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How To Repair Your QuickBooks Desktop For Windows

Efficient accounting software is the most crucial part when it comes to handling a business which is when the QuickBooks comes into the play. QuickBooks that is designed and developed by Intuit has been trusted by millions of users across the world. It has become a key player in the accounting space because of its highly efficient features and tools that can perform the most complex tasks easily. This has indeed resulted in more profit for the small to medium-size businesses because by using QuickBooks the users get some extra time in hand that they can utilize by attending to other needs of their business. One such feature of QuickBooks is the QuickBooks desktop that provides the users with multiple benefits such as automation of bank records, managing customers, suppliers, and bank transactions, and so on. Although while using the QuickBooks desktop you might come across certain issues and errors that can hinder your workflow. But, you do not have to worry as these errors can be easily fixed by just repairing the software. You will have to use the repair tool of QuickBooks for windows option to troubleshoot issues by performing the steps that are explained below in this article. You can face these issues while using, installing, or updating the QuickBooks desktop. The first step to resolve this issue is to run the repair tool for QuickBooks Desktop for windows.

By Running The Quickbooks Repair Tool You Can Resolve The Error Codes Mentioned Below:

QuickBooks Error 6000, 78

QuickBooks Error 6000, 83

QuickBooks Error 6000, 82

QuickBooks Error 6000 301

QuickBooks Error 6000 304

QuickBooks Error 6000 816

QuickBooks Error 6000 77

QuickBooks Error 6000 80

QuickBooks Error 6000 832

QuickBooks Error 12152

QuickBooks Error 15106

Running The Repair Tools:

  • First, create a backup for your QuickBooks company file.
  • Then, reboot your system to ensure that the other programs are not being affected by running the repair.
  • Click on the control panel
  • Go to the Programs and Features field then go to the Uninstall a Program.

Important- In case you are not being able to locate the Programs and Features field, then go to the programs and then click on the program and features.

  • Now select the QuickBooks in the installed programs and then go to the uninstall or change.
  • Now click on the continue option and then click on Next.
  • Now click on Repair and then click on Next.
  • Note- the repairing process might take up to 20 mins to get completed.
  • Wait till the process is completed and then click on the Finish
  • Now to save the changes you have to restart your system.
  • To get the latest fixes and security update you will have to update your QuickBooks software to the latest release.

If You Are Getting an error during a repair process:

While running the repair tool, you might come across some basic errors and issues that can be easily fixed. Some of these common errors and issues are mentioned below:

Fix “Files in use” error

If you are facing the issue of “File in use” while using the repair process then you need to follow the steps mentioned below to fix it:

  • Click on the Ignore option appeared on the screen and then click on the OK option.
  • Note- You might need to repeat the above process several times.
  • If you do not find the button stating the ignore option then click on close and then restart your system after the process is completed. 
  • Go to the Company File In Use to get additional solutions for the error.
  • If you will notice any other error other than this then you will have to visit QuickBooks Error 1328.

How To Resolve Error 1628: Failed to complete script based install

if a windows service such as ‘windows installer’ is not properly functioning in your system then you might face certain issues like error 1628: Failed to complete script based install which belongs to a QuickBooks Installation Errors category. You will have to contact the IT expert or a Microsoft Support representative to get rid of this error.

QuickBooks Technical Support Service:

The above steps and solution provided in this article should be helpful to you in resolving certain common issues and you should now be able to use the QuickBooks Repair Tool to fix these issues and errors that were preventing you earlier from completing your tasks on time. However, if the repair tool has not helped you much or you are still facing any trouble or have any doubt or confusion that needs to be cleared then you can directly contact the Intuit QuickBooks Proadvisors who are 24*7 available to assist you with resolving any kind of QuickBooks related problems, issues, or errors. The QuickBooks highly experienced technical support experts are known for resolving any kind of problems associated with QB instantly resulting in saving your time and energy that you can otherwise invest in attending to other needs of your business. You can get in touch with the team at the QB toll-free supportforerror number +1800-366-1468 to get an immediate response.

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What To Do If You Can’t Sign In To Your Account

QuickBooks is a powerful accounting software that is designed and developed by Intuit specifically for making all the complex accounting tasks easier for the users. QuickBooks has the most efficient features and tools that help the users to perform all the finance-related tasks quickly and accurately. In the QuickBooks Desktop of QuickBooks, you will find many such user-friendly features that can help you with managing your business and increasing your overall profit with timely transactions and track records. Although, you can only reap these benefits once you have signed in to your QuickBooks account and if you are facing any login related issue and error while signing into your QuickBooks account and you are looking for solutions to resolve this issue then you have arrived at the right page. This article will take you through the steps to resolve this issue easily. You need to go through this article to find out the reasons behind this issue and what are the solutions and steps that you need to perform according to the error that you are facing.

I Forgot My User ID :

  • Open the sign-in page and then click on the I forgot my user ID or Password link.
  • Now, enter your phone number and email address and then you need to click on the continue
  • Now perform the on-screen prompts, you will receive a verification email if you have provided an email address. 

Important- in case you haven’t received the verification email then wait till an hour and if you still don’t get it then check your spam or junk folder and if the verification folder is not there as well then you need to request a new user ID. Please get in touch with the QuickBooks support team if you do not have the access to your registered email ID.

I Forgot My Password:

  • Click on the sign-in page and then click on the I forgot my user ID or Password link.
  • Now enter your phone number and email address and then you need to click on the continue
  • Now you need to perform the on-screen prompts that you will notice. Then, you will receive a verification email if you have provided an email address. 

Important- Please note that this password reset link that you have received will only be valid for 24 hours. 

I Have Reset My Password And Now I Can’t Sign In:

There can chances that your internet browser has saved the old password that you had entered previously. You will have to manually enter the password and then you can log in. you will also have to clear the data that will remove your previous password or login data or details.

I’m Asked To Reset My Password Every Time I Sign In:

You will notice this issue if your internet browser enters your previous password or user ID automatically.

  • Open the sign-in page and then go to the I forgot my user ID or Password link.
  • Now, click on the profile option and then verify your user ID.

I need a confirmation code:

If you have already filled your correct login credentials but you are still being asked for a confirmation code then you need to the follow the steps given below:

  • Select the option where you want the confirmation code to be received and then you need to click on the continue option.
  • Go to the Confirm my account a different way, in case you do not have the access to your registered email address or phone number.
  • You can now retrieve the confirmation code and then enter the confirmation code.
  • Now click on the continue option.

Get in touch with the QuickBooks technical support team if you are not able to verify your account via confirmation code.

I Don’t Have A Login:

  • Go to the sign-in page and then click on the Don’t have an Intuit Login option.
  • Now select the name in the contact list and then click on the continue option.
  • Enter your email address and phone number.
    • In case you have used your email address on another account then you will not be able to create a new one. You will then have to retrieve your user ID first or you will have to reset your password.
    • If you receive a message stating that your email address and phone number are not matching then you will have to get in touch with the QuickBooks support team to update your information.
    • Now enter your account details and then click on continue.

I Was Invited To Quickbooks And Can’t Sign In:

You can be asked to log in to your QuickBooks if you have your user ID and the invitation with it. If you have not been asked then you will need a link to create it via the email address on which the invite has been sent.

I can’t sign in to CAMPS:

The Customer Account Management Portal (CAMPs) can only work on the email account on which your particular QuickBooks product is registered. You can get in touch with the QuickBooks support team if you are facing problems while CAMPS login.

QuickBooks Technical Support Service:

We hope that with the help of the information and solutions provided above you have been able to understand most of the login related issues in QuickBooks and what steps you need to perform according to the issue. However, if you are still facing any trouble or have any doubt or confusion that needs to be cleared then you can directly contact the Intuit QuickBooks Proadvisors who are 24*7 available to assist you with resolving any kind of QuickBooks related problems, issues, or errors. The QuickBooks highly experienced technical support experts are known for resolving any kind of problems associated with QB instantly resulting in saving your time and energy that you can otherwise invest in attending to other needs of your business. You can get in touch with the team at the QB toll-free supportforerror number +1800-366-1468 to get an immediate response.

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How To Turn Off The Advanced Inventory In QuickBooks

QuickBooks is well-known accounting software that takes care of all the financial and operational needs of small to medium-size businesses. QuickBooks designed and developed by Intuit is trusted by millions of users across the world. It is their first choice because of the efficient and highly valuable features and tools that QuickBooks offer to them that keeps updating each year. One such tool is the Advanced Inventory tool in QuickBooks Enterprise that allows you to manage your end to end sales order fulfillment by using one central dashboard, it also makes it easier for you to track the items to specific bins within a warehouse, allows you to track quantity and value of inventory in multiple locations accurately. However, if you no longer need this feature and you are now looking for the process to turn it off then you have arrived at the right page, then don’t worry you can easily do this by using other Advanced Inventory features. You will have to turn off all the features you are currently using to turn off the advanced inventory. You need to go through this article thoroughly to know about the process to turn off advanced inventory in QuickBooks Desktop.

You will have to follow the steps mentioned below to disable all the features of Advanced Inventory:

  • Open the Edit menu and then click on preferences
  • Now go to the Items and Inventory, and then click on the preferences.
  • Now click on the Advanced Inventory settings.

You will have to turn off all the features that you are using currently by following the given steps:

In Multiple Inventory Locations:

  • First, you need to remove the checkmark from the Multiple Location Inventory.
  • Once you have done the above step of turning off the Multiple Inventory Locations, then the QuickBooks will do the following things:
  • It will keep all the site-related data that had been added to you but it won’t be visible to you.
  • It will also hide every site related columns, fields, and reports from the QuickBooks Interface.
  • QuickBooks will also restrict or prevent from adding the inventory-related transactions to any site.

If you are looking for turning on the preferences again, then you will have to follow the given points:

  • You will have to assign a temporary site to each transaction you have entered because the preferences were previously turned off.
  • Now you need to send the inventory from the temporary site to the permanent one.
  • You can continue using the multiple locations tracking inventory as it was being used previously when the feature was not on.
  • Serial/Lot numbers
  • open the Serial/Lot Numbers
  • Now, remove the checkmark from the Enable Lot or Serial Numbers
    • FIFO
  • Open the FIFO
  • Now, remove all the checkmark from Use FIFO starting
    • Barcode scanning
  • Open the Barcodes tab.
  • Now, remove the checkmark from Enable Barcode scanning

Important- You will be able to see the barcodes in the company file after you have turned the barcode scanning on. Your all barcodes are stored or kept in the company file even if you have turned off the barcode scanning.

  • Go to the Advanced Inventory Settings screen and then click on the OK option.
  • Now open the preferences screen and click on the OK option.
  • In case you receive any warning message you need to click on OK.

QuickBooks Technical Support Service: 

We hope that with the help of the information and solutions provided above you have been able to understand how to turn off the Advanced Inventory feature in QuickBooks Desktop. However, if you are still facing any trouble or have any doubt or confusion that needs to be cleared then you can directly contact the Intuit QuickBooks Proadvisors who are 24*7 available to assist you with resolving any kind of QuickBooks related problems, issues, or errors. The QuickBooks highly experienced technical support experts are known for resolving any kind of problems associated with QB instantly resulting in saving your time and energy that you can otherwise invest in attending to other needs of your business. You can get in touch with the team at the QB toll-free supportforerrornumber +1800-366-1468 to get an immediate response.

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How To Resolve QuickBooks Error 15 On a File Conversion To MAC

QuickBooks is a powerful accounting software that was designed and developed by Intuit to perform the most complex accounting tasks easily. QuickBooks Desktop can be supported on various operating systems. Intuit has introduced a separate package for the MAC OS that is called as the QuickBooks Desktop for MAC and Mac operating system are well known for its bug free user experience. Although you can still face certain error and issues in QuickBooks Desktop for Mac. one of the most common errors that you might come across is QuickBooks Error 15 that belongs to the MAC operating system.

If you are facing the same error and you are looking for solutions then you do’nt have to worry as this article will take you through all the important steps and information that is needed to fix the QuickBooks Error 15. You will come face this issue while QuickBooks file conversion process. You will have to go through this article carefully and will have to perform the steps in the given ways to get rid of this issue completely. However if after performing the steps you still face any error or issue then you need to get in touch with the QuickBooks highly experienced technical support team to get your queries resolved instantly.

What Is QuickBooks Error 15?

Before performing the steps it is important to understand what is the QuickBooks Error 15. This error basically occurs while converting the QuickBooks file to Mac and when you make use to the similiar file on both MAC OS and windows. While transfering your QuickBooks company file from or to the MAC OS then you might face certain restrictions that can prevent you from performing your process. You can face this error even after you have successfully fone the file conversion process.

How To Fix The QuickBooks Error 15?

You need to perform the following steps to resolve the QuickBooks error code 15 for QuickBooks MAC operating system.

Method 1:

  •  Open the main menu of QuickBooks then click on the file menu
  • Select the utilities and then click on the copy Company File for QuickBooks Mac.
  • Now select the folder C:\ to save the copy of your QuickBooks Company File.
  • Now click on the save option.

Method 2: Perform the troubleshooting step- Run the Rebuild Utility

  • Open the file menu and go to the QuickBooks Company File, now select utility.
  • Click on the Rebulid Data in the drop down list.
  • Click on the yes option when you will asked to keep the backup of your company file.
  • Now select the C:/ Drive and then save your backup company file and then click on the save option.

Important- you might face error messages like QuickBooks has stopped working or QuickBooks is not responding while performing the process. You will have to wait till the process gets completed.

  • Wait till the process is completed and now try to work on your company file to check if the error is resolved completely.
  • A message stating that “Rebuild has completed and proceeds with next step” might reflect on your screen then click on the OK on that message.

Method 3-  Perform the troubleshooting step- Run the Verify Utility

  • Open the file menu of QuickBooks and then select the utilities and then click on verify data.
  • If you receive a message stating “QuickBooks detected no problem with your data” then it refers that there is no problem with your company file and you can easily work on your company file without any interruption.
  • If the verify utility detects andy problem then you will have to rebuild the data again and under such circumstances you will have to fix the data damage on your QuickBooks company file.

QuickBooks Technical Support Service:

We hope that with the help of the information and solutions provided above you have been able to understand how to resolve the QuickBooks Error 15 On a File Conversion To MAC. However, if you are still facing any trouble or have any doubt or confusion that needs to be cleared then you can directly contact the Intuit QuickBooks Proadvisors who are 24*7 available to assist you with resolving any kind of QuickBooks related problems, issues, or errors. The QuickBooks highly experienced technical support experts are known for resolving any kind of problems associated with QB instantly resulting in saving your time and energy that you can otherwise invest in attending other needs of your business. You can get in touch with the team at the QB toll-free supportforerror number +1800-366-1468 to get an immediate response.

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How To Record A Cash Shortage Or Overage In QuickBooks Desktop

If you are looking for solutions on how you can record a cash shortage or overage in QuickBooks Desktop then you have arrived at the right page. This article will take you through the steps and information that are vital for you to understand what is the procedure to be followed if you find the amount in your cash drawer and the Z-Out Drawer Count report is not matching each other and also you will be able to understand how you can easily record a cash shortage or overage in QuickBooks Desktop.

The Z-out Drawer Count Report is essential to maintain a record of the sum of your cash flow that has been used on a specific day and the cash shortage or overage means the money in your cash drawer is less or more respectively.

It is important that your books have to be matched to what is has been done in your business outside of the software. You need to go through this article thoroughly to understand how you can keep your books in QuickBooks Desktop up-to-date.

Method 1- Ensure That There Is A Shortage Or Overage

  • Go to your cash drawer and then recount the money.
  • Make sure that the opening and ending amount are accurate in the Z-out Drawer Count Report.
    • Open the main menu and click on Reports
    • Now go to the Cash Drawer and then click on Z-out Drawer count.
    • Modify the date and select apply date range
  • Now you need to review the amount of the cash drawer and the report.

If you find that both the amount are matching then you need to proceed with your end of day procedure. In case you notice any shortage or overage then you will have to go to the next step.

Method 2- You Need To Run A Financial Exchange

  • Open the financial report and then click on the financial center
  • Click on the Actions section and select Update QuickBooks Desktop Now.

Method 3- In The Quickbooks Desktop Create An Shortage Or Overage Account

If you have already created a shortage or overage account, then you will have to directly perform the 4th method.

  • Go to the list-menu and then choose Chart of Accounts
  • Now go to the Accounts in the drop-down list and select New.
  • Choose an account type and then click on continue.
  • Enter all the account information and then click on the save and close option.

Method 4- By Using A Deposit You Need To Record The Shortage Or Overage

  • Open the banking menu and click on make deposits
  • Choose the pending payments that you need to deposit in the Payments to Deposit and then choose the OK option.
  • Go to the make deposit window and then click on the save and new option.
  • Modify the Deposit to, Date, and Memo fields.
  • Now click on the received from the section and then click on the small arrow showing.
  • Now click on the Cash in Drawer
  • Go to the account section and then click on the small arrow icon showing and then select your shortage or overage account.
  • Enter the shortage or overage that can also be called as negative and positive respectively amount in the amount field such as $10 shortage = -10, $10 overage = 10
  • Now click on the save and close option

QuickBooks Technical Support Service:

We hope that with the help of the information and solutions provided above you have been able to understand how to record a cash shortage or overage in QuickBooks desktop and you are now able to easily record a cash shortage or overage in QuickBooks Desktop. It is essential to perform these methods carefully as the difference between the amounts can cause some technical issues in the QuickBooks Desktop. However, if you are still facing any trouble or have any doubt or confusion that needs to be cleared then you can directly contact the Intuit QuickBooks Proadvisors who are 24*7 available to assist you with resolving any kind of QuickBooks related problems, issues, or errors. The QuickBooks highly experienced technical support experts are known for resolving any kind of problems associated with QB instantly resulting in saving your time and energy that you can otherwise invest in attending to other needs of your business. You can get in touch with the team at the QB toll-free supportforerror number +1800-366-1468 to get an immediate response.

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How To Fix Opening QuickBooks Splash Screen Displays And Disappears Without Opening QuickBooks Desktop

QuickBooks is a well-known accounting software that is designed and developed by Intuit to make all the complex accounting tasks easier for the users. QuickBooks manages all the financial and operational needs of the businesses without any trouble which is why it is trusted and used by millions of users across the globe. QuickBooks keeps updating its versions each year to add more user-friendly and advanced tools and features that help the users to perform all the finance-related tasks efficiently. However while using the QuickBooks desktop of QuickBooks you sometimes might get the splash screen that disappears without opening. You might face this error because of internal system issues or technical issues that your QuickBooks desktop may be dealing with. If you are also facing the same error and you are looking for solutions to resolve it then don’t worry this article will take you through all the information and steps that are required to fix this issue. You will also get to know about the process to resolve issues such as Opening QuickBooks Splash Screen Displays And Disappears Without Opening QuickBooks Desktop that belongs to the category QuickBooks Won’t Open which can be caused beacuse of various reasons. It is recommended that you read this article carefully and perform the procedure mentioned in this article step wise to avoid any mistake and complete the resolving process successfully. However if after performing the steps carefully you still face certain issues or errors then you can contact the QuickBooks highly experienced technical support team to get quick response.

Points to keep in mind:

  • If you are not sure about how to perform the steps mentioned in this article or if you are not technologically well versed person then it is is advsied to get in touch with you IT professional to help you out in resolving this issue. Most of the steps mentioned below will only work for the Windows OS and you might need the help of your IT professional if you are using any other opeartional system.
  • You might have to restart your system again and again while performing the solution process.

Method 1- Go To The QuickBooks Tool Hub and Run Quick Fix my Program

Solution 1- Download and install the QuickBooks Tool Hub

Many of the common issues and errors in QuickBooks Desktop can get resolved by just running the QuickBooks Tool Hub. hence, it is recommended to use the tool hub on Windows 10 OS, 64-bit.

  • Click on the QuickBooks close option 
  • Open the official website of Intuit and then locate the download page. Now you need to save the setup file on your desktop or download folder. Now Install the tool correctly and properly. 

Important- if the tool has already been installed by you on your system then you need to go to the home tab to check the tool version. The tool version will be availble at the bottom right corner of the tab.

You will have to perform the onscreen prompt and then click on the agree option for the terms and conditions.

Wait till the installation process is completed and then open the tool.

Solution 2- Run the Quick Fix My Program:

The Quick Fix process allows to shut down every process that might be running in the backgroud and restricting the QuickBooks to run properly.

  • Open the QuickBooks Tool Hub and then click on the program problems
  • Now click on the QuickFix My Program.

Method 2- You Need To Rename QBWUSER.ini file

Important-  The QBWUSER.INI file contains all the record of all the previously opened company files. When you rename this it will result in removing the list of files that you have opened previously.

  • Open the folder where you have saved the QBWUSER.ini file in your system and in case  you can’t find the folder you will have to enable the hidden files and folders.
  • Location: \Users\[Your user name]\AppData\Local\Intuit\QuickBooks [year]
  • Now rename the QBWUSER.ini file by right clicking on it and then choosing the rename option.
  • Now you will have to add the word OLD and then press enter. For example; QBWUSER.ini.old

Method 3- Open The Tool Hub and then Run the QuickBooks Install Diagnostic tool

  • Open the QuickBooks Tool Hub once again.
  • Then you need to locate the installation issues sections.
  • Now click on the  QuickBooks Install Diagnostic Tool.
  • Wait till process gets completed and then restart your computer.
  • Now once again open the QuickBooks to check if the error that you were facing has been resolved or not.

Method 4- Check your FISP Settings for Window 10 Pro or Higher

If the FISP is enabled on your system then you might not ab able to run the QuickBooks Desktop on your system. You will have to get in touch with your IT professional in such sitution if your company file needs this service.

  • Open the start menu and then select the run command 
  • Go to the run command and then click on the GPEDIT.MSC and press enter.
  • Now open the Local Computer Policy window and then select the Computer Configuration.
  • Now click on the windows settings.
  • Now select the Security Settings, Local Policies and then finally click on the security options.
  • Open the System Cryptography FIPS and make sure that it has been disabled. If it is not disabled then you will have to disable it manually. You will have to reboot your system.
  • Now Run the QuickBooks Desktop to verify if the error is still there or it has been fixed. 

QuickBooks Technical Support Service:

We hope that with the help of the information and solutions provided above you have been able to understand how to fix the error of opening quickbooks splash screen displays and disappears without opening quickbooks desktop. Te steps mentioned in this article are easy to perform and do not require any technological knowledge. Although while performing the step 4 you might need to be well versed with the technology to avoid any mistakes. However, if you are still facing any trouble or have any doubt or confusion that needs to be cleared then you can directly contact the Intuit QuickBooks Proadvisors who are 24*7 available to assist you with resolving any kind of QuickBooks related problems, issues, or errors. The QuickBooks highly experienced technical support experts are known for resolving any kind of problems associated with QB instantly resulting in saving your time and energy that you can otherwise invest in attending other needs of your business. You can get in touch with the team at the QB toll-free supportforerrornumber +1800-366-1468 to get an immediate response.

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What Is QuickBooks Year-End Guide

QuickBooks accounting software is the first choice of millions of users across the world when it comes to managing all the financial and operational needs of the Businesses. QuickBooks developed by Intuit has built its own space in the accounting software market because of its highly efficient features and tools that not only make your transaction process easier but also on time. At the end of each financial year, you along with your account will have to perform certain tasks within your QuickBooks desktop. You need to perform this process to close the previous year and prepare for the upcoming year.

If you are looking for the processes that you are supposed to perform and you are not sure about it what needs to be done when a financial ends, then don’t worry this article will take you through all the necessary steps and information and tasks that you will have to perform at the end of each financial year. It is recommended that you go through this whole article and perform all the tasks that are provided below. If after going through the whole article you still face any difficulty or feel stuck at any point then you can always get in touch with the QuickBooks highly experienced Technical Support team to get all your queries resolved in no time. 

Step 1- You Will Have To Confirm The First Month Of Your Fiscal Year:

Select the particular month to initiate your fiscal year that will allow your QuickBooks to clear the accounting ledgers, when you will process a few other financial year processes.

You also have the option to confirm or modify the first month of your fiscal year:

  • Open the company menu and then select my company
  • Now click on the pencil icon
  • Now go to the Report information window and then review the first month of your fiscal year is correct. This will make sure that your dates on the financial reports are correct and accurate.

Step 2- You need to remove if any outstanding deposits are there and then confirm customer account balances and send statements when the end date is just around. You will also have to update the balances, billings, and payments. You will also have to correct the outstanding customer payments by choosing the option to run the Accounts Receivable Aging Summary or Detail report:

  • Open the reports menu and select the Customers and Receivables. Now go to the A/R Aging Summary or A/R Aging Detail.
  • Check the report to see the customers with outstanding balances.

Once you have received all the outstanding balances, the statements are now ready to be sent to the customers now.

How To Send A Statement:

You will have to perform the following steps to send a statement:

  • Open the customers’ menu and then select the create statements.
  • Now click on the appropriate A/R account. 

Important- you will only be able to see the A/R Account section if your chart of accounts has more than one A/R account. 

  • You will now have to review the statement date.
  • Select the date period of the transactions.

Important- you have the option to either specify the date as per the requirement or you can also select and add each open transaction as the statement date.

  • Now choose the customer for whom you need to print the statements.
  • Now choose the additional options. 
  • Now choose the print or e-mail option according to the process to send the statements to your customers.

Step 3- You Will Have To Confirm The Vendor And Vendor Account Balances And Then Pay The Bills Or You Will Have To Write Cheques.

You can perform the following essential tasks at each financial year-end:

  • This includes any outstanding bill that you have for the year.
  • This also includes any outstanding credits, discounts, or products that you have from your vendor(s).

You can now run an Accounts Payable Aging Summary or Details report by following the below steps to review and pay outstanding bills:

  • Open the reports menu and select the vendors and payables or you can choose vendor and payables.
  • Now go to the A/P Aging Summary or A/P Aging Detail.
  • Check the report to check all the outstanding bills that need to be paid before a particular financial year ends.

Step 4- You Will Have To Reconcile Bank Accounts, Credit Cards, And Petty Cash:

Make sure that you have reconciled your bank account statement with the QuickBooks desktop because by doing this you will be able to make sure that your every transaction is right to present on your statement resulting in the accurate financial data in your year-end report.

Points To Keep In Mind Before You Reconcile:

  • Make sure to create a backup for your QuickBooks company file.
  • Now check the transactions for a particular period and then clear all the transactions that have not been cleared in this period
  • Now you need to save a copy of your bank or credit card statement.

Step 5- Now Consult Your Accountant:

You can ask your accountants to help with each financial year-end processes and then forecast the financial future of your company. Now, using your accountant’s copy you can work with your accountant. You can store your QuickBooks Accountant’s file on your local system as it only includes the data that is needed and it is also easy and safe for you to share through the transfer service.

Step 6- You Need To Run The Year-End Report: 

To run the year-end reports you will have to check the information, identify it, and then fix the issues if there is any.

How To Run Year-End Reports:

  • Open the reports menu and then select the company and financial
  • Now go to the Profit and Loss and then select the Balance Sheet Standard or if there is any other report that you have customized.

Go through the criteria that QuickBooks performs to make automatic adjustments at the end of each financial year.

Step 7- You Need To Distribute The Profits That Is From The Business Or Accountant:

You have the option to ask your accountant to drive your Retained Earnings among partners or owners. You can do this by simply creating any journal entry in QuickBooks.

Step 8- With The Help Of Accountant You Need To Prepare A Year-End Tax Return:

Creating or preparing the task is done by a company’s accountant. You will have to share your accountant’s copy and all the financial information needed with your accountant that will help him in preparing and filing your company’s taxes. Your accountant can also modify and make some additional changes if required. 

Step 9- You Have An Option/Choice To Close Books:

This is an optional step and there is no need for the QuickBooks to close books for the completion of the year-end process. Although if you perform this step you will get a choice to close the date password that will limit access for a particular period.

QuickBooks Technical Support Service: 

We hope that with the help of the information and solutions provided above you have been able to understand how to perform each year-end task in QuickBooks Desktop appropriately. However, if you are still facing any trouble or have any doubt or confusion that needs to be cleared then you can directly contact the Intuit QuickBooks Proadvisors who are 24*7 available to assist you with resolving any kind of QuickBooks related problems, issues, or errors. The QuickBooks highly experienced technical support experts are known for resolving any kind of problems associated with QB instantly resulting in saving your time and energy that you can otherwise invest in attending to other needs of your business. You can get in touch with the team at the QB toll-free supportforerrornumber +1800-366-1468 to get an immediate response.

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How To Resolve A Bank Error Or Bank Transactions Won’t Download Issue

QuickBooks that is designed and developed by Intuit is great accounting software that is being used by millions of users across the world. In QuickBooks when you connect with the online bank or credit card accounts with it, then your transactions automatically get downloaded. Although if you find some issues or face any error while receiving the latest transactions then there can be chances that your QuickBooks has some bank feeds errors. If you have also come across such bank error or bank transactions won’t download error and you are looking for solutions then you have arrived at the right page as this article will take you through the methods that will help you to fix this error without any difficulty. In case you are not sure how to perform these methods or face any difficulty then you can get in touch with QuickBooks highly experienced technical support team to get a quick response. 

Steps To Fix The Banking Error Manually

The following are the methods that you need to perform to fix the banking error in QuickBooks Desktop:

Method 1- download your latest transactions manually:

If want to download the latest transaction or you are getting an error or your transactions are getting canceled then you will have to manually download your transactions. 

  • Go to the main menu and then run the QuickBooks and now select banking.
  • Select transactions and then click on the update option.

By doing this you will be able to automatically update every bank and credit card accounts that have been added to the QuickBooks. If you need any additional authentication you need to perform the onscreen prompts but this is not compulsory for all the banks.

You can continue working on the QuickBooks Company File even when the update process is going on. You will receive once the update process is finished. If the new transactions are downloaded by your QuickBooks then you will receive several transactions in the blue account. 

In QuickBooks, you can view your latest transactions being downloaded at 10 pm PT. every night, although most banks send the transactions for the process of downloading only one day after the day when they post it to the bank.

Method 2- You need to check the website of your bank

If you are noticing that the downloading process is slow then it could be a result of some issues that are occurring at your bank level. You will have to log into your bank account to check this. 

First, you will have to get the URL from the QuickBooks:

  • First, go to the banking menu or you can go to the transaction menu.
  • Now select add the account by doing this no account will be added you will only need the listed URL.
  • Now search your bank and then select it.
  • Now copy the URL listed in the window.
  • Now provide the correct credentials to log in to your bank account.

Important- make sure that you have listed your financial institution in QuickBooks Desktop.

Once you have logged in to your bank account then your half of the work is done.

  • Check your account messages, notifications, or alerts. If you are receiving any prompt or any sign-in issue then there can be a chance that your QuickBooks Desktop has blocked the latest transactions.
  • Check your website if there is any announcement on your bank’s website in regard to any new security requirements.
  • Now first run the QuickBooks and then go to the banking menu and then click on the transactions.
  • Then select the blue tile for the bank account.
  • Now click on the update option.

Update your bank info in QuickBooks if made any changes on your bank’s website:

If there is any update available on your bank’s website like account number, username, or password

  • Now click on the blue type for the bank account and then go to the edit icon to modify or make any changes.
  • Now click on the Edit sign-in info.
  • Now in the info and save option make the required changes.

Method 3- Resolve specific banking errors:

You might come across certain QuickBooks errors that belong to bank feeds and you may face them while downloading the new bank transactions. Visit the following linked article to perform solutions for these errors:

  • Error 102 and 105
  • Error 103
  • Error 106
  • Error 324
  • Error 185

Important- you can directly report the errors to QuickBooks that will help and allow them to resolve these errors at their end. 

QuickBooks Technical Support Service:

We hope that with the help of the information and solutions provided above you have been able to understand how to fix errors like QuickBooks Bank Transaction Won’t Download or any other banking error in QuickBooks. You can also perform these steps to resolve QuickBooks OL & OLSU Errors. However, if you are still facing any trouble or have any doubt or confusion that needs to be cleared then you can directly contact the Intuit QuickBooks Proadvisors who are 24*7 available to assist you with resolving any kind of QuickBooks related problems, issues, or errors. The QuickBooks highly experienced technical support experts are known for resolving any kind of problems associated with QB instantly resulting in saving your time and energy that you can otherwise invest in attending to other needs of your business. You can get in touch with the team at the QB toll-free supportforerror number +1800-366-1468 to get an immediate response.

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