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The US government is announcing numerous endeavors to provide relief from the effects of the Coronavirus pandemic. As tax and business announcements become codified we will post them.<
As part of our COVID-19 response, we are asking clients to submit tax information digitally, when possible, via our Document Access Portal, and are making extensive use video or telephone conferences in lue of appointments.<
If you do not have a personal portal setup please use: Document Upload<

Below is a listing of our content based on your selected topic, click on the titles below for more information. If the term is unfamiliar, see the Term Glossary<.

How Can I Send My Mac Quicken File to My Accountant?

While we recommend QuickBooks over Quicken to track your business, we have a procedure you should follow when sending us your Mac's Quicken File.

Mac Quicken Screenshot for Exporting File to CPA

Step 1 - View Your Quicken Transactions<

Open your Mac Quicken File, and click on the "Transactions" menu item on the left of the window under the TOOLS group. You should see a list of transactions on the right, and close to the top of that same window, a list of filters and a "Reset Filters" button.

Click on the "Reset Filters" button, and then choose an appropriate date range from the left most filter. If your not sure select "All Dates".

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How Do I Export My QuickBooks or Quicken File?

We have guides available to walk you through the process:

Mac OS X QuickBooks Export<
Windows QuickBooks Export<

Quicken is another beast entirely, and quite frankly small businesses should skip it and move directly to QuickBooks. That said, for those of you who haven't migrated yet, its better not to send us a backup file – instead contact us and we'll walk you through it.

If you have a Mac version of Quicken, see this guide:

Mac OS X Quicken Export<

If you need any more help just let us know.

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Mac Quickbooks Export & Accountant Transfer

Converting the Mac OS X QuickBooks file:<

Typically, we ask that clients send us an "Accountant's Copy" of their QuickBooks data. However, Mac OSX users need to follow a slightly different process.

The following walkthrough is done in QuickBooks Pro 6. The process will be similar for all recent QuickBooks versions but some of the wording may be slightly different.

1. With the company file open in QuickBooks for Macintosh, select the File menu and select Backup to QuickBooks for Windows.

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