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QuickBooks Help
Best Ways to Get Help with QuickBooks


As a small business owner, you may need QuickBooks help from time to time. Finding somebody who specifically supports QuickBooks is an excellent way to get that help.

Two Choices:

  • You can find somebody to work with directly
  • Try and get free help.

First Way:
Find somebody to work with directly.

Of course I’d love for you to contact me!

You can also browse the QuickBooks online referral database to find help with QuickBooks.

Once you find somebody to work with...

1. Email Your QuickBooks File as an Attachment

Yep, you don’t have to leave the comfort of your home...or office. You don’t even have to work with somebody in your local area, which gives you wider range of people to choose from.

There are three kinds of backup files you can exchange:

  • Traditional backup (.qbb)
  • Portable file (.qbm)

With these two, don’t work in the file while your QuickBooks person is working in the backup. If you do, changes your made will be erased once the backup is returned and restored.

  • Accountant’s Copy (.qbx)

The nice thing about Accountant’s Copy is that you can work in the file after the dividing date. Your accountant can work in before the dividing date.

What’s the Best Backup in QuickBooks?

Determine Backup File size Before Emailing

How to Name the File - Best Way to Name the QB Backup File

2. Use a Remote Access Service

Remote access is when somebody accesses your computer from their computer.You can use remote access a couple ways:

  • Have your bookkeeping done on your computer, without somebody coming to your office.
  • Get QuickBooks technical support or training for yourself or somebody else on your staff.
  • Access your own computer at work when you are traveling or away for other reasons.

Remote access services vary - some allow only the QuickBooks file to be accessed, while others, such as www.gotomypc.com, allow the entire computer to be accessed.

3. Have the QuickBooks Help Come to You

You can find somebody in your local area to come to your business. Larger businesses who cannot use options 1 or 2 above are restricted to this option. Use the QuickBooks database shown above to search for somebody close to you.

Second Way:
Get free help online

There are a couple very good forums available. The first is called the QuickBooks Community and is sponsored by Intuit: Get QuickBooks Help for Free here.

Here’s another forum where you can get free QuickBooks help. This one is called the QuickBooks Users forums.

Both of these have many excellent QuickBooks professionals who contribute regularly.

And then there's little ol' me: Free QuickBooks Q&A Service

Which Way is the Best Way?

Try getting free help first. Then, if you can't get the help you need for free, find somebody to work with you. You may find that QuickBooks is more work than you thought it would be.

Is your time better spent on accounting chores (which are not your core compentency), or is it better spent earning revenue? Only you can answer.

Help for QuickBooks Pro

Help for QuickBooks Premier

Help for QuickBooks Online Banking

Help for QuickBooks Pro for Mac

Help for QuickBooks & Turbo Tax

Help for QuickBooks Payroll

Need Personal Help with QB? Contact Jennifer


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