Coming over from Quicken Classic ( Mac) starter and I’m not sure this will work?

Sk8terboy

I’ve been using Quicken starter forever. I have a company but I’m a sole proprietor. For the last 40 years I print out a report every year for my accountant, more or less a category summary. I was excited to find Simplify (business and personal) as I strictly use an iPad Pro these days and I keep an old MacBook Air for Quicken only.

I set up Simplify today and was loving it until I realized you can’t print from it. Now I don’t know what to do. I get that I can cancel and then just renew my Classic Starter but I’d really like to make this work.

I was wondering if anyone can help me get over this issue, I was thinking perhaps I could just do a manual statement and add up the balances per category? I did run some tax reports from the web version, first I don’t know if my accountant would take an excel but I assume so, the issue is I can’t find a way to download these tax reports without it itemizing each item. I need a total say for Medical or Advertising, my accountant isn’t going to want to see all the individual transactions.

I’m goign to call in to support tomorrow but I thought to post here, I’d appreciate any guidance, thanks!

SRC54

Hi, and welcome to Simplifi. And yes, the Reports module is the weakest part of Simplifi. Especially printing a nice looking report. Not easy.

I wonder if you could use the Taxes Report. It depends on whether the stuff you are sending the accountant would be things that are in that report. Of course, you have to go through and mark all of your categories as tax categories and provide the right tax line information.

If that works, then you can do an annual tax report and you can go through the report and deselect the transactions just to show the bottom line of the tax categories. Then you can export that to an Excel or CSV file. It is a little work though.

There are some requests for better Reports including Export to PDF (for printing). Then again since you have a business, the Simplifi Business and Personal might work better. But my understanding is that Reports there are skimpy too.

I hope this works out for you and I am sure others will have better suggestions for you. Since the you only have to do the Report once per year, maybe you can make it work for you. Good luck with Support.