How do I 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 - (The data file you use in Quicken. It represents a collection of Quicken accounts. Adding accounts to the same Quicken data file enables you to easily enter transfer transactions between accounts, and to include any or all accounts in the same file in reports. In cases when you need to keep accounts separate (such as when you maintain personal and business accounts), you might want to have two data files.) - so that you can track all your finances in one place.

  1. At the bottom of the Account Bar, click Add an Account.
  2. Click an account type, such as Checking, Savings, or Credit Card.
  3. Follow the on-screen instructions. Click Help for more information.
  4. Important: When Quicken asks you This account is used primarily for be sure to select Business Transactions.
    • 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
        • 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)

This feature requires Quicken Home & Business or Rental Property Manager. Learn how you can upgrade Quicken in minutes.

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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.