How to convert personal accts to business?

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PBiller
PBiller Member ✭
edited April 2023 in Installing and Updating (Windows)

I created my data file in Quicken Premier. Then I bought a Home & Business subscription to better meet my needs. Signed of the data file and signed in with my new Quicken ID (yes, I could have used the same one but I didn't). All the bank accounts need to be reconnected. Now I see that they are considered "Personal" accounts in Quicken, and it won't let me change the type to "Business" when I tell it to link to an existing account.

I won't be mixing personal and business so I suppose it doesn't matter. Or does it? Any downside? Any way to fix it?

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  • PBiller
    PBiller Member ✭
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    Never mind. I found the Personal/Business setting in the Account Details. Now I just have to fix all the accounts. 😓

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