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General Information and SubscriptionsYes, Quick Trial Pro is cross-platform. You can manage your account or view your activation information by clicking the "Login" link in the upper left hand corner of this page, or any page on the Pro-Ware website. Installation and ActivationIf the software has not been activated, you will see an activation prompt each time the program starts. The program can be used in "demo" mode for up to 30 days by clicking "Continue as Demo" on the activation screen. To remove the 30 day trial limitation, you must enter a Serial Number, Company Name, and Subscription Code, that will be provided to you when you purchase a subscription for using the software. A combination of the following command line parameters can be used for silent installation: /SP- Disables "Do you wish to continue" prompt at the beginning of setup /SILENT Installation shows a progress window but requires no input /VERYSILENT Install shows no progress window and requires no input /NORUN Program will not launch automatically at the end of the installation Please read the "Detailed Instructions" document for complete details on how to install the program on multiple computers. To view activation or subscription information, click the "Login" link in the upper left hand corner of this page, or any page on the Pro-Ware website. Starting Quick Trial Balance ProThe Home Screen is the launch pad of Quick Trial Balance Pro. It shows information about the currently selected file (if any) and provides quick access to recent files or any other files you want to open. It also has the main toolbar and menu for accessing all of Quick Trial Balance Pro's features. The first time you start Quick Trial Balance Pro, you will prompted to activate the program. Data Files and FoldersTo select a file for conversion, go to the "File" menu and choose "Open." Then select the prior version Quick Trial Balance file with an B2 file extension. You will be presented with options for how you want the file to be converted. Read the on screen directions and choose your settings carefully, then click "Convert" to complete the conversion. Select "Convert Quick Trial Balance Files" from the "Housekeeping" menu and follow the on screen instructions. The Default Data Folder is the location where the program will look for your existing data files and it is the folder where new files will be created by default. The folder can be changed in the program's preferences. Quick Trial Balance Pro uses a new type of database that stores information in a single file for each client/company that you create. Quick Trial Balance 6 and earlier used multiple files for each client/company. Data files can be converted from the old format to the new format individually or by selecting an entire folder. File MenuAccounts MenuTransactions MenuReportsFavorite reports appear at the bottom of the Home screen so you can quickly print the reports that you use most often. To edit the list of favorite reports, choose "Manage Favorite Reports" from the reports menu and select the reports you want to appear in the favorites list. To print a prior year report, open Reports, place a check mark next to the desired report, select a year in the "Prior Year Reports" area on the right hand side of the screen, and click one of the "Print", "Preview" or "PDF" buttons. To print multiple reports, open Reports, place a check mark next to each report you want to print, and clicking one of the "Print", "Preview" or "PDF" buttons. To save a group of reports for printing as a batch in the future, open Reports, and click the edit button next to the "Batch" drop down box above the list of reports. HousekeepingIf you cash entries do not match the cash entry totals in your accounts, you can re-post cash transactions with the Fix - Re-Post Cash Transactions option located under the Housekeeping menu. If you journal entries do not match the journal entry totals in your accounts, you can re-post journal entries with the Fix - Re-Post Journal Entries option located under the Housekeeping menu. Workpaper reference numbers can be removed with the Fix - Remove Workpaper References option located under the Housekeeping menu. PreferencesHow do I set my preferences? Advanced options include: - Install updates from a file on the local network - Download updates from an alternate server - Use a proxy server - Install updates as a different user HelpSupport is included at no cost with your Quick Trial Balance Pro subscription. Anytime you would like to contact us with questions, comments, or suggestions, go to the Help menu in Quick Trial Balance Pro and take the Feedback option. |
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