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9930 Research Drive, Suite 100
Irvine, CA 92618
(949) 640-1333
Fax (949) 640-6842

We have implemented a system where you can send us files in a secure manner. You can send us a file by the link below or there are applications we can help you access on your computer to customize the process for the specific files you want to send.

Click this link to send a file or files now     Upload File(s)

You may send us any kind of file you would like including but not limited to PDF, XLS, DOC, JPG, TIFF etc.

If you like to automate this process contact Tom and he can setup a dedicated upload for you.


Quicken has used different file structures over the years. Here is a list of the version and the file(s) you'll need to send us

  Quicken 2010 and newer .QDF
  Quicken 2006, 2007, 2008, and 2009 .QDF, .QEL, .QPH, .IDX
  Quicken 2005 .QDF, .QEL, .QPH, .IDX
  Quicken 2004 .QDF, .QSD, .QEL, .QPH, .IDX
  Quicken 2001, 2002, and 2003 .QDF, .QSD, .QEL, .QPH
  Quicken 98, 99, and 2000 .QDF, .QSD, .QEL
  Quicken Win 5 and 6 .QDB, .QSD, .QEL, .QMD


You will need to send us the .QBW file. You can also send us a .QBB file if you would prefer. We prefer to not be sent the accountants copy as that seems to cause more problems than it attempts to solve.


Licensed by the California State Board of Accountancy

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