Overview
As a business owner, tracking your work is essential! With Quicken Business & Personal, you can create projects to stay organized. Assign expenses directly to a client's project, and when you're ready, send an invoice to get paid!
Click here for more information on invoices.
Create a Project
After creating a client, you will be able to create projects. With Projects, you can track the expenses and billable items that went into the work and items that you would like to bill your client for.
Click here for more information on how to create and manage your clients in Quicken Business & Personal!
Instructions for Web:
Hover over the panel on the left and select 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 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.
Adding Items to a 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 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.
Under Ready to Bill, click the + Item button.
Select or enter the Item. If one does not 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.
Under Items, 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 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.
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:
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.
Edit a Project
If you need to make changes to one of your projects, you can easily do so by following the steps below.
Instructions for Web:
Hover over the panel on the left and select 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:
Click the Menu icon (the three lines in the upper left corner).
Select Clients & Projects.
Locate the client that has the project you want to edit, click on it, and then click View client.
Locate the project you want to edit, click on it.
Click the three dots in the upper right, and then click Edit project.
Make the necessary changes and click 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 panel on the left and select 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 dots 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 dots 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:
Click the Menu icon (the three lines in the upper left corner).
Select Clients & Projects.
Locate the client that has the project you want to mark as complete, click on it, and then click View client.
Locate the project you want to mark complete, click on it, and then click 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, click Mark project as Complete.
If there are no ready-to-bill items, click Confirm.
If you have any additional questions, click on the messenger icon on the bottom right of your screen to reach out to our support team!