asp.net c# barcode reader / Using Online Banking Features in Software

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6 / Using Online Banking Features
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Entering and Reviewing Transactions
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Use any Web browser to navigate to www.quicken.com/webentry/, the WebEntry page on Quicken.com. You may have to enter your user ID and password to log in to Quicken.com before the page appears. Here s what the WebEntry transaction form looks like with a transaction ready to be entered:
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Enter transaction information into the form and click Enter Transaction to enter the transaction into the Web database. Repeat this process for as many transactions as you like. It s important to note here that if you have never used this feature, the Quicken Account, Category, and Class fields will be plain text boxes not the drop-down lists you see here. Quicken creates the drop-down lists based on accounts, categories, and tags (formerly known as classes) in your Quicken data file the first time you download transactions. Don t worry if you don t know the exact name of an account or category; you can correct any errors when you download the transactions into Quicken. You can review the transactions you enter by scrolling down in the window after entering any transaction. The Review WebEntry Transactions area lists each transaction stored in the database on Quicken.com, as shown here:
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Downloading Transactions into Quicken
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When you re ready to download WebEntry transactions into Quicken, click the Update button on Quicken s toolbar. The One Step Update dialog, which I tell you more about in 7 and elsewhere throughout this book, appears. Make sure the check mark beside Download WebEntry Transactions From Quicken.com is turned on. Then click Update Now. If a Quicken.com login dialog appears, enter your username and password in the appropriate boxes and click OK. Quicken establishes a connection to the Internet and displays a status dialog while it updates information. When it s finished, it displays the Online Update Summary window, which informs you that your Web transactions were downloaded. Click Done.
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Accepting Transactions
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You re not done yet. The downloaded transactions must be accepted into the Quicken accounts. Open the account register for an account for which you have downloaded a WebEntry transaction. If necessary, click the Downloaded Transactions tab to display the downloaded transactions, as shown next:
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If you have downloaded transactions from other sources, such as online account services, you may need to click the WebEntry link near the top of the Downloaded Transactions tab to view WebEntry transactions. This link appears only if you have downloaded data from multiple sources. Does this transaction list look familiar It should! It s almost identical to the one in Figure 6-4. It works the same, too. You can learn more in the section titled Comparing Downloaded Transactions to Register Transactions, earlier in this chapter.
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6 / Using Online Banking Features
Using WebEntry Again
The next time you use WebEntry, you should notice two things.
Drop-down lists appear for the Quicken Account and Category fields. These drop-down lists are updated each time you download WebEntry transactions. This makes it easier to enter transactions accurately in the future. The transactions you entered on the Web and then imported into Quicken have the status Sent To Quicken. These transactions will not be sent again.
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7
Automating Transactions and Tasks
In This :
QuickFill and memorized payees Scheduled transactions Calendar Billminder Paycheck Setup Address Book One Step Update and the Password Vault Scheduling updates
uicken Personal Finance Software includes a number of features to automate the entry of transactions. You got a glimpse of one of them, QuickFill, in 5. In this chapter, I tell you about QuickFill, Billminder, and the other features you can use to automate transaction entries or remind yourself when a transaction is due. I also explain how you can use Quicken s One Step Update feature to handle all of your online tasks at once. I m sure you ll agree that these features can make data entry and other Quicken tasks quicker and easier. Before you read this chapter, make sure you have a good understanding of the data entry techniques covered in 5. This chapter builds upon many of the basic concepts discussed there.
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