Quicken Simplifi

With Quicken Business &amp; Personal, you can link bank accounts and transactions to your business to stay organized effortlessly!

A bank account cannot be associated to multiple businesses.

Associating a bank account with a business

On your Dashboard, on the bottom left side of the screen, click on the Settings gear icon.

Under Settings, click on Accounts.

Under Accounts, find the account to associate with a business and click the three-dot icon on the far right.

In the Account Purpose dropdown, select the business to associate with the account.

1. On your Dashboard, on the bottom left side of the screen, click on the Settings gear icon.
2. Under Settings, click on Accounts.
3. Under Accounts, find the account to associate with a business and click the three-dot icon on the far right.
4. Click Edit account.
5. In the Account Purpose dropdown, select the business to associate with the account.
6. Click Update.

On your Dashboard, on the top left side, click on the three lined icon.

Under Settings, click Accounts.

Under Accounts, find the account to associate with a business and click the three-dot icon located to the right of the account.

Click Account Purpose and select the business you want to associate with the account.

1. On your Dashboard, on the top left side, click on the three lined icon.
2. Click Settings.
3. Under Settings, click Accounts.
4. Under Accounts, find the account to associate with a business and click the three-dot icon located to the right of the account.
5. Click Edit Account.
6. Click Account Purpose and select the business you want to associate with the account.
7. Click Update.

After associating a bank account with a business

After associating a bank account with a business, you will see the account grouped with your business on your dashboard. On mobile, tap the three-line icon on the top left and select Accounts.

With Quicken Business &amp; Personal, you can associate transactions with a business instead of linking a bank account.

Hover over the left side of the Dashboard and click Transactions.

Locate the transaction you want to associate with your business.

Click the Usage Type icon to the left of the transaction's category.

Select the business you want to associate your transaction with.

Choose a business category for the transaction.

1. Hover over the left side of the Dashboard and click Transactions.
2. Locate the transaction you want to associate with your business.
3. Click the Usage Type icon to the left of the transaction's category. 
4. Select the business you want to associate your transaction with. 
5. Choose a business category for the transaction.

On your Dashboard, click the three-lined icon in the top-left corner.

Find the transaction you want to associate with your business and click on it.

Click the Usage Type icon to the left of the transaction's category.

Choose the business to associate with the transaction.

Select a business category for the transaction.

1. On your Dashboard, click the three-lined icon in the top-left corner. 
2. Select Transactions. 
3. Find the transaction you want to associate with your business and click on it.
4. Click the Usage Type icon to the left of the transaction's category.
5. Choose the business to associate with the transaction.
6. Select a business category for the transaction.
7. 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!

Learn how to associate and manage bank accounts and transactions with your business.

Overview

Associating a bank account with a business

After associating a bank account with a business

Web

Mobile

Linking a Transaction to a business