Business & Personal
Quicken Classic for Mac’s Business & Personal edition gives you the structure and flexibility you need to manage your business finances in one place. Whether you're tracking invoices, handling expenses, or reviewing profitability, the tools are built to help you stay organized, bill accurately, and make better decisions—without needing to be an accountant.
Invoicing: Full Control and Clear Tracking
You can create professional invoices that include products, services, or reimbursable expenses. Quicken allows you to define your own invoice number format—so if you use identifiers like “Q1-001” or “ClientA-2024,” it adapts accordingly and keeps the sequence going automatically. Each invoice includes a visual “status chip” that tells you at a glance whether it’s a draft, open, overdue, paid, or voided.
If you need to void an invoice, Quicken gives you a way to do it without altering your reports or deleting data. You can even undo a void if you change your mind. These tools let you maintain accuracy and control throughout the entire billing cycle.
You can:
Set up custom invoice numbers with automatic sequencing
Quickly see invoice status from the list view
Void invoices without removing them from history, and undo when needed
Receiving Payments: Accurate, Realistic Cash Flow
When you receive a client payment, you have multiple options for recording it. You can apply payments directly from an invoice, the invoice list, or the client detail view. Payments are first placed in an Undeposited Funds account, which reflects reality: sometimes you receive money before it hits the bank. This keeps your cash flow records accurate and avoids inflated balances.
You can also apply credits from clients to invoices during payment entry, which is helpful for prepayments or adjustments. All of this helps you track cash movement clearly and avoid mistakes when it comes time to reconcile your books.
You’re able to:
Record payments from anywhere: invoices, clients, or accounts
Hold funds temporarily in Undeposited Funds before bank deposit
Apply client credits toward open balances when needed
Billable Expenses: Capture and Recover Every Cost
If you pay for something on behalf of a client—like a supply run, contractor fees, or travel—you can tag it as a billable expense in your register. Once it's marked, Quicken links it to your business and client and holds onto it until you’re ready to include it in an invoice.
You’ll never have to dig through transactions or try to remember which costs belong where. When you create your next invoice, Quicken shows you which expenses are waiting to be billed. Just select the ones that apply, and they’ll be added with the correct amounts.
This helps you:
Mark any transaction as billable and tie it to a client
See all unbilled expenses when creating invoices
Recover expenses that might otherwise be forgotten
The Business Dashboard: Live Insights Without the Guesswork
The Business Dashboard gives you a live snapshot of how your business is doing. You can see breakdowns of paid, unpaid, and overdue invoices, track income and expenses, and monitor cash flow and upcoming bills—all in one view. Each panel, or “card,” is customizable. You can rename it, change its color, set a custom date range, or filter it by business.
If you spot something that needs attention, you can take action right from the dashboard. You can create a new invoice or record a payment with one click.
The dashboard helps you:
Visualize your current financial picture with real data
Customize the layout to suit your needs
Act immediately on open balances or overdue payments
Client Management: A Full History in One Place
Each client you work with has their own detailed profile. From there, you can view their transaction history, notes, expenses, and profitability. This is useful whether you're reviewing performance or preparing for a conversation with them. You’ll see how much you’ve billed, how much they've paid, and which expenses are tied to their account.
You can also import or export your client list via CSV, including files from QuickBooks. Quicken checks for duplicates and missing data during import, helping you avoid messy records.
You’re able to:
Access full financial history by client, including notes and expenses
Import/export client lists easily, even from other systems
Keep your records organized, even as your client base grows
Reports That Make Sense
Quicken gives you access to the reports that matter for business decisions. Whether you need an income statement, profit & loss, cash flow summary, or accounts receivable aging, each report is easy to run and filter by business, category, or date range. Reports update in real time and reflect the most current data from your transactions.
These reports aren't just for year-end or tax prep—they help you evaluate how you're doing right now, month to month, or client by client.
You can generate:
Income statements and profitability summaries
Cash flow reports and aging receivables
Tax-related reports like sales tax liability
Manage Multiple Businesses Seamlessly
If you operate more than one business, you don’t need multiple files or logins. Quicken allows you to create and manage multiple businesses within the same environment. Each one has its own settings, client list, categories, and reports. This means you can keep everything separate while working in a single place.
This setup makes it easy to:
Switch between businesses without logging out or duplicating data
Run reports for each business independently
Stay organized, even if you wear more than one hat
What This Means for You
Everything in Quicken’s Business & Personal edition is designed to make your business life easier. You can bill clients quickly, track costs without hassle, collect payments accurately, and stay informed with up-to-date reports and dashboards. Instead of jumping between spreadsheets or struggling to reconcile numbers, you can focus on growing your business with confidence that your finances are in order.
Let me know if you'd like this turned into a formatted PDF, training guide, or slide deck—I can help you with that next.