Quicken Business & Personal for Mac and Windows suggestions. [Edited]
I use Quicken business on both Windows and Mac. I tried to migrate my one account to Mac last year. There were a few issues with my account in Mac which made me end up going back to Windows for that account.
When I migrated it separated "accounts receivable". The new invoices go into a "Client Invoices" folder. The original "Undeposited Checks" was now also not to be used and I had to open a new "Undeposited Check" folder. Why can't that all be linked together.
Windows: No link between customers and corresponding invoices. In Mac you can open your "client" and see the invoices & payments for that client. When looking a an invoice Windows does not have a clear view of what and when any payments have been made on it, you have to open the "payment history" to see them. Mac has a great view, it's very clear with no extra steps. The "address book" is hidden instead of being a tab under the business.
Mac: Unable to print statements, setting up the clients and how to print the invoices with all this extra client info. Plus the issues with my accounts receivable & Undeposited Checks. I would migrate to Mac for that account if those were addressed.
Comments
-
Hello @elicfox,
Thank you for coming to the Community to share your feedback! I recommend creating separate Idea posts for your separate recommendations. Sticking to one idea per post makes them more effective and increases the odds of other users voting for them.
Idea posts that get enough votes may be implemented in the future!
Quicken Kristina
Make sure to sign up for the email digest to see a round up of your top posts.
0
Categories
- All Categories
- 54 Product Ideas
- 36 Announcements
- 236 Alerts, Online Banking & Known Product Issues
- 21 Product Alerts
- 502 Welcome to the Community!
- 673 Before you Buy
- 1.4K Product Ideas
- 54.7K Quicken Classic for Windows
- 16.6K Quicken Classic for Mac
- 1K Quicken Mobile
- 824 Quicken on the Web
- 120 Quicken LifeHub