Intuit Quicken Jobs

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Fixed-Price - Expert ($$$) - Est. Budget: $500 - Posted
I have just purchased Quicken and need help in setting everything up properly. Here is a little background and some of what I’ve done and what I would like help with. This is only being used for my personal finances. I have integrated all of American Express charges and use AMEX for 90% of my monthly charges. I use Amex for both business and personal but my business is always reimbursed so I just want to be able to segment that out. This is integrated and showing up in Quicken. I want to be able to have detailed reporting that shows each Amex charge into buckets. I can go into Amex and set up categories and then hopefully have that transfer over to Quicken. For example, if I charge Uber then I want it to show up as Business- Taxi. Then something like Personal - Meals for a charge at a restaurant. Also, if I go to the same places then I don’t want to have to do it every time but just have Quicken recognize the vendor and auto populate it. Then be able to run a report that shows me how much I spent this month on breakfast or lunch or dinner or all meals. I have also integrated my bank and my investment accounts. Ultimately I want Quicken to act as an accountant for me so I can analyze my personal financial situation on a weekly, monthly, yearly basis. How much am I worth today, how much did I make this month, how much did I spend and on what? Is that something you can help with? If so, how do we proceed and what would be the estimated cost? What measures do we take to protect my security through this process? I live in Nashville, TN so it will need to be virtual but that is great with me. Thank you brian
Skills: Intuit Quicken
Hourly - Intermediate ($$) - Est. Time: More than 6 months, 10-30 hrs/week - Posted
I am a bay area based busy executive that could benefit from someone working behind the scenes to support myself and my family. My spouse and I are both busy people with day jobs, family requirements and it is neither of our strong suits to mind the store when it comes to managing things like recording and budgeting finances, making sure bills are organized and paid, booking the best travel well in advance, coordinating calendars between work and school and otherwise. Sometimes you just need a trained helping hand from someone who is way more organized and efficient than we are on the home front.
Skills: Intuit Quicken Bookkeeping Microsoft Excel Receptionist Skills
Hourly - Entry Level ($) - Est. Time: Less than 1 month, 10-30 hrs/week - Posted
I am looking for someone who can advise me on setting up Quicken 2014 for home and business. I run a two person engineering/safety consulting business that is set up as a private limited company in Malaysia. I have questions about how to set up Quicken most effectively to ensure that I can capture my personal as well as company information and can export the year end accounts to my auditors for appropriate filing. Note, there is quite a bit of multi-currency transactions as I work regionally.
Skills: Intuit Quicken Accounting
Hourly - Intermediate ($$) - Est. Time: More than 6 months, 10-30 hrs/week - Posted
I need someone to organize and do the monthly accounting for Quickbooks for two companies (C-Corp) and Quicken Deluxe (personal) Convert Quicken Deluxe to another Quicken product. Help me setup the chart of accounts, reports, and submit tax forms in the United States. Once everything is setup, estimate at 2 hours per week thereafter. ** Please have previous experience for submitting tax forms in the United States.
Skills: Intuit Quicken Intuit QuickBooks