Track and Manage Income
Keep your income organized and easy to track.
In Quicken Simplifi, manage your personal income — from paychecks and recurring deposits to transfers between accounts.
In Quicken Business & Personal, you can also manage your business income. Add clients, projects, and services; create and send professional invoices; record payments and sales receipts; and handle credits, refunds, and prepayments.
Whether you’re tracking personal deposits or running a business, this section walks you through how money flows into your accounts — so your reports, cash flow, and tax records stay accurate and up to date.
Managing Your Business Income
- Creating and Managing Invoices
- Accounts Receivable / Client Invoices Account
- Applying & Recording Payments
- Applying Partial Payments
- Handling Bulk Deposits: Using the Undeposited Funds Account
- Recording a Client Deposit or Prepayment
- Applying Credits to Invoices
- Creating Credit Memos
- Applying Credit Memos to Invoices
- Issuing and Applying Refunds
- Owner’s Draws and Capital Contributions