Answering the Questions - Accounting Software Secrets
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Answering the Questions

Answering the Questions

Answering the Questions

The third topic gets into the heart of the analysis: The questions. 



For each question, the top row is the question, the possible answers, and a place to add notes that will appear on the report.  The bottom section includes the instructions on the left for investigating the issue within QuickBooks directly based on the specific product and version chosen and on the right is the commentary which provides information about the issue including tips and tricks to more effectively handle the issue or troubleshoot problems with the issue.  The commentary section also includes countless links to other resources via the internet, especially the most up-to-date information via our Knowledge Base,


New with the 4th edition of the software is a progress bar.  No more guessing how many more questions there are within the topic before the end.

Also new with the 4th edition is a column that shows the answers for those questions that have been completed.  This provides a quick reference that can be especially helpful when completing the summary notes.

Looking to do a quick analysis only on questions you feel are the most important?  By clicking on the question from the menu, it will appear above so you can choose the answer and enter any notes.  Then simply click on the next question you wish to answer from the menu.  When the report prints, only those questions and/or summary notes you have entered will print and the rest will be ignored.


By clicking on the close button, the instructions and commentary will roll up to provide more room to see QuickBooks below.  If the instructions or commentary are needed on a subsequent question, simply click on more.




If additional help is needed, click on the question mark.




How it works:





  1. Read the question
  2. If the answer is known, mark the appropriate response and move to the next question.
  3. If the answer is not known, read the commentary for clarification, mark the appropriate response, and move on.
  4. If the answer is still not known, mark “not sure” for future investigation.
  5. The instructions assist in the step-by-step navigation of all versions 5-2004, Basic, Pro, Premier and industry specific Premier products.
  6. The commentary explains why the question is important as well as variations on how different companies may use the feature.
  7. Tips and Tricks improve efficiency and troubleshoot issues.
  8. Links to provide additional up-to-date information on specific topics.


Make notes as clear as possible so when you read them later you instantly remember what you meant.  It is also more useful to the client if the notes include any specifics to make understanding the issue easier for them as well.


Proceed from topic to topic.  If a topic is not needed, click on the double arrow to navigate to the end of the topic.  If questions are not answered, they will not print on the report.


New with the 4th edition of the product is the ability to enter summary notes at the end of each topic.  These notes can be printed alone as an overview report, or included with the actual questions when preparing the full report.



It may be helpful if the complete report is printed, to also print the No/Fix and/or Not Sure for the client meeting so only those questions that need to be addressed are organized for efficient discussion.  Removable tape flags on the full report also work quite well as a way of noting which issues will be formally discussed with the client.  Note: As a rule of thumb, about 5-7 issues can be discussed in a half hour conversation with the client.


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