Clients

Products & Services for QBP: Share your feedback here!

Announcement Coach Natalie 26 views 2 comments 0 points Most recent by Coach Natalie March 9Quicken Business & Personal Feedback
New Feature Alert: Products & Services for QBP!

Announcement Closed Coach Natalie 181 views 2 comments 0 points Most recent by Coach Natalie March 9Updates From the Product Team
1

Up Down

QBP: Ability to create Clients from the Create Project page (edited)

Active Dick_Davis 13 views 0 comments 1 point Started by Dick_Davis January 2 Quicken Business & Personal Feature Requests
5

Up Down

QBP: Ability to set a default Invoice 'Due Date' for each Client (edited)

Active Amnesiac 44 views 2 comments 5 points Most recent by PGLConsultant October 2025Quicken Business & Personal Feature Requests
Future payment series show up as client credits

Closed sidewalkboots 43 views 5 comments 0 points Most recent by Coach Jon October 2025General Troubleshooting
2

Up Down

QBP: Ability to view Projected Income for Clients/Projects (edited)

cloudquick 25 views 2 comments 2 points Most recent by cloudquick September 2025Quicken Business & Personal Feature Requests
Unable to set Client and Category

Closed Michael.Tx 15 views 2 comments 0 points Most recent by RobWilk August 2025Report a Bug for Quicken Business & Personal
Category and Client cancel each other.

Closed MrKing 32 views 5 comments 0 points Most recent by sphealing May 2025Report a Bug for Quicken Business & Personal
5

Up Down

QBP: Clients & Projects - Add Folders and Filters by Business (edited)

Active stephaniemcastilla 26 views 1 comment 5 points Most recent by fcb April 2025Quicken Business & Personal Feature Requests
Merged: QBP: Add the ability to show only a specific business

Closed fcb 1 view 0 comments 2 points Started by fcb April 2025 Quicken Business & Personal Feature Requests
10

Up Down

QBP: Ability to create a default Invoice 'Message' for each Client (edited)

Active Amnesiac 57 views 2 comments 10 points Most recent by Glenn C March 2025Quicken Business & Personal Feature Requests
3

Up Down

QBP: Ability to send month end statements to clients [Edited]

Active Glenn C 14 views 0 comments 3 points Started by Glenn C March 2025 Quicken Business & Personal Feature Requests
2

Up Down

QBP: Add Client Labels to Projects (edited)

Active Flopbot 25 views 1 comment 2 points Most recent by Coach Natalie December 2024Quicken Business & Personal Feature Requests
Sort Order of Projects Under Clients

Closed Flopbot 52 views 3 comments 1 point Most recent by Coach Kristina December 2024Quicken Business & Personal Feedback