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Steps To Resolve Common Issues In Previous Reconciliation Report

This article will be helpful for you if you are facing any issues with your bank’s last reconciliation report. Sometimes, the previous bank reconciliation report shows no information or the cleared transactions appear to be uncleared. When you encounter such errors with a bank reconciliation report, you can refer to this guide to get rid of the errors.

Important tip: Make sure you create a backup of your QB company file before moving to the troubleshooting steps for resolving the reconciliation report.

When You Get The Blank Reports

When you get your bank’s last reconciliation PDF report and see that some of the columns are blank or missing, you have to follow the below-given troubleshooting methods:

Method 1

Change internet preferences in Adobe Acrobat Reader. To make these alterations, you can follow the given steps:

  • Open the Adobe Acrobat Reader and click on the Edit option.
  • Select the Preferences option and then tap on the Internet option.
  • Check the Display PDF in The Browser box. If it is marked, unmark it.
  • Once you make these changes, run the reconciliation report.

In case you still find the same issue with the reconciliation report, you can try to repair or reinstall the Adobe Acrobat Reader.

Method 2

Re-generate the same reconciliation report. Try opening the report for the same account as that reconciliation report might be corrupted or damaged. In case of such type damaged reconciliation reports, you can try the following steps to resolve the issues:

Undo all the last bank reconciliation reports

  • In the Banking section of QuickBooks, click on Reconcile.
  • Go to the Begin Reconcile Window and select the required bank account.
  • Click on Undo Last Reconciliation.
  • Once you click to undo the reconciliation, you will get a popup that asks you to create a backup of your QB company file. You can click on the continue option if you have already created a backup of your company file.
  • Once the process is finished, tap the OK button and re-reconcile the transaction.

When Cleared Transactions Appear As Uncleared

When you enter the wrong future date in the Statement Date field of the Begin Reconciliation window, your reconciliation report may display the cleared transactions as uncleared. Make sure you check the future date in the statement date section to prevent such issues. You can try the following steps as well to get rid of such type of reconciliation report issues.

Method 1

Undo the last bank reconciliation report and then create a new reconciliation report again with the proper future date. To do this,

  • Navigate to the Banking section in QuickBooks, select Reconcile.
  • Go to the Begin Reconcile Window and select the required bank account.
  • Click on Undo Last Reconciliation.
  • Once you click to undo the reconciliation, you will get a popup that asks you to create a backup of your QB company file. You can click on the continue option if you have already created a backup of your company file.
  • Once the process is finished, tap the ok button and re-reconcile the transaction.

Method 2

Make no changes to the bank reconciliation report. Once the statement date is passed, the transactions will be automatically cleared.

When The Starting And The Ending Balances Are Wrong

Sometimes you may face a situation when the starting and the ending balance on the bank reconciliation report appear wrong. Generally, this error occurs due to an incorrect statement date inserted in the reconciliation report, or you have inserted the later reconciliation report in QuickBooks before the current reconciliation report.

Note: QB desktop links the date you insert in the statement date section along with the other reconciliation reports you create in it. The starting or beginning balance is the total sum of all the cleared transactions that contain all the previous dates to the current reconciliation report.

When the reconciliation report has a future date or the ongoing reconciliation has a past date, the transactions always assigned date later than the statement mentioned in the current reconciliation does not get assigned to the starting balance on the reconciliation report. This is because of the ending balance calculated based on the starting balance.

Beginning Balance + Deposits and Other Credits – Checks and Payments = Ending Balance

The ending balance will always be incorrect when the starting balance is wrong, and to resolve this, you can undo the previous reconciliation report.

You can follow the below-given steps to do so:

  • Go to the Banking window in QuickBooks and click on Reconcile.
  • Click on the Begin Reconcile option and select the required bank account.
  • Tap on Undo Last Reconciliation.
  • When you click to undo the reconciliation, a popup will appear that asks you to create a backup of your QB company file. Hit continue if you have already backed up the file.
  • Click ok when the process ends.
  • Ensure the last reconciled on a date has changed to the previous date.
  • Erase all the statement services charges, interest adjustments, and balance adjustments from the register.
  • Process the reconciliation report with accurate dates.

When The Statement Date For The Last Reconciliation Is Wrong:

  • Follow the same steps to undo the reconciliation reports.
  • Erase all the statement services charges, interest adjustments, and balance adjustments from the register.
  • Generate the reconciliation reports in sequence.

When The Report Shows Future Statement Date

Generally, QuickBooks remembers the dates inserted in the previous reconciliation report. The pop up might get displayed that states the future statement date when you try to create a reconciliation report. Hence, until that future date is reached, the report will default to that future date.

Important note: Resetting the last date needs the changes in the previous reconciliation report. You have to undo that.

You have to follow the same steps to undo the changes made to the reconciliation report with the one that has an incorrect date and then processes the reconciliation report creation.

Steps To Fix PDF-related Errors

You may get an error when you try to view the last reconciliation report in QuickBooks. This error usually comes with the following error message:

The Adobe Acrobat/Reader that is running cannot be used to view PDF files in a web browser. Adobe Acrobat/Reader version 8 or 9 is required. Please exit and try again.

The damaged installation on Adobe Acrobat Reader is the major cause behind this PDF-related error. We suggest contacting Adobe customer service to fix this error.

Contact QuickBooks Technical Services

You can fix all the errors related to QuickBooks Previous Reconciliation Reports with the help of this guide. If you are facing any difficulties while correcting the errors in the last reconciliation reports, you can dial the toll-free QuickBooks Support Phone Number +1-888-500-2955 to avail the technical assistance from the experienced Intuit certified QuickBooks ProAdvisors of Supportforerror.

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How To Create A Recurring Credit Card Payment In QuickBooks?

Creating a recurring credit card payment helps you to charge your customers based on the frequency you create. If you are looking for the procedure to set up a recurring credit card payment, we have got you covered.

Once you set up the recurring payment in QuickBooks, filling the form with the proper customer list and item list management becomes very easy. QuickBooks can also manage the automatic invoice payment. In this article, we will teach you how to create a recurring credit card payment in QuickBooks. You can also choose to connect with our Intuit Certified QuickBooks ProAdvisors to understand the complete guide to create the recurring credit card payment in QuickBooks. Simply, call on the toll-free QuickBooks Support Number +1888-500-2955 to contact us.

Steps To Create A Recurring Credit Card Payment In QuickBooks

We have covered all the necessary steps to create a recurring credit card payment in QuickBooks. You can refer to the below-given steps to create a recurring CC payment:

Step 1: To Begin With

Things to remember before you start with steps:

  • Multiple processes are used by QuickBooks online for credit card recurring payments.
  • QuickBooks notify you on the primary email address whenever the recurring payment is processed.
  • Only credit cards are used for recurring payments in QB. Checks cannot be used for that.
  • Recurring payments are processed as a non-qual or mid-qual rate. These transactions cannot be swiped.

The beginning of the procedure to set up the recurring credit card payment depends on your decision to use the QB or not.

In case you wish to connect the recurring payment to QB desktop,

  • Select customers in QuickBooks and click on Credit Card Processing Activities.
  • Select the Setup Recurring Payments option.

A signed authorization form from the customer is necessary to set the recurring credit card payment in QuickBooks. You can get this form in the Authorization Form link and give it to the customer to fill up and sign. You can use that form for your references.

Step 2: Generate The Recurring Credit Card Charges

  • Go to the Processing Tools on the QB main menu and tap on Create a Recurring Charge. Else, you can also choose to click on the Create option in the Manage Recurring Payments window.

Step 3: Enter The Existing Customer Or Create A New One

Steps for location and choosing an existing customer:

  • In the Customer field, insert the name till it gets displayed in the list.
  • When you move to select the customer name and the QB is connected, you can see this customer list in the QuickBooks customer list. Otherwise, it maintains a running list of customers which you had created while creating the recurring payment.

Warning: A customer assigned to the foreign currency must not be selected as it can lead to accounting problems. Make sure you select the customer that is assigned to USD.

Steps To Create A New Customer:

  • Tap on Add new and type in the information in the required fields. Refrain yourself from tapping on Add new options in case there are some recurring charges already associated with QB. Even if you do that, the records will not be downloaded properly.
  • You have to add the customer first to QB and then choose it from the existing customers.

Based on the numbers of customers in the QB company file, the timeframe of the added customers varies every time.

Step 4: Insert The Name For The Recurring Payment

To understand the purpose of the recurring payment you create, it is important to name that.

It helps you and your customers to understand the charges. Whenever the payment is made, this name is provided in the email. In the notification sent to the customer, the mentioned items will not appear. Setting up the invoice options in QB is easy, and all the items will reflect in the invoice.

Step 5: Create The Payment Schedule

This step is necessary to set the dates on which your customer gets charged. You have set the start date, frequency, and the end date to create the payment schedule.

Let us understand these factors one by one.

Start Date: This is the date when your customer is supposed to pay. It should be one day later, and it affects the schedule of future payments,

End Date: This date is the last date of the billing cycle. When the customer makes the payment after the end date, it does not get processed. You have the option to leave this field black if you don’t want to fill this information.

Frequency: This is the billing interval. Once you set the frequency, the customer has to make payments in this interval. For example, If the start date of the bill is 1st July and the frequency is one month, then the customer has to make the next payment on 1st August.

Step 6: Select An Invoicing Option

Credit card recurring payments are compatible with QB Company Files. It is possible to access the QB customer list and invoice items, although you have recurring payments post updates to QB automatically.

When you make recurring payment charges to your customer with the proper schedule. However, book management also should not be ignored. To do this, there are the following methods:

For every payment, recurring payment generates the invoices automatically. To do this,

  • To have QuickBooks record the invoicing for every payment, click on the itemized list option.
  • In the Search for Item box, insert the name of the items. You can select the items to add in the total. To map the sum of the total, recurring payments need item prices and sales tax amounts. If we provide that, recurring payments figures the total automatically. In QB, the total sum cannot be adjusted manually.
  • The auto-generated invoices display all the items and prices. (This does not contain the email notifications).
  • The only items that are available in the QB item list can be selected. If the item is not present on the list, you can select such items. In case you want to edit the items, you have to make changes in the QuickBooks directly.

When you want to manually create the invoice, or you have already created the invoice:

You can choose the Amount Only option if you are not generating an invoice for each payment separately. It is not possible to select the items with this option. You can just insert the total payment with the tax included. The Make Merchant Service Deposits section manages to record these payments in QuickBooks.

Step 7: Insert Credit Card Information

  • In the billing information window, you can insert the credit card information that you want to use for the recurring payment.
  • If that is the commercial card, check the This is a commercial card box and type in the Sales tax amount and the Customer accounting code in the designated fields.

Step 8: Send The Notification To The Customer

Tip: you can skip this step if you want. This is optional.

The email that is used while setting up the recurring charges can be used to send the notifications. To do this,

  • Check the Notify My Customer That I Setup This Recurring Payment box.
  • If you cannot see this option, you may have turned off the email notifications.
  • Hit the next button once you check the box.

When the payment is made, the notification is sent to you and the customer. You have the option to disable the email notification.

Step 9: Review And Save The Credit Card Recurring Payment

Before you save the recurring payment, make sure that the entries satisfy the terms and the form that was signed by the customer.

Once you review it carefully, click on Edit to make changes and hit the submit button to save the changes.

Important Note: To allow QuickBooks to synchronize data, you have to rerun the QuickBooks. In most of the cases, the recurring charges occur at the midnight of the payment date.

24×7 Technical Services Of QuickBooks

This article will guide you through creating the recurring payment in QuickBooks. The recurring payment in QuickBooks can sometimes lead to the following errors:

 

If you encounter one of these errors while creating the recurring payment in QuickBooks, you can call our highly-experienced and renowned QuickBooks ProAdvisors of Supportforerror on the toll-free QuickBooks Support Phone Number +1888-500-2955.

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A Complete Guide To Set Up Folder And Windows Access Permissions To Share Company Files

There are many corresponding components in QuickBooks that are needed to be upgraded so that QuickBooks can work efficiently in multi-user mode. Due to the involvement of multiple computers, the errors in the multi-user environment are quite complex to resolve. Moreover, it is a bit tricky to locate the exact system where the issue has occurred. QuickBooks File Doctor Tool is a great way to fix such errors in multi-user mode.

Things To Remember

  • It’s better to go through the entire blog post before trying your hands on the troubleshooting steps.
  • Ensure the valid permissions are given to the installation directories.
  • Due to the absence of a security tab in the MS Windows, it is recommended to reboot the system in the safe mode to complete the process.
  • To open the system in the safe mode, you can follow the below-given steps:
  1. Start the system and keep pressing the F8 key. This will open the Advanced Boot Options.
  2. Choose the safe mode and press the Enter key.
  • QBDataServiceUserXX depends on the QB version you use.
  • When multi-user hosting is enabled in the system, it can take the responsibility of the company file by moving to a different hosting mode.

Steps To Setup Folder Permissions

Cross-Check If The Permissions Are Given Correctly

  • Run the Windows Explorer and click on the folder where you have saved the company file.
  • Select the Properties from the dropdown and click on the Security tab. In the security, select Advanced.
  • Choose QBDataServiceUserXX and hit the Edit option to make changes.
  • Remember to allow the below-given settings:
  1. Traverse Folder/Execute File
  2. List Folder/Read Data
  3. Read Attributes
  4. Read Extended Attributes
  5. Create Files/Write Data
  6. Create Folders/Append Data
  7. Write Attributes
  8. Write Extended Attributes
  9. Read Permissions

In case of wrongly set permissions, perform the following:

  • Run the Windows Explorer and click on the folder where you have saved the company file.
  • Select Properties and tap on security and then edit.
  • Tap on Full control for the QBDataServiceUserXX file and click on Allow and Ok one by one.

How To Change Folder Permissions?

  • Start the Windows Explorer. (You can do that by pressing windows+R key)
  • Locate the parent folder and right-click on that. Click on Properties from the available options.
  1. C:\ProgramData\Intuit\Entitlement Client\v8
  2. C:\ProgramData\Intuit\Entitlement Client\v6.0
  3. C:\ProgramData\Intuit\Entitlement Client\v5
  4. C:\ProgramData\Intuit\Entitlement Client\v3
  5. C:\ProgramData\Intuit\Entitlement Client
  6. C:\ProgramData\Intuit\QuickBooks Enterprise Solutions X.0 (X = version) or C:\ProgramData\Intuit\QuickBooks 20XX (XX = year)
  7. C:\ProgramData\COMMON FILES\INTUIT
  8. C:\ProgramData\COMMON FILES\INTUIT\QUICKBOOKS
  9. C:\Users\Public\Public Documents\Intuit\QuickBooks\FAMXX (XX = year)
  10. C:\Users\Public\Public Documents\Intuit\QuickBooks\Company Files
  11. C:\Users\Public\Public Documents\Intuit\QuickBooks\Sample Company Files\QuickBooks Enterprise Solutions X.0 (X = version)
  12. C:\Users\Public\Public Documents\Intuit\QuickBooks\Sample Company Files\QuickBooks 20XX (XX = year)

Important Note: Make sure you perform the steps for all the folders mentioned above. However, not every folder might apply for the installation as they belong to different QBD versions.

  • In the Security tab, click on Everyone.

Important Note: If you can see the Everyone option, you have to tap on Add and write Everyone and click on Ok.

  • Select Full control and then click on apply and ok.

How To Set Windows Access Permissions To Share Company Files?

When you work on the QB Company file over the network, ensure that QB has valid access, and it can prevent future problems.

If You Use Windows 7, 8 Or 10

  • Start the Windows Explorer and click on the folder where you have saved the company file.
  • Right-tap on the same folder and click on Properties from the dropdown options.
  • Select the Sharing option and click on Share Add.
  • Select the QBDataServiceUserXX based on the QuickBooks version.
  • Allow the Full Control for both the users and click on Share.

If You Use Windows 8.1

Follow the given steps to take ownership of the file.

  • Tap on Share for the file you want to take ownership of.
  • Click on Advanced security and then click on change.
  • Select Advanced and then click on Find Now.
  • Choose the required user and hit Ok.

To Give the Full Control:

  • On the required folder, hit the share button and navigate to Advanced Security.
  • Tap on Add and then click on Select a Principle.
  • Click on Advanced, then select Find Now and select the user and click Ok.
  • To provide full control, select Full Control and hit the Ok button.

For Windows Server 2012

Make sure the File and Storage services are already installed before you step ahead to perform the below-given steps.

  • Open the Run command in your system (Press windows+R) and type in server manager in the blank field. Press enter once you enter name.
  • Select File and storage services and click on Shares.
  • Click on New Share from the dropdown to run the File Share profile. As you read the details in each file, you can see the differences in every file.
  • Tap on SMB Share-Quick and choose a custom path.
  • To find the folder that needs to be shared, tap on browse from the share location.
  • When you select the accurate folder, tap on select a folder option, and then click on next.

Important Note: Configure Share Settings option can be used to leave the default selections and then hit the next button.

Get In Touch With 24*7 QuickBooks Tech Services.

When you have to share QuickBooks company files, the information given in this blog will be useful for you to set up folder and Windows access permissions. However, users sometimes can encounter some technical issues while setting up the folder and windows access permissions, and in such scenarios, we recommend you dial our toll-free QuickBooks Support Phone Number +1888-500-2955 to get in touch with our super-skilled QuickBooks ProAdvisors of Supportforerror.

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How To Locate QuickBooks Product Version And Release?

When it comes to resolving errors in QuickBooks, it is very important to know the exact version and release of the QuickBooks software you use. We will discuss all the to-do things to understand the QuickBooks product version and release.

In this blog, we will provide all the information to locate the QB product version and update that with ease.

Steps To Locate The Product Version Of QuickBooks Desktop For Windows

  • Run QuickBooks software and press the F2 key on the keyboard.
  • This will display the information about the product that includes QuickBooks version, release, year, license number, permitted users, and more.

You can connect with our Intuit Certified QuickBooks ProAdvisors for assistance on updating your QuickBooks product version.

In case you want to locate the QuickBooks Product version that was used to access the file previously, you can perform the below-given steps:

  • Run QuickBooks and Press F2 key.
  • You can also press the ctrl+1 on the keyboard to locate the QB product version.
  • Select the Version Used On File option in the product info window.

You can find the most recently used QB version at the bottom of the list:

 

Code Version
V28 QuickBooks Desktop 2018
V27 QuickBooks Desktop 2017
V26 QuickBooks Desktop 2016

Steps To Locate The Product Version Of QuickBooks Desktop For MAC

When you want to locate the QuickBooks Desktop Product version for MAC, you have to click the Help option and select the Product Information.

To update the QB Desktop for MAC, you can click on the Update QuickBooks option in the Help section.

Steps To Check The Version Of QuickBooks Statement Writer (QSW)

  • Select QuickBooks Statement Writer in the Reports section.
  • When the QB statement writer starts, click on Help and select About QuickBooks Statement.
  • The About Window also displays all the product information.

To update the QuickBooks Statement Writer:

  • Click on Reports and select QuickBooks Statement Writer.
  • Follow Help Center<Update to update the QuickBooks Statement Writer (QSW).

Steps To Locate The Version Of QuickBooks Basic Or Enhanced Payroll

  • Click on Employees Menu and Choose Payroll Center.
  • Check the subscription status in the payroll tab.

You can refer to our Intuit certified and highly experienced QuickBooks ProAdvisors to know more about payroll subscriptions and payroll tax table updates.

Steps To Locate The Release Of QuickBooks POS (Point Of Sale)

You can perform the following steps to locate the QB POS version:

  • Navigate to the Help menu.
  • Click on About Point of Sale from the dropdown.
  • This will pop up the POS product information window.

It is easy to update the QuickBooks POS app by clicking the Update option in the help section. You can choose to connect with our renowned and experienced QuickBooks ProAdvisors to get additional assistance on QB Point of Sale upgrades.

Steps To Find The QuickBooks Merchant Service Or QuickBooks Payments Version

Generally, the QuickBooks Merchant Service or QuickBooks Payment is used as an entry point to the merchant service server. This is the reason why there is nothing such as a product version for this feature.

In case you want to know more about the QuickBooks Merchant Service or QuickBooks Payment, our QuickBooks ProAdvisors can assist you and resolve all of your doubts.

Contact QuickBooks Technical Team

As mentioned earlier, understanding the QuickBooks version/release is very important to resolve many QuickBooks errors. This article is the perfect guide to locate the release or version of your QuickBooks and other features. When you are unable to find the QB version/release using the given steps, you have the option to call the certified QuickBooks ProAdvisors of Supportforerror on our toll-free QuickBooks Support Phone Number +1888-500-2955 for instant resolution.

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How To Free Up Space In Intuit Data Protect?

Are you searching for a detailed guide on freeing up space in Intuit Data Protect?

Well, your search ends here as in this blog post, we will cover all the steps to free back up space in Intuit Data Protect if you have crossed your storage limit.

Intuit Data Protect offers 100 gb of backup space and you will run into the QuickBooks Error 2261 if you cross this storage space. You will also receive an email from Intuit about this and information regarding the last backup failed.

You can choose to delete some older files to create some free space for new files. Here’s how you can do that:

Step 1: Check Your Intuit Data Protect Version

Make sure that you are using the latest version of Intuit Data Protect prior to freeing up space.

Check out How To Update Intuit Data Protect for more information.

Step 2: Delete Backup Folders

Important: Deleted backup files cannot be recovered. You can download the backed up file first as a fail-safe option.

  • Go to the bottom right of your screen and right-click on the Data Protect icon.
  • Now, click on Open Intuit Data Protect.
  • Hit Ctrl+R keys.
  • You can now delete the backed up files.
  • Intuit Data Protect will show the exact size of each folder.
  • Wait for the process to complete.
  • Choose Delete option.
  • Click on the Yes button for confirming that you wish to permanently get rid of the backup folder.
  • Click on the OK button to complete the process.

Step 3: Reduce Backup File Size

But you can always avoid this situation by removing the files that aren’t necessary to back up.

  • Go the bottom right corner of your screen.
  • Scroll to the Data Protect icon and right-click on it.
  • Choose Open Intuit Data Protect.
  • Click on Change Backup Settings.
  • Now, carefully examine and unmark all the files and folders that you do not want to back up.
  • Choose Continue button.
  • Now, exit Backup Settings.
  • Moving forward, you can back up again.

How To Get Support For Intuit Data Protect?

For any assistance with freeing up space in Intuit Data Protect, you can get in touch with the toll-free QuickBooks Support Phone Number +1888-500-2955. You will be connected with the Intuit certified QuickBooks ProAdvisors.

Our QB Experts will connect with you from a remote server connection and free up space in front of you. We also offer 100% refund policy and let us tell you, we never lose a client.

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Steps To Fix The Native Error Code 00008 Of QuickBooks

QuickBooks is best known as one of the most reliable and trusted accounting software. It has some complex features that can help your business grow faster. You can tailor various QB features such as payroll, inventory tracking, and online accounting as per your business’ needs. But, there are a few situations when users can experience some QuickBooks errors such as Native Error Code 00008 of QB. The most common instance of the occurrence of the QB Native Error 00008 is when the user is working on the archive tab. When there is a corrupt or disfigured archive folder, QuickBooks Native Error 00008 arises.

Even though QB is sometimes prone to issues related to installation, server, or company file, nobody can deny the fact that QB is a comprehensive financial solution for your business. It is preferred by many due to its industry-specific features. From defining user roles and permissions to free unlimited support, QB has everything that a high-class accounting program should have. All the QB users should understand that whenever they experience errors in QuickBooks, it is recommended to fix them as soon as possible to avoid the interruption.

Thing To Know About QuickBooks Native Error 00008

When the archive folder is disfigured, there are greater chances of you coming across QuickBooks Native Error 00008. Pro QuickBooks users know that this issue is very common in QuickBooks.

QuickBooks comes with an application known as Point Of Scale(POS). It is integrated with QuickBooks so that users can use this feature accordingly. QuickBooks Native Error 00008 mostly occurs when users are working on the POS.

Resolution For QuickBooks Native Error 00008

Method 1: Delete The Zip Genius Software From Your PC

You might be aware of the Zip Genius program that helps users to compress or extract the files. This is a non-QB software and can be a reason for the occurrence of QB Native Error 00008. To overcome this, you can uninstall this program from your computer and use an alternative app for the Zip Genius. You can use other software like WinZip or WinRar for compression and extraction.

  • Press the Windows key and type Control Panel in the search bar.
  • Open the Control Panel from the search results and click on the Add or Remove program.
  • Find the Zip Genius software from the available list of software.
  • Tap on it and select Uninstall to get rid of it.
  • Reboot your system when the uninstallation is done.
  • Download the WinZip Or WinRar this time.

Method 2: Download The Recently Updated Zip Genius App

Zip Genius Customer support can get the updates for you. You just have to call their customer service team and ask them to get the app updated. They will assist you ahead. If you want to download the updates manually, you can run the official website of the Zip Genius and get the recent version downloaded.

Once you download the app in your system, restart the computer so that the changes will be applied.

Contact QuickBooks Technical Support Service 24*7.

The given steps will help you fix the QuickBooks Native Error 00008. Even though you are not tech-savvy, the provided methods are very simple to implement and eliminate QB Native Error 00008. In case you see that the QB Native Error 00008 is still around, you have to get in touch with the QB Tech Support Team of supportforerror. To reach them, you have to dial the toll-free QuickBooks Support Phone Number +1888-500-2955.

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Understand List Entries Limits And Custom Fields In QuickBooks Desktop

All of the QuickBooks features are easy to use. They benefit a lot to the small and mid-sized businesses. List entries are one of the popular features of QuickBooks. It allows users to access company data more straightforwardly.

This blog gives insight into good-to-know information about the list entries. At the end of this blog, you will be aware of the maximum list entries you can create in QB Desktop and some other useful facts about custom fields. If you are willing to have a word with us over a phone, you can connect with QuickBooks Support Team of supportforerror. One of the QB Experts will assist you further.

Important: QB Desktop Pro and QB Desktop Premier users have to upgrade to QB Desktop Enterprise if they want to add extra entries. For upgrading to QBD Enterprise, users can get in touch with Intuit certified QuickBooks ProAdvisors on the toll-free QuickBooks Customer Service Phone Number +1-888-500-2955. Once you get connected, you will be assisted with the required steps to upgrade your QBD pro/premiere to QBD Enterprise.

Maximum List Entries Allowed For Windows OS

 

List name Max number of entries (Pro, Premier) Max number of entries (Enterprise)
Chart of Accounts 10,000 100,000
Total names: Employees Customers, Vendors, and Other Names combined 14 500 (individual limits of each list is 10 500 >100,000
Items, including inventory items (group items can contain only 20 individual items) 14,500 >100,000
Items in an inventory assembly or sub-assembly 100 500
Job types 10,000 10,000
Vendor types 10,000 100,000
Customer types 10,000 100,000
Payroll items 10,000 10,000
Price Levels 100 750
Classes 10,000 100,000
Terms for receivables and payables 10,000 29,000
Payment methods 10,000 10,000
Shipping methods 10,000 10,000
Customer messages 10,000 100,000
Ship To addresses 10,000 10,000
Memorized reports 10,000 29,000
Memorized transactions 10,000 50,000
To Do notes 10,000 100,000
Sales Reps 10,000 10,000
Sales Tax Codes 10,000 10,000
Group Items & Sales Tax Group Items 50 50
Advanced Inventory Sites N/A 1,000,000
Advanced Pricing Price Rules N/A 100,000
Contacts No limit No limit
Custom Fields 20 45
Item custom field 5 15
Customers/Vendors/Employees custom fields 15 30

Users can get one fantastic benefit if they use QB Desktop Enterprise 14.0 or later versions. They can insert up to 1 million additional list entries. But, when you cross the threshold limit, some difficulties may occur.

To eliminate this problem, you can follow some steps. You can check the list of information and work accordingly. To do this, you have to press the F2 key while you are on the QB. This will open the List Information windows. You can verify the list related info here and proceed.

When it comes to the custom fields, the table has information about the total limit. This total is the combination of entries done for customers, vendors, and employees.

Users generally get 15 custom fields if they use the QB Pro or QB Premier. Each category can use up to 7 custom fields.

QBD Enterprise users can use 30 custom fields, and each category can use up to 12 custom fields.

Maximum List Entries Allowed For MAC

Previously, a few of the items mentioned in the following table were not available for the older QuickBooks versions. This is the updated data that tells all information about the limits of list entries in MAC OS.

 

List name Max number of entries
Chart of Accounts 10,000
Items, including inventory items

(Group items can only contain 20 individual items)

14,500
Job Types 10,000
Vendor Types 10,000
Customer Types 10,000
Purchase Orders 10,000
Classes 10,000
A/R Terms and A/P Terms added together 10,000
Payment methods 10,000
Shipping methods 10,000
Customer messages 10,000
Memorized reports 14,500
Memorized transactions 14,500
To Do List 10,000
Names added together (Employees, Customers, Vendors, and Other Names) 14,500

 

Generally, users can insert up to 10000 names in each list. However, 14,500 is the maximum limit you can consider.

More On Some Practical Constraints

As mentioned earlier, QB is ideal for small and mid-size organizations. By small or medium-sized companies, we mean any company that has the employee strength up to 20 and revenue less than 2 million USD. QB works efficiently with the company transaction data of nearly two years which is helpful to analyze the past and current reports. Users can compare the reports to evaluate their current standings.

Depending on the industry size, QB company files size may vary. More the size of transaction info, more the growth rate of the QB company file. Such transaction information usually includes transaction numbers, related links, and more.

The Condense Data Utility is the excellent troubleshooting method you can use if you are facing any trouble when you cross the limited number of list entries.

QuickBooks’ User Guide can help you learn more about Condense Data Utility. We suggest you go through this before you consider trying this method. Else, you can also connect with certified QuickBooks experts on the toll-free QuickBooks Support Phone Number +1-888-500-2955, and you will be guided on every doubt you have.

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How To Configure Firewall For QuickBooks Point Of Sale?

QuickBooks Point of Sale is undoubtedly one of the most powerful and versatile desktop accounting software. It makes tracking sales, inventory, managing customers easy and quick. You can also keep track of customer’s past purchases to determine their choice of brands and products. Sometimes QB POS users run into errors like the QuickBooks Error 176104, QuickBooks Error 2003, etc.

These errors occur on your screen because of improper firewall configuration on your computer. Firewalls are designed to track and restrict any process which is deemed a threat to the computer. But sometimes, a Firewall can consider a QB POS process a threat for your computer and restrict the connectivity between the server and client computers. Therefore, it is imperative to configure your Firewall for running QuickBooks Point of Sale.

If a firewall is blocking QB POS ports, these process won’t work:

  • Electronic Funds Transfer – Intuit Merchant Services credit card processing.
  • Database Server Manager – (Server installation only) Ability to connect and record transactions/changes to the company file.
  • Intuit Entitlement Service – Product license and user validation.

Important: Log in as the System Administrator. You need Windows administrator rights to perform the steps given below in this article. For users who are using a third-party security application/software, remember to add the Firewall Ports along with Executable files that are crucial for running QB Point of Sale.

How To Configure Windows Firewall?

  • Press the Windows key to open the Start Menu.
  • Click on the search field and type “Run” and press Enter.
  • In the Dialog box, type Control Panel and press Enter.
  • Go to View by option, which is on the top-right side of the control panel. Click on Category and choose Small icons.
  • Now, a window with different icons will appear on your screen.
  • Look for Windows Defender Firewall and click on it.
  • Choose Advanced Settings, then click on Inbound.
  • Tap New Rule.
  • Now, choose Port, then tap on the Next button.
  • Type in the port numbers, then tap on the Next button (Check out Point of Sale Firewall Ports section).
  • Here, select Allow Connection, then tap on the Next button.
  • Provide a name for the firewall and click on the Finish button to complete the process.
  • Also, create a new Outbound rule by performing the steps given above.

Point of Sale Firewall Ports

PORT PORT NUMBERS
TCP(Incoming) 8040, 8443, 8036, 8035, 8025, 8024, 46228, 46225, 46216-46220, 46203, 2638, 443
UDP(Outgoing) 8036, 8035, 8024, 2638

Executable files and their required ports

DEFAULT PORT PROGRAM FILE TASKS THAT REQUIRE THE PROGRAM FILE
443 ·        EFTSvr.exe ·        Throughout operation

·        Merchant Service transactions

8443 ·        EFTSvr.exe ·        Throughout operation

·        Merchant Service transactions

2638 ·        DataImporter.exe

·        EFTSvr.exe

·        QBDBMgr.exe

·        QBDBMgrN.exe

·        QBPOSDBServiceEx.exe

·        Conversion from previous version

·        Changing currently running database.

·        Startup

·        Detecting change to QBDatabases.ini

·        Help > Manage my license

·        Throughout operation

4620346204 ·        EFTSvr.exe

·        QBDBMgrN.exe

·        QBPOS.exe

·        Throughout operation

·        Changing currently running database

80248025 ·        QBPOS.exe

·        Setup.exe

·        Web installation

·        License verification

·        Throughout operation

File Locations

FILE LOCATION
·        Eftsvr.exe (v9 &lower)

·        DataImporter.exe

·        QBPOS.exe

·        QBPOSShell.exe (v10 & higher)

·        64-bit:

·        C:\Program Files (x86)\Intuit\QuickBooks POS XX\

·        32-bit:

·        C:\Program Files\Intuit\QuickBooks POS XX\

·        QBDBMgr.exe

·        QBDBMgrN.exe

·        QBPOSDBService.exe

·        64-bit:

·        C:\Program Files (x86)\Intuit\QuickBooks POS XX\DatabaseServer\

·        32-bit:

·        C:\Program Files\Intuit\QuickBooks POS XX\DatabaseServer\

How To Contact QuickBooks Tech Support Department?

To get immediate assistance for configuring your Firewall for QuickBooks Point of Sale, call on the toll-free QuickBooks Support Phone Number +1888-500-2955 or click on the QuickBooks Live Chat Support.

The QuickBooks ProAdvisors over here at supportforerror are all certified by Intuit and have over a decade of experience. They have assisted thousands of users over phone calls and remote connection. Get in touch with us today and experience our top rated premium QuickBooks Technical Support Services.

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Fix QuickBooks Bank Error OL-222

QuickBooks is one of the most efficient and powerful accounting and management software for MAC. Millions of small and mid-sized business owners and accountants all over the world use it. But sometimes while importing a .QBO file from a reputed financial institution or Bank in QB Mac, users run into QuickBooks Error OL-222 message:

“QuickBooks was not able to complete your request. Please contact your financial institution. (OL-222)”

QuickBooks Error Code OL-222 implies that QB did not get an appropriate response from your Bank’s server. In most cases, you will encounter the QB Error 222 because of a parsing error. When a .QBO file has one or more non-compliant characters; it creates a parsing error. Check out and follow the Open Financial Exchange (OFX) standard for exchanging financial data with QB to avoid such errors.

You can also face Error 222 of QuickBooks if the .QBO file is formatted incorrectly after downloading a Web Connect file from an approved bank.

Apply the steps given below in this article to manually resolve the QuickBooks Error OL-222. All the steps are easy to implement and do not require any prerequisites. But if you are in a rush and do not have the time to go through this entire content and perform the steps on your computer, contact the QuickBooks ProAdvisors.

Dial the toll-free USA QuickBooks Customer Service Number +1888-500-2955 to contact the certified QuickBooks ProAdvisors.

Solutions For QuickBooks Error OL-222

Apply the solutions given below for resolving the QB Error Code OL-222 or contact the QuickBooks Experts.

Solution 1: Update To The Latest Release

  • You should update your QuickBooks to the latest release to get rid of the error 222 of QB. Follow the steps given in this article: Update QuickBooks To The Latest Release.
  • Now, you need to Back up the QuickBooks Company file. We have created a detailed guide on how to create a Backup of the QuickBooks Company file. Read How To Create A Backup Of Your QuickBooks Company File for more information.
  • Finally, you have to import the .qbo file once again. Check if this solution resolved the QuickBooks Error OL-222. If not, move on to the next solution.

Solution 2: Correct Invalid Formatting

If there are any invalid characters in the .QBO file, get rid of them. An example of an invalid character would be using “&” in the .qbo file. Open the file in Text edit mode and get rid of all invalid characters and you should be able to import the .qbo file without any problem.

If you need help with removing invalid characters, get in touch with the certified QuickBooks ProAdvisors of supportforerror. We will communicate with your Bank and make them aware of this.

QuickBooks works on the OFX guidelines that are set by the OFX Consortium.

QB will not import any .qbo file that does not follow the OFX guidelines.

Solution 3: Download A New FIDIR.txt File

Note: Create a backup of your company file prior to implementing this solution. Also, close your QuickBooks.

  • Press and hold the Control key on your keyboard and click on the version of QB that you are utilizing for downloading the file.
  • Go to Download QuickBooks For Mac and select Download Linked File As.
  • Save it on your computer.
  • Get rid of the old FIDIR.text.
    • FIDR # 1
      • Go to the Finder menu bar and hit it the option key.
      • Now, select Go and then Library.
      • Search the Download folder – Application Support/com.intuit.QuickBooks20XX/Downloads.
      • Get rid of the FIDIR.txt.
    • FIDR # 2
      • Go to the top menu bar and select Go.
      • Now, choose Applications.
      • Hit the Control key on your keyboard.
      • Choose QuickBooks 20XX.
      • Go to the contextual menu and click on Show Package Contents.
      • Now, double-click on the Contents folder and head to the Resources folder.
      • Look for “FIDIR.txt” file and delete it by moving it into the Trash.
    • Go to your downloads folder and copy the new FIDIR.txt file.
    • Paste the new FIDIR.txt file into the Resources and Downloads folder.
    • You should be able to import the .qbo file now.

Get QuickBooks Technical Support Service

If you need technical assistance in resolving the QuickBooks Bank Error OL-222 or you want to talk to the QuickBooks Experts, call on the toll-free QuickBooks Support Phone Number +1888-500-2955 or click on the QuickBooks Live Chat Support button.

We offer 24×7 QuickBooks Technical Support Services for all versions and editions of QuickBooks.

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Steps To Reinstall QuickBooks (Complete Guide)

If you want to manage your day to day accounting or inventory tasks, there is no other accounting software better than QuickBooks. It has a very straightforward yet effective user interface and a plethora of advanced features. In this article, we will talk about the steps to reinstall QuickBooks.

If there is an issue within your QuickBooks or you are encountering an error while working on QB, then it is advised to reinstall QuickBooks. Reinstalling QuickBooks can resolve many errors and issues.

You can perform these steps to reinstall QB, or you can choose to get in touch with the Intuit certified QuickBooks Experts of supportforerror. To contact the QB Experts, call on the toll-free QuickBooks Customer Service Phone Number +1888-500-2955.

How To Reinstall QuickBooks?

Before you move on to the steps, make sure that you take a backup of your QuickBooks data. Now, to reinstall QB on your PC, firstly, you need to uninstall your current version of the desktop accounting software and then install it once again.

For technical assistance, contact the QuickBooks ProAdvisors.

Note: Keep your QuickBooks Installation CD, License number, and Product number handy while reinstalling QuickBooks.

Perform the following steps for reinstalling QuickBooks:

Step 1: Uninstall QuickBooks Desktop

  • Press the Windows key on your keyboard to open the Start Menu.
  • Now, click on the search field and type Control Panel. Press Enter.
  • In the Control Panel window, go to Programs and Features and click on Installed Programs.
  • In the List of Programs installed on your computer, look for QuickBooks.
  • Right-click on QuickBooks.
  • Choose Uninstall.
  • Now, follow the instructions that appear on your monitor.
  • If you run into any issue while uninstalling QB, contact the QuickBooks Technical Support Team.

Step 2: Rename The Installation Folders

There are two ways for renaming the installation folders on your computer. You can either choose to do it manually or use the feature to rename the folders in QuickBooks Clean Install Tool.

  • Firstly, go to the official website of Intuit and download the QuickBooks Clean Install Tool on your computer.
  • Save the QuickBooks_Clean_Install_Tool.exe file and open it.
  • A prompt will appear on your screen.
  • Select I Accept on the license agreement.
  • Now, from the list of QB versions, choose the QB desktop version that you are using.
  • Click on the Continue button.
  • If you see the message, ‘QuickBooks is not ready for a clean install, please install to the default directory’, click on the OK button.

Now, for manually renaming the folders, you need to unhide all the hidden files. After unhiding the folders, rename folder location for each folder.

Tip: Add “old” or “damaged” to existing folder names to easily distinguish between the folders.

If you run into the “Error: Access Denied when renaming folders” message while renaming the folders, perform these steps:

  • Press Ctrl+Alt+Del simultaneously on your keyboard.
  • Task Manager will appear on your screen. Now, click on the Process tab, which is on the top-left side of the Task Manager window.
  • Tap on the Image Name column header. This will automatically sort all the processes in alphabetical order.
  • Look for QBDBMgr.exe, QBCFMonitorService.exe, Qbw32.exe.
  • Select all three and choose End Task.
  • If a warning message pops-up on your screen, click on Yes.

Step 3: Reinstall QuickBooks Desktop

After successfully uninstalling QuickBooks desktop accounting software from your computer, you can start reinstalling it. Make sure that you download the latest version of QuickBooks available.

How To Contact Intuit Certified QuickBooks Experts?

If you encounter any issue while performing any of the steps or you need to talk to our QuickBooks Experts, call on the toll-free QuickBooks Support Phone Number +1888-500-2955.

If you want to chat with the QuickBooks Support Department then click on the QuickBooks Live Chat Button and fill in your information. We will get back to you as soon as possible.

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