To purchase these
products, contact me directly, as I've pulled
them from my shopping cart to reduce operating
costs. email me at
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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