How to transfer a Data file to new Subscription and Quicken Version

Many years ago, I started a Quicken Data file for my son under my subscription using Quicken Premium. Now he is old enough to start doing his own finances so I purchased him a Quicken Deluxe license subscription under his own name. The data only contains a cash account and a savings account and no investments, so I didn't think the "downgrade" would be an issue. At any rate, I'm able to install Quicken on a different computer and import the data file, but the data file appears to be "tied" to my subscription, forcing me to enter my subscription information. How do I convert the data file so he can use it under his own subscription using Quicken Deluxe? All the "conversion" information I can find online is from PC to Mac and vice-versa. Thank you.

Best Answer

  • thecreator
    thecreator SuperUser ✭✭✭✭✭
    edited July 11 Accepted Answer
    Hi @iPlaid ,

    Open Quicken. Click, at the top, on Edit then click Preferences.
    Finally, click on Quicken ID & Cloud Accounts

    Then click sign in as a different Quicken ID.


    Type Yes in the box on the next screen and click Sign Out.

    Now simply Register the Quicken Data File with your Son's Information. It will switch to Deluxe. No need to uninstall and reinstall.
    thecreator - User of Quicken Subscription R35.31  USA & Quicken 2017 HBRP R20.6 USA
                       Windows 10 Pro 32-Bit Build 19043.1237
                       Windows 11 Pro 64-Bit Build 22000.184
    also            Windows 10 Pro 64-Bit Build 19043.1237

    View: https://community.quicken.com/discussion/7859218/work-with-copies-of-your-actual-quicken-data-files/p1?new=1

Answers

  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    edited July 11
    All you need to do to switch the Quicken ID associated with the Quicken file is open the Quicken file, select Edit >Preferences..., Quicken Id & Cloud Accounts, and Sign in as a different user.
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    In your son's data file:
    Edit -> Preferences -> Quicken ID & Cloud Accounts -> Sign in as a different user

    Sign in using his Quicken ID/email account.
    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
  • thecreator
    thecreator SuperUser ✭✭✭✭✭
    edited July 11 Accepted Answer
    Hi @iPlaid ,

    Open Quicken. Click, at the top, on Edit then click Preferences.
    Finally, click on Quicken ID & Cloud Accounts

    Then click sign in as a different Quicken ID.


    Type Yes in the box on the next screen and click Sign Out.

    Now simply Register the Quicken Data File with your Son's Information. It will switch to Deluxe. No need to uninstall and reinstall.
    thecreator - User of Quicken Subscription R35.31  USA & Quicken 2017 HBRP R20.6 USA
                       Windows 10 Pro 32-Bit Build 19043.1237
                       Windows 11 Pro 64-Bit Build 22000.184
    also            Windows 10 Pro 64-Bit Build 19043.1237

    View: https://community.quicken.com/discussion/7859218/work-with-copies-of-your-actual-quicken-data-files/p1?new=1

  • iPlaid
    iPlaid Member
    Thank you for everyone's great help and quick responses! Took me a while to respond because I had to "schedule" time with my teenager and get him to logon to his computer so I could try this fix out. The one weird thing it did was after I signed out and switched to his subscription, it would not open the Data File. I turns out I had to restore a backup of the file. Once I did that, it worked fine and the Data file is now assigned to his subscription and it's under Deluxe. Thanks again!