Copyright: Copyright © 1995 Intuit
Citation: Copyright © 1995 Intuit


Help for Financial Address Book
Contents of Financial Address Book Help

Click a topic for more details:

Adding addresses and updating Financial Address Book

Add new addresses, update existing addresses, remove addresses.

Viewing your addresses

Sort your address list in different ways, display a group of addresses, find an address.

Printing your addresses

Print your addresses in several formats.


Adding and Editing
Adding and editing addresses

Add an address

Edit an address

Delete addresses

Edit names that come from Quicken


Viewing and managing your address lists
Viewing and managing your addresses

Change the order of columns in List view

Hide or show fields in Detail view

Sort addresses

Search for an address


Printing
Printing your addresses

Set up your printer

Print addresses in various formats

Use Print Preview

Select addresses to print or preview


Financial Address Book

This window displays the addresses you've recorded in Financial Address Book. It also contains the payee names with addresses you've created in these Quicken lists:

•	Memorized Transaction list

•	Scheduled Transaction list

•	Online Payees list (including CheckFree addresses)

For details about updating addresses on Quicken lists and sending the information to Financial Address Book, see:

Recommended address formats

The window is divided into two parts:

•	List view displays each address on one line at the top of the screen.

•	Detail view displays the details for the address selected in List view.

How to...

Add a new address

Edit an address

Edit names that come from Quicken

Delete addresses

Search for an address

Print addresses

Change the order of columns in List view

Hide or show fields in Detail view

Sort addresses

What you see

List view

Detail view


List view

This view contains all the addresses sorted by last name (or sorted by the column heading you've selected in the Sort By dialog).

•	To see more column headings, use the arrow keys located in the upper left and right corners to view columns that are currently hidden.

•	To locate a particular address, see Searching for an address.

•	You can't edit an address directly in List view. To edit an address, select it in List view and then edit the selected address in Detail view at the bottom of the window.


Detail view

This view contains all the detailed information you've entered for the selected address.

•	Use the Tab key to move from field to field (unless you have set the Quicken option for using the Enter key to move from field to field).

•	You can edit or delete the address displayed in Detail view.


Change Column Order

You can easily reorganize Financial Address Book columns to meet your needs. For instance, you may want your list to display the name of the organization in the first column. You can customize the order or change the columns you include at any time.

How to...

Change the order of columns in List view

Add or remove columns from List view

What you see

Current List Column Order box

Available Selections box


Showing or hiding fields in Detail view

You can have Financial Address Book show as many or as few fields as you need. It's very easy to select the fields you want to see or hide.

1.	From the Options menu, choose Show/Hide Fields.

2.	(Optional) To hide a field, click on it.

The field turns gray. It does not appear in Detail view.

3.	(Optional) To show a field that you've previously hidden, click on it.

The field is no longer gray. It now appears in Detail view.

4.	Click OK.


Adding or removing columns from List view

1.	From the Options menu, choose Change Column Order.

2.	(Optional) To add a column, select it in the Available Selections box. Then click Append.

3.	(Optional) To remove a column, select it in the Current List Column Order box. Then click Remove.

4.	Click OK.

If you'd like to return to the preset settings, click Default.

If you'd like to start over from scratch, click Clear.


Changing the order of columns in List view

1.	From the Options menu, choose Change Column Order.

2.	(Optional) To move a column towards the top of the list, select it in the Current List column Order box. Then click Move Up.

3.	(Optional) To move a column down towards the bottom of the list, select it in the Current List Column Order box. Then click Move Down.

4.	Click OK.

If you'd like to return to the preset settings, click Default.

If you'd like to start over from scratch, click Clear.


Current List Column Order
Current List Column Order box

This box shows the column headings Financial Address Book currently displays in List view.


Available Selections list

This box shows the column headings you can add to List view.


Show Fields

You can hide or show any fields in Detail view. If you only want to fill in the basics, such as printing labels or tracking phone numbers, you can hide as many fields as you like. If you want to use Financial Address Book to store more comprehensive information about your business contacts, family, and friends, you can add a field to store an E-mail address, birthday, or spouse's name.

•	To hide a field, click on it.

The field turns gray. It does not appear in Detail view.

•	To show a field that you've previously hidden, click on it.

The field is no longer gray. It now appears in Detail view.


Sort By

Financial Address Book is preset to sort your list by last name. You can sort your list by any column heading in List view.

For instance, if you are planning to do a bulk mailing, you can sort your list by zip code.

•	To sort by a particular column heading, click on it.

Financial Address Book arranges your list in alphabetical or numerical order by the column heading you've selected.

•	To see more column headings, use the arrow keys located in the upper left and right corners to view columns that are currently hidden.


Print Setup

This window displays the name of your current printer and other printer settings. If you'd like to change to a different printer or change the settings, you can do that here.

Use the Print Setup to make these changes:

What you see:

Printer

Orientation

Paper

Options

Network


Printer

To print to a different printer, select it from the drop-down list.

If your printer is not listed, use the Windows Control Panel to install the printer driver for your printer. See your Microsoft Windows User's Guide for installation instructions.


Orientation

Click Portrait to print in a vertical format. Click Landscape to print in a horizontal format.


Paper

The Paper Size box sets your printer's default paper or form size.

The Paper Source box sets the default paper input tray or option.

You can use the Auto Select setting if your printer has more than one paper tray.

You can also use the Auto Select setting if you print on more than one size of paper. For example, you can use a letter-size paper tray for one tray and a legal-size paper tray for the other. When you choose letter paper from Financial Address Book, the printer will automatically select the letter-size paper tray.


Options

Click Options to change settings that are specific to the printer model you are using.


Network

Click Network to change a printer connection or set printer options.


Print and Print Preview

You can print or preview your address list in any of these formats:

•	An address book containing complete addresses for each entry or selected entries.

•	A phone list providing the name and phone number or numbers for each entry or selected entries

•	Mailing labels for all or selected addresses.

Prints the addresses in one, two, or three columns to match the label style you've selected.

•	Rolodex cards for all or selected addresses.

Select Avery 4168 to print one address across the page on a pin-fed printer or Avery 5385 for two across (on a laser printer).

Financial Address Book reduces the font, if necessary, to fit on a Rolodex card.

•	Envelopes for all or selected addresses

If you are printing your addresses:

•	Select the format you'd like to use. Then click OK.

Financial Address Book prints your address list in the format you selected.

If you are previewing your addresses:

•	Select the format you'd like to see. Then click OK.

Financial Address Book displays your addresses in the Print Preview window in the format you selected.

What you can do...

Print addresses in various formats

Use Print Preview

Select addresses to print or preview

What you see in the Print window

Print

On

Print Range

Change

What you see in the Print Preview window

Preview

On

Print Range

Change


Set Up Groups

Financial Address Book has five predefined groups:

•	Quicken (assigned to address records that come from Quicken)

•	Family

•	Friends

•	Work

•	Unassigned

Your Financial Address Book can contain up to 100 groups. An address record can belong to only one group.

How to...

Add a new group

Rename a group


Setting up groups
Setting up a group

1.	From the Options menu, choose Set Up Groups.

2.	Select <<New>> in the Available Groups box.

3.	Enter the name in the Add New Group box.

4.	Click Record.

5.	Click OK.


Renaming a group

1.	From the Options menu, choose Set Up Groups.

2.	Select the group you want to rename in the Available Groups box.

3.	Enter the new name for the group.

4.	Click Record.

5.	Click OK.


Advanced Search
Search

Use this window to search for an item in more than one field, or you want to search in more than one group.

What you see:

Find

Fields to be Searched

Groups to be Searched

Find words that sound like this word


Find

Enter the word or words you want to find.


Fields to be Searched

You can have Financial Address Book look in some or all fields.

To search in one field, click it. To select more than one field, press the Ctrl key as you click the fields you want to include.


Groups to be Searched

You can select all groups, one group, or several groups.

To search in one group, click it. To select more than one group, press the Ctrl key as you click the groups you want to include.


Find words that sound like this one
Find words that sound like this word

You can have Financial Address Book look for word or words that have a similar pronunciation to the word or words you entered.


Print

Financial Address Book lets you print addresses in several ways. You can print:

•	An address book containing complete addresses for each entry or selected entries.

•	A phone list providing the name and phone number or numbers for each entry or selected entries.

•	Mailing labels for all or selected addresses.

Prints the addresses in one, two, or three columns to match the label style you've selected.

•	Rolodex cards for all or selected addresses.

Select Avery 4168 to print one address across the page on a pin-fed printer or Avery 5385 for two across (on a laser printer).

Financial Address Book reduces the font, if necessary, to fit on a Rolodex card.

•	Envelopes for all or selected addresses.


Printing addresses in various formats

You can print your address list in these formats:

•	Address book

•	Phone list

•	Mailing labels

•	Rolodex cards

•	Envelopes

To print address records:

Financial Address Book displays the addresses in the current group.

1.	(Optional) If you want to print only some of the addresses, select them in List view.

For detailed information, see Selecting addresses.

2.	From the File menu, choose Print.

3.	Select a format from the Print drop-down list.

4.	(Optional) From the On drop-down list, select a paper, envelope, rolodex, or label type.

5.	(Optional) Click Font to change the font in your printed address list.

You can change the font, font style (such as bold or italic), and font size.

The fonts you can use are determined by the fonts available on your printer.

6.	Click OK.

Financial Address Book prints your addresses in the format youve selected.


Using Print Preview

You can preview your address list in these formats:

•	Address book

•	Phone list

•	Mailing labels

•	Rolodex cards

•	Envelopes

Financial Address Book displays the addresses in the current group.

To preview your address records:

1.	(Optional) If you want to preview only some addresses, select them in List view.

For information, see Selecting addresses.

2.	From the File menu, choose Print Preview.

3.	Select a format from the Preview drop-down list.

4.	(Optional) From the On drop-down list, select a paper, envelope, Rolodex, or label type.

5.	(Optional) Click Font to change the font used to display the list.

You can change the font, font style (such as bold or italic), and font size.

The fonts you can use are determined by the fonts available on your printer.

6.	Click OK.

Financial Address Book displays your addresses in the format youve selected.


Selecting addresses to print or preview

Financial Address Book is preset to preview or print all addresses in a group. You can preview or print just the addresses you need.

•	To select one address, click on it.

•	To select a group of contiguous addresses, select the first address. Then hold down the Shift key and select the last address you want to include. Financial Address Book selects all addresses between these items.

•	To select a group of noncontiguous addresses, select the first address. Then hold down the Ctrl key as you click the addresses in the list.


Print

You can print your addresses in any format available from the Print drop-down list.


Preview

You can preview your addresses in any format available from the Preview drop-down list.


On

You can preview or print your addresses on paper, envelopes, Rolodex cards, or labels.

The On drop-down list displays these choices.


Print range

Financial Address Book can preview or print all addresses in a group or just the addresses you select from the group.


Font
Change

You can change the font, font style (such as bold or italic), and font size.

The fonts you can use are determined by the fonts available on your printer.


Setting up your printer

You don't have to make any changes to your printer settings to print your addresses. Financial Address Book uses the printer you selected for printing with Microsoft Windows.

You can change your printer selection or select options for printing your addresses, such as paper size and paper orientation.

1.	From the File menu, choose Print Setup.

2.	(Optional)Select the printer you want to use from the Specific Printer drop-down list.

If your printer is not listed, use the Windows Control Panel to install the printer driver for your printer. See your Windows manual for installation instructions.

3.	(Optional) Change the paper orientation setting.

4.	(Optional) Change the paper settings.

Set the correct size and source for the paper or form you plan to use.

5.	Click OK to close the Print Setup window.


Print Preview window

This window displays the address list layout for the form you've selected. Use the buttons on the window to navigate and view  the addresses you are previewing in various ways.

What you see

Print

Next Page

Previous Page

One Page

Zoom In

Zoom Out

Close


Print

Displays the Print window.


Next Page
Previous Page

Click these buttons to navigate through your address list.


One Page

Click this button to switch from a one-page to a two-page display of your address list.


 Zoom In

Click to magnify your address list. Click the button again to magnify it further.


Zoom Out

Click to reduce your address list. Click the button again to reduce it further.


Close

Click to exit Print Preview.


Change
Change Font

Use the Font window to change the font in your printed reports.

You can change these elements:

•	Font

•	Font style (for example, you can make the report print in bold or italic)

•	Font size

The fonts you can use in Financial Address Book are determined by the fonts available to your printer.


Adding a new address
Adding an address

As you enter the address, include as much or as little detail as you need. Financial Address Book has preset columns and fields, if you'd like to reorder columns or display more fields, see:

Customizing columns

Showing and hiding fields in Detail view

1.	Click New on the Financial Address Book iconbar or double-click <New> in List view.

2.	Enter the information in the fields in Detail view at the bottom of the window.

Use the Tab key to move from one field to the next. Press Alt + Tab to move back a field.

Note: If you've set your Quicken option to have the Enter key move between fields, use the Enter key.

3.	(Optional) Enter a note.

If your memo is very long, click Notes. The Notes field expands, covering all of Detail view. Enter your note. You can enter up to 480 characters in the field. Then click Notes again. The Notes field shrinks to its original size.

Note: You can use the Notes field to store all kinds of information, like directions to address you're recording.

4.	(Optional) Select a group from the Group drop-down list.

Grouping allows you to put certain addresses together so you can update, print, or look at them all at once.

You can assign the address records for all your relatives to the group called Family. Let's say you want to send an invitation to a family reunion to each relative. You can print address labels for just your family members by printing all addresses in the Family group.

An address can belong to just one group.

All address records that come from Quicken are assigned to the Quicken group. (You can easily assign these to different groups.)

5.	Press enter or click Record.

Financial Address Book displays the address record you just entered in List view. You can continue entering addresses. Simply start typing information in the first field.


Deleting an address

1.	(Optional) Select the group that contains the address or addresses you want to delete.

2.	Select the address or addresses you want to delete.

To select one address, click on it.

To select several addresses, hold down the Ctrl key as you click addresses in the list.

To select a group of contiguous addresses, select the first address. Then hold down the Shift key and select the last address you want to include. Financial Address Book selects all addresses between these items.

Financial Address Book displays the address in Detail view at the bottom of the window.

3.	Click Delete and then click Yes.

This address is deleted from Financial Address Book only. It is not deleted from your Quicken lists.


Editing an address

1.	(Optional) Select the group that contains the address you want to edit.

2.	Select the address you want to edit.

Financial Address Book displays the address in Detail view at the bottom of the window.

You can now begin editing in any field. Click the mouse pointer in the field you want to update.

4.	Make any changes you want to the address information.

Use the Tab key to move from field to field.

5.	Press Enter or click Record.

If you created this address in Quicken, Financial Address Book sends the updated information back to Quicken. Your Quicken records in the Scheduled Transaction and Memorized Transaction lists are updated automatically. If you need to update an address in the Online Payees list, you must do that in Quicken.

You can have Financial Address Book send this information to the QuickFill list in Quicken. You'll need to turn on an option in Quicken to do this. For information, see:

QuickFill and Financial Address Book

If you want to move a personal name from the Organization field to the First Name and Last Name fields, see:

Editing names that come from Quicken


Searching for an address

Financial Address Book lets you search your address list in two ways. You can:

•	Search quickly for an item by entering the information in the Find box.

•	Perform a more comprehensive search for a particular item in some fields or all fields.

Finding an item quickly

Financial Address Book is preset to search for an item in the column you last sorted your list by. For instance, if your list is sorted by organization, Financial Address Book is set to search for the organization name you enter.

If you'd like to search for another element in the address, such as a last name, first name, or zip code, select that column heading using the mouse pointer.

Then enter the item you want Financial Address Book to find in the Find box.

Performing a comprehensive search

If you want to search for an item in more than one field or the field you want to search in isn't available using the search technique described above, use Financial Address Book's complete Search facility.

1.	From the Edit menu, choose Search.

Financial Address Book displays the Search window.

2.	In the Find box, enter the item you want to find.

3.	(Optional) Select the field or fields you want to search.

4.	(Optional) Select the group or groups you want to search in.

5.	Click OK.

Financial Address Book searches for the item or items you entered in the fields and groups you specified. Financial Address book creates a new group, <Search Result>, and displays all the addresses meeting your search criteria.


Sorting addresses

Financial Address Book is preset to sort your list by last name. You can sort your list by any column heading in List view. For instance, if you are planning to do a bulk mailing, you can sort your list by zip code.

•	In List view, select the column heading (such as Organization, or zip code) that you'd like to sort your addresses by.

Financial Address Book sorts the list in alphabetical or numeric order, depending on the heading you choose.

In this example, Financial Address Book is set to sort the list in alphabetical order by Organization name.

•	If you don't see the column you'd like to sort by:

1.	From the Options menu, choose By.

2.	Select the column heading you'd like to sort your addresses by.

3.	Click OK.


Customizing Financial Address Book

You can change the order of columns in List view, select which fields appear in Detail view, and make other changes so that Financial Address Book works exactly the way you want it to.

You can customize Financial Address Book using these options:

Change the order of the columns in List view

Hide or show fields in Detail view

Sort addresses


Opening a Financial Address Book file

Open a Financial Address Book file when you want to look at data in an existing file other than the current file.  You can work with only one file at a time.

To open a file:

1.	From the File menu, choose Open Financial Address Book File.

2.	In the File Name box, enter the name of the file.

Include the directory path if the file is not in the directory where you installed Financial Address Book.  To display the files in a particular directory, double-click the directory name in the Directories list.  To select a particular file, click its name in the list under the File Name box.

3.	Click OK.


Showing the iconbar
Showing and hiding the iconbar

If you'd like to hide the Financial Address Book iconbar, click to remove the check mark next to the menu item.

To show the iconbar, click the menu item to add a check mark. Financial Address Book now displays the iconbar.


About Quicken Financial Address Book

This box provides the version number assigned to this version of Financial Address Book.

If you need to call Technical Support, the representative may ask you for this number.


Copy command

Copy is available in Detail view only. Copies the selected field information onto the Clipboard.


Cut command

Cut is available in Detail view only. Removes the selected field information and copies it to the Clipboard.

Unavailable if nothing is selected.


Paste command

Paste is available in Detail view only. Pastes the text on Clipboard into the selected field.


Exit command

Saves your data and closes Financial Address Book.

Double-clicking the Control-menu box or clicking Close on the iconbar has the same effect as choosing this command.


About Financial Address Book command
About command

Displays the Financial Address Book version number and copyright notice.


Index
Contents command

Displays Help Contents screen.


Using Help command

Displays information about how to use the Help system.


Context Sensitive Help command
Financial Address Book Help command

Displays information about the active window.


Show Iconbar command

If there is a check mark next to this menu item, Financial Address Book displays the iconbar.

If you'd like to hide the Financial Address Book iconbar, click to remove the check mark next to the menu item.

To show the iconbar, click the menu item to add a check mark. Financial Address Book now displays the iconbar.


Sort by Last Name command

Sorts your address list by last name.


Sort by First Name command

Sorts your address list by first name.


Sort by Organization command

Sorts your address list by organization name.


Sort by City command

Sorts your address list by city name.


Open Financial Address Book File command

Opens the selected Financial Address Book file.

How to...

Open a Financial Address Book file


Close Financial Address Book File command

Closes the current Financial Address Book file.

How to...

Open a Financial Address Book


New command

Moves the mouse pointer to the first field in Detail view.

You can now start entering information for a new address.


Edit command

Highlights the first field in Detail view. You can now edit the address record.


Delete command

Deletes the address record or records you've selected.


Sort by command

Displays the column headings you can sort your list by. Select the column heading you want to sort by.

How to...

Sort addresses


Show/Hide Fields command
Show/Hide field command

Displays the Show Fields window.

Fields that are gray are hidden and do not appear in Detail view. If you'd like to include a field that is currently hidden, click on it.

To hide a field that is currently displayed, click on it. The field turns gray and no longer appears in Detail view.

How to...

Show or hide fields


Change Column Order command

Displays the Change Column Order window.

You can add or remove columns from List view in the Change Column Order here. You can also change the order of the columns using the Move Up and Move Down buttons.


Set Up Groups command

Displays the Set Up Group window.

You can assign an address to a group, such as Family, Friends, or Work. Grouping addresses allows you to look at particular set of addresses at once. This is handy if you want to perform a task, such as printing a set of mailing labels for family members.

You can use the groups Financial Address Book provides, or set up new ones to handle you special needs. This dialog box lets you create new groups. You can have up to 100 groups.

How to...

Set up groups


Advanced Search command
Search command

Displays the Search dialog box.

You can search for an item in more than one field or in more than one group.


Print Setup command

This window displays the name of your current printer and other printer settings. If you'd like to change to a different printer or change printer settings, such as paper size and page orientation, you can do that here.

How to...

Print your addresses


Print Preview command

You can display a preview of your address list in any of these formats:

•	An address book containing complete addresses for each entry or selected entries.

•	A phone list providing the name and phone number or numbers for each entry or selected entries.

•	Mailing labels for all or selected addresses.

Prints the addresses in one, two, or three columns to match the label style you've selected.

•	Rolodex cards for all or selected addresses.

Select Avery 4168 to print one address across the page on a pin-fed printer or Avery 5385 for two across (on a laser printer).

Financial Address Book reduces the font, if necessary, to fit on a Rolodex card.

•	Envelopes for all or selected addresses.

To see a preview of your address list:

•	Select the format you'd like to use. Then click OK.

Financial Address Book displays your address list in the format you selected.


Print command

You can print your address list in any of these formats:

•	An address book containing complete addresses for each entry or selected entries.

Phone numbers are printed to the right of the address.

•	A phone list providing the name and phone number or numbers for each entry or selected entries.

•	Mailing labels for all or selected addresses.

Prints the addresses in one, two, or three columns to match the label style you've selected.

•	Rolodex cards for all or selected addresses.

Select Avery 4168 to print one address across the page on a pin-fed printer or Avery 5385 for two across.

Financial Address Book reduces the font, if necessary, to fit on a Rolodex card.

•	Envelopes for all or selected addresses.

To print your address list:

•	Select the format you'd like to use. Then click OK.

Financial Address Book prints your address list in the format you selected.


Print Labels

In this window, select the type of labels you want to print (standard mailing labels or return labels). You also can have Financial Address Book print a partial page of labels.

Financial Address Book has an option to scale the selected font automatically so that six lines fit on each label.

To complete the window:

1.	Select Print Standard Mailing Labels or Print One Page of Return Labels.

2.	(Optional) If you are printing return labels, enter the return address in the box.

3.	(Optional) If you want to start printing at a particular place on the page, enter the row number and column number.

Financial Address Book is preset to begin printing in top left corner of the label sheet (row 1, column 1). If you want to start printing somewhere else on the page (for example, if you have only a partial sheet of labels), indicate the row number and column number.

4.	(Optional) Select the checkbox if you want Financial Address Book to scale the selected font automatically.

5.	Click OK.

Avery Labels styles you can use with Financial Address Book. Labels up is the number of labels across the page.

Label no.	Labels up	Label size  (w x h)	Description
4143	2	4" x 15/16"	Standard continuous
4144	3	2 1/2" x 15/16"	Standard continuous
4145	1	3 1/2" x 15/16"	Standard continuous
5160	3	2 5/8" x 1"	Standard laser
5161	2	4" x 1"	Standard laser
How to...

Set up your printer

Use print preview

Print addresses

Select addresses to print


Print Envelope

In this window, you indicate whether or not you want to print a return address on the envelopes you plan to print. You also indicate how envelopes are fed into your printer.

To complete this window:

1.	(Optional) Select whether or not you want to print a return address on the envelopes you plan to print.

To print a return address on the envelopes, leave the Print Return Address checkbox selected and type the return address information in the Return Address box.

Clear the checkbox if you don't want Financial Address Book to print a return address on the envelopes.

2.	Select the correct envelope feed.

3.	Click OK.

How to...

Set up your printer

Use print preview

Print addresses

Select addresses to print


File Open dialog
Open Financial Address Book File

This is where you open an existing Financial Address Book file so that you can work with the address records in it.

To open a file:

1.	From the File menu, choose Open Financial Address Book File.

2.	In the File Name box, enter the name of the file.

Include the directory path if the file is not in the directory where you installed Financial Address Book.  To display the files in a particular directory, double-click the directory name in the Directories list.  To select a particular file, click its name in the list under the File Name box.

3.	Click OK.


Working with Quicken

How Financial Address Book works with Quicken

If you have transactions with addresses in your Quicken lists:  The first time you open Financial Address Book from Quicken, your address list contains addresses from these Quicken lists:

•	Memorized Transaction list

•	Scheduled Transaction list

•	Online Payees list (including CheckFree addresses)

Financial Address Book puts the payee name from the Quicken transaction in the Organization field in Financial Address Book. This means that a company name, such Crossley Credit Union and a personal name, such as Marilyn Peters, appear in the Organization field.

You may want to edit personal name entries so that you can sort your addresses in Financial Address Book easily and correctly. To do this:

1.	Select the name in List View.

2.	From the Edit menu, choose Move Organization into Names or press Ctrl+M.

Financial Address Book takes the name in the Organization field and puts the first name in the First Name field and the last name in the Last Name field.

3.	Financial Address Book tracks the proper division of the name and won't update your Quicken payee name as a result of this change.

How to...

Send updated addresses to Quicken

Add to the QuickFill list

How Quicken works with Financial Address Book

When you update or add an address to a transaction in Quicken, Quicken sends the updated information to Financial Address Book automatically.

For details about updating addresses on Quicken lists and sending the information to Financial Address Book, see:

Recommended address formats

If you delete a name and address from the Scheduled Transaction, Memorized Transaction, or Online Payees list in Quicken, the record is not removed from Financial Address Book. You must go to Financial Address Book, find the record, and remove it.


Sending updated addresses to Quicken

If you are running Financial Address Book and Quicken:

Financial Address Book sends Quicken any changes for a record that appears on Quicken's Scheduled Transaction or Memorized Transaction list. These changes are recorded automatically in Quicken.

If you are running Financial Address Book and not running Quicken (floppy version only):

Financial Address Book stores any updates you make. The next time you open Quicken, your Quicken records are updated.

An exception. You cannot update your Online Payees list from Financial Address Book. You must update it in Quicken.


QuickFill and Financial Address Book

You can add the names you've recorded in Financial Address Book to the QuickFill list in Quicken. This is handy if you plan to select these names in your Quicken register or in Write Checks.

Follow these steps to set this option:

1.	Go to Quicken.

2.	From the Edit menu, choose Options. Then click the Register or Checks button.

3.	Click the QuickFill tab.

4.	Click the Add Financial Address Book Items to QuickFill List option and then click OK.

The names and addresses you add in Financial Address Book are available on the QuickFill list in Quicken.

Quicken records: QuickFill uses the Organization name from Financial Address Book, even if you've added a name to a record.

Financial Address Book records: QuickFill uses the name from the Financial Address Book. If there is no name, Financial Address Book sends the Organization name.


Exiting Financial Address Book

•	From the File menu, choose Exit.

•	Or, click Close on the iconbar.


Editing names that come from Quicken

When Financial Address Book first imports addresses from Quicken, Financial Address Book puts the payee name from the Quicken transaction in the Organization field in Financial Address Book. This means that a company name, such Crossley Credit Union and a personal name, such as Marilyn Peters, appear in the Organization field.

You may want to edit personal name entries so that you can sort your addresses in Financial Address Book easily. To do this:

1.	Select the name in List View.

2.	From the Edit menu, choose Move Organization into Names or press Ctrl+M.

Financial Address Book takes the name in the Organization field and puts the first name in the First Name field and the last name in the Last Name field.

3.	Financial Address Book tracks the proper division of the name and won't update your Quicken payee name as a result of this change.

For details about updating addresses on Quicken lists and sending the information to Financial Address Book, see:

Recommended address formats


Move Organization into Names
Move Organization into Names command

When Financial Address Book first imports addresses from Quicken, Financial Address Book puts the payee name form the Quicken transaction in the Organization field in Financial Address Book.

Use this command to move personal names from the Organization field into the First Name and Last Name fields.


Search for Help on command

Allows you to enter a word or phrase and then search for Help topics containing those words in their titles.


Context Help
Context Help command

Provides context-sensitive Help for the window you are currently working in.


Recommended address formats

Quicken includes new features that synchronize changes you make to addresses.

If you have identical addresses for the same payees in the Memorized Transaction list, Scheduled Transaction list, or Financial Address Book, changes you make to the payee name or address are made in all three places.

To ensure that addresses stay synchronized, follow these formatting rules:

•	The address may not be longer than five lines.

•	The last line in the address must contain the zip code, postal code or one of these phrases:

•	US, USA, United States of America, United States, America

•	Canada

If an address has additional text after the zip code or postal code, Quicken cannot synchronize the lists or send the address record to Financial Address Book.

For example, if you have ATTN: John as the last line of the address, Quicken cannot update your lists or send the address to Financial Address Book. (You can put ATTN: John on a line before the City line in the address.)

Here are some examples of formats that work correctly:

(Optional) Name

Street Address 1

City, State/Province, Zip Code/Postal Code

Name

Street Address 1

(Optional) Street Address 2

City, State/Province, Zip Code/Postal Code

Name

Company Name

Street Address 1

(Optional) Street Address 2

City, State/Province, Zip Code/Postal Code