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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, so that you can track all your finances in one place.
- Click Select the Add Account icon on the top right of the Account Bar.Click an account type, such as Checking, Savings, or Credit Card
- Enter the name of your financial institution and select the correct link.
- Follow the on-screen instructions.
- When Quicken lists the accounts found, select Business in the Used for column and finish the process. Your account will be added as a business account.
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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 (Chequing in Canada)
- 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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The following terms will be different in the Canadian releases of Quicken. Canada: "Cheque" / United States: "Check" |
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This feature requires Quicken Home, Business & Rental PropertyPersonal.