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Quicken s Address Book feature automatically stores the address information you enter when using the Write Checks window. You can also use this feature to modify or delete existing information or add new records. Keeping track of addresses with the Address Book makes it easy to insert addresses when writing checks and to look up contact information when you need to follow up on transactions.
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Displaying the Address Book Window
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Choose Tools | Address Book to display the Address Book window (see Figure 7-10). It lists all the records in the Address Book. You can use button bar buttons and menus to work with Address Book window contents:
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New enables you to create a new Address Book record. Edit enables you to edit the selected record. Delete removes the Address Book record. It does not affect transactions in which the record was used. Modify offers several commands for modifying the selected record or selecting multiple records.
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7 / Automating Transactions and Tasks
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Figure 7-10 Use the Address Book to keep track of the organizations and individuals you do business with.
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Sort enables you to change the order of records in the window. Print offers commands for printing Address Book record information. How Do I displays the Quicken Personal Finances Help window with instructions for working with the Address Book.
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To add a new Address Book record, click New on the button bar of the Address Book window. The Edit Address Book Record dialog, which is shown next, appears.
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Quicken 2009 The Official Guide
You can also use the Edit Address Book Record dialog to edit an existing record. Simply select the record in the Address Book window and click the Edit button in the button bar. The Edit Address Book Record dialog has five tabs for record information. Click a tab to display its options, and then enter the information you want to store. Here s what you can enter in each of the five tabs:
Payee is for the information that would normally appear in a Write Check window, as well as some additional contact information. Contact is for the name, title, phone numbers, and Web site of a specific person. Secondary is for a secondary mailing address and e-mail address. Personal is for personal information, such as spouse and children s names, birthday and anniversary, and still more phone numbers. Miscellaneous is for additional information, such as user-defined fields and notes.
Printing Entry Information
You can print the information in the list in three formats: list, labels, and envelopes. Start by selecting a record or using the Group drop-down list at the top of the Address Book window to display the records that you want to print. Then choose one of the options on the Print menu on the button bar:
List Choosing List displays a Print dialog just like the one that appears when printing Quicken reports. Use it to enter printing options, and then click OK to print the list. Consult 9 for more information about printing lists and reports. Labels Choosing Labels displays the Print Labels dialog. It includes a list of
commonly used Avery label products; be sure to select the right one before you click the Print button to print. To print a sheet of return address labels, choose an address from the drop-down list in the Return Address area and select the Return Address (Whole Sheet) option in the Print Selection area.
Envelopes Choosing Envelopes displays the Print Envelope dialog. Use it to
print #10 envelopes for Address Book records. Just set options in the dialog, put envelope stock into your printer, and click the Print button.
7 / Automating Transactions and Tasks
One Step Update and the Password Vault
As discussed in s 6 and 10, the Bank Account Update, Portfolio Export, and WebEntry features use One Step Update to update information on the Web and download transactions entered on the Web. But that s not all One Step Update can do. This feature makes it possible to handle many of your connection chores at once. When used in conjunction with the Password Vault feature, you can click a few buttons, enter a single password, and take a break while Quicken updates portfolio and account information for you. You can even schedule updates to occur automatically when Quicken isn t running.
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