Set Up Tutorial

PAUSE4PETS

Hi. Is there an easy place to find and tutorial/guide for setting up Quicken? I want to primarily use it for my small business finances/tax tracking and P&L, but I realize it would be good to also use it for my personal finances and tracking of home office and other expenses I can claim. I am just nervous about connecting other accounts and having things mixed. I'll I have done so far is the very basic account set up and connect my business checking account. I would appreciate any direction or guidance.

Thanks, Susanne

Coach Jon

Hello @PAUSE4PETS,

Thanks for reaching out, and welcome to Quicken Simplifi! We have a ton of great information about how to use Quicken Business & Personal in our support articles, which can be accessed here:  https://support.simplifi.quicken.com/en/collections/11071623-quicken-business-personal

We also have two great getting-started support articles for both Quicken Simplifi and Quicken Business & Personal: https://support.simplifi.quicken.com/en/articles/4284318-getting-started-in-quicken-simplifi and https://support.simplifi.quicken.com/en/articles/11391125-getting-started-with-quicken-business-personal

I hope this information helps!