Adding a business profile
Hello everyone! I need to add a business profile that will be separate from my personal so that I can keep the income/expenses separate as this is a partners business. Any suggestions/ideas most welcome. Thanks for your help!
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@Njblavender888, thanks for posting your inquiry to the Community!
When viewing your account using the email address associated with your Community Profile, I don't see that you're subscribed to Quicken Simplifi at all. Did you sign up under a different email or something along those lines? Or are you just looking for general information before subscribing?
The more info you can provide will allow us to best assist you!
-Coach Natalie
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Thanks! Now that You can see my profile, How do I add a separate business profile so that I keep everything from my partners business separate from my personal stuff?
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Hello @Njblavender888,
Thanks for the reply. I still cannot see a Quicken Simplifi Business & Personal subscription for you when I search using your email address. It looks like you have a regular Quicken Simplifi subscription. With Quicken Business & Personal, you can track expenses, create itemized tax reports, and send invoices to customers as well as do everything you can do within the regular Quicken Simplifi program.
If you would like a separate space for your Business, this support article goes over how to add and manage your spaces:
Once you have that subscription, it is pretty easy to add a Business. Here is a support article with instructions on how to do this:
-Coach Jon
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