Overview
As a business owner, tracking your work is important. With Quicken Business & Personal, you can organize clients, assign expenses to a client or project, and send invoices to get paid.
Creating a Client
Once you set up a business in Quicken Business & Personal, you can start creating clients.
Instructions for Web App:
Move your cursor over the left panel and click 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.
To add a mailing address, switch to the Mailing Address tab. Slide the toggle on and enter the information.
Click Create when finished.
Instructions for Mobile App:
Tap the Menu (three-line icon).
Tap 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, tap the toggle on and enter the information.
Tap Create when finished.
Client Details
When you select a client, the Client Details page opens. Here, you’ll see tiles that show what your client owes.
Ready to Bill: The amount you can invoice to your client.
Unpaid: The total amount still owed from previous invoices.
Expenses: Transactions linked to your client.
Client Credit: Amount available to the client from an overpayment or repurchased item.
Income: View the total amount paid by the client.
Projects: Create and track items and expenses for a specific client project.
Billed & Credited: Shows all Paid, Sent, and Draft invoices for the client.
Sales History: View your client's current and past invoices and credits.
Invoices: Shows all invoices, how much is owed, when they are due, and if they've been paid by the client.
Estimates: A quote created to show a client the expected cost before billing them.
Sales Receipts: View all client receipts.
Credits: Provided credit to this client.
Other: Shows income linked to a client or project that is not marked as a payment.
After creating a client, you can create and send billable items and expenses for what is owed. For more information on billing a client, click here.
Editing a Client
If you need to update a client, follow the steps below.
Instructions for Web App:
Move your cursor over the left panel and click Clients & Projects.
Find the client you want to edit and click the three dots at the end.
Click Edit Client.
Make your changes and click Save when finished.
Instructions for Mobile App:
Tap the Menu (three-line icon).
Tap Clients & Projects.
Locate the client you want to edit and tap on it.
In the upper right, tap the three dots.
Tap Edit client.
Make your changes and tap Update when finished.
Archiving a Client
You can’t delete clients at this time, but you can archive them. Archiving a client prevents you from making changes to related items and invoices.
Instructions for Web App:
Move your cursor over the left panel and click Clients & Projects.
Find the client you want to edit and click the three dots at the end.
Click Archive Client.
Click Archive Client to confirm.
Instructions for Mobile App:
Tap the Menu (three-line icon).
Tap Clients & Projects.
Locate the client you want to edit and tap on it.
In the upper right, tap the three dots.
Tap Archive client.
Tap Archive Client to confirm.
If you have any questions about Quicken Simplifi, our support team is here to help.