How do I invoice? Create a Customer List?
Hi. I'm new to Quicken Classic Business & Personal R54.16 (Windows). I have a service business and I would also like to use Quicken for personal accounting. My issues…
1. It looks like this Quicken is only for personal in that there is no way that I can find to set up customers or create invoices. There is no tag or category or menu item that specifically sets up a business entity, although there are categories for business income, etc.
2. How do I set up a list of customers?
3. How do I create invoices?
4. I tried to save a New File to have a seperate file for my business, but it told me it "couldn't find that file". Of course not… I trying to create it!
Any help would be appreciated. Thanks.
Answers
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Are you new to Quicken for Windows?
Welcome.
Please read this for more information, some videos and a list of resources to help familiarize yourself with Quicken:
https://www.quicken.com/quicken-tips
https://www.quicken.com/complete-guide-getting-started-quicken-windowsQuicken Help! (Quicken for Windows)
If you're unsure about how to do something, you can find more information about a specific task, function, feature or report in Quicken Help.
To access Quicken Help simply press the F1 key from anywhere in Quicken (or click Help in the Menu bar, then click Quicken Help).
Once Help has started, use the Search tab to search using keywords, e.g., "buy security".
Some Quicken view screens may have a blue (or yellow) button with a question mark. Click it to get view - specific help.
A browser-based version is available here: https://help.quicken.com/display/WIN/Quicken+Windows+HelpAfter setting up your personal and business bank accounts in Quicken, to get started with setting up a small business start reading here: https://help.quicken.com/display/WIN/Business
If you report income tax for your business on Schedule C of your personal Income Tax Form 1040, you should keep personal and business transactions in one Quicken data file.
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Thank you
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