The following topics cover additional features and tasks for small business owners using Quicken Business & Personal.
Business taxes
Learn how to streamline your tax preparation process with Quicken, from identifying potential deductions to organizing tax-related transactions for easy access during tax season.
Tags and business
Learn how to use tags to categorize and track business transactions for detailed reporting and financial insights.
Profit or loss insights
Understand your business's financial health with the In/Out/Profit/Loss feature, which provides snapshots of your actual and expected profits or losses for past, current, and future months.
Customizing forms
Personalize your business forms by adding your company logo and address, improving the appearance of your invoices and other communications.
Accounts payable reports
Create detailed accounts payable reports to manage business expenses and payments due.
Transaction management
Learn the essentials of entering and editing transactions in the register for accurate bookkeeping.
Reimbursable expenses
Identify and track reimbursable expenses to ensure all applicable costs are charged back correctly.
Tax return preparation
Get guidance on organizing and preparing the information needed for your business tax return.
Visa and MasterCard payments
Process Visa and MasterCard payments within Quicken, streamlining payment acceptance and reconciliation.
American Express payments
Process American Express payments within Quicken.
Mileage reimbursement
Track income from reimbursed miles to ensure accurate compensation for business travel expenses.
Business guidance
Get tips on using Quicken's built-in business features to support your financial management needs.
Tax deductions
Identify possible tax deductions to minimize your tax liability and improve profitability.
Business tags
Learn what business tags are and how to use them to categorize and track specific aspects of your business finances.
Business ownership
Understand how business ownership affects financial tracking and reporting in Quicken.
Accounts receivable reporting
Address common issues with A/R reporting, such as fully applied partial payments not appearing in reports.
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