Technical Support - Quicken Legal Business Pro


About Quicken Legal Business Pro

Installing and Registering the Program

Working with Forms and Interviews

Printing and Exporting Documents

Web Updates

Technical Support & Contacting Nolo

Versions and Upgrading


About Quicken Legal Business Pro

What's new in Quicken Legal Business Pro 2014?

For Quicken Legal Business Pro 2014, we have:

  • Reviewed all documents, making updates when necessary.
  • Provided updated IRS forms, as available.
  • Included the most up-to-date versions of these books:
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    Is there a Macintosh version of Quicken Legal Business Pro?

    No, but you can install and use Quicken Legal Business Pro if you have a PC emulator (such as Virtual PC or Guest PC) on your Mac. Be aware, though, that this configuration is not supported by Nolo Technical Support.

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    What format are the ebooks in?

    The Nolo eBooks included with Quicken Legal Business Pro are in PDF, except for Starting and Running a Small Business, which can be viewed exclusively through the program's book reader.

    To read the books in PDF format, you must have Adobe Reader installed. You can download the most current version of Adobe Reader available for your Windows operating system from www.adobe.com.

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    Does Quicken Legal Business Pro contain residential leases?

    No. Quicken Legal Business Pro contains commercial leases, but not residential ones. If you need a residential lease, try these Nolo books: Every Landlord's Legal Guide, by Janet Portman and Marcia Stewart, or Leases & Rental Agreements, by the same authors.

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    Does Quicken Legal Business Pro include a durable power of attorney?

    No. Quicken Legal Business Pro does not contain a durable power of attorney, which is a document that lets someone act on your behalf even if you are incapacitated. It does, however, include a limited power of attorney that you can use to empower someone to make financial decisions for you for a specified amount of time or for a particular purpose. You can create a durable power of attorney with Nolo's Quicken WillMaker Plus.

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    Does Quicken Legal Business Pro connect to Intuit QuickBooks?

    No. Quicken Legal Business Pro is incompatible with QuickBooks.

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    Does Quicken Legal Business Pro back up my files?

    Yes, Quicken Legal Business Pro automatically creates a backup copy of your Business Pro portfolio every time you work on it. This file is kept in a folder in your My Documents (Windows XP) or Documents (Windows Vista, Windows 7 and Windows 8) folder called Nolo Documents Backup. As a precautionary measure, we suggest copying these backup files to an external medium (backup storage, external hard drive, flash drive, or CD/DVD) and storing them in a separate location. You can also change the location where Quicken Legal Business Pro stores backups. See the Users' Manual, Part 5.

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    Can I use the contracts in Quicken Legal Business Pro for business in other countries?

    No, we designed Quicken Legal Business Pro for use in the United States. So, while much of the general business information provided by the program may be relevant to your foreign business, you should not use its forms for business you do in other countries.

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    Installing and Registering the Program

    How do I install Quicken Legal Business Pro?

    To start the installation, insert the software CD into your computer's CD drive. Installation should start automatically. If it doesn't, do the following:

    • Navigate to your CD-ROM drive.
    • Double click the Setup file.
    • Follow the instructions that appear on the screen.

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    How do I register my copy of Quicken Legal Business Pro?

    You can register your copy of Quicken Legal Business Pro by choosing Online > Online Registration from within Quicken Legal Business Pro. If you're having trouble registering through the program, please contact us.

    Registering enables you to receive technical support.

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    How do I uninstall Quicken Legal Business Pro?

    Before you uninstall, make sure you have backups and/or printouts of your documents.

    To uninstall the program:

    Windows XP: go to Start > Programs > Quicken Legal Business Pro 2014 > Uninstall Quicken Legal Business Pro 2014.

    Windows Vista and Windows 7: go to Start > All Programs > Quicken Legal Business Pro 2014 > Uninstall Quicken Legal Business Pro 2014.

    Windows 8: right click the Quicken Legal Business Pro 2014 app, click Uninstall and follow the onscreen instructions.

    If you can't find the uninstaller, try one of these methods:

    • Use the Control Panel to uninstall
    • Find the Quicken Legal Business Pro 2014 folder on your computer and delete it.

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    Working with Forms and Interviews

    Can I add my company's logo or letterhead to forms?

    Yes. You can export any Quicken Legal Business Pro form to RTF (see below), open the RTF with your word processing program, and add your logo, header, or footer.

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    How do I save my completed IRS form to my computer?

    Most IRS forms included in the program are enabled with "document rights," a feature that allows you to save your filled-in form.

    If this feature is available, you'll see a document rights message box when you open an IRS form in Adobe Reader. Early versions of Adobe Reader will prompt you to download a newer version that will allow you to save.

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    What version of Adobe Reader do I need to use with Quicken Legal Business Pro?

    You need Adobe Reader 7 or higher in order to make use of all the features in the PDF files included in Quicken Legal Business Pro -- including saving completed IRS tax forms. To download the latest version of the free Adobe Reader, go to www.adobe.com.

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    How do I change the formatting of my documents?

    Generally, you will not need to change any of the default formatting for your documents. The attorneys at Nolo have checked the documents and verified that signature lines and witness lines appear as they are supposed to.

    That said, the program does allow you to change the font, line spacing, and margins of your documents. Choose File > Print Options or select Print Options from the Print Preview screen. Make your adjustments in the Print Options window and click OK. The changes will appear in the preview of your document.

    To restore the default settings at any time, return to the Quicken Legal Business Pro program window, choose File > Print Options. When the options dialog comes up, click the Use Defaults button.

    You can also export your document to a text file and edit your document in a word processor (see below), but it is safer to format your document using the options within Quicken Legal Business Pro.

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    Will Quicken Legal Business Pro verify my entries?

    Throughout the program, Quicken Legal Business Pro checks the data you enter and verifies that the data you enter is in the correct format and is spelled correctly. However, not all data is checked for formatting in this way. In particular, telephone numbers and zip codes are not checked for formatting (to allow for international phone numbers and extensions, and so on). Proofread your data before moving to the next screen.

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    How do I enter a foreign address?

    We designed Quicken Legal Business Pro for use within the United States, so many forms in the program do not allow you to easily enter a foreign address. If you need to enter a foreign address into your document, you can export the document to RTF (see below) and enter the address manually.

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    How do I open the government forms?

    To use the government forms included in PDF in Quicken Legal Business Pro, you need Adobe Reader, version 7 or greater, installed. You can download it for free from www.adobe.com.

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    How do I open the documents in the Documents Backup folder?

    To protect your backup files, you cannot open a Legal Business Pro portfolio while it's stored in the Nolo Document Backups folder. If there's a problem with your original Legal Business Pro portfolio, and you need to use the backup, copy the backup file and paste the copy into a different folder. Once it's outside the Nolo Document Backups folder, you'll be able to open it.

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    Printing and Exporting Documents

    Will Quicken Legal Business Pro documents print on my printer?

    Nolo has made every effort to ensure that Quicken Legal Business Pro documents will print correctly regardless of the printer you use. Nonetheless, printer anomalies can occur. If you encounter any problems when printing your documents, you can export your document and print it from your word processor. Please contact us to report the problem so that we can investigate and fix the problem, if possible.

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    How do I see an example of a document before completing a document interview?

    To see an example of a completed document:

    • Use the Document List screen to select the document you want to create.
    • Click the "example" link on the on the right side of the screen.

    This will open a completed version of the document, using fictitious data. (Your actual customized document might look different, based on the interview answers you provide.)

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    Can I print a blank document before completing a document interview?

    Your Nolo software creates custom documents based on your responses to document interview questions, so there is no blank template that can be printed. If you just want to see what a document looks like, you can view a document example (described above).

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    How do I print a copy of a document without also printing the signing instructions?

    To print out a draft version without including signing instructions:

    • Follow the program's instructions on completing and printing a document.
    • At the Print Preview screen, click the Print icon. You'll then see a Print dialog box.
    • In the Print Signing Instructions box in the lower right of the Print dialog, select No.
    • Click OK to send the displayed document to your printer.

    Exclude the signing instructions only if printing a draft copy. If it's the final version, print and read the signing instructions.

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    How do I print a draft of a document that won't be mistaken for the final, signable version?

    To print with each page clearly labeled as a draft:

    • Follow the program's instructions on completing and printing a document.
    • At the Print Preview screen, click the Print icon. You'll then see a Print dialog box.
    • In the Watermark box in the lower left of the Print dialog, select Draft.
    • Click OK to send the displayed document to your printer.

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    How do I print a copy of a document that won't be mistaken for the original version?

    To print with each page clearly labeled as a duplicate:

    • Follow the program's instructions on completing and printing a document.
    • At the Print Preview screen, click the Print icon. You'll then see a Print dialog box.
    • In the Watermark box in the lower left of the Print dialog, select Duplicate.
    • Click OK to send the displayed document to your printer.

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    How do I reset my print options to the default settings?

    While the program is running, select File > Print Options. Click the Use Defaults button to reset your print options.

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    What should I do if I get strange characters part of a page or nothing at all when I try to print my document?

    There can be several reasons for this.

    Printer driver. You may have the wrong printer driver selected. Check your printer setup and go to your printer manufacturer's Website to make sure you have the latest printer driver.

    Interference by other software. Some programs alter the printer setup with special format commands or fail to reset a printer to its default settings when finished. Try resetting your printer by turning it off and then on again before printing from Quicken Legal Business Pro.

    Network printers. If your printer is part of a network, the network itself may have special commands. Your system administrator may need to alter some settings.

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    What should I do if I get error messages or the program crashes/freezes when I try to print or display my documents?

    Check that you have the current version of software by running Web Update. For more on running Web Update, see "How do I keep Quicken Legal Business Pro current and up to date?" below.)

    Get the latest printer driver. Check your printer manufacturer's Website to make sure you have the current version of your printer driver.

    The program's registry settings may be corrupt. To fix this, start the program while holding down the CTRL key. Doing this will reset the program's registry settings to their default values.

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    Why does my printed document look different than the document preview?

    The appearance of a completed document in Quicken Legal Business Pro's Print Preview window might not exactly match the appearance of the printed document -- line breaks, page breaks, and the number of pages may differ in the actual output from the printer.

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    Why can't I print a document before I'm finished with the interview?

    The output of most documents depends on the answers you give in the interview. So, for most forms, you must complete the document interview before you can print out a document.

    If you decide to change answers for a completed document, you may need to step through the entire interview and review all of the interview screens before you can print out that document.

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    How do I export Quicken Legal Business Pro documents to a word processor?

    After you've completed a document, you can export it, saving it as a rich text file (RTF). Once it's an RTF, you can open it with a word processing program. Use this feature if you:

    • are having problems printing directly from Quicken Legal Business Pro, or
    • want to view your document on a computer that doesn't have Quicken Legal Business Pro on it.

    If you alter a document, we cannot guarantee its legal validity. As such, we strongly discourage using your word processor to edit or change the wording of an exported document.

    To export your completed document:

    • Click Export to Word Processor at the Congratulations screen (or the Export icon at the Print Preview screen).
    • Click Continue at the prompt explaining why you shouldn't revise the exported document. This opens the Export Document dialog box.
    • Name the exported file.
    • Select the file type for the exported document: either Rich Text Format (RTF) or ASCII Text (TXT). If your work processor can read RTF files (most do), select that file type. It contains more formatting.
    • Click Save.
    • Click Yes to open the exported file with your word processor.

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    What program do I need to open my exported RTF file?

    If you choose to export a completed document to RTF, it's best to open and print it with Microsoft Word. If you use a word processor other than Microsoft Word, your document may have problems (such as missing formatting, incorrect page numbering, missing signature lines and so on) that you will need to correct manually.

    These problems will not occur if you view and print your document from Quicken Legal Business Pro or if you use your exported files with Microsoft Word or Word Viewer. (You can download Word Viewer for free from Microsoft.com's Download Center.)

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    How should I name my exported RTF?

    If you choose to export your documents to an RTF or text-only file, be careful to give your files unique names. Otherwise, if you have already exported a document of the same kind, you run the risk of overwriting the previous export file.

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    How do I fix problems with hash marks (////)?

    Many documents have lines of "////" at the end of a page; these are called hash marks. Hash marks are both a precaution and a legal necessity -- they prevent someone from inserting additional contract language into a blank space in a document after you have signed it. Specifically, hash marks are used when the page that precedes the document's signatures contains less than a full page of text. Quicken Legal Business Pro has built-in formatting that forces certain blocks of text to stay together on the same page.

    Occasionally, the program miscalculates the length of the hash marks, leaving you with a page with very little text except the hash marks. You can usually fix this problem by making slight adjustments to your print margins in the Print Options dialog. (For example, the standard bottom margin is 0.45 inch; changing it to 0.6 inch will usually correct the problem.)

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    Web Updates

    How do I keep Quicken Legal Business Pro current and up to date?

    To keep your program up to date, periodically run the Web Update feature of Quicken Legal Business Pro. Within the program, select Online > Web Update. Your computer needs to be connected to the Internet to run Web Update.

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    What should I do if I am having trouble using Web Update?

    If you are running Windows Vista, Windows 7 or Windows 8: Due to increased security measures in Windows Vista, Windows 7 and Windows 8, when the update finishes you will see a user access control dialog. Click Continue (on Vista) or Yes (on Windows 7 or 8), or enter an administrator password as prompted.

    If you use a firewall and security application and receive warnings, you'll need to "allow" or add "fl.nolo.com" to the trusted site list.

    If, after adding fl.nolo.com to the trusted site list, you still are unable to complete the update, you may need to turn off your firewall program. Once the update is downloaded and installed, you can turn your firewall back on.

    If you are a Windows XP Service Pack 2 or Service Pack 3 user, the built-in Windows Firewall feature could prevent you from using Web Update. When you use Web Update, if you see a Windows security alert that asks you whether you want to block or unblock your Quicken program's Internet connection, select unblock. Once you have unblocked the Quicken program, you should be able to download future Web updates.

    If you are trying to update behind a corporate proxy server and get various error messages, you won't be able to use Web Update. Web Update was designed for the home user with a basic firewall. Unfortunately, we cannot support proxy servers and other corporate VPN security configurations.

    If the problem persists, please contact us and include the following details to expedite a solution.

    • How are you connected to the Internet (modem dial-up, DSL, etc.)?
    • What version of Windows are you running?
    • Who is your Internet service provider?

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    What should I do if Windows XP won't let me run Web Update?

    If you use Windows XP and you try to use Quicken Legal Business Pro's Web Update feature, you may get an error message if you do not have the required administrator privileges to install program files. If this happens to you, you will need to switch to a user with administrator privileges or have your system's security settings changed. If necessary, contact your network administrator or read Windows documentation on changing security settings.

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    How do I run Web Update if I use Windows Vista, Windows 7 or Windows 8?

    Due to increased security measures in Windows Vista, Windows 7 and Windows 8, you will see a User Access Control dialog when the update finishes. When you see this dialog, click Continue (on Vista) or Yes (on Windows 7 or 8), or enter an administrator password as prompted.

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    Technical Support & Contacting Nolo

    What should I do if I have a problem using Quicken Legal Business Pro?

    Step 1. Review the information that came with the program.

    The following resources may help:

    • the Users' Manual
    • the program's Help menu, and
    • this FAQ document.

    Step 2. Run Web Update.

    We may have already detected the problem and corrected it in the latest version of the program. To make sure that you have the latest version, run Quicken Legal Business Pro and select Online > Web Update. If you don't have Internet access, contact Nolo's technical support staff. (See step 3.)

    Step 3. Contact Nolo's technical support staff.

    If the problem persists, please contact us. Please provide as much information as you can about the problem, including:

    • the name of the program
    • the program version (To find this information, run Quicken Legal Business Pro and select Help > About Quicken Legal Business Pro 2014.)
    • any error messages, and
    • details about what you were doing with the program when the problem occurred.

    The following information about your computer may also be helpful:

    • operating system (for example, Windows XP Home)
    • processor type (for example, Pentium III, 500 Mhz)
    • RAM (for example, 128 MB)
    • video card information, and
    • printer model.

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    When does technical support for the product end?

    Technical support is available to registered users of Quicken Legal Business Pro 2014 through December 31, 2014. You can register your copy of Quicken Legal Business Pro by choosing Online > Online Registration.

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    Can Nolo answer my legal questions?

    Nolo is unable to answer legal questions. If you have legal questions, first search for answers within the program. If you can't find the answer there, contact a lawyer.

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    Versions and Upgrading

    Why should I update to the current version of Quicken Legal Business Pro?

    Laws change frequently and, we update our products accordingly, so we strongly recommend that you keep your software up to date by running Web Update frequently and by upgrading to the most current version of Quicken Legal Business Pro.

    Visit our online store to order the current version of Quicken Legal Business Pro.

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    How can I tell which version of Quicken Legal Business Pro I have?

    Start Quicken Legal Business Pro and select Help > About Quicken Legal Business Pro 2014 to see the version number. To see version info for specific program files, click the Version... button.

    If you can't get the program running, navigate to the program folder for Quicken Legal Business Pro 2014 and find the "QLB.EXE" file. Right click the file, select Properties, and click the Version tab, where you'll find it listed.

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    I am upgrading to Quicken Legal Business Pro 2014. Do I need to uninstall the older version first?

    No. In fact, you should keep your old version of Quicken Legal Business Pro until you have successfully opened and converted all of your documents files with the new version. Here's how:

    To play it really safe, back up your Quicken Legal Business Pro documents files on to a CD-ROM, flash drive, or other external medium. Then, install Quicken Legal Business Pro 2014. When this is done, start the program and open your most recently used Business Pro documents file. If you've created any other Business Pro documents files, open them as well.

    Once a pre-2014 Business Pro documents file has been opened and converted to the 2014 portfolio format, you will not be able to open it again with the old version of the program with which it was created. (For more on opening documents files created with older versions, see the Quicken Legal Business Pro Users' Manual Part 5.)

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    Are documents made with previous versions compatible with the most current version of Quicken Legal Business Pro?

    Yes. Quicken Legal Business Pro 2014 is an update of the following programs: Quicken Legal Business Pro 2013, 2012 2011, 2010, 2009, 2008, 2007, 2006, 2005 and 2004, Quicken Lawyer 2003 Business, and Quicken Lawyer 2003 Business Deluxe.

    Document files from these older versions can be used with Quicken Legal Business Pro 2014.

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