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Subject Author Date
Clone a Paycheck -- Quicken H&B 2004 Stewart Berman 03-15-2007
Posted by Stewart Berman on March 15, 2007, 12:07 am
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 I get paid twice a month. However, there is one item that only occurs
on the month-end paycheck. I have setup a paycheck entry for once a
month on the 15th. I would like to clone that to create a month end
paycheck with one additional item. Is that possible or do I have to
setup another paycheck entry from scratch?

Posted by Bartt Shelton on March 17, 2007, 10:31 am
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 Sure. You'll have to give it a unique name.

Your reports will show them as different Payees, but you can go back
after the x'actions are posted & change the name of the Payee (only 12
changes, so probably not that big of a deal.) If you use Classes, you
should be able to assign the same one to both paycheck instances.

I have to edit just about every paycheck & don't find it to be that
bothersome.


Posted by Stewart Berman on March 19, 2007, 12:23 am
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I think you missed the point of my question which was:

I have setup a paycheck entry for once a
month on the 15th. I would like to clone that to create a month end
paycheck with one additional item. Is that possible or do I have to
setup another paycheck entry from scratch?

I know I can setup another one from scatch. The question is can I
clone the existing one to make the second one?


>Sure. You'll have to give it a unique name.
>
>Your reports will show them as different Payees, but you can go back
>after the x'actions are posted & change the name of the Payee (only 12
>changes, so probably not that big of a deal.) If you use Classes, you
>should be able to assign the same one to both paycheck instances.
>
>I have to edit just about every paycheck & don't find it to be that
>bothersome.


Posted by Oilcan on March 19, 2007, 11:49 am
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> I think you missed the point of my question which was:
>
> I have setup a paycheck entry for once a
> month on the 15th. I would like to clone that to create a month end
> paycheck with one additional item. Is that possible or do I have to
> setup another paycheck entry from scratch?
>
> I know I can setup another one from scatch. The question is can I
> clone the existing one to make the second one?
>
>
>
> >Sure. You'll have to give it a unique name.
>
> >Your reports will show them as different Payees, but you can go back
> >after the x'actions are posted & change the name of the Payee (only 12
> >changes, so probably not that big of a deal.) If you use Classes, you
> >should be able to assign the same one to both paycheck instances.
>
> >I have to edit just about every paycheck & don't find it to be that
> >bothersome.- Hide quoted text -
>
> - Show quoted text -

You will need to set it up from scratch. You will need a slightly
different name for your employer. For this reason, I deleted my
Paycheck Form and just used regular memorized transactions (which is
what you did before there was a paycheck wizard).


Posted by John Pollard on March 19, 2007, 12:05 pm
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Oilcan wrote:

> You will need to set it up from scratch. You will need a
> slightly different name for your employer. For this
> reason, I deleted my Paycheck Form and just used regular
> memorized transactions (which is what you did before
> there was a paycheck wizard).

The only time Quicken will force you to have a unique paycheck
name is on the second dialog box in the New paycheck setup.
Once you get to the Paycheck "Form", where the paycheck
("company") name appears at the top of the form and you enter
things like Gross Salary and deductions, you can change the
paycheck name to any name you like.

And if you created a second paycheck for the same company, but
gave it a different name, you can "Edit" the paycheck and modify
its name to be the same as any other paycheck.

--
John Pollard
First initial underscore Last name at mchsi dot com
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