ebs Associates Blog

How to Improve QuickBooks Performance

Posted by Lee Booth on Jul 19, 2018

If you are seeing slowness when using QuickBooks, there can be a variety of causes and solutions. Evaluating performance issues and what to do about them involves determining your best balance point between following one or more possible paths:

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Topics: QuickBooks Upgrades, QuickBooks Software, QuickBooks Pro, QuickBooks Enterprise, QuickBooks Premier, QuickBooks Desktop, QuickBooks Training or How To, QuickBooks Company File

QuickBooks Custom Reporting Part 2: Putting it all together

Posted by Jakob Mann on Jul 18, 2018

Welcome to part two of our post on custom reports training. If you haven’t read part one first, I’d recommend checking it out for an overview or refresher on the screens we’ll be going over in this post. 

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Topics: Customer Relationship Management, Small Business Accounting, QuickBooks Software, QuickBooks Enterprise, Customize Form Templates, QuickBooks Reporting, QuickBooks Training or How To, QuickBooks Company File

Backing Up Your QuickBooks Data, And What Is A TLG File?

Posted by Lee Booth on Nov 13, 2017

Making regular backups of your QuickBooks company file and related files is very important. Preparing a backup plan and making sure it is being followed regularly is essential for protecting your valuable data.

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Topics: QuickBooks Add-ons & Extensions, QuickBooks Software, QuickBooks Pro, QuickBooks Enterprise, QuickBooks Premier, QuickBooks Desktop, Cloud Hosting, QuickBooks Company File

How to Prepare For A Computer Crash

Posted by Denise Loter-Koch on Jun 15, 2017

It’s a fear that everyone has that works with QuickBooks.  What do I do if my computer crashes?  All your company’s information, financials, customer information, and product information is contained in your company file and losing that could be very detrimental to a company.  Fortunately, there are safeguards you can take to prepare for a worst-case scenario. 

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Topics: QuickBooks Software, QuickBooks Training or How To, Cloud Hosting, QuickBooks Company File, Small Business Ideas

How to Keep Your QuickBooks Data Safe

Posted by Denise Loter-Koch on Jun 5, 2017

You work hard to make sure your QuickBooks data is accurate. Make sure it’s safe, too.

Your QuickBooks company file contains some of the most sensitive information on your computer. You may have your customers’ credit card numbers and employees’ Social Security numbers saved inside. An intruder who captured all that data could create tremendous problems for you and a lot of other people.

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Topics: Customer Relationship Management, QuickBooks Upgrades, QuickBooks Desktop, Payroll Setup, Cloud Hosting, Vendor Management, QuickBooks Company File, Cyber Security Awareness, Small Business Ideas

How to Safely and Properly Prepare to Upgrade Your Company File

Posted by Denise Loter-Koch on May 25, 2017

With QuickBooks 14 (Pro/Premier/Enterprise) being discontinued at the end of this month you might be wondering how you safely prepare to upgrade your company file to the newest product year.  Do you just upgrade with no preparation?  Are you able to upgrade while people are working in the file?  Does it happen automatically?  These are all questions that need to be addressed.

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Topics: QuickBooks Upgrades, QuickBooks Software, QuickBooks Pro, QuickBooks Enterprise, QuickBooks Premier, QuickBooks Desktop, QuickBooks Company File

5 Reasons to Upgrade to QuickBooks Enterprise

Posted by Denise Loter-Koch on May 22, 2017

Making the decision to upgrade to QuickBooks Enterprise from either QuickBooks Pro/Premier, or another third party program is one that is not made lightly.  There are many factors to consider ranging from the financial investment, to features and integrations with other software, and even how much information can be stored in the company files.  Here we will go over five reasons you should take into consideration before moving ahead with upgrading.

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Topics: QuickBooks Warehouse Inventory Management, QuickBooks Upgrades, QuickBooks Software, QuickBooks Pro, QuickBooks Enterprise, QuickBooks Premier, QuickBooks Company File

Can I change my invoice template in QB from Portrait to Landscape?

Posted by Aubrey Leahy on Feb 8, 2017

Hello Everyone.

I love my job because I get new inquiries daily that make me think.

Question of today:

“Can I change my invoice template in QB from Portrait to Landscape?”

I haven’t had this question before!  

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Topics: QuickBooks Software, QuickBooks Pro, QuickBooks Enterprise, QuickBooks Premier, Customize Form Templates, QuickBooks Invoices, QuickBooks Desktop, QuickBooks Company File

Establishing Preferences in QuickBooks

Posted by Denise Loter-Koch on Feb 1, 2017

Before you start entering data, make sure QuickBooks is set up appropriately for your company.

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Topics: QuickBooks Settings, Small Business Accounting, QuickBooks Software, QuickBooks Desktop, QuickBooks Training or How To, QuickBooks Company File

Setting Up User Access in QuickBooks

Posted by Kaleb Vickstrom on Sep 14, 2016

Will multiple employees be working with your QuickBooks company file? You’ll need to define their permission levels.

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Topics: Small Business Accounting, QuickBooks Software, QuickBooks Enterprise, QuickBooks Premier, QuickBooks Desktop, QuickBooks Company File, QuickBooks Import and Export

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