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Is it possible to have 2 Quicken IDs/accounts on the same computer?

Len57

I use Quicken Deluxe for my personal finances and have a subscription. I'm also the treasurer for a small non-profit social club. The club has authorized funds for the purchase of a Quicken Deluxe subscription. I want to keep the club's files separate from my personal files and have them sync to separate cloud accounts. Can this be done? I don't see any way to "log out" of my account and "log in" using the club account in the app.

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Accepted answers

Quicken Kristina

Thank you for your reply,

It is cumbersome, but if you don't go through that process each time, it will change the Quicken ID the file is associated with, which would not be a desired outcome.

Thank you.

All comments

Quicken Kristina

Hello @Len57,

Thank you for reaching out to the Community. You can switch between different Quicken IDs. To log out, go to Edit>Preferences>Quicken ID & Cloud Accounts. Then, click on the blue Sign in as a different user link. Quicken will log you out and bring back to the login screen so you can log in with the other Quicken ID and password.

Thank you.

splasher

As described by @Quicken Kristina it is possible, but you will want to do the changeover in a certain sequence as follows:

Create a dummy file, it doesn't need any accounts, you just need a file.

When you go to change IDs as described above, open the dummy file and do the ID change while it is open. Then open the file for the ID that you just changed to. When going back to the other file, open the dummy file, change the ID and then open the other file.

Yes, it is cumbersome, but you really don't want to open your file with the club's ID and vice versa.

ALWAYS change the ID with the dummy file open.

Len57

Thanks to your responses I was able to get this set up and working. Just so I'm clear, do I have to go through the "OpenDummyFile -> ChangeID -> OpenClubFile" dance every time I want to switch between personal and club files? Definitely cumbersome if that is the case.

Quicken Kristina

Thank you for your reply,

It is cumbersome, but if you don't go through that process each time, it will change the Quicken ID the file is associated with, which would not be a desired outcome.

Thank you.

Rocket J Squirrel

Would it work - and be less cumbersome - to create a new Windows user and switch Windows logins?

Ps56k2

@Len57 - need to step back and ask HOW you are going to use these two files. Will anyone else from the club want to access the Quicken data via the Quicken Mobile App or via browser and Quicken on the Web ?

If no one else will be accessing the club data, and therefore doesn't need to know the 2nd account User ID / Password - then just run with 2 different QDF files and simply File Open each file as needed … all with one ID until such time when you really want to split things.

Len57

@Rocket J Squirrel I'm beginning to think this may be the solution as it is really a pain the other way.

Len57

@Ps56k2 I was doing it this way for a while, but I needed to buy a subscription for the club and needed another user ID to do that. Eventually the treasurer position will be taken over by someone else and I need a clean way to hand everything over to them. My plan is to just give them the credentials I used to purchase the club subscription along with a backup of the file and they will be set. I may try the separate Windows account method suggested by @Rocket J Squirrel.

retird

Could you not just create a new Quicken File using your subscription of Quicken? Name the new file, say "Club Account"? Use this new file for your social club. You can open whichever file you want to work on that way and no 2nd ID will be required.

When you pass the social club data file to someone else all they need to do is have their own subscription and open the "Club Account" file you give them.

Would this not work guys?