Thinking about getting QuickBooks 2019 Desktop? There are new features like invoice status tracking, multi-monitor support, and an easier, more efficient way to pay bills.

What choices do you get when installing the software, and what is required at install time?

Here’s an installation walk through and the new feature list you’ll see when installing. (These screenshots were taken from QuickBooks Enterprise 2019, but the process is the same for Pro, Premier, or Accountant 2019.)

Do you have another version of QuickBooks running in another windows? Or another memory or CPU-intensive program running? Close them down so that the QuickBooks install will have plenty of elbow room
You’ve seen these many times. Click the checkbox to activate the Next button
These codes came with your software. If you can’t find them, you’ll need to talk with Intuit support. NOTE: Even after you enter these codes, you’ll still need to register your software after installation is completed
Here you set up some back end network settings that QuickBooks will use to tell where your data will be located
QuickBooks knows what its default program location should be. Don’t change it unless you have a good reason to. You DO NOT have to remove older versions in order to install the new version, so keep the old version out there unless there’s a good reason not to. (If you ever need to run the old software, it will be easier to have it already in place than having to reinstall it)
Click Install to commence the process. The installation will take several minutes
Off to the races! You will not be asked for any further input until installation is complete. And now you view the new feature slideshow…
quickbooks 2019 new features
New vendor management feature in version 2019
quickbooks 2019 new features
New efficiency improvements in version 2019
quickbooks 2019 new features
New features to help you find the account you want
Almost home! QuickBooks 2019 Desktop requires a computer reboot to finish its setup. If anyone is logged into a program using data from your computer, make sure they get out before you reboot!
You’re in like Flynn! You’ll now have QuickBooks 2019 Desktop installed on your computer. Of course, if you are operating QuickBooks from multiple computers on your network, you’ll need to install QuickBooks on those other computers too. You’ll be able to open QuickBooks 2019 either from your Start menu or from a Desktop icon that QuickBooks created Even though QuickBooks 2019 Desktop is installed on your computer, you’ll still be required to register the program. QuickBooks will walk you through it once you open the program.

When you first open QuickBooks, it’s a good idea to check for updates. It is likely that there will be updates, and you want to be using them when you create or upgrade your company file. Click Help / Update QuickBooks Desktop to find and install any available program updates.

Please follow and like us:

QuickBooks 2015 is a great version. But it’s quickly going away.

Every May, Intuit retires their oldest supported version, to keep their three version support window in sync. So QuickBooks 2015 (all desktop editions) will have “service discontinued” (AKA “sunsetted”) after May 31, 2018.

I thought version 2015 was an unusually stable version, from the point of view of one who sees a lot of QuickBooks data problems.

Note: If you are not using any add-on services to QuickBooks 2015, you will still be able to use the QuickBooks 2015 software. But there will no longer be live support available for it through Intuit.

RELATED:  Handling QuickBooks Upgrades and Updates
How to Transfer Files from Older to Newer Version of QuickBooks

Hasta la vista, QuickBooks 2015!

Please follow and like us:

In the last few weeks, we’ve seen a number of data stability issues in QuickBooks 2016 that have surprised us a bit. I don’t know if these issues are happening because of a particular QuickBooks update release, or a Windows update, or something else. Most version 2016 users haven’t had any problems, but from our vantage point in hearing from users who DO have data problems, there has been a definite uptick in database problems specific to version 2016 in the last few weeks.

  • Problems upgrading older versions. In the last few weeks, I have spoken with a number of people whose data has failed the upgrade from an earlier version to version 2016. I started getting more-than-usual calls about this when the 2013 version was sunsetted last month. That’s when many 2013 users were making the jump from version 2013 to version 2016. There are always some people that have trouble upgrading from an older version to the latest version. But there seems to have been more than usual problems with that lately. And the upgrade process itself seemed to trigger the problem; the users I’ve talked to were not having data problems in the older version. With most of the users I have spoken with in this situation, they are having to revert to their pre-upgraded backup (made in the old version) and rekey from there. That’s a bummer if you upgraded your file a month or two ago. In one case I’ve seen, a user had to remain in their 2015 version for now — the data is simply not upgradeable to version 2016 and they have to stick with version 2015.

RELATED: “QuickBooks Data Repair Services — User Reviews”

  • Broken transaction links. We’ve seen an unusual number of these in version 2016 data recently. Payments get disconnected from bills, and the bills are reopened, as one example. The only solution is to restore the last good backup (made before the problem occurred) and rekey to get caught up, or to manually delete and reenter the affected transactions. Sometimes this is happening to people when they upgrade, and sometimes it is happening to people who have been using QuickBooks 2016 for awhile (without problems).
  • Damaged lists. In some cases, jobs get spontaneously reassigned to different customers, transactions get reassigned to different customers or vendors, customer data gets out of sync on the customer center screen. Only solution: Restore last good backup.
  • Account balances corrupted. Again, this seems to happen during the upgrade, and the only recourse as per this writing is to restore the last good backup that was made before the upgrade.

RELATED: How to Transfer a QuickBooks File from an Older to a Newer Version

  • TLG file corrupted. A TLG file is an auxiliary data file that QuickBooks maintains alongside your working QBW file. We can often take a current TLG, apply it to an older backup, and bring the backup up to current condition.  With the data problems listed above, in version 2016 data, we can’t do that. The corruption affects the TLG file too and makes it unusable for our data repair efforts.

We can repair almost all QuickBooks data problems, including — usually — problems that prevent successful upgrading. Hopefully this particular uptick in unfixable 2016 data problems is a temporary blip.

RELATED: I Can’t Backup my QuickBooks File! Help!

Any of these data issues sound familiar? What do you think triggered the problem in your case? How did you resolve it?

Please follow and like us:

It’s not that version 13 is unlucky in itself. It’s just that Intuit is about to retire that version, and you won’t be able to get Intuit support for it anymore, or get it to connect to online services anymore.

If you’re using version 2013 and you always upgrade to the latest version every three years — to stay within that 3-year support window — then your time has come to get a new version.

The sun sets on QuickBooks version 2013 on May 31, 2016.

Which editions are affected? QuickBooks Pro, Premier, Accountant, Mac, and Enterprise (although with Enterprise, you’ll be able to continue using what you have until the expiration of your service plan).

QuickBooks Online lives outside the world of desktop versions and does not face version sunset issues.

The online services that are affected include credit card processing, online banking, bill pay, QuickBooks payroll services, and Intuit tech support. (You will still be able to get data services support for version 2013 through AccountingUsers, Inc., however.)

If you get a new version of QuickBooks, your version 2013 data should upgrade fine just by opening it in the new version (but contact us if it doesn’t…)

RELATED: How to Transfer Files from Older Version to New Version of QuickBooks
RELATED: “QuickBooks File Wouldn’t Upgrade…”

Please follow and like us:

software life cycleEvery QuickBooks version has a life cycle. Understanding that life cycle might save you some grief.

When a new version is released to the public, that version has already been tested thoroughly by Intuit’s development team. It has also been tested by a group of non-Intuit users — the beta testers. These testers put the new version through its paces with unplanned, real-life tests.

Still, relatively few people have used the new version prior to its official public release. And as you know, QuickBooks is quite complex in its feature sets and functionality.

Therefore, every new release will have bugs. This is true not only of QuickBooks, but of any complex software or app. There are simply too many lines of code being written and changed for it to be otherwise.

RELATED: QuickBooks File Wouldn’t Upgrade…

My first job out of college was as an accounting software tester. The company I was working for was developing general accounting software to be co-branded with IBM on the original PC (yes, this was back in the 80s). IBM already knew a thing or two about software testing protocols, and our company had already published industry-leading accounting software for the Apple computer market (pre-Mac!). So I had a well-planned script to follow when testing pre-released software.

I’m sure Intuit does too. In fact, Intuit’s test process is bound to be better than the test process we used way back when.

Even so, software testing processes are inherently imperfect and incomplete. Coding accounting software is hard. Programmers and testers are human and make mistakes. Real users in the real world will do things with the software that were not anticipated. (Just ask your QuickBooks consultant or accountant about some of the crazy things they’ve seen people do in QuickBooks.)

So, every new version of QuickBooks comes out of the gate with some problems. This is “normal”.

Problems are reported by users to Intuit. And I’m sure that Intuit prioritizes the problems and assigns their programming team to fix them.

Intuit then releases an update to QuickBooks. You download the update and install it, and it fixes problems.

There’s a good chance that there will some new problems in the update that are unique to that update — problems that weren’t there before. Hopefully the update fixes 10 or 20 or 100 problems for every new problem that it creates. Hopefully the new problems aren’t as serious as the ones that were fixed.

But an update isn’t a miracle worker — it probably doesn’t fix all the problems in the previous version. More problems will be reported, and after another month or two or three, another update will be made available to the user base.

After a few go-rounds of this, you usually have an updated version that works pretty darn well.

OK, so what? Well, if you understand that brand new versions are likely to have more bugs in it than older, updated versions, it might make you decide to wait a little bit before jumping on the upgrade bandwagon when a new version comes out.

RELATED: Are QuickBooks Users Upgrading?
How to Get Ready for a QuickBooks Upgrade

You may decide to read some reviews and blogs and forums and see what kind of experience users are having with the new version. If you decide to wait until the new version is updated, you can check these same sources and see what folks are saying about the update.

If the word in the street is favorable, then you’ll feel more comfortable about committing to the new version or update. But if a lot of people are having problems with it, then maybe you’d want to think about waiting until another update comes out and gets good user reviews.

That’s one approach to take, anyway. What’s your policy on installing QuickBooks updates?

Please follow and like us:

my quickbooks wishlistQuickBooks 2013 hasn’t been released yet, but it probably will be pretty soon (new versions usually come out in the early fall). Here’s my wishlist for the new version:

  • Faster, using more processing power and memory for intensive tasks. I’ve watched my Windows systems resources performance monitor while running 2012 Enterprise and Premier. It seems that QuickBooks sometimes leaves a lot of computing resources on the table during intensive processes. Better resource use = faster processes, usually. Seeing less of the “(Not Responding)” message would be nice too.
  • Better performing Condense command. This command crashes a lot of the time. (We are happy, though, to provide our supercondensing alternative which shrinks the file down more than the built-in condense does anyway.)
  • Allow more networked users to be licensed under the Pro and Premier editions. These editions currently max out at three and five users respectively. I think it would be a good thing if Premier users didn’t have to upgrade to Enterprise when they want to add a sixth QuickBooks user on a network, unless they want to.
  • Enhanced dashboard/snapshot. Add trending gross profit or net profit, and multi-year date comparatives
  • Enhanced user permissions control. In particular, an “enter-only” permission where you can set up a user to be able to enter original transactions but not revise them later. And more total lockout of users who don’t have module permission. Three cheers for accounting control! By the way, I got both of these ideas about permissions from some comments by my wonderful readers — thanks!

Maybe some of my wishes will come true in the 2013 version, or if not, the 2014 version. What’s on your list?

Please follow and like us:

We were curious. So we evaluated all of the new members of the QuickBooks Forums so far this year, and tabulated the results by version.

chart of most popular versions of quickbooks
As tabulated by new member data in the QuickBooks Forums

What about editions of QuickBooks? We tabulated the editions that new forum members this year reported using. We limited that to users of 2012, 2011, and 2010 versions. Here’s the breakout:

graph of editions used by quickbooks users
Breakout by edition for users of 2012, 2011, and 2010 versions

“Other” includes Mac, EasyStart, and Plus versions.

Interestingly (to us, anyway), the proportion of Enterprise users to the overall share was much higher for 2012 version users than 2011 or 2010 users. Does that mean that companies that can afford the software and support costs associated with Enterprise can also afford to upgrade to the latest version every year? Perhaps.

Along that same line, the proportion of users using the Pro edition, 2010 version, is much higher than the comparable proportion using the 2011 or 2012 versions. Perhaps there is a greater cost sensitivity, and therefore a lower tendency to upgrade every year, with small business users of the Pro version.

What do you think? Would most Enterprise users upgrade every year as a general practice?

Please follow and like us:

Upgrading your version of QuickBooks is supposed to be easy: You install the new software, open your QuickBooks company file, and voila! Your data converts to the the new version, and you carry on.

But sometimes you hit a bump. You open your data file with the new version and you get an error. Sometimes it says you have to rebuild your file first — but it fails the rebuild. Or sometimes it just freezes up and never completes the upgrade process.

That’s a tough place to be. Sometimes your QuickBooks data file appears to be healthy in your day-to-day use of it, but there is a data integrity issue under the surface that isn’t revealed until you try to upgrade it.

If you find yourself in that spot, you have a couple of options.

1. You can just keep using the version of QuickBooks you were using before. This is obviously not a great option, because there was a reason that you are trying to upgrade — you want some of the new version’s features, or you’re trying to maintain payroll support, etc. So not upgrading has some disadvantage for you. But this is the cheapest alternative. If you were not having problems in the previous version, you can probably keep using that version for awhile (or maybe even indefinitely) without encountering data errors. You’ll have to restore a backup of your company to use under your prior version; the semi-converted copy of your file won’t be usable by either version.

2. You can get your data repaired and converted. This can be done overnight or over a weekend, so there shouldn’t be too much downtime for you. There have only been a couple of instances over the years where we couldn’t correct the data problem and convert the file.

Most upgrades have tweaks to the underlying database structure, which is why the file has to be upgraded in the first place. Does the new version have new features in it? Then there are new places for data in the file to support those features. The underlying structure has to be modified to account for the changes. Sometimes the version of Sybase (the underlying database QuickBooks uses) changes, and so the database has to be updated.

Hopefully, in your case, everything will update just fine. But if you are reading this blog post to its end, there’s a pretty good chance everything is not fine in your situation. Give us a call for options.

Please follow and like us: