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Adding a Business in Quicken Business & Personal
Adding a Business in Quicken Business & Personal

Learn how you can add your business

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Written by Paco
Updated over 2 weeks ago

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.

Adding a business into Quicken Business & Personal

When first signing in

When you first open Quicken Business & Personal, you will go through our Getting Started process.

  1. Click on the blue Getting Started button.

  2. Enter your first and last name and zip code. Click Next.

    1. Canadian users: Enter your postal code instead of zip code.

  3. Provide the following information about your business:

    1. The name of your business.

    2. The industry type.

      1. Example: Retail, Legal, Rental property, etc.

    3. The email address associated with your business.

    4. How your business is structured.

      1. Example: Sole Proprietor, LLC single member, LLC multi-member

    5. Assign a color to your business.

  4. Click Continue.

  5. Select the tax form that your business files with the IRS and click Continue.

    1. 1120-S and Form 1065 are not supported for tax reporting.

  • After adding your first business, click + Add Another Business to add more, or click Next to start adding your accounts.

    • To add an account:

      1. On the Add Account popup, click on Add Account.

      2. Search for your bank's name in the search bar or if your bank is listed under popular banks, click its image.

      3. Once you've selected your bank, you'll see a message regarding consent. Click Continue.

      4. Enter the User ID and Password you use to sign in to your bank's website, then click Connect.

      5. Follow any multi-factor authentication steps sent from your bank.

      6. Quicken Business & Personal will locate the account(s) associated with your bank's login and will show the name of the account and the account type.​

If you need assistance with connecting your bank accounts, click here!

  • While adding your bank accounts, you will be able to associate an account with a business.

    • To associate an account with a business:

      1. Click on the dropdown to the far right of the account that you want to associate.

      2. Select a business.

      3. After making your selection(s), click Add to continue the Getting Started process.

A bank account cannot be associated to multiple businesses.

  • When you assign a bank account to a business, it appears grouped at the top of the Accounts panel under the business's name. If you have multiple businesses, they are organized alphabetically.

    • Accounts with a usage type of Personal will be listed under the Personal dropdown.

Mobile

When you first open Quicken Business & Personal on the mobile app, you will go through the Getting Started process.

  1. On the bottom of the screen, click on the Getting Started button.

  2. Enter your first and last name and zip code. After entering your information, click Continue.

    1. Canadian users: Enter your postal code instead of zip code.

  3. Under the Tax Form dropdown, select the form you use to file your business's taxes with the IRS.

  4. Click Confirm.

    1. To add additional businesses, click + Add Another Business.

  5. Click Continue to begin adding your bank accounts.

    1. Search for your bank's name in the search bar or if your bank is listed under popular banks, click its image.

    2. Once you've selected your bank, you'll see a message regarding consent. Click Continue.

    3. Enter the User ID and Password you use to sign in to your bank's website, then click Connect.

    4. Follow any multi-factor authentication steps sent from your bank.

    5. 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:

      1. Select the account you want to associate with a business.

      2. Under the Primary usage dropdown, select the business that you want that account to be associated with.

      3. Click Update.

A bank account cannot be associated with multiple businesses.


Adding additional businesses

If you skipped creating a business during the Getting Started process or want to add another business, you can do so by:

  1. On the bottom left corner of your Dashboard, click on the Settings gear icon.

  2. Under Settings, click on Businesses.

  3. On the top right-hand side of the screen, click on the blue +Business button.

  4. Provide the following information about your business:

    • The name of your business.

    • The industry type

      1. Example: Retail, Legal, Rental property, etc.

    • The email address associated to your business.

    • How your business is structured.

      1. Example: Sole Proprietor, LLC single member, LLC multi member

    • Assign a color to your business.

  5. Once you have provided some details about your business, click Continue.

  6. Select the tax form that you fill out annually for your business. After selecting your tax form, click Continue.

    • 1120-S and Form 1065 are not supported for tax reporting.

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:

  1. On your Dashboard, click on the three lined icon on the top left-hand side of the screen.

  2. Under Utilities, click on Settings.

  3. Click Businesses.

  4. On the top right-hand of the screen, click on the + icon.

  5. Provide the following information about your business:

    • The name of your business.

    • The industry type

      1. Example: Retail, Legal, Rental property, etc.

    • The email address associated to your business.

    • How your business is structured.

      1. Example: Sole Proprietor, LLC single member, LLC multi-member

    • Assign a color to your business.

  6. Click Continue.

  7. Select the tax form you use to file annually with the IRS.

  8. Click Confirm.

  • 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!

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