Quicken ID: Migrating Your Quicken Services

Product Version
Windows 2017
Windows 2016
Mac 2016
Mac 2017
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What you need to know

This checklist is a list of suggestions for you, however, it's not required; for example, if you don't use the mobile app, you don't need to sync to the Quicken Cloud.  Also, if you don't want to do any of the tasks on the list, or if the list has services that you haven't used or don't want to use in Quicken, you can skip these steps and dismiss the list with the X on the upper right of the checklist window (you may still see that tasks are due in the bar at the top of Quicken, but you can ignore this; the ability to remove these reminders will be added in a future release).  


As part of Quicken's separation from Intuit, we're changing from Intuit's authentication platform (Intuit ID) to a secure Quicken platform (Quicken ID), so you'll no longer need to use your Intuit ID with Quicken. Below are some notable changes that occur when migrating from the Intuit ID to the new Quicken ID.  We've created a checklist for you in Quicken, to make sure you can easily access your Quicken services after creating your Quicken ID.  

Migrating your Quicken Services

After you migrate your Quicken data file (dataset) to the new Quicken ID, you'll need to review some of the Quicken services you're using, and in some cases, register for these services again with your new ID:

  • Credit Score
  • LifeYield Tax Optimizer
  • Morningstar Portfolio X-ray
  • Investing.Quicken.Com


Quicken ID: Migrating Your Quicken Services

If there's a checkmark and green circle next to the task, you've already completed it.  Just go through each of the steps, and you'll be back to using Quicken as expected.

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