Overview
With Quicken Business & Personal, managing your business is easier than ever! Track expenses, create itemized tax reports, and send invoices to customers—Quicken has you covered.
1120-S and Form 1065 tax forms are currently not supported for reporting.
Before you begin
Be aware that Payable and Receivable Accounts CANNOT be deleted once created within Quicken Business & Personal. This applies to versions of Quicken Business & Personal downgraded to Quicken Simplifi too. The feature is intended and will not be changed in the future.
Adding a business into Quicken Business & Personal Mobile App
When you first open Quicken Business & Personal on the mobile app, you will go through the Getting Started process.
On the bottom of the screen, tap on the Getting Started button.
Enter your first and last name and zip code. After entering your information, tap Continue.
Canadian users: Enter your postal code instead of zip code.
Under the Tax Form dropdown, select the form you use to file your business's taxes with the IRS.
Tap Confirm.
To add additional businesses, tap + Add Another Business.
Tap Continue to begin adding your bank accounts.
Search for your bank's name in the search bar or if your bank is listed under popular banks, click the image.
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 in to your bank's website, then click Connect.
Follow any multi-factor authentication steps sent from your bank.
Quicken Business & Personal will locate the account(s) associated to your bank's login and will show the name of the account and the account type.
While adding your bank accounts, you will be able to associate a bank account to a business. To associate a bank account with a business:
Select the account you want to associate with a business.
Under the Primary usage dropdown, select the business that you want that account to be associated with.
Tap Update.
A bank account cannot be associated with multiple businesses.
Adding additional businesses to Mobile
If you skipped the step to create your business during the Getting Started process or want to add another business; you can add a business by doing the following:
On your Dashboard, tap on the three-line icon on the top left-hand side of the screen.
Under Utilities, click on Settings.
Tap Businesses.
On the upper right-hand of the screen, tap on the plus (+) icon.
Provide the following information about your business:
The name of your business.
The industry type.
Example: Retail, Legal, Rental property, etc.
How your business is structured.
Example: Sole Proprietor, LLC single member, LLC multi-member
Assign a color to your business.
The email address associated to your business.
Optional: Upload a business logo.
Tap Continue.
Select the tax form you use to file annually with the IRS.
Tap Confirm.
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 three-lined icon on the top left.
Tap Accounts.
On the top right of the app, tap on the three-dot icon.
Tap Customize account list.
Tap and hold to reorder your Personal and Business accounts.
Tap Save.
For more information on how to manage your businesses, click here!
For any additional questions, click on the messenger widget on the bottom right side of the screen to speak to one of our product coaches!