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Why can't I create a Project/job for my Customer?

VorDesigns

Hi,

I signed new work with a new customer, I use master service agreements and task order; I need to add the task order to all billing. I assumed, like with QuickBooks where I would create a customer job, I would create a customer project in Quicken H&B. When I try to create the Project, I am not able to select the new customer.

My assumption is that it is a bug, and until I have an actual invoice or expense transaction for this new customer, I can't add a project.

Is this bug confirmed officially?

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Accepted answers

UKR

Quickbooks is advanced bookkeeping. Quicken is bookkeeping 101.

AFAIK, you need to have a customer in your Customer Invoices account register first. Create the first invoice, give it a new Project/Job name while you do so. That should really be all you need.

Are you new to Quicken for Windows?

Welcome.
Please read this for more information, some videos and a list of resources to help familiarize yourself with Quicken:
https://www.quicken.com/quicken-tips
https://www.quicken.com/complete-guide-getting-started-quicken-windows

Quicken Help! (Quicken for Windows)

If you're unsure about how to do something, you can find more information about a specific task,
function, feature or report in Quicken Help.
To access Quicken Help simply press the F1 key from anywhere in Quicken (or
click Help in the Menu bar, then click Quicken Help).
Once Help has started, use the Search tab to search using keywords, e.g., "buy security".
Some Quicken view screens may have a blue (or yellow) button with a question mark. Click it to get view - specific help.
A browser-based version is available here:
https://help.quicken.com/display/WIN/Quicken+Windows+Help

After setting up your personal and business bank accounts in Quicken, to get started
with setting up a small business start reading here: https://help.quicken.com/display/WIN/Business

All comments

UKR

Quickbooks is advanced bookkeeping. Quicken is bookkeeping 101.

AFAIK, you need to have a customer in your Customer Invoices account register first. Create the first invoice, give it a new Project/Job name while you do so. That should really be all you need.

Are you new to Quicken for Windows?

Quicken Help! (Quicken for Windows)

After setting up your personal and business bank accounts in Quicken, to get started
with setting up a small business start reading here: https://help.quicken.com/display/WIN/Business

VorDesigns

Thanks for the confirmation; you can't create a project, the horse, without an invoice, the cart.

mshiggins

"When I try to create the Project, I am not able to select the new customer."

I have no problem creating a new Project for a Customer that has no invoices (or transactions of any kind). In fact, I have no problem creating a new Project and creating the new Customer during the Project creation process, by just keying the new Customer name in the "New Project/Job" Customer dropdown.

I did my testing in both R56.9 and R57.16.

Can you post the exact steps you take?

-JP