Quicken doesn't always ask to associate payment with existing deposit transaction
If I'm recording a new customer payment, sometimes Quicken will ask me if I want to associate the payment with an existing deposit in my checking account, and sometimes it doesn't. Is there a reason why it does this sometimes and not others? It's a handy feature but it's frustrating that it's not working consistently.
Thanks!
Mike
Best Answer
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The amount of the recorded payment, in the account, and the amount of the txn you're recording must be exact … and the date of each must be within a day or 2. Otherwise, Q won't know to match them.
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0
Answers
-
The amount of the recorded payment, in the account, and the amount of the txn you're recording must be exact … and the date of each must be within a day or 2. Otherwise, Q won't know to match them.
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0 -
Ahh.. the date was it. I had the exact amount, but I wasn't paying attention to the date. Thank you very much for that!!
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