"Seeding" Memorized Payee List for the OC

Jul 07, 2007 0 Replies

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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