When writing a check to pay an invoice, the author puts the job name on the Memo line and indicates the direct expense category and class in the Category field. As he types, Quicken's autofill function completes the typing, speeding the process.
When paying an invoice that applies to more than one job, the author opens a "split" record and indicates how the amount is divided between jobs, listed in the Memo field.
Under the Layout tab in the pop-up, title the report and indicate the type of information you want and the date range.
Quicken allows you to save, or "memorize," report formats that you use frequently. For example, in creating a custom category detail report, the author types NAME in the Memo line. Later, after saving the template, he can pull it up, replace NAME with the actual job name, and get the specified record for that job.
Other memorized reports compare company income with expense for a given time period, such as this year-end report.
Because Quicken has no labor hour function, the author has set up an account in which he records his crew’s hours as if they were dollars (above). Using split check writing as a workaround, he is able to quickly report the correct hours for each employee to his payroll service while ensuring that the hours get billed to the correct job.