Our Services
Quicken
Quicken is a widely recognized personal finance software developed by Intuit back in 90s but later they sold it to H.I.G Capital in 2016. It is primarily designed for individuals and households to manage their personal finances, track expenses, budget, and plan for the future. Here’s an overview of key features and aspects of Quicken.
QuickBooks
QuickBooks is a highly popular and widely used financial management and accounting software developed by Intuit. It has become a staple in the world of small and medium-sized businesses, as well as among self-employed individuals and accounting professionals. Here are some key aspects and features of QuickBooks.
Basic Bookkeeping
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Add bank account in Quicken.
As Quicken playing a great role in financial life to its users. It eliminates paperwork & let the users to download transactions easily. How?
- Click on plus icon (+) at the top of an account bar.
- Choose type of an account like checking , credit card , etc.
- Choose your financial institutions.
- Then follow further instructions.
Creating Quicken ID
As Quicken is no more longer with Intuit . Quicken changed the information like Intuit ID to Quicken ID. See how to create Quicken ID ?
- Visit www.quicken.com
- Put the curser on Sign In option & click on the sub head name as My Account.
- On the next window click on Create Account.
- Follow the screen instructions.
Create new Quicken files
Quicken File is where users can see his/her financial information like bank accounts, income & expenses, transactions etc.
- Click on file menu.
- Click on new quicken file & choose new quicken file.
- Give a name to your new quicken file.
- Click Save.
- Follow on screen instructions.
We can help you with the followings and much more
- Adding Bank Accounts
- Consultant Services
- Errors
- Installation Issues
- Data File Help
- Investment Portfolio Help
- Data File Transfer
- One Step Update
- Duplicate Transactions
- Check Issues, etc.