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Get and stay organized with your finances, your investments, for yourself, your family, Are you acting as Guardian, Committee, Power of Attorney or Executor? Are you a corporate controller preparing working papers for the investment module of the year end to report unrealized gains and losses?
Handle comprehensive income calculations with ease. Are you a tax preparer with clients who have multiple accounts? Set up each client's data file and update every year.
5 hours of recorded webinars, recorded for bookkeepers at IPBC.ca, including an overview of how the program works, how investment accounting works, how to reconcile and create reports to create working papers.
Also included, e-Book (very first attempt to write about this topic) and a case study. For articles on investment accounting topics written for Canadian MoneySaver and more..
Intuit ProAdvisors received this email notice -Dear ProAdvisor, Due to the divestiture of Quicken from Intuit, we have been informed that the free Quicken Home and Business product update that is currently available to Desktop ProAdvisors will no longer be available after March 1st 2016.
January 2013 IPBC online webinar - Click to download from DropBox, select SAVE AS (look for the down arrow beside SAVE) and save the file to your desktop in a folder first. Then open Quicken and select that folder and that file to open the data file.
and, if you're interested in losses, and how to deal with a variety of stopped or superficial losses, an article in Intuit Canada's February 2013's ProAdvisor Newsletter combined with the links on this page below might interest you:
...Here's what one participant who attended the webinar had to say after she bought the eBook and Case Study...“When I saw the date it (the eBook) was written, I knew that some of the information may be older, but knew that it will at least provide me a starting point to get this (using Quicken software) up and running. I have downloaded the e-book and it looks like it has all come through great! (Yay for me)! Thank you so very much. The webinar today, (Quicken Overview above) you did a great job as always. I always appreciate the clarity in which you present each subject matter. Thank you for sharing your knowledge with all of us bookkeepers.” Elena Marr, CPB www.elenamarr.com
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