QuickBooks Weekend Roundup

February 27, 2011

We had dinner this weekend with my good friend who prepares the taxes for my business.  I probably should have been at home working on getting together my documents rather than hanging out since I’ve spent the rest of the weekend working on taxes.

Luckily, I use QuickBooks and it makes the task a lot easier.  I looked back and about this time last year I wrote about QuickBooks accounting software and how I used in in my preparation.  Unfortunately, there’s still one complaint I had from last year that’s not corrected, and a new one.

Chase still only lets you download 3 months of transaction history so I couldn’t import most of that data, I had to key it in manually.  I’ve written good things about Chase credit cards but I don’t understand why they limit you to such a limited timeframe of downloads.  My local bank online savings accounts, PayPal, American Express, Vanguard, and every other financial institution I use lets me go back much further than three months – so why can’t Chase?

I also hit a speed bump with PayPal. Although they let you search and download on any data you need, I couldn’t find a way to download PayPal transactions in format that QuickBooks could import.  Which of course meant I had to manully enter all of those as well.  Maybe I missed something but it was a real bummer.  Anyhow, I’ve been cranking out the tax stuff so the list of money posts to check out is shorter this week, enjoy.


Personal Finance



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Ben Edwards, the founder of Money Smart Life, saved up enough to buy a Nintendo back when he was 12 years old. When he used the money to buy shares of Wal-Mart stock instead, he knew he wasn't like the other kids... His addiction to personal finance has paid off for his family and now he's helping you to afford the life that you want. Check him out on the web at Google Plus, Twitter and Facebook.

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