- Open the account that you want to use.
- Click
(the Account Actions icon), and then depending on what you want to do, choose New Vendor Invoice, New Payment to Vendor, New Credit, or New Refund. - Enter the information Quicken requests.
- Click Enter.
To enter a new transaction:
(the Account Actions icon), and then depending on what you want to do, choose New Vendor Invoice, New Payment to Vendor, New Credit, or New Refund.This feature requires Quicken Business & Personal. Learn how you can upgrade Quicken in minutes.