How do I switch to a different Quicken Registration on the same PC?

I need to start helping a relative with his finances. We bought him a Quicken subscription and I'd like to create a new database on my computer to record his data. He would then use the web interface to look things over and maybe do basic work, but really I'll be doing the bulk of it.
However, I can't figure out how to switch to using a new Quicken ID. I created a new database just fine, but it's linked to my Quicken account - not his.
What step(s) am I missing here?
Thanks.

Best Answer

  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    Answer ✓
     I suggest you reset the Quicken ID associated with the Quicken file.  
    1. Select Edit > Preferences...
    2. Select Quicken ID & Cloud Accounts
    3. Select Sign in as a different user
    4. Enter yes 
    5. Select Sign Out
    6. Sign in with the your relative's Quicken ID

Answers

  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    Answer ✓
     I suggest you reset the Quicken ID associated with the Quicken file.  
    1. Select Edit > Preferences...
    2. Select Quicken ID & Cloud Accounts
    3. Select Sign in as a different user
    4. Enter yes 
    5. Select Sign Out
    6. Sign in with the your relative's Quicken ID
  • jdseymour
    jdseymour Member
    That did the trick! Thanks.
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