How can I change things to take full advantage of quicken?\\

Larry D Bechdol

Now, they do not send. Even though it says the message was sent.

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1. Property 1: I enter rent from the Rental Property tab using "Add Transactions" — Rent posts to the rental property and to the correct bank account - no problem.
2. Property 2: Set up just like Property 1. Enter rent using "Add Transactions," and it doesn't post anywhere - not on the Rental Property page or on the bank account page where the rent is supposed to post. I enter it manually directly into the bank account page, and it posts to the bank account AND posts to the rental property under the Rental Property tab.
   

What the [Removed - Language]? Why, and how can I fix this?

Thanks for any help you can give.

[Edited - Readability]

Anybody tracking oil & gas royalties as rental property in QWin Home & Business?

Here's what I've been working out on paper.

Problems:

• Same tenant in multiple units. akin to @musicwyo's multiple storage units to one tenant experience.
• Property identifiers. Many parcels don't have street addresses. Methods to identify them vary by county in the US. See possible suggestion below.

Suggestions, to be submitted as ideas later

• For QWin | Rental Property | Add Rental Property | Property type information | Implement all 8 types of property from IRS Form 1040, Schedule E, box 1b: e.g. vacation, commercial, land, royalties, etc.
• Update Category List | Tax-Related Category | Schedule E | Lines 5-19, particularly 18 "Depreciation expense or depletion"
• Property identifiers. Make the address block a series of at least 5-7 custom fields with default sets. By default, show the existing US common address format. Use the custom ability to have a default set for Canadian postal format in that edition. Let custom sets be created to support Name, County. District, Tax Map, Parcel, State, or other identifier set used by jurisdictions the asset is in.
  • If developers are really motivated, make it a core address object, reused throughout the product, using the Universal Postal Union S42 addressing standards. Good internationalization of products helps, e.g. prior multi-currency efforts.

-SimpleFogey

QWin Personal & Business, R68.31

I am using Quicken Classic Premier on Windows.

The programmer just needs to add a Dropdown box to the "Job/Project form" and populate it with the "ship to" addresses related to the "customer" assigned to the Job/Project. Any beginning programmer can just copy the "Customer Dropbox" sequence and rename it "Ship to" and change the "populate with" to "ship to addresses".

The Ship To addresses are already on the Customer Info Form, which is where they belong.

I think this "drop box" was there a couple of years ago when I started looking at the program.

I would be interested in talking with anyone who actually has this program up and running with business and Job costing working.

Thanks,

Charles Shepherd

[Removed - Personal Information]

1. Some invoices are still invoices and look perfect
2. The vast majority of invoices have been transformed:

• They now show as a REFUND
• The total transaction value is the final split, which is the sales tax
• All sales item lines are ignored in the total
• Yet all of the splits are still present: if I mouse over the "—Form—" field, the popup shows 100% of the sales items etc.

This of course COMPLETELY breaks the books. The total value of my invoices account is now a huge negative number.

Any idea how to repair this? There's no function in Quicken to do it. Validation and Super Validation do NOT see this issue. 😥

Any ideas how to fix ??

Claude

[Edited Readability]

BUG: Designed my own customer invoice template using software's tool and it looks great. There are sections for "Billed To" and "Shipped To" which are almost always different. When applicable information is filled on data form, invoice prints correctly. The bug is when going back in to edit a saved invoice, the "Shipped to" has disappeared and "Billed to" information auto-populates both locations.

TEMPLATE QUESTION: In the invoice forms designer, I don't see an option to add simple static text field. Want to put 2-3 bullets with payment terms & conditions in bottom corner. There's a "Message to Customer" section, but it doesn't work well with multiple lines of text. It's more intended as a "Thank you for your business" type field. Can also include bullets in body of invoice line item data entry, but then it has to be manually input on every invoice. Does anyone know how I could add a basic text box to the template?

Thanks!

Is anything being done to resolve issue other than closing posts?

Thank you Dave Robinson

[Edited-Readability]

I attempted to make an invoice today and found things not populating. In my troubleshooting, I did a repair and a restore from a backup a month ago where things were working fine. I then searched here only to find my own post about a year ago. Following those instructions for a super validate again did not do anything but also an uninstall/reinstall did not do it either.

This is static information in Quicken itself, not reliant on external connections, and a MAJOR component to the Business edition, why does this keep breaking?

Would be a great time saving benefit for businesses, where documentation is necessary.

😁

Quicken detected bills from your connected accounts. Add these bills…

It shows accounts that are, and have been disconnected from online services and have been closed in Quicken for years.

Total 13 accounts. 6 are closed.

I checked them all. They all have zero balances. They are disconnected & in the Online Services it says big & bold This Account is Closed.

Any thoughts on why Quicken is reading them as active and connected?

Quicken Desktop Business & Personal in Windows

When I try to post the payment to the ledger, it will not accurately reduce the principal balance by the principal portion. Nor does it advance the payment due date.

Please