How to Schedule Deposits and Bills in Quicken Home & Business

Step-by-Step Guide

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   Step 1: Open the account to which you want to set up scheduled deposit and bills forms through the register.

   This will prompt Quicken Home & Business to display a Schedule a Bill or Deposit dialog., When scheduling when to record and invoice in Quicken Home & Business, select the account containing the customer's invoice that you wish to record within the "Account to Use" field.
   
   Then, in the "Method" field, select "Invoice." When scheduling a customer payment to an invoice in Quicken Home & Business, select the account containing the customer's invoice that you wish to schedule a payment from within the "Account to Use" field.
   
   Then, in the "Method" field, select "Payment." When scheduling when a bill is to be recorded in Quicken Home & Business, select the account containing the business' bill that you wish to record within the "Account to Use" field.
   
   Then, in the "Method" field, select "Business Bill." When scheduling a payment for a business bill in Quicken Home & Business, select the account containing the business' bill that you wish to schedule a payment for within the "Account to Use" field.
   
   Then, in the "Methods" field, select "Payment."
   
   , Quicken Home & Business will then go back to the Schedule a Bill or Deposit dialog having filled in all the information you have just entered and saved.,,,
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   Step 2: Click on the label at the bottom of the opened register called "Scheduled Bills & Deposits."

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   Step 3: Select "Add Bill or Deposit."

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   Step 4: Enter specified information into the "Account to Use" field and the "Method" field within the Payment Information area.

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   Step 5: Click "Form" next to the "Category" field within the Payee Information area.

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   Step 6: Enter and save the information requested.

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   Step 7: Enter the date you wish to start the schedule within the "Scheduling" area as well as your preference on having Quicken Home & Business automatically enter all the pertinent information for you

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   Step 8: or if you would like the program to simply remind you to fill the transaction in yourself.

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   Step 9: Enter how often you would like that particular transaction to be scheduled for and when

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    Step 10: if at all

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    Step 11: you would like the transactions to end.

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    Step 12: Click "OK" to submit all of the bill and deposit scheduling information entered.

Detailed Guide

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