QuickBooks is a crucial tool for businesses. It helps organizations manage their money, pay their employees, and pay their bills.

But QuickBooks is also a fairly complex application. This complexity means that QuickBooks is prone to having problems. I do a lot of work on QuickBooks and have gathered some of the common issues I deal with almost daily. These tips may help you solve those issues before you lose your hair or your money. Note: This article is also available as a. 1: Updating the data file fails This can be very tricky.

When you are upgrading QuickBooks from one version to the next, sometimes the earlier version's data file can't be read by the newer version. Because of this, the data file must be updated. Usually this will happen during the installation process and will require you make a backup first. However, to avoid any issues with the data file, make sure you run a verification on that file before you uninstall the old version or install the new version. Better yet, install the new version side by side with the old version so you will always have a fallback.

2: Rebuilding the data file fails. Sometimes, that verified data still will not upgrade to the newer version. In this case, you will have to go back to the older version and do a rebuild of your data. For some users, this is an easy task.

Based on U.S. QuickBooks Online customer transaction data categorized from Jan-Apr 2016. QuickBooks Self-Employed customers are not included. QuickBooks Online works on your PC, Mac, tablets, and phones.

But when dealing with the file that holds the keys to the company's financial kingdom, others will hesitate. If you do find yourself in a situation where you have to rebuild the data, do it in this order: Back up your data file, verify your data file, rebuild your data file. If the rebuild simply won't work, you might want to make sure that data file is located on the local machine.

QuickBooks is insistent that the data file be located on the C: drive. That means even if your data file is on the Q: drive (and that Q drive is on the local machine but shared, so QuickBooks THINKS it's on a different drive), QuickBooks could have an issue with the rebuild. So before the rebuild, copy the data file to the C: drive, do the rebuild, and move the data file back where you need it.

3: You lose the connection to the data file. This is probably the most common issue, as well as the most challenging to troubleshoot. QuickBooks is finicky about the network connection to the data file. If there is the slightest hiccup in the network, your connection can be lost. If you're sure QuickBooks is set up correctly, you might want to use the to help you figure out what's going wrong. Also, make sure your firewall and your antivirus are allowing the connection through. 4: The reinstall fails If you need to reinstall QuickBooks, there is a little something you might not hear about from Intuit: The clean uninstall.

Before you do your reinstall, go ahead and uninstall using the standard Windows uninstall methods — but then go back and delete the C: Program Files Intuit QuickBooksXXX directory (where XXX is the release number), as well as the C: Windows Users Documents And Settings Program Data Intuit QuickBooksXXX directories (again, where XXX is the release number). As with any time you are dealing with QuickBooks, BACK UP YOUR DATA FIRST! 5: QuickBooks run slowly in multi-user mode This one is tricky because there can be a number of issues (as with any slowdown). If you have ruled out hardware, you might be facing issues in your data file. The fastest route to solving this is to use the Clean Up Company Data tool found in File Utilities. If this doesn't give you much of a speed boost, you can always turn off the Audit Trail feature. 6: QuickBooks client machine can't locate the data file on the server The first thing to do here is to make sure that the Server Manager is installed on the server machine and that it's running.

Keyboard shortcut for print screen mac keyboard in windows. If that doesn't work, map the drive to the server from the client and try to connect that way. Most likely, if you can see the server from the client, the issue is that the Server Manager is not running. 7: You can't find the licensing information If you've lost your documentation and can't find your license/product numbers, you can always locate them by hitting either [F2] or [Ctrl]1 when QuickBooks is open (and you're logged into your data file).

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