Can Quicken (NOT Quick books!) Reports be customized beyond its limits
Use Quicken Deluxe for Windows because major accounting is finance related. Quicken Reports do not allow customization in the format I need, so I have designed 3 Excel worksheets which do present the data in the format what we need. I must manually copy Quicken reports to Excel workbook, massage the data, then manually post in the respective 3 Excel worksheets on a quarterly basis.. I am sure an Excel expert could set this up for me, but my local Computer Tech cannot advise me on this (and even suggested Excel might not be the best way to do)so I Googled my desire, randomly selected Freelancer.com and was overwhelmed with responses yesterday. Today, in checking user ratings, found your article. Are you available for consultation re this; if so, what are your rates?.
Hi Peggy! Reading your post took me back to the days when setting up and customizing Excel spreadsheets was a daily task. Unfortunately my knowledge about Quicken is not nearly as deep as the knowledge and experience that I have using QuickBooks. Thanks for offering the consulting opportunity!
Good luck with everything.
Crystalynn Shelton, CPA