Clients

Discussion List

• 
  7
  QBP: Ability to preset the Due Date for Invoices (edited)

  Completed Closed Amnesiac 131 views 5 comments 7 points Most recent by Coach Natalie June 18Quicken Business & Personal Feature Requests
• 
  1

  Up Down
  QBP: Add tax status, tax id number, and hourly rate to client details (edited)

  Active Emily1320! 14 views 0 comments 1 point Started by Emily1320! June 18 Quicken Business & Personal Feature Requests
• 
  1

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

  Active Mortimer Duke 4 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 40 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 251 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 Most recent by Dick_Davis January 2Quicken 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 24 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 197 views 5 comments 0 points Most recent by sphealing May 2025Report a Bug for Quicken Business & Personal
• 
  6

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

  Active stephaniemcastilla 34 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
• 
  11

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

  Active Amnesiac 125 views 2 comments 11 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 12 views 0 comments 3 points Most recent by Glenn C March 2025Quicken Business & Personal Feature Requests
• 
  2

  Up Down
  QBP: Add Client Labels to Projects (edited)

  Active Flopbot 24 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