I've started looking into this and it sounds like this might not be as easy as I'd assumed it would be.
I have a bookkeeper doing some work for me on some financial bills, and she'll be entering them into Quicken for me using a different account for each provider. I'd prefer to then import what she's done into my copy of Quicken that has my other non-medical related expenses and investments. It's not that I don't trust her, it's just that those other accounts need some work to be right and I'd rather do those myself.
Can anyone confirm that this can be done? I've searched, but only found older posts that I'm not sure are still relevant. I posted to Quicken.com's online forums and had one response from one of their Senior Contributors, "this is NOT even close to being a simple operation, and is one that I would discourage most users from attempting."
It seems hard to me to believe that something this basic would be hard to do, but I sure don't want to mess things up either.
Can anyone confirm it's something I shouldn't attempt, or can give me the steps to do it if it is something I can do?