Can YNAB create year-end tax reports, similar to Quicken? I don't import directly to Turbo Tax, but instead use Quickens summary reports.
182093
Sort of. I make sure to set up categories for business income and deductible expenses and make sure to categorize those expenses when I enter them throughout the year. At the end of the year I just print out a category report and I have my numbers.
1614255
Yes. But when that option is selected you won't have a hard copy of sales transactions to review at the end of the day. You can print a sales summary by item though.
2017688
I am not using the software for payroll. I think there is an add-on that does payroll. On the intuit site it looks rather expensive ($300+ per year).
1049551
I successfully imported to iBank 14 years of data as a QIF from Quicken for Mac 2007, and had my chart of accounts come over fully, and every account balance accurately to the very last cent. Some minor cleanup was necessary to fix things like foreign currency symbols in which Quicken is not Mac-compliant. It was useful to carefully check my Quicken file to remove spurious transactions, and run Quicken's file rebuild routine, before creating the QIF for import, to repair file corruption for which Quicken for Mac is notorious. Migrating my accounting to iBank has been the easiest and most accurate such process I have experienced. Read the manual topic on import, run through the online tutorial, work through the process carefully, with backup data so you can revert if you make a mistake, and it should be easy for you, too.
34904
Yes as others have said. Unfortunately quicken has a single format which means you must use one format for checks and envelopes. Others allow you to design spacing etc.
343017
Yes. I have a that macbook too. I have purchases turbo tax twice. It keeps a file on the computer for the next years taxes making updating previous years tax information unnecessary.
2091764
Quick books is an over simplified spread sheet. Where Quicken for one and business will give you a complete accounting interaction for your home and small business. You will be able to create tax documents for your tax preparer and have complete profit and loss statements. You are able to have the system write checks and figure payroll and payroll taxes. It's the only way to go when you want to do it right.
724053
Hello the basic has the following features: Instant paychecks Free direct deposit Automatic tax calculations No tax forms included-create reports and work with your accountant on tax filings Free live support from payroll experts Does not require, but integrates with QuickBooks Run payroll from your phone (online version only You need Quickbooks Enhanced Payroll which includes: Instant paychecks Free direct deposit Automatic tax calculations Federal and State tax forms completed for you Click to electronically file and pay taxes Run payroll online anytime, anywhere or in QuickBooks Reminders when taxes and forms are due Free live support from payroll experts Ability to print year-end W-2s Pay employees and contractors Run payroll from your phone (online version only) Hope this helps.
128963
I highly doubt it, normally any intuit product will import from 3 - 5 years back but that is it. I always try to get a new version every 3 years or so because of this.
2074218
I believe you have to have the same version, that is the same year. Quickbooks is not backwards compatible so if your using 2013 accountant's version, you'll have to convert\upgrade the non-profit to 2013.
600337
Not sure. I don't use quickbooks. Is that something I can access with a download so I can try it out and get back to you?
748567
Tax laws change, so the software must, too. I personally use an updated version so the integration to my bank and business stays current and within tax code.
1540309
A version of Quicken 2007 for Lion has just been released. It can import from older versions of Quicken as well as Quicken Essentials.
1813676
John, Thanks for you post. It confirms that I am not alone in my frustration about tax prep software ( TurboTax, TuxCut at al) not offering an oprion to automatically analyse joint vs. separately. They all claiming to minimize the taxes, but fall short on this step.
1105064
I went to H&R Block's website's FAQ and looks like a yes! See below: "Can I transfer my prior year tax return or financial information into H&R Block At Home? You can import basic information such as your name, address, and dependent information from your prior-year H&R Block At Home or TurboTax software tax returns."
375199
The Deluxe version definitely does, I just looked. I initially had Quicken Starter, but I never did a file import. ... because after I had it for a couple of weeks I received a great update offer from Quicken to the Deluxe version. I know this does not answer your question directly, but I can say this software package is incredible. I do a lot with the Deluxe version.
1315574
I just upgraded to Quicken Deluxe 2011. As far as I can tell, 2011 has the exact same ability to track investments as 2008. This includes the Portfolio view, tracking of cost basis and capital gains, portfolio rebalancing, and all the relevant reports. In fact, apart from the user interface facelift, I find myself rather hard-pressed to see any change of significance - positive or negative. I know that there are changes, since the Intuit website brags about them, but they simply don't make much impact on the user experience. A waste of a forced upgrade, but at least it still seems to work.