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Home and Business missing menu item: Reports>Banking

mbrown622

According to https://www.quicken.com/support/create-accounts-receivable-reports, to create a payment history report from an invoice/receivables account, all I have to do is
1. Click the Business tab.
2. Click the Reports and choose Banking > Transaction.
[more steps]
The only problem? I don't have a Banking menu option under Business Reports.
How do I get that option? I'm already set to cash basis for my reports.

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Accepted answers

mshiggins

From C. D. Bales:

The report is not missing; the instructions are incomplete.

The Banking > Transactions report is not a business report. You can access it directly from the Quicken Reports menu.

[You can also access it using the Reports dropdown on the Business tab ... but you have to put your cursor on "All Reports" at the foot of the business tab Reports dropdown, then select Banking > Transactions. All that seems like more work than just going directly to the Quicken Reports menu.]

All comments

NotACPA

At the very top of your Q window, starting immediately after the RED Q logo, what does it say?

Also, when you do HELP, About Quicken, what does it show as the Build/Release of your product?

mshiggins

From C. D. Bales:

The report is not missing; the instructions are incomplete.

The Banking > Transactions report is not a business report. You can access it directly from the Quicken Reports menu.

mbrown622

I'm running version R18.15, Build 27.1.18.15 (Year 2019) of Quicken - Home, Business & Rental Property.

No matter which of these I do (Business > Business Reports, Reports > Business, Reports & Graphs Center > Business), I have the same set of reports and menus.
Accounts Payable
Accounts Receivable
Balance Sheet
Cash Flow
Cash Flow Comparison
Missing Checks
Payroll
Profit and Loss Comparison
Profit and Loss Statement
Project/Job by Business Tag
Project/Job by Project
Schedule C
Tax Schedule (for export to Turbo Tax)

There is no Banking submenu.

The Tax Schedule Report gives me the list of payments received, but it would be nice to have a report that detailed payments by customer and invoice.

NotACPA

Look for REPORTS>Banking>Transactions. As previously stated "Transactions" isn't a Business report ... it's available to ALL account types.

mbrown622

You are correct about it being under the main reports (contrary to the documentation). It would still be nice to be able to see a report that listed payments by customer and invoice.

NotACPA

mbrown622 said:

You are correct about it being under the main reports (contrary to the documentation). It would still be nice to be able to see a report that listed payments by customer and invoice.

You CAN do that ... using the various Report customizing tools available via the GEAR icon.

NotACPA

Also, you're misinterpreting the instructions given. The Reports link is on the main command line ... not under the Business tab.

mshiggins

From C. D. Bales:

"There is no Banking submenu."

- There IS a "Banking submenu"; just not where you're looking for it, because Banking is not a "business" submenu. The Banking > Transaction report is not a business report - therefore it will not appear directly in any Business group of reports.

- As I said earlier, you can access the Banking > Transactions report "directly from the Quicken Reports menu". The Quicken Reports menu is found in the Quicken menu row - the row that typically starts with "File" as the leftmost choice, the row that is immediately below the Quicken Title bar. Starting in the Quicken menu row, the path to the report you want is: Reports > Banking > Transactions.

- You can also get to the Banking > Transactions report starting from the Business tab, but there is a step missing in the path you quoted in your original post. So, if you must begin on the Business tab, the full path would be: Business (tab) > Reports (button) > All Reports > Banking > Transactions. "All Reports" was left out of the Quicken support directions you tried to follow.