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- Click the Business tab.
- Click the Business Tools and choose Project/Job List.
- Select the appropriate option:
- To create a new project/job, click New.
- To change an existing project/job, click Edit.
- In the Customer field, enter or edit the name of the person or firm with whom you're dealing or select a name in the list.If you're entering a customer name for the first time, Quicken adds it to the Address Book. The next time you create an estimate or invoice for that customer, you can select it in this list.
- In the Project/Job field, enter or edit the project/job name.
- In the Status list, select a status for your project/job. If the status you want isn't in the list, click New/Edit to create your own status flag or change an existing one.
- In the Description field, enter or edit a description. (Optional)
- In the Dates area, enter or change the start date and projected end date for your project/job.
- Click OK.
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