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Quicken 2008 Tutorials

Reports & Graphs / Attaching Documentation




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Another type of reporting that I can work with in Quicken is an attachment. And an attachment is an actual document that's been taken from my computer and linked to my Quicken file. If you notice, the left-hand side of my screen has a little icon that looks like a piece of paper with a paperclip on it. This is my attachment. This allows me to click on the document and go directly to the file. When I'm finished looking at it, I click on Done and I go right back into Quicken again. Now, to attach this document, I can do it in one of two methods. First I can right click on my file and I will see the word Attachment or I can change my actual Transaction Bar to include the attachment as an option. Now, to do this, I'm going to my Options Button and to my Register's Preference. Here, in the center of the screen, I have Show the Transaction Toolbar and here's my Attach Button. When I say OK, I now have the attachment right on the button. Both the right click Attachments and the Attachments Button do exactly the same thing. They allow you to attach an electronic image. Notice that when I use the Attach Button it also gives me the follow-up flag and the note. When I choose a right click, notes and flags are just above the word Attachment themselves. So both options do exactly the same thing. When I choose Attachments, it allows me on the bottom of the screen to add an image from the file, from the scanner or from a clipboard. I simply select the button, go to my file, select the correct file, say Open and it will be attached. Now, you'll notice because I already had a document attached, it's saying it's been modified and it simply wants to know if I want to save the changes. If I say Yes, it will. If I say No, it keeps it exactly as I am. I'm going to say Yes and put the new document in, finish by saying Done. I now have the icon off the side that's the attachment. Now, keep in mind that if we are actually putting in a note, this is another type of reporting and notice simply anything that I type in on the screen. The idea here is that it is a type of documentation. Attachments are a wonderful way to group everything together that's necessary. I will very frequently use an attachment when it's time to put in a copy of a check or if there's a receipt or bill that I want to document. It's particularly useful for putting a copy of your warranties right within Quicken. Whenever you have a question, no need to dig through paperwork. The attachment of the warranty is simply saved within Quicken and it'll be safe from now until the very end of the warranty.

Tutorial Information

Course: Quicken 2008
Author: Lauri Sowa-Matson
SKU: 33913
ISBN: 1-934743-98-4
Release Date: 2008-09-19
Duration: 7 hrs / 87 lessons
Work Files: Yes
Captions: Available on CD and Online University
Compatibility: Vista/XP/2000, OS X, Linux
QuickTime 7, Flash 8

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