Quicken Business & Personal

Quicken Help

• Using Quicken
• Managing Your Accounts
• Managing Transactions
• Managing Your Subscription and Simplifi Account

Getting Started in Quicken Simplifi

• What Currencies Does Quicken Simplifi Support?
• What's the Difference Between Quicken Simplifi and Quicken Classic?
• Does Quicken Simplifi Work with Quicken Classic Data?
• Introduction to the Community
• Enabling Early Access

Setting Up Your Business Finances

• Organizing Business and Personal Accounts
• Setting up a Business
• Managing Clients
• Managing Projects
• Choosing Cash vs. Accrual Accounting

Daily Transaction Management

• Using Transaction Rules to Automate Your Banking
• Creating Good Transaction Rules
• Creating, Editing, and Deleting Payee Rules
• Creating, Editing, and Deleting Category Rules
• Recording Shared Expenses & Reimbursements
• Splitting a Transaction Across Categories
• Attaching Receipts to Transactions
• Using Categories to Track and Separate Business and Personal Finances
• Setting Up Business Categories
• Managing Business Categories
• Categories vs. Tags: What's the Difference?
• Using Tags to Track Projects and Clients

Managing Your Business Income

• Creating and Managing Invoices
• Accounts Receivable / Client Invoices Account
• Applying & Recording Payments
• Applying Partial Payments
• Handling Bulk Deposits: Using the Undeposited Funds Account
• Recording a Client Deposit or Prepayment
• Applying Credits to Invoices
• Creating Credit Memos
• Applying Credit Memos to Invoices
• Issuing and Applying Refunds
• Owner’s Draws and Capital Contributions

Essential Business Reports

• Understanding Your Profit & Loss Report
• Understanding Your Balance Sheet
• Running Tax Reports
• Mapping Categories to IRS Tax Schedules
• Viewing and Editing Category Mappings for Tax Reports

Personal Finance Basics

• Spending Plan Quick Start Guide
• A guide to setting up your Spending Plan
• The easy guide to retirement planning in Simplifi