How do I add a business?
Product Version
Windows
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Overview
Quicken uses the information you enter about your business to group together your business transactions. If you want Quicken to display the transactions and deductions by business, you must add a separate business for each one.
This feature is only available in:
- The Subscription Release of Quicken Home & Business
Instructions
- Click the Business tab.
- Click the Business Tools button and choose Manage Business Information.
- Click Add.
- In the Business name field, enter a name.
- In the Description field, enter a description for this business. (Optional)
- In the Owner field, identify whether this business belongs to you or your spouse.
- In the Business Tag field, enter the business tag for the business.
- Select or clear the Untagged business transactions belong to this business check box.
- 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 Attach to upload a scanned copy of your document. You can enter Notes that can be used to identify the document
- Click OK.