Prevent QuickBooks Data Corruption

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  Best Practices for a healthy QuickBooks file The recommendations below are slanted towards QuickBooks for Windows desktop version, but many of these suggestions also apply to QuickBooks for Mac desktop.  This article does not apply to QuickBooks Online Invest in your hardware – Your QB file is probably the lifeblood of your business.  Don’t try […]

QBO’s video

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QBO’s for Accountants Here’s fun video I helped make for Scaling New Heights conference 2015.  Its obviously a tongue-in-cheek ad for a special accountant’s cereal mimicking Cheerios.  Intuit passed out mini boxes of QB-Os to all the accountants at the conference It goes great with QuickBooks Online Accountant, with special ingredients to help save you […]

QBO for Mac App

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QuickBooks Online App for Mac Intuit came to my office to discuss the QuickBooks Online App for Mac.  Click here to download if you aren’t using it!

QuickBooks Backups – Best Practices

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Note:  a version of this article originally appeared in Cloud9’s Blog Best practices in maintaining a healthy QuickBooks file on  dictates performing a manual QuickBooks  Backup on a regular basis. You may think you don’t need to backup QuickBooks since your server is backed up every night.  Wrong!  Not using the internal QuickBooks Backup process can lead to […]

Budget issue in QuickBooks Mac 2012

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Profit and Loss Budget Overview is incorrect when Fiscal Year is not equal to Calendar Year  There have been a lot of users affected by a peculiar bug in QuickBooks for Mac 2012, if they were on a non-calendar fiscal year.  Intuit released an update today that should correct this. The issue: After creating a […]

The 3 R’s

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No not Reading, ‘Riting, ‘Rithmetic.  These are the 3 R’s of Mac file maintenance: REBUILD, RESORT, REOPEN When are these necessary? As part of monthly maintenance, along with Verifying the file and checking your backup When you are upgrading a file, both before and after When Roundtripping a file to QB for Windows, both before […]

Parallels and Windows 8

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If you have a Parallels Window 7 virtual machine running on your Mac, Parallels suggests waiting for a while to upgrade to Windows 8; Critical and Urgent Windows 8 Service Advisory  Excited about Windows 8? So are we! Below is critically important information to help you successfully enjoy Windows 8 on your Mac. Please read this […]

What’s New in QuickBooks for Mac 2013

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QuickBooks for Mac 2013 is available to the public today, and it is really full of substantial improvements and exciting new features.  I’m much more excited about the changes to this version than I am about the improvements in the Windows version, especially at the Pro and Premier level.  Below are highlights of the new […]

Finding the QuickBooks Log in QB for Mac

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Even many ProAdvisors don’t know that the Mac version of QB includes a Data Verification and rebuild utiity that works in the same way as the Windows version.  However, finding the QuickBooks log file, if the verification and rebuild doesn’t work is difficult.  It is stored in the USer level Library/Logs folder, but starting with […]

QuickBooks for Mac and Mountain Lion

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I’ve installed Mountain Lion (ML) on my test computer and have been playing with different versions of QuickBooks for Mac as I have free time.  Here’s a list of what does and doesn’t work at present – to be updated as I get more info.  Note that the issue with the keychain has been addressed […]