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Resources

Guides, checklists and answers

Free help for QuickBooks users, in one place.

FAQ

Frequently asked questions

Which QuickBooks versions do you help with?

QuickBooks Desktop, QuickBooks Enterprise and QuickBooks Online.

What is multi-user setup?

It lets several people work in the same company file at the same time. One computer or server holds the file and each workstation connects to it. We set up the host, the network access and each workstation, then test it with you.

What is Software Users Setup?

We add each person as their own user, set the areas they can use and what they can change, and write down the access list for your records.

Do you sell QuickBooks?

We help with setup and support. QuickBooks licences and subscriptions are bought from Intuit or an authorised seller, and their price is not part of our fee. We are independent and not part of Intuit.

How does a remote session work?

You choose to start it, you can watch everything we do, and you can end it at any time. We tell you in advance what we need access to.

Will you need my passwords?

For setup work we may need an admin login. Never share bank logins, card numbers or Social Security numbers with us. Change any temporary password after the session.

Do you back up my file first?

Yes. Before we change a company file we ask you to back it up, or we help you make a backup, and we confirm it before we start.

Can you help with Enterprise hosting?

We help you plan and set up hosted access with a hosting provider, connect your users and test it with you. Hosting fees are charged by the provider.

How are your fees charged?

Single fixes are quoted per session. Setup projects are quoted as a fixed fee. Ongoing support is a monthly fee. The method is always confirmed in writing before work starts.

Can I cancel or get a refund?

Yes, within the limits set out in our Refund Policy & Terms page. Fees are always quoted in writing first.

Can I ask for several services at once?

Yes. On the Services page, press Add to enquiry on each service you want. They are carried to the contact form so you only write one message.

What if my problem is bookkeeping or taxes?

We do not provide bookkeeping, accounting or tax services. We help with the QuickBooks side only, such as setup, users and reports, and we will say so if your question needs an accountant.

Checklists

Follow along, step by step

Tick items as you go. Your ticks are kept in this browser only. Use Print page in the footer for a paper copy.

Before you contact us

0 of 6 done

Multi-user setup

0 of 7 done

Adding a new user

0 of 7 done

Weekly file care

0 of 6 done

Desktop to Online

0 of 7 done
Self-check

How healthy is your QuickBooks?

Tick everything that is true today.

Quick tips

Twelve habits that prevent problems

1

Back up before every big change.

2

Test a restore at least once.

3

Give every person their own login.

4

Keep admin access to as few people as possible.

5

Install updates when nobody is working in the file.

6

Keep the company file on the host computer or server, not in a cloud-sync folder.

7

Close QuickBooks on all workstations before moving or copying the file.

8

Write down your QuickBooks version and year.

9

Keep the text or a screenshot of any error.

10

Remove users when people leave.

11

Keep a short note of settings you change.

12

Ask for help early, before small problems grow.

Avoid these

Eight common QuickBooks mistakes

01

Everyone shares one login

02

Never testing a backup

03

Keeping the only backup on the same computer

04

Giving admin rights to everyone

05

Letting several people open the same file without multi-user setup

06

Updating QuickBooks while others are working in the file

07

Storing the company file in a cloud-sync folder

08

Ignoring an error message that keeps coming back

Glossary

QuickBooks terms in plain English

TermMeaning
Company file (.QBW)The file that holds all of your QuickBooks data.
Backup file (.QBB)A compressed copy of your company file that you can restore from.
Portable company file (.QBM)A smaller file used to move data, for example to another computer.
Multi-user modeSeveral people working in the same company file at the same time.
Host computerThe computer or server that stores the company file for multi-user use.
WorkstationAny other computer that connects to the host's company file.
Database Server ManagerA QuickBooks tool on the host that lets workstations open the shared file.
AdminThe user who can change settings and manage other users.
RoleA set of permissions you give a user, such as sales or purchasing.
EnterpriseThe QuickBooks Desktop line made for larger teams and bigger company files.
HostingRunning QuickBooks on a remote server that users sign in to over the internet.

Tell us what is not working in QuickBooks. We will tell you how we can help.

Use the form and your message reaches support@quickdeskk.com directly.

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