Accountant doing personal finances for client - new to quicken
Hi all, I'm an accountant who has started a business managing peoples finances. My very first client uses Quicken. It has been about 20 years since I used Quicken. Question 1: It appears that Quicken is only desktop transactionally, so I think that I have to get a file from them with all of their information and upload it into my desktop. Then send a file back to them to upload to their desktop version of quicken? Is that the only way for us to see the same thing? Question 2: Can I only use my download of Quicken for one client. If I have a second client that uses Quicken, can I have a separate instance?
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