Overview
The Quicken Business & Personal mobile app helps you run your business from anywhere. You can track expenses, create invoices, and view tax reports.
Note: Once you create Payable or Receivable accounts, you can’t delete them (even if you downgrade to Quicken Simplifi). This is expected behavior and cannot be changed.
Adding a Business using the Mobile App
To add a business using the Quicken mobile app, follow these steps:
Tap the Menu (three-line icon).
Tap Settings.
Tap Businesses.
Tap the + icon in the top-right corner.
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.
Choose a color to represent your business on the dashboard.
Choose an accounting method to decide how income is calculated in the Client & Project section.
Cash Basis: Records income when you receive payment and expenses when you pay them.
Accrual Basis: Records income and expenses when services are provided, even if payment hasn’t been made yet.
The business email address.
Optional: Upload a business logo to show 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 your business files with the IRS, then tap Confirm.
Note: Form 1120-S and Form 1065 are not supported for tax reporting.
After adding your business, tap the + icon to add more.
Adding a Business Account using the Mobile App
Tap Continue to add your bank accounts.
Search for your bank’s name in the search bar, or tap its logo under Popular Financial Institutions if it’s listed.
After selecting your bank, a consent message will appear.
Tap Continue.
Enter the User ID and password you use for your bank’s website, then tap Link Account.
If prompted, follow the multi-factor authentication steps from your bank.
Quicken Business & Personal will find the accounts linked to your login and show their names and types.
While adding your bank accounts, you can link each account to a business. To assign a bank account to a business:
Tap the account you want to link to a business.
In the Account Purpose dropdown, select the related business.
Tap Update, then tap Confirm.
After your accounts are connected, Quicken Simplifi will check 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.
Customizing your Account List
After you add your business to Quicken Business & Personal, you can change the order of your business and personal accounts in the Account List.
To rearrange your Account list:
Tap the Menu (three-line icon).
Tap Accounts.
Tap the three-dot icon in the upper-right corner.
Tap Customize account list.
Tap and hold, then drag to reorder your personal and business accounts.
Tap Save.
To learn how to manage and organize your business accounts in Simplifi, click here.
If you have any questions about Quicken Simplifi, our support team is here to help.