How to manage Business and Rental documents in Quicken

Overview

Quicken Business & Personal 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 > Properties & Tenants menu > Add Property

• Rental Property tab > Properties & Tenants menu > Show Property List

• Rental Property tab > Properties & Tenants menu > Add Tenant

• Rental Property tab > Properties & Tenants menu > Show Tenant List

• Rental Income/Receipts on the Rent Center

• Rental Expenses on Rent Center

• Rent Center > Edit Rental Property > Property Documents

• Business tab > Business Actions > Customers > Add customer...

• Business tab > Business Actions > Bills & vendor > Add a vendor...

• Tools > Address book > New/Edit > Documents tab > Attach

• 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.