Set up additional business accounting tools, such as the mileage tracker on the "Business Tools" dropdown list. Step 3.Įnter all uninvoiced transactions using the "Create Invoice" command on the "Invoices and Estimates" menu under "Business Actions." Quicken allows transactions to accumulate until it's time to issue an invoice or a statement. Step 2.Įnter all current unpaid bills using the "Create Bill" command in the "Bills and Vendors" menu under "Business Actions." Quicken allows ongoing charges to accumulate during the month until an invoice or statement is received and an account payable is accrued. Link your accounts to your banking institution's online download capabilities. Quicken accommodates entering past data or setting up record keeping from the date of entry.
Select "Tag List" from the "Tools" menu and create business tags meeting your record keeping, reporting or search requirements.Įnter starting financial data in each account. Quicken suggests associated federal tax schedules, or you can select the schedule manually. Select "Category List" from the "Tools" menu on the command bar, and click the "New" button to create business income and expense categories. Step 5.Ĭreate "Projects/Job" from the "Customer" command and create billable tasks or salable inventory using the "View All Invoice Items" selection on the "Invoices and Estimates" menu under "Business Actions." Step 6. Check the "Vendor List" box in the "Include this Payee in" frame. This opens the same "Edit Address Book Record" window as for customers.
Select "Add Vendor" from the "Vendors" command on the "Business Actions" dropdown list. Check the "Customer List" box in the "Include this Payee in" frame. Enter the payee name - usually the business name - and contact information. This opens the "Edit Address Book Record" window. Select "Add Customer" from the "Customer" command on the "Business Actions" dropdown list.
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