[BUG REPORT] H&B Customer Statements showing invoice outside the date range

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VorDesigns
VorDesigns Quicken Windows Subscription Member ✭✭

Printed a statement for 04/01/2025 - 06/01/2025 with a statement date of 06/01/2025.

The statement shows invoices all the way back to 2007; WTF?!?

Checked data file, no errors report.

Anyone have a resolution for this, I had to create a temporary statement with Excel. I can't send trash like this to a customer. This has worked correctly up until last month and I've been using H&B since 98.

Comments

  • Quicken Jasmine
    Quicken Jasmine Moderator mod

    Hello @VorDesigns,

    Thanks for reaching out!

    I’d like to gather a bit more detail so we can pinpoint what's going on:

    • When generating the statement, which specific options are selected under “Include” or “Show”?
    • Are these older invoices marked as paid, open, or partially paid?
    • Does the issue persist if you generate the same statement for a different customer or a different date range?
    • Have you recently restored a backup or made any changes to the register or invoice templates?
    • Can you confirm the exact version and build of Quicken H&B you’re currently using (Help > About Quicken)?
    • Is your file stored locally or synced with a cloud service like OneDrive or Dropbox?
    • Do any filters or memorized reports apply when you generate this statement?

    Let me know, thanks!

    -Quicken Jasmine

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