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4 posts from February 2015

Skip the Installation CD - Download the QuickBooks Program Installer Any Time

Ready to repurpose your QuickBooks installation CD as a fancy coaster for your favorite beverage?

You really don't need the CD any longer (unless you are still using a version of QuickBooks prior to 2006)

You can download the QuickBooks installation software directly from the QuickBooks support site - once you are there, just click on "Downloads and Updates", select your version and begin the process. As of this writing, you can still obtain versions as far back as 2006 from the support site.


It is essential that you have both the license number and the product number that came with your purchase of QuickBooks. It is those two numbers that are critical to the installation. So be sure to store those in one or more locations for easy reference. Without them, your installation (or reinstallation if that is the case) will not be successful.

Your best plan of action is to simply download the installation file from the support site and then burn it to a disc or store it anywhere you like for safekeeping. That way, in case Intuit changes their mind about making this information available, you'll still have a copy of it handy.


If you find the need to reinstall your QuickBooks for any reason and don't have either of these numbers, your ONLY solution is to contact the folks at QuickBooks.

This is NOT something I can help you with...sorry.



Changing Software in Your Business? Required Reading Before You Do

Contemplating a change in the software your business uses, whether it be accounting, CRM, or any other package?

Converting - Past to Future Graphic - July 2014Before you get too deep in the process, you will want to dig into this article from Adam Bluemner, the managing editor at Find Accounting Software.

Titled "30 Ways to Ask Software Providers the Questions You Really Meant to Ask", Adam takes a very refreshing look at commonly asked questions and repackages them into questions that are much, much more helpful to you in your evaluations.

Well done Adam!


If you have gone through a software change and knowing what you do now, what questions would you add to this list?

Look forward to your thoughts...



QuickBooks 2012 Alert: Support Ends May 31, 2015

Use any of the following versions of QuickBooks 2012?

  • Pro
  • Premier
  • Enterprise
  • Accountant
  • Mac
  • POS

If so, be aware that Intuit will discontinue support for this version as of May 31, 2015.


Once the calendar reaches June 1, 2015, your QuickBooks software itself does not stop working as a result of this.

However, some very critical things within the software will stop working. Functions such as:

  • Payroll
  • Ability to e-mail invoices and other forms
  • Credit card processing
  • Other activities

Be sure and review the QuickBooks support site article that discusses their "service discontinuation policy" so you will have a full understanding of what does and does not happen at this time.


If you are NOT impacted by any of the activities discussed above that stop working as of May 31st, you can continue to use your version of QuickBooks as you have been.

If you ARE impacted by this policy, you will want to upgrade to QuickBooks 2015 on or before May 31, 2015 to avoid any disruptions or problems with your accounting system.

Of course, if you are using a version of QuickBooks older than 2012, the support for it stopped a while ago.




QuickBooks Desktop vs. QuickBooks Online - Which is Better for Your Business?

This question is coming up a lot in conversations about QuickBooks right now.

If you didn't know better, you'd think QuickBooks Online (QBO) was the only edition available these days and that the desktop versions had been retired.

Go ahead and see for yourself...

Visit the home page of the QuickBooks web site and you'll see what I mean - the references to the desktop versions of QuickBooks (Pro, Premier, and Enterprise) are buried in the lower left hand corner and also buried in the "all products" link at the top of the page. You really have to look for them on the site.


Many of the businesses I consult with use QuickBooks Enterprise, so they are too big to use QBO.

However, I regularly talk with small businesses like yours and gather their insights on "all things QuickBooks".

When it comes to the question of which version is better, I'd like to share some feedback that I'm hearing on a regular basis...

I'm hearing these two common threads:

  • There are businesses that have previously used the desktop version of QuickBooks and decided to move to the Online edition
  • There are businesses that have had no experience with the desktop versions and have gone directly into the Online edition

First, those businesses that have had no experience with the desktop versions and went directly to QBO...

  • They enjoy the 24/7 availability of QBO
  • They enjoy the fact that there is no upgrading/updating needed
  • They appreciate the AppCenter and mobile capabilities of QBO
  • For some of them, they discover the functionality of QBO is a good fit for their needs
  • For others, they come to the conclusion that QBO is not robust enough for their needs and they begin looking at QuickBooks desktop or other alternatives

And now, for those businesses that have had some experience with QuickBooks desktop and then decided to move to QBO...

  • I am hearing that very few of them were glad they made the switch
  • By far, the majority of comments I am hearing from these folks center around the following:
    • How quickly can I convert back to QuickBooks desktop?
    • QBO just doesn't meet the needs of our business when compared to the functionality found in the desktop versions
    • Other words and comments that can't be printed in this family-friendly blog post!


I get it. Intuit is directing a significant portion of their development resources toward QBO and the ecosystem built around that. They have publicly stated as much at various conferences.

Are they leaving the desktop users behind?

For now, Intuit says no - they are still developing the desktop products and providing support to them. And they pledge to do so in months ahead.

As I have watched the desktop vs. QBO story unfold over the last few years, it looks to me like that the desktop will indeed be left behind at some point in the future. Whether that is three years or ten years from now, the writing is on the wall.

A small sign of this pending change - Intuit is now giving priority to ProAdvisors that are certified in QBO over those that are certified with the desktop versions. Coincidence? I don't think so. Another much larger sign of this change - the fact I mentioned above that you have to look really, really hard to find a mention of the desktop versions. Coincidence? I don't think so.


A couple of thoughts to share with you on this topic...


In the event you currently use the desktop version of QuickBooks and are considering a move to QBO - be absolutely certain to take a test drive of QuickBooks Online (QBO) to ensure form, fit and functionality for your needs BEFORE making any switch. You will be very glad you did.




Care to share your thoughts on this debate? Feel free to drop your comments in the box below (or click here to visit the live blog page)