Creating and tracking projects and jobs

Projects and jobs are a convenient way to track related income and expenses. Though you don't need to assign a business form to a project/job (Quicken tracks the form for you by customer anyway), we recommend using projects/jobs; if you have multiple projects underway with a single customer, you can track each project separately.

In Quicken, a project/job consists of one or more transactions with a particular customer. The transactions could be any business-related transactions—estimates, invoices, payments, credit memos, even bills for reimbursable expenses.

What can I do?

How do I create or edit a project/job?

How do I create a new status for my project/job?

How do I work with the Project/Job List?

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