Quicken Desktop Setup and Training -- 2

Job ID: 39252696

Budget: $50 – $0 USD

I'm seeking an expert to help me set up Quicken Desktop for personal bookkeeping and provide training on its use. I need to track my personal expenses and income sources. Also, I have my own businesses, and there are cases where I have to move money back into a company bank account, so I want to track that. I have digital records imported into Quicken already I have setup my bank accounts already. The data that is in there needs to be reviewed in Quicken, and I would like to get some of the automation working.

We will have to use screen sharing to do this. I am not able to give anyone my personal Quicken file.

Ideally, you should:
- Be highly proficient in Quicken Desktop
- Have experience in personal bookkeeping
- Be able to provide clear, understandable training
- Be skilled in data import from digital sources