What I need is the ability to adjust the sales tax liability account, or the balance will simply never be correct. I understand I can run a date-limited report to get the info for my future returns, but it's super annoying having an incorrect balance showing.

I am unable to add any kind of transaction other than a sales tax payment, which must be linked to an account.

I am unable to edit any of the existing transactions, because they are from invoices.

I am unable to create a ghost invoice to create the earlier tax liability, because that will affect my income.

Any other ideas for workarounds?

The Help files are NO help whatsoever in setting this up - in either using the Sales Tax register or in paying the tax. It says I must use invoices to pay the tax, but in my case, there is no invoice to be generated. I simply make the sale in person, collect the tax, and once a year, submit what I've collected to our local taxing agency.

Now that the year has rolled over, I can't figure out how to set this up. I have the deposits in my bank account for the various sales I made over the holidays, but how do I split out these transactions between Royalties Received (which is what my portion is) and the sales tax that I must turn over to the county?

Any step-by-step help would be greatly appreciated!

Gail B

The problem I am seeing is that the report isn't calculating correctly and is double counting transfers in the cash changed in period. I attached an excel to show what is going on but to summarize if I have net Income of $100 and transfers of $(100), I should have cash changed in the period of $0 but Quicken is calculating it to be (100) and I have pinpointed that the problem is the transfers. I spoke with a representative and we disconnected before figuring it out.

Some notes-

I don't have advanced options in the business reports

I can't unselect transfers from the categories

The transfers are currently making their way onto the cash flow report by manually assigning them to my business by transaction. There is no double entry, I only assign one side of the transaction or it will wash from the report.

I would really appreciate some help on this. Ive spent a few hours trying to figure this out and just think now it's a bug in the software.

[Edited - Readabilty]

However in my initial tests under Billed To, the clients company name is not missing — only the address and contact details are included. This also seems retroactive looking at some of my older invoices — no company names are visible.

Please advise.

Paul

I'm considering an upgrade to Business & Personal but my needs are pretty much just invoicing, so I'm not sure I'll stick with it. The tutorial explains migrating any existing categories used for business to some new form of business categories only in Business & Personal.

What happens to those categories and transactions if I downgrade back to Deluxe?

Could not find a description of either options? My current subscription is Classic Deluxe. Any help would be great.

1. Schedule E categories are spread out throughout the Business Expenses. But not all Business Expense Categories have a tax election. It's really important to know that a category I use will get recorded for reporting on the Schedule E form.
2. If you look at the settings for the Schedule E report actually pulls from ALL tax related categories, not just the ones assigned to Schedule E. This is strange.
3. The Schedule E report contains only the Quicken categories, NOT the Schedule E categories. I don't understand how this is helpful when at tax time I need to report according the Schedule E categories.
4. I have not used Quicken for Windows so I don't know what I'm missing but I want to make sure whatever I do, it will be compatible with future rental property functionality that I've heard is being worked on for Mac Quicken.

Am I missing anything? I've spent a fair amount of time searching the forums here and It just seems like the way things are.

My plan is to create a new Rental Property sub-category under Business Expenses. Then I will Make sure all of the categories under the Rental Property subcategory are all assigned a Schedule E tax category. Then I'm going to have to make my own Schedule E report that only uses my categories.

It's too bad I have to do this so manually.

I downloaded Quicken Mac Classic Business & Personal v8.2.1 and imported a copy of my Windows Quicken Classic Business & Personal QDF file. The good news is that all the balances of individual accounts appear correct. (Total networth is high by 3 cents, but that is hardly significant.)

Unfortunately, NONE of the business info was imported. The log file reads:

0 of 0 Businesses were imported

And in fact, there is one active business in my data (and 2 or 3 inactive).

What happened? This feels like a bug in your data importer where it failed to detect any businesses in my data.

I am running the Windows version in a Windows 11 virtual machine on my Intel Mac. This works, but soon Apple will stop supporting my Intel Mac and I would very much like to use your native Mac version of Quicken. I cannot do so, however, if it cannot reliably import everything from my Windows data file.

Please advise as to when this can be investigated and resolved. I am happy to help test out any possible solutions or beta builds with updated importers.

After creating my initial invoice in Quicken Classic Business & Personal for Mac, I observed that the send button is absent. The only available options are “Save to Draft” and “Save.”

I am uncertain about the appropriate action. Could you kindly provide guidance on how to send the invoice?

Thank you,

We have several business: Bookkeeping Business with 3 clients, Rental Properties with multiple clients, an SCORP (that doesn't use the invoicing feature). For years and years, I been able to see our whole picture (business and personal) in one report and compare time periods to see how we are doing. I have my income categories set up as Bookkeeping Income with sub categories for each client, and Rental Income as a parent category with the clients as subcategories. Easy to collapse these for concise reports. I have my products/services assigned to the correct ones. As I said, everything posts correctly on the Business reports, but how frustrating to have all my business income on the cash flow report go to one silly category called "Client Payments". There's no way to compare overall past years/quarters/months or to just see how we are doing overall. This makes no sense that these payments don't post to the correct income categories on the Cash Flow as it does on the Business reports. I am going to have to reverse my data and stop using the invoicing feature. Please fix this!

Thanks,

Next, the behavior of the tiles are wrong:
In Top 10 Movers the "Security" column takes up 2/3 of the width of the entire area allocated for dashboards. None of the columns are adjustable in width, so it takes up everything from the sidebar to the right edge of Quicken.
Another problem in the Top 10 Movers is that each equity takes up 2 lines. The first line is the equity name plus the data in the columns and the 2nd line is completely empty except for the symbol below the equity name. Basically, you can't see more than 5 of the Top Ten Movers without scrolling.

In the Holdings tile below it all of the columns can be adjusted. The more I study this the more it looks like the Top 10 Movers formatting is seriously messed up and because it takes the whole width of the Quicken screen, the Holdings window has no choice but to migrate to another level above or below it (depending on what Top 10 is doing in a given account or section. The Asset Allocation and Allocation by Security tiles are stacked one below the other.

I've been through all the settings, rebooted the Mac (2021 MBP 14") and quit and restored Quicken. No idea what is going on

However the categorization seems to be an issue for me.

When invoking “receive payment” it defaults both the payee and the category to “client payment” in the checking register.

But, in the register I want the payee to reflect the clients name and the category to be assigned, IE “rental income” or some such. However if I override that it deletes the link to the client payment.

Am I missing something?

Thanks,

Paul

Thank you

I have my primary residence in GA and four Rental Houses in AL. Quicken finds all my houses in AL and updates them correctly. But it can not find my GA Home in Zillow. I have tried all the Variations of addresses (DR, Drive, NE, Northeast, North East, etc.). It does not find the address. I have called Quicken Support, they don't know why. Two things come to mind. 1. Is there a problem with GA addresses? 2. Is there a limit to the number of Houses you can enroll and update in Quicken with Zillow? Four perhaps???

Any ideas?

Thanks in advance for any assistance.

• Zillow integration is working for my other property (which is in a different state)
• I have entered the address exactly as listed on the Zillow website (Where it's found just fine)
• I can find other homes on the street, and on close homes on other streets, but not direct neighbors