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Mastering QuickBooks: Increasing QuickBooks Performance for Large Files and Multiple Users

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Editor's Note: In this article, Joe provides technical insights so you can better support your clients who use QuickBooks, especially with large files or multiple users. Joe provides numerous, practical tips for increasing the performance of QuickBooks, especially when the data files is large and there are 5 or more users logged into the file.

Download or Open the PDF Version of this Article

Here is your link to this great resource (a six-page detailed discussion) on mastering this issue for you and your clients.

“Mastering QuickBooks: Increasing Performance with Large Files and Multiple Users” – by Joe Woodard

[PDF, 72KB]

Attend the Live Webinar Based on this Article – Free

Register here for free attendance of the Webinar on “Increasing QuickBooks Performance for Large Files and Multiple Users.”

Joe Woodard will personally present the content of this Mastering QuickBooks article in a free Webinar on April 21, 3:00 to 3:45 ET. The webinar includes an in-product demonstration and interactive Q&A.

Other Recent Content on Mastering QuickBooks

“Tying the Profit & Loss by Job to the Profit & Loss Report” – Joe Woodard

[PDF, 63KB]

More Events to Help You Master QuickBooks

From time to time, Joe offers events to help accounting professionals master QuickBooks, ranging from free Webinars to his first major conference May 18-19, 2009 called Scaling New Heights,” You can learn more about all training opportunities offered by Joe Woodard at the Scaling New Heights website.

April 2009: Additional Free Webinars

• “Can You Really Do That in QuickBooks?” – Innovative QuickBooks Tricks for the Intuit Advisor – Presented by Joe Woodard – April 1, 2009, 1:00-1:45 ET
• “Introduction to Business Analysis ES” – Presented by Chuck Vigeant, Intuit Contracted Data Architect – Business Analysis ES – April 21, 1:00-1:45 ET
• “Introduction to AvaTax – Advanced Sales Tax Tracking with QuickBooks” – Presented by Ian Clyde – Avalara, Inc. – April 22, 1:00-1:45 ET
• “Repairing Corrupted QuickBooks Data Files” – An Advanced Technical Webinar Presented by Joe Woodard – Conference Host – April 23, 1:00-1:45 ET
• “Moving Your Consulting Practice to the Mid Market” – A Practice Growth and Strategy Webinar Presented by Joe Woodard – Conference Host – April 28, 1:00-1:45 ET
• “Why Your Clients’ Sales Totals in QuickBooks are Probably Wrong” – An Advanced Technical Webinar Presented by Joe Woodard, Conference Host- April 30, 1:00-1:45 ET

May 18-19 2009: Scaling New Heights

Live In-Person Event. Joe Woodard presents “Scaling New Heights” - an Advanced Conference on Intuit Software for ProAdvisors and Intuit Solution Providers. [Note 1]

Designed specifically for QuickBooks ProAdvisors and Intuit Solutions Providers, the two-day event provides in-depth courses with unique content only from Intuit and Joe Woodard.

Certification: Focus on Preparation

This conference is designed in part to prepare attendees for taking certification exams. [Note 2]

Choose the Track That’s Best for You

On Joe’s site he offers additional information about the tracks at the conference, the instructors who will present and registration details.

As a high level overview there are three tracks at this conference:

Track 1: Advanced QuickBooks Core & Advanced ProAdvisor Exam Preparation

This track will go deep on QuickBooks including Intuit curriculum designed around the Advanced ProAdvisor certification exam. Already Advanced Certified? Much of this track includes general advanced technical content designed by Joe Woodard specifically for this conference that is outside the scope of the Advanced ProAdvisor certification exam.

Track 2: Advanced Mid-Market Sessions for the Intuit Solution Provider

This track includes advanced training on Enterprise Suite – including sessions on QuickBooks Enterprise Solutions, Intuit Warehouse Management ES, Intuit Field Service Management ES, and Business Analysis ES. There are sessions on QuickBase as well. This track also focuses on the unique sales and practice management needs of the Intuit Solution Provider as a reseller of Intuit software.

Track 3: Enterprise Suite Certification Exam Preparation

This track is designed in large part around the curriculum provided by Intuit Solution Provider University – Intuit’s online certification training venue for Intuit Solution Providers. This track prepares the Intuit Solution Provider to take certification exams on all applications in the Enterprise Suite. Note: Certification on Intuit Sales Management ES is not currently available.

Track 4: QuickBase Certification with Enterprise Suite Certification (Business Analysis ES, Field Service Management ES, and Warehouse Management ES - Level 1)

Find More at Joe Woodard’s Web Site

Find complete information about the conference here:

• Scaling New Heights

Notes

1. The Scaling New Heights: An Advanced Conference on Intuit Software features and is presented by Joe Woodard and Creative Financial Software, a frequent consultant to Intuit Inc. Intuit Inc. has provided additional content and expertise for the conference.
2. The Scaling New Heights: An Advanced Conference on Intuit Software is designed in part to prepare attendees for taking certification exams but does not constitute an alternate approach to certification or provide a substitute for taking the certification exams. More details follow:
• Eligibility. To be eligible to take Intuit certification exams you must meet Intuit’s certification requirements.
• Advanced QuickBooks ProAdvisor Certification: You must be a member of the QuickBooks ProAdvisor Program and meet other prerequisites before being able to sit for the Advanced QuickBooks ProAdvisor Certification exam.
• QuickBooks Enterprise Solutions Certification: You must be a member of the QuickBooks ProAdvisor Program or the Intuit Solution Provider Program to be eligible for certification on QuickBooks Enterprise Solutions 9.0. For QuickBooks ProAdvisors, more information about the process is detailed here.
• Enterprise Suite Certifications: While any registered attendee for this conference can attend any session of the conference without exceptions, you must be a member of the Intuit Solution Provider program to be eligible for certification on Intuit Warehouse Management ES, Intuit Field Service Management ES and Intuit Business Analysis ES.
• Access to Certification Exams. Assuming other eligibility requirements are met, qualified applicants would access all Intuit certification exams online, either through Intuit's online ProAdvisor course lockers (for QuickBooks ProAdvisors) or through the Solution Provider University (for members of the Intuit Solutions Providers). Actual access to online certification exams is unavailable at the conference.
• Ability to Pass Certification Exams. Participation in this conference (with or without the “Best Practices” webinar series) does not guarantee the registrant(s) will pass Intuit certification exams.




Find More at Joe Woodard's Web Site

Information Resource. Joe tells us he will post the final version of his new features article soon on his website, Creative Financial Software. Pay special attention to two cutting-edge books Joe will publish this year: Joe Woodard's QuickBooks at Tax Time and Joe Woodard's Top 100 QuickBooks Tips, Tricks, and Workarounds.

Last Updated: 03/30/2009