Need local help with Quicken transaction cleanup and categorization [Edited title]

pwoody · April 2023

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?

NotACPA · April 2023

Where are you located?

pwoody · April 2023

Salem, Mass.

Rocket J Squirrel · April 2023

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:

https://www.quicken.com/support/tax-schedule-line-items-quicken-uses

and instructions here:

https://www.quicken.com/support/how-assign-tax-form-line-items-category

Need local help with Quicken transaction cleanup and categorization [Edited title]

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