Is there a workaround for Multiple Files single Quicken ID?

  • 5
  • 2
  • Question
  • Updated 1 year ago
  • Answered
  • 5
  • 2
I have multiple Quicken Files, each containing different accounts. Some banking, some brokerage, some credit cards.  In the Windows version of Quicken I can open any of the files and update the accounts online - All with the same Quicken Account ID. I am contemplating converting from QW to Q MAC 2017 (testing now).   I see that each of the converted files required a Quicken ID to set up (I used the same and only one I have).  Now when I update them, it tells me the ID is already associated with a different file.  It let's me proceed with a warning that the other file will no longer update. When I return to the other file, the same behavior. It works, and I do not update all the files daily, but it is cumbersome and takes extra steps that the Windows multiple files do not need.   Is there a workaround for this?  Does Quicken expect me to have a different email (the username) for each file?  I have about a dozen.  Something illogical about this.   (As it is the lack of the 2 line register is a problem for my many files).  Would appreciate any insights.
Photo of New User

New User

  • 398 Points 250 badge 2x thumb

Posted 1 year ago

  • 5
  • 2
1 year ago
Photo of smayer97 (QM2007, CDN user since '92)

smayer97 (QM2007, CDN user since '92), SuperUser

  • 246,326 Points 100k badge 2x thumb
At the moment, you have to use a unique ID for each file. The only work-around that I can think of is that you can use disposable e-mail addresses to set up each unique ID. Once created, you can change each ID to use the same e-mail address. 

Quicken has stated that since they have separated from Intuit they are working on an alternative to this whole arrangement but there is no indication as to when this might be delivered.

As for the 2-line display, you may want to add your VOTE to Add option for 2-line/row display.

First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers.

While you are at it, you may want to add your VOTE to related IDEAS found on the List of Requests for User Interface Options and Features. Click on the underlined link, then follow the instructions to add your vote to more related ideas. 

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
2017-03-14T05:59:16+00:00
Photo of rossana

rossana

  • 124 Points 100 badge 2x thumb
Thank you.  This was very useful.  
2017-03-14T06:34:00+00:00
Photo of QPW

QPW

  • 340,320 Points 100k badge 2x thumb
Note that it is possible set up multiple Intuit Ids using only one email address.

Because of the way the Intuit Id is created where you have to give it as an email address, people sort of assume that is the "user Id".  But the truth is that what it does when you create a new Intuit Id, is it takes and uses the email address provided for both the user Id and the email address.

The direct link is: https://accounts.intuit.com
If you log in there you will see both your user Id and email address.  You can change either of them.
So one can change the user Id leaving the email address in place.
And now they are free to use that same email address for setting up another Intuit Id.

The actual email address can be the same on multiple Intuit Id profiles, only the user Id has to be unique.
1 year ago
Photo of John in NC

John in NC, SuperUser

  • 279,106 Points 100k badge 2x thumb
Is there a pressing reason all these accounts are in separate files and not combined into a single file?
1 year ago
Photo of New User

New User

  • 398 Points 250 badge 2x thumb
YES - they serve different purposes - and/or belong to different family members, that I manage checkbooks for. Some other are historical (though not updated often).  The reports work much better when creating them from their own files.  It works great in Quicken Windows - and files is indeed an option very similar in quicken mac, except for the implementation for creating and updating.
1 year ago
Photo of splasher

splasher, SuperUser

  • 571,544 Points 100k badge 2x thumb
If you have a gmail.com account, such as, joeschmoe@gmail.com, you can turn it into numerous email addresses with them all going to the same address, by adding to the name part.

example: joeschmoe+1@gmail.com or joeschmoe+2@gmail.com

Emails sent to any of the three examples will all show up at joeschmoe@gmail.com
2017-01-13T03:05:39+00:00
Photo of splasher

splasher, SuperUser

  • 571,544 Points 100k badge 2x thumb
BTW, it isn't restricted to just a number, joeschmoe+kids@gmail.com would also work.
1 year ago
Photo of Concordman

Concordman

  • 19,836 Points 10k badge 2x thumb
Yes Joeschmoe +N where N is the number for different emails. Strongly advise you to review discussions on the differences between QW & QM. There are major differences between these applications so make sure QM will work for your needs.

This conversation is no longer open for comments or replies.

  • 5
  • 2

Powered by Get Satisfaction