How do I work 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.

  1. Click the Business tab.
  2. Click the Business Tools and choose Project/Job List.
  3. Select the appropriate option:
  • Delete a project/Job
    Select the project/job you want to delete and click Delete. (You'll need to click OK to confirm the deletion.)

    When you delete a project/job Quicken doesn't delete the forms associated with it. However, you can always delete the form from the register as a separate procedure.

This feature requires Quicken Home & Business or Rental Property Manager. Learn how you can upgrade Quicken in minutes.

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.