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QuickBooks: Purchase Orders, Estimates and Sales Orders Don't Post to Accounting

3 Ways to Help Avoid an Oh-$H#% Moment with QuickBooks

Unfortunately, there is no way to avoid it - QuickBooks has bad days, just like people do sometimes.

Frustrated Computer User on PhonelTo minimize the chances that QuickBooks is going to develop a bad attitude and cause you to have a bad day as well, take these three steps to help avoid an Oh-$H#% moment with your QuickBooks:

  1. Make doubly sure your QuickBooks is being backed up EVERY DAY that you work on it AND that the backup process is working properly. I can't tell you how many businesses I have visited over the last fifteen years that "thought" their backup was working, but alas, it was not.

    Need a reliable backup service? Download and install Carbonite. It will be the best $59 investment you'll ever make.

  2. If your QuickBooks data is being stored on a server, make sure the person responsible for the backup of the server downloads and reads "insider tip #3" from my QuickBooks backup guide. If this step is NOT done, it is very likely your QuickBooks performance will suffer (or may already be suffering a lot!)

  3. Download and install the latest patches/fixes to all installed copies of your QuickBooks - yes, that includes the server too! When QuickBooks presents what I like to call these "nag messages" (as shown below), you'll want to proceed with the installation:

Update Notice for QB
Keep in mind that the installation of these patches will tie up your computer for 5-15 minutes or so. However, it will be time well spent to ensure that your QuickBooks is up-to-date with the latest bug fixes and patches.

YOUR TIPS TO AVOID A QUICKBOOKS MELTDOWN?

Let us know what your favorite tip is to minimize the chances of QuickBooks giving you grief. Just drop your comments in the box below - thanks!

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