How do I use the Business tab


Use the Business tab to manage income and expenses for your business. You can create customer estimates, invoices, and statements; track accounts receivable; enter customer payments; and track accounts payable. If you have more than one business, Quicken can track the income and expenses for each.

Important: To get the most out of the Business tab, you need to add your business to Quicken

Get started with the Business tab

  • Use the Account Overview page to view account balances
    1. Click the Business tab.

    2. Click the Account Overview button

    The following snapshots can appear on the Account Overview page, depending on the accounts you've created, and the unpaid invoices that exist. Each account is displayed with its ending balance.
    • Unpaid Vendor Invoices. This snapshot includes invoices that you've not paid yet.
    • Unpaid Customer Invoices. This snapshot includes invoices that you've not received payment for yet.
    • Invoice Accounts. This snapshot includes the following types of business accounts:
      • Accounts Receivable (Invoices)
      • Accounts Payable (Bills)
    • Business Spending and Savings Accounts. This snapshot includes the following types of business accounts:
      • Checking
      • Savings
      • Cash
    • Business Credit Card Accounts. This snapshot includes business credit card accounts only.
    • Business Property and Debt Accounts. This snapshot includes the following types of business accounts:
    • Credit Card
    • House
    • Vehicle
    • Asset
    • Liability
    • Loans (except lines of credit—use a Credit Card account type to track a line of credit)

For more information, see:

Business features in Quicken 


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.