Creating invoice (on Q Mac)

mdx03

Hello there,

I am new to quicken and have just purchased MAC Quicken Classic for Business and Personal. I am trying to create an invoice and cant seem to find the business tab. Can some one advise me on how to go about doing this.

thanks

jacobs

Well, there are several issues here: some bad news, good news, and bad news. The first bad news is that there is currently not a Business & Personal version of software for Quicken Mac. You have purchased thea Business & Personal subscription tier, and while a subscription allows you to download and use both Quicken Windows and Quicken Mac, at this time there are only business features available in the Windows version. No version of Quicken Mac can currently create and send invoices.

Now, there's some good news, too. Earlier this year, the Quicken Mac team announced that after many years of customer requests, they are now developing a Business & Personal version for the Mac. And there are some indications that this product may be released fairly soon. Recently, Quicken Mac online help added pages for business features in "an upcoming release":

And now for the additional bad news. The Quicken Mac team typically deploys significant new features in an iterative series of releases, rather than the whole thing at once. That is, the first release of a new feature is often only the start, so users can begin using it and commenting on what additional functionality they want, while they continue development work. Over a period of months and several releases, they build out the functionality of the new feature. This has been the process for many improvements to Quicken Mac over the years, from reports to payee rules to dashboards. While waiting for additional features can be frustrating, it's not a bad system; it enables them to start getting new features out to users months or years earlier than if they tried to build the full Cadillac version before releasing anything, and early user feedback often helps guide the ongoing development priorities. Because the scope of business features is pretty large, I would expect the same pattern will play out here: a limited first release followed by more and more functionality over time. And perusing those recently-added online Help pages for Business & Personal seems to give some good clues about what will and won't be encompassed in the first iteration of the Business & Personal version for Mac — and there's no reference there to invoicing. So while the new Mac Business & Personal software may be delivered sometime fairly soon, it may not contain the invoicing functionality you're looking for until sometime further in the future.

Chris_QPW

There isn't a "business edition" for Quicken Mac (they say they are working on it, but no telling when it will come out). The Business mentioned in the product adds is for Quicken Windows, which is included in the subscription at that edition level. If you are only on a Mac you the most you need is the Premier edition, and even that might be more than you need since it doesn't have a lot of features over the Deluxe edition on the Mac.

mdx03

But in their website Mac for Business and Personal do say say you can send invoices ..

jacobs

Well, there are several issues here: some bad news, good news, and bad news. The first bad news is that there is currently not a Business & Personal version of software for Quicken Mac. You have purchased thea Business & Personal subscription tier, and while a subscription allows you to download and use both Quicken Windows and Quicken Mac, at this time there are only business features available in the Windows version. No version of Quicken Mac can currently create and send invoices.

Now, there's some good news, too. Earlier this year, the Quicken Mac team announced that after many years of customer requests, they are now developing a Business & Personal version for the Mac. And there are some indications that this product may be released fairly soon. Recently, Quicken Mac online help added pages for business features in "an upcoming release":

And now for the additional bad news. The Quicken Mac team typically deploys significant new features in an iterative series of releases, rather than the whole thing at once. That is, the first release of a new feature is often only the start, so users can begin using it and commenting on what additional functionality they want, while they continue development work. Over a period of months and several releases, they build out the functionality of the new feature. This has been the process for many improvements to Quicken Mac over the years, from reports to payee rules to dashboards. While waiting for additional features can be frustrating, it's not a bad system; it enables them to start getting new features out to users months or years earlier than if they tried to build the full Cadillac version before releasing anything, and early user feedback often helps guide the ongoing development priorities. Because the scope of business features is pretty large, I would expect the same pattern will play out here: a limited first release followed by more and more functionality over time. And perusing those recently-added online Help pages for Business & Personal seems to give some good clues about what will and won't be encompassed in the first iteration of the Business & Personal version for Mac — and there's no reference there to invoicing. So while the new Mac Business & Personal software may be delivered sometime fairly soon, it may not contain the invoicing functionality you're looking for until sometime further in the future.

Chris_QPW

This is the product page for Mac and it doesn't have Business on it:

https://www.quicken.com/products/classic-premier-deluxe-mac/

This is a bit misleading:

You will notice that the ones without "Mac" are assumed to be Windows, without actually stating that. And it doesn't help that in a lot of cases they don't use real screenshots, instead they seem to post "mockups".

mdx03

Thanks Chris_QPW and jacobs. I think i will cancel my subscription and come back in a year.