Overview
The Quicken Business & Personal mobile app helps you manage your business on the go, featuring tools such as expense tracking, invoicing, and tax report generation.
Note: Payable and Receivable accounts cannot be deleted once created, even if you later downgrade to Quicken Simplifi. This behavior is intentional and will remain unchanged.
Adding a Business using the Mobile App
When you first open Quicken Business & Personal on the mobile app, the Getting Started process will guide you through setup.
Tap on the Getting Started button.
Enter your full name and zip code or postal code.
Tap Continue.
Press + Add a business.
Enter your business information:
The name of your business.
The industry type.
How your business is structured.
Examples: Sole proprietor, LLC single member, LLC multi-member
Assign a color to identify your business in dashboards.
Choose an accounting method to determine how income will be calculated in the Client & Project section.
Cash Basis: Records revenue when cash is received and expenses when cash is paid out.
Accrual Basis: Records revenue and expenses only when services have been rendered, even if unpaid.
The business email address.
Optional: Upload a business logo to appear on invoices and credit memos.
Logos must be PNG or SVG format, no larger than 2 MB, and a maximum size of 225 x 100 pixels.
Tap Continue.
Select the tax form that your business files with the IRS and click Continue.
Important: Form 1120-S and Form 1065 are not supported for tax reporting.
After adding your first business, click + Add another business to add another, or select Continue to begin adding your accounts.
Adding a Business Account using the Mobile App
Tap Continue to add your bank accounts.
Search your bank's name in the search bar, or if your bank is listed under Popular financial institutions, click its logo.
Once your bank is selected, a message will appear regarding consent.
Press Continue.
Enter the User ID and Password used to sign in to your bank's website, then tap Link Account.
If prompted, follow the multi-factor authentication steps from your bank.
Quicken Business & Personal will locate the accounts associated with your login and display their names and types.
While adding your bank accounts, you're able to associate a bank account with a business. To assign a bank account to a business:
Tap the account you want to associate with a business.
In the Account Purpose dropdown, select the related business.
Tap Update and then press Confirm.
After your accounts are connected, Quicken Simplifi will review them for Recurring Transactions.
Once complete, the accounts will display in your Accounts List.
Note: A bank account can only be associated with one business.
Adding Additional Businesses to Mobile
If you skipped creating a business during the Getting Started process or want to add another one, you can do so by:
Tap the Menu (three-line icon) in the upper left.
Press Settings.
Tap Businesses.
On the upper right of the screen, tap on the plus (+) icon.
Enter your business information:
The name of your business.
The industry type.
How your business is structured.
Examples: Sole proprietor, LLC single member, LLC multi-member
Assign a color to identify your business in dashboards.
Choose an accounting method to determine how income will be calculated in the Client & Project section.
Cash Basis: Records revenue when cash is received and expenses when cash is paid out.
Accrual Basis: Records revenue and expenses only when services have been rendered, even if unpaid.
The business email address.
Optional: Upload a business logo to appear on invoices and credit memos.
Logos must be PNG or SVG format, no larger than 2 MB, and a maximum size of 225 x 100 pixels.
Tap Continue.
Select the tax form that your business files with the IRS and click Continue.
Important: Form 1120-S and Form 1065 are not supported for tax reporting.
Customizing your Account List
Once you've added your business to Quicken Business & Personal, you can customize the display order of your business and personal accounts in the Account List.
To rearrange your Account list:
Tap the Menu (three-line icon) in the upper left.
Select Accounts.
In the upper right, press the three-dot icon.
Tap Customize account list.
Press and drag to reorder your personal and business accounts.
Choose Save.
Learn more about how to manage your business accounts.
For additional support, click the messenger widget in the bottom-right corner to chat with a product coach.