Add an invoices/receivables account

To track customer invoices and incoming payments in Quicken, you must first create an Accounts Receivable (AR) account. This account is used to record money customers owe you and manage your invoices, credits, and refunds.

When to use this

Use an Accounts Receivable account if:

• You send invoices to customers.

• You want to track payments, outstanding balances, or customer credits.

• You need to generate reports like Accounts Receivable, Unpaid Invoices, or Profit and Loss.

Access the AR account setup

To create a receivables account:

1. Go to the Business tab.

2. Select the Business Actions button.

3. Choose Business Accounts > Add Account.

4. In the Add Account window, select the Business AR & AP tab.

5. Under Receivable, select Accounts Receivable (AR).

You’ll see a description:
"Set up an Accounts Receivable account in Quicken so that you can create and email (or print and mail) invoices as well as track payments from customers, credits and refunds."

6. Select Next, then follow the prompts:

   • Enter a name for the account (e.g., Customer Invoices).

   • Choose whether to create the account for all customers, one customer, or a specific business.

   • Select Done to finish.

Begin entering invoices

After creating the account, you can start entering invoices:

1. Open the Accounts Receivable account from the Accounts bar.

2. Select Enter Transaction, then choose Invoice.

3. Fill in the invoice details.

4. Use the correct date if you're entering an outstanding invoice issued before today.

Note
You can create one AR account for all customers or create separate AR accounts by customer or business, depending on your tracking needs.

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