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Tips & Tricks

This page includes some Tips & Tricks for QuickBooks.  This information is provided as-is, and may not work for you or your version of QuickBooks.  

Where we do know the versions supported, we’ll note it below.

Tips & Tricks

How can I create a copy of a QuickBooks file?

You can create a copy of your QuickBooks file for testing directly from within QuickBooks


1) Choose File | Open or Restore Company | Open a Company File.

2) In the Open A Company dialog, right click a company file, and choose Copy.  Then right click again in an empty area and choose Paste.

3) Click Open to open this new company file.

4) To remind yourself you are in a copy, choose Company | Company Information from the menu and then change the company name and add TEST, COPY or similar wording to it.

How do I change the default QuickBooks font name?

To do this, find and alter your QBW.INI file then add a row to your QBW.INI file in the [FONTS] section called FONTNAME=Arial  where ‘Arial’ is an exact name of one of your system Fonts, as seen in the Character Map program or your Fonts control panel (case and spacing matter.)

Restart QuickBooks to see the effect of your change.

How do I change the default QuickBooks font size?

To do this, find and alter your QBW.INI file:

For QuickBooks versions before 2007, the QBW.INI file is in the QuickBooks program folder.

For QuickBooks 2007 and later versions, it may be in a folder in Documents and Settings named similar to C:\Documents and Settings\All Users\Application Data\Intuit\QuickBooks Enterprise Solutions 10.0 where QuickBooks Enterprise Solutions 10.0 is the QuickBooks version.

Open the QBW.INI file in notepad or similar text editor.

Find or add the [FONTS] section.

Under it, add the value FONTSIZE=11 where 11 is the desired font size.  We recommend 10, 11, 12, and perhaps 13 as the largest practical size.

Restart QuickBooks to see the effect of your change.

This will alter many fonts, but not menus or reports.  Menus use your system settings and reports have their own settings.

Excel 2013 Addins Tab does not appear after install

Once you’ve installed it then it should appear on the Addins tab in Excel. 

If it doesn’t appear when you start Excel, but the addin appears to be loaded in the addins list, then you may be seeing a known Excel 2013 issue.  This issues is caused when addins Excel ships with block displaying the Addins tab, if they are loaded. 

You can work around this by unloading the other addins and then restarting Excel.  To work with addins using Excel 2013, start in Excel and select File, then Options from Excel’s menu.  In the Options dialog, select Add-ins.