Add an invoices/receivables account
About invoice/receivable accountsBefore you can enter outstanding invoices or create new invoices to send to your customers, you need to add an invoices/receivables account. This account is a Quicken asset account that tracks your accounts receivable.
- Click the Business tab.
- Click the Business Actions button and choose Business Accounts > Add Account.
- Click Accounts Receivable as the account type.
- Enter a name for the account, and then click Next.
- Tell me moreYou can add one invoices/receivables account to track the transactions for all your customers; for example, Business invoices. Or you can add an account for each customer; for example, Smith & Brown invoices. If you have several businesses, you can add one invoices/receivables account for each business.
- Review the information on the summary screen, and then click Done.
- In the register for the account, begin entering previously issued but unpaid invoices and new invoices.
Notes
After adding your new invoices/receivables account, you can enter any previously issued but unpaid invoices that you want to track. When you create the invoice, just remember to predate it.
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