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How to enter historic rental payments in Quicken Home Business Rental propriety 2018?

Allen Hoke

In upgrading to 2018, I've started tracking my rental property for 2017 going forward. The creation of the property, business account and renter contacts has gone fine, but I am unable to enter 2017 historical rents received for last year's tenant. It appears the backdated transaction for Add Rent is accepted, but it does not appear in tje bank account. Ideas?

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unknown

Try posting the rents directly in the bank registry. Be sure to "tag" the tenant's unit.

UKR

Allen,
make sure that the bank account register you're looking at is not filtered and does not have a Date Range set.

Filtered register? Unexpected register sort order?
"Missing" data?

Could it be that
your account register in Quicken is

- filtered to show only certain transaction types or

- sorted in some unexpected way other than by Date or

- limited to a certain Date Range or

- perhaps only showing the results of a search instead of "all
transactions"?

Filtered register?

Check the filter
settings (on top of the register). Is the register filtered in any way to only
show selected transactions? If so, click the Reset button to reset the filters.

To show all
transactions in the register, the Filter settings should be:

"All
Dates", "Any Type", "All Transactions".

Date Range filter selection excludes the dates you're
interested in?

Check the Date Range filter to see if it prevents you from seeing the dates
you're interested in. For example, a Date Range = "This Year" won't
show you last year's transactions

Only Search results shown?

Is there any text in
the Search box in the upper right-hand corner of the account register?

If there is text and
a (red) X, click the X to reset the register from showing only search results
back to normal mode.

Unexpected Register sort order?

Is the register
sorted in any way other than by ascending Date? Look at the register's column
header ... which column header is highlighted and/or has the little black
triangle?

About Register sort order:

For best results,
your account register should be sorted by Date in ascending order.

Click a register
column header to effect a different sort order by the clicked column. Click the
same column header again to toggle between ascending and descending sort order.
A small triangle next to the column header indicates the sort order: ˄ pointing up for ascending or ˅ pointing down for descending sort order.

For more Register
Sorting Options, click the Account Actions gear icon then click Sorting
Options. Review and work with the available sorting options to see what they
do.

New transactions appear to go missing right after you
save them?

For example, if you
are entering a number of back-dated transactions and they appear to disappear
... they're most likely above the currently shown transactions page in the
register and you have to scroll up to see them. To keep them on the screen,
Sorting Option "By Order Entered" will help keep these transactions
on the bottom of the register, next to the new transaction entry line. Just
don't forget to re-sort the register by Date when you're done.

Allen Hoke

Joe and UKR, I appreciate the answers. However, direct entry into the bank register with correct tagging does NOT work wrt showing as income against the property tagged. So neither the "Add Rent" feature nor entry into the register works. I'm going to delete the entire property and start over from scratch.