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Set, Change Or Remove Closing Date And Closing Date Password In QuickBooks

Discover how to stop other QuickBooks users from creating any adjustments prior to accounting period employing a closing date and closing date password. You do not have to close books as part of year-end procedures in your QB desktop accounting software. Nonetheless, it lets you to limit access for a closed accounting period.  For that, you need to establish a closing date and closing date password. We recommend that you call on the toll-free USA QuickBooks Enterprise Support Phone Number +1-888-551-1563 for creating Closing date and Closing date password.

But if you want to learn more about QuickBooks Closing Date and Closing Date password or how to set them manually, keep reading this article.

Set Closing Date Password

When you set up closing date password for your QuickBooks, it will start requesting for the password each time anyone attempts to save any changes. These changes are what most people are concerned about as they can modify the balance of the closed accounting period. You will be required to enter the password for adding, deleting or editing transactions within the closed interval. You can contact us if you want to know about the advantages and disadvantages of the closing your books as part of year-end procedures.

It is possible to change the closing date password in the future if you want. You can easily get rid of the closing data password by logging in as the Administrator of the Company file. You can change the password if you lost it or forgot it.

  • Open your QuickBooks account and go to the Edit menu, click on Preferences.
  • Now, click on Accounting.
  • Go to Company Preferences, choose Set Date/Password.
  • Select the closing date.
  • Now, enter the closing date password.
  • Click on OK to close the Set Closing Date and Password screen.
  • Click on OK to close the Preferences screen.

If you want to remove the closing date password:

  • First of all, log in as the QuickBooks Admin.
  • Get rid of the encrypted password in the Set Closing Date & Password.

Follow The Steps Carefully or Contact Our QuickBooks ProAdvisorsWe hope that you were able to learn more about QuickBooks Closing Date and Closing Date password by reading this article. If you cannot understand any particular step or statement, get in touch with the QuickBooks ProAdvisors of supportforerror. If you are facing any problem or if you are not able to add the QuickBooks Closing date, let us know by calling the reputed QuickBooks  Support Phone Number +1-888-551-1563. We are available round the clock to provide Intuit QuickBooks support services to QuickBooks users around the globe.

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Recreate A Missing E-Payment In QuickBooks Desktop

QuickBooks is a comprehensive software for handling and tracking your business transactions in a more efficient and reliable way. It has reigned over the bookkeeping fraternity for some years now. Intuit boasts of having a customer base in millions because of their impeccable QuickBooks Support services. Supportforerror is home to thousands of error troubleshooting guides and detailed guides on QuickBooks features. In this article, we are talking about how you can Recreate A Missing E-Payment In QuickBooks Desktop.

If you are looking for the support line number to contact the QuickBooks Support Team then dial the QuickBooks Customer Service Phone Number +1-888-551-1563.

Problem That You Are Facing

You have just done an e-payment utilizing QB Desktop Payroll subscription which is currently active. You are facing liability as being owed in the Pay Scheduled Liabilities tab. You can run into this because of:

  • The e-payment liability check is unable to post to your register or it is getting blocked.
  • You are trying to restore a backup file which you created prior to doing this e-payment.
  • Trying to void an e-payment after it has been successfully transmitted to Intuit servers.

How To Fix This?

We recommend that you let the QuickBooks Experts take care of this issue for you. Why waste your time and energy when the Experts are available round the clock to provide you assistance. If you want to do it manually simply follow the steps given below:

Recreate the missing e-payment as a liability check:

  • First of all, set up a custom (unscheduled) liability payment on your QuickBooks desktop payroll.
  • Head to the View/Pay button and click on it. Now, choose “Check” as a substitute of “E-payment” to record the payment in QB desktop. You won’t be able to e-pay it twice.
  • Unmark the “To be printed” checkbox.
  • Go to the .No field and choose to Add a note.
  • Now, check once again.

Follow The Steps Carefully or Contact Our QuickBooks ProAdvisorsGet QuickBooks Tech Support Services 24×7

As you may know now that the support line numbers for supportforerror are active round the clock and we provide Intuit QuickBooks Support services for all the QuickBooks versions and editions. Talk to us immediately, call on the QuickBooks Support Phone Number +1-888-551-1563 and receive unlimited Tech Support Services.

You can also get QuickBooks Training from some of the best QuickBooks Experts from all over the world. Just click on the QB Chat Support icon and fill it with an appropriate response.

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Change A Merchant Account From Weekly To Monthly Limits In QuickBooks

QuickBooks is powerful and dynamic accounting software with many accolades to its name. It has successfully reigned over the accounting fraternity for over a decade. This popularity of QuickBooks amongst bookkeepers, small and mid-sized business is because of the state of the art features and unparalleled Intuit QuickBooks Support Services. Supportforerror is the hub for detailed guides for QuickBooks features and solutions for all QuickBooks errors and issues. In this article, we are covering how to Change A Merchant Account From Weekly To Monthly Limits In QuickBooks.

Change A Merchant Account From Weekly To Monthly Limits In QuickBooksYou can get in touch with the QuickBooks ProAdvisors if you want to quickly change a merchant account by dialing QuickBooks Customer Service Phone Number +1-888-551-1563. Otherwise, just read this article and the steps very carefully and then implement them on your QuickBooks without thinking twice.

You can choose to apply these changes to the merchant service accounts which do not have a doing-Business-As (DBA) name. Only they are put in the weekly processing classification.

In case, you have configured your account for a weekly limit, you can check this in Card Processing Limit description. You will also be able to view the amount which you are limited to processing.

If you want to change it to a monthly processing limit, you will need to add the DBA to your account. But if you would like to keep the weekly processing limit but still require to add your doing-Business-As (DBA) name, call us on our QuickBooks Customer Service Number +1-888-551-1563.

  • Go to your Merchant Service Center and add the DBA.
  • Head to the Account menu and click on the Account Profile.
  • Now, navigate to the AccountHolder/Business Information segment and select the Change button.
  • Fill in all the respective fields with correct information.
  • Click on the Submit button for completing the process.
  • If you need more information about the process, get in touch with the QuickBooks Experts.

Note: We will manually review your request and it can take up to 72 hours to process it.

Follow The Steps Carefully or Contact Our QuickBooks ProAdvisorsGet QuickBooks Technical Support Services, 24×7, USA

In the situation, you are stuck on any step while changing a Merchant Account from weekly to monthly limits in QuickBooks, pick up your phone and connect with the QuickBooks Experts of supportforerror. Call QuickBooks Support Phone Number +1-888-551-1563 for premium uninterrupted QuickBooks Support services.

We are certified by Intuit and are also the top-rated QuickBooks Tech Support Team in the USA. Get quick solutions for all QuickBooks Error Codes from Live QuickBooks Chat Support.

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Change Customer Email Settings For Recurring Payments

QuickBooks is now the top-notch Accounting and Inventory Management software for small and mid-size businesses. It is now ranking the charts for the most downloaded Bookkeeping software. Supportforerror provides you latest news and helpful articles for all the versions and editions of QuickBooks. In this article, we will discuss how you can Change Customer Email Settings For Recurring Payments. Whenever your QuickBooks processes a scheduled payment for one of your customers, recurring payments automatically sends an email to your customer. In case, you do not wish to send the email to your customers for each individual payment, QuickBooks allows you to turn off all customer emails.

Change Customer Email Settings For Recurring PaymentsHow To Turn Off Customer Emails?

You can contact the QuickBooks Experts and they can take care of this for you or you can do it manually by following the steps given below:

  • If you utilize standalone recurring payments, login into your Merchant service center. But if you utilize recurring payments within QB, head to the “Customers menu”.
  • Choose “Credit Card Processing Activities” and select “Set Up Recurring Payments”.
  • Tap on “Settings”.
  • Now, we will be setting customer email preference. Go to “Email my customers each time they’re charged and enable customer notification upon payment setup”.
  • Select “Yes” if you want your QuickBooks to automatically send an email to your customers a confirmation for all the payments. You can send a notification to all customers whenever you setup a new recurring payment.
  • Click on “No” if you want to end all customer emails. Your customers will not get any email when their payments are getting processed. You won’t get the notification option when you decide to create a new recurring payment.

Follow The Steps Carefully or Contact Our QuickBooks ProAdvisorsGet QuickBooks Help & Support 24×7

You can contact us by calling on the 24×7 QuickBooks Technical Support Number +1-888-551-1563. Our Intuit QuickBooks Support Team consists of QuickBooks Experts who have years of experience and have helped millions of QuickBooks Customers. You can rest assured that all your questions and queries will be answered with patience.

You can also reach us via the QuickBooks Live Chat Support service which is available on our website.

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Error: Your System Has Only xxxMB Free Memory

Are you encountering the QuickBooks error message on your screen which says that you do not have enough memory for installing the QuickBooks accounting software?

You get this error on your computer screen when you attempt to install QuickBooks desktop. The error Your system has only xxxMB of free memory. QuickBooks requires at least 1GB of free memory appears on your screen where xxx denotes the free memory on your computer. This error message usually pops-up on your computer if it has less than 1GB of storage space which is the minimum requirement.

Call on the QuickBooks Customer Service Number +1-888-551-1563 to get premium QuickBooks Support Services from the Intuit certified QuickBooks ProAdvisors.

How To Fix Your System Has Only xxxMB Free Memory Error?

There are two different solutions for this error. Choose the one which is suitable for your situation or contact the QuickBooks ProAdvisors.

Follow These Steps If You Are Using A Downloaded Installer

  • Hit Windows + R keys on your keyboard to open the Run utility.
  • Now, click on the search field and Type %temp%.
  • Click on the OK
  • Search for the folder which was created by the setup.
  • You must make a copy of the QuickBooks folder on your Desktop screen.

Note: Make sure that the name which you give to the folder corresponds to the version of QuickBooks that you are using, i.e. QuickBooks Pro, QuickBooks Premier or QuickBooks Enterprise.

  • Open the QuickBooks folder and right-click on the QBooks, choose Open.
  • Look for Framework.xml file in the folder and right-click on it. Choose Edit in the drop-down menu. You should be able to open this file in notepad.

Note: If you are not able to locate the file in the %temp% folder, open the QB installer once more. In the Welcome To QuickBooks window, choose Cancel. You will be able to locate the extracted version of the installer inside the temp directory.

  • Search for MinRequirements.
  • Now, modify 1000MB to 0MB.
  • Go to the File menu again, choose Save.
  • Head back to the main installation folder from the current screen.
  • Open Setup.exe and let the process get completed.

Follow These Steps If You Are Installing From A CD

  • Open the CD folder and copy all the contents including QBooks and ThirdParty to a folder on your desktop.
  • Now, open the QBooks folder from your desktop.
  • Look for the xml file and right-click on it. Choose Edit from the menu. The file will open in the Notepad.
  • Search for MinRequirements.
  • Now, modify 1000MB to 0MB.
  • Go to the File menu again, choose Save.
  • Head back to the main installation folder from the current screen.
  • Open Setup.exe and let the process get completed.

Follow The Steps Carefully or Contact Our QuickBooks ProAdvisorsQuickBooks Technical Support Phone Number 24×7 USA

We hope that your QuickBooks is running properly now. If the above steps don’t help then you can contact the QuickBooks ProAdvisors of supportforerror. Dial the toll-free QuickBooks Support Number +1-888-551-1563 immediately to avail the Intuit QuickBooks Support Services. You can also get instant support services by using the QuickBooks Chat Support Service.

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How To Create An Automatic Recurring Payment (Check) In QuickBooks?

Do you send regular and fixed payments to your Vendors? If you do so, you should think about setting up recurring payments in your QuickBooks. It is not an absolute must and you can choose to keep on making these payments manually or you can automate the process to save your time and efforts. The process to set up recurring payments for your vendor(s) in QuickBooks is very simple and easy to implement. You can do it manually or you can take help from the Intuit certified QuickBooks ProAdvisors of supportforerror. Connect with the QB Experts if you facing any issue with your QuickBooks or if you need assistance with any feature via their 24×7 QuickBooks Customer Service Phone Number +1-888-551-1563 to get QuickBooks Support Services.

For a step-by-step guide on how to set up recurring payments in QuickBooks, read this article to the very end.

Steps For Creating An Automatic Recurring Payment In QuickBooks

Step 1: Look For An Existing Check, Or Create A New One

In case, you have previously created a check for the said vendor with the total amount that you need to pay, look for the check from any of the following:

From the Register:

  • Open your QuickBooks and go to Banking Select Use Register or press the keys Ctrl and R on your keyboard.
  • If you are using multiple accounts, click on the suitable bank account.
  • Look for the check and double-click on it for memorizing.

From the Check Detail report:

  • Open your QuickBooks and go to Reports tab from the top.
  • Go to Banking > Check Detail.
  • You can also choose to filter all the transactions. Set the Transaction Type to Check. Set Name to All Vendors.
  • Search for the check which you wish to memorize and double-click on it.

From the Vendor Center:

  • Open your QuickBooks and go to Vendors > Vendor Center tab from the top.
  • Head to the Transactions window and select
  • Search for the check which you wish to memorize and double-click on it.

If You Have Not Created A Check Yet

  • Choose Banking and press the keys Ctrl and W to open the Write Check
  • Write the checks as you want them to show.
  • Choose Save & Close.

Step 2: Memorize The Check

  • Go to the check window and press Ctrl and M keys on your keyboard to Memorize.
  • Click on the reminder button.
  • Go to the How Often field and select a frequency for the reminders. You can choose between monthly, weekly, daily, etc.
  • Go to the Next Date field and select a date on which you want to send the next payment on.
  • Head to the Number Remaining field and provide the number of payments you want QuickBooks to enter.
  • Go to the “Days In Advance To Enter” field, choose how many days in advance you want your QuickBooks to remind you of the transaction.
  • You can enter 0 for posting on the day of choice.
  • Click on the OK button for memorizing the transaction.
  • You will be sent to the “Write Checks” window.
  • Unmark Print Later option if your check is auto-pay.
  • You also have the option to change the check number to Autopayment or Epay.
  • Click on Save & Close.

Now, you will get a reminder according to the days that you selected to create the check or print it.

Follow The Steps Carefully or Contact Our QuickBooks ProAdvisorsNeed Help With Your QuickBooks?

Do you need any or assistance in setting up automatic recurring payments or any other error? Connect with the QuickBooks Experts of supportforerror without thinking twice. They will not only help you over a remote connection but also show you how you can make your QuickBooks more efficient. Dial the authentic QuickBooks Support Phone Number +1-888-551-1563 to receive Intuit QuickBooks Support Services today.

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How To Make Tax Payments Electronically Using QuickBooks?

In this day and age, rarely anybody uses cash for making tax payments. You can use QuickBooks to make electronic tax payments and the process is very simple. Intuit QuickBooks enables you to handle your electronic tax payments via the Electronic Federal Tax Payment System (EFTPS). You can either choose to manually set the electronic payments or call the QuickBooks Technical Support Phone Number +1-888-551-1563 and let the QuickBooks Experts handle the setup process.

We at supportforerror, provide in-depth articles on how to manage and utilize QuickBooks features. In this article, we are covering the process of making tax payments electronically.

Sign Up For Electronic Services

The process is very simple; firstly, you have to sign up for the electronic services.

  • To sign up for the service, go the left side of the navigation bar.
  • Now, head to Taxes > Payroll Tax > Pay Taxes.
  • A list will appear on your computer screen which will have a list of all the taxes that your business has to bear.
  • Click on Create Payment which will be next to tax that you want to pay.
  • You will be asked to verify the information that you have entered.
  • If all the information is correct, click on Approve.
  • Intuit will start processing the tax payment.

Viewing Your Past Tax Payments

We are hoping that you are able to create tax payments in your QuickBooks from the steps given above. You can also check the tax payments that you have done in the past. Simply, follow the steps given below:

  • Open your QuickBooks and go to Taxes & Forms.
  • Click on View Tax Payments by going into the overview menu.
  • Choose Reports
  • A list will appear on the desktop which will contain a list of all tax payments.
  • Go through the information to make sure that the data is accurate.

Follow The Steps Carefully or Contact Our QuickBooks ProAdvisorsWhat You Should Know About Electronic Tax Payments?

The QuickBooks ProAdvisors recommend that you read the following things about making electronic tax payments in QB. IRS had made it compulsory to use EFTPS to make federal tax payments. From 2011, the use of EFTPS is mandatory. IRS took this decision to reduce the number of mistakes and provide high accuracy and reliability.

It is important that you approve the payment at least two days before the payment day so that you do not have to pay any penalty charges. You can go through the basic information like dollar amount, date of withdrawal and your EFTPS account number.

Get Instant QuickBooks Support For Electronic Tax Payments

Intuit QuickBooks Tech Support Providers of supportforerror are readily available to provide instant solutions and answers for all your QuickBooks issues. We have a separate QuickBooks support line which is the QuickBooks Technical Support Number +1-888-551-1563 for QuickBooks issues and errors. For the QuickBooks users who cannot stay over a phone call, you can use the QuickBooks Chat Support Service. Just go to the bottom-right corner of the screen and click on the chat icon. Fill it up with your information and click on submit to connect with us.

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QuickBooks Error OL-307: How To Resolve?

QuickBooks is one of its kind platform for managing the financial side of the business. You have multiple versions to choose from like QuickBooks Pro, QuickBooks Premier, QuickBooks Enterprise, QuickBooks Payroll, and QuickBooks Online. Sometimes the QuickBooks users face a few errors like the QuickBooks Error OL-307 while sending an online bill payment. Waste no time and quickly call on the USA QuickBooks Tech Support Number +1888-551-1563 and we will help you in resolving the QuickBooks Error OL-307.

QuickBooks Error OL-307The error message on your screen will be:

“The account number for the specified account was not recognized OL-307”

Why Are You Facing The QuickBooks Error OL-307?

In most cases, the user faces error when their Financial Institution (FI) has deactivated the Online Bill Pay facility for the account or maybe it was never activated.

Try to deactivate and reactivate this service.

How To Deactivate Online Bill Facility?

  • Open your QuickBooks and go to the Lists
  • Click on Chart Of Accounts.
  • Right-click on the Account tab and choose Edit Account.
  • Go to the Edit Account window and choose the Bank Feed Settings
  • Now, select the Deactivate All Online Services
  • Finally, tap on Save & Close.

How To Reactivate Online Bill Facility?

  • Open your QuickBooks and go the Banking
  • Click on the Bank Feeds
  • Now, choose to Set Up Bank Feed for an Account.
  • This message will appear on your screen, “All open QuickBooks windows will be closed temporarily to set up online banking services. Do you want to continue?”
  • Choose your QuickBooks account and select
  • Type in QuickBooks Bill Pay – New! as a new name for your financial institution.
  • Click on OK.
  • Now, type in your QuickBooks Bill Pay customer ID and PIN.
  • Make sure that you are entering the right PIN.
  • Click on Sign In.
  • Choose Finish.

Follow The Steps Carefully or Contact Our ProAdvisorsHow To Get QuickBooks Technical Support Services?

These are all the solutions that the Intuit certified QuickBooks ProAdvisors of supportforerror recommends for fixing the QuickBooks Error OL-307. The QuickBooks ProAdvisors are exceptionally talented and reliable experts who have been working on QuickBooks for many years.

You can contact them without hesitating via their direct line number and the QuickBooks Live Chat support. Call on the QuickBooks Customer Service Phone Number +1888-551-1563 to get connected with the QuickBooks Experts. Our services can be availed 24×7 from any corner of the world.

Call us today!

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How To Record A Credit Memo Or Refund In QuickBooks Desktop?

One of the most successful tactics to always keep your customer list flourishing and keeping the current customers happy is to give them credit for a return or service issue. QuickBooks allows you to create credit memos or issue a refund check in simple steps. In this article, we will be covering how you can issue the credit memo or refund in QuickBooks for both Windows operating systems and mac.

If you are facing any issue while recording a credit memo or issuing a refund check, contact the QuickBooks Experts of supportforerror on their toll-free QuickBooks POS Technical Support Phone Number +1-888-551-1563. Do not think twice as the QuickBooks support services can be availed any hour of the day as they are available round the clock.

Credit Memo Refund Check
·      Credit memos are utilized for returning a product that the customer has paid for.

·      You can either choose to issue the credit amount as a refund or you can also retain in the account of your customer.

·      You can choose to apply this credit amount in the next invoice that you create for the customer.

·      Credit memos enable you to keep a track of sale, payment and return item.

·      Refund checks are mostly used by QB users in the case when there is an overpayment. The customer will ask for a refund.

How To Create A Credit Memo In QuickBooks?

  • Open QuickBooks and head to the Customers Menu and click on Create Credit Memos/Refunds.
  • Now, go the Customer: Job drop-down and choose the customer for which you want to create a Credit Memo.
  • In the line item section, enter the items which are returned.
  • Click on Save and
  • In the Available Credit screen, select these:
    • Retain as an available credit – QB will automatically fill in a negative amount in you’re A/R register. You can use this amount for the payment of another transaction.
    • Give a refund – QuickBooks allows you to refund the amount in cash, credit card refund or a check.
    • Apply to an invoice – The Apply Credit to Invoices tab will appear on your screen and you can choose the invoice for which you want to credit the amount.
  • Click on Ok.

How To Issue A Refund Check?

Option 1: Through The Receive Payments Window

  • First of all, head to the overpayment transaction (Customers > Receive Payments).
  • Look to the bottom-left side of the Receive Payments tab and click on the Refund the amount to the customer button.
  • You can find it under the Overpayment section.
  • Click on Save and Close.
  • Go to the Issue a Refund tab and provide all the essential information.
  • Click on OK to complete the process.

Option 2: Through The Write Checks Window

  • Open your QuickBooks and head to the Banking menu and click on Write Checks
  • Provide all the essential information.
    • Select the customer in the Pay to the order of the drop-down menu.
    • Go to the $ field, provide the overpayment amount.
    • Open the Expenses menu
    • Click on the Accounts Receivable in the Account drop-down menu.
    • Choose the Customer: Job drop-down, then select the Customer.
    • Click on Save and Close.
  • Now, you must link the check to the overpayment.
    • Click on the Customers Menu then choose the Receive Payments.
    • Click on Customer in the Received from the menu.
    • Choose Discounts And Credits.
    • Go to the Available Credits area and click on the check which is created.
    • Choose
    • Click on Save & Close

Steps For Mac Users

How To Create A Credit Memo In QuickBooks?

  • First of all, choose Customers and then Create Credit Memos/Refunds.
  • For creating a credit memo in QB Mac, choose Create a Credit Memo which you can find on the left panel.
  • You can also click on the Plus (+) icon at the bottom of the list.
  • Now, provide the information for the credit memo/refund and click on Save button.
    • If you want to edit the information, first, click on the credit memo in the list.
    • Now, edit the information.

Note: It is possible to create sales forms from the Transaction Center.

How To Write A Refund Check?

In case, you want to create a refund for a customer, you have to create a credit memo prior to initiating the refund.

  • Firstly, open the credit memo which you wish to utilize for the refund process.
  • Now, go the top of the screen and choose
  • Verify that all the information on the page is correct.

Note: Select the account in the detail section to verify that the appropriate credit or refund is initiated.

  • Click on OK.

Link The Check To The Payment

  • Click on Customers then choose Receive Payment.
  • Now, select the customer for whom you wrote the refund check for.
  • Open the Existing Credits field to the check the amount credited.
  • Go to the bottom of the screen to see the refund check.
  • Choose the Apply Existing Credits
  • Type in the amount in the Payment column. Click on OK.
    • In case, you select Customers, now, Create Credit Memos/Refunds for showing the credit memo you provided and choose the Transaction History.
    • Take a look at the refund check listed in the Transaction History.

Get Tech Support Services For Recording A Credit Memo Or Refund In QuickBooks

You can get in touch with the QuickBooks Customer Service Department if you want to know how to record a credit memo or refund in QuickBooks. Just call on the toll-free QuickBooks Customer Support Phone Number +1-888-551-1563 and let the QuickBooks ProAdvisors take care of the issue for you.

We are also providing 24×7 QuickBooks Chat Support services for the QB users who cannot stay over the phone call. You can also get QuickBooks training via the chat service. We can help you with customizing your QuickBooks to meet your business requirements. Our support line number and chat support services are available for QuickBooks Pro, Premier, Enterprise, Online, and POS.

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Features Of QuickBooks Single User And Multi-User Mode

QuickBooks is rightly known as the most advanced Accounting and Bookkeeping software of the decade. Read this article to the very end to understand exactly what features make QuickBooks stand apart from the other software. Intuit designed and marketed QuickBooks as the software which will shape how the businesses are run and managed. It works on a sophisticated algorithm and can sometimes malfunction. But you do not have to worry about it as Intuit has got you covered. You can simply choose to get in touch with the QuickBooks Experts of supportforerror from the toll-free USA QuickBooks Support Phone Number +1-888-551-1563.

Features Of QuickBooks Single User And Multi-User ModeQuickBooks can successfully serve to small and mid-sized businesses and help you enhance your business output. Go through the tables given below to understand what all functions can you utilize in QuickBooks single or multi-user mode.

Company File Operations

Tasks/Features Single-user mode Multi-user mode
Create Local Backup Yes Yes
Set up/Activate Online Backup Yes Yes
Create Portable Company File Yes No
Convert Company File Yes Yes
Repair File and Network Problems Yes Yes
Stop Hosting Multi-user Access Yes Yes
Disable QuickBooks Manager No Yes
Verify Data Yes Yes*
Rebuild Data Yes No
Condense Data (US only) Yes No
Update Web Services Yes Yes
Copy company file for QuickBooks Online Yes No

Note: If you use the verify data utility in your QB while it is in multi-user mode, no other user will be able to access the file.

Managing Lists

Tasks/Features Single-user mode Multi-user mode
Chart of Accounts Yes Yes/No*
Items list Yes Yes/No*
Other Names list Yes Yes
Customer & Vendor Type list Yes Yes
Price Levels/Price Rules Yes Yes
Templates Yes Yes
To Do Yes Yes
Add/Edit Multiple List Entries Yes Yes

Note: It is not possible to add, edit, remove list data or merge data while it is in multi-user mode.

Importing/Exporting data

Tasks/Features Single-user mode Multi-user mode
Import Excel Files Yes Yes
Advanced Import Yes No
Import IIF Yes Yes*
Import WebConnect Files Yes Yes
Import Timer Activities Yes No
Import General Journal Entries Yes Yes
Export Lists to IIF Files Yes No
Export Addresses to Text File Yes Yes
Export Timer Lists Yes No

Note: The feature to import IIF files is only available in QuickBooks Pro/Premier/Enterprise 2019.

Business Process/workflow

Tasks/Features Single-user mode Multi-user mode
Custom reporting Yes Yes
Set Closing Date Yes No
Set up Budget Yes Yes
Set up Forecast Yes Yes
Cash Flow Projector Yes Yes
Use Business Plan Tool Yes Yes
Manage Fixed Assets (US only) Yes No
Enter Vehicle Mileage Yes Yes
Prepare Letters with Envelopes Yes Yes
Enter customer transactions Yes Yes
Enter Statement Charges Yes Yes
Create Statements Yes Yes
Assess Finance Charges Yes No*
Enter Time Yes Yes
Income Tracker Yes Yes
Lead Center Yes Yes
Change Item price Yes Yes
Vendor Center Yes Yes
Enter vendor transactions Yes Yes
1099 Wizard (US only) Yes No
1099 Report (US only) Yes Yes
Create Checks/Checks Yes Yes
Order Checks/Checks Yes Yes
Reconciliation Yes Yes
Set up Bank Feeds Yes Yes
Change Bank Feeds mode (US only) Yes No
Reports center Yes Yes
Memorized reports Yes Yes
Scheduled reports Yes No
Commented reports Yes Yes
Advanced reporting (US only) No Yes
Process multiple reports Yes Yes
QuickBooks Statement Writer Yes Yes
Combined Reports Yes Yes

Note: It is not possible to setup the financial charges in the Multi-user mode if this is your first time.

Accountant-Related Tasks

Tasks/Features Single-user mode Multi-user mode
Create Accountant’s Copy Yes No
Save Accountant’s Copy Yes No
Send Accountant’s Copy to accountants Yes No
Send Company file, create portable file Yes No
Accounting Tools Yes Yes
Batch Delete/Void Transactions Yes No
Batch Enter Transactions Yes Yes

Employee And Payroll Activities

Tasks/Features Single-user mode Multi-user mode
Employee Center Yes Yes
Payroll Setup (Manual Payroll) Yes No
Pay with Direct Deposit (US only) Yes Yes

Preferences

Tasks/Features Single-user mode Multi-user mode
Accounting Yes Yes/No*
Bills Yes Yes/No*
Calendar Yes Yes/No*
Checking/Checking Yes Yes/No*
Desktop View Yes Yes/No*
Finance Charge Yes Yes/No*
General Yes Yes/No*
Integrated Applications Yes Yes/No*
Items & Inventory Yes Yes/No*
Jobs & Estimates Yes Yes/No*
Multiple Currencies Yes Yes/No*
Payments Yes Yes/No*
Payroll & Expenses Yes Yes/No*
Reminders Yes Yes/No*
Reports & Graphs Yes Yes/No*
Sales & Customers Yes Yes/No*
Sales Tax Yes Yes/No*
Search Yes Yes/No*
Send Forms Yes Yes/No*
Service Connection Yes Yes/No*
Spelling Yes Yes/No*
Tax: 1099 (US only) Yes Yes/No*
Time & Expenses Yes Yes/No*

Print/Email Tasks

Tasks/Features Single-user mode Multi-user mode
Printer Setup Yes Yes
Print forms Yes Yes
Send forms Yes Yes
Shipping Label (US only) Yes Yes

Others

Tasks/Features Single-user mode Multi-user mode
Synchronize contacts Yes Yes
Set up QuickBooks ODBC Yes Yes
Use Register Yes Yes
Use Calculator Yes Yes
Find Yes Yes
Search Yes Yes
Customize Favorites Yes Yes
Bulk enter company business details Yes Yes
Reminders Yes Yes
Alerts Manager Yes Yes
QuickBooks Messenger Yes Yes

 

How To Switch Between Single User Mode And Multi-User Mode?

Switching between the two modes is an easy task. Follow these simple steps:

  • Open your QuickBooks and go to the File menu.
  • Now, click on Switch To Single-user Mode/Switch to Multi-user Mode.

Note: Some QuickBooks functions like Payroll and Bank Feeds automatically lock out in the multi-user mode. Only one user at a time can access these functions.

How To Connect With QuickBooks Experts?

If you are encountering problems or errors while switching from single user mode to multi-user mode or vice versa, get in touch with the QuickBooks Experts immediately. Taking such problems lightly is an open invitation to more problems. It is neither ideal nor practical. Call on the toll-free QuickBooks Technical Support Phone Number +1-888-551-1563 to get the easiest solutions and tips to stay on the top of your game.

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