, click on the H:\RELOADBACKUP folder to bring it to the front
16. Open the Quicken folder
17. Verify that there are Quicken files in the folder as well as a .zip file.
T HIS S ECTION IS COMPLETE