Migrating from Quicken Canada 2015 Home & Business to Quicken Deluxe Subscription

opq

Hi folks,

I've settled on a Quicken Deluxe subscription and would like to migrate my old Quicken Canada 2015 install and data over.

After activating my subscription and installing via the Quicken Canada Windows installer, it seems to find my Quicken Data file OK, but when I log in via the Quicken Canada Windows app, it then asks me for an activation code, and the top left says "Quicken Home & Business" and my Quicken account web page says I have a Deluxe subscription.

I didn't see a choice to download the different versions of Quicken (Deluxe, Home & Business)... but just a US Windows and a Canada Windows link. How do I downgrade to Deluxe from Home & Business? Thanks!

Chris_QPW

You certainly should be able to use both Windows and Mac.  I noticed this other thread about the same problem and wonder if something similar is happening.

https://community.quicken.com/discussion/7874935/downgrading-home-business-to-deluxe-not-recognised#latest

Did you purchase from the Canadian website?

Chris_QPW

That would be it.  They are different products.

On Mac the "relationship" is a bit different.  Quicken Mac US can download from both US and Canadian financial institutions.  And I would have to assume the same would be true of Quicken Mac Canadian since it is the same program with just some different settings that are suppose to work better for Canadian users.

On the Windows side the two are very different, they aren't even the same program (they come from the same code base, but are "branched" off, with different version numbers).  And the US version can only download from US financial institutions, and the Canadian version can only download from Canadian financial institutions.  There is a tiny bit of overlap, but it seems to only be because of financial institutions that service both from the same location.

Chris_QPW

There isn't a choice on what edition (Deluxe, Home & Business, ...) because it is all just one program.  It is the license/subscription that decides what edition/features to show you.

Try this:

Edit -> Preferences -> Quicken ID & Cloud Accounts -> Sign in as a different user -> yes

Sign in again with your Quicken Id and password.

opq

Thanks Chris!

Unfortunately while in Quicken's "Activate Quicken" full screen dialog, I only have File and Help at the top, no Edit.

I tried using Chat Support too. I was chatting with Carlos, after reinstalling Quicken using the download link he provided, and even creating a new Test.qdf...

opq

(Sorry hit enter too soon)

Even when creating a new Test "Test.qdf" file when I log on using my Quicken ID, it asks me to Activate Quicken.

Chris_QPW

When you do Help -> About Quicken, what does it say about your subscription.  Is it active? (I'm guess not)

For a subscription problem like this only Quicken support can fix it.

opq

Help > About only shows:

Quicken
Year: 2020
Version: R25.22
Build: 27.1.25.22
Edition: Canada

... and my chat session with Quicken Support got disconnected (it said they disconnected) and so now I have to wait again to get connected.

It seems like it's having issue activating both on Windows and Mac. Seeing as others on the Community have that setup, I'm guessing that shouldn't be an issue, right?

Chris_QPW

You certainly should be able to use both Windows and Mac.  I noticed this other thread about the same problem and wonder if something similar is happening.

https://community.quicken.com/discussion/7874935/downgrading-home-business-to-deluxe-not-recognised#latest

Did you purchase from the Canadian website?

opq

This must be it, thanks Chris!

I bought from the US website, and on my Mac I'm using the "US version" (though it seems to just be the same version). Guess you can't use one subscription to get both US and Canada.

Chris_QPW

That would be it.  They are different products.

On Mac the "relationship" is a bit different.  Quicken Mac US can download from both US and Canadian financial institutions.  And I would have to assume the same would be true of Quicken Mac Canadian since it is the same program with just some different settings that are suppose to work better for Canadian users.

On the Windows side the two are very different, they aren't even the same program (they come from the same code base, but are "branched" off, with different version numbers).  And the US version can only download from US financial institutions, and the Canadian version can only download from Canadian financial institutions.  There is a tiny bit of overlap, but it seems to only be because of financial institutions that service both from the same location.