Quicken Upload Instructions

1. Open your Quicken file.
2. Click on "File" on the top menu of Quicken.
3. Look towards the bottom of the menu. There will be a file name next to number 1. Write down the exact file name including complete directory name. For example: C:\Documents and settings\Quicken\client.
4. Close Quicken (not just minimize. You need to completely close the program and exit from quicken).
5. Open your Internet Browser and go to http://www.dkllpcpa.com/ .
6. Click on Client Accounts Tab, then select the Green button "Login to Upload/Download New Files".
7. Your login name: (this needs to be pre-setup with our IT department).
8. Click on your company name link
9. Click on File and then Add Files underneath Document Depot heading.
10. Click on Browse and go to a directory identified in step 3. There should be 3 to 5 files with the same name but different extensions. You will need to add every one of these files one by one. After you attach the first two files you will need to click on "Click here if you want to upload more files". When you are done attaching all files then click on Add at the bottom of the screen. This will initiate the transfer. The transfer may take a long time depending on file size and internet connection speed.
11. You will see a message on the screen that the files were successfully uploaded when the download is completed. Click on OK.
12. You can now close the browser window.
13. Let us know if your files are password protected and provide the password if it's different from last year.
14.Let us know what version of Quicken you are using, i.e. Quicken 2010, Quicken 2011, etc.
15.Send us a follow up e-mail to let us know that you e-mailed us the Quicken data. Sometimes file attachments don't go through the Internet Provider's server for various technical reasons. You would be thinking that you sent us your e-mail but I never have a way of knowing that you sent it to us.