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.
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Managing Clients -
Managing Projects -
Sales & Billing Dashboard: Invoices, Estimates, Receipts -
Products & Services -
Estimates, Invoices, and Sales Receipts: What’s the Difference? -
Creating and Managing Estimates -
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 -
Using Sales Receipts -
Using the Undeposited Funds Account for Sales Receipts -
Online Payments with Stripe