Set Up Memorized Payees in Quicken Bring up the Memorized Payee List in Quicken: Press Ctrl + T or click on Cash Flow, Memorized Payee List. On the bottom left or at the top of the Memorized Payee List, click on New.
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Businesses using Quicken accounting software have several reporting options when reviewing finances. After running a report, you can sort the information based on specific criteria, including subtotaling transactions based on payee. When you subtotal by payee, the transaction information is sorted by customer. Unlike some Quicken sorting options, which are available for other types of reports, the subtotaling by payee categorization is only available in banking reports.
1.Launch Quicken and click 'Reports' in the upper menu.
2.Hover the mouse pointer over 'Banking' and then select 'Transaction' to open the Transaction window.
3.Click the drop-down menu next to 'Subtotal By' near the top of the screen and then click 'Payee.'
About the Author
William Pullman is a freelance writer from New Jersey. He has written for a variety of online and offline media publications, including 'The Daily Journal,' 'Ocular Surgery News,' 'Endocrine Today,' radio, blogs and other various Internet platforms. Pullman holds a Master of Arts degree in Writing from Rowan University.
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Pullman, William. 'How to Subtotal by Payee on Quicken Reports.' Small Business - Chron.com, http://smallbusiness.chron.com/subtotal-payee-quicken-reports-49569.html. Accessed 21 November 2019.
Pullman, William. (n.d.). How to Subtotal by Payee on Quicken Reports. Small Business - Chron.com. Retrieved from http://smallbusiness.chron.com/subtotal-payee-quicken-reports-49569.html
Pullman, William. 'How to Subtotal by Payee on Quicken Reports' accessed November 21, 2019. http://smallbusiness.chron.com/subtotal-payee-quicken-reports-49569.html
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You can print a check register or a register for any other account from Quicken 2015. First, display the register by clicking the Accounts-bar hyperlink for the account. To print a register, follow these magic steps:
1Choose the File→Print [account name] command.
The File menu command you choose, by the way, names your account. If the account you displayed in Step 1 is named Checking, for example, the File menu command is Print Checking. After you choose the File menu command, of course, Quicken displays the Print Register dialog box.
2(Optional) Customize the printed register.
You can use the Print Register dialog box to give the printed register a title (just enter something in the Printed Title box) and to specify the range of transactions. If you select the Print Split Transactions check box, Quicken prints the details of split transaction data.
3Print the register.
Click the Print Register dialog box’s Print button. Quicken displays the Print dialog box. You don’t have to fool around with this dialog box. If you want to print a register pronto, just click OK. Then again, if you’re the sort of person who likes to fool around with this kind of stuff, carry on with the rest of these steps.
4(Optional) Export the report to disk if you want.
To print the report to disk as a text file, choose one of the following options from the Export To drop-down list:
Text File if you want to create a text file, such as when you want to import the register into a word-processing program.
Tab-Delimited (Excel Compatible) Disk File, such as when you want to import the register into a spreadsheet or database program. (Oooh . . . fancy. . .. )
PRN (123-compatible) Disk File, such as when you want to import the register into any spreadsheet program that will open 1-2-3 files (which, basically, means any spreadsheet program, including Microsoft Excel). Lotus 123, by the way, was basically the first, super-popular spreadsheet program and widely used two decades ago.
If you indicate that you want a disk file, after you click the Export To button to start the ol’ exporting process, Quicken displays the Create Disk File dialog box. This dialog box asks for the filename that Quicken should create as part of printing the file to disk and asks where you want to store the file.
Just enter the filename you want in — you guessed it — the File Name text box. (Use a valid filename, of course.) Use the Save In text box to indicate where you want to store the file. And what do you do with the disk file? You’re on your own here. . . .
5(Optional) Tell Quicken which pages to print.
Use the Print Range option buttons and text boxes to limit the pages Quicken prints. How? Select the Pages option button and then type the range of page numbers you want to print. That’s simple enough, right?
6(Optional) Color your world.
If you have a color printer and want to print your register in color, select the Print in Color check box in the Print dialog box.
7(Optional) Trade speed for quality.
You can select the Print in Draft Mode check box to tell Quicken it should print faster and spend less time worrying about the quality of the printing job. In other words, you can use this check box to trade print quality for print speed. Life is full of trade-offs, isn’t it?
8(Optional) Tell Quicken to scrunch the information so that it fits across the page.
Click the Fit to One Page Wide check box to tell Quicken that you want its register information to fit across the width of the page.
9Click OK.
Quicken finally prints the register. All it is, really, is just a printed copy of the same account detail information you see on the Transactions tab.