Creating and Tracking Projects and Jobs in Quicken Home & Business

Projects and jobs are a convenient way to track related income and expenses. Though you don't need to assign a business form to a project/job (Quicken tracks the form for you by customer anyway), we recommend using projects/jobs; if you have multiple projects underway with a single customer, you can track each project separately.

In Quicken, a project/job consists of one or more transactions with a particular customer. The transactions could be any business-related transactions-estimates, invoices, payments, credit memos, even bills for reimbursable expenses.

  • Creating or editing a project/job

    The Quicken Project/Job feature helps you track multiple jobs for a given customer. For example, a freelance writer can use projects/jobs to invoice a client for consecutive writing assignments, or a plumbing subcontractor can use them to track jobs for a general contractor. A single project/job may have a history that includes an estimate and several invoices, plus payments and possibly bills for reimbursable expenses. Here are more examples of when you might use projects/jobs:

    • If you manage several apartment buildings, set up the building addresses as customers and the individual apartments as projects/jobs.
    • If you invoice against purchase orders, set up each purchase order number as a project/job.
    • If you have a practice or organization that sends one statement to a family to cover individual members of the family, set up the family as the customer and family members as projects/jobs.

    You can create or edit a project/job and assign transactions to it at any time while you're conducting business with your customer. For example, initially you might submit a single invoice to a customer. At that point, while you're only tracking a single invoice, you don't really need to assign it to a project/job. But suppose your customer extends the project, or you end up needing to buy supplies for which you will be reimbursed. As the paperwork proliferates, you can create a project/job and assign the original invoice to it, along with the new forms you plan to create.

  • Working with the Project/Job List

    Quicken tracks your projects/jobs in the Project/Job List, which provides a quick and convenient overview of all your current project/jobs and the individual invoices, estimates, bills, and so on that make up each project/job. In addition, the Project/Job List can help you get an idea of how your business stands at any particular time. The final value in the Total column is the total of all job-related accounts receivable that are still due, minus all job-related expenses that are still due-in other words, the total amount of unpaid invoices, minus unpaid bills.

    You can work with the Project/Job List in various ways-you can sort the list by customer, or by projects/jobs, or by all projects/jobs with a particular status, and more. You can also open business forms for editing from the Project/Job list; just double-click the form in the list.

  • Deleting a project/job

    If you decide to delete a project/job Quicken does not delete the forms associated with it. However, you can always delete the form from the register as a separate procedure.

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