Tag: Company File

Use the Open Window List in QuickBooks

| November 22, 2011 | 7 Comments

QuickBooks has a huge number of options and features, so many that it is hard for anyone to know all of the ways that it can be used. When I help someone with QuickBooks, either on site or through an online support session, one of the first things that I show people is how to […]

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QuickBooks 2012

| September 20, 2011 | 27 Comments

QuickBooks 2012 is coming out this month, is it a good update? The short answer is “yes”, but with my usual cautionary statement of “wait until it matures a bit”. I don’t recommend that you use the “R1” release of QuickBooks in any year – the R1 release is almost like a second stage “beta […]

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QuickBooks 2011 R8 Has Problems

| August 8, 2011 | 9 Comments

You can It has only been out for a few weeks, but it looks like the QuickBooks 2011 R8 update has problems. As it stands now, Intuit has removed this from automatic update status. If you haven’t updated to R8, DO NOT. If you HAVE updated, and aren’t seeing problems, cross your fingers. I’ll note […]

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Problems with QuickBooks 2011 Release R4

| December 18, 2010 | 24 Comments

Oops – just as Intuit is starting to release 2011 R4 to automatic update, it looks like there may be a problem. I can see the problem in my installation, but I’m not sure what the full impact is at this time. I’m recommending that you not update to R4 at this time.

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Problem Restoring QuickBooks Backups–Read Only Files (Quick Tip)

| October 26, 2010 | 26 Comments

When you are restoring a backup copy of a QuickBooks file you often want to restore it in the same place that it existed before. Sometimes QuickBooks will refuse to replace the existing copy – saying that the file is set to read-only. This may be frustrating, but it usually is a simple thing to […]

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QuickBooks 2011: Quick Start Center

| September 27, 2010 | 2 Comments

When you create a new company file with QuickBooks 2011 there is a new QuickBooks Quick Start Center procedure that kicks in after you finish the traditional “interview” or company setup procedure that we are familiar with. This lets you easily create new bank accounts, items and vendors/customers/employees.

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QuickBooks 2011 Quick Startup and Multiple Instances

| September 20, 2010

Two significant changes in QuickBooks 2011 are the Quick Startup feature (which improves the startup speed for QuickBooks) and the Multiple Instances feature (allowing two company files to be open at the same time). I’m recommending that you be cautious with these features until you understand the impact they will have on your use of […]

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QuickBooks 2011 and QuickBooks File Manager

| September 15, 2010

QuickBooks File Manager is a tool that is available in the Accountants Edition of Premier and Enterprise, and can be used to manage multiple client files. It will help open client files in the correct version of QuickBooks, save login and password information, help you upgrade multiple files, and more. If you are an accountant, […]

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QuickBooks 2011: QuickBooks Search

| September 14, 2010 | 18 Comments

We’ve had various “search” features in QuickBooks over the years, but they have either been inadequate, unreliable, difficult to set up or had too much of an impact on system performance. With QuickBooks 2011 we now have a useable and flexible “search” feature that works.

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QuickBooks Support and Training Resources

| September 1, 2010 | 14 Comments

Every year I like to revisit this subject – what kind of resources are available for support and training for QuickBooks? Here is my latest list – many of these are free, but some do have a cost involved. Please add your comments about resources that YOU have found that are helpful.

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