How do I add a business banking account?

Add a business banking account

When you add a new account, Quicken adds it to the Account List (choose Tools menu > Account List). In most cases, you'll want to add all of your household's accounts in the same Quicken data file, so that you can track all your finances in one place.

Select the Add Account icon on the top right of the Account Bar.
Enter the name of your financial institution and select the correct link.
Follow the on-screen instructions.
When Quicken lists the accounts found, select Business in the Used for column and finish the process. Your account will be added as a business account.

Where do my business accounts appear?

All business accounts appear on the Account Overview page of the Business tab.

The Invoice Accounts snapshot lists the following types of accounts:
- Accounts Receivable (invoices)
- Accounts Payable (business bills)
The Business Spending and Savings Accounts snapshot includes the following types of accounts:
- Checking (Chequing in Canada)
- Savings
- Cash
The Business Credit Card Accounts snapshot includes the following type of accounts:
- Credit Card
The Business Property and Debt Accounts snapshot includes the following types of accounts:
- Credit Card
- House
- Vehicle
- Asset
- Liability
- Loans (except lines of credit—use a Credit Card account type to track a line of credit)

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.