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Handling problems
One prescription fits all?
A complex system is inevitably
subject to a variety of problems, from a
range of causes. The appropriate fix
depends on the cause of the problem. A
complete course in troubleshooting QuickBooks
would be too large for this book, even if
business people would read it. Some
procedures are spelled out here, and these
will deal with a surprisingly large portion
of problems.
Don’t make it worse!
Hopefully, you are reading this before you panicked and compounded the problem. The sequence of steps to consider trying is designed to minimize the risk of further damage.
What happened?
The visible and printed results
from a computer program are the end product
of a complex chain of facilities. The
“computer” is a cluster of interacting
elements. On top of (or running in) the
computer is the operating system, either DOS
and Windows, or Mac OS. These all
support QuickBooks, which is handling
information in the company data file. A
problem means that one of these is out of
order, perhaps causing problems in another.
Survey the problem.
The first thing is to determine the level of the problem:
External to
QuickBooks: Does the problem exist
outside of QuickBooks? Have you
actually exited QuickBooks and checked other
applications? Perhaps the problem is
external, and you noticed it first while
running QuickBooks.
QuickBooks has a
problem: Opening the QuickBooks sample
company can tell you that if problem is local
within your company data files.
Company data files have
problems: If the sample company runs
fine, but your company does not, there is a
clue (but not a verdict.)
Procedures available:
here are the things you can do,
the first two being mandatory, and the others
in a suggested order, designed to minimize
risk of further damage. They are
tabulated here, and detailed
below. Below the tabulation of
procedures will be found descriptions of the
circumstances in which they should be used.
Transactions
should not be recorded, if operations are erratic. Recording could make things worse. Viewing and reporting are better. If the situation is uncertain, use reports, or start edits, but cancel without recording. After a backup, recording is much less risky.
Take its temperature.
A diagnostic display tells
important information about QuickBooks and
the space it has in the operating system.
Back up to floppy disks.
Efforts to fix a file have a small
risk of further damage. If the file can
be loaded, a floppy disk backup direct to a
newly formatted floppy (or floppies)
minimizes the risk of further damage to the
file.
File system condition
should be checked, before making a hard drive copy.
Hard drive copy
is a good idea, if there is space, and once the file system is in assured good condition.
Interfering programs
are a possibility. Cases occur where two programs do not get along with each other
Operating system re-installation
may be necessary. It could be damaged.
QuickBooks
may need to be re-installed. This is actually faster than some other procedures.
Company file
may have repairable problems, but the repair procedures may take hours.
Restoring a recent backup
is necessary in a few cases. This implies that some data entries must be done again.
Calling Tech Support
may be necessary, particularly if you have some problem that does not meet any of the descriptions here.
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