How To Update Alert Setting For Quicken Mobile App?

For Quicken Mobile App users, it’s easy to control the alerts for the app in the latest upgrades. The software provides flexibility for its users to control alerts as per their uses.Also,it allows you to sync your data from the system with the mobile app.As the software relies on exact and complete information to reach reliable performance.Guys,mobile alerts appear automatically. But it’s up to you, whether you want to see it or not.Also, you can turn it off. Give you some time to decide which alert is advantageous for you. Setting them would help you from coming future troubles.

Let’s now discuss steps to set financial alerts for Moblie app:

1. For this, go to Tools menu > Alerts Center > Setup.
2. Next, to review available alerts you need to tap on the alert category in the Setup tab.
3. In the setting menu, the following list would appear as an alert category list:

  • Banking Alerts.
  • Investment alerts
  • General alerts
  • Other alerts
  • Tax alerts

4. Now, pick the alert you wish to set up
5. Go for setting the alert threshold (where applicable)
6. After this, enter the method for Quicken. With this, they will be able to alert you.
7. Once it is finished, hit OK.

How to update Mobile Email Alerts:


1. Open Quicken software and there click on Mobile & Alerts tab.
2. Next, you have to tap the icon in the Email Alerts section header.
3. After then, click Alert Settings.
4. Now, utilize dropdowns and checkboxes to update alerts you wish to receive, and when the alerts are activated.
5. At last, to save the changes made, press OK.


1. Move to Quicken > Preferences > Mobile & Alerts tab.
2. Next, tap Alerts. If you don’t see any option for Alerts, please Turn “On” Sync button.
3.Use check-boxes and the drop-down list to update the alerts you wish to receive. When these alerts begin to show then they are sent to your email address (which connected with your Quicken ID). You can see the email address at the bottom of the Alerts window.

Steps to change the accounts you sync to mobile:

Quicken for Windows:

1. Open Quicken software. There tap on Mobile & Alerts tab.
2. After then, choose the icon in Accounts enabled on mobile section header.
3. You must know that by choosing the check-boxes, you can add/remove your a/cs for Mobile Sync. Thus, we can say, you will be able to sync a/c like checking, investing, cash, saving, and credit card.
4. Finally, to save the change made, tap Update Accounts.

Quicken for Mac:

1. Navigate to Quicken > Preferences > Mobile & Alerts tab.
2. Next, pick Accounts. In case, there is no option for Accounts, then turn “On” Sync Button.
3. Friends, by selecting check-boxes you can now add/remove your a/cs for Mobile Sync. Thus, you are able to
sync a/c like checking, investing cash, saving, and credit card accounts.

For setup and sync your accounts from Quicken:

When mobile app sync with your data file then you are able to access your accounts through the mobile device.

Quicken for Windows:
Set up Quicken mobile:

1. Go for opening Quicken app. Next, tap Mobile & Alerts bar.
2. After this, please click Get Started to select the accounts you wish to sync with your mobile device.

Sync Quicken data to Quicken Mobile:

1. First of all, under the Mobile & Alerts tab, press Sync now.
2. Next, move to your mobile app. There log in with the help of Quicken ID.
3. Once you snap refresh icon, all your information started the download to your mobile device from the cloud.

Quicken for Mac: 
Set up Quicken Mobile:

1. For this, you need to move to Quicken > Preferences > Mobile & Alerts.
2. Now, log in using your Quicken ID.
3. Afterwards, you are required to Turn “On” Mobile Access.

To sync your Quicken data to Quicken Mobile:

1. Move to Accounts > Sync to Mobile
2. Next, to update Online a/cs, you need to click a circular arrow that appears above your account list.
3. It’s time to open your mobile app. Log in there using Quicken ID.
4. Once you click on the refresh icon, all your information started the download to your mobile device from the cloud.

I tried to provide you with the best of the information.Still, you feel something is missing or having any query in the steps discussed above.Be fast to speak to our professionals.Use toll number (1-888-200-7580) for the Quicken Support.


The software ‘Quicken’ has gained a reputation worldwide. Everyone loves to use this nicely-designed product. Its features are so awesome that you would surely like to make it as a part of your business.To remove problems, bugs, improve data security or add new features, you may opt for Quicken Software Updates. Actually, these are free downloads that can help you to make the best use of it. The software is regularly updated and you can simply install updates via One-Step update feature. Chances are there that it (One Step Update) may not work.In such a situation, you may download Quicken Manually and install Quicken Updates. But for this, good internet connectivity should be there in order to download and install updates.Go through this blog to understand it in a much better way.


First, let me tell you that these Quicken updates are for free. You can download it easily and you will be informed by Intuit whenever a New Update is available. Also, you can go for One Step Updates to Check or Install Updates.
Steps are:

1. First, click tools in Quicken Menu
2. Next, tap One Step Updates

In case, software updates are available, you will see a window explaining you the
features of the update along with steps for downloading the update.You are supposed to close software in order to Run an update. Stay relax, your work won’t get affected and will be saved when closing the app.

Friends, if you find that One Step Update Doesn’t Work Properly then try out these steps: There is a need to update the accounting software by following the manual updates process. For this, the first thing you should check is the version and release number of Software.If you lack knowledge in this regard, steps are provided below:
1. First of all, click Quicken in Menu
2. Next, tap About Quicken
3. You will then see a window opening with Intuit Version (which Version of software you’re using).

In case, you already have the current version, still you are trying to install updates then don’t worry.You will receive a notification informing that you’re already working with software’s current version.

* Manual Updates Quicken Software for Windows Users :

Please note that Quicken windows 2015 will be removed at the time of current release (i.e Quicken 2019 Updates)installation, but you needn’t worry, your data files remain untouched.Once you know your version and release number, follow these simple steps to update your Software.

1. First, install Intuit Software and move on with On-Screen directions.
2. Once the installation is done, you’ll be asked to choose the existing data file to get started. The software will automatically attempt to open your most recent data file.
3. As you select a data file, Quicken will convert the file automatically.

How one can register Quicken account:

1. In the beginning, log in using your Quicken Id when asked.
Note: Remember the Id should be same as you used in 2015 Quicken Software.
In case, you forget your password then pick option named ‘Forgot my password’ on the login screen.
2. Next, insert Intuit 16-digit Activation Code when you are asked to do so. For more help, you may ping our Support Team.
3. Pick Your Mobile Device. Please note that using Mobile App for Quicken is not mandatory (it’s optional).Also, it will not affect in any way, how you’re making use of a desktop program.
4. Finally, you have done with it. Now, you can start using Quicken 2019.

* Manual Updates Quicken Software for Mac Users:

Guys, Quicken Mac 2015 will be removed at the time of current release (Quicken 2019 Updates) installation.But don’t get panic, your data files will remain untouched.
Once you get to know your version and release number, proceed with under mentioned steps to update Quicken.
1. Initially, install Quicken(Intuit) and move on with On-Screen directions.
2. As it (installation) is done. You will be asked to choose an existing data file to get started. You will see that Quicken will automatically try to open your recent data file.
3. Once you select a data file, Quicken will convert the file automatically.

Keep continuing visiting our site for more blogs. Hope you find it useful. Raise your queries (if any) by using our toll number (1-888-200-7580).Quicken Chat Support Team  is always ready to help you.

How To Import & Export Quicken Transfer Format File (QXF) ?

Guys, first I would explain you the meaning of QXF (Quicken Transfer Format) before we go for its further details. Basically, it’s a file format that is used to share data from one version of Quicken to another. Well, it is the most favourable and preferred way to move and merge a/c data between software versions. These files are generated by several financial institutions, for eg. banks and credit card companies.It’s easy to download the files from Internet via Quicken Web Connect or Direct Connect feature.The files constitute details regarding the user’s a/c balances, transactions and other financial activities.In case, you want to import investment or business data, we would recommend you to go for QIF import instead.Do remember that QXF is different from QFX. Here’s how:

  • QFX is a file format used at the time of downloading transactions from users bank’s site (Web Connect).
  • QXF is not a file type that you can obtain from your bank.

How one can Open QFX. ?

Launch.QXF file, or any other files on your system by double-clicking it. If your file is set-up correctly,the app that is meant to open yours.QXF File will open it. However, it is possible that you require to download or purchase the correct application in your pc. Also, it may be like that you have the correct application on your computer but .qfx files aren’t yet connected to it. In such a situation, when you attempt to open a .qfx file, tell Windows which application is the suitable one for that file. Then opening a .qfx file will open the correct application.

What do you understand by File Extension ?


QXF file extension is a set of 3 or 4 characters at the end of file name. Here,it (file extension) tells a user the file type and also tell Windows what programs they can open. You must know that a default program is typically related to each file extension by Windows. Once a file is double-clicked by a user, then the program launches automatically. In case, the program no longer exists on your pc, you ’ll then face error once you go for opening the associated file.QXF extension is just similar to .QFX format, the only difference is that “X” and “F” are reversed. Thus,we can say the file is specifically meant for transferring software financial information from Mac to PC.

* Consider the given points about QXF Files:-

  • You should know that import and export of financial information via QXF file format is limited to a/cs,categories, scheduled transactions, and non-investment and non-business accounts tags.
  • QXF doesn’t support import and export of investment and business a/cs, transactions, budgets, attachments, reports, and application settings.
  • Quicken for Windows 2016, 2017, and 2018 version is able to import QXF data from Quicken for Mac 2016, 2017, as well as 2018 release. The imported data include Checking, Savings, and Credit Card a/cs and transactions.
  • Quicken for Windows 2016, 2017, and 2018 release is able to export QXF data to Quicken for Mac 2016, 2017, as well as 2018 release. The exported data include Checking, Savings, Credit Card, Asset, and Liability accounts and transactions. Do note that you can export investment a/cs but not transactions and position balances.


Well, QIF import is available only for asset and liability a/cs (involving house and vehicle) and cash a/cs. In case, you have purchased Quicken Home & Business, QIF can be utilized to import transactions into accounts payable a/cs and invoice a/cs. The import is also available for any exported list, but the file where you want to import the list should necessarily include a valid a/c. However, this QIF import isn’t available for checking, savings, or credit card a/cs, or for 401(k) or any other brokerage accounts.

1. First, you have to back up your Quicken data file.
2. If the a/c to which you want to import data doesn’t exist, you need to create a new one.
3. In case, you’re importing the data using external disk then insert that disk. Copy QIF file onto your hard disk and copy QIF file onto your hard disk.
4. Go to File menu > File Import > QIF file.
5. Present path of import file is shown by QIF file field’s location. Pick a suitable option:

  • Insert a name for import file at the end of the existing path (please check that there is backslash (\) before the file name). The correct file extension. would automatically be added by Quicken software.
  • For unique location, move to ‘Browse’ option. In case, you need assistance to determine where a data file is, the software can provide you help in this regard. Provide a name in the File name field. After then, hit ‘OK’to go back to QIF Import window.

6. Next, in Quicken a/c go for choosing the a/c you want to import QIF file into to import into a list.
7. After this, in Include in the import area, pick the items you wish to include in the import process.
8. Hit ‘Next’ and move on with directions provided.


As it has stated earlier that through QXF file format, data can be easily shared between Quicken products. But do remember that users of Quicken Starter cannot import or export QXF files.Steps to create a new Quicken data file using an imported QXF file are:-

1. First, create a new Quicken file.
2. Next, go for File menu > File Import > Quicken Transfer Format (.QXF) file.
3. Now, insert QXF file’s name that you want to import, or tap ‘Browse’ button to choose it.
4. Hit ‘Continue’ to initiate the process of importing file.
5. If there exist accounts in QXF file that can’t be imported, for say investing or business a/cs, Quicken will let you know and show a list of those accounts.
6. As the process gets completed, you will receive a confirmation message. In case of error,click a link to review a log file having more details about QXF import. You can review it later on by selecting Help menu > Log Files.

Merge Quicken Data Files using an imported QXF File:

1. In the beginning, you need to open Quicken file you would love to merge QXF data into.
2. Guys, we suggest you backup your existing Quicken file before proceeding for merging QXF data. For this,navigate to File menu > Backup and Restore > Backup.
3. Navigate to File menu > File Import > Quicken Transfer Format (.QXF) file.
4. After this, insert name of QXF file that you want to import, or tap ‘Browse’ to select it.
5. To start the process of importing the file, snap ‘Continue’.
6. If there exist accounts in QXF file that can’t be imported like investing or business accounts,
Quicken will show you the list of those accounts.
7. On the completion of a process, you will receive a confirmation message. In case of error, tap a link to review a log file containing more details about QXF import. You can review this log file later on by moving to Help menu > Log Files.

For further inquiry, you can call us anytime via our toll-free number (1-888-200-7580). The dedicated and determined team feel pleasure serving you. Ask your queries at Quicken Support any time of the day, even on holidays.Although the steps discussed here are quite easy to implement, still you need help to speak to our representatives.

You May Also Read : Super Easy Tips To Fix Quicken Login Issue 

Super Easy Tips To Fix Quicken Login Issue

The finance management tool offers endless and extraordinary features to its clients. On the other side, it also trues that nothing is perfect in this world.Same is the case with this software. It is also not completely free from errors.Login issues when faced by users, their work get hampered. To lessen your burden, we have decided to explain you the steps that you can perform at the time of the error. For better understanding, read the entire post.Still, you find something difficult to understand, our help desk is readily accessible. Switching to this online platform would definitely leave you in a peaceful situation (as the error has removed).Let’s us now discuss our today’s topic. By utilizing Quicken ID, you can easily access all your Quicken apps. This ID registers your product, provides you access to software data files,Quicken Mobile,, and online services such as downloading transactions, updating quotes, and paying bills and lot more.

Friends, even if you don’t make use of online banking in Quicken, you would need to connect at least once to create this ID. As the ID helps you to register your software. Once Id is created, you are free to use the software offline if required.

1. Issue: Not able to modify Quicken ID :

  • At the time of signing in, if you see a pre-filled ID. And you find it difficult to change, then close and re-open the Window several times until you see ‘Edit’ option.
  • Next, tap ‘Edit’ and there choose your preferences.
  • Form the left panel, please select ‘Quicken ID, Mobile and Alerts’.
  • After then, sign-in as different users.
  • In this step, type ‘Yes’ to prompt and click ‘Sign Out’.
  • Now, Sign in back using your Quicken ID.

2. Issue: Error that Quicken ID is taken :

  • You may see an error message saying ‘The provided Quicken ID is taken’.
  • Tap ‘Sign-in’ option.
  • Use the email address you have just inserted as your ‘Quicken ID’ for the purpose of login.
  • After then, mention your ‘Quicken password’ or reset the same (if forgotten).
  • Attempt signing in again with the help of the newly created password.

3. Issue: Error that account needs to get migrated :

  • Tap ‘Click Here’ in case you come across the error message.
  • You will then asked either to ‘Create an Account’ or ‘Sign-in’ with your Quicken ID.
  • Move as per onscreen directions and complete the process of migration.
  • Choose to get verification code via text or via mail.

For further help, ping us at Quicken Customer Service By Proadvisor247 Team (1-888-200-7580 ).Through this, you can easily resolve your problem (if not solved by following the above steps). Avoid any kind of delay, be fast to join us whenever you feel something strange with your Quicken software. Because it is the best choice to go with. 



 The brand of Inuit i.e Quicken lets you produce reports, graphs and tables that can be printed in isolation or in groups. To provide its users with the widest flexibility, it contains a special driver with software installation. This the driver is what we can say, a PDF printer.Friends, it’s not like a standard printer that reproduces documents on paper, this printer reproduces a document in PDF (Portable Document Format).Please note that the printer doesn’t come pre-installed, but you are free to
install it any time after installing Quicken itself.Check whether your Quicken PDF printer is installed or not? When a user tries to print to PDF, Quicken may appear to freeze or error message saying “Printer not active” would display on a screen. You need to perform given steps to check whether PDF printer is installed or not:

  • First, make a click on ‘Start’ button.
  • Next, tap Control Panel and then Devices and Printers.
  • Now, see whether Quicken PDF printer is listed or not in ‘Devices and Printer’ category.

If not, go with below steps to install:

  • First, log on to your PC as an administrator (if you are not already).
  • Next, tap Start >Computer > C: > Program Files.
  • Afterwards, move to “Quicken” folder and then “PDFDrv” folder.
  • Next, you need to double-click “RestorePdfDriver.bat” file.
  • You will then see that a black command-line window will open.
  • Wait until the installation process completes and then close it.
  • To complete the process, restart your Quicken.

Well, error Quicken 30 may arise due to PDF driver not found. PDF printer driver not installed properly or driver’s incompatibility with your OS could be another possible reason for this inconvenience. Below-mentioned steps will help you in this regard:

  • In the beginning, log in as an administrator to your device. If not unable to do so, speak a word to your system administrator for help.
  • Next, right Click on Start button > Explorer.
  • Look for Quicken File in your system. By default, Quicken folder is installed in c:\Program files \Quicken\.
  • Open PDFdrv Folder.
  • After this, double-click on an install.exe file.
  • Look for C:\Windows\System32\wbem folder in Windows Explorer.
  • Tap on framedyn.dll file.
  • Now, you need to tap the Edit menu and then Copy.
  • Open C:\Windows\system32 folder. To go to the System32 folder, you have to click on Back.
  • In order to copy a framedyn.dll file into the system32 folder, please click on Edit menu and then paste.
  • In this step, open c:\program files\ Quicken\PDFdrv folder in Windows Explorer.
  • Next, Double click on RestorePDFdrv.bat file.

For more guidance and support, we would recommend you to stay connected with our technicians at Quicken Technical Support Service.They are the only one who can provide you solutions even to most difficult issues.So, be fast to ask them for any of your queries and get ultimate remedies.



Quicken, the product of Intuit is a complete software package for small enterprises. Equipped with lots of interesting features such as graphically data representation, remote a/cs entry, analysis tools, information storage,mobile a/c access,and electronic distribution of invoices, the software is highly preferred by users nationwide.Read the whole content to have a deeper insight into how to move data files of Quicken from one computer to another. Here, you will get adequate information that you need related to this topic.But before we move, please consider these points:

! You need not to purchase software another copy when transferring Quicken data file.

! Data file can be transferred via USB drive such Pendrive, External Hard Disk.

! Do remember that not to open or run the software on a network.

! PC, where you want to send these data files, must have the same version of software installed on it.

! At the time of transferring data, Quicken Software should be closed.


  • First, you have to install Quicken on new PC. The software should be of the latest release. As it is installed,it will update automatically. In case, it’s not so, you may approach Quicken Support Service (1-888-200-7580).
  • Next, open the application on your old PC and tap “File Back up”.
  • After this, back up your data file to the external drive (pen drive) or disc (for instance, a USB drive) that can be used to move this back up to your new Pc.
  • In this step, try connecting an external drive (Pen drive) to new PC.
  • Next, locate external drive on PC.

In Windows 7, go to Start > My Computer.
In Windows 10, right click on Start menu =>File Explorer.

  • After this, move your “Quicken Data File” from drive to your new PC.
  • Open Quicken app and there choose the File > Restore Backup File. Next, snap Quicken backup to “restore” data file.
  • At last, tap Save and OK.


  • First, there is a need to install accounting software on your new PC.
  • Put a copy of your Quicken file on external disk.
  • On your old PC, open this accounting software. Choose File > Save a Backup.
  • After then, the Backup data file to an External Drive/Disk that can be used to move this Backup to your new PC.
  • Now, Restore your Quicken Data File on new PC.
  • In this step, connect your external drive or disc to new PC.
  • Open Quicken. Choose File => Restore from Backup.
  • After choosing devices, double-click to create a backup file.
  • Choose the location and your choice to save restored file like a local drive, folder etc. After then,click Restore.
  • In the end, hit OK.

Hope you like the information provided here on this site. We continue to post helpful and accurate content, so be in touch with us. In case, you feel it difficult to understand any information, use our helpline number. Doing so, you can directly speak to our skilled and trained staff. Within a brief time,they will sort out your query.

You May Also Read : Quick Guide To Print Checks In Quicken For Windows  

Quick Guide To Print Checks In Quicken For Windows

With this awesome feature of Quicken (i.e printing of checks), you can save your time as well as your effort.Guys, don’t worry if you have no knowledge in this regard. Here, we have highlighted steps that are required to carry out this function.Just perform them carefully in the same manner as described.Let’s get started:

To print checks in Quicken:

  • First, you have to enter the transaction.
  • Next, press Ctrl+W from your keyboard.
  • If having multiple checking a/cs, select the account which you want to use. Do it by clicking the arrow i.e next to the account name (at the top of Write Check area).
  • After this, insert name of the payee on Pay to Order of line.
  • Next, enter the dollar amount on $ line, and then the amount will be written on the next line.
  • Mention address in Address field, or tap ‘Address’ button to insert and save address details for this payee on your QuickFill list. (It’s optional)
  • Pick a category (or multiple categories via Split button) for this expense. (It’s optional)
  • Additional details can be inserted on the Memo line.Suppose you mail the check in a window envelope, then the information would appear. Use Message field to insert secret details like your a/c number.

In case, you don’t find Message field, then:

a) Go to Edit menu > Preferences > Write Checks.

b) Choose Allow Entry of Extra Message on Check option followed by pressing OK.
   - Next, to save check in your register choose Record Check.

How to print checks after they have been entered???

1. First on Write Checks window, please click on Print. Doing so, you will be reached to Select Checks to Print screen.
2. Next, enter checks in your printer in the same manner as inserting letterhead paper.
3. In the First Check Number field, do check that the number is similar to that of the number on your first check.
4. If having various checks to print, choose which one to print using one of the given choices:

a) All Checks: It helps users to print all unprinted checks (including postdated checks).

b) Checks Dated Through: It helps to print all checks up to a particular date. You must know a current date is the default date. Well, the date can be changed by entering a different date in the field provided.

c) Selected Checks: With this, you are free to choose the individual checks to print. Next, go for ‘Choose’ option, pick suitable checks followed by clicking ‘Done’ option.

5. Make sure that your Check Style is correct:

a) Standard Checks: This check measures 8 1/2 x 3 1/2 inches and contains 3 checks per page for sheet-fed printers (like the laser, inkjet, or bubble jet). Please note that the checks for continuous-feed printers like dot matrix are a continuous sheet of checks.

b) Voucher: This type of check contains check followed by two vouchers for sheet-fed printers or a check followed by one voucher for continuous-feed printers.

c) Wallet: These checks are 6 x 2 5/6 inches with a check stub on each check’s side. It has three checks per page for sheet-fed printers, or a continuous sheet for continuous-feed printers.

6. If it is required, modify your check printing options:

a) Checks on First Page: Go for this option only when you are printing a partial page of standard or wallet checks on your page-oriented printer. Choose the number of checks on the first page.

b) Print Your Logo: This option can be used if you created a Microsoft® Windows® bitmap logo to print on your checks.

c) Additional copies: In case, you are printing voucher checks on a page-oriented printer, up to 3 additional copies can be printed by entering 1, 2, or 3 in the box.

7. Afterwards, hit OK to start printing the checks. Or you may snap ‘Print First’ to print only the first check of the group of checks that you choose. This (Print First option) verify your check settings by printing a single check rather than a batch of checks.

8. Press OK in ‘Did Checks Print OK window’ if the check has printed as per your expectation. If it’s not so, enter check number of the first incorrectly printed check. After then, hit OK.

I hope, you understand the steps discussed above. Still having any confusion, feel free to communicate with our Support team.They are ready to help you at any time as per your comfort. Just speak a word with them and feel the difference.For more details about Proadvisor247 technical team click here.

You May Also Read : How To Create Or Edit An Estimate Or Invoice In Quicken 

How To Create Or Edit An Estimate Or Invoice In Quicken ?

To enhance your knowledge in this regard, you can follow this article. Well, the estimate can be created by a user to list goods. It will further help them to offer services to their prospective clients.As and when you enter or print the estimate, your income will not change. It’s just because of the reason that it’s not sure that you will complete the transaction. Therefore, when the estimate is accepted by your client, it’s easy to introduce changes to it.Also, it can be converted to invoice. Although it (invoice) shows in the invoice a/c which you choose, with the next sequential invoice number.As you convert estimates directly to invoices, you may find these two forms similar to each other. Also,you need to provide the same details like customer, date, and billing address and description about the products and services that you sell.Therefore, we can call them as invoice items in Quicken. Please note that you needn’t create an estimate to convert to an invoice. It’s very simple to create an invoice whenever you need to bill customers for the products or services they bought.

Here’s how to create an estimate or Quicken invoice: You must go for a suitable option;
! To create an estimate: Tap > Business tab > Business Actions > Invoices > Invoices and Estimates > Create Estimate.
! To create an invoice: Tap Business tab > Business Actions > Invoices > Estimates > Create Invoice. Choose invoice template as per your wish.After then, in the Customer field, please insert person or firm name with whom you are dealing, or pick the name from the list.

Is it essential to enter this customer every time?

No, it’s not like that. When you insert name of customer for the very first time, QuickFill memorizes it.And the next time, when an estimate or invoice will be created by you for that particular client, you can pick it from the list.
Well, in Project, you can mention project/job name or pick it name from the list. However,it is not compulsory, it’s optional.

What to do when the invoice item that you want is not there in the list?

  • In this situation, insert new name. You will then be asked by Quicken to add a new item.
  • Hit ‘Yes’ and provide details. After this, press OK.

When invoice item includes a business tag…????

It doesn’t contain one business tag at the invoice level and another business tag at the invoice item level.It’s so because the application will find it difficult to ascertain which business the invoice item belongs to.To include business tags at an invoice item level, keep Business Tag field in the invoice as blank. Quicken will then show ‘T’ in Taxable column (if sales tax is charged by you for this item). Please note that to turn tax tracking off for this item,you have to click in Tax column.

What should you do to add an a/c for Sales Tax?

Whenever an invoices/receivables a/c is created for the first time then the financial software creates an a/c called *Sales Tax* (to track the tax you charge your clients).
In the QTY field, insert the number of items that you sell. Additional Information:

  • The software automatically updates the value in ‘Amount’ column for you (based on Quantity*Rate)
  • You may either choose a message in the list in Customer Message field or insert a new one.
  • If any taxable item is there in this invoice, please mention tax rate in Tax field.
  • Tap ‘Save and New’ to record the transaction and open another form. Or you may also choose ‘Save and Done’ (if finished entering invoices or estimates).Edit information on an estimate……
  • First of all, to open Estimate List, snap Business tab. After then, click Business Tools > Estimate List.
  • Now, in Estimate List, pick the one that you want to modify. Now, choose’Edit’ option.
  • Make modifications whenever required.
  • Press ‘Save and Done’ option, after this.

Edit information on an invoice…..

  • First, open the a/c where you track your invoices.
  • Here, choose the transaction for the invoice that you want to change. Next, double-click word “Form” in Category field.
  • Make modifications in Invoice dialogue, wherever required.
  • Press ‘Save and Done’ option, after this.

For additional information, you may dial toll-number (1-888-200-7580 ) of Quicken Customer Service Team.

You May Like : How To Update Mondo Patch For Quicken 2017 

How To Update Mondo Patch For Quicken 2017 ?

To remove particular glitches is the basic idea behind creating Quicken Mondo Patch.Well, the help desk like ‘Proadvisor247 Customer Support Number’ suggest users a sequence of steps to be performed in the hour of crisis. But when there is no other solution available and the error can’t be fixed through any means, then you can provide these patches.Open your Quicken software to check the latest version and then go for ‘help related to quicken’. And, if you find the number lower than new updated version then, you should go for updating your software.Avoid going back to the previous patch. As it will not allow you for Quicken login information files.If you have updated your software to current release, ensure that you are having the newest version or else you may go for online services. And, if you want the current version then you are supposed to Download and install the current update:

  • You can install for US mondo patch update.
  • You can install for US manual patch.

Manual Update: For say, you haven’t downloaded the financial updates from your bank/bill pay. At that time, you can go for downloading the manual update.

Quicken Mondo Patch Update: If not able to upgrade your accounting software or you see an error at the time of updating, it simply means that the time has come to update Mondo Patch.

Current Release Notes: (US Version) Latest R14/15/R15.1- Update is required for these versions. And if failed to download this update and set up your Quicken ID then it will result in loss of your connected devices.

  • After then, you can log in, along with your Quicken ID.
  • And in regard to our separation from Intuit, you are required to change from ‘utilizing your current Intuit ID’ to another Quicken ID.
  • Next, you need to set up neat and clean Quicken ID.
  • Your new Quicken ID is now able to sign in to an application.
  • You can use your Intuit ID for elective intuit item, in any case.

Canadian version:

  • In the beginning, move to Quicken(Canada), my a/c and after this, download Quicken manual update.
  • Make sure that you are downloading Quicken Canada mondo patch.

Manual update: In case, you don’t transfer financial updates from your bank or bill pay, at that time, you can go for downloading the manual update.

Quicken Mondo Patch Update: If failed to update your software or see the error while doing the same, you should update Mondo patch.And if you are having Quicken 2017 version in your Windows 10 and face problems with it, then the
patches are present to avoid such nuisance.Go with following measures at the time of error:

  • Whenever you failed to update this financial app then Quicken Mondo Patch will definitely help you. Although it’s a type of traditional update, here the only difference is that it updates all of your Quicken files. It doesn’t matter whether there is a need for an update or not. At some point in time, it takes a little bit more time to get installed because of its large size.
  • Next, just look for the location from where this ‘Mondo Patch Update’ is accessible. Well, it’s easy to access it from Quicken’s site.
  • Now, download it and keep aside on the desktop. And, if a message appears on the screen asking you “would you like to permit the program to form changes to your pc’ then give them permission.
  • Right tap on newly downloaded document QW2016R12 Patch/QW2016R12 M Patch from your work area. Afterwards,select to keep running as an admin.
  • To put in the update, move as per directions provided.
  • As the installation completes, the user is not able to read software’s release version.

Release R6(Canada Version): Here, Intuit’s login benefit has replaced with another Quicken login benefit.

  • And you have to set up another Quicken ID at the time of installing this update.
  • New ID will now be used to sign in to Quicken moving further.
  • After then, you can use Intuit ID for other Intuit items.

It’s a required update. If you fail to install this update and set up your Quicken ID will
lead to lost associated administrations.For the additional assistance you may get in touch with Proadvisor247 Quicken Support Team.

You May Like : How To Connect Capital One 360 Accounts In Quicken 

How To Connect Capital One 360 Accounts In Quicken ?

Quicken is basically an Intuit’s personal finance management tool. With this, you can easily modify and edit your finance. Also, it helps in your tax planning. The product of Intuit involves investments tracking, recording of banking transactions, planning for financial tasks, budget preparing, tracking progress and performance and lot more.


Friends, Capital One is simply a financial corporation or we can also be called it a bank holding company. It offers auto loans, savings, banking, credit card and much more to its clients.Whereas Capital One 360 a/c is just a saving a/c that you can handle or use this savings for any other means. Whenever any individual opens his/her account with Capital One bank then they are provided with information regarding online banking. Here, users also get a/c log in and password.Here, in this blog, we shall discuss ‘How one can connect capital one 360 accounts in Quicken’.
Sometimes, the user wants to run their a/c or if they are already having Quicken a/c then the transactions or saving can be easily modified. For security purpose, there is a need for special finance access code for one 360 a/c.The user only has an id and password. The problem can be avoided easily by generating the access code.To connect your accounts, go with these steps:

Step 1: First, open Capital One website in your browser.Next, log in into your a/c.

Step 2: Now, tap View Account option.

Step 3: After then, pick Account Service & Setting option.

Step 4: Now, choose to get the access code and then wait for the new page to open in your browser.

Step 5: You will now see the access code tab.There, insert your password in password box in order to connect with this accounting software.

Step 6: Now, the access code will be on your window. Just copy this code.

Step 7: Afterwards, move to Quicken website and sign in there. Snap My Account option and paste the code (that you have copied earlier) thereon access code box.

Step 8: Give accurate information wherever asked and then save it to connect to Capital One 360 a/c in Quicken.

Hope, you like the information and find it relevant one! If you need any further assistance then you may connect with Quicken Support Service (1-888-200-7580).