Quicken Business & Personal Feature Requests

Have a request or a change for Quicken Business & Personal? Share it here!

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QBP: Ability to delete Items in Invoices

Active cyberstackn 12 views 0 comments 2 points Started by cyberstackn October 2025
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QBP: Ability to include business income and expenses in the Spending Plan (edited)

Active sidewalkboots 44 views 2 comments 6 points Most recent by DryHeat October 2025
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QBP: Add an Invoice Terms and Conditions Acknowledgement/Hyperlink [Edited]

Active robertanthony87 26 views 1 comment 3 points Most recent by sidewalkboots September 2025
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QBP: Add a dedicated Billable Expenses section (edited)

Active JMWDBA 1 view 0 comments 1 point Started by JMWDBA September 2025
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QBP: Add a Date During Task Creation (edited)

Active JMWDBA 1 view 0 comments 1 point Started by JMWDBA September 2025
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QBP: Include Project Name in Estimates (edited)

cloudquick 4 views 1 comment 1 point Most recent by Coach Natalie September 2025
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Ability to customize the Low Balance Notification for specific accounts (edited)

Active Max1223 56 views 4 comments 11 points Most recent by kgJettaIV September 2025
Merged: share spaces with more members

Closed shelbyD 1 view 0 comments 1 point Started by shelbyD September 2025
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QBP: Ability to add a Date Range to the Balance Sheet Report (edited)

Active gpobrien001 45 views 1 comment 8 points Most recent by moneymoneymoney111 September 2025
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QBP: Ability to view Projected Income for Clients/Projects (edited)

cloudquick 23 views 2 comments 2 points Most recent by cloudquick September 2025
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QBP: Need longer field for invoice number (edited)

sidewalkboots 11 views 1 comment 2 points Most recent by Coach Natalie September 2025
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QBP: Create Separate Spending Plans for Each Business

Active DryHeat 136 views 11 comments 11 points Most recent by fcb August 2025
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QBP: Combine unbilled project line items into one line on Invoices (edited)

Active jsd742 1 view 0 comments 1 point Started by jsd742 July 2025
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QBP: Remove "completed" projects when invoicing a client (edited)

TXSB 11 views 1 comment 1 point Most recent by Coach Jon July 2025
Merged: Sticky Account View

Closed Greg-n-Texas 1 view 0 comments 1 point Started by Greg-n-Texas July 2025
Merged: Spending Plan for Business

Closed khackett0614 1 view 0 comments 1 point Started by khackett0614 July 2025
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QBP: Separate lines in the Notes field should appear on the Invoice as separate lines (edited)

Active Marshall01 1 view 1 comment 3 points Most recent by Coach Natalie July 2025
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QBP: Ability to remove the "Pay" part in the Invoice email sent to clients (edited)

Active truk4u 21 views 3 comments 3 points Most recent by Marshall01 July 2025
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QBP: Ability to customize Invoices with client requested info, such as PO# and Account Code

Active Marshall01 1 view 0 comments 3 points Started by Marshall01 July 2025
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QBP: Ability to preset the Due Date for Invoices (edited)

Active WCL 1 view 0 comments 3 points Started by WCL June 2025
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QBP: Ability to break down the Spending Report by 'Business' (edited)

Active IB1542 14 views 0 comments 2 points Started by IB1542 May 2025
Merged: QBP: Add the ability to show only a specific business

Closed fcb 1 view 0 comments 2 points Started by fcb April 2025
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QBP: Clients & Projects - Add Folders and Filters by Business (edited)

Active stephaniemcastilla 23 views 1 comment 5 points Most recent by fcb April 2025
Merged: QBP: Add reoccurring messages at the bottom of invoices [Edited]

Closed Glenn C 1 view 0 comments 1 point Started by Glenn C March 2025
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QBP: Ability to create a default Invoice 'Message' for each Client (edited)

Active Amnesiac 47 views 2 comments 9 points Most recent by Glenn C March 2025
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QBP: Ability to send month end statements to clients [Edited]

Active Glenn C 13 views 0 comments 3 points Started by Glenn C March 2025
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QBP: Ability to turn off ready to bill Items on Invoices [Edited]

Active Glenn C 13 views 0 comments 5 points Started by Glenn C March 2025
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QBP: Ability to print checks for my business (edited)

Active donmcw 44 views 1 comment 1 point Most recent by Coach Jon March 2025
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QBP: Ability to turn off the "Business setup" prompt (edited)

Active Flopbot 24 views 3 comments 1 point Most recent by Coach Natalie March 2025
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QBP: Ability to associate a Recurring Series with a Business (edited)

Active tdpmd 23 views 2 comments 4 points Most recent by Flopbot March 2025

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