Managing Clients

Overview

The Clients & Projects section in Quicken Business & Personal is your central hub for managing customer and client relationships.

Each client record stores essential contact details, billing preferences, and payment history—making it easier to invoice accurately, monitor outstanding balances, and maintain organized financial records.

Think of Client & Projects as your business Rolodex: a single place to view who you work with, what they owe, and the status of each project or invoice.

Why Managing Clients Matters

Keeping detailed client records helps you:

• Stay organized – Track all customer contact info and financial history in one place.

• Streamline invoicing – Automatically pull client details into new invoices.

• Track payments – See what’s billed, paid, or overdue at a glance.

• Assign work efficiently – Link expenses and projects to the correct client for accurate reporting.

• Build relationships – Keep private notes or preferences to personalize client interactions.

How Businesses Use Clients

Freelancer or Consultant:

Each company you work with is a client—store their billing contacts, assign project work, and generate invoices quickly.

Property Manager:

Treat each property owner as a client. You can then create projects for each property (for example, Ocean View Cottage or Downtown Loft) to track income and maintenance expenses.

Service-Based Business:

Use clients to manage ongoing relationships (for example, Blue Sky Media or Carmel Realty), with separate projects for each engagement or campaign.

Creating a Client

Once you’ve set up your business in Quicken Business & Personal, you can begin adding clients.

1. Hover over the left panel and select Clients & Projects.

2. Click the + Client tile in the upper right.

3. In the General tab, enter your client’s First Name, Last Name, and Company Name.

   • You can also add an Email Address, Phone Number, and Private Notes.

4. To add a mailing address, switch to the Mailing Address tab.

5. Click Create when done.

✅ Tip: Start by creating your most active clients first. This ensures new projects and invoices can be linked immediately.

Understanding the Client Details Page

When you click on a client, you’ll see a detailed dashboard summarizing their account activity:

Sales History tabs:

• Billed – All Paid, Sent, and Draft invoices.

• Open Credits – All issued credit memos.

• Other – Income assigned to this client or project not linked to a specific payment.

From here, you can create new invoices, add projects, or review payment status at a glance.

Editing a Client

Need to update a client’s details or contact info? You can edit any client record anytime.

1. Hover over the left panel and select Clients & Projects.

2. Locate the client you want to edit and click the three dots at the end of the row.

3. Select Edit Client.

4. Update the necessary information.

5. Click Save when done.

Archiving a Client

If you’re no longer working with a client, you can archive their record.
Archiving preserves historical data but prevents changes to associated invoices, items, or projects.
(Clients cannot be deleted at this time.)

1. Hover over the left panel and select Clients & Projects.

2. Locate the client and click the three dots at the end of the row.

3. Select Archive Client.

4. Click Archive Client again to confirm.

Best Practices for Managing Clients

• Keep information current: Update contact and billing info as soon as it changes.

• Add private notes: Use notes to track preferences, discounts, or reminders.

• Archive inactive clients: Keep your list manageable and reporting clean.

• Use projects strategically: Group large or ongoing work under projects for better visibility.

• Monitor “Ready to Bill”: Review this section before sending invoices to ensure accuracy.