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Managing business accounts

Learn to edit business details in Quicken Business & Personal.

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Written by Paco
Updated over 2 weeks ago

Overview

With Quicken Business & Personal, you can easily manage your business details like its structure, and tax forms.

Editing Business Details

If you made a structural change in your organization, updated your business's contact information, or changed your business's name, Quicken Business & Personal has you covered.

You Can Edit Your Business's Details by:

Web

  1. On your Dashboard, click the Settings gear icon at the bottom left of the screen.

  2. Under Settings, click on the Business tab.

  3. On the far right of the business you want to edit, click the three-dot icon.

  4. Click Edit Business.

  5. Review your business's details and make edits as needed.

  6. Click Save.

Mobile

  1. On your Dashboard, click the three-line icon at the top left.

  2. Click Settings.

  3. Under Settings, click Businesses.

  4. Click on the business that you want to edit.

    1. You can also click the three-dot icon on the right of the business and select Edit Business.

  5. Edit the business's 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

  1. On your Dashboard, click the Settings gear icon at the bottom left of the screen.

  2. Under Settings, click on the Business tab.

  3. On the far right of the business you want to edit, click the three-dot icon.

  4. Click on Set as primary business.

Mobile

  1. On your Dashboard, click the Settings gear icon at the bottom left of the screen.

  2. Under Settings, click on the Business tab.

  3. On the far right hand side of the the business that you want to edit, click on the three dot icon.

  4. Click Set as primary business.

  5. Click Update.

For any additional questions, click on the messenger widget on the bottom right side of the screen to speak to one of our product coaches!

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