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"Seeding" Memorized Payee List for the OC

 

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Subject Author Date
"Seeding" Memorized Payee List for the OC Bob Wang 07-07-2007
Posted by Bob Wang on July 7, 2007, 3:09 pm
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For the mildly anal:

Enter or memorize transactions using the following format:

Business name [Acct #], customer service phone number, address, zip code
(May require abbreviations to fit into Payee field)
[Purchase Order]/Order number and description[s] go into Memo field.

This way, if any questions or problems arise, contact info is readily
available in Quicken alone.

For the TRULY anal:

Scan and attach po's/invoices to each transaction ;-)



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