How do I enter or edit a transaction in the register?
After you've added the invoices/receivables account, you can enter or edit customer transactions by using the forms Quicken provides, such as the invoice form, the estimate form, the credit form, and so on. You can also enter transactions directly in the register, but when you use the forms, Quicken can track more information.
To enter a new transaction, click(the Account Actions icon), and then choose the form you want to use.
To edit an existing transaction, in the account register, select the transaction you want to change, and then double-click the word--Form--in the Category field.
Fill in the form or make any necessary changes.
ClickEnter. If this is an estimate, invoice, or bill, clickSave and Newto save the form and immediately open a new one, or clickSave and Doneif you're finished.
This feature requires Quicken Home, Business & Rental Property. Learn how you canupgrade Quickenin minutes.
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