Will Quicken for Mac create and print Statements for clients

RebMckenzie
RebMckenzie Quicken Mac Other Member ✭✭
edited September 27 in Before you Buy

Can quicken business & personal version for Mac, print statements for clients not invoices but full statements that show past and current balances?

Invoices are not helpful for our use as our clients are month to month long term and need to see the past charges, payment and current charges.

Thank you,

Answers

  • Jon
    Jon Quicken Mac Subscription SuperUser, Mac Beta Beta

    Here's a list of the extra Business reports you get:

    Screenshot 2025-08-27 at 6.36.35 PM.png
  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta

    @RebMckenzie No, Quicken Mac Busones & Personal does not generate statements for clients. It generates and prints invoices. But if you want a statement that lists the outstanding invoices for each client, that functionality doesn't exist. You might be able to view a screen for a clients and make a screenshot of it to send as a rudimentary statement, but it would likely to be hard to filter properly to be useful for this purpose.

    Quicken Mac Subscription • Quicken user since 1993
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