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Getting Started with Quicken Business & Personal

Learn how to set up Quicken Business & Personal to fit your financial needs.

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Written by Paco

Overview

Welcome to Quicken Business & Personal! This guide walks you through the initial setup process, including adding your business, connecting your accounts, confirming recurring bills and income, and becoming familiar with the main navigation.

Note: Your screen may look slightly different depending on whether you've already added accounts or dismissed onboarding prompts. However, the options described below are available in all setups.

Step One: Add Your Business

When you first sign in to Quicken Business & Personal, you'll be prompted to add your business.

To add your business, follow the steps below:

  1. Click Getting Started.

  2. Enter your first name, last name, and ZIP code.

    • Canadian users: Enter your postal code instead of a ZIP code.

  3. Click Next.

  4. Enter your business information, including:

    • Business name

    • Industry

    • Business structure

    • Business color

    • Accounting method

    • Business email address

    • (Optional) Business logo

  5. If you choose to upload a logo, it must:

    • Be in PNG or SVG format.

    • Be no larger than 2 MB.

    • Measure 225 × 100 pixels.

  6. Click Continue.

  7. Select the tax form your business files with the IRS, then click Continue.

    • Note: IRS Forms 1120-S and 1065 are not currently supported.

  8. If you'd like to add another business, click + Add Another Business and repeat the setup process.

  9. Otherwise, click Next to continue adding your accounts.

Step Two: Add and Link Your Business Banking Accounts

After adding your business, the next step is to connect your financial accounts to Quicken Business & Personal. During this process, you can also assign each account to the appropriate business.

To add and link your accounts to a business, follow these steps:

  1. Click Add Account in the Add Account pop-up.

  2. Search for your financial institution.

    • To add an account manually, click Add Manual Account at the bottom of the window.

  3. Review the consent message, then click Continue.

  4. Enter the user ID and password you use to sign in to your financial institution, then click Continue.

  5. Complete any additional authentication steps required by your financial institution.

  6. When your accounts are displayed, select a Usage Type for each account:

    • Choose your business to associate the account with it.

    • Select Personal for personal accounts.

  7. Click Add to continue.

Note: A financial account can only be associated with one business at a time.

After linking your business account(s), continue adding any other accounts you want to track, or click Continue to proceed.

Step Three: Confirm Your Bills and Income

After adding your accounts, Quicken Business & Personal will prompt you to review your Bills & Income. It automatically scans your downloaded transactions and suggests recurring bills and income for you to confirm.

To include or exclude a recurring bill or income:

  1. Select or clear the checkbox next to each suggested bill or income item to include or exclude it.

  2. Add any missing recurring bills or income as needed.

If you skip a recurring bill or income item during setup, you can add or edit it at any time.

After confirming your recurring bills and income, you'll be taken to the Dashboard.

Using Quicken Business & Personal

Quicken Business & Personal is designed to make managing your finances simple. The left navigation menu provides quick access to the tools you use most. Below is a brief overview of each menu option. To learn more about a feature, click its blue name to open the corresponding Help article.

  • Dashboard: Is your home page in Quicken Simplifi. Each time you sign in, you'll be taken there automatically, giving you a quick overview of your finances.

  • Transactions: View your accounts and manage transactions.

  • Net Worth: Provides a snapshot of your overall financial position by showing your assets and liabilities in one place.

  • Clients & Projects: Track income and expenses by client or project.

  • Sales & Billing: Manage invoices, estimates, receipts, and your products and services.

  • Mileage: Track mileage from multiple vehicles for business or personal purposes.

  • Tax Planner: Helps you plan your quarterly estimated tax payments.

  • Spending Plan: View your bills, income, planned expenses, and the amount you have available to spend for the month.

  • Savings Goals: Set savings goals and track your progress as you work toward them.

  • Bills & Income: View your upcoming bills, income, and other recurring transactions.

  • Planning Tools: Explore retirement savings scenarios and see how different choices may affect your future finances.

  • Investments: Check how your holdings are performing.

  • Watchlist: Create and manage spending targets to help track and monitor specific categories of expenses.

  • Reports: View detailed information about your spending, income, and overall finances.

  • Refresh: Update your accounts to download the latest transactions.

Navigation menu

In the upper-right corner of Quicken Simplifi, you'll find several important icons that provide quick access to key features and settings.

Frequently Asked Questions

Find the answers to frequently asked questions for this topic!

Can I erase my data and start over again?

Quicken Business & Personal doesn't currently offer an option to delete all of your data at once. If you'd like to start over, you can manually delete your accounts. For step-by-step instructions, see our support article here.

If you have any questions or need help getting started with Quicken Business & Personal, please contact our support team.

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