How to share business data without sharing personal home account data?

edellefemine

Is it possible to share the business tab of my Quicken Home, Business and Rental software without sharing the accounts on my Home tab?

I'd like to share view and editing permissions with my business partner without him being able to access my personal accounts. Can you advise how to do this?

Thank you!

volvogirl

You might want to check out this answer about using 2 computers.  It would be the same for either your own computers or yours and someone else.
https://community.quicken.com/discussion/7861420/running-quicken-on-two-computers 

volvogirl

Unless you report your business on Schedule C in your personal tax return you should have your business in a separate data file.  

You can copy your data file with another name and then delete your personal accounts.  But that will mess up any transfers between Business and Personal.

NotACPA

BUT, as volvogirl implied, if it's all in one data file, there's no way to isolate the various functions from viewers of that data file.

Q's security is at the data file level, not at the individual account or function level.

volvogirl

And does your partner have the same Quicken version installed to open the .qdf file?

edellefemine

thank you both for your replies. My partner will be using the same version as me.

My thought was to use my quicken license, for which I upgraded to include Business, for us to share collaboration on the data in the business tab, as we share this business.

I understand and agree with the suggestion of using a separate data file for this purpose rather then track that information within my personal .qdf file. What about sharing this new data file among two people? I imagine we'd use a cloud service such as dropbox to access the same file, which would limit us to 1 single user at a time, correct?

Can we take advantage of the Mobile & Web sync option to share this file for collaboration and access the same data file in the cloud? Could this be done using two different logins or is it only tied to a single account? I'd rather not share my login information since that'd also grant cloud access to my personal data file, no?

volvogirl

You might want to check out this answer about using 2 computers.  It would be the same for either your own computers or yours and someone else.
https://community.quicken.com/discussion/7861420/running-quicken-on-two-computers 

Greg_the_Geek

How is your business structured? It almost sounds like you would be better off using Quickbooks Online for your business and Quicken for your personal finances.

NotACPA

Greg_the_Geek said:

How is your business structured? It almost sounds like you would be better off using Quickbooks Online for your business and Quicken for your personal finances.

Concur