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- Click the Add Account icon on the top right of the Account Bar.
- Click an account type, such as Checking, Savings, or Credit Card.
- Follow the on-screen instructions.
- Important: When Quicken asks you This account is used primarily for be sure to select Business transactions.
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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)
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