Millions of small businesses use QuickBooks for their accounting. QuickBooks has evolved from only a desktop program to choosing their monthly SAAS on-line version along with apps for any device. I used it years ago, but discovered my business really didn’t need that robust of a program. I didn’t enjoy being forced to upgrade every other year either! In this article, I’ll be sharing QuickBooks start-up lessons learned.
There are QB experts aplenty out there and QB has a self-serve customer service on-line that is quite good. There’s a great QuickBooks community where you can search out your particular problem and probably find the answer.
There is free phone support 6 days a week. The desktop support is located in the Philippines and the online support is U.S. based. In my brief experience I found that the wait time for desktop support is much longer than for online. Calling on a Saturday was a short wait time. (No one wants to call then – right!)
QuickBooks Start-up Lessons Learned
1. QuickBooks recommends that you do not attempt to export a QB file from online, convert it and upload to a different online account. (More below.)
2. But if you do decide to export a file from QB online to another online account, it first must be exported to QB Desktop and converted before uploading to the new online account. I believe you only have 10 days to get this file converted after the export and download.
3. You can get the latest QB version on a 30-day free trial – no credit card needed.
4. When you first start-up this QB trial version, you may be presented (as I was), with a blank screen only 1 or 2 options that get you nowhere.
5. If your QB starts to a blank screen, you may need to do a registry fix (details below).
6. If management of a company file needs to change hands, the thing to do is have the current Master Administrator send an email to the new person from within QuickBooks online to do this. The ‘power’ doesn’t transfer over until the new person accepts the Master Admin role by logging in. Read More →