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.
Before You Begin
Before you can create a project, you must first set up a client.
To learn more about clients in Quicken Simplifi, please see our article on Managing Your Clients.
Create a Project
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.
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.
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.
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.
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.
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.
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:
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.
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.
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.
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.
Next Steps
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're looking for steps specific to the mobile app, please see Managing Projects in the Quicken Business & Personal Mobile App.
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!