How to correctly categorize business income for an ad hoc invoice?

Question

To track business income by subcategories (for example, Consulting, Lecturing, Analysis), I create a corresponding Product & Service assigned to each subcategory which I then may invoice as part of a project for a given client.

When issuing an invoice that includes a one-time charge, how can I specify the Business Income subcategory to which I want the charge attributed rather than it being assigned to the parent Business Income category (which then may not be  edited later)?

Thanks in advance

Coach Kristina · Answer

Hello @Mortimer Duke,

Thank you for reaching out! The category/subcategory is tied to the item or service. To ensure the correct subcategory is assigned, you need to select an existing item/service with that subcategory, or create one if an appropriate item/service doesn't already exist. For more information, please see this article:

https://support.simplifi.quicken.com/en/articles/10394294-how-to-bill-a-client-in-quicken-business-personal#h_473f738451

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I hope this helps!