Sometimes You Need an Expert
Skip added hassle by doing things the right way—the first time. Here is a listing of frequently asked questions, and solutions to common difficulties other clients have had. Periodically check this page, as we are continually adding content.
You can pick a topic from the menu on the right, or select one of the following topics:
Skip added hassle by doing things the right way—the first time. Here is a listing of frequently asked questions, and solutions to common difficulties other clients have had. Periodically check this page, as we are continually adding content.
You can pick a topic from the menu on the right, or select one of the following topics:
How Do I Export My QuickBooks or Quicken File?
We have guides available to walk you through
the process:
Mac OS X QuickBooks Export
Windows QuickBooks Export
Quicken is another beast entirely, and quite frankly small businesses should skip it and move directly to QuickBooks. That said, for those of you who haven't migrated yet, its better not to send us a backup file–instead contact us and we'll walk you through it.
If you need any more help just let us know.
Mac OS X QuickBooks Export
Windows QuickBooks Export
Quicken is another beast entirely, and quite frankly small businesses should skip it and move directly to QuickBooks. That said, for those of you who haven't migrated yet, its better not to send us a backup file–instead contact us and we'll walk you through it.
If you need any more help just let us know.
How Long Do We Need To Keep Our Files?
We have typed up a recommended list for your
reference: Records Retention
What Settings Should I Use When Scanning Documents?
Scanning for document management is not the
same as scanning for photo editing.
Documents should be scanned as a PDF, in 300 DPI black and white (not grayscale), and with CCITT Group 4 compression.
This will produce documents that are very readable, a reasonable size, and that will work well with OCR software.
Documents should be scanned as a PDF, in 300 DPI black and white (not grayscale), and with CCITT Group 4 compression.
This will produce documents that are very readable, a reasonable size, and that will work well with OCR software.
Where Do You Recommend I Shop For Software?
Typically we purchase our non-enterprise
software from
http://www.amazon.com
and suggest
others do the same.
We have found Amazon.com to have excellent customer service, and the most honorable of the Internet stores we have used. Prices tend to be quite a bit less than 'brick and mortar' stores like BestBuy, OfficeMax, and Staples. Shop around and see, but we use them so much we signed up as affiliates, and purchased Amazon Prime membership so we get most of our items with two day shipping.
For those interested specifically in QuickBooks products, here is a link: Amazon's Quickbooks Offerings
and suggest
others do the same.We have found Amazon.com to have excellent customer service, and the most honorable of the Internet stores we have used. Prices tend to be quite a bit less than 'brick and mortar' stores like BestBuy, OfficeMax, and Staples. Shop around and see, but we use them so much we signed up as affiliates, and purchased Amazon Prime membership so we get most of our items with two day shipping.
For those interested specifically in QuickBooks products, here is a link: Amazon's Quickbooks Offerings
