I want to upgrade from Deluxe to Home and Business. Will my accounts automatically transfer?

If I upgrade from Deluxe to Home & Business, will my personal accounts automatically transfer to new version?

Best Answers

  • J_Mike
    J_Mike SuperUser ✭✭✭✭✭
    Answer ✓
    All accounts, persona; and business, will be available in Deluxe.
    Business accounts will convert to asset or liability accounts.
    QWin & QMac (Deluxe) Subscription
    Quicken user since 1991

  • UKR
    UKR SuperUser ✭✭✭✭✭
    Answer ✓
    If I upgrade from Deluxe to Home & Business, will my personal accounts automatically transfer to new version?

    Yes. You can keep using the same Quicken data file you have used with the Deluxe edition.
    BTW, there's no need to purchase new software and/or reinstall Quicken if you currently use the up-to-date Quicken Subscription (2020) Deluxe edition. Just logon to your account at quicken.com, select "Change Plan" and complete the upgrade procedure.
    Next time you start Quicken, your already installed software should have the HB&R feature enabled. Check by selecting Help / About Quicken.

Answers

  • J_Mike
    J_Mike SuperUser ✭✭✭✭✭
    Answer ✓
    All accounts, persona; and business, will be available in Deluxe.
    Business accounts will convert to asset or liability accounts.
    QWin & QMac (Deluxe) Subscription
    Quicken user since 1991

  • UKR
    UKR SuperUser ✭✭✭✭✭
    Answer ✓
    If I upgrade from Deluxe to Home & Business, will my personal accounts automatically transfer to new version?

    Yes. You can keep using the same Quicken data file you have used with the Deluxe edition.
    BTW, there's no need to purchase new software and/or reinstall Quicken if you currently use the up-to-date Quicken Subscription (2020) Deluxe edition. Just logon to your account at quicken.com, select "Change Plan" and complete the upgrade procedure.
    Next time you start Quicken, your already installed software should have the HB&R feature enabled. Check by selecting Help / About Quicken.
  • UKR said:
    If I upgrade from Deluxe to Home & Business, will my personal accounts automatically transfer to new version?

    Yes. You can keep using the same Quicken data file you have used with the Deluxe edition.
    BTW, there's no need to purchase new software and/or reinstall Quicken if you currently use the up-to-date Quicken Subscription (2020) Deluxe edition. Just logon to your account at quicken.com, select "Change Plan" and complete the upgrade procedure.
    Next time you start Quicken, your already installed software should have the HB&R feature enabled. Check by selecting Help / About Quicken.
    What if I have Deluxe 2018 online subscription? I just changed my plan, do I need to now download the Home and Business, and if so, how do I transfer file from Deluxe to the upgraded version?
  • UKR
    UKR SuperUser ✭✭✭✭✭
    If you have kept up with your subscription and renewed every year, 2018 -> 19 -> 20, there's no need to re-download and reinstall the software. You already have the complete software on your computer. It's the subscription plan in effect which tells your computer which features of Quicken to enable.
    As to your data file, after you have restarted Quicken and seen your new H&B features enabled, keep using the same file you did with Deluxe. No conversion needed.
  • thecreator
    thecreator SuperUser ✭✭✭✭✭
    What if I have Deluxe 2018 online subscription? I just changed my plan, do I need to now download the Home and Business, and if so, how do I transfer file from Deluxe to the upgraded version?
    Hi @skierchick65 ,

    Under Help, click Check Membership Status. You do not need to reinstall the product.

    You may have Deluxe 2018 online subscription, but click Help / About Quicken to find what exactly is installed. The latest is R30.21 or R30.5 on Stage Release.

    thecreator - User of Quicken Subscription R40.21  USA & Quicken 2017 HBRP R20.6 USA
                       Windows 10 Pro 32-Bit Build 19044.1706                   
                       Windows 10 Pro 64-Bit Build 19044-1706 Lost Windows 11.
                      also  Windows 10 Pro 64-Bit Build 19044.1645
    View: https://community.quicken.com/discussion/7859218/work-with-copies-of-your-actual-quicken-data-files/p1?new=1

  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    The thing to understand is there is only one "Quicken program".
    It is the subscription license that tells Quicken what features to show you.
    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
  • I'm confused.. why is am I still seeing the Deluxe version after I upgraded to the Business and Home version? 
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    I'm confused.. why is am I still seeing the Deluxe version after I upgraded to the Business and Home version? 
    Try this.
    Edit -> Preferences -> Quicken ID & Cloud Accounts -> Sign in as a different user

    Sign out and back in with the same account.  Hopefully it will pick up the new subscription information.

    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
  • got it, thanks
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