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1. To roll over an existing 401(k) account to a new 401(k) account, set up the new 401(k) account. Make sure to enter 0 as the opening balance.
2. Open the old 401(k) account transaction list.
3. Click Enter Transaction.
4. In the Enter Transaction list, select Transfer Shares Between Accounts.
5. In the Transfer Shares dialog, transfer all shares of a security in your 401(k) from the old account to the new account.
6. Repeat steps 3 through 5 for each security in your 401(k).

Click the link below which most closely fits your situation:

• Roll over an existing asset account to a new tax-deferred investment account
  Open your old asset account and enter a transaction to transfer the entire balance to your new investment account. You can create the new account when you start the transfer.

  • For the new investment account, enter 0 as the opening balance. When Quicken asks if this is a tax-deferred account, click Yes.
  • Open the new investment account, and enter transactions to buy the securities for your new 401(k) account.
• Roll over an existing asset account to a new 401(k) account
  Open your old asset account and enter a transaction to transfer the entire balance to your new 401(k) account. You can create the new account when you start the transfer.
• Roll over an existing investment account to a new tax-deferred investment account
  Follow the procedure for marking an investment account as tax-deferred.
• Roll over an existing investment account to a new 401(k) account
  Create the new 401(k) account. Make sure to enter 0 as the opening balance.

  • Open the old investment account transaction list.
  • Click Enter Transaction, and then choose Shares Transferred Between Accounts.
  • In the Transfer Shares dialog, transfer all shares of a security in your 401(k) from the old account to the new account.
  • Repeat the last two steps for each security in your 401(k).