Clients

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QBP: Ability to upload documents to clients, projects, and items (edited)

Active Mortimer Duke 2 views 0 comments 1 point Started by Mortimer Duke March 13 Quicken Business & Personal Feature Requests
Products & Services for QBP: Share your feedback here!

Closed Coach Natalie 31 views 2 comments 0 points Most recent by Coach Natalie March 9Quicken Business & Personal Feedback
New Feature Alert: Products & Services for QBP!

Closed Coach Natalie 236 views 2 comments 0 points Most recent by Coach Natalie March 9Updates From the Product Team
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QBP: Ability to create Clients from the Create Project page (edited)

Active Dick_Davis 13 views 0 comments 1 point Most recent by Dick_Davis January 2Quicken Business & Personal Feature Requests
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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 41 views 5 comments 0 points Most recent by Coach Jon October 2025General Troubleshooting
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QBP: Ability to view Projected Income for Clients/Projects (edited)

cloudquick 26 views 2 comments 2 points Most recent by cloudquick September 2025Quicken Business & Personal Feature Requests
Unable to set Client and Category

Closed Michael.Tx 13 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 31 views 5 comments 0 points Most recent by sphealing May 2025Report a Bug for Quicken Business & Personal
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QBP: Clients & Projects - Add Folders and Filters by Business (edited)

Active stephaniemcastilla 22 views 1 comment 6 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 Most recent by fcb April 2025Quicken Business & Personal Feature Requests
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QBP: Ability to create a default Invoice 'Message' for each Client (edited)

Active Amnesiac 76 views 2 comments 10 points Most recent by Glenn C March 2025Quicken Business & Personal Feature Requests
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QBP: Ability to send month end statements to clients [Edited]

Active Glenn C 11 views 0 comments 3 points Most recent by Glenn C March 2025Quicken Business & Personal Feature Requests
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QBP: Add Client Labels to Projects (edited)

Active Flopbot 21 views 1 comment 2 points Most recent by Coach Natalie December 2024Quicken Business & Personal Feature Requests
Sort Order of Projects Under Clients

Closed Flopbot 55 views 3 comments 1 point Most recent by Coach Kristina December 2024Quicken Business & Personal Feedback