Overview
With Quicken Business & Personal, you can easily manage business details such as structure and tax forms.
Before You Begin
Be aware that Payable and Receivable Accounts CANNOT be deleted once created within Quicken Business & Personal. This applies to versions of Quicken Business & Personal downgraded to Quicken Simplifi too. The feature is intended and will not be changed in the future.
Editing Business Details
If you made a structural change in your organization, updated your business contact information, or changed your business name, Quicken Business & Personal has you covered.
Edit Your Business Details
Web
On your Dashboard, click the Settings gear icon at the lower left of the screen.
Under Settings, click on the Business tab.
On the far right of the business you want to edit, click the three-dot icon.
Click Edit Business.
Review your business's details and make edits as needed.
Click Save.
Mobile
On your Dashboard, tap the three-line icon in the upper left.
Tap Settings.
Under Settings, tap Businesses.
Tap the business you want to edit.
You can also tap the three-dot icon to the right of the business and select Edit Business.
Edit the business details and tap Update.
How to Set a Business as Your Primary Business (If You Have Multiple Businesses)
Setting a primary business marks it as your main one, but this is purely cosmetic and doesn't affect how it interacts with other features.
To set a business as your primary business:
Web
On your Dashboard, click the Settings gear icon at the lower left of the screen.
Under Settings, click on the Business tab.
To the far right of the business you want to edit, click the three-dot icon.
Click Set as primary business.
Mobile
On your Dashboard, tap the Settings gear icon in the lower left of the screen.
Under Settings, tap on the Business tab.
On the far right hand side of the the business you want to edit, tap on the three-dot icon.
Tap Set as primary business.
Tap Update.
How to Add a Business Logo to an Existing Business
With Quicken Business & Personal, you can upload your unique business logo and have it automatically applied to all customer invoices and credit memos.
Note: Business logo files need to be PNG or SVG, and no larger than 2MB and 225 W x 100 H pixels.
Web
Hover over the left-hand menu and select Settings.
Under Settings, click Businesses.
On the far right hand side of the business you want to edit, click on the three-dot icon.
Click Edit business.
Click on the blue Upload button in the Upload logo field.
Navigate to and select your desired business logo image file and click Open.
The Upload logo field will display a preview of the image.
Note: If you would like to remove the uploaded file, click the small X to the right of the image.Click Save when you are satisfied with the upload.
Mobile
Tap the Menu icon (three line symbol) in the upper left of the screen.
Tap Settings.
Tap Businesses.
Tap the three dots to the right of the applicable business and tap Edit business.
Tap Upload logo.
Choose Library or Camera and select a photo. If you need to delete the image, tap the X to the right of the image in the upload logo field.
Tap Update when you are satisfied with the upload.
For any additional questions, click on the messenger widget on the lower right side of the screen to speak to one of our product coaches!