Invoicing: Activate Deposit Account filter button (Q Mac Canada)

James Tuttle

Within the "Receive Payment" window, against an invoice, are filter/list buttons: Business, Client, and Deposit Account.

Please activate/connect the "Deposit Account" button to list user's actual Quicken accounts.

In connection, can invoices that are open and have been sent to a client be listed on the "Bills & Income" page. Thank you.

James Tuttle

Hello. Can you please advise of the status of this issue / bug fix. Thank you in advance.

James Tuttle

Hello. Please provide update on status. Thanks.

Quicken Anja

Hello @James Tuttle,

I wanted to clarify how Idea posts work in our Community forum. Feature requests go through a voting process, where other users can vote on the idea if they would like to see it implemented. Once an idea gains enough traction, it is then reviewed by our Product and Development teams for consideration.

At this time, we are unable to provide a specific timeframe for when or if a requested feature will be implemented, as decisions are based on overall demand, feasibility, and other development priorities. We encourage you to continue gathering support by engaging with other Community members who may also find this feature beneficial.

If there are any updates regarding this request, they will be shared directly on this thread. Thank you for your patience and for contributing your ideas to help improve Quicken!

James Tuttle

@Quicken Anja;

Helllo. I want to thank you in your wanting to elucidate me on this process. However, that is not necessary. To be fair, not having this functionality is an oversight of your Product and Development teams and not an idea. It would be the equivalent of offering an invoicing functionality for Quicken Canada, but not having the ability to invoice in Canadian currency. It would be the equivalent of an automobile manufacturer designing a vehicle without an acceleration pedal; landing gear on a plane, etc.

May I also remind you, that it was you who had encouraged devout Quicken users to communicate "the lack of features" by posting them on this ideas page. These should not simply be items to be "voted" upon, but acted upon.

Utmost,

James Tuttle

Hello. Please provide update on status. Thanks.

James Tuttle

Hello. Please provide update on status. Thanks.

James Tuttle

Hello. Please provide update on status. Thanks.

James Tuttle

Hello. Please provide update on status.

Tick Tock.

Thanks.

Quicken Anja

Hello @James Tuttle,

As mentioned previously, Idea posts are forwarded based on the level of Community support they receive. Updates are only shared if an idea gains enough traction to be taken under consideration by the Product and Development teams.

We appreciate your understanding—thank you!

UKR

@James Tuttle ,
back to your original question …

Which specific accounts are missing from the selection list?
And how are these accounts defined? Account Type, Account Intent, etc.

In my Test file, all my Type = Checking accounts are listed, plus some others:

As to listing unpaid invoices on the Bills & Income tab:
The Bills & Income view only shows Scheduled Reminders.
To see unpaid invoices, please use the Unpaid Invoices List, available from the Business tab or the Business Menu item. For quick, one-click access to this view you can add an icon to the Quicken Toolbar.

James Tuttle

@UKR Do you use Quicken for Windows? It appears so.

These functions are not available to those who use Quicken Classic Mac - Business & Personal (Canada), perhaps the Windows version is fully functional.

That said, I please do urge you to vote up this "idea" for the sake of your fellow Quicken users, using another operating system.

James Tuttle

Hello, @Quicken Anja ,

I now have 4 invoices outstanding to select as paid, and 2 more to follow shortly. Has there been a fix to this issue?

Please advise.

With thanks.