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How to Record the Sell of Investments in Quicken 2012

You need to record the sale of shares held in an investment account in Quicken 2012. Selling mutual fund shares works basically the same way as buying them — only in reverse. [more…]

Correct Mistakes in Recording Quicken 2012 Investment Transactions

If you make a mistake when you're recording investment transactions in Quicken 2012, don’t worry — it’s not a problem. You can edit an investment transaction. To edit a particular transaction, you first [more…]

How to Work with Tricky Investment Transactions in Quicken 2012

Quicken 2012 lets you record three common-to-tax-deferred-investment-account transactions by specifying several almost magical actions: shares out, stock split, and reminder transactions. You can tell [more…]

How to Update Securities Prices in Quicken 2012

You can collect current market prices and store this information with your Quicken 2012 accounts (both tax-deferred and taxable). To automatically update security prices, just display the Investing tab [more…]

How to Set Up a Brokerage Account in Quicken 2012

Setting up a brokerage account in Quicken 2012 is similar to setting up a regular tax-deferred account. During the investment account setup process, when Quicken asks you what kind of account you’re setting [more…]

How to Set Up Security Lists for Brokerage Accounts in Quicken 2012

Typically, a brokerage account probably contains more than one type of security. Therefore, a brokerage account uses a list of securities — and you, as the investor, need to create and maintain the list [more…]

Transfer Cash to and from a Brokerage Account in Quicken 2012

When you are working with brokerage accounts in Quicken 2012, you are able to transfer cash to and from the money market account. One of the big differences between a brokerage account and a traditional [more…]

How to Buy Near and Sell Dear with Quicken 2012

Buying and selling securities in a brokerage account is very similar to buying and selling shares of a tax-deferred investment with Quicken 2012. You fill in the same fields in almost the exact same way [more…]

Record Dividends, Capital Gains, and Other Goodies in Quicken 2012

It's easy to record dividends, capital gains, and other goodies in Quicken 2012. Any time you receive investment income, click the Enter Transactions button and choose Inc – Income [more…]

Windows 7 and Quicken 2012 Help

Help, a separate application within Windows 7, has powerful tools to help you learn about Windows 7 and application programs, such as Quicken 2012. To access Help, select the Help menu or click the ? icon [more…]

How to Adjust Errors in Quicken 2012 Brokerage Accounts

You can adjust the cash balance in a Quicken 2012 brokerage account and the shares balance in brokerage accounts if for some reason the figures are incorrect. How you adjust the cash balance in a brokerage [more…]

Tools Available from the Quicken 2012 Investing Tab

You can work with the Quicken 2012 Investing tab's commands and buttons to monitor your investments. The Quicken 2012 Investing tab provides different views [more…]

How to Describe Your Business(es) to Quicken 2012

To use Quicken 2012 for small business bookkeeping, you need to describe each business you or your spouse operates. To describe your business to Quicken, you need to give the business’s name and identify [more…]

How to Design Business Invoices in Quicken 2012

After describing your business to Quicken 2012, you need to add your business’s name and address to the business invoice template that Quicken produces. To do this, display the Business tab, click the [more…]

Identify Invoice Items When Setting Up Your Business on Quicken 2012

The stuff that appears on invoices — product or service descriptions, standard prices, and so forth — needs to be provided up-front to Quicken 2012 by setting up invoice items. [more…]

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 [more…]

How to Invoice Your Customers in Quicken 2012

In Quicken 2012, you can invoice customers, record their payments, and monitor unpaid amounts after you’ve described your business, finalized your invoice form [more…]

How to Print Invoices in Quicken 2012

You can print invoices in Quicken 2012 as you create them. Simply click the Print button on the Invoice window. The Print button looks like a printer and appears in the lower-left corner of the window. [more…]

Issue Credits and Make Refunds in Quickne 2012

Quicken 20125 provides commands and windows for issuing credits and for making refunds to customers. To record a credit — a credit is essentially a backwards invoice that says you owe your customer money [more…]

Finance Charges, Estimates, and Statements in Quicken 2012

Three customer-invoicing commands in Quicken 2012 (available on the Business tab when you click the Business Actions button and choose the Invoices And Estimates command) deserve a quick description: Create [more…]

How to Set Up Quicken 2012 Payroll

A lot of people who own small businesses or who have a household employee (nannies, for example) need to deal with payroll. Although Quicken 2012 Home & Business doesn’t provide you payroll tools, here [more…]

How to Get the Taxes Stuff Right in Quicken 2012

Besides setting up a payroll tax category to track payroll taxes that the employer pays, including the company’s share of Social Security taxes, the company’s share of Medicare taxes, and any other employer [more…]

How to Deposit Taxes from Quicken 2012

Make no mistake. Uncle Sam wants the money you withhold from an employee’s payroll check for federal income taxes, Social Security, and Medicare. Uncle Sam also wants the payroll taxes you owe and have [more…]

File Quarterly Payroll Tax Returns with Quicken 2012

At the end of every quarter, you need to file a quarterly payroll tax return, and Quicken 2012 can help you. (Specifically, you must file a Form 941 — which is a form you fill out to say how much you paid [more…]

Compute Annual Returns and Wage Statements with Quicken 2012

At year end, you need to file some annual returns — like the 940 federal unemployment tax return and the W-2 and W-3 wage statements — and Quicken 2012 can help you do this. [more…]

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