Business and Rental Property Tools (Windows) — Quicken

Bills & Income: Add bills from connected accounts shows closed accounts

CowanInc — Sun, 05 Apr 2026 11:51:59 +0000

1st time in this tab.

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

Product Idea for Checks

JJ1PPM — Sun, 19 Apr 2026 19:51:21 +0000

It would really beneficial to have the ability to print checks with stubs! Like these.

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

😁

Obvious Bug: Most invoice data mangled on re-upgrade :(

MrPete — Tue, 14 Apr 2026 15:54:57 +0000

A few years ago, we downgraded from Quicken H&B to Deluxe. Now upgraded again to Business & Personal.
* The downgrade worked well. Existing invoices were retained as split transactions with all details as expected. Books balanced.
* The upgrade is a DISASTER:

Some invoices are still invoices and look perfect
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. 😥

Why can't I post a payment to a Property & Debt loan?

YeseniaC — Tue, 07 Apr 2026 21:12:56 +0000

I loaned some money to a friend and have a monthly amortization set up for repayment under Property & Debt.

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

Rental Reminders and Receipt Emails not working.

Ed Faranda — Sat, 31 Jan 2026 17:27:36 +0000

When sending out Reminders and receipts from Quicken for my rental property. My tenants and I (I always CC myself) never receive the email. I am using a Gmail account to send the email. I have checked around, and I believe everything is set up correctly. At one time, it was working fine. I changed nothing. I want to say it stopped working sometime in 2025.

[Edited-Readability]

Bookkeeper

mrice — Sun, 29 Mar 2026 13:06:50 +0000

I am looking for a bookkeeper to help manage my Quicken Classic Business and Personal. I have two businesses very simple. Recently hired first employee. Need someone to categorize correctly for P&L to be accurate.

Tutorial for setting up a "Lending Loan" account? (reminders and deferred payments)

Patrick Larkin — Fri, 27 Mar 2026 17:38:33 +0000

I'm loaning someone money. I see that I can create an Asset account, and convert it to a "Lending Loan", but the subsequent wizard is confusing me.

First (or last) is the reminder. It has a "To account" which doesnt offer the new loan/asset account in the list. (screenshot below) The 'split' however seems to look OK. Do I just pick any account and pretty much ignore that (letting the split do it's work)? Or is that the account into which I plan to deposit payments from the borrower?

Second, and perhaps bigger question: How would I set this up with the first few payments deferred? Loan is $20K at 5% funded on April 1st. First of 36 equal monthly payments due on July 1, with accrued interest. The loan will be fully paid off by June 1st, 2029. Here's the first bit of the payment table to illustrate:

Amortization Schedule: April 2026 - June 2029

Date	Payment	Interest	Principal	Remaining Balance
Apr 1, 2026	-	-	-	$20,000.00
May 1, 2026	$0.00	$83.33	$0.00	$20,083.33
Jun 1, 2026	$0.00	$83.68	$0.00	$20,167.01
Jul 1, 2026 (Pmt 1)	$604.42	$84.03	$520.39	$19,646.62
Aug 1, 2026	$604.42	$81.86	$522.56	$19,124.06
Sep 1, 2026	$604.42	$79.68	$524.74	$18,599.32

Should I set up 39 payments, and "skip" the first 3, or 36 payments starting July 1? Should I just make manual entries the first few months to adjust the "remaining balance" as shown in the table? Other suggestions?

Many thanks,

Quicken Classic Business & Personal (R66.28) on Win10 (with ELS)

Should I be recording "Owner's Equity" as an asset or liability (in a dedicated quicken file)?

Patrick Larkin — Fri, 27 Mar 2026 15:25:29 +0000

Background: opening a new business and want to track it completely separate from personal finances in both Quicken and at Tax time. We might switch to QuickBooks later, but I know quicken and I need to start tracking quickly. And I know Quicken doesnt really have an owner's equity construct. That said:

I've read from the thread below some great ideas, but there seems some debate between whether to create the "Biz Owners Equity" account as an asset or liability. It's been 40 years since I took accounting in university, but my mind thinks of it as a liability (something the business "owes" the owner). But I guess that causes the number to be negative (if I'm reading right). Again, that kind of makes sense, but just looks funny.

Is there a reason or benefit to (or caution against) using an Asset account instead?

No, you're not going through two Accounts in your example, you're only using one Account as the \"other side\" of the cash transfer. <\/div>

You, personally, are using this one Account as the offset for your \"cash out\" entry, and then your business - an entity entirely distinct from you - is using that same Account<\/b> as the offset for its \"cash in\" entry.<\/div>
Since your business is a separate entity from \"you\", you need to keep track of your investments in the business, and the business for it's part has to keep track of your equity in the business. From your original post it appears that you've always tried to keep track of these two things using the one Category of \"Personal Investment (Biz)\", and what you've done here is substitute one Account (Biz Owner's Equity) for the Category you previously used.<\/div>
As I said originally, you can use<\/i> the one (Category\/Account) to track the two different things (your investment in the business vs. your equity in the business) but when it comes time to do your two distinct tax returns - one personal, one business - you have to analyze your entries to really figure out \"what's the right number?\" Let's see if an example can make this clearer and the example we'll start with a brand new business where you take $1,000 out of you bank account and deposit in the new business' bank account.<\/div>
Debit Biz Owner's Equity Account       $1,000Credit (decrease) Personal Checking Account    $1,000<\/div>
Debit (increase) Business Checking Account     $1,000Credit Biz Owner's Equity Account                       $1,000<\/div>
(Since the Equity Account could be either an asset or liability account I've omitted the \"increase\/decrease\" notations.)<\/div>
The balance in the Biz Owner's Equity Account is now $0.<\/div>
Next, you spend $100 using your personal credit card for supplies for the business.<\/div>
Debit Biz Owner's Equity Account    $100Credit (increase) Credit Card Liability Account   $100<\/div>
The business recognizes these supplies as a current expense.<\/div>
Debit (increase) Supplies Category                   $100Credit Biz Owner's Equity Account                   $100<\/div>
The balance in the Biz Owner's Equity Account is now $0.<\/div>
The business performs a service for a client and receives $750 as revenue.<\/div>
Debit (increase) Business Checking Account     $750Credit (increase) Service Revenue Category       $750<\/div>
You decide to move $200 from the Business Checking Account to your Personal Checking Account.<\/div>
Debit (increase) Personal Checking Account   $200Credit Biz Owner's Equity Account                $200<\/div>
Debit Biz Owner's Equity Account                 $200Credit Business Checking Account                $200<\/div>
Finally, it's year end so the business closes out its profit ($650) to the Biz Owner's Equity Account.<\/div>
Debit (decrease) Net Profit Category*       $650Credit Biz Owner's Equity Account         $650(*There's no such Category. It's just easier then reversing the two Categories used in the example.)<\/div>
But of course you've got to recognize and pay the taxes on the $650 profit passed through to you even though your didn't get all that in cash. <\/div>
The balance in this Account from all this activity is $650, but that's not your investment in the company nor is it your equity in the business. In order to get that number now you have to do some analysis of that activity:<\/div>
You contributed $1,000 in cash, you incurred a business expense of $100 on your credit card, you too $200 cash out of the business, and you paid taxes on the company's $650 profit, even though the cash is still in the Business Checking Account.   Stir that all together and your investment in the business is $1,550 and the business shows your equity at the same $1,550.<\/div>
This was a super easy example with only a few entries, with a business that has cash as its only asset and with only one owner. <\/div>
Using two<\/b> Accounts to keep track of activity - an \"Investment in Company\" asset Account on the \"personal\" balance sheet and an \"Owners Equity\" liability Account for the \"business\" balance sheet - should pretty much eliminate the need for \"analysis\" to get to the numbers (if you do your accounting correctly) and it would make even more sense if the business activity and personal activity were in separate files.<\/div>
I really don't know enough about your \"real world\" situation to make specific recommendations. Getting some local professional help might very well be money well spent.<\/div>","bodyRaw":"
No, you're not going through two Accounts in your example, you're only using one Account as the \"other side\" of the cash transfer.
<\/div>
You, personally, are using this one Account as the offset for your \"cash out\" entry, and then your business - an entity entirely distinct from you - is using that same Account<\/b> as the offset for its \"cash in\" entry.<\/div>
Since your business is a separate entity from \"you\", you need to keep track of your investments in the business, and the business for it's part has to keep track of your equity in the business. From your original post it appears that you've always tried to keep track of these two things using the one Category of \"Personal Investment (Biz)\", and what you've done here is substitute one Account (Biz Owner's Equity) for the Category you previously used.<\/div>
As I said originally, you can use<\/i> the one (Category\/Account) to track the two different things (your investment in the business vs. your equity in the business) but when it comes time to do your two distinct tax returns - one personal, one business - you have to analyze your entries to really figure out \"what's the right number?\" Let's see if an example can make this clearer and the example we'll start with a brand new business where you take $1,000 out of you bank account and deposit in the new business' bank account.<\/div>
Debit Biz Owner's Equity Account       $1,000
Credit (decrease) Personal Checking Account    $1,000<\/div>
Debit (increase) Business Checking Account     $1,000
Credit Biz Owner's Equity Account                       $1,000<\/div>
(Since the Equity Account could be either an asset or liability account I've omitted the \"increase\/decrease\" notations.)
<\/div>
The balance in the Biz Owner's Equity Account is now $0.<\/div>
Next, you spend $100 using your personal credit card for supplies for the business.<\/div>
Debit Biz Owner's Equity Account    $100
Credit (increase) Credit Card Liability Account   $100<\/div>
The business recognizes these supplies as a current expense.<\/div>
Debit (increase) Supplies Category                   $100
Credit Biz Owner's Equity Account                   $100<\/div>
The balance in the Biz Owner's Equity Account is now $0.<\/div>
The business performs a service for a client and receives $750 as revenue.<\/div>
Debit (increase) Business Checking Account     $750
Credit (increase) Service Revenue Category       $750<\/div>
You decide to move $200 from the Business Checking Account to your Personal Checking Account.<\/div>
Debit (increase) Personal Checking Account   $200
Credit Biz Owner's Equity Account                $200<\/div>
Debit Biz Owner's Equity Account                 $200
Credit Business Checking Account                $200<\/div>
Finally, it's year end so the business closes out its profit ($650) to the Biz Owner's Equity Account.<\/div>
Debit (decrease) Net Profit Category*       $650
Credit Biz Owner's Equity Account         $650
(*There's no such Category. It's just easier then reversing the two Categories used in the example.)<\/div>
But of course you've got to recognize and pay the taxes on the $650 profit passed through to you even though your didn't get all that in cash. <\/div>
The balance in this Account from all this activity is $650, but that's not your investment in the company nor is it your equity in the business. In order to get that number now you have to do some analysis of that activity:<\/div>
You contributed $1,000 in cash, you incurred a business expense of $100 on your credit card, you too $200 cash out of the business, and you paid taxes on the company's $650 profit, even though the cash is still in the Business Checking Account.   Stir that all together and your investment in the business is $1,550 and the business shows your equity at the same $1,550.<\/div>
This was a super easy example with only a few entries, with a business that has cash as its only asset and with only one owner.
<\/div>
Using two<\/b> Accounts to keep track of activity - an \"Investment in Company\" asset Account on the \"personal\" balance sheet and an \"Owners Equity\" liability Account for the \"business\" balance sheet - should pretty much eliminate the need for \"analysis\" to get to the numbers (if you do your accounting correctly) and it would make even more sense if the business activity and personal activity were in separate files.<\/div>
I really don't know enough about your \"real world\" situation to make specific recommendations. Getting some local professional help might very well be money well spent.
<\/div>","format":"wysiwyg","dateInserted":"2021-02-20T01:35:10+00:00","insertUser":{"userID":2733890,"name":"Tom Young","url":"https:\/\/community.quicken.com\/profile\/Tom%20Young","photoUrl":"https:\/\/us.v-cdn.net\/6031128\/uploads\/defaultavatar\/nTYA6S0SVB4GN.jpg","dateLastActive":"2026-04-19T15:01:01+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭","labelHtml":"✭✭✭✭✭"},"displayOptions":{"showUserLabel":false,"showCompactUserInfo":true,"showDiscussionLink":false,"showPostLink":false,"showCategoryLink":false,"renderFullContent":false,"expandByDefault":false},"url":"https:\/\/community.quicken.com\/discussion\/comment\/20157591#Comment_20157591","embedType":"quote","embedStyle":"rich_embed_card"}"> https://community.quicken.com/discussion/comment/20157591#Comment_20157591

Address Problems in Invoices and Estimates

D Beane — Fri, 05 Dec 2025 00:03:25 +0000

In the past we created an estimate for customer job that may have 10 ship to or locations. Then printed the estimate for reference. When job was completed, we would use the estimate to create the invoice. This worked! Now when we attempt to do this from the estimate the ship to address isn't there or has changed to another location. this problem has just started to happen.

P&L has NO data in the report

liferocks — Sun, 22 Mar 2026 18:59:46 +0000

I have 2 businesses set up in Quicken. When I try to pull a P&L report, no data is showing in the report. It's blank. I went into my accounts and confirmed the transactions are appropriately categorized and labeled with that business, but this data isn't populating in the P&L report.

Zillow link doesn't work any more

Jim 06812 — Tue, 03 Feb 2026 12:03:35 +0000

I have the same issue as the December post and refreshing as the moderator suggested did nothing. Zillow link doesn't work but my properties are still listed on Zillow.
nk to update property value from zillow isn't working
Old_Qkn_user Quicken Windows Subscription MemberDecember 2025 edited December 2025
I used to be able to update property values of my rentals via Zillow. Now on all of my rental properties and my home address I get a message "No Zestimate for this property".
Not sure if this is a global issue or something wrong with my local quicken install.
Using quicken classic Business and Personal Version R65.29 Build 27.1.65.29
Tagged:
Windows
Rental Property
[Edited-Removed Screenshot]

Using for a business not rental properties, Classic not Simplifi

MindYourBus — Wed, 11 Mar 2026 18:51:12 +0000

Is there a way to assign expenses / vendor bills to a specific customer or project? I have used Quicken for decades for personal use but have upgraded to Quicken Classic Business & Personal version R66.23 to wean off of Quickbooks which is more than my small business needs. But I really can't seem to find the tools in Quicken to to run similar to Quickbooks. All the articles seem to deal with Simplifi and not the Classic versions.

How do I rent multiple properties to a single tenant?

musicwyo — Tue, 24 Feb 2026 02:47:02 +0000

I own storage units and have several tenants who rent multiple units. How do I assign multiple units to a single tenant without having to name them something different for each unit?

Add QR code image and text to Invoice Form

Richard F — Sat, 28 Feb 2026 16:03:06 +0000

I'd like to add a QR code and additional text to my invoice forms so customers can read a description and scan a QR code image that is linked to a Google Reviews page. Is there a way to get this done inside the forms designer?

Category Groups

lks2022 — Fri, 27 Feb 2026 21:21:27 +0000

I am using version r66.18. When I add a new category it does not give me any group options. I have tried using the edit option, the options tab, the sub-category option, all with no luck. I've read that quicken no longer uses groups as it used to. Just to be clear, the groups I am talking about are the Business inc/exp, personal inc/exp, rental inc/exp groups. Any thought?

Am I recording Qualified Charitable Distribution (QCD) correctly?

bobi — Fri, 27 Feb 2026 02:06:14 +0000

I have Quicken Classic Business & Personal (R66-18). How do I record a Qualified Charitable Distribution in which I write a check directly to a charity from my Schwab IRA account? Like Federal, California also excludes QCDs from taxable income. How do I record a QCD so it is correctly reported on the Tax Summary Report & the Tax Schedule Report? I do know I have to make sure the accounts are selected for each report and to include all transfers.
My Schwab IRA account is set to:
Transfer In
Form 1040: IRA Contribution Spouse

Transfers Out
1099-R: Total Taxable Distrib
I have created IRA Expense Subcategories:
IRA
Tax-related: No
IRA: IRA Contrib
Tax-related: Yes
Form 1040: IRA Contribution
IRA: IRA Contrib Spouse

Tax-related: Yes
Form 1040: IRA Contribution Spouse
IRA: QCD
Tax-related: Yes
1099-R: Total Taxable Distrib
As per Google, I have also created a "dummy" checking account (don't know if I need this).
To record the QCD transaction to "net out" to zero taxable income:
In my IRA Checking account, enter a Deposit for $0.00
Split Line1: Category: [Schwab IRA] (to transfer). Amount: +$2,250.00
Split Line 2 Category: IRA:QCD. Amount: -$2,250.00
For the Tax Schedule Report: I see a $2,250 positive and a $2,250 negative under the 1099-R section, netting to $0.00.
For the Tax Summary Report: the $2,250 IRA:QCD category shows just as a negative expense. This does NOT net out to $0.00 on this report.
QUESTIONS:
Am I on the right track in setting everything up?
Should my "dummy" checking account be Tax Deferred or not? Do I have to assign Tax Lines for Transfers In and Transfers Out?
What tax line to assign the subcategory IRA: QCD? 1099-R Taxable distrib or 1099-R Gross distrib?
Is the Tax Summary report correct?
How do I record a QCD so it is correctly reported on the Tax Summary Report & the Tax Schedule Report? Would love a step-by-step guide.
Would love any help and insight on entering QCDs and would love a step-by-step guide if anyone has figured this out. Thanks much.

Quicken is currently unable to verify financial institution information for download

Nalani — Tue, 24 Feb 2026 23:25:16 +0000

I've been using a program called "CSV2QFX" to convert ".csv" file to a ".QFX" file for many years. A few days ago, I began receiving the message from Quicken "Quicken is currently unable to verify financial institution information for download".
After many days of frustration including a call to Quicken technical support (they couldn't help), and much trial-and-error, I resolved it!
Here's how:
Pull-down: "set account ID and type" set this to "checking"
"Quicken target" set this to "regular QFX"
This works every time!
I hope this saves someone else 4 days of frustration!

How to clear invoices from 2022 that were assigned the wrong payments?

Tominator — Thu, 12 Feb 2026 20:58:38 +0000

Sometimes Quicken just outsmarts itself. One area applying payments. I use a property manager for a rental property and they send us the monthly rent MINUS expenses and management fees. So I create an Invoice that shows the full amount of the rent with line items for expenses. I then use their EFT to pay the invoice. Somehow, some of these EFTs got marked as cleared in the Rental Invoice account which meant they got arbitrarily assigned by Quicken to the wrong invoices. I was partially able to correct the problem by going into the invoices and removing the payment but I'm left with about 10 uncleared and not easily resolved transactions involving credits and expenses. If there was any way to simply mark the invoices and payments as Cleared in the register, that would solve the problem. However, I cannot access the cleared field (grayed out). Reconciling doesn't help either because there's no traditional marking of transactions.
Incidentally, my system normally works well and ends up correctly matching the PM's 1099 and cash flow basis.
Suggestions?

Personal loan given to another party

ksrothschild — Sun, 22 Feb 2026 13:06:20 +0000

How do I set up a personal loan given to another party and setting up amortization schedule - and then recording monthly interest and principal paid to me?

Importing Mac Quicken to PC and back

msoultan — Mon, 02 Feb 2026 03:53:59 +0000

I'm doing some work on someone's finances and they have Quicken for Mac. I would like to pull their data into my system (PC) so I can perform some bulk adjustments that aren't possible on the Mac version, and then send it back to them.
I have read a few posts that mention that the migration isn't perfect, and upon trying it, I did see a few errors generated that I can mitigate. My big questions is whether all of the information that WON'T be migrated correctly is called out in the import log (when going either direction). Are there any parts of the migration that are missed and aren't addressed in that log? I just want to make sure that if I do migrate to and from the PC that I'm not going to lose information (other than what's called out in the import log).
Thanks!
Mike

Unpaid Invoices that were paid years ago

DaveK55 — Fri, 06 Feb 2026 01:41:45 +0000

I have a list of unpad invoices that were paid 10 years ago. I think the issue is I had to restart my main account file so it only goes back to 2022, but these invoices were created and paid in 2015 - 2017. Is there a way to clear these even though the account they were paid to doesn't go back that far any more? My thought was to either (a) clear ou the old invoices or (b) put the older account transactions back into the account they were paid into. I don't want to do (b) since it will likely introduce a balance nightmare. Another thought was to simply credit those old invoices to another account, like Cash, just so they would show as cleared.

Predefined Payment Terms available when creating invoices

jbbehl — Thu, 01 Jan 2026 21:02:46 +0000

How do I set predefined business invoice payment terms, so the due date defaults accordingly?

Setting default invoice number in quicken for windows

jbbehl — Thu, 01 Jan 2026 21:47:42 +0000

How do I set the number that is automatically defaulted for business invoices?

Rental Dashboard with split transactions.

Chris Roat — Fri, 30 Jan 2026 23:06:10 +0000

The issue of split transactions not working with rentals has been previously reported 2.5 years ago. See below. On that thread, several work arounds were linked, but they are not very clean. In the end, they were not worth the extra effort.

Is there a plan to fix the issue?
I read the discussion where it was recommended to use split transactions to record the details on net rents from property management companies. <\/p>
What I have seen when using the split transactions to break down rents and expenses received from a property management company, is that the rents received will not show in the Rental dashboard. I notice that if I put transactions into split, they will also not show up in the Schedule E report, causing a misreporting. I am not sure if I am missing anything on how it to make that work.<\/p>
If I record a rent recevied as a singular transaction it will show on the dashboard and reports correctly, but it will not w<\/em>ork with split transactions. Is there a way to to make that work? Do I need to break down and enter all transactions into a dummy account and then somehow clear this account to show the net? It seems that there must be a way to make this work. Unless there is a limitiation or bug in the system that is causing this.<\/p>
Any advice would be deeply appreciated.<\/p>
I am using Quicken Home, Business, and Rental Property.<\/p>","bodyRaw":"[{\"children\":[{\"text\":\"I read the discussion where it was recommended to use split transactions to record the details on net rents from property management companies. \"}],\"type\":\"p\"},{\"type\":\"p\",\"children\":[{\"text\":\"What I have seen when using the split transactions to break down rents and expenses received from a property management company, is that the rents received will not show in the Rental dashboard. I notice that if I put transactions into split, they will also not show up in the Schedule E report, causing a misreporting. I am not sure if I am missing anything on how it to make that work.\"}]},{\"type\":\"p\",\"children\":[{\"text\":\"If I record a rent recevied as a singular transaction it will show on the dashboard and reports correctly, but it will not \"},{\"text\":\"w\",\"italic\":true},{\"text\":\"ork with split transactions. Is there a way to to make that work? Do I need to break down and enter all transactions into a dummy account and then somehow clear this account to show the net? It seems that there must be a way to make this work. Unless there is a limitiation or bug in the system that is causing this.\"}]},{\"type\":\"p\",\"children\":[{\"text\":\"Any advice would be deeply appreciated.\"}]},{\"type\":\"p\",\"children\":[{\"text\":\"I am using Quicken Home, Business, and Rental Property.\"}]}]","format":"rich2","dateInserted":"2023-04-02T19:46:20+00:00","insertUser":{"userID":9953650,"name":"cmmirkovich","url":"https:\/\/community.quicken.com\/profile\/cmmirkovich","photoUrl":"https:\/\/us.v-cdn.net\/6031128\/uploads\/defaultavatar\/nTYA6S0SVB4GN.jpg","dateLastActive":"2024-02-09T15:49:12+00:00","banned":0,"punished":0,"private":false,"label":"✭✭","labelHtml":"✭✭"},"displayOptions":{"showUserLabel":false,"showCompactUserInfo":true,"showDiscussionLink":true,"showPostLink":true,"showCategoryLink":false,"renderFullContent":false,"expandByDefault":false},"url":"https:\/\/community.quicken.com\/discussion\/7932716\/rental-dashboard-does-not-show-rents-received-from-split-transactions","embedType":"quote","name":"Rental Dashboard does not show rents received from split transactions.","embedStyle":"rich_embed_card"}"> https://community.quicken.com/discussion/7932716/rental-dashboard-does-not-show-rents-received-from-split-transactions

Assign a Zelle payment to my rental property

sargepepper — Mon, 15 Dec 2025 01:18:10 +0000

Hello,
I'm new and using Classic Business and Personal (Windows)
I had previously made a few payments to a contractor for repair work at my rental property.
I used Zelle, and the payments are present in the bank account linked in Quicken. The rental property has also been added to Quicken.
My question: How do I link the payments I made to the contractor to the rental property, so they will be part of my expenses? I have categorized the payments as "Home Repair and Maintenance (Rental) but that doesn't assign those to the specific property. Hoping someone here can help with something I thought would be easy and obvious (and maybe it is and I'm just looking in the wrong place)
Thank you!

Can't set a category to Schedule E:Utilities

msoultan — Tue, 20 Jan 2026 21:29:44 +0000

Hi,
I am working on someone else's Quicken file on their computer and when I try and create a Schedule E:Utilities category, it will immediately change it to Schedule C:Utilities. If I pick another one like Schedule E:Travel, it will work fine.
When I open their file on my computer, it has no issues.
What is going on? Any ideas what would cause this behavior?
thanks,
Mike

How to book PayPal transactions from a third-party platform

LBeck — Tue, 30 Dec 2025 20:41:59 +0000

My husband is a photographer and uses Pixieset to sell images. Payments are processed via PayPal. We've used PayPal from time to time when a customer wants to pay an invoice via credit card, but this is a different situation.
For an invoice, I would link the total amount to "Customer Invoices" (via the category), and then separate that amount into the PayPal fees and the net deposit from PayPal (to the business account). In this case, the net deposit and the fees are treated the same way (as with the invoices), but I can't figure out how to categorize the overall (gross) amount.
There is no associated invoice with which to link it (nor do I want to create one), so where does it go? Do I need to create an "account" as a holding place? This dilemma is making me feel really obtuse, but I'm stumped.
Any clarification would be much appreciated!
[Edited - Readability]

attach receipts to invoices

1dcdave — Fri, 16 Jan 2026 21:25:27 +0000

I need to attach receipts for expense reimbursement to my invoices but see no way to do this.

tracking Employee Credit Cards

IGM — Fri, 16 Jan 2026 21:19:20 +0000

we have a master account that bills us for all of the employee credit card accounts, how can I track the individual expenditures?

Emailing invoice from Quicken indicates email sent but they are never received

LindaG77 — Fri, 26 Dec 2025 15:55:49 +0000

Just started using Quicken Business-Rental. Yes, I am still using an aol email address for my business. I have created an invoice, then selected the option to email the invoice. The email appears to be sent from Quicken however the invoice is never received.
I have seen a few other posts about this but nothing recent and I can't imagine these problems are not resolved by now. Anyway I did try to email the invoice to my personal gmail account after reading other Discussions but it is still indicated sent in Quicken and nothing is received.
What is the latest update on this problem?

IRA	Tax-related: No
IRA: IRA Contrib	Tax-related: Yes	Form 1040: IRA Contribution
IRA: IRA Contrib Spouse	Tax-related: Yes	Form 1040: IRA Contribution Spouse
IRA: QCD	Tax-related: Yes	1099-R: Total Taxable Distrib