Three Essential Fall Updates in Quicken Classic Business & Personal for Mac
Running a business on Mac means you value elegant design, intuitive workflows, and tools that just work. Quicken Classic Business & Personal for Mac has released several updates this past quarter that bring these same principles to your business finance management, from tracking every billable mile to upgrading your professional invoices.
Whether you’re billing clients for travel time, fine-tuning your invoice branding, or onboarding new clients, these features deliver the efficiency and polish Mac users expect.
Here’s what’s new for fall, 2025.
Mileage tracking & invoice integration
Mileage may be one of the most overlooked and underclaimed business expenses. Without an easy way to track it, link it to clients, and bill for it, many business owners lose these tax deductions and reimbursement opportunities.
Quicken Classic Business & Personal for Mac eliminates those gaps, making mileage a visible, billable part of your financial picture.
From tracking to billing in one workflow
The new mileage tracking system lets you assign each mileage entry directly to a specific client, keeping your records organized and making it easy to track travel that’s related to billable work. No more scattered notebooks or separate spreadsheets. Everything lives where it should, connected to the right client from the start.
When mileage is billable to a specific client, simply flag your entries as billable expenses. These billable mileage entries will flow directly into your invoices automatically. You don’t have to manually re-enter the details or worry about missing charges. The system handles the connection between your mileage log and your invoicing, saving time and ensuring accuracy.
Flexible import options
Already tracking mileage in a different system? The CSV import feature makes migration quick and painless. Whether you’re bringing over a year’s worth of data from a spreadsheet or importing it from another tracking app, you can bulk import your records to keep everything centralized in Quicken. Your historical data stays intact, and you can start using the integrated billing features immediately.
Taking your invoicing to the next level
An invoice is more than just a request for payment. It’s a reflection of your business’s professionalism and brand. Quicken Classic Business & Personal for Mac has enhanced its invoicing features to make customization easier, navigation faster, and edits more intuitive.
Perfect your brand presentation
Preview how a new logo will appear on your invoices before finalizing it, ensuring that your brand will look polished and professional. You can also specify exactly which business details — like address, phone number, or tax ID — appear on printed or emailed invoices, tailoring them for both professionalism and compliance requirements.
The new reordering feature even lets you arrange invoice line items to present products or services in the most logical or impactful order. Maybe you want consultation fees before expenses, or you prefer grouping related items together. Now you have complete control over how your invoice tells its story.
Streamlined workflow enhancements
Navigate invoice line items quickly with tab and shift-tab keyboard shortcuts, making data entry faster and less repetitive. Plus, the new Invoice Actions pop-up menu puts common commands at your fingertips, reducing clicks and speeding up your workflow.
Last but certainly not least, the enhanced Activity Timeline now tracks credited and refunded invoices alongside other status changes. This gives you a complete historical record of each invoice’s journey from creation through payment, including any credits or refunds, all in one comprehensive view.
Streamlined client management
When a new client relationship begins, being able to capture their details quickly means no lost information, fewer manual updates later, and a smoother start to the working relationship.
Create clients without breaking your flow
While entering transactions in the register, you can now instantly create a new client profile without leaving the screen. This captures important details in the moment, when you have the information at hand, rather than requiring a separate workflow later.
This seemingly simple enhancement solves a real problem: those moments when you’re entering a payment or expense and suddenly realize you haven’t set up the client yet. Instead of interrupting your flow, you can create the client record right there and continue with your task. It’s the kind of streamlined efficiency that makes daily financial management less of a chore.
Why these updates matter
These three features work together to create a more cohesive business finance experience on Quicken Classic Business & Personal for Mac. Mileage tracking ensures you capture every deductible mile and billable trip. Enhanced invoicing helps you present a professional image while working more efficiently. Streamlined client management keeps your contact and billing information organized without disrupting your workflow.
Each update values both form and function, from keyboard shortcuts to visual polish, making sure you can run your business on your Mac the way you want to, with tools that enhance your workflows.
Getting started
These features are now available to all Quicken Classic Business & Personal for Mac users. Mileage tracking appears in your business section, ready to log your next client visit. The invoicing enhancements are already active. You’ll notice them the next time you create or edit an invoice. And client creation from the register is there whenever you need it, waiting quietly until the moment it saves you time.
Each feature includes helpful guidance to get you started quickly. And remember, Quicken offers free phone and chat support if you need assistance with any of these new capabilities.
Your Mac is already the hub of your business. These updates to your Quicken Classic Business & Personal ensure your financial management is just as seamless as the rest of your Mac experience. Give them a try and see how they streamline your business finance management.
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