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I am looking for the info. about the Quicken offer we had at the conference and to see if anyone followed through and set it up? Did you have Quicken previously and switched to their offer? Contact we had at the conference to reach out to?
Thanks,
Rich
I did it and it is great! I used the code that was provided to conference participants in an email. In turn, I upgraded to Quicken 2018 and now have access to wonderful customer support. I’m not sure if the code expired by now; you may want to check with the AADMM office about that.
Natalie – how have you managed multiple clients. Isn’t a subscription service? Do you need a different subscription for each client?
The subscription is mine on my computer. You can have different accounts under the file tab and manage people separately that way. Or you can have your personal accounts and your business account listed separately under different files. I use Quicken Home and Business; not sure if there is a difference with other Quicken products. Hope this makes sense.
Sounds similar to the way we do it now. Thank you for the information!
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