Invoicing and Client Payments category

Marys

I'm having trouble understanding why the received Payments income is categorized correctly ONLY on the Business Reports and not also on the Cash Flow report! On the Quicken Cash Flow report it is all lumped together to the new Client Payments category, regardless of my settings in products/services. Any other business income deposited not through invoicing is categorized correctly. Why should the Cash flow reports not categorize the received income payments correctly? This needs to be fixed.

We have several business: Bookkeeping Business with 3 clients, Rental Properties with multiple clients, an SCORP (that doesn't use the invoicing feature). For years and years, I been able to see our whole picture (business and personal) in one report and compare time periods to see how we are doing. I have my income categories set up as Bookkeeping Income with sub categories for each client, and Rental Income as a parent category with the clients as subcategories. Easy to collapse these for concise reports. I have my products/services assigned to the correct ones. As I said, everything posts correctly on the Business reports, but how frustrating to have all my business income on the cash flow report go to one silly category called "Client Payments". There's no way to compare overall past years/quarters/months or to just see how we are doing overall. This makes no sense that these payments don't post to the correct income categories on the Cash Flow as it does on the Business reports. I am going to have to reverse my data and stop using the invoicing feature. Please fix this!

Thanks,

Quicken Anja

Hello @Marys,

Thank you for taking the time to share your feedback—we understand how important it is to see your data reflected the way you expect across all reports.

What you're describing is currently how the Cash Flow report is designed to function, and there isn’t a built-in way to customize that behavior to match what you see in the Business reports.

That said, we encourage you to submit an Idea post in the Community. This allows other users with similar needs to vote on the suggestion, and our Product and Development teams regularly review those posts when considering future updates and improvements.

We appreciate your input and hope this helps!

Marys

Thank you. I will do that.