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  1. Quicken for Windows: Importing Address Book Records From Another Program [Support Article]

    GEN82111 Overview Quicken Home & Business can import both comma delimited and tab delimited files with the filename extension.csv. Currently many different software applications, such as popular word processing applications or email clients, also have ...

    37 found this helpful
  2. How to design an invoice in Home & Business [Support Article]

    GEN00513 Overview The Customer Invoice Designer in Quicken Home & Business now has a new look. We’ve added the ability to set header and row colors for your invoice line items. Instructions Go to the Business tab and select Business Actions > Invoi ...

    157 found this helpful
  3. How to email an invoice to customers [Support Article]

    GEN00512 Overview If you are a Quicken Home & Business user, you can email your invoice directly to your customers. You can also choose to attach a PDF of your invoice to the email. Instructions Create an invoice by going to the Business tab, then cli ...

    74 found this helpful
  4. Working With The Sales Tax Account [Support Article]

    HOW23879 Overview The first time you create an invoices/receivables account, Quicken creates an account called *Sales Tax* to track the tax you charge your customers. If you handle more than one tax rate, you need to create a separate liability account fo ...

    53 found this helpful
  5. How to add your PayPal weblink to invoices and rent reminders [Support Article]

    GEN00514 Overview Quicken allows you to embed links in your invoices. These links could be: A PayPal link – that helps your tenants or customers to pay their invoices more quickly A Yelp link – so your customers can read or write reviews about your busine ...

    8 found this helpful
  6. How to manage Business and Rental documents in Quicken [Support Article]

    GEN00515 Overview Quicken Home & Business allows you to store and manage your documents related to tenants, properties, businesses, customers, vendors, and projects. Information You can upload and manage documents from these areas of Quicken: Rental P ...

    16 found this helpful
  7. How To Schedule Recurring Invoices and Bills in Quicken Home & Business [Support Article]

    GEN82515 Open the register that contains the account you want to schedule the transaction for. In the bottom of the register, click the Bill and income reminders tab. Click Add Bill or Deposit. In the Payee field, select the customer or vendor. In the Cat ...

    279 found this helpful