Overview
Many small business owners and self-employed professionals struggle to keep personal and business finances organized. This can make it difficult to understand business performance, prepare for tax time, or make informed financial decisions.
Quicken Business & Personal includes business-focused reports designed to help you track income and expenses, monitor profitability, and review tax-related information. These reports help you generate profit & loss statements, tax reports, balance sheets, and more—giving you a clear picture of your business finances.
Note: This article focuses specifically on business reports. For general information on reports, see:
General report information:
Filtering, customizing, and saving reports:
Printing and exporting reports:
Note: Forms 1120-S and 1065 are not currently supported for reporting.
Types of Business Reports
Quicken Business & Personal includes business-focused reports built from your business accounts and business categories, with the flexibility to choose your preferred accounting method for reporting.
Profit & Loss: The Profit & Loss report displays your business income, expenses, and overall profitability over time. You can view results for a single business or combined business results, and you can also include your personal finances in this report.
Balance Sheet: The Balance Sheet report displays your business assets and liabilities, helping you understand your overall financial position. You can view results for a single business or combined business results.
Taxes: The Taxes report displays totals for tax line items linked to your business categories over a selected time period. You can view tax information for a single business or combined business results, and you can also include your personal taxes in this report.
For information on other report types, see Types of Reports on the Web App or Types of Reports on the Mobile App.
Note: The Balance Sheet report is available only for the current year.
Change Report Usage
If you have multiple businesses, you can run reports for an individual business or, in supported reports, view combined results across all businesses.
With the exception of the Balance Sheet report, business reports can include your personal finances.
Instructions for Web
At the top-left of the report, click the Usage menu.
Select the set(s) of finances you want to view.
Instructions for Mobile
At the top-left of the report, tap the Usage menu.
Select the set(s) of finances you want to view.
Change Report Accounting Method
When viewing reports in Quicken Business & Personal, you can choose which accounting method to use:
Accrual: Records income when it is earned and expenses when they are incurred.
Cash: Records income when payment is received and expenses when they are paid.
Instructions for Web
Click the gear icon to the upper-right of the report table.
Select which accounting method you prefer.
Instructions for Mobile
Tap the edit report icon in the upper left.
Under Account method, select which accounting method you prefer.Print a business report
If you need additional help using business reports in Quicken Business & Personal, our Support Team is happy to help!