The Clients tab allows you to manage the people or businesses you invoice. You can add and edit client information, create and track invoices, record payments, and issue refunds.
View the client list
The client list displays the most recent activity and current balance for each client:
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Latest Activity: The date of the last invoicing activity for the client.
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Credit: Any credit the client currently holds.
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Unbilled: Billable expenses and time that have not yet been added to an invoice.
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Billed: Total amount invoiced to the client.
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Paid: Total payments received.
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Unpaid: Current outstanding balance.
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Overdue: Portion of the unpaid balance that is past due.
View client details
To see more detail for a client, double-click the client's name in the list. This opens the Client Details view, which includes tabs for Overview, Invoices, Transactions, and Notes, along with a toolbar for creating a new invoice, recording a payment, or issuing a refund.
The Overview tab shows the client's profitability, total invoices, open and overdue balances, unbilled expenses, and available credit. Use the Business filter on the Overview to view the client's details for a specific business, which is helpful when you invoice the same client from more than one business.
Add a new client
To add a client:
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Click the New Client button at the top of the Clients tab.
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Enter the client's name and any other information you want to track.
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Click Save.
The new client appears in the client list, and you can begin creating invoices or recording activity for them.
Take action on a client
With a client selected, you can do the following from the menu bar:
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Click New Invoice to create an invoice.
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Click Receive Payment to record a payment.
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Click Issue Refund to issue a refund for a paid invoice.
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Click Edit to update the client's information.
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Click View to open the Client Details view.
You can also use the Actions menu, the ... (three-dot menu) next to a client name, to access these options:
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View Client: Open the Client Details view.
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Edit Client: Change the client's information.
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Hide Client: Remove the client from the visible list without deleting their data.
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Delete Client: Permanently remove the client from your records.
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Receive Payment: Record a payment.
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Issue Refund: Issue a refund for a paid invoice.
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New Invoice: Create a new invoice for the selected client.
Import clients from a CSV file
You can import client records from a CSV file exported from QuickBooks Desktop, QuickBooks Online, or another source. Each row in the file must include a first and last name, or a company name.
To import clients:
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On the Clients tab, click the ... (three-dot menu) next to the search field, then select Import from CSV.
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Click Choose CSV file to Import. If you need a template, click Download Sample CSV instead.
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Select your file and click Import.
Quicken displays a Ready to Import summary showing the total number of clients in the file, how many are new, and how many are possible duplicates of existing clients. Choose one of the following:
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Keep All: Adds every client in the file, including duplicates. Duplicate clients are added with a number appended to the name, for example, "ASA Associates 2."
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Replace Existing: Overwrites existing client records with the matching records from the file.
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Review Duplicates: Opens a dialog so you can resolve each duplicate individually.
Resolve duplicate clients
If you click Review Duplicates, Quicken shows the existing record next to the imported record for each duplicate, one at a time. Any field that differs between the two records is highlighted. Select Existing Record, Imported Record, or Keep Both Records to choose how to resolve it.
To apply the same choice to every remaining duplicate, select Apply selection to all remaining duplicates. Otherwise, click Next to move to the next duplicate. Click Import on the last duplicate to complete the import.
After the import
When the import finishes, Quicken shows a summary of how many clients were added and how many existing clients were replaced. To reverse the changes, click Undo Import on this summary screen.