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Quicken Help?

Discussion in 'Business Applications' started by LauraMJ, Jan 12, 2013.

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  1. LauraMJ

    LauraMJ Administrator Thread Starter

    Joined:
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    Hi, All,

    I'm using Quicken 2013 for tracking small business stuff. Been using it for years for my small business. Recently, however, my husband started a business, and we created new accounts for his stuff (payables, receivables, checking). So, we've got two laptops, one for his business and one for mine, and a central desktop computer that has both. We want to keep the desktop with both business accounts, since that is the one hooked to the printer and fax. So, my problem is, I need a way to merge the accounts for customer invoices and vendor invoices from my husband's laptop to the desktop. Doing a complete backup of his laptop or mine and uploading that to the desktop will wipe out the other's accounts, so that won't work. Doing the cloud will ADD the other's accounts to both laptops. So will using Dropbox sync.

    I tried using the QIF import export function, which allows you to export and import specific accounts info........and that was great for setting up the laptops with their specific accounts.......but when I went to export the QIF files to the desktop, it DUPLICATED all that existing invoices in the specified account in addition to adding the new data. :( This was not what I expected to happen. SURELY there is a way to MERGE data from the laptop to the central computer WITHOUT duplicating everything that already exists??

    I take care of the central computer, so I am fine with both businesses being on the software, however, hubby is having a hard enough time with all this technology, lol, and doesn't want any extra stuff on his Quicken. He keeps forgetting to check for what account he's using and what checking account to draw from or deposit to.....and messes everything up, so he wants ONLY his stuff on his laptop. But we need to be able to add THAT stuff to the central computer for printing and faxing and running reports and whatnot.

    Does anyone have any ideas?
     
  2. LauraMJ

    LauraMJ Administrator Thread Starter

    Joined:
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    Bump!
     
  3. LauraMJ

    LauraMJ Administrator Thread Starter

    Joined:
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    Bump!
     
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