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QuickBase: The Missing Manual by Nancy Conner

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What You Need to Get Started

When you say QuickBase, emphasize the quick—because it takes just a few minutes to create an account and start uploading your data. (Chapter 1 gives you details about how to get started with QuickBase and takes you for a spin around the site.) The following section covers the very basics of what you need to use QuickBase.

A QuickBase Account

Each person using QuickBase needs an account to use the service. Intuit offers several different plans, depending on how many users and how much storage space you need. You can even try QuickBase free for 30 days: Go to www.quickbase.com, look for the Free Trial section, and click the link that says, “Click here to get started.” Once you’ve created an account (Creating an Account), QuickBase starts your free 30-day trial. If you decide you like QuickBase, it’s easy to switch over to a billing program. Just click the “subscribe now” link at the bottom of your My QuickBase page.

Tip

You might get invited to join someone else’s QuickBase setup, even if you’re not yet a QuickBase user. In that case, you don’t need to worry about who created (or pays for) the billing account. All you have to do to accept the invitation is register with QuickBase; see Managing Your Account Information for details.

Browser Requirements

QuickBase comes packed with lots of modern Web page controls. To get the most out of your QuickBase experience you need to use one of the following Web browsers:

  • Internet Explorer 5.5 or later (on Windows PCs).

  • Any browser, Windows or Mac, based on Mozilla 1.6 or later, including Netscape 7.1, Firefox 1.6, and others.

    Tip

    To find out which version of a Web browser you’re using, open your browser and, on its menu bar, click Help→About.

    If you’ve got the right browser, you’re nine-tenths of the way there. Just a few other things to check for:

  • Make sure you’ve got JavaScript enabled. JavaScript lets your browser run programming code, making Web pages more interactive. (If you’re not sure whether your browser has JavaScript enabled, see the box in When Java(Script) and Cookies Don’t Mean a Coffee Break.)

  • Make sure that your Web browser accepts cookies. Cookies are small text files that a remote Web site downloads to your computer, which helps to customize your visits to the site. (The box in When Java(Script) and Cookies Don’t Mean a Coffee Break tells you how to set your browser to accept cookies.)

  • Check that your browser is SSL-compliant (it almost definitely is). SSL is all about security; it stands for secure sockets layer, and it means your browser can send and receive sensitive information over the Internet without giving away your secrets to anyone else. With SSL, data is encrypted (scrambled) and authenticated (unscrambled) using a secret key. That sounds like something out of a suspense novel, but all it means is that your information is secure. If you’ve ever bought anything from an online store, you’ve probably experienced SSL. To make sure that you’ve got a secure connection to QuickBase, make sure that the address in your browser’s address bar begins with https, not just http (the s stands for secure). You can also check for a little picture of a closed padlock in the lower-right corner of your browser; a locked padlock means the connection is secure.

    Note

    If you’re a Mac fan, QuickBase works best if you use Mozilla/Firefox as your Web browser. Right now, QuickBase doesn’t support Internet Explorer or Safari browsers on the Macintosh.

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