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How to Set Up a Customer Invoices Account in Quicken 2012

Quicken 2012 needs you to set up a Customer Invoices account to track the invoices you create. But this isn’t difficult to do. Simply display the Business tab, click the Business Actions button, and choose the Invoices And Estimates→Customer Invoices command.

When you do, Quicken checks to see whether you’ve already set up an account to track amounts your customers owe you. If you haven’t, Quicken asks if it can set up such an account. If you answer “yes,” Quicken asks if it’s okay to use a name like “Customer Invoices.”

When you click the “Sure, I don’t care what you name the account” button, Quicken then sets up the account for you. When Quicken sets up the Customer Invoices account, it also sets up a sales tax payable account to track any sales taxes you collect from customers.

  • The Customer Invoices account is a regular Quicken account — sort of like a bank account. You will see the Customer Invoices account listed, for example, in the Accounts bar and on the Accounts List window.

  • You can enter or edit transactions directly by viewing the account in a register window. Typically, you won’t work directly with the register, however, because Quicken provides easy-to-use tools for recording customer invoices and payments.

  • The Unpaid Invoices List is an easy way to see which customer invoices are open (often these are the only invoices you truly care about). To display this list, display the Business tab, click the Business Tools button, and then choose the Unpaid Invoices List command.

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