How To Add a Business Cash Flow Account in Quicken Home & Business

The steps for adding cash flow accounts is essentially the same whether you add the accounts from the Cash Flow Center or the Business Center. The same can be said for property & debt accounts. What you gain by adding all of your business accounts from the Business Center is the ability to manage them in a single center.

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

  1. From the Business tab at the top, click on the Business Actions drop-down menu and select Business Accounts and Add Account....
  2. Choose the appropriate account you wish to add:
    • In the Business Accounts snapshot, you can add the following types of accounts:
      • Accounts Receivable (Invoices)
      • Accounts Payable (Business Bills)
    • In the Business Spending & Savings Accounts snapshot, you can add the following types of accounts:
      • Checking
      • Savings
      • Credit card
      • Line of credit
    • In the Business Credit Card Accounts snapshot, you can add the following type of account:
      • Credit Card
    • In the Business Property & Debt Accounts snapshot, you can add the following types of accounts:
      • House
      • Vehicle
      • Asset
      • Liability
      • Loans (except lines of credit-use a Credit Card account type to track a line of credit)
  3. Follow the on-screen instructions.

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.