[ggcsquicksig] Re: Hello subscribers!

  • From: "John M. King" <johnking@xxxxxxxx>
  • To: ggcsquicksig@xxxxxxxxxxxxx, ggcsquicksig@xxxxxxxxxxxxx
  • Date: Mon, 04 Dec 2000 23:25:22 -0800

>     My first question to the ggcsquicksig listees is how do I configure
>Quicken to transfer Quicken SIG members bank account funds to my account?

On the menu bar (that's the row just below the title bar of the Quicken
window) click on "Features." Scroll down to "Other Funds Transfers" and
move across to the sub-headings.  Click on "Clubs and Societies."  You
might think that you should select "Non-profit Orgaizations" since the GGCS
is a non-profit, but that is not the right choice since you want to
transfer funds from members of the group and not the organization itself.

In the "Clubs and Societies" dialog box fill in your account numbers for
the banking institutions that you want the funds transfered to.  In the
"Sources" box enter the bank names and account numbers from which you want
the funds transferred.  In the "Schedule and Amounts" section, select
daily, weekly, monthly or quarterly.  The amount is best stated as a
percentage to avoid the potential overdraft error.

Hope that helps, but it will be a lot clearer when you have Quicken
installed and can go stepwise through the instructions found here and in
the Quicken Embezzelers News Group.

John



Other related posts: