Upgrading Premier to Business & Personal

CowanInc

Not sure which groups to post this in, but… I have a Quicken Desktop file that has been around for many years. In fact, years ago, I used the Rental or Business & Personal version but downgraded to Premier. Now I'm upgrading back to the Business & Personal because of the Balance and P&L reports.

Anyway… I'm trying to find some articles or steps that will tell me exactly what's changed (although I do still have some rental stuff left over from before) and what I should do to take full advantage of the new B&P structure. The Getting Started Guide is a little too basic. Could someone please point me to some Getting Started resources targeted to existing users for Upgrades or Migration?

Quicken Laura

Hi @CowanInc,

Thank you for reaching out! I’m happy to help.

To learn more about the Business & Personal subscription, please review the following articles:

• https://www.quicken.com/products/classic-business-personal/
• https://www.quicken.com/support/how-quicken-classic-business-and-personal-differs-on-windows-and-mac/
• https://www.quicken.com/support/quicken-classic-improvements-in-the-last-year/

Here’s a quick overview of some key features included in Quicken Classic Business & Personal:

Business Features

• Profit & Loss statements
• Cash flow tracking
• Balance sheets
• Business income and expense tracking

Invoicing

• Create and send customized invoices
• Track invoice status (paid, unpaid, overdue)
• Accept payments (e.g., PayPal integration)
• Accounts Receivable (A/R) tracking

Rental Property Management

• Track income and expenses by property
• Manage tenants, lease terms, deposits, and rent payments
• Property-level reporting

Tax Tools

• Built-in Schedule C and Schedule E reports
• Automatic tracking of tax-related transactions
• Export tax data for filing
• Mileage tracking for deductions

Reporting & Insights

• Customizable financial reports
• Business reports such as Profit & Loss, cash flow, and tax reports
• Dashboards with financial overviews
• Trend analysis over time

Please feel free to reach out if you have any additional questions.