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Walkthroughs

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.<
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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.<
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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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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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Sending us your Windows QuickBooks File

There are many several different ways for us to get your QuickBooks data, but the most efficient is to send us the Accountant's Copy. Most Windows versions of QuickBooks have the same or a similar process.

Step 1:<

From the file menu select Create Accountant's Copy...

Quickbooks Accountants Copy Step 1

Step 2:<

Allow QuickBooks to close all your open windows, by clicking OK.

Quickbooks Accountants Copy Step 2

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Walkthrough - Document Access Portal

Frankly, email is a poor and non-secure method to transfer files. To help serve you better, we are offering Document Access to all of our clients.

By logging in, you'll be able to download your tax returns, financial statements, et cetera. Additionally you can send us your organizers, bank statements, and QuickBooks files all in a quick, secure manner, and the system will notify us that it is available.

We've been working hard to ensure that all our clients are quickly setup on the system, if you have not received your welcome email yet, or would like to give an assistant access to your files as well, tell us by clicking here, and we'll set you up right away.

If you have already received the welcome emails, simply click the menu link on the right, 'Document Access', and if prompted install Microsoft's Silverlight. All modern browsers on Windows or Mac OS X are supported.

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