Invoicing and Client Payments category - Income should post correctly on ALL reports. (Q Mac)

Marys · April 2025

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 payments income 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 SCorp income, Bookkeeping Income with sub categories for each client, and Rental Income as a parent category with subcategories for clients. 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,

drenader · October 2025

I would like to second this. It is very frustrating to be forced to have the category "Client Payment" vs a more granular income category.

It makes me not want to utilize the invoicing feature at all, which was one of the big reasons I upgraded. I don't understand why "Client Payment" would not allow further breakdowns other than an easy hack to make your invoicing system work.

jacobs · October 2025

I agree that not being able to see income by the categories applied to invoices, except in the Business Income Statement report, makes the current business software unsuitable for many small business owners. (I no longer need Quicken for managing the books on a business, but I did in the past — and this would have been an unsatisfactory solution for me.) Additionally, Quicken touts being able to work for both cash and accrual basis businesses, but the reality is that this is only in limited reports; for the most part, Quicken treats revenue as occurring only when a customer pays an invoice — which would have been unacceptable for the businesses I used Quicken for.

Georgia6065 · December 2025

I agree. When I receive a payment, I’d like to see it update my checkbook with the Client’s name as the Payee instead of showing ‘Client Payment’ and, if possible, it should update the Category in the Checkbook as an Income category instead of ‘Client Payment’ in the checkbook, too- that would make it a lot easier to find and report on within the checkbook.

peterkent · March 3

This is so obviously a design bug…what used to be called a "bug-like feature." It simply doesn't make sense, and makes the invoicing feature close to unusable…perhaps unusable, I haven't yet figured out how to get around this in a useful way. What's really irritating is that one of the reasons I upgraded is to get invoicing.

Quicken Anja · March 11

Hello All,

The status of this Idea has been changed to Under Consideration as it has reached enough votes and has been submitted to our Product and Development team for further review.

Thank you!

Invoicing and Client Payments category - Income should post correctly on ALL reports. (Q Mac)

Under Consideration · Last Updated March 11

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