Level 1

Employees and payroll

Hi Alicia,

Why would you recommend I speak to my account?    I would guess that most of the self employed reading the posts and making the request have already spoken to our accounts.   


The challenge many in the community are having is not understanding where a SEP or (IRA) contribution is reported and what Schedule C etc.  

We need a catergory that will identify the contribution so we don't have to explain to our account or seperate mulitple personal transactions.  if Quicken is hanging its hat on 1:1 match with Schedule C categories they are missing the importance of the request to the customers using the product.  We are having the same issue with Charitable contributions category.    


Business lesson 1

Listen to your customers.

Thanks for passing along to the engineering team