Overview
With Quicken Business & Personal, managing personal and business finances in one place has never been easier! Our new business-focused reports let you separate business finances, track spending trends, and create profit-and-loss statements, tax reports, and balance sheets. If you are looking for more information about our other available reports, click here!
Form 1120-S and 1065 are not currently supported for reporting.
Business Reports Available with Quicken Business & Personal
Quicken Business & Personal provides tailored business reports based on your business accounts and business categories, with the flexibility to select your preferred accounting method for reporting.
To access reports in Quicken Business & Personal:
On your Dashboard, hover over the left panel and, under Insights, click Reports.
The reports that you will have access to with Quicken Business & Personal are:
Profit & Loss
View your business's revenue, expenses, and costs over time. If you have multiple businesses added, you can review the profit and losses for each business individually or all together.
You will have additional customizable options on the top right of the report.
Row: You can adjust the rows of your Profit & Loss report to reflect accounts, categories, payees, or tags associated with a business.
Column: Adjust the columns of your report to break down data by business usage, payees, timeframe, associated bank accounts, or tags.
Interval: You can change the time interval that is displayed in your reports. The intervals available are day, week, month, quarter, or year.
Balance Sheet
Provides an overview of your business assets and liabilities. If you have multiple businesses added, you can review the balance sheet for each business individually or all together.
Taxes
Displays the totals for your tax line items linked to your business categories over a period of time. If you have multiple businesses added, you can review the tax schedule for each business individually or all together.
Selecting a business for a report
While accessing your business reports, if you have multiple businesses added, you will see all your business data grouped together. You can set up your report to view data for one business, a mix of businesses, or all your businesses.
If you have added only one business, the usage in your reports will default to that business.
To select one or multiple businesses within your report:
On your business report, click the Usage dropdown box.
Deselect the businesses that you do not want to review.
You can also include your personal finances in your Profit & Loss and Balance Sheet reports by clicking on Personal.
Changing Accounting Method Used in Business Reports
When accessing business reports, you can switch between accrual and cash accounting based on the accounting method your business uses.
To change the accounting method used on your business reports:
On your business report, click the gear icon on the far right.
Under Accounting Method, click the method you want to use.
If you are looking for more information about our other available reports, click here!
If you have any additional questions, click on the messenger icon located on the bottom right of the page to start a chat with one of our product coaches!