Overview
Quicken Simplifi’s Projects feature is designed for users who need to organize business financial activity around specific objectives. By assigning transactions to a project, you ensure that only the relevant expenses are included when invoicing—keeping your records clean and your billing precise.
Create a Project
Before you can create a project, you must first set up a client. Once a client is created, you can start projects to track your expenses and billable items associated with the work. This helps you manage and invoice for anything you plan to charge your client.
To learn more about clients in Quicken Simplifi, please see our article on Managing Your Clients.
Instructions for Web:
Hover over the left panel and click Clients & Projects.
Locate and click on the client you want to create a project for.
Under Projects, click the + Project button.
Enter the project name and confirm the client. You can also add project notes and assign a due date.
Click Create.
Instructions for Mobile:
Tap the Menu (three-line icon).
Select Clients & Projects.
Locate the client you want to create a project for and tap on it.
Tap the + Project button in the Projects section.
Enter the project name and confirm the client. You can also add project notes and assign a due date.
Tap Create.
Add Items to a Project
After creating a project, your next step is to add items to it. An "Item" represents what you are selling or the services you performed for the client. They are manually created entries that form the core of your income for that project.
Instructions for Web:
Hover over the left panel and click 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.
Under Ready to Bill, click the + Item button.
Select an Item. If one does not already exist, you can 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:
Tap the Menu (three-line icon).
Select Clients & Projects.
Locate the client whose project you're working on, tap on it, and then select View Client.
Locate the project you're working on, tap on it, and then select View Project.
Under Ready to Bill, tap the + Item button.
Select or enter the Item. If one doesn't already exist, you can create one:
Enter the name and then click the + Create button.
Confirm the name, description, rate, and category, and select whether it's taxable.
Tap Create when done.
Tap Add item when done.
Add Expenses to Your Project
You can also add expenses to your project, "Expenses" represent the actual money you have spent (from your bank account or credit card) related to the project. You can choose to pass these costs on to the client as "reimbursable expenses" in an invoice.
You can also select not to bill your client for the expenses, but still be able to track them within the project.
Instructions for Web:
Hover over the left panel and click 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.
Under Expenses, 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:
Tap the Menu (three-line icon).
Select Clients & Projects.
Locate the client whose project you're working on and tap on it.
Locate the project you're working on and tap on it.
Tap the + Expense button in the Expenses section.
Select the transaction you'd like to add to the project so it's highlighted.
Select whether the expense is a Billable expense and then tap Link.
Note: You can mark a transaction you entered manually as an expense directly from the transactions register.
Edit a Project
If you'd like to edit the details of a project, just follow these steps:
Instructions for Web:
Hover over the left panel and click Clients & Projects.
Locate the client that has the project you want to edit and click on it.
Locate the project you want to edit and click on it.
Select Edit in the upper right corner.
Make the necessary changes and click Save when done.
Instructions for Mobile:
Tap the Menu (three-line icon).
Select Clients & Projects.
Locate the client that has the project you want to edit and tap on it.
Locate the project you want to edit and tap on it.
Tap the three-dot icon in the upper right, and then tap Edit project.
Make the necessary changes and tap Update when done.
Mark a Project Complete
Once you've completed a project, you can mark it as complete! Please note that you cannot delete projects at this time.
Instructions for Web:
Hover over the left panel and click Clients & Projects.
Locate the client that has the project you want to mark complete and click on it.
Locate the project you want to mark complete and click the three-dot icon at the end of it.
Click Mark as completed.
Any ready-to-bill items can be invoiced in this step by selecting Create Invoice.
Once the invoice is sent or saved, select the three-dot icon at the end of the project, click Mark as completed once again, and then click Confirm.
If you wish to proceed without invoicing the client, click Mark as Complete.
If there are no ready-to-bill items, click Confirm.
Instructions for Mobile:
Tap the Menu (three-line icon).
Select Clients & Projects.
Locate the client that has the project you want to mark as complete and tap on it.
Locate the project you want to mark complete and tap on it.
Tap the three-dot icon in the upper right corner and select Mark as complete.
Any ready-to-bill items can be invoiced in this step by selecting Create invoice.
Once the invoice is sent or saved, the project will be marked as completed.
If you wish to proceed without invoicing the client, tap Mark project as Complete.
If there are no ready-to-bill items, tap Confirm.
Once you've set up your clients and projects and added items and expenses, the next step is to send an invoice to your client for payment. To learn more about invoices, please refer to our article on How to Create Invoices in Quicken Simplifi.
If you have any questions or need help managing your projects in Quicken Simplifi, please don't hesitate to reach out to our support team!