Overview
Once you create a client in Quicken Business & Personal, you can start adding billable items, tracking expenses, and creating invoices for them. In this article, we’ll walk through how to add billable items and expenses to a client and how to send them an invoice for payment.
If you’re working on a specific project and need help with tracking, billing, and reporting, you can learn how to create and manage projects in Quicken Business & Personal by visiting our support article here.
Adding Billable Items
After you create a client, you can add billable items to invoice them. To learn more about creating and managing clients, click here.
Instructions for Web App:
Move your cursor over the left panel and click Clients & Projects.
Under Client List, select the client you want to add billable items to.
Under Ready to Bill, click the + Item tile.
Under the Item column, click on the dropdown arrow, then select the + New Item.
If you’ve already created an item, it will appear in the Item dropdown list.
On the right, under Create new, provide some information for your item.
Name of the item.
A description of the item.
The rate of the item.
The category that best fits the item or service.
If the item is taxable, click the Taxable box to the right of Rate.
Click Create.
After you add a billable item, you can change its quantity or rate in the Ready to Bill section by clicking those fields.
If you added an item by mistake or need to remove it:
Click on the three-dot icon to the right of the item.
Click Delete.
Instructions for the Mobile App:
Tap the Menu (three-line icon).
Tap Clients & Projects.
Under Client List, tap the client you want to add billable items to.
In the Ready to Bill section, tap + Item on the right.
At the bottom of your screen, tap Add new item.
In the Add Item screen, provide some information for your item:
Name of the item.
A description of the item.
The quantity of the item.
Rate of the item.
If the item is taxable.
The category that best fits the item.
Tap Create.
Review the item information that you entered and tap Add Item.
If you need to edit a billable item:
Select the item by tapping it, then tap Edit Item at the bottom of the screen.
Make the necessary changes, then tap Update at the bottom of the screen.
Adding Expenses
Adding expenses lets you assign transactions to a client and bill them. You can also choose not to bill the client and just track the expense.
Instructions for Web App:
Move your cursor over the left panel and click Clients & Projects.
Under Client list, select the client you want to add expenses to.
Scroll down and, in the Expenses section, click + Expense tile.
Search for the transaction you want to add as an expense.
Once you find the transaction you want to mark as an expense, click it.
If you only want to track the expense, uncheck the box next to Billable Expense.
Click Link.
After you add an expense, it will appear in the Expenses section.
If you need to edit the transaction:
Click on the three-dot icon to the right of the expense.
Click Edit transaction.
After making the changes, click Update.
If you need to remove the expense:
Click on the three-dot icon to the right of the expense.
Click Remove from project.
Instructions for the Mobile App:
Tap the Menu (three-line icon).
Tap Clients & Projects.
Under Client List, tap the client you want to add an expense to.
In the Ready to Bill section, tap + Item on the right.
At the bottom of the screen, select Link expense.
In the All Accounts dropdown, tap the account that contains the transaction you want to link as an expense, then tap Apply.
Under Transaction Activity, search for the transaction by name or scroll through the list to find it.
Once you have located the transaction, tap to select it.
If you just want to track the expense, uncheck the Billable expense check box above the Link button.
Tap Link.
Once you have created your expense, it will appear under Ready to bill.
If you need to edit the expense:
Under Ready to bill, tap on the expense.
At the bottom of your screen, tap Edit transaction.
Make the needed changes, then tap Update at the bottom of the screen.
If you need to remove the expense from your client:
Under Ready to bill, tap on the expense.
At the bottom of the screen, tap Remove from customer.
Sending an Invoice
Once you’ve added all the items you want to bill, you’re ready to send the invoice.
Instructions for Web App:
Move your cursor over the left panel and click Clients & Projects.
Under your Client list, select the client you’re ready to invoice.
On the right, under the Invoices tab in Sales History, click the invoice ready to be sent.
Review your invoice, then click on the Send to... tile in the top-right corner.
On the right side of the screen, review the email address, subject line, and message for your client’s invoice.
If you don’t want to email the invoice, click Mark as Sent (No Email) at the bottom of the screen.
Click Send.
Instructions for the Mobile App:
Tap the Menu (three-line icon).
Tap Clients & Projects.
Under your Client list, tap the client you’re ready to send an invoice to.
Scroll down to the Invoices tab in Sales History, tap the invoice ready to be sent.
At the bottom of your screen, tap Ready to Bill items not in a project.
Review the invoice details.
After reviewing the invoice details, scroll to the bottom of the screen and tap Send To….
Review the email address, subject line, and message included with your client’s invoice.
At the bottom of your screen, tap Send.
For additional information on Invoices, click here.
If you have any questions about Quicken Simplifi, our support team is here to help.