• TBX works with QuickBooks DESKTOP versions 2009 and higher
• TBX works with the U.S. Versions of Pro, Premier or Enterprise Solutions
• Clients have reported TBX working with the Canadian and UK versions, but we cannot guarantee.

• User should have a working knowledge of a spreadsheet program such as Excel® and the Windows operating
  system

Please test program in Free Trial mode before purchasing. No Refunds.

Minimum memory required: 128 MB
Minimum hard disk space required: 100 MB

• Operating Systems: Windows 7, 8 and 10. Requires the PC Version
• Operating Systems: Windows Server 2012 Requires Terminal Server/ RDP Version

* Please Install program as an Administrator.

Windows 10 - If you get a .NET Framework error message when installing:

• Click here to download Win10 .Net .pdf instructions

Tech Support Pricing -

Normally Free

Exceptions to Free Tech Support -

Corrupt Data File:

If TBX finds data record corruption, it may not work properly. If you believe that you have a corrupt QuickBooks data file, there are troubleshooting routines that you can try such as verifying and rebuilding the data, making a portable backup and restoring it, resorting all lists and making all unused class names a subclass name of a class named “Z.” If you would like assistance with your data file, we are available for QuickBooks consulting at a rate of $85.00 per hour, with a one-hour minimum.

Terminal Servers:

Due to many variables related to terminal servers and virtual desktop configurations, we are unable to provide free support TBX in this environment. We can provide limited support with the help of our I/T Director. His rate is $110 per hour.

• Due to limitations within QuickBooks, B/S by class is unavailable. TBX exports  "P&L" Class codes only.
• TBX will not work with QBO (The online version of QuickBooks)
• It can not pull information from two fiscal years in one export.
• It cannot open multiple company files at the same time and do a consolidation.
• You cannot install TBX on one machine and QuickBooks on another. They need to be on the same drive to talk to one another.
• TBX only works with .QBW working files and not "Accountant" copies. A backup file  (.QBB or .QBM) will need to be restored to a .QBW first.

Yes!

TBX works fine in multi-user mode and operates without logging into the file after rights are set.

Export without P&L account classes:
Acct #, Full Acct Name, Acct Name, Acct Type, Acct Description, Tax Line and Amount

Export with P&L account classes:
Same as above with Class Name, Alias (Acct # w/class)

Delete undesired columns once in Excel.

• Export accounts with "Non-zero" balances only
• "Active" All accounts with activity during the period
• "All" accounts in the chart.