Overview
Tracking your work is essential as a business owner. With Quicken Business & Personal, you can keep clients organized, assign expenses directly to a client or project, and send invoices to get paid!
Creating a Client
Once you have a business set up in Quicken Business & Personal, you can start creating clients for your business.
Instructions for Web:
Hover over the panel on the left and select Clients & Projects.
Click the + Client tile in the upper right.
In the General tab, enter your client's First Name, Last Name, and Company Name. 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 Create when done.
Instructions for Mobile:
In the upper-left corner, tap the three-lined Menu icon.
Select Clients & Projects.
Tap the plus (+) button in the upper right.
Enter the First Name, Last Name, and Company Name of 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.
Tap Create when done.
Client Details
When you click on a client, you will see the Client Details page. On this page, you see tiles that help break down what your client owes.
Ready to Bill: The amount ready to be invoiced to your client.
Unpaid: The total amount still due from previous invoices.
Expenses: Transactions associated with your client.
Client Credit: The amount credited to your client due to overpayment or a repurchased item.
Projects: Create and track items and expenses associated with a specific project with your client.
Sales History: View your client's current and past invoices and credits.
Billed: Shows all Paid, Sent, and Draft invoices for the client.
Open Credits: Shows all issued Credit Memos for the client.
Other: Shows income assigned to a client and/or project that is not marked as payment.
After creating a client, you will be able to create and send billable items and expenses for what is due. For more information on billing a client, click here.
Editing a Client
If you need to make changes to one of your clients, 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 you want to edit and click the three dots at the end of it.
Click Edit Client.
Make the necessary changes and click Save when done.
Instructions for Mobile:
In the upper-left corner, tap the three-lined Menu icon.
Select Clients & Projects.
Locate the client you want to edit and tap on it.
In the upper right, tap the three-lined icon.
Select Edit client.
Make the necessary changes and tap Update when done.
Archiving a Client
Although the ability to delete clients is not currently available, you can archive a client. Archiving a client will disable your ability to make changes to any associated items and invoices.
Instructions for Web:
Hover over the panel on the left and select Clients & Projects.
Locate the client you want to edit and click the three dots at the end of it.
Click Archive Client.
Click Archive Client to confirm.
Instructions for Mobile:
In the upper left, tap the three-lined Menu icon.
Select Clients & Projects.
Locate the client you want to edit and tap on it.
In the upper right, tap the three-lined icon.
Select Archive client.
Tap Archive Client to confirm.
If you have additional questions, click on the messenger icon in the bottom right of the page to speak to one of our coaches!