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How Do I Export My QuickBooks or Quicken File?

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<

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.