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

skierchick65

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

J_Mike

All accounts, persona; and business, will be available in Deluxe.
Business accounts will convert to asset or liability accounts.

UKR

skierchick65 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.

J_Mike

All accounts, persona; and business, will be available in Deluxe.
Business accounts will convert to asset or liability accounts.

UKR

skierchick65 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.

skierchick65

UKR said:

skierchick65 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

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

skierchick65 said:

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.

Chris_QPW

The thing to understand is there is only one "Quicken program".
It is the subscription license that tells Quicken what features to show you.

skierchick65

I'm confused.. why is am I still seeing the Deluxe version after I upgraded to the Business and Home version? 

Chris_QPW

skierchick65 said:

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.

skierchick65

got it, thanks