Using for a business not rental properties, Classic not Simplifi

MindYourBus
MindYourBus Quicken Windows Other Member
in Business and Rental Property Tools (Windows)

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.

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Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    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.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • cleroks
    cleroks Quicken Windows Subscription Member ✭✭

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

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