Skip to content

Quicken

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".

Learn More...

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.

Learn More...

Should I use Quicken for my Small Business Accounting?

Short answer: No.

Long answer: Nope.

Why:

a) From an accounting and legal perspective you should not be commingling funds. Quicken can encourage a user to do just that.

b) Quicken is not designed or supported in the same way that QuickBooks is. Unfortunately, we are often faced with problems opening and working with both Quicken and QuickBooks files, the difference lies the solutions available to us. 

Learn More...
Syndicate content