The QuickBooks© Tune Up & Reporting Specialists
QuickBooks includes a variety of keyboard shortcuts to make your use of the program easier and faster. We’ve compiled them into a single sortable and searchable list, shown below. All of these shortcuts are based on QuickBooks for Windows. Here are a few pointers on making the best use of keyboard shortcuts: Our list is [...]
By default, QuickBooks shows the most recent 2 company files you’ve opened in QuickBooks, but this number can be easily changed. The program can display up to 20 companies. The most direct way to change it is to first open a company file, and then click on the Set number of previous companies… on the [...]
Beginning with QuickBooks 2011 and Enterprise Solutions 11.0, accountants and their clients that need to exchange Accountant’s Copy files via Intuit’s secure servers will incur a fee of $9.95 per year. Users can continue to exchange files using email other than QuickBooks Email or using a physical device, such as a USB drive. Users of [...]
The Accountant’s Copy file in QuickBooks is an easy way for a company to transfer data to a third-party, such as an accountant. In an article on our blog, we’ve described how a company can easily transfer an Accountant’s Copy export file (.QBX) to us using Intuit’s secure servers. This file could be delivered via [...]
Sometimes, a client working with an Accountant’s Copy import file (.qby) may encounter a problem when attempting to import an accountant’s changes. In QuickBooks 2009, the import process will successfully import those changes and transactions that can be made, leaving those changes or transactions that produced an error condition. In earlier versions of QuickBooks, processing [...]
To import an accountant’s work prepared in an Accountant’s Copy import file (.QBY), the first step is to receive and save the .QBY file on your computer. Given the small size of most .QBY files, this file is normally transmitted via email. For background, use of an Accountant’s Copy in QuickBooks is an easy way [...]
The approach you use to return completed work to a client depends on which way you opted to work with the Accountant’s Copy export file (.QBX) file at the outset. Intuit does not provide electronic communications to transmit completed work to a client however you chose to work with the file initially. The simplest electronic [...]
QuickBooks is a complex program that processes a lot of data. As data is added to a QuickBooks company file (.qbw), loading and processing times increase. Within the program, slower processing is usually seen when performing tasks that involve the entire company file, such as running utilities or preparing reports. Since QuickBooks is typically used [...]
Sources and targets are important concepts to understand reporting in QuickBooks and use of the Advanced Find function. Sources and targets are terms assigned by Intuit to describe transactions. In most instances, the source of a transaction is the summary or total of the transaction. For example, the source of a check includes the amount [...]
Lists are one of the foundations of QuickBooks, and from time to time they can become out of order. That’s when they need to be resorted. Some common indicators that it’s time to resort your lists include: the list itself is out of order an element is missing new entries in a list appear at [...]
The QBWin.log file is a text file that stores information about selected QuickBooks errors and the results of verifying, rebuilding, cleaning up, or upgrading, or converting a company file. This file is created the first time you: run the Verify Data utility (File->Utilities->Verify Data) run the Rebuild Data utility (File->Utilities->Rebuild Data) run the Clean Up [...]
To access the Tech Help window from within QuickBooks, do the following steps with QuickBooks open: Press F2 to display the Product Information window With the Product Information window displayed, press F3 to open the Tech Help window Here’s a screenshot of the information available from the Tech Help window:
The QBW.INI file is normally located in the default QuickBooks installation directory. That location depends on your QuickBooks version and your version of Microsoft Windows, which are outlined below. To avoid searching for files, the easiest way to locate the QBW.INI file is to open the Tech Help window. With QuickBooks open, open the Tech [...]
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