Quicken Classic Mac Business & Personal - Custom report based on invoiced clients

Paul1

I am trying to build a custom report based on clients in the invoicing module.

However there doesn't seem to be anywhere to select the client data in the conventional edit report window of Accounts / categories / tags / payees / advanced to create said report.

However If I go to Business Tab / dashboard / income statement / business income the "client" is displayed as a column and the data is there.

Am I missing something ?

jacobs

The issue here is that the conventional Quicken reports were never updated to include Business data fields when the Business & Personal version was created two years ago. The only business reports available are those on the Business tab of the Reports screen, or the Reports card of the Business Dashboard. Whether they will change this in the future to integrate business data fields into the standard reports is anyone's guess.

jacobs

The issue here is that the conventional Quicken reports were never updated to include Business data fields when the Business & Personal version was created two years ago. The only business reports available are those on the Business tab of the Reports screen, or the Reports card of the Business Dashboard. Whether they will change this in the future to integrate business data fields into the standard reports is anyone's guess.

Paul1

Thanks, that explains it and based on that I was able to create a workaround using "Client Payment" as either a Payee or Category - got what I needed.