Our Expert Authors &amp; Reviewers

David Nguyen is a Personal Finance Software Specialist with 8 years of experience troubleshooting Quicken, Mint, and related personal finance applications. He holds a B.S. in Computer Information Systems and served as a Quicken Community Forum moderator for three years, where he resolved over 4,000 user-reported issues ranging from bank connection failures to data file corruption. At OnCallSolve, David writes technical troubleshooting guides that translate confusing error messages into clear, tested fixes. His expertise covers Quicken for Windows, Quicken for Mac, QXF file imports, OFX bank feeds, and the Quicken mobile app. He is based in Seattle, Washington.

Seattle, WA

8 expertise areas

Emily Carter

CPA & Fintech Content Specialist

Emily Carter is a Certified Public Accountant (CPA) and fintech content specialist who bridges the gap between complex accounting concepts and practical software guidance. With 11 years of experience in public accounting and financial consulting, she has worked with hundreds of small and mid-sized businesses to set up, optimize, and troubleshoot QuickBooks systems. Emily earned her CPA license in 2015 and holds a Master of Accountancy from the University of Illinois at Urbana-Champaign. She now focuses on creating in-depth guides for QuickBooks Online, multi-currency setups, advanced reporting, and reconciliation errors. Her work is trusted by CPAs, bookkeepers, and business owners nationwide. She is based in Atlanta, Georgia.

Atlanta, GA

James Whitfield

Small Business Technology Journalist

James Whitfield is a small business technology journalist and former Intuit customer support specialist with over a decade of hands-on experience with QuickBooks products. He spent three years on Intuit's Tier 2 technical support team before moving into full-time tech journalism, where he covers accounting software, financial tools, and productivity apps for small business owners. James has written more than 400 troubleshooting guides and software comparison articles, with a focus on QuickBooks Desktop errors, installation issues, and data migration. He holds a B.A. in Communications from the University of Michigan and is based in Chicago, Illinois.

Chicago, IL

Lisa Pemberton

Personal Finance Writer & Certified Financial Planner

Lisa Pemberton is a Certified Financial Planner with 11 years of experience writing about personal finance software, budgeting strategies, and investment tracking. She holds a CFP designation and a B.A. in Economics from Portland State University. Before becoming a full-time writer, Lisa spent five years as a financial advisor at a boutique wealth management firm, where she used Quicken to help clients track portfolios and manage household budgets. Her step-by-step guides on Quicken setup, bank sync troubleshooting, and retirement planning features have helped over 800,000 readers take control of their finances. Lisa specializes in Quicken for Windows and Mac, covering everything from first-time setup to advanced investment reporting. She is based in Portland, Oregon.

Portland, OR

Maria Santos

Family Finance & Budgeting Expert

Maria Santos is a Family Finance and Budgeting Expert with 13 years of experience helping households use personal finance tools to reduce debt, build savings, and track investments. She is an Accredited Financial Counselor (AFC) and holds a B.S. in Family Financial Planning from the University of Florida. Maria used Quicken extensively as a financial counselor at a nonprofit credit counseling agency, where she helped over 1,200 clients set up budgets, reconcile accounts, and track rental property income. Her guides focus on practical, real-world use of Quicken features including Bill Manager, rental property tracking, and investment portfolio monitoring. She is based in Tampa, Florida.

Tampa, FL

Rachel Torres

Senior Technical Writer

Rachel Torres is a Senior Technical Writer with 9 years of experience covering accounting software, small business finance, and tax technology. She holds a QuickBooks Online ProAdvisor certification and a B.S. in Business Administration from San Diego State University. Before transitioning to full-time writing, Rachel spent four years as a bookkeeper for a mid-sized retail company, where she implemented and trained staff on QuickBooks Desktop. Her guides have been read by over 2 million small business owners, accountants, and bookkeepers. Rachel specializes in translating complex QuickBooks error codes, payroll issues, and sync failures into clear, actionable step-by-step fixes. She is based in Austin, Texas.

Austin, TX

Expert Reviewers

Kevin Marsh

QuickBooks ProAdvisor Level 3

Kevin Marsh is a Certified Public Accountant with 20 years of experience in public accounting and financial systems consulting. He holds a QuickBooks ProAdvisor Level 3 certification — the highest tier offered by Intuit — and has trained more than 300 accountants and business owners on QuickBooks Desktop and Online. Kevin is a partner at Marsh & Associates CPA Group in Denver, Colorado, where he leads the firm's technology advisory practice. He served on Intuit's ProAdvisor Advisory Council from 2018 to 2022 and has been quoted as a QuickBooks authority in Accounting Today and CPA Practice Advisor. Kevin reviews all QuickBooks content on OnCallSolve to ensure technical accuracy, correct step sequencing, and compliance with current Intuit product versions.

Denver, CO

6 expertise areas

Michael Reyes

QuickBooks ProAdvisor

Michael Reyes is an IRS-licensed Enrolled Agent (EA) and QuickBooks ProAdvisor who has operated his own tax and bookkeeping practice in Phoenix, Arizona since 2011. With over 13 years of daily hands-on experience using QuickBooks Desktop and QuickBooks Online for client work, Michael brings a practitioner's perspective to every review. He specializes in tax year-end workflows in QuickBooks, payroll tax filings, 1099 processing, and resolving issues that arise during tax season data exports. Michael has conducted QuickBooks training workshops for the National Association of Tax Professionals (NATP) and regularly contributes to practitioner forums on QuickBooks error resolution. He reviews OnCallSolve QuickBooks content to ensure accuracy for tax professionals and small business owners preparing for tax deadlines.

Phoenix, AZ

6 expertise areas

Patricia Walcott

Former Intuit Quicken Technical Support Lead

Patricia Walcott spent 11 years as a Technical Support Lead at Intuit, specializing in Quicken for Windows and Mac across the Tier 2 and Tier 3 escalation teams. She resolved thousands of high-complexity issues involving data file corruption, bank feed failures, QXF import errors, and installation problems across every major Quicken version from 2012 through 2023. Since leaving Intuit in 2023, Patricia consults independently on Quicken data recovery and migration projects. She reviews OnCallSolve's Quicken troubleshooting guides to verify that fix steps are technically accurate, tested against current Quicken versions, and consistent with how Intuit's own support teams approach the same issues. She is based in Tucson, Arizona.

Tucson, AZ

Robert Sanchez

Registered Investment Advisor & Quicken Portfolio Specialist

Robert Sanchez is a Registered Investment Advisor (RIA) and Certified Financial Planner who has used Quicken Premier as his primary portfolio tracking and client reporting tool for 17 years. He holds a Series 65 license and a B.S. in Finance from the University of Texas at Austin, and manages investment portfolios for over 150 individual clients at his independent advisory practice in Dallas. Robert reviews Quicken content on OnCallSolve with a focus on investment account management, brokerage sync accuracy, capital gains reporting, and retirement planning features. His goal is to ensure every guide reflects how Quicken performs in actual financial planning practice, not just theoretical walkthroughs. He is based in Dallas, Texas.

Dallas, TX

Sandra Hoffmann

Former Intuit Product Manager

Sandra Hoffmann is a senior accounting systems consultant and former Intuit product manager with 15 years of experience building and reviewing QuickBooks-related content, software documentation, and user guides. During her six years at Intuit, Sandra worked directly on the QuickBooks Online product team, overseeing feature rollouts and help center documentation for North America. Since leaving Intuit in 2019, she has run her own consulting practice helping mid-market companies select, implement, and troubleshoot accounting software. Sandra is a Certified Management Accountant (CMA) and holds a B.S. in Finance from Purdue University. She is based in Indianapolis, Indiana. Sandra reviews OnCallSolve content with a focus on product accuracy, updated UI instructions, and alignment with current QuickBooks release notes.

Indianapolis, IN

6 expertise areas

Thomas Ericson

Certified Financial Planner & Quicken Specialist

Thomas Ericson is a Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC) with 22 years of experience in personal financial planning. He has used Quicken as his primary portfolio and budget tracking tool since 2003 and participated in Quicken's beta testing program from 2015 to 2020. Thomas runs Ericson Financial Planning in Minneapolis, where he manages financial plans for over 200 households. He reviews Quicken content on OnCallSolve to ensure that investment tracking steps, retirement planning guidance, and bank reconciliation instructions reflect how Quicken actually behaves in real-world financial planning workflows. He is based in Minneapolis, Minnesota.

Minneapolis, MN