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, click the three-line icon in the upper left.
Tap Settings.
Under Settings, click 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 click 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, click the Settings gear icon in the lower left of the screen.
Under Settings, click on the Business tab.
On the far right hand side of the the business you want to edit, click on the three dot icon.
Click Set as primary business.
Click Update.
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!