Recording (Quicken 2000) [Edited]

I do not have Quicken yet Member
edited January 2022 in Registers & Transactions (Windows)
If a make one deposit with several different customers how do I record the different names for the one deposit. Then at the end of the year how do I print out a year end report for each customer? Thank you!

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Best Answer

  • Quicken Windows Subscription Member ✭✭✭✭
    edited January 2022 Answer ✓
    To track the source payee of each deposit, you will need to use distinct transactions.  If you want to use only one deposit transaction in the financial institution account register, I suggest you enter the deposit transactions in an offline cash account holding register and use a transfer transaction from the holding register to deposit the funds in the financial institution's account register.  

Answers

  • I do not have Quicken yet Member
    Information on depositing.
  • Moderator mod
    Hello @miracles@5600,

    Thank you for reaching out to the Community with your question.

    In order to better assist you further, could you please provide which version of Quicken you have currently running?
    • Windows: Help > About Quicken
    • Mac: Quicken > About Quicken

    Check back and let us know! Thank you.

    -Quicken Anja
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  • I do not have Quicken yet Member
    I have the old 2000 addition but I'm going to upgrade to the deluxe
  • Quicken Windows Subscription Member ✭✭✭✭
    edited January 2022 Answer ✓
    To track the source payee of each deposit, you will need to use distinct transactions.  If you want to use only one deposit transaction in the financial institution account register, I suggest you enter the deposit transactions in an offline cash account holding register and use a transfer transaction from the holding register to deposit the funds in the financial institution's account register.  
  • I do not have Quicken yet Member
    Thank you!
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