Converting Your Data (Quicken for Mac)
If you've used other versions of Quicken or other tools to manage your personal finances, you can convert your existing data file to Quicken for Mac compatible files (and in some cases, vice versa).
What files can be converted
- Quicken for Mac 2007, Essentials, 2015, 2016, and 2017
- Quicken 2011 for Windows or newer versions.
- Quicken Interchange Format - QIF files
- Quicken for Mac products older than 2007 are not supported for conversion; we recommend that you open a new data file in the latest version of Quicken, for stability. For more information, see How and When to Use an Intermediate Version To Convert Older Versions of Quicken.
Before converting your file
- The conversion of Quicken for Mac to Quicken for Windows Starter Edition is not currently possible. The option to import QXF files, which is necessary for this conversion process, is not available.
- If you're converting a data file because you've upgraded to the Subscription Release, you will need to make sure that the new version is installed before starting the conversion process. For installation steps, click here Quicken Mac Support Phone Number.
- Don't delete your old data file until you've reviewed your new data file.
- It's a good idea to hold on to a backup of your old data file for a while, just in case you need to refer back to it.
Contact Quicken Support
Quicken has several support options to suit your needs. Before contacting support, we recommend that you check to see if you have the latest release of your Quicken product installed. Updating your software with a free patch is the fastest and easiest way to ensure that your Quicken is working properly.
Note: Quicken Support is only available for customers using currently supported products. See if your version of Quicken is currently supported.
What's the fastest way to get support for Quicken?
The fastest way to get help with Quicken is to use this support website! Our Support Website has hundreds of FAQs that cover almost everything to do with using Quicken. On our Support Homepage, you'll find options to search for an answer, explore a specific topic, or watch the videos in our Quicken Video University. Or, you can search for help using the search box at the top of this page.
You can also connect with other expert Quicken users at any time in the Quicken Community.
What is the Quicken Support phone number?
The Quicken Support is Phone support is available from 5:00am PT to 5:00pm PT, Monday through Friday. To see current wait times, click here.
What is the Quicken Premium Support phone number?
If your Quicken Subscription includes Premium Support, you can find that number by signing in to your Quicken.com account. The phone number will be at the top of the account page. Premium support is available from 5:00am PT to 5:00pm PT, Monday through Friday.
How do I chat with Quicken Support?
If you prefer to use chat support, or if you need to contact us outside of our phone support hours, our chat support is available 24/7. Just click here to go to our support homepage, and then click Quicken Support Phone Number
CREATE DRAFT BILLS IN SAGES TIMESLIPS
Throughout the years, I have had my clients jump through hoops to get draft bills that look like the actual bill.
The problem is, when they run the draft bills and distribute them for review, the draft often gets sent out without the approval process.
We have tried printing them on colored paper, changing headers or footers, adding one time messages to temporarily indicate they are drafts. Obviously this is a cumbersome task and removing the draft information on all bills often gets missed.
Enter Timeslips 2015 with its new Draft Bill capability. Starting with Sage Timeslips 2015, a draft bill can include watermarks on the bills to indicate they are draft bills. Using the report options, you can customize the watermark information.
Here are your options:
Limit description to four lines
Include watermark
Choose diagonal printing of watermark
Display the date the draft bill was produced. By displaying the date, the draft was run, you will be able to determine the
most recent draft in the case of multiples. Remember, the print date is often different from the bill date.
Display the name of the person who printed the draft
Display the desired draft bill text.
CREATE A DRAFT BILL REPORT
To avoid the constant change of the options when running bills, you might want to make a copy of the Generate Bills report and create one for Draft Bills, choose the options you want and save the Draft Bill Report. Now you do not need to remember to change the settings each time.
WARNING: BECAUSE TIMESLIPS NOW HAS TWO GENERATE BILLS REPORTS, IT REVERTS TO THE LAST ONE RUN IF YOU CHOOSE THE GENERATE BILLS ICON OR BILLS/GENERATE BILLS FROM THE MENU BAR.
You must run the bills as a report—Reports/Billing—choosing the right bill report depending on the stage of your billing. If you do not want to do this, you can skip this section and manually turn on and off the options when you generate bills.
ACCESSING REPORT OPTIONS
You can access these options within the Report Options dialog box.
If you are printing bills from the Generate Bills Report Option you can select Bills; Generate Bills and then click the Options button.
If you are printing bills from the Billing Assistant, you can select Bills; Billing Assistant, select Bills at the bottom of the screen and then click the Options link.
If you are running your Draft Bills from the Draft Bill report you created, these options were already chosen for you and need not be reviewed.
generate bills
APPROVING DRAFT BILLS
Draft Bills cannot be approved. When you print Draft Bills, you cannot put them in Proof Stage, approve them, or email them. To approve the bills, you will need to exclude watermarks for the bill run. If you made a separate Draft Bill report, run your final bills as a Generate Bills Report.
More Information:- Sage Timeslips Support Phone Number
Top 5 women in fintech share financial tech advice for businesses
How much will diversity in fintech change the way you accept payments and manage your money?
It’s a simple question with complex possibilities as the industry evolves but the answer can be found in the main factor driving the industry – you, the business owner.
Financial service providers of all kinds and sizes are racing to bring you the latest solution to address your biggest challenges when managing your company’s finances and do so with next-generation customer experience.
The competition is fierce to get the attention of small and medium-sized enterprises (SMEs) and decision makers with the latest bells and whistles, but one key factor in differentiating which payment services provider (PSP) is implementing a true perspective of market needs is diversity in fintech leadership.
Viewpoints from women in fintech
Nadja van der Veer, a legal consultant with expertise in international payments, explains how the importance of diversity in leadership spans beyond fairness and impacts the product output overall customer experience for small businesses.
She says: “Women bring in different perspectives. They consider different aspects of a service offering. Women are often the primary buyer within a household and are therefore often owning the customer’s perspective.
“With a gender-balanced management in fintech companies, they can better mirror diverse customer bases. Bringing in a variety of different perspectives, backgrounds, and experience can be key to the company’s success, so gender balance is just one aspect in that key to success.”
The connection between diversity in industry leadership and product output is important, which makes it even more important to support and encourage equal representation from the inside out.
Here are the top five women on my watchlist to keep up with the latest developments in fintech and who are simultaneously pushing for gender diversity in fintech leadership for better financial services products across the globe.
More Informations:-Sage 300 Support Phone Number
A guide on moving to a modern enterprise management solution
Taking control of your entire business, from the management of the supply chain to overseeing sales, means it can be run efficiently and effectively. Having the right solution in place can help you achieve this and keep your company moving forward.
However, using a legacy enterprise resource planning (ERP) solution will hold you back.
Your business is facing a new reality where globalisation, a mobile workforce, and new apps and tools have changed the game. With this are new challenges around:
Data – it’s being generated at rapid speeds and you’re required to use it to make intelligent decisions at pace.
Organisational silos – these will be slowing your business down as individual units and teams use tools and systems to meet their needs rather than those of the company as a whole.
Satisfying your customers – business can be conducted anytime and anywhere, meaning there are greater demands to keep customers happy.
By using a legacy ERP solution, your business won’t be able to stay ahead of these challenges. So what can you do?
Move beyond ERP is a guide that highlights how a move away from a legacy solution can help your business adapt to changing business requirements, utilise data analytics and business intelligence functions for smarter decision making, and simplify every part of your company.
Move beyond ERP covers the following topics:
Why modern enterprise management is the new business reality
Why modern businesses can no longer succeed with traditional ERP
What to look for in a modern enterprise management solution
It’s time to change your expectations
Run your entire enterprise from the cloud? Now you can
More Information:- Sage 200 Support Phone Number
How to File Your State and Federal Taxes for Free in 2020
If you make less than $69,000 a year, you can find free tax filing options at the IRS Free File webpage.
There are options from TurboTax, H&R Block, TaxSlayer and others.
Each site has its own eligibility requirements, so be sure to find one that will be free for you.
It can take a bit of effort to find the correct option to fit your situation. Try using the IRS lookup tool to find the right one. Most of the options provide tax prep for both federal and state returns.
Best for: People who make less than the income cap and want a convenient and easy way to file online.
If you make more than $69,000 a year and have regular wage income, you may be able to file for free on MyFreeTaxes.com, a service offered by United Way.
MyFreeTaxes offers free federal and state tax prep to filers at all income levels, but it will not work if you need to file Schedule C (like income from driving for Uber), Schedule D (capital gains) or Schedule E forms. You can learn more about the different schedules and types of income here.
This site uses a version of H&R Block’s software. It is free for both federal and state returns.
Best for: People who don’t qualify for Free File but have income only from a standard job and perhaps a bank account, and want to file online.
If you’re in the military, you can use MilTax, a service provided by the Department of Defense that uses a version of H&R Block’s tax software. It is available for free to active-duty service members as well as those in the Guard or Reserves, as well as their families. There are no income or tax form restrictions.
You can also get free advice from a professional who understands tax issues specific to the military. The phone number is 800-342-9647, or you can live chat with them here.
Best for: People in the Military, Guard or Reserves and their families.
More Information:-
How to Contact Quicken Support
Quicken has several support options to suit your needs. Before contacting support, we recommend that you check to see if you have the latest release of your Quicken product installed. Updating your software with a free patch is the fastest and easiest way to ensure that your Quicken is working properly.
Note: Quicken Support is only available for customers using currently supported products. See if your version of Quicken is currently supported.
What's the fastest way to get support for Quicken?
The fastest way to get help with Quicken is to use this support website! Our Support Website has hundreds of FAQs that cover almost everything to do with using Quicken. On our Support Homepage, you'll find options to search for an answer, explore a specific topic, or watch the videos in our Quicken Video University. Or, you can search for help using the search box at the top of this page.
You can also connect with other expert Quicken users at any time in the Quicken Community.
What is the Quicken Support phone number?
The Quicken Support phone number is 650-250-1900. Phone support is available from 5:00am PT to 5:00pm PT, Monday through Friday. To see current wait times, click here.
What is the Quicken Premium Support phone number?
If your Quicken Subscription includes Premium Support, you can find that number by signing in to your Quicken.com account. The phone number will be at the top of the account page. Premium support is available from 5:00am PT to 5:00pm PT, Monday through Friday.
How do I chat with Quicken Support?
If you prefer to use chat support, or if you need to contact us outside of our phone support hours, our chat support is available 24/7. Just click here to go to our support homepage, and then click Chat Now..
