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3 posts from July 2011

QuickBooks and Windows Small Business Server 2011 - Do They Play Nicely Together?

How does the saying go?

Technology marches on, and we stagger along with it...

In this case, there is a new Windows Small Business Server 2011 software that has recently been released.

A closer look at the "tech specs" for this new software show that it actually has Windows Server 2008 (R2) as the core of the bundle.

And according to the tech specs from the QuickBooks web site, they indicate that QuickBooks will work with Windows Server 2008.

So, if I connect the dots correctly, QuickBooks (2010 and newer only) should work just fine in a Windows Small Business Server 2011 environment. I guess time will tell about that.

Do you have any stories to share about your experiences with Windows Small Business Server 2011? Please share them in the comments box below - thanks!



QuickBooks Online - Sorting Out the Supported Browsers

If you are using QuickBooks Online, this blog post from the QuickBooks Online group about their software and the various browsers is a must read for you.

Before you forge ahead and automatically upgrade or change browsers based on their recommendations, be sure to read through the growing number of comments at the bottom of the blog post. There you will see some feedback and real-life experiences of those who did just that.

Since I don't work much with the Online version in my practice and focus on the Pro, Premier and Enterprise Editions of QuickBooks, I welcome your feedback on how the Online edition is working out for your business. Post your thoughts in the comment box below.



What is the Preferred Send Method Box in QuickBooks?

The customer and job file in QuickBooks has a helpful field that you may not have noticed.

Found on the "Additional Info" tab of any customer or job in QuickBooks, you will see the "Preferred Send Method" box as shown in the screen shot below (click the image to enlarge it):

Preferred Send Box

Within this box, you will find the following options:

  • Mail
  • E-mail
  • None

You can use the options to keep track of how your customers want to receive documents from you.


So you've saved your e-mail or print preferences for your customers and jobs.

Wouldn't it be nice if that information automatically pulled forward when you were creating a quote, sales order or invoice in QuickBooks? (i.e. down in the lower left hand corner where it says "to be printed" or "to be e-mailed" or some other notification method?)

Based on my testing, that functionality doesn't exist in any version of QuickBooks. If it does, I'm not yet seeing it.

  • For something to show up as "to be printed", the prior transaction must have been saved with this box checked. So something showing as "to be printed" is not a function of the preferred send setting for that customer, but rather, a setting based on the prior transaction.
  • For something to show up as "to be e-mailed", you need to have a subscription to QuickBooks Billing Solutions in order for that to work (I verified this using my subscription to the service). Without it, even if you have e-mail marked as the preferred send method on a customer account, the box will not automatically be checked.


Maybe the connection will be made in QuickBooks 2012 to allow you to fully take advantage of the preferred send method box.

If your results with this using this field have produced a different outcome, please share them in the comment box below. I would like to know what you have found with it!