Has QuickBooks got you scratching your head in frustration? Relax, we can help you with that!
Most of the frustrations people encounter when using QuickBooks are not related to the software application itself. Rather, their questions are related to accounting concepts, data organization and uncertainty of objectives issues. Just buying QuickBooks, or any accounting application for that matter, is not sufficient. You still need to have a good working knowledge of accounting structure and principles. That's where we can help you
Les Bahr, CPA
Certified through 2010 versions
If you are struggling with QuickBooks and need someone to help you, these are your options:
QuickBooks support by phone: You can contact us at 610-366-1400
QuickBooks support by email: Just click on this link to complete a request for service.
QuickBooks by remote support: Many times we can resolve problems you may be experiencing by logging in to your computer without even leaving our office to travel to your location. This is a simple process that only takes a few minutes to setup. But, it allows us to remotely control your screen and you can watch this interactive session as you sit in your office.
Personal QuickBooks support by coming on site to your business: If your support needs are more extensive and complicated, this will often be the best solution.
When you contact our office, we can make an assessment as to the best support option based upon your circumstance.
As the old cliche' says: An ounce of prevention is worth a pound of cure
So, here is a checklist of "Best Practices" things you should be doing to manage your data files:
- Limit access to the QuickBooks date file to only those users with a specific need, as determined by job descriptions. Create user profiles and passwords.
- Backup the data file on a daily basis as store those backup in a secure, off-site storage facility. For many users, utilizing QuickBooks Online Backup service is a cost effective means of implementing this practice.
- Ensure that the overall information technology environment is adequately secured and protected from unauthorized access.
- Install a commerical grade firewall and monitor both in-bound and out-bound traffic.
- Install anti-virus, anti-spyware software and ensure that virus signatures are updated frequently.
- Routinely download and install operating system, desktop application, and QuickBooks updates, security patches and service packs.
- Protect computer hardware with surge protection devices and uninterruptible power supplies to minimize the chances of hardware damage and data file corruption in event of an unstable power supply or lightning strike.
- Periodically run the QuickBooks Verify Data process to ensure that the date file is free of corruption.
- From time to time, utilize QuickBooks Clean Up Company Data process to remove unnecessary transactions from the data file and place them in an archive copy of the company's date file (which of course you should store off site)
Ever wonder what all those different QuickBooks file extensions mean? Here is a table to explain them.
||Intuit Interchange Format file
||You can import and export list and/or transactions using text files with an .IIF extension.
||QuickBooks Network Data file
||A configuration file that allows access to the QuickBooks company file. Do not delete this configuration file.
||Accountant's Copy working file
||When a client exports QuickBooks data for the accountant to review, the accountant restores the export file on his or her computer as a file with a .QBA extension
||Transaction log file (for Accountant's Copy)
||When you backup an Accountant's Copy, QuickBooks starts a log of transactions that you've entered since the last time you backed up. In case of accidental loss of data, Intuit Technical Support can use your most recent backup in conjunction with the transaction log file to recover your data.
||QuickBooks backup file
When you back up a company file, QuickBooks saves the backup file with a .QBB extension. To open a .QBB file, go to the File menu and click Restore. Double-clicking the file and choosing Open from the File menu will not restore or open a backup backup file.
||QuickBooks portable company file
||When you want to e-mail or move a company file, QuickBooks creates a compressed version of the company file with a .QBM extension.
||QuickBooks for Windows company file
||When you create a company file, QuickBooks saves the file with a .QBW extension. Fore example, if you enter MyBusiness as a the company name, QuickBooks saves the file as MyBusiness.QBW.
||Transaction log file for QuickBooks company file
||When you back up a company file, QuickBooks starts a log of transactions that you've entered since the last time you backed up. In case of accidental loss of data, Intuit Technical Support can use the most recent backup in conjunction with the transaction log file to recover your data.
||Accountant's Copy export file
||When you export QuickBooks data for the accountant to review, QuickBooks creates an Accountant's Copy with a .QBX extension.
||Accountant's Copy import file
||When the accountant finishes making changes in the Accountants's Copy, they provide the client with a .QBY file to be imported into his or her company file.