Q Mac Online Help for Invoicing is incomplete and inaccurate

dcormier

I was just reviewing the online help for indicate that an expense is billable to a client. specifically this section:

https://info.quicken.com/mac/categorizing-transactions-as-billable-expenses

The instructions are incomplete in that no where does it explain how you mark a transaction in the register as "billable". it only discusses how to categorize but that isn't new.

Also in the Important Notes section it incorrectly states:

• The register is only used to categorize an expense, not to mark it as billable.

This is incorrect. My understanding is that you DO mark an expense transaction as "billable" in the register.

MontanaKarl

Agree - that page is really poorly written, incomplete and confusing… and shouldn't have the purple beta testing box at the top.

Part of the missing key parts are that you must enable the columns in the Register for Business, Client and Billable.

As always with register column customization - if you do not see those columns, right click on any column header to get the list of available columns… then put a checkmark in all 3 listed above. Then, you will be able to enter the business name, client, and check the "billable" box for the transaction to pass it to an invoice.

Do note that if you want to mark up the billable item, you need to do the math manually… move the item onto your invoice and then change the billable amount. Quicken will compute the profit correctly… using the billable item as cost of good sold to subtract from the gross income billed. (So, if all you do is pass on the item - the net profit is zero, nothing taxable to you.)

Quicken John H

Hi. This is the writer, John.

You're right. The invoicing content went out before I had a chance to get a final review, and parts of it were just plain wrong. I'll address your issues ASAP.