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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, QuickBooks Training, QuickBooks Enterprise, Intuit QuickBooks, QuickBooks Tips, Learn QuickBooks, QuickBooks How-To, QuickBooks Upgrades

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, QuickBooks How-To

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 Setup, QuickBook Training, QuickBooks Settings, Preferences, QuickBooks How-To