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Quicken Mac Business & Personal offers a new set of business of business income and expense categories that you can find in the in the Categories window. Moving Moving forward, Quicken will automatically assign these new business categories to downloaded transactions as well. If you would like to include historical business data in the new business reports and dashboard, click Migrate Business Categories to review and migrate your existing categories to the new business type.
In the Migrate Business Categories window:
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This step is only necessary if you previously used Quicken for Mac to track your business transactions.
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If you have just upgraded to B&P, another way to migrate your categories is to visit the Learning Center, and go through the Manage Business slides. As part of your introduction to the new features, you'll get to migrate your categories. |
- Go to the Window menu and select Categories.
- Go to the three-dot menu at the bottom of the screen and select Migrate Business Categories.
- Review the list of categories and suggested Action. Make any changes you need to make. If you need to add more categories to the list click , click Select More Categories in the bottom left
- Select any categories you have been using for business purposes, then click OK.
- . This can be the case if you were previously tracking business transactions with non-business categories such as Other Income or Rental Income.
- Choose the appropriate Action for each category in the column on the right.
- Select Migrate.
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More Information
Merging old with new: If you want to blend your old categories with the new system, you might want to do this manually. This gives you control and ensures the smoothest transition.
Spotting the difference: Post-upgrade, real business categories will carry use Business Expense, while the older ones will simply be tagged Expensebe tracked using the new parent categories Business Expenses and Business Income.
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Keeping your data: Even if you decide to downgrade, all your data stays intact. Your business categories will still be there, but they won't have those specialized business functions. What Premier users should know: After downgrading, Premier users won't be able to craft new business categories. Also, those handy business reports? Those will be off-limits too. Some points to consider:
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