How can I import Customer info to the Accts. Receivable Register?

B&D Delivery
B&D Delivery Member ✭
edited November 2022 in Business and Rental Property Tools (Windows)
How can I import Customer info to the Accts. Receivable Register?

Answers

  • Greg_the_Geek
    Greg_the_Geek SuperUser, Windows Beta ✭✭✭✭✭
    You need to import customer info into the Address Book as a CSV file. From Quicken --> File --> File import --> Addresses
    Quicken Subscription HBRP - Windows 10
  • UKR
    UKR SuperUser ✭✭✭✭✭
    After import be sure to mark all of these addresses with checkmarks in
    Include this payee in [x] QuickFill List and [_] Customer List and/or [_] Vendor List

    as needed

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