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  McWilliams & Associates Inc :: Frequently Asked Questions

Frequently Asked Questions

  Frequently Asked Questions
Untitled Document
 

Small Business Diagnostic Tool Business Management Edition FAQs

 

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Although this interactive diagnostic tool is easy to use, we do receive questions from time to time about how to use it most effectively. We will update this page as we have more tips and tricks to pass along to you.

 

 

 

 

 

 

How do I install the software on my computer? There is no need to install the software on your computer. It runs directly from the CD. This eliminates any issue with using the software on-site with clients or on multiple computers.

How do I tell where the data from my answers is being saved? The data, by default, is saved to c:\Program Files\SBDT-BME\. You can change the location by clicking Home then on the settings icon (looks like a gear). Make sure to click on Ok to save the change.

"Create New File" is not clickable? If the create button remains gray, make sure you have entered a file name.

On the report, I only want to include those questions I feel are more important. How do I do that? By clicking on the question from the menu, it will appear in the tool box 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.

How do I print the report? Click on Home then the picture of the printer. You can choose to print all the questions that have been answered by clicking all the boxes (including or excluding the summary notes) and then click on "Print All Topics." Or, you can choose to print only specific answers and/or only specific topics. In addition, the report can be sent directly to the printer but the power is in the Word export so you can change anything you would like, including adding your logo to the top of the report.

QuickBooks® is a registered trademark of Intuit Inc. McWilliams & Associates is not affiliated with Intuit Inc.

 

   

 

 

 
 
 

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