Using 2 data files with Quicken 2017 Mac

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I am using Quicken 2017 for Mac and want to create a second data file for an organization separate from my home finances present file. I have that data file in 2007 format. I want to use the two Quicken data files with the same ID but I want to keep using Mobile enabled for my home finances. Is this possible and how do I do it? Creating the second file forces me to enter my ID and then tells me mobile will not work with the first file. How do I get around this? I want to keep using mobile on my home file and if necessary, not use it on the new one.
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Harold Appel

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Posted 4 months ago

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Ted Phillips

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I just enter the same quicken ID every time I change files and it updates and works fine.... I also use business and home files separately
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smayer97, SuperUser

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Technically, it means that 2 data files cannot have the same ID at the same time. The only 2 options are either as Ted said, or assign a separate ID to the second file.

Note that once and ID is created, they both CAN be set to use the SAME e-mail address, if that helps.

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
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RickO, SuperUser

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If you use the same ID on both files, you are going to want to be sure that Mobile is turned completely OFF in the 2nd file.
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John in NC, SuperUser

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I highly suggest you run every Quicken file with a unique ID.
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Harold Appel

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Thanks for this but could you elaborate. What are the advantages and disadvantages of using two different IDs? Thanks.
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RickO, SuperUser

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Just use 2 ID's. One time setup greatly reduces chance of wire getting crossed and files getting messed up.
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Harold Appel

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Thanks.
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John in NC, SuperUser

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It is obvious you cant share IDs if you had Mobile enabled on both accounts, but even with all forms of online activity/sync disabled, it is the jumping back and fourth between files that screws things up. There are services that are reset each time you re-associate the ID, and all the switching can render your account in an error state.