CHAT DIALOGUE



Chat Dialog
Deepak Singh Jagmohan: Welcome to Quicken chat support. My name is Deepak Singh Jagmohan. Please give me a moment while I review the info you provided.
Lelsie Goldman: I am downloading transactions in Quicken 07 R3. I see the transaction in my register.I I see it in the download window. The transaction
in the download winder does not recognize the
rransaction in the register even though it is the same date and amount. How to get it to recognize it?

Is there any way to mark the transaction
in the register with a C and just delete the
transaction in the download window?
Ravinder has joined the chat.
Deepak Singh Jagmohan has left the chat.
Ravinder: Hi Lelsie
Lelsie Goldman: Thank you. My name is Leslie.
Ravinder: Oh! I am sorry for the mistake
Ravinder: I will try my best to help you.
Ravinder: Is Quicken does not recognize the transactions automatically match ?
Lelsie Goldman: Yes, Quicken does not recognize all the transactions that automatically match.
Lelsie Goldman: a number of transactions match, but Quicken does not recognize the match.
Ravinder: In this case , we need to reindex the file
Ravinder: Please hold down the OPTIONS + Command + B keys from your keyboard , it will reindex the file
Ravinder: Are you able to reindex the file ?
Lelsie Goldman: I did what you said.
Ravinder: Ok, now check if it match the transactions manually or not
Lelsie Goldman: It is open and closing. Opening and closing fast. each time it is reincexing repeatedly.
Lelsie Goldman: it will not stop reindexing, it will not stop opening and closing the file.
Ravinder: Please wait a while and let me know once it is done
Lelsie Goldman: Whar should I do?
Lelsie Goldman: is this normal for it to open and close. open and close. open and close repeatedly??????
Ravinder: Please wait a while , it will take some time
Lelsie Goldman: It has been opening and closing for five minutes now.
Lelsie Goldman: Is this normal?????
Ravinder: Let me explain it . When you pressed the keys together , it has taken the command for several times.
Ravinder: It is normal . Please wait for some time
Lelsie Goldman: It is still going. open and closing. Any idea how long it will keep today this?
Lelsie Goldman: I am concerned that the file is being harmed.
Lelsie Goldman: Any idea how long it will keep doing this, opening and closing?
Ravinder: You have pressed the keys for a long time , it has taken the command and it will stops once the command is over
Lelsie Goldman: Ravinder, thank you for your help. I do not believe that I held the commands down very long.
Lelsie Goldman: O.K. it stopped. that was scary.
Ravinder: Ok, now check if it match the transactions manually or not
Lelsie Goldman: O.K. I will check the transaction I was looking to match.
Lelsie Goldman: hold on. thank you.
Ravinder: Sure !
Lelsie Goldman: It may have matched a few.
Lelsie Goldman: Is there any other way to change the catagories that show up in the download window
Lelsie Goldman: I would like to change some to the proper catagory. Can this be done?
Ravinder: You need to accept the transactions first in register then you can change the category
Lelsie Goldman: If I accept the transaction, it will be marked with a C.
Lelsie Goldman: The other one that I want to mark with a C will not be marked.
Lelsie Goldman: Is there any way to mark a C in a tranaction in a banking file
Lelsie Goldman: without reconciling, is there any way to mark a C in a banking file?
Ravinder: Click on the clr column and click on " Clear transaction " it will be marked as C . Then, save the transactions
Lelsie Goldman: I will try it. That could be a great help if that works.


_______



Chat Dialog
Deepak Singh Jagmohan: Welcome to Quicken chat support. My name is Deepak Singh Jagmohan. Please give me a moment while I review the info you provided.
Lelsie Goldman: I am downloading transactions in Quicken 07 R3. I see the transaction in my register.I I see it in the download window. The transaction
in the download winder does not recognize the
rransaction in the register even though it is the same date and amount. How to get it to recognize it?

Is there any way to mark the transaction
in the register with a C and just delete the
transaction in the download window?
Ravinder has joined the chat.
Deepak Singh Jagmohan has left the chat.
Ravinder: Hi Lelsie
Lelsie Goldman: Thank you. My name is Leslie.
Ravinder: Oh! I am sorry for the mistake
Ravinder: I will try my best to help you.
Ravinder: Is Quicken does not recognize the transactions automatically match ?
Lelsie Goldman: Yes, Quicken does not recognize all the transactions that automatically match.
Lelsie Goldman: a number of transactions match, but Quicken does not recognize the match.
Ravinder: In this case , we need to reindex the file
Ravinder: Please hold down the OPTIONS + Command + B keys from your keyboard , it will reindex the file
Ravinder: Are you able to reindex the file ?
Lelsie Goldman: I did what you said.
Ravinder: Ok, now check if it match the transactions manually or not
Lelsie Goldman: It is open and closing. Opening and closing fast. each time it is reincexing repeatedly.
Lelsie Goldman: it will not stop reindexing, it will not stop opening and closing the file.
Ravinder: Please wait a while and let me know once it is done
Lelsie Goldman: Whar should I do?
Lelsie Goldman: is this normal for it to open and close. open and close. open and close repeatedly??????
Ravinder: Please wait a while , it will take some time
Lelsie Goldman: It has been opening and closing for five minutes now.
Lelsie Goldman: Is this normal?????
Ravinder: Let me explain it . When you pressed the keys together , it has taken the command for several times.
Ravinder: It is normal . Please wait for some time
Lelsie Goldman: It is still going. open and closing. Any idea how long it will keep today this?
Lelsie Goldman: I am concerned that the file is being harmed.
Lelsie Goldman: Any idea how long it will keep doing this, opening and closing?
Ravinder: You have pressed the keys for a long time , it has taken the command and it will stops once the command is over
Lelsie Goldman: Ravinder, thank you for your help. I do not believe that I held the commands down very long.
Lelsie Goldman: O.K. it stopped. that was scary.
Ravinder: Ok, now check if it match the transactions manually or not
Lelsie Goldman: O.K. I will check the transaction I was looking to match.
Lelsie Goldman: hold on. thank you.
Ravinder: Sure !
Lelsie Goldman: It may have matched a few.
Lelsie Goldman: Is there any other way to change the catagories that show up in the download window
Lelsie Goldman: I would like to change some to the proper catagory. Can this be done?


Chat Dialog
Deepak Singh Jagmohan: Welcome to Quicken chat support. My name is Deepak Singh Jagmohan. Please give me a moment while I review the info you provided.
Lelsie Goldman: I am downloading transactions in Quicken 07 R3. I see the transaction in my register.I I see it in the download window. The transaction
in the download winder does not recognize the
rransaction in the register even though it is the same date and amount. How to get it to recognize it?

Is there any way to mark the transaction
in the register with a C and just delete the
transaction in the download window?
Ravinder has joined the chat.
Deepak Singh Jagmohan has left the chat.
Ravinder: Hi Lelsie
Lelsie Goldman: Thank you. My name is Leslie.
Ravinder: Oh! I am sorry for the mistake
Ravinder: I will try my best to help you.
Ravinder: Is Quicken does not recognize the transactions automatically match ?
Lelsie Goldman: Yes, Quicken does not recognize all the transactions that automatically match.
Lelsie Goldman: a number of transactions match, but Quicken does not recognize the match.
Ravinder: In this case , we need to reindex the file
Ravinder: Please hold down the OPTIONS + Command + B keys from your keyboard , it will reindex the file


http://quicken.intuit.com/support/mac.jsp



VERSION 16.0.2. R3

5:23 pm
Trouble with downloads.

Some do not match even if date
and amount are the same in the register.

What is up?

Union Bank says to call Quicken.

Calling Quicken...

I have been working for hours on this.
Really had a deep pressure to go
see my niece who is in town.

5:24 pm

Can I let this go for now?

How to Reach uicken....


DOWNLOADS

Complete these from Quicken
for Business.

FINANCIAL FOLDERS

For each major bill and his history...
separate into separate pages so
I can see better.

Set up some basic Folders



10:33 am

Really good progress!
Generated reports for Sales
and Generated report for 09
and 2010.

MAKE NEW FOLDERS FOR FINANCIAL
TO REFLECT ACTIVITY

Split into individual files on Pages
for

SPONSORS
and BEET KEEPER ENCHANTED GARDEN CLUB MEMBERS

144,000 Beet Keepers

K.T. Beet: Glad to be your cheerleader.
You did good work yesterday, Leslie.
More structures. Use your Left brain too!

Leslie: Next?

B.T. Beet: Go Through downloads, Please.

Leslie: O.K.

7:01 am
July 24, 2010

Generate yearly report for 09.

Get sense of Sales Tax owned.
Not much this time.

Mainly other catagories...

work on catagories...

Download all...

So I can back up...


Generate First


K.T. Beet: You can do this.
I am rooting for you!


NEW CHART OF ACCOUNTS
THAT REFLECTS MEMBERS
and GENERATES INDIVIDUAL TOTALS

 

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