Registration and Log In Why should I register? How do I register for QuickBooks Community? Profile and Preferences What is my Profile? How do I configure my Profile? Personal Information Business Information What are Discussion Preferences? Login, "Remember Me" and Logout How can I log in to the QuickBooks Groups Community site? How can I log out of the QuickBooks Groups Community site? Lost Passwords and User Names What do I do if I forget my password? Navigating Forums and Discussions What is the difference between Forums and Discussions? How are Forums organized? How do I view a Discussion? What do the symbols in front of Discussion titles mean? How do I navigate within a Discussion? What are archived Discussions? How do I know where I am on the site?

Posting Messages How do I create a new Discussion? How do I post a message to a Discussion? How do I reply to a message? How can I include links in my message? Can I include pictures in my message? Can I edit my message after it's posted? Can I delete my message after it's posted? Can I email a message to someone else? Searching How do I search on the QuickBooks Community site? Solicitation Policy What is the solicitation policy on the QuickBooks Community site? Using Subscriptions, Bookmarks and Message Center What is a subscription? How do I cancel or change a subscription? What's the Message Center? Other QuickBooks Support Options What are the other ways I can get support for QuickBooks?

All visitors to the site can read Forums, Discussions and other content. However, only registered users may post new Discussions or reply to existing messages. Registration allows you to participate fully in the Forums on the Community site. Once you register you'll be able to:

• Post new messages
• Reply to existing messages
• Subscribe to Forums and Discussions
• Personalize your experience on the site

To become a registered member of the QuickBooks Groups Community, follow the steps listed below:

1. To register, click on 'Register for FREE' in the header of any QuickBooks Groups Community screen to display the New User Registration form.
2. Complete the registration form by entering information in the spaces provided.
   • Username. Your username will appear with each post that you make within the discussions, and will be used to login to the QuickBooks Groups Community. Your username is an important part of your online personality and your permanent identity within the QuickBooks Groups Community. You cannot change your username once it is assigned.
   • Password. Choose a password 6-32 characters long with no spaces. Passwords are case-sensitive.
   • Email address. You must provide a valid email address at registration. Note that you may keep it private from other Community members. Quickbooksgroups.com will abide by the privacy declarations as listed in our QuickBooks Groups Community Legal Agreement and Privacy Policy.
   • Name.
   • Zip code.
   • Products and Services Used. This will create product icons that will display with your posts. (*Optional)
   • Choose your industry.
3. Click on "Join the Community" after you have read and understood the Terms of Use. You will see the Registration Complete page where you may now click OK to return to the QuickBooks Groups Community home page or Preferences to manage your profile and other preferences.

Your profile controls what information other users can see about you, including your geographic location, industry, etc. Some items in the Profile are visible to other users only if you choose to make them visible. This includes your email address, last name and address. To personalize your profile, click the Preferences/Profile link on the left side of the screen under Community Tools.

1. Username. Always displayed; may not be edited.
   • First Name
   • Last Name
   • Last Name Privacy (check this box if you don't want other users to see your last name)
2. Your contact email address. This must be kept current.
   • E-mail Address Privacy (check this box if you don't want other users to see your e-mail address)
3. Change Password. Use this area to change your password.
4. Your Picture. If you've uploaded a picture for your Profile, it will be displayed.
5. Upload a New Picture. Click Browse to upload a new picture. This picture will appear in your posts as well as in your Profile.
6. Your geographic location. Use this area to let other users know where you are located.
7. Which QuickBooks products and services do you use?

User this area to tell other users about your business. (All information is optional.)

1. Company Name
2. Business Address 1
3. Business Address 2
4. Business City
5. Business State
6. Business Country
7. Business Zip or Postal Code
8. Business Phone
9. Business Website
10. Best way to reach you
11. What industry are you in?
12. Business Information

Discussion Preferences allow you to control the way Forums and Discussion lists appear, how Discussions and images are displayed, which users you wish to ignore, and which words are on your personal spellcheck list.

1. In a Forum, list discussions in this order. This controls the order in which Discussions are displayed within a Forum.
2. In a Discussion, list messages in this order. This controls the order in which Messages are displayed within a Discussion.
3. Discussions. This controls whether Discussions appear as conversational (in order by date/time posted) or threaded (replies to posts are indented). Here you can also choose either a plain html post box, or a user friendly WYSIWYG editor.
4. Images.
   • Show user pictures. Check this box if you want to see user pictures in posts and profiles. If you are using a slow internet connection, you may not want to use this feature.
   • Show image attachments within the message. Check this box if you want to see images within messages rather than link to the images. If you are using a slow internet connection, you may not want to use this feature.
5. Users to ignore. If there are users whose posts you don't want to see, enter their usernames in this box.
6. Personal Spellcheck. Words entered here will not be flagged when you use the Check Spelling button before you post a message. If you tell the spellchecker to ignore a word it has flagged, the word will automatically be entered here.

You can log in to the QuickBooks Groups Community in the header of any QuickBooks Groups Community page.

1. Enter your Username and Password in the spaces provided.
2. Click on

If you want the computer you are using to remember your username and password so that you do not have to enter them each time you return, check the box that says "Remember me on this computer." This causes your login information to be stored in a cookie on that computer so that each time you visit QuickBooksGroups.com you will automatically be logged in. You may not want to use this if you share your computer with someone else. You can log out using the "Log out" link in the header. If you do not use the "Remember me" feature, you should log out every time you are ready to end a session. If you use the "Remember me" feature, logging out will disable the "Remember me" feature. You'll be presented with the login screen when you return and have the option of using or not using "Remember me" again.

Please remember that even if you've registered at other Intuit websites you need to register separately at QuickBooksGroup.com. If you need assistance with your QuickBooks software password please visit our support site.

A Forum is a collection of discussions on a particular topic. A Discussion is a collection of messages on the discussion topic. Discussions are contained within Forums; messages are contained within Discussions. The Forums are organized into four general areas:

• QuickBooks Tasks: Pro & Premier - These Forums cover common functions and questions for QuickBooks Pro & Premier editions.
• Products & Services - These Forums cover specific QuickBooks editions and services such as Payroll and Merchant Service.
• Small Business
• Classifieds
• Industries - These Forums allow you to ask questions and share ideas and resources with other QuickBooks users in your industry.
• Expert Assistance

To view a discussion, click on the discussion title. Within the discussion there are messages posted by registered members participating in the discussion. Posted messages are displayed sequentially by date and time of entry, with the most recent message displayed at the end or in threaded format depending on your preference. The order in which messages appear can be changed in Profile/Preferences. The symbol preceding a discussion title indicates that there are messages in the discussion that you have not read. The symbol preceding a discussion title indicates that there are no messages in the discussion that you have not read. The symbol preceding a discussion title indicates that this particular discussion is closed to new posts. The symbol preceding a discussion title indicates that the discussion is important, and that the Community hosts recommend it to the forum's readers. You can scroll forwards or backwards in a discussion by using the "Next" and "Previous" links at the top and bottom of every discussion screen. Scrolling is done 25 messages at a time. Due to the high volume of activity in the QuickBooks Groups Community Forums and limited screen space, as discussions progress they are often archived. Discussions for each Forum that have been archived can be found by clicking on Archived Discussions at the top of the Forum. Archived discussions are read-only. At the top of every screen is a navigation trail. For example: The navigation trail represents where you are in the QuickBooks Groups Community Forums. You can click on a text link in the navigation trail to return to a previous location.

To create a new discussion, you must be a registered QuickBooks Groups Community member. Before creating a new Discussion please do a Search to make sure there's not already an existing Discussion on your topic. To create a discussion within a particular message board, follow the steps below.

1. Click on Add a Discussion at the top of the message board where you want the discussion to reside.
2. On the resulting screen, type a short descriptive title for the discussion.
3. Enter your opening message in the box under the title.
4. Click on to spell-check the message. This is optional but recommended.
5. Click on to post your message.

Note: Posts are ordered sequentially; the lower the post number, the older the posted message (unless a message has been moved by a Host). Responses make up the body of each discussion. If you want to add to a discussion, you must post a message. Only registered users may post messages in the discussions.
To add a message to a discussion click at the bottom of the discussion page (this button does not appear in Outline view).

1. Type the title of the message in the Title box. If you have clicked the reply link to another message, the title will be entered for you but may be edited.
2. Type the text of the message in the Post box.
3. There are some formatting tools under the post box. You may use these to enter text of a different color, use bold or italics, set off a quote, post a URL, etc.
4. Click to spell-check your message. This is optional but recommended.
5. If you would like, you may before you post.
6. When you are satisfied with how your message appears, click .
7. Your message will appear in the discussion after the most recent post. Your message will have the highest message number.

To reply to a specific message, click the icon on the right side of the title bar of the post being replied to and follow the steps above.
Once you have posted your message, you have 30 minutes to edit or change it. To edit your message once you have posted it, choose edit from the actions menu in your post. You will see the contents of your message in a post box where you can make changes before posting again. After 30 minutes, the edit option will no longer be available. Once you have posted to a discussion, your message becomes part of the discussion for others to view. To delete your message after posting it into the discussion, choose delete from the actions menu in your post. After 30 minutes, the delete option will no longer be available.
Note: Members can only delete their own posts. Hosts can and will delete posts that violate the Legal Agreement. Hosts may also move posts to a discussion where they would be better suited. If you read a message that you believe would interest someone else, we encourage you to email it to that person. Choose Email to friend from the actions menu in the post to display the email form. Enter your friend's email address and any comment you would like to make, and then click on Email This Message.

No solicitation in the forums -- meaning no advertising, promoting ones products and services or links to other sites. Exceptions include the following:

1. QuickBooks Solutions Market Place - You can link users to the Solutions Market Place where users can find products compatible with QuickBooks
2. QuickBooks Classifieds
3. You decide to blog on the QuickBooks Community site. The process is that you would submit a proposal for your blog, the proposal would be reviewed by our editorial team and if it is approved we will set you up so you can blog on the site. You can highlight your company name, etc. next to your blog. If you blog on the site, you are required to update your blog 2 times a week.

Subscribing to a Forum or discussion enables members to track and see all new messages in areas they're interested in. You can choose to view your subscriptions on the site, or you can have them emailed to you. Note: Email is sent to the address specified in the member's profile.
To subscribe to a Forum or discussion follow the steps below:

1. Click "Subscribe to this Forum" at the top of the Forum, or "Subscribe to this Discussion" at the top of the discussion.
2. Check one or more of the tracking and delivery options shown below:
   • Check Messages: Track and see new messages when you click in your Message Center page.
   • Email: Get an email message the first time a new message is posted.
   • Email Digest: Get an email digest of new messages, sent to you on a regular basis.
3. Click at the bottom of the page.

To display or update your subscription list, click on the Preferences/Profile link under Community Tools on the left side of any Community page. You can also access the Manage Subscriptions link at the top of the Message Center page. To cancel a subscription click Manage Subscriptions at the top of the Message Center page. Uncheck all options boxes next to the subscription you wish to cancel and click Set. The Message Center allows you to view new messages for Forums or discussions in your subscription list. You can access the Message Center by clicking "Message Center" in the Community Toolbar on the left-hand side of any Community page. The Message Center lists all new messages in subscribed-to discussions allowing you to choose which to read first. You can specify how often the Message Center refreshes with new messages by checking the box at the bottom of the Message Center.

For QuickBooks support please visit the QuickBooks Support site.

The mission of the QuickBooks Community site is to provide QuickBooks users with resources - a reference and gathering place to share and exchange ideas, ask questions and provide solutions to one another. The goal is to build a community of novice through expert users eager to ask and answer questions, share tips and advice and act as peer support.

Anyone may access the Community Forums and other content on the site. To participate in Forums and Discussions, however, you must be a registered member of the Community and have agreed to the terms of use identified in the Legal Agreement.

All Forums are "hosted" to ensure a high-quality, clean environment for the exchange of ideas, information and experiences. Hosts manage the Forums and Discussions and are responsible for maintaining the Forums by keeping discussions on track and assisting new participants.

All messages on the QuickBooks Online Community should be appropriate, friendly, informative and respectful. For further information please see the Legal Agreement.

Registration and Log In Profile and Preferences Login, "Remember Me" and Logout Lost Passwords and User Names Legal Agreement

Navigating Forums and Discussions Posting Messages Searching Using Subscriptions, Bookmarks and Message Center Other QuickBooks Support Options