Bill To Not Populating In Invoicing

Jon_sacks
Jon_sacks Quicken Windows Subscription Member ✭✭

I had reported a problem to support where the "Bill To" information was not populating in the "Invoice". I was told this was an ongoing issue reported back in December of 2025, but still, there was no resolution. I followed up again today and was told the same thing.

I deprecated back all the way to 65.15, and the problem persisted, leading me to believe this was not in fact a bug that had been introduced, but perhaps a data or setup problem. There are no settings in the address book other than "Quickfill List" and "Customer List" that you would think would affect customers (both were properly checked).

In Version 66.11, I started having a new problem that memorized transactions were not populating in the register even though the drop down of the memorized transactions were displaying. I reviewed the Preferences for "Data Entry and Quickfill" and found that a field "Recall memorized payees" was not checked. I do not know if this is a new field or if one of the updates cleared the field, but checking this field fixed both of the problems.

Nobody in Technical Support was aware of the behavior, and this field was in the preferences. Further, the help section makes no mention of this field affecting "Invoicing" (see the following).

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Perhaps if Quicken just devoted a little time in researching the bug, they may have found that this is now a "Feature" and not a bug! Perhaps someone knows when this flag appeared or which version turned it off. Quicken needs to update their documentation and/or correct this if it is a bug.

Thanks, Quicken Support.

[Edited]

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Comments

  • Quicken Carlos
    Quicken Carlos Quicken Mac Subscription Moderator mod

    Hi @Jon _sacks,

    Thank you for reaching out to the Quicken Community and for sharing your feedback with us. We understand how frustrating this situation can be.

    I will forward this information to the appropriate team so they can review and update the article you’re referring to.

    I hope this helps.

    Quicken Carlos

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