How QuickInvoice Export works?

The following describes how customer information is recorded in Quicken Deluxe 98 when you export the Customer List from QuickInvoice using the QuickInvoice Export (QIExport) utility program.

Memorised Transaction List

QIExport transfers the information contained in the Name and Address on Invoice field from QuickInvoice to Quicken’s memorised transaction list; the Customer Name or ID becomes the Customer/Payee. When you select the customer’s name in Quicken’s invoice form, the address automatically displays in the Bill To field. This QuickFill option must be turned on. To do this:

• Point to Options on the Edit menu and choose Register. This opens the Register Options window.
   
  
• In the Register Options window, click the QuickFill tab.
   
  
• On the QuickFill tab page, put a checkmark in the Recall Memorised Transactions box.
   
  

If the customer name exists in Quicken’s memorised transaction list, but there is no address information, QIExport adds the address to the list. If the customer name exists in the memorised transaction list and there is an address associated with that customer, QIExport does not update the existing address with the QuickInvoice address.

Now, when you create a new invoice in Quicken, you can select the customer from the Customer drop-down list and Quicken automatically displays the address in the Bill To field.

If the address does not appear correctly when you select a customer, correct the information in the Bill To field. Quicken retains the changes when you record the invoice, and displays the correct address in subsequent invoices.