Mariner-software Narrator for Windows Manual de usuario descargar pdf (Pagina 43)

Setting up export to Quicken QIF

The following only applies to receipts:

Select Show Library Conﬁguration from the View menu.

Click on the Payment Methods tab.

For each Payment Method, select the type that corresponds to the

account type in Quicken, i.e. Bank Account, Credit Card, Cash or Other.

(See Payment Methods, pg. 57)

Make sure each Payment

Method corresponds exactly to an

account in Quicken. If you need to

change the name of a payment

method, it will automatically change

all receipts that use that payment

method.

Click on the General Fields

tab in Library Conﬁguration.

Make sure each Category

corresponds exactly to a category in

Quicken. Changing the name of a category

automatically updates all receipts that use

that category. If you use sub categories in

Quicken, create categories in Paperless

with colons in them, i.e.

House:Maintenance.

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Mariner-software Narrator for Windows Manual de usuario Pagina 43