Using for a business not rental properties, Classic not Simplifi

MindYourBus

Is there a way to assign expenses / vendor bills to a specific customer or project? I have used Quicken for decades for personal use but have upgraded to Quicken Classic Business & Personal version R66.23 to wean off of Quickbooks which is more than my small business needs. But I really can't seem to find the tools in Quicken to to run similar to Quickbooks. All the articles seem to deal with Simplifi and not the Classic versions.

NotACPA

Assuming that you're using banking and card accounts for both personal and business purposes … you can click the Gear icon in the upper right corner of each such account register and check the EXPENSED column.

Then, as the category use a new account that you set up. I call mine "Receivables". A transfer to that new category, along with "Expensed" will indicate that it's something that you'll bill to a customer/project, and you can use TAGS on that transaction to indicate which customer/project.

With the Expensed indicator, you'll be able to include the item on your invoices, and when you get paid for those, show the money as going to that Receivables account.

cleroks

Use Tags to assign expenses / vendor bills to a specific customer or project.