Easier way to enter invoices?

Question

I find it tedious to receive payments for an invoice.  For example, I'm in my Accounts Receivable account and I'm looking at my invoices and I see an unpaid invoice.  I then have to go to the account where the payment was deposited, write down the date (and amount if it's not the entire amount), and then go back to invoices and click receive payment.  Inevitably I forget the date and then I have to jump out of the dialog and go back to the account, etc, etc.

Is this how everyone else is doing it?  Is there some kinda shortcut such that when I'm in the invoice or even in the receive payments dialog that I can quickly jump back and forth between accounts to find the payment info and then jump back to the receive payments dialog?

thanks,

Mike

Quicken Anja · Answer

https://community.quicken.com/discussion/comment/20485991#Comment_20485991

@msoultan Thanks for the update! I'm glad to hear that you were able to find a workaround/process that works for you and we appreciate you sharing it here to help others.

msoultan · Answer

So, I just happened to watch a video on invoicing in Quicken and came upon a MUCH better way to input payments that is more intuitive.  It's described in this video, but I also provided modified procedure below to make it even easier:

https://www.youtube.com/watch?v=ylmPzODrpS4&t=1519s

* Create invoice and send to customer
* Wait for deposit transaction to be downloaded
* Go to the account where the payment was deposited
* Change the category on the downloaded transaction to the accounts receivable account (i.e. Customer Invoices)
* Go to the accounts receivable account
* Click the form button for the linked payment transaction
* Type the name of the payee and it should find the outstanding invoice and apply the payment to it.

This is so much easier than having to remember the date and account and hope it links the transactions between the accounts receivable and checking accounts - this takes care of everything in a very logical order.

Thanks,

Mike

Quicken Anja · Answer

Hello @msoultan,

Thanks for reaching out and sharing your feedback!

At this time, there isn't a built-in shortcut or workflow that allows you to easily jump between accounts or return to the Receive Payment dialog without closing it first. We understand how this process can feel a bit tedious, and I'm sure you're not alone in wanting a more streamlined experience.

You're welcome to submit this as an Idea post here in the Community if you'd like to see a feature like this considered in a future update. Our Development and Product teams frequently use our idea posts in order to improve Quicken and implement new features requested by customers.

Thank you!