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How to Manage Business Accounts In Quicken Business & Personal using the Mobile App

Complete Guide to update your business accounts info, update logos, and edit settings.

Written by Dora R

Overview

Managing your business details in Quicken Business & Personal helps keep your financial records accurate and your invoices professional. You can update your business information, upload a logo, or set a primary business from the web or mobile app.

Follow the steps below to get started.

Note: Business deletion is not currently supported. This feature is planned for a future release.

Edit Your Business Details

If your business name, contact information, or other business details have changed, you can easily update them in Quicken Business & Personal.

  1. Tap the Menu (three-line) icon.

  2. Tap Settings, then select Businesses.

  3. Select the business you want to edit. You can also tap the three-dot menu next to the business and choose Edit Business.

  4. Make your changes.

  5. Tap Update.

How to Set a Business as Primary

Setting a primary business only changes which business is displayed as your default. It does not affect your data, reports, or other functionality.

  1. Tap the Menu (three-line) icon.

  2. Tap Settings, then select Businesses.

  3. Tap the three-dot menu next to the business you want to make your primary business.

  4. Tap Set as Primary Business.

  5. Tap Update.

How to Add a Business Logo

With Quicken Business & Personal, you can upload your business logo to automatically include it on all customer invoices and credit memos.

Note: Business logos must be in PNG or SVG format, no larger than 2 MB, and no more than 225 pixels wide by 100 pixels high.

  1. Tap the Menu (three-line) icon.

  2. Tap Settings, then select Businesses.

  3. Tap the three-dot menu next to the business you want to update.

  4. Tap Edit Business.

  5. Tap the Upload Logo field.

  6. Choose your logo from Library or Files. To remove the logo, tap the X next to the image.

  7. Tap Update.

Note: Accounts Payable and Accounts Receivable accounts cannot be deleted once they're created in Quicken Business & Personal. This remains true even if you later downgrade to Quicken Simplifi. This is expected behavior.

If you're looking for specific steps for the Web App, please refer to our article on How to Manage Business Accounts In Quicken Business & Personal

If you have any questions about Quicken Simplifi, our support team is here to help.

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