Clients

Discussion List

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  How to delete a client and associated invoices

  Mortimer Duke 72 views 7 comments 0 points Most recent by Coach Natalie September 10General Troubleshooting
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  7
  QBP: Ability to preset the Due Date for Invoices (edited)

  Completed Closed Amnesiac 167 views 5 comments 7 points Most recent by Coach Natalie June 18Quicken Business & Personal Feature Requests
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  QBP: Add tax status, tax id number, and hourly rate to client details (edited)

  Active Emily1320! 16 views 0 comments 1 point Started by Emily1320! June 18 Quicken Business & Personal Feature Requests
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  QBP: Ability to upload documents to clients, projects, and items (edited)

  Active Mortimer Duke 3 views 0 comments 1 point Started by Mortimer Duke March 13 Quicken Business & Personal Feature Requests
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  Products & Services for QBP: Share your feedback here!

  Closed Coach Natalie 44 views 2 comments 0 points Most recent by Coach Natalie March 9Quicken Business & Personal Feedback
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  New Feature Alert: Products & Services for QBP!

  Closed Coach Natalie 260 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 17 views 0 comments 1 point Most recent by Dick_Davis January 2Quicken Business & Personal Feature Requests
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  Future payment series show up as client credits

  Closed sidewalkboots 48 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 23 views 2 comments 2 points Most recent by cloudquick September 2025Quicken Business & Personal Feature Requests
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  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
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  Category and Client cancel each other.

  Closed MrKing 211 views 5 comments 0 points Most recent by sphealing May 2025Report a Bug for Quicken Business & Personal
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  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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  6

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

  Active stephaniemcastilla 47 views 1 comment 6 points Most recent by fcb April 2025Quicken Business & Personal Feature Requests
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  11

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

  Active Amnesiac 136 views 2 comments 11 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 13 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 24 views 1 comment 2 points Most recent by Coach Natalie December 2024Quicken Business & Personal Feature Requests
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  Sort Order of Projects Under Clients

  Closed Flopbot 54 views 3 comments 1 point Most recent by Coach Kristina December 2024Quicken Business & Personal Feedback