Upgrading Premier to Business & Personal
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?
Comments
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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:
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.
Quicken Laura
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