How to manage Business and Rental documents in Quicken

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.

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