Ability to Import Clients in Business & Personal for Mac

AGGSpeaker
AGGSpeaker Quicken Mac Subscription Member ✭✭
in Product Enhancements

Recently upgraded to Quicken Classic Business & Personal for Mac. Having to manually type every one of the two hundred clients (and subset of open invoice amounts) I have in a spreadsheet is brutal. Seems a simple CSV import option should be a straightforward feature to add. Too much friction to use it with that much data entry. Even just getting the clients imported alone would be beneficial.

Tagged:
3
3 votes

Implemented · Last Updated

CSV Import of Clients has been implemented (March 2025) in version 8.1

Comments

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello All,

    This Idea seems to have stalled, and we would like to gauge the current interest in this request.

    Thank you!

    Quicken Kristina

    Make sure to sign up for the email digest to see a round up of your top posts.

  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta

    @Quicken Kristina CSV Import of Clients was added a year ago (March 2025) in version 8.1. This Idea should have been marked as Implemented at that time.

    Quicken Mac Subscription • Quicken user since 1993
  • Quicken Anja
    Quicken Anja Moderator mod

    Hello All,

    The status of this Idea has been changed to Implemented! The feature has been developed and released in 8.1.

    Thank you!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

Categories