Need local help with Quicken transaction cleanup and categorization [Edited title]
pwoody
Quicken Windows 2016 Member
I have been using Quicken 2016 for a while. I need to fine tune my data in the catagory area so that I can file taxes more easily. Is there someone I can hire to come on my windows PC and hold my hand?
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Answers
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Where are you located?
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0 -
Salem, Mass.
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The trick for preparing taxes is to make sure that your Quicken Categories are assigned the proper Tax Line Items so your tax reports are accurate. There is a list here:
and instructions here:
Quicken user since version 2 for DOS, now using QWin Premier (US) on Win10 Pro.
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