Overview
As a business owner, tracking your work is essential! With Quicken Business & Personal, you can create clients and projects to stay organized. Assign expenses directly to a client or their project, and when you're ready, send an invoice to get paid!
Note: Our support article here has more details on invoicing!
Create a Client
Once you have a business set up in Quicken Business & Personal, you can start creating clients for your business. A client is a customer that buys a product or service from you.
Instructions for Web:
Hover over the panel on the left-hand side and select Clients & Projects.
Click the + Client tile in the upper right.
In the General tab, enter the First Name, Last Name, and Company Name for your client. You can also add an Email Address, Phone Number, and Private Notes.
You can add a Mailing Address by switching to the Mailing Address tab.
Click Save when done.
Instructions for Mobile:
Click the Menu icon (the three lines in the upper left corner).
Select Clients & Projects.
Click the plus (+) button in the upper right.
Enter the First Name, Last Name, and Company Name for your client. You can also add an Email, Phone Number, and Private Notes.
To add a Mailing Address, use the toggle and enter the information.
Click Create when done.
Create a Project
Now that you have a client, you can create projects for your client! Under each project, you can track the expenses that went into the work and the items that you'd like to bill your customer for.
Instructions for Web:
Hover over the panel on the left-hand side and select Clients & Projects.
Locate the client you want to create a project for and click on it.
Click the + Project button.
Enter the Project Name and confirm the Client and the Business. You can also add Project Notes and assign a Due Date.
Click Create.
Instructions for Mobile:
Click the Menu icon (the three lines in the upper left corner).
Select Clients & Projects.
Locate the client you want to create a project for and click on it.
Click Create Project.
Enter the Project Name and confirm the Client and the Business. You can also add Project Notes and assign a Due Date.
Click Create.
Add Items to Your Project
Under your project, you will want to add items so you can bill your client for them. Items and expenses listed on an invoice reflect your business income. If you apply a discount to an invoice, this is considered a detractor from your business income, not an expense.
Instructions for Web:
Hover over the panel on the left-hand side and select Clients & Projects.
Locate the client whose project you're working on and click on it.
Locate the project you're working on and click on it.
Click the + Item button.
Select or enter the Item. If one doesn't already exist, you will create one:
Select + New Item from the dropdown menu.
Enter the Item Name, Description, Rate, and Category, and select whether it's taxable.
Click Create when done.
Instructions for Mobile:
Click the Menu icon (the three lines in the upper left corner).
Select Clients & Projects.
Locate the client whose project you're working on, click on it, and then select View Client.
Locate the project you're working on, click on it, and then select View Project.
Click the + Item button.
Select or enter the Item. If one doesn't already exist, you will create one:
Enter the Name and then click the + Create button.
Confirm the Name, Description, Rate, and Category, and select whether it's Taxable.
Click Create when done.
Add Expenses to Your Project
Adding expenses to your project allows you to select existing transactions to apply toward the project you're working on, which will allow you to bill your client for these expenses. You can also elect to not bill your client for the expenses, but still be able to track them within the project.
Items and expenses listed on an invoice reflect your business income. If you apply a discount to an invoice, this is considered a detractor from your business income, not an expense.
Note: If you choose to mark up an expense, you can manually change the amount on the invoice. Once a billable expense is on an invoice, it cannot be removed.
Instructions for Web:
Hover over the panel on the left-hand side and select Clients & Projects.
Locate the client whose project you're working on and click on it.
Locate the project you're working on and click on it.
Click the + Expense button.
Select the transaction you'd like to add to the project so it's highlighted.
Select whether the expense is Billable and then click Link.
Instructions for Mobile:
Click the Menu icon (the three lines in the upper left corner).
Select Clients & Projects.
Locate the client whose project you're working on, click on it, and then select View Client.
Locate the project you're working on, click on it, and then select View Project.
Click the + Expense button.
Select the transaction you'd like to add to the project so it's highlighted.
Select whether the expense is Billable and then click Link.
Note: You can also mark a transaction as an expense from the transaction directly.