Frequently Asked Questions

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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-QE\. 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.

I have chosen the product and the version but "Create New File" is not clickable? If the create button remains gray, make sure you have clicked on the product and version itself, not to the right of the information, and that you have entered a file name.

I am short on time based on a client who has a limited budget? The most efficient way to handle creating the report when you do not have the ability to proceed through each questions is: Click on the menu button, then the topic. Scan through the questions to get a feel for what is important in the section (you can even answer those you feel are important) and then click on the summary. Enter the information to include on the report for the topic as a whole. Once you have completed the applicable sections, you can print this information for a summary report for the client without the need for printing all the question specific issues.

Does this product change the QuickBooks data in any way? No, there are not any changes made to the file, nor any internal access to the data of any kind. The power of the tool is the comprehensive, organized approach it provides for the Accountant or Consultant to use professional judgment to analyze the file.

The tool is taking up too much room on my screen and I cannot see enough of QuickBooks. How do I control that? 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.

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.

I want to skip a whole section. For example, my client does not track inventory in QuickBooks. The double arrow at the top will move a section ahead where as the single arrow moves by question. The other alternative is to click on the menu button and click on the topics you wish to use. Another tip is to add just the summary stating that the section is not applicable so it is obvious it was not simply overlooked.

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