Overview
Welcome to Quicken Business & Personal! During your initial sign-in, Quicken Business & Personal will ask you a few questions about your personal finances and business finances.
This article covers the complete setup process for Quicken Business & Personal: adding your business, linking bank accounts, confirming bills and income, and navigating the main menu.
Note: Your screen might look different depending on whether you’ve already added accounts or dismissed onboarding messages. The options listed below appear in all setups.
Step One: Add Your Business
When you log into Quicken Business & Personal, you’ll first be prompted to add your business.
To add your business, follow the steps below:
Click the blue Getting Started button.
Enter your first and last name and zip code.
Canadian users: Enter your postal code instead of a zip code.
Click Next.
Provide the following information about your business:
Business name.
Industry type (Retail, Legal, Rental Property, etc).
How your business is structured (Sole Proprietor, Single-Member LLC, Multi-Member LLC).
Assign a color to your business.
Select an accounting method to determine how client income will be calculated.
Cash Basis (Default): Records income when a payment is received and expenses when money is paid out.
Accrual Basis: Records income and expenses only when services have been rendered, even if unpaid.
Email address associated with your business.
(Optional) Upload your business logo to appear on your invoices and credit memos.
The uploaded file should be PNG or SVG format, no larger than 2MB, and sized at 225 W x 100 H pixels.
Click Continue.
Select the tax form that your business files with the IRS and click Continue.
Forms 1120-S and 1065 are not supported.
After adding your first business:
If you need to add another business, click + Add Another Business.
If not, click Next to start adding your accounts.
Step Two: Add and Link Your Business Banking Accounts
After you've added your business, you will want to add your accounts to Quicken Business & Personal. While adding your accounts, you will also be able to link an account to a business.
To add and link your accounts to a business, follow these steps:
Click Add Account on the Add Account pop-up.
Search for your bank’s name in the search bar, or click its image if listed under Popular Banks.
To add an unconnected account, click Add Manual Account at the bottom.
Once you've selected your bank, you'll see a message regarding consent. Click Continue.
Enter the user ID and password you use to sign into your bank's website, then click Continue.
Follow any authentication steps sent from your bank.
Quicken Business & Personal will locate the account(s) associated with your bank's login and display the account name and type.
Click the Usage Type dropdown and select the business you want to associate with this account.
If the account is for personal use, select Personal from the dropdown field.
After making your selections, click Add to continue with the Getting Started process.
A bank account cannot be associated with more than one business.
After linking your business bank account(s) to your business, continue to add other accounts that you wish to track, or click Continue.
Step Three: Confirm Your Bills and Income
After adding your accounts, Quicken Business & Personal will prompt you to enter your expected bills and income. It will automatically review your downloaded transactions and present a list of potential recurring items.
To include or exclude a recurring bill or income:
Select or deselect items to include using the checkmarks next to each bill or income.
Add any missing recurring items using the checkmarks next to each bill or income.
If you miss a bill or income transaction during setup, don’t worry—you can add or edit them anytime.
After confirming your recurring bills and income, you'll be taken to the Dashboard.
Using Quicken Business & Personal
In Quicken Business & Personal, we strive to make things simple. The main menu on the left sidebar gives you quick access to the key tools you need to manage your finances. Here’s a quick overview of the menu options. If you'd like to learn more about any feature, click its blue name, and it’ll open an article with additional details:
Dashboard: The Dashboard provides a quick snapshot of your finances.
Transactions: Review and organize your accounts and transactions.
Invoices: Create and manage invoices and payments.
Spending Plan: See upcoming bills and what’s left to spend.
Savings Goals: Track your progress toward savings goals.
Bills & Income: View what’s coming in and going out.
Planning Tools: Explore different savings scenarios for your retirement.
Investments: Check how your holdings are performing.
Watchlist: Create and manage mini-budgets for specific spending areas.
Reports: View in-depth reports of your financials.
Refresh: Update your accounts to bring in any new transactions.
Notifications: See recent alerts.
Help Center: Search support articles or contact a support agent.
Settings: Manage your Accounts, Categories, Recurring Transactions, Notification settings, and Transaction Rules.
Profile: Sign Out option, access our Community, check out your Achievements, and manage your Quicken account.
Frequently Asked Questions
Find the answers to frequently asked questions for this topic!
Can I erase my data and start over again?
Can I erase my data and start over again?
While Quicken Business & Personal does not have a feature that will delete all of your data, you can manually delete all of your accounts to start over. Our support article here has more details!
If you need any assistance with Getting Started in Quicken Simplifi, please don't hesitate to reach out to our support team!