Export Quicken Business Data for TaxAct: Step-by-Step Guide
Get your Quicken business data ready for TaxAct with this step-by-step guide! Learn how to export your Schedule C report, clean it up in Excel, and highlight key categories for easy entry into TaxAct.
Open your Schedule C report in Quicken and select the correct date range
Check and correct all transactions, including unspecified business expenses
Export the report to Excel Workbook for better organization
Import the data into a new Excel worksheet using the Data tab and Query tools
Highlight and sort key categories: Business Income, Car and Truck Expenses, Interest, Office Expenses, Supplies, and more
Review your categories carefully depending on your business type
Save your Excel workbook ready for TaxAct entry
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