Overview
Welcome to Quicken Business & Personal! This article covers the Getting Started process. During your initial sign-in, Quicken Business & Personal will ask you a few questions about your personal finances and business finances.
Note: To proceed with the Getting Started process and access Quicken Business & Personal, you must add an account. If you prefer to add a manual account instead of connecting one, you can learn how to do that here.
Step One: Adding 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.
Examples: Retail, Legal, Rental Property, etc.
How your business is structured.
Examples: 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 within your Clients & Projects.
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.
Tax reporting for Form 1120-S and Form 1065 is 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.
If you choose the Skip option during the Add a Business step in the Getting Started process, you can add it later once set up is complete. Click here for the needed steps.
Step Two: Adding and Linking 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:
On the Add Account pop-up, click Add Account.
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."
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 multi-factor 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.
To associate an account with a business, click the dropdown next to the account and select the desired business from the list.
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. You can deselect any of the suggested transactions or add additional ones as needed.
This information is used to create Recurring Transactions, which help build your monthly Spending Plan and Projected Cash Flow. This helps Quicken Business & Personal better predict your future balances.
If you miss a bill or income transaction during setup, don’t worry—you can add or edit Recurring Transactions anytime through the Settings menu.
After confirming your recurring bills and income, you'll be taken to the Dashboard.
Step Four: Using Quicken Business & Personal
In Quicken Business & Personal, we strive to make things simple—including navigation. So here’s a quick breakdown of the Menu options:
Dashboard: Think of this as your home page—each time you sign in, you'll land here. The Dashboard provides a quick snapshot of your finances.
Transactions: Where you can find your accounts and manage your transactions.
Invoices: Create, send, and manage invoices, track payment status, and stay up to date on what you're owed.
Spending Plan: Review your Bills and Income, as well as other planned expenses, to determine what you have left to spend for the month.
Savings Goals: Manage your Savings Goals and see how close you are to that new car or summer vacation!
Bills & Income: View upcoming bills and income.
Planning Tools: Explore different savings scenarios for your retirement.
Investments: Check how your holdings are performing.
Watchlist: Create and manage mini-budgets that help you track and monitor specific spending areas.
Reports: View in-depth reports of your financials.
Refresh: Update your accounts to bring in any new transactions.
Notifications: Displays recent messages that you've received.
Help Center: Search Support Articles or access one of our available Quicken Business & Personal Coaches!
Settings: Manage your Accounts, Categories, Recurring Transactions, Notification settings, and Transaction Rules.
Profile: Here, you can sign out of Quicken Business & Personal, access our Help Articles and Community, check out your Achievements, and manage your Quicken Account.
Frequently Asked Questions
Learn 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!
Payable and Receivable accounts cannot be deleted in Quicken Business & Personal—even if you downgrade to Quicken Simplifi. This feature is by design and will not be changed in the future. For more information on managing your business, click here.
If you need any assistance with Getting Started in Quicken Business & Personal, our Coaches are happy to help! Click here to learn how to contact us!