How do I create or edit a project/job?

The Quicken Project/Job feature helps you track multiple jobs for a given customer. For example, a freelance writer can use projects/jobs to invoice a client for consecutive writing assignments, or a plumbing subcontractor can use them to track jobs for a general contractor. A single project/job may have a history that includes an estimate and several invoices, plus payments and possibly bills for reimbursable expenses. Here are more examples of when you might use projects/jobs:

• If you manage several apartment buildings, set up the building addresses as customers and the individual apartments as projects/jobs.
• If you invoice against purchase orders, set up each purchase order number as a project/job.
• If you have a practice or organization that sends one statement to a family to cover individual members of the family, set up the family as the customer and family members as projects/jobs.

You can create or edit a project/job and assign transactions to it at any time while you're conducting business with your customer. For example, initially you might submit a single invoice to a customer. At that point, while you're only tracking a single invoice, you don't really need to assign it to a project/job. But suppose your customer extends the project, or you end up needing to buy supplies for which you will be reimbursed. As the paperwork proliferates, you can create a project/job and assign the original invoice to it, along with the new forms you plan to create.