Why isn't it possible for Quicken to Update All Quicken [Data Files] Automatically?

AlaskanRogue

Why do I have to go to all book sets other than the selected default and run a "One Step Update" daily? It is a waste of my time.

Greg_the_Geek

Are you asking about Quicken or QuickBooks?

AlaskanRogue

Quicken...

Greg_the_Geek

What is a "Quicken Book Set"?

NotACPA

By "Quicken book set" do you actually mean a Quicken data file?  The term that you used has no meaning in Q.

AND, if you are actually referring to having multiple  Q data files, I wouldn't WANT Q to update them all at once. Some are for testing only and some are no longer used and I wouldn't want the waste of time waiting for them to update.

AlaskanRogue

I have four different .QDF files for that I maintain, each having a number of different bank accounts connected. They represent different aspects of my life for reporting and taxation purposes.

AlaskanRogue

A setting per .ODF could be created to control updating.

NotACPA

It's easy, in Q, to have multiple bank accounts set up in a single QDF.

Likewise, judicious application of the various filters in Q's reporting function can select only certain accounts, or categories for inclusion in any report, including the tax reports.

In short, you've overly complicated your situation by creating multiple QDF for yourself.

Rocket J Squirrel

AlaskanRogue said:

A setting per .ODF could be created to control updating.

Such a setting exists. Go to Tools > Schedule Updates... in each QDF file.

AlaskanRogue

@Rocket J Squirrel The problem with your suggestion which I have tried before is

volvogirl

If the data files are reported on the same tax return they should be in a single data file.

AlaskanRogue

@NotACPA I already have multiple bank accounts in each QDF. I don't want to create custom reporting when there are already numerous templates available that I can use without the effort that are fine.

Rocket J Squirrel

AlaskanRogue said:

@Rocket J Squirrel The problem with your suggestion which I have tried before is

Ah, I was unaware that multiple data files could not be auto-updated. Seems like an unnecessary limitation. A possible problem would be if multiple files were trying to update simultaneously, but that could theoretically be prevented in software.

AlaskanRogue

@volvogirl I have two corporations, a 501c3 foundation and personal, each having their own tax reporting requirements.

volvogirl

Ok good.  Just checking.