Using for a business not rental properties, Classic not Simplifi

Question

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.

cleroks · Answer

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

NotACPA · Answer

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.