QXpress Blog

Please ensure, before purchasing QXpress, that your version of QuickBooks has the ability to synchronize with third party software (such as QXpress). You can find this out by selecting 'Edit', then 'Preferences' in QuickBooks, then locating the ‘Integrated Applications’ option. This functionality is essential to the synchronization of your customer and item data between QuickBooks and QXpress. ‘EasyStart’ versions of QuickBooks do not have this functionality.

Did you know you can change the price, crew, invoice type, or even reschedule multiple services directly from the calendar by going to Activities > Selected Jobs/Charges?

Still have questions? You can access our tech articles (without deplenishing your support minutes) by going to "help > search techknowledge articles" within the QXpress software.

Enter custom field values with one click of a button!  By going to Tools > Marketing > Custom Field Updater you wil be able to insert a value into a custom field for all customers.

Did you know that prices of services that have been renewed for the new season can be updated by going to "Tools > Renewal Center > Reset Prices"?

Did you know that you can set default settings for your individual services?  To do so go to “Lists > Charge Description List”, Select Your Service, then select “Advanced”.  This will allow you to set things such as default job instructions, other services attached to this service, or default crews.

Did you know that Enterprise customers can setup a daily backup of their QXpress SQL database? To do this, go to “File > Setup Automatic SQL Server Backup”.

For more information regarding the backup, or restoration, of your QX Enterprise SQL database, please view the following tech article: www.qxpress.com/techknowledge.aspx?i=983

Did you know that you can download the latest version of the software, as well as updating your QXpress keys/passwords when installing QXpress on a new machine, from the customer portal at customer.qxpress.com?

Please have your QXpress username, as well as your contact email address that we have on file, available when logging into the customer portal.

Did you know that there is a repository of templates that have been shared by our QXpress customers? They are available by clicking on the ‘download template’ button on any of our template selection screens (reports, route lists, work orders or invoices). These templates have either been created by our Support Team, or by real customers using our software. They can be used ‘as-is’, or with whatever customization you feel is necessary to port the templates to your business needs.

Though user-created templates are not supported by the QXpress Support team, they can be a great timesaver when used instead of building your own new template ‘from scratch’.

Did you know that many of the screens within the QXpress software have a “Help For This Screen…” link? This link will direct you to a helpful tech article, written by our Senior Support staff, specific to the QXpress screen that you are on.

The QXpress Support team does not have access to, or keep in storage, your QXpress database(s) and/or backup(s). Please backup your database on a regular basis, both in a location that you will remember and with a logical naming convention.

To back up your Access database (QXpress Standard, Gold or Platinum), please click through the following link: http://www.qxpress.com/ColdFusion/index.cfm?fuseaction=TechKnowledge.Menu2&id=24&sFilter=QXPRESS

To back up your SQL database (QXpress Enterprise), please click through the following link: http://www.qxpress.com/ColdFusion/index.cfm?fuseaction=TechKnowledge.Menu2&id=983&sFilter=QXPRESS

As part of our ongoing efforts to ensure you receive the best support possible, we have just completed a thorough audit of our Technical Articles and Troubleshooting Trees.   All the articles have been reviewed to ensure the most up to date and detailed information is available.  We have removed any articles that are no longer of relevance, and added additional documentation where needed.

Our goal is to ensure you have extensive self-help resources available 24/7 including the most up to date information possible.  If you haven't used these sites lately, I encourage you to check them out today!

We will continue to update the information on a regular basis going forward.  Have a topic you would like to see added to our documentation?  Please let us know!  Email us at  This e-mail address is being protected from spambots. You need JavaScript enabled to view it