|
Posted by David E. on January 10, 2008, 11:01 am
Please log in for more thread options
> Hi, I'm fairly new to Quicken and I have a problem that I must get
> solved before I go any further into January. I've been slowly using
> Quicken more and more over the last couple years. I'm finally using
> Quicken to handle my invoicing also. I'm using Quicken 2005 Premier
> Home & Business.
>
> Ok, I perform work for John Smith and I create an invoice for $200 in
> Quicken for the work I did. Now my "Customer Invoices" acct. shows the
> $200 in the balance. So far so good! Now John Smith writes me a check
> and I deposit it into my business checking acct. I open Quicken and
> download my checking acct. info from my bank via the internet. I now
> have a $200 deposit waiting to be accepted into my business checking
> acct. within Quicken. No problem! I accept it and in the memo field
> note that it's John Smith's payment. Now I go up to my Customer
> Invoices acct. and find John Smith's invoice and click "receive
> payment". I have to choose where I want to "deposit" that $200 and the
> default option is my business checking acct. However, I can't do this!
> If I do, I now show two $200 deposits from John Smith in my checking
> acct and my balance is off by $200 because I've recored that money
> twice.
>
> I sure hope that makes sense! I'm trying to find a way to receive
> payments from customer invoices without Quicken actually trying to
> show the deposit in my checking acct. Is there anyway to do this? The
> only option I could see would be to NOT use the online automatic
> checking acct. data download but that's not going to happen because
> that feature is waaay too handy.
>
> Any help would be appreciated!
>
> Thanks,
>
> Jason
Saying more or less what "The Street" said. In the UK version of Quicken
2000 when I receive a payment I go into Recevables, click on the invoice
(bill) and click on receive payment. Check it is set to credit the right
account, enter the amount paid and click OK.
Money is contra'd against any oustanding invoices for that client and
automatically credited to the designated bank account.
Don't know whether that is relevant to the USA? version you are using.
David
| 
Yahoo! 
Google 
Windows Live 
del.icio.us 
digg 
Netscape 
XML Sitemap