Business & Invoicing
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NEW You can now email invoices directly from Quicken and accept payments through Stripe
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NEW Predefined Payment Terms are now available when creating invoices
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NEW You can now assign Business, Client, and Billable fields to scheduled transactions
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IMPROVED You can now edit Invoices and Clients using keyboard shortcuts
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IMPROVED You can now delete transactions from Client Details > Transactions
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IMPROVED Billable transactions that haven’t been invoiced are now labeled as Not Billed in Client Details
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IMPROVED The Create Credit from Invoice option is now available from the Invoices list action menu
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IMPROVED Clearer messaging is shown when accounts such as Client Invoices and Sales Tax are automatically created to support invoicing
Home Dashboard
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NEW You can now duplicate and delete dashboard cards
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NEW Added the ability to restore all dashboard cards and settings to their default state
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IMPROVED Added a Clear All option to the Categories menu when customizing the Spending by Category card
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IMPROVED The Spending by Category card now supports drilling down into categories to view subcategory spending, and reports generated from Other are now grouped by category
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FIXED Fixed an issue that could cause incorrect reporting in the Spending by Category card when categorized transfer transactions were present
eBills & Bill Pay
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NEW You can now add a new Quick Pay payee directly from Bill Pay > Pay with Quick Pay
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IMPROVED A default category is now selected when adding a new eBill
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IMPROVED Improved biller search when adding a new Quick Pay payee
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IMPROVED The Amount field is now cleared when switching payees in the Make a Quick Pay Payment window
Accounts & Registers
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IMPROVED You can now navigate directly to a transaction from the graph popover in Account > Balance
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IMPROVED Performance when opening the Reconcile History window
Securities
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IMPROVED You can now hide securities from the Securities list
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IMPROVED Added a Currently Held filter to the Securities list
Bug Fixes and Other Improvements
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FIXED Fixed an issue where selected register values were not always fully highlighted
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FIXED Addressed several issues that could result in broken transfers when downloading transactions
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FIXED Fixed an issue that prevented transaction matching and the application of Renaming and QuickFill rules in Quicken Connect investment accounts
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IMPROVED Improvements to report data storage to help reduce Quicken data file size
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IMPROVED Improvements to CSV transaction import
8.4.1 Fixes
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FIXED Fixed a sync issue that could occur in Quicken Business & Personal when working with files that have more than 200 clients
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FIXED Fixed a few crashes that affected a small number of customers
8.4.2 Fixes
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FIXED Fixed several minor stability and quality issues