Backup copy on second computer

Don L

I run my Quicken for Business on the Windows side of my MacBook Pro using Parallels. I have now just installed a copy of Quicken on a spare PC I have. I did a "save a copy as" from the Mac to a common drive on my network.

I successfully opened the file on the PC but rather than let me look at it, Quicken decided it wanted me to enter my Quicken ID before I could look at the file. I entered my ID from the PC and it then proceeded to tell me it could not open the file because another program had the file in use. Exactly.....the MacBook had the file open.

My question is this......is there a way I can simply open the file with the PC while the Mac has the file open? In other words, I don't see a need to have Quicken ask for my ID when I use the PC. I simply want it to function as having a backup file already in place if the Mac dies on me. Is there a setting somewhere I can change to allow? Thx

Quicken Anja

Hello @Don L,

Thank you for reaching out to the Community regarding your issue, though I am sorry to hear that you are experiencing this.

Save a copy as creates a new data file copy that is separate from the original data file. However, the error message you are receiving could possibly be caused by the location the data file is saved in when trying to open it. You will want to make sure that the file is stored locally on your PC hard drive and not an external or cloud drive. 

By default, Quicken data files are stored in the following pathway--
C:\Users\"username"\Documents\Quicken

If it is already stored on the local hard drive, then I suggest creating and restoring a backup file instead.

As for signing in with your Quicken ID, you will only be prompted for this the first time you try opening a data file on a different computer from the one you normally use. After the first time, you should no longer be prompted to sign in again.

Hope this helps!

-Quicken Anja

Quicken Anja

Hello @Don L,

Thank you for reaching out to the Community regarding your issue, though I am sorry to hear that you are experiencing this.

Save a copy as creates a new data file copy that is separate from the original data file. However, the error message you are receiving could possibly be caused by the location the data file is saved in when trying to open it. You will want to make sure that the file is stored locally on your PC hard drive and not an external or cloud drive. 

By default, Quicken data files are stored in the following pathway--
C:\Users\"username"\Documents\Quicken

If it is already stored on the local hard drive, then I suggest creating and restoring a backup file instead.

As for signing in with your Quicken ID, you will only be prompted for this the first time you try opening a data file on a different computer from the one you normally use. After the first time, you should no longer be prompted to sign in again.

Hope this helps!

-Quicken Anja