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, so that you can track all your finances in one place.
- 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.
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)
- The Invoice Accounts snapshot lists the following types of accounts:
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