Recording (Quicken 2000) [Edited]

If a make one deposit with several different customers how do I record the different names for the one deposit. Then at the end of the year how do I print out a year end report for each customer? Thank you!

Best Answer

  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    edited January 18 Answer ✓
    To track the source payee of each deposit, you will need to use distinct transactions.  If you want to use only one deposit transaction in the financial institution account register, I suggest you enter the deposit transactions in an offline cash account holding register and use a transfer transaction from the holding register to deposit the funds in the financial institution's account register.  

Answers

  • Information on depositing.
  • Quicken Anja
    Quicken Anja Moderator mod
    Hello @[email protected],

    Thank you for reaching out to the Community with your question.

    In order to better assist you further, could you please provide which version of Quicken you have currently running?
    • WindowsHelp > About Quicken
    • MacQuicken > About Quicken

    Check back and let us know! Thank you.
    -Quicken Anja
  • I have the old 2000 addition but I'm going to upgrade to the deluxe
  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    edited January 18 Answer ✓
    To track the source payee of each deposit, you will need to use distinct transactions.  If you want to use only one deposit transaction in the financial institution account register, I suggest you enter the deposit transactions in an offline cash account holding register and use a transfer transaction from the holding register to deposit the funds in the financial institution's account register.  
  • Thank you!
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