Enter or edit a transaction in an Invoices/Receivables account

To enter or edit a customer transaction—such as an invoice, payment, or credit—in an Invoices/Receivables account, use the Form view. This ensures all required information is captured and prevents errors when saving.

Add a customer transaction

You can add a new transaction directly from the register or by using the Account Actions menu.

Option 1: Use the row-level gear icon

1. Open the Customer Invoices register.

2. Click the + icon in the upper-right corner to insert a new row.

   You must complete all required fields in the form—such as the customer name, date, and amount—before you can create the form. If any required information is missing, Quicken will display an error and will not create the form.

3. Hover over the new row until the gear icon appears at the far right.

4. Click the gear and choose Form….

5. Complete the form.

6. Click Create and Done or Create and New.

Option 2: Use the Account Actions menu

1. Open the Customer Invoices register.

2. Click the Account Actions icon (⚙) in the upper-right corner of the window.

3. Choose one of the following:

   • New Customer Invoice

   • New Customer Payment

   • New Credit

   • New Refund

   • New Finance Charge

4. Complete the form.

5. Click Create and Done or Create and New.

Edit a customer transaction

1. In the Customer Invoices register, select the transaction you want to change.

2. Hover over the transaction row until the gear icon appears at the far right.

3. Click the gear and choose Form….

4. Make your changes in the form.

5. Click Save and Done.

Important: The --Form-- text in the Category column is not interactive. To open the form, use the gear icon next to the transaction row.

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