How to manage Business and Rental documents in Quicken

Product Version

Business

Deluxe

Premier

Starter

Overview

Quicken Home & Business allows you to store and manage your documents related to tenants, properties, businesses, customers, vendors, and projects.

Information

You can upload and manage documents from these areas of Quicken:

Rental Property tab > Property & Tenants menu > Add Property
Rental Property tab > Property & Tenants menu > Show Property
Rental Property tab > Property & Tenants menu > Add Tenant
Rental Property tab > Property & Tenants menu > Show Tenants
Rental Income/receipts on the Rent Center
Rental Expenses on Rent Center
Business tab > Business actions > Customers > Add Customer
Business tab > Business actions > Bills & Vendor > Add a Vendor
Tools > Address book for customers and vendors
Business tab
Project/Job list

Each of these modules give you the ability to attach related documents. For example, to upload a document related to your customer, while adding the customer, click on the Documents tab > Attach and select the appropriate document from your desktop.

How to manage Business and Rental documents in Quicken

Last updated: 11/30/2021 Article ID: GEN00515

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How to manage Business and Rental documents in Quicken

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How to manage Business and Rental documents in Quicken

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