Recording Customer Payments

rdbishop
rdbishop Quicken Windows Subscription Member
edited November 2025 in Business and Rental Property Tools (Windows)

When I receive payment for a customer invoice I deposit the check into an online investment account but the account is not available as a deposit account when recording the payment. I can do a dummy deposit into my checking account and then do a transfer to investment account but why is the investment account not available as a deposit account?

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Answers

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Here's what you can do:

    After creating a backup of your Quicken data file … just in case, you know …
    Go into Edit Details for your taxable brokerage account (retirement accounts do not apply) and, on the General Tab enable the option "Show cash in a checking account".

    This will create a banking account register named the same as the brokerage account, but with a suffix of "-Cash". The register appears in the Banking section of the Account sidebar, next to your other checking accounts. It will be selectable in the New Customer Payment transaction's "Deposit to:" field.

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