How to create an invoice from QMac HB&R (edit)

irma.sotelo
irma.sotelo Quicken Mac Subscription Member
edited September 2023 in Installing and Updating (Mac)

Hello, community,

I have the Home, Business & Rental Property subscription, use personal and business accounts, and use Quicken for Mac because I do not have Windows on my personal computer.

I need to create an invoice for one of my customers, and I read that it is possible, but I do not find a way to do it; any guidance should be appreciated.

Answers

  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta

    I'd just add to what @RickO replied that the Quicken product management team has announced that they are developing a Home & Business version for Quicken Mac. We don't know whether it will be pretty identical to the Quicken Windows version or what it will include, and we don't know when they will release this new version. For for now, if you're paying for Home & Business subscription, and using only Quicken Mac, you're wasting the extra money on this higher -level subscription; you should contact Quicken Support to get them to downgrade your subscription to Premier until there is a Mac Home & Business version.

    By the way, over the years I did the books for a small business and for a non-profit association using Quicken Mac, and I needed to use a different program to generate invoices to send out. (I used the FileMaker Pro database because I was familiar with it and it used to be relatively inexpensive. Depending how many invoices you need to send, you could possibly just create an invoice template in Word or Pages, or possibly in a spreadsheet like Excel or Numbers, and copy-and-paste the description or amount between the invoice and Quicken.)

    Quicken Mac Subscription • Quicken user since 1993
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