can you copy a scheduled item?

Windows version, Q H&B 2016.

Can I use an existing scheduled item to create a second, slightly modified from the first?

Can I use an existing transaction to create a scheduled item?

Thanks.

Reply to
Taxed and Spent
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No.

Yes. Right-click on the transaction and select "Add reminder"

Reply to
Sherlock

Thank you. "add reminder" is grayed out when doing this in an invoice account.

Reply to
Taxed and Spent

I don't have Q2016 installed, but I can tell you that both Q2020 (R30.19) and Q2010 allow the user to right-click an existing invoice to create a new "scheduled invoice". So I'm betting that Q2016 can do the same.

The only situation I know of where "Add Reminder" would be grayed out is when the Quicken account is "closed". Also true for transactions in other closed Quicken account types. But then you can't create a reminder by any means for a closed Quicken account.

[In Q2020, the right-click option is (as Sherlock says), "Add Reminder". In Q2010, the right-click option is "Schedule Bill or Deposit". In either case, a new Invoice reminder can be, and is, created when using the appropriate Quicken account right-click menu option.]
Reply to
John Pollard

Thank you for your comments. I don't know if something changed since I restarted Q, but now I can right-click "add reminder" in the invoice account. That is, except for a credit, which remains grayed out.

I can live with that.

Thank you both for your comments.

Reply to
Taxed and Spent

I see the same thing in Q2020 R30.19 and Q2010.

I don't use Quicken Business features (though I do test many of them), so I've had little cause to enter A/R credits before.

I don't have an explanation for the restriction on A/R Credits; but it appears to be intentional (or, possibly, not enough users have complained about it).

Reply to
John Pollard

My work around: make the scheduled items (er, reminders) invoices. When I enter the negative amounts for an entry of the scheduled item, Quicken "helpfully" tells me I don't need a negative sign, and it has removed it for me. Gee, thanks. So I enter the number as a positive amount, and post it as an invoice. Then I go in the invoice file and change it to negative, and the invoice turns into a credit.

Whatever. At lease I have my set of reminders.

Reply to
Taxed and Spent

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