Separate subscription for Astronomy Club

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Patrick M
Patrick M Member ✭✭

I have a subscription for Quicken Classic Deluxe that I use for personal use. I'm also the treasurer for a small, non-profit astronomy club and I use my subscription to manage the clubs finances. It would be cleaner (and more appropriate) for the club to have their own subscription that the treasurer could use regardless of who that is in the future. How can I set that up and how much would it cost?

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  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
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    I'm also the Treasurer of a small non-profit club.

    For now, the club's records are in it's own Q data file. Your club's finances should be in a separate file also.

    If, at some future point, I'm no longer the Treasurer, it will be my successor's decision as to continuing Q or not. At which point the subscription question will come up … but for now, I don't see any reason to decide.

    BTW, my predecessor used a "general public license" product, so I believe that each Treasurer should use what they're comfortable with … assuming that the other officers/Board concur.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • splasher
    splasher SuperUser ✭✭✭✭✭
    Answer ✓
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    If you decide to go with a separate license, here is some advice on using it and your license on the same computer.

    You already have both editions of Quicken installed. There is only ONE subscription Quicken program, the license decides which features (edition) are available.
    You can switch between editions by going thru EditPreferencesQuicken Id, "login as different user".
    To prevent hiccups in your separate data files, make sure that they are both uniquely named and switch between them using this process.
    Create a dummy data file named something like go_between.qdf with no accounts in it, it is just for transitioning between the two Quicken IDs.
    Now, you do NOT want to open your personal data file while the Quicken program is setup for the Club's ID and the same holds true for opening the Club's data file with your personal ID.
    So, that is where the dummy data file comes into play. Lets say you are using your data file and now want to work with the Club's data file.

    1. Open the dummy data file using either FileOpen Quicken file or picking it from the recent file list on the File menu.
    2. Do EditPreferencesQuicken Id and then "login as different user" using the Club's ID.
    3. Open the Club's data file using either FileOpen Quicken file or picking it from the recent file list on the File menu.
    4. Do what ever you needed to do.

    Now, when you want to work with your personal data file, follow the same procedure except substitute your personal data file and Quicken ID where you used the Club's information.
    I suggest always returning the state of registration of Quicken to your personal Quicken ID and only have it in "Club mode" when it needs to be so that you don't inadvertently open your personal data file with the Club ID which would require you do do steps 1 & 2 again as 5 & 6 using personal ID.

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

Answers

  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    Answer ✓
    Options

    I'm also the Treasurer of a small non-profit club.

    For now, the club's records are in it's own Q data file. Your club's finances should be in a separate file also.

    If, at some future point, I'm no longer the Treasurer, it will be my successor's decision as to continuing Q or not. At which point the subscription question will come up … but for now, I don't see any reason to decide.

    BTW, my predecessor used a "general public license" product, so I believe that each Treasurer should use what they're comfortable with … assuming that the other officers/Board concur.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Patrick M
    Patrick M Member ✭✭
    Options

    Thanks, that helps. The club does have a separate Q data file, so there isn't any mixing.

  • splasher
    splasher SuperUser ✭✭✭✭✭
    Answer ✓
    Options

    If you decide to go with a separate license, here is some advice on using it and your license on the same computer.

    You already have both editions of Quicken installed. There is only ONE subscription Quicken program, the license decides which features (edition) are available.
    You can switch between editions by going thru EditPreferencesQuicken Id, "login as different user".
    To prevent hiccups in your separate data files, make sure that they are both uniquely named and switch between them using this process.
    Create a dummy data file named something like go_between.qdf with no accounts in it, it is just for transitioning between the two Quicken IDs.
    Now, you do NOT want to open your personal data file while the Quicken program is setup for the Club's ID and the same holds true for opening the Club's data file with your personal ID.
    So, that is where the dummy data file comes into play. Lets say you are using your data file and now want to work with the Club's data file.

    1. Open the dummy data file using either FileOpen Quicken file or picking it from the recent file list on the File menu.
    2. Do EditPreferencesQuicken Id and then "login as different user" using the Club's ID.
    3. Open the Club's data file using either FileOpen Quicken file or picking it from the recent file list on the File menu.
    4. Do what ever you needed to do.

    Now, when you want to work with your personal data file, follow the same procedure except substitute your personal data file and Quicken ID where you used the Club's information.
    I suggest always returning the state of registration of Quicken to your personal Quicken ID and only have it in "Club mode" when it needs to be so that you don't inadvertently open your personal data file with the Club ID which would require you do do steps 1 & 2 again as 5 & 6 using personal ID.

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
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    I think you also need to have a different EMAIL address - which becomes the Quicken User ID & password

  • splasher
    splasher SuperUser ✭✭✭✭✭
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    Good point. That email address should belong to the club so that it goes with the license when the treasurer position is taken over by the next person.

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

  • TracyC
    TracyC Member
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    Our PTSA used TechSoup to obtain an online purchase/subscription to Quicken at a discount.