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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 +1-800-778-7614. 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
路聽聽聽聽聽 Credit memos are utilized for returning a product that the customer has paid for.

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

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

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

路聽聽聽聽聽 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 鈥 QB will automatically fill in a negative amount in you鈥檙e A/R register. You can use this amount for the payment of another transaction.
    • Give a refund 鈥 QuickBooks allows you to refund the amount in cash, credit card refund or a check.
    • Apply to an invoice 鈥 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 +1-800-778-7614 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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How To Create A Billing Statement In QuickBooks?

This is a step-by-step guide for creating a billing statement in QuickBooks software. Wondering what exactly is a billing statement?

A billing statement is a brief summary of the client鈥檚 account. It contains information like recent invoices, credit memos, and transaction details. You can also choose to create a reminder statement for your clients. This reminder statement can be sent to your clients to show them how much they owe on all the invoices.

Now, you can carefully read and implement the steps which are given in this article on your QuickBooks to create a billing statement. You can also choose to contact the QuickBooks Experts to help you in creating the billing statement by calling on the toll-free QuickBooks Support Phone Number +1-800-778-7614 today.

Steps For Creating A Billing Statement

  • First of all, open your QuickBooks.
  • Now, go to the customer鈥檚 menu and click on Statements/Create Statements.

Remember: If your Chart of Accounts has more than one A/R, you will be able to see the A/R account field on your monitor screen.

  • Make sure to verify the statement date first.
  • Choose the date period of the transactions.

Note: Users can also specify the dates. You can also include all unpaid or open transactions for the transaction date.

  • Now, click on all the customers for who you wish to print statements for.
  • Click on additional options.
  • Choose Print or E-mail. Click on the option based on how you wish to send the statements to your customers.

To know more about the list of workflows and other customer-related transactions, get in touch with the QuickBooks Experts.

Email Button Doesn鈥檛 Work

We have received a few complaints that while creating statements the email button does not work. In such a case, no error message appears on your screen but you are not able to send the statements. You can fix this issue by following these steps:

  • Make sure that all preferences are properly chosen to create a statement.
    • Ensure that you have selected the correct client.
    • The Client must have an invoice or sales acknowledgment slip within the statement period or earlier than the statement period.
    • If the client has zero balance, go under the Do not create statements and make sure that the box with a zero balance is unmarked.
  • Choose Intuit Standard Statement for using the template.
  • Click on Per Customer or Per Job in the drop-down menu if the Create One Statement is empty.
  • Make sure that the client has a functional email address set up. Also, see to it that all the email preferences are correctly selected:
    • Choose the Edit window and select the preferences option.
    • Click on Send Forms.
    • Verify if the email address setup is functional, click on Ok.
  • If you are still not able to send the email, you might be encountering the overflow error.
    • Go to with a balance less than option and put a mark on the box.
    • Modify the input to 0.0
    • Send the email again.

Follow The Steps Carefully or Contact Our QuickBooks ProAdvisorsHow To Get Support For QuickBooks Pro, Premier, Enterprise?

Get immediate QuickBooks Support Services by calling on the toll-free QuickBooks Enterprise Support Phone Number +1-800-778-7614. We also recommend using the QuickBooks Chat support service to get connected with the QuickBooks Experts of supportforerror.

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Install, Update, and Set up the QuickBooks Database Server Manager

There are plenty of reasons for switching from any other Accounting and Cash flow management tool or software to QuickBooks Desktop. Nothing can match the reliability and versatility of QuickBooks. It is a self-sufficient software because of the tools like QuickBooks Database Server Manager and Connection diagnostic tool. However, in this blog post, we will be only talking about the QuickBooks Database Server Manager. You can connect with us on the QuickBooks Support Phone Number+1-800-778-7614 for any kind of genuine Intuit QuickBooks Support Services for your QuickBooks.

You will learn how to configure your QB Database Server Manager to enable multi-user access on your QuickBooks.

Note: Remember to install the QuickBooks Database Server Manager on the computer on which you have installed your QuickBooks for best performance.

How To Install QuickBooks Database Server Manager?

Installing the QuickBooks Database Server Manager on the desktop is a very simple process. Just follow the steps given below:

  • First of all, download the installer file from the official website of Intuit.
  • Go to your downloads folder and double-click on the installer file to begin QuickBooks and start the Installation Wizard.
  • Now, click on Next if your desktop has an active Internet connection and can download an update on it.
  • If it is not, choose No, click on Next.
  • Use the Task Manager to close any programs or applications that are running in the background but are not required at the moment.
  • Go through the terms of the Software License Agreement. If you agree to all the terms and conditions, choose I accept the terms in the license agreement.
  • Now, click on Next.
  • Choose Custom or Network Options.
  • Select an installation type:
  • Choose I’ll be using QuickBooks on this computer AND I’ll be storing… if you will run the QuickBooks program on this computer.
  • Choose I will NOT be using QuickBooks on this computer… if you will only store QuickBooks data on this computer.

Note: Enter the License Number if you do not want to use the QuickBooks on this computer.

  • Click on Yes, allow access.
  • Type in the License Number and Product Number.
  • Implement the instructions on your screen for completing the installation.
  • Now, when the installation is complete, you must setup the QuickBooks Database Server Manager.

How To Update QuickBooks Database Server Manager?

Intuit releases regular updates for QBDBSM and you should download them periodically. It is very important to update the QBDBSM if you are installing the latest version of QuickBooks software or if a critical update is available.

  • First of all, download the patch from the official website of Intuit.
  • You do not have to download different patches for server and the workstation.
  • Restart the server once the patch installation is complete. It is a mandatory step.
  • A message will appear on your screen when the server is updated which is, 鈥淭he company file needs to be updated to work with this versiosetun of QuickBooks Desktop.鈥
  • We highly recommend that you take a backup as these updates are going to modify the database structure.
  • Follow the instructions on your screen.
  • Now, you should be able to open the file.

How To Setup QuickBooks Database Server Manager?

You can use QBDBSM to execute the following tasks:

  • QBDBSM can scan the folders which contain the QuickBooks Company Data file.
  • Keep an eye on the local hard drives for configuring new company files automatically.

Open the QuickBooks Database Server Manager

  • First of all, go to the start menu and click on the Programs.
  • Choose QuickBooks and click on the QuickBooks Database Server Manager.

Scan Folders

Make sure to scan all the company files that are stored on the server at least once. You must check if the files are configured properly.

  • Click on the Start Menu and select Programs.
  • Click on QuickBooks and select QuickBooks Database Server Manager.
  • Choose Scan Folders option.
  • You can select the folder in which the company file is stored or you can scan the whole disk if you do not the location of the company file.
  • Click on Scan.
  • You can check the display bar to see the progress of the process.
  • When the process is complete, the files are configured to open in the multi-user access mode.

Monitored Drives Feature

We recommend that you use this feature for keeping your QBDBSM updated when adding a new company data file.

  • Click on the Start Menu and select Programs.
  • Click on QuickBooks and select QuickBooks Database Server Manager.
  • Choose Monitored Drives window.
  • Now, click on the drives that you want to keep an eye on to get notifications when a company file is added, removed or modified.

Updates Feature

Use this feature to download updates on the QuickBooks server and also to check the current version of the server.

  • Click on the Start Menu and select Programs.
  • Click on QuickBooks and select QuickBooks Database Server Manager.
  • Choose Updates and follow the instructions carefully which appear on your screen.
  • Check for updates and install them.

Follow The Steps Carefully or Contact Our ProAdvisorsSystem Feature

You can use the System feature to look for system information for the pc on which you installed the database server.

  • Click on the Start Menu and select Programs.
  • Click on QuickBooks and select QuickBooks Database Server Manager.
  • Choose System and manually review all data available for the database server.

Support Services For QuickBooks Database Server Manager

If you have any question or are facing any issue while installing or updating QuickBooks Database Server Manager, feel free to contact the QuickBooks ProAdvisors of supportforerror. Call on the toll-free QuickBooks Support Phone Number +1800-778-7614 and let us take care of the issue. We provide instant resolution for all errors and issue. We have complete confidence in our services because of that we provide 100% refund policy to all our users. So if you are not happy with our resolution time or the services, you can just get your money back and no questions will be asked.

Also Read : How To Restart The QuickBooks Database Server Manager

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Restart The QuickBooks Database Server Manager

QuickBooks is known as a pinnacle in the Accounting and Inventory Management platforms. But the things that QuickBooks still needs to work on are the errors and issues that appear while using QuickBooks. Some of these errors can be fixed easily but the remaining require a level of expertise. But you do not have to worry about it as you just have to call on the toll-free QuickBooks Tech Support Phone Number +1-800-778-7614 and we will take care of the error.

Restart The QuickBooks Database Server ManagerA few errors may ask you to restart the QuickBooks Database Server Manager. Now, restarting QuickBooks Database Server Manager is not a very complex task. But you have to restart it on the computer which you are using for hosting your company files. In most cases, this computer is also the server. You get two options when you are installing the QuickBooks on your computer. You can choose to install the QuickBooks Database Server Manager or the complete QuickBooks Desktop program. If you chose to install the complete program, your QuickBooks Database Server Manager will open automatically whenever you open your QuickBooks. But you have to manually open the program if you chose to only install the QuickBooks Database Server Manager.

If The Full QuickBooks Program Is Installed On The Host Or Server:

  • First of all, open your QB on the server.
  • Go to the File menu and click on Open or Restore Company.
  • Choose Open a company file and click on Next.
  • Search for your company file and choose it.
  • Choose the Open file in multi-user mode checkbox.
  • Now, click on Open.
  • Go to your Company Data file and log in with User credentials.
  • Go to File > Close Company/Log off.
  • Company file is now closed.

If Only The QuickBooks Database Server Manager Is Installed On The Host Or Server:

  • Choose Windows Start, then click on Control Panel.
  • Now, Double-click on the Administrative Tools.
  • Now, Double-click on the Services.
  • You have to right-click the appropriate data manager:
  • QuickBooksDB28 (QuickBooks 2018)
  • QuickBooksDB27 (QuickBooks 2017)
  • QuickBooksDB26 (QuickBooks 2016)
  • Choose Restart.

If The QuickBooks Database Server Manager Does Not Start:

  • Restart the server and replicate the earlier steps depending on your setup.

If QuickBooks Database Server Manager still does not open after restarting the server, follow these steps:

Repair QuickBooks

Intuit QuickBooks Support recommends that you prepare the QuickBooks Desktop installation CD before you begin the repair process. If you purchased QuickBooks through the phone or online, download the installer from the website.

Windows 10, 8/8.1, and 7

  • Don’t be misled by references to the Installation Wizard. It is the Installation Wizard that runs Repair.
  • Restart your computer to close unnecessary programs interfering with QuickBooks.
  • Back up your QuickBooks company file.
  • Select Start and then Control Panel. (In Windows 8/8.1: From the Start menu, open Search and type Control Panel. From the results, select Control Panel.)
  • Select Programs and Features. If necessary, choose Uninstall a program.
  • (If you don’t see these options, select Programs, then Program Features.)
  • Select QuickBooks in the list of programs and choose Uninstall/Change.
  • Click on Continue, then Next.
  • Select Repair then Next. Wait for the Repair to complete.
  • Choose Finish. Restart your computer if prompted.
  • Don’t forget to download the latest QuickBooks release and the latest payroll tax table when you open QuickBooks.

Reinstall using a clean install

Reinstall QuickBooks for Windows using clean install when a simple reinstall does not correct an issue. Clean Install or Clean Uninstall is a process that completely removes QuickBooks installation files and folders from your computer. This process is necessary when QuickBooks Desktop function has damage.

  • Step 1: Uninstall QuickBooks Desktop
  • Step 2: Download and run the QuickBooks Clean Install Tool
  • Step 3: Also, Manually rename the QuickBooks Desktop installation folders
  • Step 4: Reinstall QuickBooks Desktop

Follow The Steps Carefully or Contact Our ProAdvisorsIn case, you need QuickBooks Support for QuickBooks restarting the QuickBooks Database Server Manager, call on the toll-free QuickBooks Enterprise Support Phone Number +1-800-778-7614 immediately.

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Create A New Company File From An Existing One

In this article, you will learn how to create a new company file from an existing one in your QuickBooks desktop software. QuickBooks comes loaded with many useful features and this is just one of them. All the QuickBooks Users can create a new company file from an existing one. But you need to use the Condense Data utility for removing all the old transactions from the QuickBooks first. This copy of the file will contain the lists of customers, vendors, items, etc. It will also store the templates, and preferences from the original company. In this article, we will provide you two steps to create a new company file from an existing one.

Call on the toll-free QuickBooks Tech Support Phone Number +1-800-778-7614 to get QuickBooks Supportin creating a new company file from an existing one.

Copy An Existing Desktop Company File

These are steps implementing which you can create a copy of the existing QuickBooks Desktop company data file.

  1. First of all, create a backup of your QuickBooks Company data file. This backup file will acts as a fail-safe option if something happens with the company file.
  2. Now, restore the backup company file.
  3. Choose a folder on your local storage device where you wish to store the new company file.
  4. Now, rename the file.
  5. A copy of the original file will appear on your screen with the name that you entered.
  6. Check the new company file if it is working.

Remove All Transactions From A Copied Company File

You should take the help from the QuickBooks ProAdvisors of the supportforerror if you are also using QuickBooks Payroll. You won鈥檛 be able to remove all the transactions if you have payroll data in your QuickBooks of the current year. This is one of the limitations while condensing the data.

You can also choose to delete the transactions manually from your QuickBooks. It is as complex as it sounds if not more. Therefore, we highly recommend that you let the QuickBooks Experts take care of the issue. The other option is to create a new company file altogether. Once you create the file, you need to export the lists from the original company file and import it into to the new company file. You can also choose to export your form templates from the original file and import them into the new company file. But you can only import-export one template at a time.

  1. Open QuickBooks and head to file.
  2. Open Utilities and click on Condense Data.
  3. If a pop-up appears on your screen, select Yes.
  4. In the Condense Data tab click on All Transactions.
  5. Choose Next.
  6. Implement the instructions on your screen to remove the transactions from your QuickBooks.

Follow The Steps Carefully or Contact Our ProAdvisorsGet QuickBooks Support Services From QuickBooks ProAdvisors

If you need any sort of support creating a new company file from an existing one, call on the toll-free QuickBooks Enterprise Support Phone Number +1-800-778-7614 and get support from the Intuit Certified QuickBooks Experts who have helped millions of QB Users.

You can also make use of the Live Chat Intuit QuickBooks Support service on our website to connect with the Technical Support Department of QuickBooks. Both the Support line number and the Live Chat Support are active 24 hours 365 days. So if you are encountering any error or have any question on your mind, get in touch with the QuickBooks Experts. Call us today.

Also Read: How To Activate QuickBooks聽 and Why QuickBooks Won’t Open?

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How To Create Invoices With Payment Link?

QuickBooks is top-notch accounting software which comes with highly useful features. In this article, we will be talking about how to create Invoices with the Payment link.聽 This is the most descriptive guide on the internet for creating invoices with the payment link. You can also connect with the QuickBooks Experts of supportforerror if you need any help with the process. Call on the toll-free USA QuickBooks Enterprise Support Phone Number +1-800-778-7614 to get instant QuickBooks support services.

To Create Invoices With Payment Link Or E-Invoicing

  • First of all, you want to turn on the E-invoicing.
  • Open your QuickBooks and go to Customer menu > Create Invoices.
  • Click on Turn On.
  • The Change Invoice Options tab will appear on your screen.
  • Select the correct method.
  • Type in all the data in the create invoices window.
  • Choose Invoice in the email drop-down menu for emailing the invoice.
  • You can also schedule these invoices to send them later. Click on Email Later to schedule the invoices.
  • You can also send the invoices in the batch. Open the File Menu and click Send Forms. Choose the invoices that you want to send.

Note: Ensure that you are utilizing the Web Mail or Outlook for email preference. You will not be able to include online payment links when you are sending the email from QuickBooks Email.

To Pay Invoices With Payment Link Or E-Invoicing

  • Once your customer receives the invoice, they can click on View and Pay Invoice option for accessing the online payment portal.
  • The Customer can perform various actions on invoice like printing the invoice, choose to save it as a PDF file and pay the amount mentioned by clicking on Pay Now button.
  • The buyer can also create a new login. They can also choose to sign in from the existing User credentials. Customers can also decide to pay for the invoice at that very moment.
  • Once you are done with the Payment, head to the Merchant Services Deposits by clicking on the home page.
  • Check if the payment is downloaded.
  • Make sure that invoice is marked as paid.

Pay Now Link Is Missing From The Invoice

  • Go to Customers menu > Credit Card Processing Activities and click on the Merchant Service Center.
  • Verify that your account is linked.

Note: If this is the first time that the customer is sending the E-invoice, they have to sign in to their Merchant account. Only then the Pay link will show up.

Verify That You Are Not Using QuickBooks Email

  • Open your QuickBooks and go to the Edit menu > Preferences.
  • Choose Send Forms.
  • Head to the My Preferences window.
  • Verify that you are utilizing either one of Web Mail or Outlook.

Make Sure That The Correct Payment Settings Are Turned On

  • Open your QuickBooks and go to the Edit menu > Preferences.
  • Choose Payments.
  • Head to the Company Preferences window.
  • Open the Online Payments section.
  • Select the desired Payment options.
  • If you get stuck on any step if you are getting a prompt on your screen saying that you have entered an incorrect password, contact the QuickBooks ProAdvisors.

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

The steps-given above can help you in creating Invoices with Payment link. In the case, you run into any problem or want to talk to the QuickBooks Experts, call on the USA QuickBooks聽 Support Phone Number +1-800-778-7614.

You can also get in touch with the QuickBooks Technical Support Department by using the Live Chat Support services. See on the bottom-right corner of your screen and click on the chat icon. Provide your Name, your phone number and the issue. Get in touch with us today.

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How To Set Up A 1099 Vendor & Print Forms?

QuickBooks is a top-notch Accounting software which comes with state of the art features and tools. It also comes with the functionality of calculating and filing 1099/1096 forms. In this article, we will be talking about how you can set up a 1099 vendor and print 1099/1096 forms in QB Desktop software.

Note: Read the guidelines created by the IRS before setting up a vendor.

You can also choose to get in touch with the QuickBooks Support Department for information on 1099 and 1096. Pick up your phone and make a call on the QuickBooks Enterprise Support Phone Number +1-800-778-7614.

What Are The Steps Involved In The Process Of Setting Up 1099 Or 1096?

Step 1: Turn On The 1099-MISC feature

Note: The Print 1099s/1096 option shows up only when you activate the 1099 miscellaneous feature.

  • First of all, Choose Edit, click on the Preferences on the Toolbar.
  • Now, go to the left side of the screen and click on Tax: 1099.
  • Choose the Company Preferences option.
  • Click on Yes which will be close to 鈥淒o you file 1099-MISC forms?鈥
  • Choose OK for saving the choice.

Step 2: Add a vendor

You will be able to add a Vendor after the 1099-MSIC feature is active:

  • Choose Vendors and click on the Vendor Center on the Toolbar.
  • Choose the New Vendor from the drop-down menu and click on New Vendor.
  • Go to the Vendor Name field, type in the name of the vendor as you want it to show in your Vendor list. For example, if there is a vendor who has a local business and you list local businesses by their last name first, that’s how you need to type in the name.
  • On each window, fill in all the required fields with the appropriate information.
  • You will be able to edit all this information for your Vendors at a later stage also.
  • Choose Ok.

Step 3: Set up vendors to receive Form 1099-MISC.

  • Choose Vendors and click on the Vendor Center from the Toolbar.
  • Now, right-click on the vendor’s name.
  • Choose Edit Vendor.
  • Click on the Address Info window and authenticate the information.
  • Verify that the Address field includes the suitable two-letter state abbreviation and also the precise ZIP code.
  • If your vendor is an individual, the vendor’s legal name must show up in the First Name & Last Name fields.
  • In the case, you do not remember the individual鈥檚 name but you remember their company name, leave the Company Name field empty. This will restrict redundant information from showing up in the 1099-MISC form.
  • Click on the Tax Settings option.
  • Select the Vendor worthy for 1099.
  • Provide the vendor’s tax identification number in the respective Vendor Tax ID field. Click on OK.
  • Now, you can repeat steps for each 1099-eligible vendor in your business.

Step 4: Set up an expense account for vendor payments

You can set up an expense account in QuickBooks Desktop:

  • Choose Edit and click on the Preferences tab.
  • Look on the left side of your screen and click on the Tax: 1099.
  • Choose the Company Preferences option.
  • Now, click on the 鈥Do you file 1099-MISC forms鈥 option? Choose Yes.
  • Go to 鈥If you want to map your account to boxes on Form 1099-MISC, click here鈥.
  • Click on the 鈥click here鈥 link.
  • The QB 1099 Wizard will open.
  • QB Desktop accounts for tracking payments to your 1099 vendors will be available.
  • Go to the Apply payments in the 1099 box column, open the drop-down menu.
  • Now, select the appropriate 1099-MISC box.
  • Usually, people pay their Vendors the Box 7: Non-employment Compensation, albeit, you should consult a tax professional first before choosing which option to utilize.
  • Select a 1099-MISC box for all the listed accounts.
  • You can also choose to neglect these payments from 1099.
  • Click on Save.
  • Exit once you have mapped the accounts.

Step 5: Print forms 1099 and 1096

You should be using the Single User mode for printing the 1099/1096 forms. We highly recommend that you pre-print the 1099 and 1096 forms for this process. You will also be able to e-file your 1099 forms to the IRS.

  • Now, you need to validate all the 1099 data. You can do this by making use of the QuickBooks Desktop 1099 Wizard.
  • Go to the QB Desktop 1099 Wizard.
  • Select a filing method and click on Print 1099s.
  • Now, click on all positive options that appear on your screen.

Click on OK

  • Choose the date range in which you paid the 1099s.
  • Click on OK.

Click on OK

  • Choose the 1099(s) or 1096(s) you are looking to print.
  • Also, click on the Print 1099 or Print 1096 option consequently.
  • You get the option to preview the forms beforehand if you wish. Remember to choose the Preview 1099 option beforehand printing:
  • Select File on the menu bar.
  • Choose Printer Setup.Print 1099
  • From Form Name, choose 1099s/1096 from the list.
  • Select the Align button and adjust alignment as needed.
  • Select OK, and then OK again to save your changes.
  • Once you have reviewed the details, you can choose to Print 1099 option and 1096 option to print 1096.

Follow The Steps Carefully or Contact Our QuickBooks ProAdvisorsE-file forms

You can choose to use the e-file forms. You can also use 1099 E-File Service provided by supportforerror for filing the 1099 and 1096 forms electronically from QB Desktop.

Frequently Asked Questions

Q1. How will Vendor and Company names show up in the 1099-MISC forms?

A1. You can see three name fields in your QB Desktop software which are:

  • Vendor Name
  • Company Name
  • Full Name: First Name, Middle Initial, Last Name

The data available in these fields are used to form up the names on 1099-MISC forms. Below we have provided the possible cases based on the input from these fields:

  • You will be able to see the Vendor Name and the Customer Name in the 1099-MISC Form.
  • You cannot leave the Vendor name blank as it will trigger an error to pop-up on your screen. However, you can decide to specify to just use the Vendor name and leave the full name fields empty.
  • If you leave the Company Name empty but provide a vendor name then only the Vendor Name will be shown in the 1099-MISC Form.

Q2. What envelopes do I use for Form 1099?

A2. Most people use the two or three to an 8×11 inch sheet for printing the form 1099. Also, do not use the folding mailing as IRS demands flat mailing.

If you have any question related to Setting Up A 1099 Vendor & Print Forms in your QuickBooks Desktop, get in touch with the QuickBooks Support Department by dialing their QuickBooks POS Support Phone Number +1-800-778-7614. The Intuit Certified QuickBooks Experts of supportforerror deliver immediate support services to all QB Users. You can contact the QuickBooks Experts via different mediums like phone support, email support, live chat etc.

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