Want to get more from QuickBooks in less time? And have fewer problems? OK, repeat after me…

  1. I will reconcile my bank accounts and credit cards in QuickBooks every month
  2. I will review my books with an accountant and listen to their suggestions
  3. I will explore some of the App Center offerings and see if one can them can help me either make or save significant money
  4. I will regularly open the Company Dashboard and see how the sales, profit, and receivables trends are doing
  5. I will upgrade to a higher version of QuickBooks before May, 2012 (support discontinuance date) if I’m using version 2009
  6. I will review my backup system/procedures and make sure it works
  7. I will pay my bills through online bill payment services.

Any of these ring true for you for 2012?

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7 thoughts on “New Year’s Resolutions? Here Are 7 for QuickBooks Users

  1. I understand (although do not agree with) your policy of discontinuing support after three years, but discontinuing support and eliminating features after three years are two different things. As an example, I attempted to send a statement via email with my 2007 Pro software and was told I couldn’t do that. What does it cost you to leave that feature available to your customers? This is similar to your policy of not allowing the interchange of files between certain different versions of QB (e.g. QB 2007 and QB 2009). This policy of coercion designed to get people to upgrade even though they are completely happy with their current version is not customer friendly and will someday reach up and bite you. Ask your employees about this and you might be surprised at their answers.

  2. I have to agree with Mike McKay.

    I can understand discontinuing support on the older software. However, I can’t understand or agree with the elimination of features. Emailing of purchase orders, invoices and statements is often critical to doing business with certain customers. By eliminating this ability you are forcing people to upgrade to new software. Software that is full of new functionality that is often not wanted or needed. Not to mention the expense of doing so.

  3. Thanks for the comments so far!

    Mike, first, I’m not with Intuit, so it’s not “my” policy, just fyi. I don’t know about eliminating email features, but it’s a worthy complaint. Probably Intuit has heard a lot about it from customers, and hopefully will build it into a future release. The new 2011 release expands QB’s interface with web-based email platforms like Gmail, so I would guess that email features are front-burner issues with their dev team.

    Also, if I understand what you are saying, not being able to interchange files between different versions of QuickBooks is really not that unusual — that’s a limitation of most software. Peachtree is that way too, for example. And if you have a MS Word .docx file, an older version of Word isn’t going to be able to open or understand it. It can be inconvenient and annoying, but that’s just the way it is with software, isn’t it? How could older software anticipate what changes in data will take place in the future? If I’m not thinking straight about this, please let me know.

    Joe, yes, feature creep is a common practice, isn’t it? Maybe Intuit will someday release a “QuickBooks Classic” edition that will be QuickBooks 99 all over again…

  4. I have been doing all 6 of the 7 points above. For point #5, I believe we would be doing any upgrades this year. 🙁

    But here’s what i want to add in the resolution:
    8.) Make my quickbooks faster by “re-creating” company profiles, most especially for those that have been in QB since 10 years ago.

  5. Shannon – Thanks for responding. I understand that you are not with Intuit, but hopefully you could use your “bully pulpit” to get Intuit to come to their senses. Talk with them about it and do all of us a big favor. We don’t want some sort of email capability built into future releases, we want it retained in the current and prior releases of QB. Again, this wouldn’t cost QB anything. But it would save them the expense of removing the feature and from having upset customers.

    As to backward compatibility, even the “evil empire” of Microsoft allows me to open a Word document I receive from someone using Office 2007 with my Office 2003 software by simply providing a free conversion device. Same with an Excel spreadsheet.

    Intuit’s coercion policy is designed to sell upgrades to people who don’t want or need them. I can picture the marketing staff sitting around a table sometime ago at Intuit corporate offices coming up with this strategy for selling more upgrades. “We don’t care if the customers don’t like this. They will have to upgrade, like it or not.”

  6. I totally agree. If this isn’t a marketing technique to pull in a forced sale I don’t know what you would call it. We don’t have the money in our small business to have to upgrade every 3 years when the current version does everything we need it to do. If we need any of your new features we should be able to upgrade at our decretion not forced into it. We never use any of the “new” features that we have to pay for, at full price by the way, not an “upgrade” price which should be a lot less for continued customers.


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