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How do I add a business?

  1. Click the Business tab.
  2. Click the Business Tools button and choose Manage Business Information.
  3. Click Add.
  4. In the Business name field, enter a name.
  5. In the Description field, enter a description for this business. (Optional)
  6. In the Owner field, identify whether this business belongs to you or your spouse.
    • Why does it matter who owns the business?
  7. In the Business Tag field, enter the business tag for the business.
    • What's a business tag?
    • Can I use the tags I add in the Tag List for my business?
    • How do I use tags in Quicken?
  8. Select or clear the Untagged business transactions belong to this business check box.
    • Help me decide
  9. In the ‘Business Documents’ tab, add the documents pertaining to this business establishment. These could be your operating agreements, partnership agreements, Tax related documents etc. Click on ‘Attach’ to upload a scanned copy of your document. You can enter ‘Notes’ that can be used to identify the document.
  10. Click OK.

Notes

When you add the business tag to transactions, Quicken gives you a number of ways to review your business data. See how tags work with businesses for more information.

Note for our Canadian Customers

The following terms will be different in the Canadian releases of Quicken.

Canada: "Cheque" / United States: "Check"
Canada: "Colour" / United States: "Color"
Canada: "Centre" / United States: "Center"
Canada: "Realise" / United States: "Realize"
Canada: "Behaviour" / United States: "Behavior"
Canada: "Analyse" / United States: "Analyze"


This feature requires Quicken Business & Personal. Learn how you can upgrade Quicken in minutes.

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