"Seeding" Memorized Payee List for the OC

For the mildly anal:

Enter or memorize transactions using the following format:

Business name [Acct #], customer service phone number, address, zip code (May require abbreviations to fit into Payee field) [Purchase Order]/Order number and description[s] go into Memo field.

This way, if any questions or problems arise, contact info is readily available in Quicken alone.

For the TRULY anal:

Scan and attach po's/invoices to each transaction ;-)

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Bob Wang
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