Client Statements

Quicken Windows Subscription Member

There needs to be a way to print client statements showing invoices sent, payments and current balance. It would be helpful to have the ability to export this to a .CSV file also. Currently, the only way I can do this is to go to Business, Clients, click on the … and select "View Client". This is EXACTLY the information I need but this window allow you to do nothing other than see it on the screen. I need to print that or export it to a spreadsheet. Thanks!

2
2 votes

Reviewed · Last Updated

Welcome!

It looks like you're new here. Sign in or register to get started.
Sign In