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When you enter a business transaction in Quicken, Quicken looks to the business information to see which business the transaction belongs to. Editing the business name and owner won't affect your historical data, but changing the business tag or the setting about whether business transactions require a tag could. Make sure you understand the ramifications before you change either of these settings.

  1. Click the Business tab.
  2. Click the Business Tools button and choose Manage Business Information.
  3. Click Edit.
  4. Modify the business name or description as needed.
  5. In the Owner field, modify the business owner.
    • What happens to my past transactions for this business?
  6. If you misspelled the name of the business tag or selected the wrong tag when you added the business, modify the business tag.
    • How do I correct a misspelling or other naming mistake?
    • What if I assigned the wrong tag to the business when I added the business to Quicken?
    • What if I select or add another tag after I have already entered transactions for this business?
  7. In the ‘Business Documents’ tab, select any particular document that you want to edit, click on the ‘Gear’ icon on the far right. Take actions as appropriate and click on OK.
  8. If you incorrectly selected or cleared the Untagged business transactions belong to this business check box when you added the business, modify it now.
    • What if I select this check box for another business after I have already entered transactions?
  9. Click OK.

This feature requires Quicken Home, Business & Rental Property. Learn how you can upgrade Quicken in minutes.