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.
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.
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.
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.
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.
For additional information on Invoices, click here.
If you're looking for specific steps for the Mobile App, please refer to our article on How to Bill a Client in Quicken Business & Personal using the Mobile App.
If you have any questions about Quicken Simplifi, our support team is here to help.