What’s New in Quicken Business & Personal — Spring 2026?

Spring 2026 brought four new features to Quicken Business & Personal:

• A centralized items list for products and services
• Saved reports for faster recurring analysis
• Payment terms that automatically calculate invoice due dates
• Instant sales receipts for completed sales

Each one is built to save time, reduce errors, and make day-to-day business management smoother for self-employed workers and small business owners.

Key questions answered in this article

What is Quicken Business & Personal? It’s a cloud-based finance app for self-employed workers and small business owners that combines complete business finance management with Quicken’s award-winning personal finance tools — all in one place, available on web and mobile.

How does the new items list work? Users can now create, edit, and reuse products and services from one centralized list, instead of only building them inside individual invoices. Items can be reused across invoices, estimates, and other workflows, with consistent pricing every time.

Can I save and reuse my reports? Yes. Saved reports let users preserve customized report configurations — filters, columns, and settings — so they can return to the same financial view anytime. Reports can also be exported, printed, or saved as PDFs.

How do payment terms simplify invoicing? Users can choose standard terms like Net 30 or Net 15, or create their own. The app calculates the due date automatically, and a default term can be set to keep billing consistent across clients.

What can I do with the new sales receipts feature? Users can instantly generate professional, branded sales receipts for any paid sale — whether it just happened or was collected earlier. Receipts can include products, services, or both.

Table of Contents

• What is Quicken Business & Personal?
• What’s new with products and services?
• What can I do with saved reports?
• How can payment terms simplify invoicing?
• What can I do with sales receipts?
• How do these new features work together?

What is Quicken Business & Personal?

Quicken Business & Personal is a cloud-based finance app built for self-employed workers, rental property owners, and small business owners — the consultants, contractors, freelancers, and other independent workers who run their own ventures.

A complete picture in one place

The app combines a full set of business finance tools — including invoicing, expense tracking, mileage tracking, and tax-ready reports — with all the personal finance features of Quicken Simplifi. Users can manage everything from cash flow and savings goals to investments and net worth, side by side with their business finances.

Built for the way independent workers actually work

For many small business owners, the line between business and personal isn’t clean. Quicken Business & Personal embraces that reality. Users can split mixed-use transactions, reclassify expenses on the fly, and see both sides of their financial life at a glance.

One subscription, multiple businesses

A single Quicken Business & Personal subscription supports up to 10 separate businesses, making it a flexible fit for people with more than one venture.

What’s new with products and services?

Quicken Business & Personal now includes a centralized items list, giving users a dedicated place to create, view, and edit all their products and services. Previously, items could only be created inside specific invoices — a flexible approach for quick entries, but one that made it harder to keep pricing consistent or organized as a business grew.

A central home for everything you sell

The new items list is a single, organized location for every product and service offered. Users can build out their full catalog upfront during setup, or add items over time as their business evolves — whichever approach fits their workflow.

Consistent reuse across invoices and estimates

Once an item is created, it can be reused across invoices, estimates, and other workflows — with the same pricing every time. That means less re-entry, fewer pricing inconsistencies, and a cleaner experience for clients who see the same line items on every document.

Clarity between global and one-off items

The system distinguishes reusable items from one-time entries. Users can update a global item once and have that change apply going forward, while one-off items stay tied to the specific transaction where they were created.

Easy search and organization

As a catalog grows, finding the right item gets harder. The new items list includes search and organization features so users can quickly locate what they need by name or rate.

Archive without losing history

When a product or service is no longer being offered, users can archive it without affecting any existing invoices, estimates, or historical records that already reference it. The history stays intact, and the active list stays clean.

What can I do with saved reports?

When you customize a report to fit your needs, Quicken Business & Personal now lets you save your choices so you can run that report anytime. For business owners who review the same financial views month after month — like a monthly profit and loss statement or a specific expense category breakdown — this removes one of the most common time sinks in reporting.

Persistent customized configurations

Saved reports preserve everything: filters, columns, date ranges, and display settings. Open a saved report, and it appears exactly as it was last configured — refreshed with the latest data.

Faster navigation to key financial views

The updated reporting experience also makes it easier to browse available reports and move quickly between new and saved views. Users spend less time finding the right report and more time using what it shows.

Save reports as PDFs

Any report can be saved as a clean, non-editable PDF — useful for sharing with accountants, partners, or clients, or for keeping a record for compliance and documentation purposes.

Export for deeper analysis

Reports can also be exported for use in spreadsheets or other tools. This gives users the flexibility to combine financial data with outside information, run their own calculations, or share data in a format that fits their workflow.

Print-ready formatting

For users who prefer offline review or need physical copies for meetings, reports can be printed directly in a formatted, readable layout.

Consistency that supports better decisions

By saving the same configuration over time, users compare apples to apples month after month. That consistency makes trends easier to spot and decisions easier to support with data.

For more on how built-in reporting can simplify tax preparation, see our article How Can I Maximize My Tax Deductions with Quicken Business & Personal?

How can payment terms simplify invoicing?

Quicken Business & Personal now supports custom payment terms on invoices, automatically calculating due dates and helping users apply consistent billing practices across their clients. Until now, every invoice required users to manually choose or calculate a due date — a small task, but one that added up across multiple clients and months of work.

Standard payment terms

Users can apply commonly used billing terms like Net 30 or Net 15 with a single selection. These industry-standard terms align with how most small businesses bill, making invoices feel familiar and professional to clients.

Custom terms for unique situations

For business arrangements that don’t fit the standards, users can create and manage their own payment terms. That flexibility supports a wide range of client agreements and billing models.

Automatic due date calculation

Once a payment term is selected, the due date is calculated automatically. No more counting calendar days or worrying about which month has 30 days — the app handles it.

Set a default to streamline future invoices

Users can set a default payment term that applies to all new invoices going forward. New invoices come pre-configured, so the most common workflow becomes the fastest.

Show or hide terms on PDF invoices

For users who prefer a cleaner-looking invoice or a different way of communicating payment expectations, payment terms can be hidden from the PDF version that goes to the client. The choice is up to the user.

Manual override always available

Even with payment terms in place, users can still select a specific due date manually whenever a particular invoice calls for it. The new feature adds structure without removing flexibility.

What can I do with sales receipts?

Quicken Business & Personal now supports sales receipts, giving users a fast, professional way to document any paid sale. Instead of issuing an invoice and marking it paid, the new one-step flow lets you issue a receipt directly upon the sale. This new feature makes the process of documenting sales direct and instant.

Instantly document any paid sale

Whether the payment just happened or was collected earlier, users can generate a professional sales receipt in seconds. The transaction is recorded, the receipt is ready to share, and everything stays organized.

Products, services, or both

A sales receipt can list physical products, services rendered, or a combination — giving users accurate, detailed documentation for both their own records and their customers’ needs.

Skip client details when it doesn’t make sense

For fast, in-person transactions, users can issue a receipt without collecting client information. That keeps the moment smooth and avoids any awkward delays at the point of sale.

Branded for every transaction

Sales receipts automatically display the user’s business name, logo, and contact details, reinforcing the brand with every interaction. Customers walk away with a polished record of what they bought and from whom.

Ready for warranties and proof of purchase

If a customer ever needs documentation for a warranty claim or just wants a record for their own purposes, the receipt is ready immediately — in a clean, professional format.

A reference for past work

Users can also look back at past sales receipts to see exactly when work was completed, what was delivered, and how it was paid for. That history can be a real help with customer follow-ups, project tracking, or just remembering what was sold last quarter.

How do these new features work together?

Each new feature stands on its own, but they also reinforce each other in a way that’s easy to feel in day-to-day work.

A smoother workflow from sale to record

A user might create an item in the new items list, add it to an invoice with a default Net 30 payment term, and — if the client pays on the spot — generate a sales receipt right then. The same product or service flows seamlessly from setup through delivery and documentation, with no re-entry along the way.

Better data, better reports

Cleaner, more consistent data from items, payment terms, and sales receipts feeds directly into reports. With saved reports, users can return to the same view month after month and trust that the underlying data has gotten more consistent, not less.

Less time on paperwork, more time on the business

Together, these features take a real bite out of the small administrative tasks that fill up a business owner’s week. Less re-entry, fewer manual calculations, less rebuilding the same report — and more time for the work that actually grows the business.

Frequently asked questions

Do I have to recreate my existing invoices to use payment terms?

No. Payment terms apply to new invoices going forward. Existing invoices stay exactly as they were, and users can apply payment terms only when and where they want to.

Can I still create items inside an invoice the way I used to?

Yes. The new items list adds a centralized way to manage products and services, but users can still create one-off items inside individual invoices when that fits the situation. The new system works alongside the existing workflow.

Will archived items still show up on past invoices?

Yes. Archiving an item only removes it from the active list. Any existing invoices, estimates, or historical records that reference the archived item stay exactly as they were.

Can I share saved reports with my accountant?

Yes. Saved reports can be exported or saved as PDFs, making it easy to share them with an accountant, a business partner, or anyone else who needs to see the same financial view.

Is a sales receipt the same as an invoice?

No. An invoice is a bill for work or products that haven’t been paid for yet — it includes a due date and tracks as a receivable until payment comes in. A sales receipt documents a sale that has already been paid for. The new sales receipts feature gives users the right tool for each situation.

Can I use Quicken Business & Personal on my phone?

Yes. Quicken Business & Personal is cloud-based and works across web and mobile, so users can manage their business finances, create receipts, and review reports wherever they are.