Business and Personal for Mac: Ability to create a deposit slip like in Quickbooks

wjfreitag

I am trying out Business and Personal for Mac. It appears there is no way to create a deposit slip with checks from my clients. If I can't create a deposit slip, how do I record payments? Frustrating.

Quicken Kristina

Hello @wjfreitag,

Thank you for sharing your feedback! To answer your question, in Quicken for Mac, you record payments using the invoice. For more details, please see this help article: https://info.quicken.com/mac/recording-a-payment-on-an-invoice

I hope this helps!

wjfreitag

I haven't been using invoices for payments from my psychotherapy clients. They pay for the session and at the end of week, I would deposit the checks. If the only way to record payments in Quicken is to create an invoice first, I will consider staying with Quickbooks. Thanks for your help.

UKR

https://community.quicken.com/discussion/comment/20510694#Comment_20510694

If you currently don't create invoices for each therapy session, you don't have to in the future.
I would suggest that you do the following:

(This was originally written for Quicken for Windows, but also applies to Quicken for Mac, neither of which can create and print deposit slips)
When you receive multiple payments by check per day/week but only make one summary deposit to your bank ...

• Create a manual (offline) checking account, named something like "Checks to Deposit" with an Opening Balance of $0.00
• When processing the received checks, deposit each check to "Checks to Deposit" instead of your regular bank checking account.
• At the end of the day/week, tally up all checks on your bank's provided deposit slip form. In Quicken, in the "Checks to Deposit" account make a transfer transaction "Daily Deposits" in the amount of your deposit slip. Put the amount into the Payment column. As category choose your checking account, surrounded by [square brackets], e.g. [ABC Bank Checking]. Verify that this reduces the balance in the "Checks to Deposit" account back to zero (or you have made a mistake somewhere along the way).
  
  If you need a printed report, in lieu of a deposit slip, create a register report (Windows: CTRL-P from the above register), filtered to show only today's transactions.