IN THIS CHAPTER

Getting help

Visiting Intuit’s and other vendors’ product-support websites

Tapping into Intuit’s product-support system

Browsing the de facto QuickBooks newsgroup

Knowing what to do when all else fails

After writing about QuickBooks for more than 25 years, I’ve had a revelation of sorts: People want not only specific, step-by-step information about how to use the program, but also troubleshooting advice. They want techniques and tactics that they can use to solve the inevitable problems that they encounter while using QuickBooks in real-life settings. What follows is my list of the best troubleshooting techniques.

Using the QuickBooks Help File and This Book

I know what you may be thinking: You have some problem that you can’t solve by using Help, and it’s either a bug or some glaring error in the QuickBooks documentation. You’ve looked through this book, of course, but it says nothing — absolutely nothing — about your question. In fact, upon further reflection, you may be thinking that you’ve encountered some problem that you can’t possibly solve by consulting the QuickBooks Help file or this book.

Maybe you’re right.

But in my experience (gleaned from talking with people who have problems), about half the time, the problem is lack of knowledge about QuickBooks. These users may simply be experiencing a mechanical problem. They can’t make the program work because they haven’t used QuickBooks enough to figure out the problem. Therefore, the right way to solve this sort of problem is to find out more about QuickBooks and try again. If you’re having problems printing a report, for example, just finding out more about both printing and reports may enable you to solve the problem.

In most cases, you should be able to find the information in this book by using the index or the table of contents.

Also, you usually can find the information (perhaps in a slightly less-friendly form) in the QuickBooks Help file. To find information in the QuickBooks Help file, choose Help  ⇒  QuickBooks Desktop Help to display the QuickBooks Help window, as shown in Figure 3-1.

Enter the word or phrase that you want to look up in the Search box at the top of the window and then click the button that looks like a magnifying glass. QuickBooks displays a list of clickable links that may help you with whatever problem you’re having. Figure 3-2 shows results for a search for help related to the issue of working in a multiple-currencies situation.

Browsing Intuit’s Product-Support Website

Another really good resource for troubleshooting is Intuit’s product-support website for QuickBooks. This website (see Figure 3-3), which you can visit by entering https://quickbooks.intuit.com/learn-support in your web browser or by choosing the Help  ⇒  Ask Intuit command within QuickBooks, is a rich database of troubleshooting information. Include “QuickBooks Desktop” in your search query to avoid articles about QuickBooks Online.

To use the site, choose QuickBooks Desktop from the Topics drop-down list (or select any other QuickBooks product you need help with). Then type your question or keywords in the Search box and press Enter or Return. The product-support website displays a list of troubleshooting articles that may help solve your problem (see Figure 3-4).

Checking Another Vendor’s Product-Support Website

Keep in mind that your problem may not be a problem with QuickBooks at all, but a problem with your computer and its hardware or with Microsoft Windows. The Microsoft product-support website, which is phenomenally rich in information, is available at https://support.microsoft.com.

If your problem stems from the hardware or the operating system, you can consult the hardware or software maker’s product-support website for troubleshooting information. Usually, you can find the hardware maker’s product-support website easily by using a good internet search engine. To locate Dell Computer’s product-support website, for example, type something like HP Computer product support in a search engine such as https://google.com. When the search engine searches on that phrase, it almost inevitably finds the URL (the address) of the vendor’s product-support web page.

You can find troubleshooting information about Intuit products at the Microsoft product-support website. If the solutions that the site offers aren’t very reassuring, at least you can find out whether other users have experienced the same problem. Microsoft may simply suggest that you contact the vendor (Intuit, in this case) or that you upgrade to a newer version of the QuickBooks software. Often, however, it’s useful simply to know that the problem you’ve encountered is a real problem that Microsoft has logged into its product-support Knowledge Base and described in some technical detail.

Tapping into Intuit’s Online and Expert Communities

In addition to the option of using the Intuit product-support website, you can get direct product support in at least two other ways:

• Online community: Visit https://quickbooks.intuit.com/learn-support, and select one of the options from the Community menu to connect with a huge group of usually friendly QuickBooks users. If you sign into the website with your QuickBooks sign-on credentials — the same ones you use to register — you can not only view other questions and answers, but also ask your own questions. (After you’ve used QuickBooks for a while, maybe you can even answer some other users’ questions!)
• Professional adviser: You can contact a QuickBooks professional adviser via the QuickBooks website. In a nutshell, QuickBooks professional advisers are people (often, accountants and consultants) who signed up with Intuit to get copies of the QuickBooks software at a discount price, a listing on the QuickBooks product-support website, and access to special training. (Some of these people also take a test and pay extra money to be listed as certified advisers.) You pay these professional advisers their usual consulting fees, but let me suggest that this support option can be very useful when your problem isn’t so much a technical problem with QuickBooks as it is a problem with how to use QuickBooks to solve some accounting issue. Some advisers only support QuickBooks Online, so make sure you find one that supports QuickBooks Desktop. To contact a QuickBooks professional adviser, visit https://quickbooks.intuit.com/find-an-accountant.

When All Else Fails …

If you try at least a few of the preceding troubleshooting tactics and can’t get an answer, I have one other suggestion: Bite the bullet, call your CPA, and get them to help you through the rough patches.

I know. You’re going to pay $250 an hour or whatever. But here’s the deal: Your accounting system is an essential business tool. It must work smoothly and correctly to produce the information you need to operate your business successfully. Paying for an hour or two of expert, onsite, personalized accounting expertise can be a great investment.

And what if your accountant doesn’t or can’t provide this sort of assistance? Well, shoot, I think you should find somebody who does and can.