Quicken 2004 & TurboTax 2003 Premiere Home & Business
Last year Intuit annoyed many people with overly strict copy protection on TurboTax 2002. Like many people, I bought TaxCut instead.
TurboTax 2003 crashed trying to import my 2002 TaxCut data file. Not a good start.
Quicken’s Business Center and Customer Invoices:
1. Associating expenses with invoices requires flagging business expense transactions in the “Exp” field, found below “Charge” field in the register. Click on it and you get an “E” in the box. This enables choosing it from the invoice form when you click on “Expenses…”.
2. The categories assigned to an expense are copied from the register to the Invoice form but changes don’t propagate from one to the other.
3. Deleting an expense from an invoice only removes it from the invoice, the transaction remains, AND it still is marked with an “E” in the “Exp” field. Until you clear the “Exp” field, save the transaction, set the “Exp” field, and resave the transaction, you won’t be able to add the expense to an invoice.
4. Deleting expenses from an invoice (to update them by re-adding modified transactions for example) may cause the amount of payments applied to the invoice to be reduced. The only way to fix this seems to be to delete the payment and recreate it. To avoid this you can add a temporary dummy item to the invoice and delete it afterwards.