Share Quicken Business info with an accountant

Tom17

Is there a way to share just the Business information with an accountant? I want to have my accountant to manage that and not have access to all my personal account information.

volvogirl

Only if it's in a separate data file. You could copy your file and delete all your personal accounts to give to him or to split out the business.

volvogirl

Only if it's in a separate data file. You could copy your file and delete all your personal accounts to give to him or to split out the business.

Tom17

Dang, that sucks. Guess I need to spend the extra money and get QuickBooks.

LongTimeQUser

You could create a "Report" that contains just the business info. It gives you the option to Export or Email to various formats such as Excel, PDF, or Text. These could be shared with your accountant.

Tom Young

Or, you could start a separate Quicken file that only contains the business activity, and send them that file.  Any money you pull from the business or put into the business would swing through an Account called something like "Cash To/From Owner."

You'd have that same Account in what is now your strictly "personal" Quicken file and the entries in this Account would be exactly the same, except in opposite directions.  So if you took $1,000 from the business checking account the entries would be:

PERSONAL FILE

Debit (increase) Personal checking Account               $1,000
Credit Cash To/From Owner Account                          $1,000

BUSINESS FILE

Debit Cash To/From Owner Account                           $1,000
Credit (decrease) Business checking Account           $1,000