Overview
Seeing what transactions belong to a client or project at a quick glance has never been easier than with Quicken Business & Personal's column options, allowing you to view what clients and projects a transaction is tied to within the register. Reporting filters are also available, allowing you to drill down into specific aspects of your business and clients.
Enabling the Client / Project column
The Client/Project column gives you the flexibility to view what transactions are tied to specific clients or projects associated with your business. You can also assign clients and projects to a transaction directly from the Transaction Activity screen.
Hover over the menu on the left-hand side and select Transactions.
Click the gear icon to the upper right of the Transactions List.
Click on the Client / Project column and a checkmark will appear next to it. To remove the Column, just uncheck it.
Note: You can reset your Columns back to default by selecting the gear icon to the upper right of the Transactions List and then selecting Reset to defaults.
Assigning a Client or Project to a transaction
With the Client / Project column enabled, you can assign a client or project directly from the Transaction Activity window. If a transaction is not associated with a business but is linked to a client or project in the Transaction Activity, it will be automatically associated to the business tied to the client/project.
Hover over the menu on the left-hand side and select Transactions.
Find or search for the Transaction you want to associate with a Client/Project.
Click on the Client / Project column dropdown and select the applicable Client or Project.
Note: you can remove a Client or Project from the Transaction by clicking the small X in the corner of the field.
Filtering reports with Clients and Projects
Quicken Business & Personal users can now filter their Profit & Loss reports by Clients & Projects or Clients.
Hover over the menu on the left-hand side and select Reports.
In the Profit & Loss report header, click on the Column dropdown.
Select Clients & Projects or Clients.
Clients & Projects: will incorporate transactions tied to all clients and projects.
Clients: will incorporate only transactions tied to a client and not to a project.
Note: Client & Project report filtering is not available on the Quicken Business & Personal mobile app.