Overview
Managing your business finances can feel more manageable when you know how to bill customers, record income, and review your financial reports. Quicken Business & Personal brings these tools together to help you understand your numbers and use them to make informed business decisions.
While you can also manage your personal finances in Quicken Business & Personal, this guide focuses on the business side: setting up your business and learning the basics, one step at a time.
Whether you are a new business owner or you have experience managing your business finances, these five steps will give you a great foundation.
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Step 1: Set Up Your Business — Add or review your business, connect its financial accounts, and confirm your basic settings.
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Step 2: Review Accounts & Transactions — Find your accounts and review a few recent transactions.
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Step 3: Get Paid and Record Income — Choose the method that fits how your business gets paid, then record one real example.
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Step 4: Run Your First Business Report — Run a Profit & Loss report and review how your recorded income and expenses come together.
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Step 5: Build Your Business Routine — Set a simple schedule for keeping your accounts and business information current.
You do not need to completely organize your financial history before you begin. Start with your current business and a few recent transactions. You can add more information and explore additional tools as you become familiar with Quicken Business & Personal.