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How To Record Journal Entries In QuickBooks Desktop

Journal Entry is a record of transactions that shows the credit and debit balance of the company. This is a very important part of business accounting and you should do it only if you understand accounting or you take the help of your accounting.   In this article we are going to learn to create, send and import Journal Entries in QuickBooks. If you have any queries or issues related to Record Journal Entries in QuickBooks Desktop then you can dial toll-free QuickBooks Support Number +1-800-778-7614.

How To Create Journal Entry In QuickBooks Desktop?

Follow the below steps to create a journal entry in QuickBooks:

  • Enter then debits and credits details manually as you do in traditional accounting systems.
  • Next transfer money between income and expense accounts.
  • Now transfer money from an asset, liability, or equity account to an income or expense account

Add A Journal Entry

  • Open the Company menu and click Make General Journal Entries.
  • Now feed the details in the fields to create your journal entry. When you are done then your debits and your credits should be equal.
  • Choose Save & Close.

If you face any issues in creating journal entries then you can contact QuickBooks Error Support for assistance.

How To Send General Journal Entries If There Are Existing Journal Entries?

Follow the below steps to send general journal entries if there are existing journal entries:

  • Navigate to the Accountant menu and click on Send General Journal Entries.
  • Select the date from the Dates drop-down to filter the list of Journal Entries.
  • Check the box next to the Journal Entries that you want to send.
    • If you want to edit Journal Entries before sending then:
      • Select the link in the Account column.
      • Now Update the entry in the Make General Journal Entries window
      • Click on Save & Close.
    • If you want to make sure that your recipient imports all the Journal Entries then unmark Allow recipient to select which GJEs to post to file
    • You need to send the Journal Entries to the recipient:
      • Choose Email as Attachment to send the Journal Entries now.
      • Click Save as File to save the Journal Entries as a .QBJ file.( The .QBJ file can be attached to an email or can be transferred as portable media.).

How To Send General Journal Entries If There Are No Existing Journal Entries?

Follow the below steps if you want to send journal entries if there are no existing journal entries:

  • Open the Accountant menu and then choose Make General Journal Entries.
  • Type a Journal Entry then select Save.
  • Select to Send GJEs.
    • If you want to edit the Journal Entry before sending:
      • Click on the link in the Account column.
      • Update the entry in the Make General Journal Entries window.
      • Click on Save & Close.
    • If you want to make sure that your recipient imports all the Journal Entries unmark the Allow recipient to select which GJEs to post to file box.
    • Now send the journal entries to the recipient:
      • Select Email as Attachment if you want to send the Journal Entries now.
      • Select Save as File in order to save the Journal Entries as a.QBJ(.( The .QBJ file can be attached to an email or can be transferred as portable media.)

How To Import General Journal Entries(.QBJ Files)?

Follow the below steps to import general journal entries in QuickBooks:

  • Open the File menu and then choose Utilities.
  • Select Import and click on General Journal Entries.
  • Choose the .QBJ file you downloaded and save it on the system.
  • Click each Journal Entry to review the details on the Add General Journal Entries to Your File
  • If you do not want to import a Journal Entry then remove the checkmark next to it.
  • If you cannot find the checkboxes next to the Journal Entries then Click on Add GJEs.
  • Click OK on the GJEs Import Summary window.

Get Technical Support

Now you can easily create, send and import journal entries in QuickBooks. If you need any assistance in performing the above steps then you can contact to QuickBooks Tech Support Number +1-800-778-7614. Our QuickBooks Customer Service experts are available 24×7 to give technical assistance so that your work can resume at the earliest. You can also contact QuickBooks Live Chat Support for your assistance.

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How To Track Job Cost In QuickBooks Desktop?

Job costing means that calculating your expenses and comparing those expenses to your revenue. It is a beneficial feature of QuickBooks that helps you to track your project’s cost.  Here in this article we will learn to track job cost in QuickBooks Dekstop. If you need any assistance then you can contact QuickBooks Support Phone Number +1800-778-7614.

How To Track Job Cost In QuickBooks Desktop?

Follow the below steps to Track Job Cost In QuickBooks:

Step 1: Set Up A Customer To Track Expense

  • First of all setup job for each customer even if you have an only single customer. This will help you to track your income and expense on a job-by-job basis. This will also ease in bookkeeping when you will add another job in future.
  • If you have recorded any earlier transaction to the customer then QuickBooks will automatically move those transactions into Job 1 when you create a new job.

Step 2: Set Up Your Items To Optimize For Job Costing

  • You are required to feed enough information in each item so that you may create a precise job cost report whenever required. To do this you have to learn how to add. Edit and delete items

Step 3: Assign All Your Expenses To Jobs

Ensure that to provide your all expenses to the job in order to get a complete job cost report.  Whenever you enter a bill, check or timesheet then you have to choose the suitable job in Customer: Job column.

  • For billable time: You have to assign hours to the customer or job. To do this, you need to calculate and enter the hours spent on the job using either a weekly timesheet or a single activity entry. You each entry will be verified automatically in the billable column on the form. Remember: The timesheets are a non-posting entry so the time must be imported to a bill or invoice that you want to put in Job Profitability or Company Financial Reports.
  • For Job-related Purchases: Use a bill, check, or credit card charge to record the items purchased for a job or subcontracted services. Feed each item or service that you purchase in the Item tab. Make sure that you assign each item or service to the customer or job in the Customer: Job column.
  • For Overhead Expenses: You should not assign any expense to Customer: Job column which is not caused by any specific job like rent, office supplies, etc. You can create a dummy Customer: Job called “Overhead” to track all overhead costs to that fake job.
  • For Mileage: You need to record the mileage in the Enter Vehicle Mileage In order to modify the amount for this expense, you can change it on the invoice.
  • For Other Expenses: Enter each expense like freight charges, postage, etc in the Expense tab. You can use a bill, check or credit charge to record the expense. Make sure that you put each expense to the customer or job in the Customer: Job

Step 4: Enter Your Estimates In QuickBooks Desktop

  • You have the option to create estimates in or outside of QuickBooks. You can just record summary estimates into QuickBooks if you want to create estimates into QuickBooks.
  • If you have created estimates outside QuickBooks but invoice inside QuickBooks then you just need to fill up the invoice details in the Create Estimates window to turn your estimates into an invoice.
  • Some job Costing reports can be created without recording estimates as well. But by entering estimates in QuickBooks you get a detail report which puts your project budget under control. You can evaluate your estimates and modify them as per requirement for future projects.

Note: You have to manually feed the time on estimates and invoice as QuickBooks does not correlate it automatically.

Step 5: Create Appropriate Invoices

  • You have to choose the right Customer: Job while creating invoices.
  • If you prefer to create invoices outside QuickBooks Desktop then you must enter a summary of each invoice into the program so that the revenue is added in the Job Profitability reports

Step 6: Run job costing reports to see how your business is doing on a job-by-job basis

  • The Job Reports verify which job is profitable for you and which is not. You can create better estimates, analyze financial reports or identify issue in the job.
  • If you want to access various job reports, Navigate Reports > Jobs, Time, & Mileage. The QuickBooks Premier Contractor Edition and Accountant Edition offer you a wide range of job costing reports that can be accessed from Reports > Industry Specific > Contractor Reports.

Get Technical Support

Hopefully, now you are well aware of the steps to track job cost in QuickBooks. If you need any assistance in any of the above-mentioned steps then you can contact Intuit QuickBooks Support Phone Number +1800-778-7614. Our technicians will help you to fix the technical issues. Our QuickBooks Customer Service helpline is open 24×7 to provide assistance.

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Convert a File from QuickBooks for Mac to QB for Windows

The process of converting QuickBooks Desktop for Mac file to a QuickBooks Desktop for Windows or vice versa is known as Round Tripping. Since QuickBooks for Windows and QuickBooks for Mac use different types of database and the Accountant’s copy is not available in Mac so it becomes very important to convert company files from Mac to Windows and vice-versa. Here in this article we are going discuss to Convert a File from QuickBooks for Mac to QuickBooks for Windows. If you need any assistance during the procedure then you can contact QuickBooks Tech Support +1800-778-7614.

Prepare The Company File

First of all, follow the below steps to prepare the company file:

  • Update QuickBooks Desktop For Mac to the latest version.
  • Now copy the company file to the desktop.
  • Check for any special characters in the file name and company name as !@#$%^&* then rename the file and remove the special characters.
    • Select QuickBooks > Preferences > My Company to find the company name.
  • Next, open the file in QuickBooks and remove all memorized transactions and memorized reports.
  • Rebuild the company file
    • Select File > Utilities > Rebuild Data
  • Now Run the Custom Transaction Detail Report and change the date range to All and enabling the Memo column:
    • Select Reports > Custom Transaction Detail Report.
    • From Modify Report window, choose All from date drop-down.
    • Choose Memo from the columns drop-down.
    • Select OK to run the report.
  • If any memo has more than 50 words or special character then remove them. If these, memos are significant then you can rename them.
  • Rebuild the file again.

Convert Mac Company File To A Windows Company File

You need to process the below steps to convert the Mac company file to a QuickBooks Company file:

  • Open your Company File in QuickBooks for Mac.
  • Select File >Utilities > Export > To QuickBooks for Windows.
  • Provide a name to the file and click on Save to save it on your desktop.
  • Take a backup of the file.
  • Transfer the file (.QBB extension) to the Windows computer.
  • Open QuickBooks for Windows.
  • Click File and then choose Open or Restore Company.
  • Next select Restore a backup copy and click Next.
  • Select the Local backup and click Next.
  • From the backup copy, window browse and select the.QBB file that came from the Mac user and click Open.
  • When prompted to convert the file then type Yes and then click OK.

Converting the Same File back to QuickBooks for Mac

You are required to follow the below steps to convert the same file back to QuickBooks for Mac:

  • Open the company file in QuickBooks for Windows.
  • Navigate to File > Utilities > Copy Company File for QuickBooks for Mac.
  • Save the company file. (For ease, you can save it on your desktop)
  • Next Transfer the file (with the .MAC.QBB extension) to the Mac system.
  • Open QuickBooks for Mac.
  • Select File > Restore > From a Disk.
  • Select the file and click Open
  • Click OK when prompted to restore a QuickBooks for Windows file.
  • Type a name for the restored file.
  • Click Save.

Get Technical Support

You can contact QuickBooks Support Phone Number +1800-778-7614 if any time you encounter any issue while following the above step. Your all QuickBooks issues will be resolved in quick time. We have a team of experts who have many years of experience in resolving such types of errors. Our QuickBooks Customer Support helpline is open round the clock to provide uninterrupted assistance. As an alternative, you can also seek assistance on QuickBooks Live Chat Support.

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How To Use Accountant’s Copy In QuickBooks

The accountant’s copy in QuickBooks is a feature by which the accountants and the clients can work on a company file at the same time.  The accountant’s copy manages and transfers the data between the accountants and clients without any interruption.  In this article we will learn about Accountant’s Copy. If you need any assistance then you can contact QuickBooks Support Number +1800-778-7614.

What Is The Workflow Of Accountant’s Copy?

Instead of saving the data on the computer, the accountant’s copy uses intuit serve to transfer the files between the accountants and clients. The workflow of the accountant’s copy is mentioned below:

  • The client makes the accountant’s copy and sends it to the accountants for review and editing. Meanwhile the client can continue his work on the file.
  • QuickBooks saves the accountant’s copy as an export file to the Intuit Server.
  • This makes the system to send an email with a download link to the accountant for the export file(.QBX).
  • The accountant now opens the link and create a working file(.QBA) to edit and make changes.
  • The accountant saves their changes creating an import file(.QBY) which is saved on the Intuit server.
  • Now the client can open the import file sent by the accountant to save the changes to the company file.

What Are The Limitations Of Accountant’s Copy?

If you need any assistance related to the functions of the accountant’s copy then you can contact QuickBooks Customer Service. Below are the few limitation of the accountant’s copy where we will discuss the things the accountants copy cannot do:

Scenario 1

For Clients: When your accountant is reviewing the accountant’s copy that you had sent then you can work in.QBW working file but cannot do the below things:

  • Edit or delete existing accounts
  • Send Assisted Payroll Data or Direct Deposits to Intuit

Scenario 2

For Accountants: When you receive an accountant’s copy from your client then :

  • QuickBooks prohibits you from doing any type of changes that may conflict with the client’s work.

Limitation Of Lists

You can modify the following things in the Accountant’s Copy when you are working with Lists:

  • Add an item to the Class List, Customer List, Employee List, Fixed Asset Item, Item List, Other Names List, Vendor List, and Sales Tax Code List (Exception: You cannot change or make items on the Sales Tax Code List inactive)
  • Edit items on the Vendor List and the Item List (Exception: You cannot modify an item to another type on the Item List)

There are a few limitations as well:

  • You cannot type vehicle mileage
  • You cannot modify the type of an item
  • You are unable to add, edit, void, or delete build assemblies
  • The existing accounts cannot be deleted and merged

Limitation Of Transactions

When working on transactions, you can make the following changes in an Accountant’s Copy:

  • You can add, edit, and delete most types of transactions dated on or before the dividing date
  • You can add new transactions dated after the dividing date
  • It allows you to edit account and tax information for existing items ( but tax line mapping cannot be sent back to the client)
  • The preferences can be changed temporarily
  • You can make adjusting entries

You cannot make the following changes:

  • You cannot add, delete, and edit (but not void) payments received
  • You are not able to add, edit, void, or delete sales tax payments
  • You cannot add or use credit card processing
  • You cannot create non-posting transactions such as estimates and sales orders
  • It prohibits you to edit or void bill payments by credit card
  • You cannot transfer funds between accounts

Limitation Of Payroll

You can’t make the following payroll-related changes in an Accountant’s Copy:

  • You cannot add, edit, or delete payroll items
  • You cannot create, edit, delete, or void paychecks
  • It prohibits you to enter, edit, or delete timesheet data
  • You cannot create, edit, delete or void Direct Deposit checks for 1099 vendors
  • You cannot send Assisted Payroll Data or Direct Deposits to Intuit

Besides, you cannot do the below things in an accountant’s copy as well:

  • You cannot import data from Excel, Web Connect, and QuickBooks timer files
  • You cannot manage service keys (buy additional licenses)
  • You cannot use planning and budgeting tools
  • You cannot use online banking services

How To Reset the Accountant’s Copy Password?

Follow the below steps to reset the accountant’s copy password:

  • Type *.* in the File Name field
  • Choose the Accountant’s Copy (.QBA) file
  • Type and confirm your New Password
  • Click Reset Password to complete the procedure.

How To Get Technical Support?

By now you must have understood the Accountant’s copy and its features. If you need any technical help related to Accountant’s copy then you can contact QuickBooks Tech Support Number +1800-778-7614.  Our technicians are very experienced and skilled to resolve any type of QuickBooks issues in quick time.

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How To Use And Customize Form Templates In QuickBooks

QuickBooks gives the benefit of templates which you can use for invoices, estimates, sales order, purchase order, statements, credit memos, sales receipts, and packing. It also gives the facility to customize templates as per your business requirement. For any details related to the usage and customization of QuickBooks, you can contact to QuickBooks Support Phone Number +1800-778-7614. Here in this article we will learn about the customization of templates and steps to import and export template in Windows and Mac.

Form Templates Overview

A template is defined as the base of the forms that you use to capture various details like your company’s purchase, sales, receipts, etc. The template states the visual of the form i.e. how your form will look when you print it. The templates define the structure of the form which is made of fields and columns.

The Template Lists

The template list contains all the templates for your forms. Initially, there are predefined and standard templates that you can use at the start or customize it as per your requirement. It also gives the facility to create duplicate or earlier saved templates.

You can select the templates from the templates lists and use it for your form or customize an existing template from scratch. To use the templates you need to go to QuickBooks Lists > Templates.

Customize Form Templates

The basic customization window will help your to customize your templates. You can do it by two methods:

  • Open Template Lists and Double-click on the template that you want to customize.
  • Open Transaction form> Formatting > Manage Templates

The following options are available in the window:

Manage Templates

By clicking this button, you can view the list of a specific form. You can Copy, Delete or Download Templates. You can also rename your templates with the help of this tab.

Add Your Logo

You can upload your company logo by using Use Logo box that will appear on your invoice and other forms.  You can also change any pre-existing logo in the templates by clicking on Use Logo. For better result, you can feed your logo in square format that will resize and fit in a square space.

Change fonts and colors

You can change the fonts and colors of certain details in the form

Company & Transaction Information

You can add the contact information of your company on the invoice or forms. If you want to change the details then you are required to choose Update Information.  If you want to move the details to any part of the form then you can click on Layout Designer.

Additional Customization

  • You can click Additional Customization to remove or add information on the header, columns, and footer of the form as they appear on your screen and the printed copy.
  • You can click on the screen checkbox to view the field on your system while filling the form in QuickBooks.
  • You can select the Print checkbox if you want the field to appear on the printed form

Layout Designer

If you want to add or remove header or columns from the template then you can select Layout Designer. You can move and resize the items from your templates.

Print Preview

By clicking this Print Preview button you can view how your form will look once when it is printed. You can find this section on the right side of the screen.

 Duplicate or Make A Copy Of The Template

This section allows the design and format of a customize template (e.g invoice) to another template type (Packing Slip). You can do this by the below methods:

  • Open QuickBooks
  • Select the Lists menu and then choose Templates.
  • Choose the template you want to copy in the Templates list.
  • Select Duplicate from the Templates drop-down.
  • Now choose the type of form you want this template copy to be used for.
  • Click OK.

Now you can use the copy of the template with your required type of form. You have to change the name of the template and the title.

Export or Import Template

In QuickBooks, you can customize templates from one company to another. You save a lot of time in personalizing templates if you have several company files or have to start a new company file. You save damaged templates while sending portable files or converting your company files by exporting and then importing the templates. There are few things that you need to keep in your mind:

  • Customize templates in newer version cannot be imported in the Older versions of QuickBooks.
  • Templates created in one regional version cannot be imported into another regional version.
  • You cannot export templates created for QuickBooks Mac to another company file. By the same way you cannot copy or import templates in QuickBooks for Windows into QuickBooks for Mac

How to Export Templates in QuickBooks for Windows?

  • Open Lists menu > Templates.
  • Select the template that you have to export.
  • From the Templates dropdown, click Export.
  • Check the file name and select the location of the file on the computer.
  • Click Save.

How to Import Templates in QuickBooks for Windows?

  • Open the company file where you want to import the template into.
  • Open Lists menu > Templates.
  • From the Templates drop-down, click Import
  • Choose the template you want to import then click Open.
  • Give a name the imported template.
  • Click OK. You should now see the imported template on the template list.

How to Export/Import Templates in QuickBooks for Mac?

  • Open the Customers menu and then select Create Invoices.
  • Choose the Invoice template selection button at the top of the invoice and click Edit Template. It will open the Layout Designer
  • Click on the File at the top of the Layout Designer.
  • Now you can export or import the template as required.

Get In Touch For Technical Support

Templates make the work easy and make the work appear in a detailed manner. If you need any help in customization of the templates or import/export then you can reach us on toll-free QuickBooks Support Number +1800-778-7614 when our certified technicians will resolve the issue in quick time. You can also reach us on QuickBooks Live Chat Support.

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How To Create A Backup Of Your QuickBooks Company File?

QuickBooks is the most demanded accounting software for small and medium-size business organizations. This accounting tool eases the bookkeeping and financial management tasks and streamlines your business activities in a streamlined way to enhance business growth. Company files are  very important part of QuickBooks. It contains all the financial database of the business organization. Any kind of damage to the company file will result in the loss of the database. So it is required to take regular backup of the company file so that in case of any data loss you can restore the database from the backup. Here in this article we will learn the steps to create a backup of the company file in the QuickBooks. If you need any assistance then you can contact QuickBooks Support Phone Number +1800-778-7614 to talk to our experts.

Create Backup Of Your Company File

You can follow the below steps to create a backup of your company file in QuickBooks.

  • Open QuickBooks and the choose File menu and click on Switch to Single-user Mode.
  • Now from the File menu, choose Backup Company and select Create Local Backup.
  • From the Create Backup dialog, choose Local Backup.
  • Click on Options tab to open the Backup Options
  • In the Tell us where to save your backup copies field, click on Browse and choose the location where you want to save the backup copy.
  • If you want then you can add the date and time of the backup to the file name.
  • You can also set the limit to the number of backup copies to be saved in the folder.
  • From the Online and Local Backup section, select the Remind me to back up when I close my company file option to receive regular backup reminder.
  • Choose the Options tab to check the data you save and alert you to any data corruption. Your data options are :
    • Complete verification(recommended)
    • Quicker verification
    • No verification
  • Select Ok.
  • Now choose if you want to save your backup now or at future backup or both:
  • If you opted for Save it now:
    • You will be asked to select a location to save your file. By default, it will choose the earlier location used for backup. If you want then you can change the location.
  • If you choose Save it now and schedule future backup or Only schedule future backups:
    • Place a checkmark in the box besides save backup copy automatically when I close my company file box. You can also choose the number of times QuickBooks must be closed before you create a backup.
    • Click on New to save backups on a set schedule. You can provide the details of the backup like a description of the schedule, location of backup, etc.
    • Click OK when you are done.
  • Select Finish.

Get Technical Support For Creating Company File Backup

The above steps will help you to create a backup in QuickBooks. If you require any technical assistance you can contact QuickBooks Support Number +1800-778-7614.  The technical experts at QuickBooks Error Support will resolve your issues in quick time. They are very experienced so possess skill to provide the best possible solution for your QuickBooks issues in quick time. Our QuickBooks Customer Support helpline is open round the clock so that you don’t have to wait for any assistance. You can also reach us on QuickBooks Live Chat Support for guidance and support.

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Keyboard Shortcuts in QuickBooks Desktop

If you want to perform efficiently in QuickBooks and make the most use of it then you can use Keyboard shortcuts. Here in this article we will learn the keyboard shortcuts which will smoothen your work. Instead of using menus, you can use keyboard shortcuts to create invoices.

You’ll see underlined letters on some forms and buttons that are shortcut labels. To use the shortcut, Hold Alt and press the underlined letter to use the shortcuts. If you need any help then you can contact QuickBooks Support +1800-778-7614.

Keyboard Shortcuts For QuickBooks Desktop (Pro, Premier, Enterprise)

Navigate around QuickBooks

Action Keyboard shortcut
Open the Help window F1
Close current window Esc
Open the Product Information window(Product and License number, company file location, etc) F2 or Ctrl + 1
Open the Find Transaction window(Transactions, invoices, etc) Ctrl + F
Open the Search window(Customers, accounts, transactions, etc) F3 or Ctrl + 2
Open Tech Help / Technical Info window(System info) F2 to open the Product Info window, then press F3

Data Fields On Forms

Action Keyboard shortcut
Increase or decrease the amount + or  –
Go to the next data field Tab
Go to the previous data field Shift + Tab
Copy, paste, undo, cut Ctrl + CCtrl + VCtrl + ZCtrl + X

Date Fields On Forms

Action Keyboard shortcut
Open calendar to select a date Alt + ↓
Advance a day +
Back a day
Go to today T
Go to the first day of the week W
Go to the last day of the week K
 Go to the same day next week ] 
 Go to the same day last week [ 
Go to the first day of the month  M
Go to the last day of the month H
Go to the same day of the month next month ;
 Go to the same day of the month last month ‘ (apostrophe)
 Go to the first day of the year (Jan 1) Y

Forms and transactions (invoices, expenses, etc)

Action Keyboard shortcut
Record or save a transaction Enter
Add a new transaction line Ctrl + Ins
Delete selected transaction line Ctrl + Del
Copy a transaction line Select a transaction line, then press Ctrl + Alt + Y * Only available in QuickBooks 2018 and later
Paste a transaction line Select a blank transaction line, then press Ctrl + Alt + V* Only available in QuickBooks 2018 and later
Go to the next or previous transaction line ↑ or ↓
Open the full list for the selected drop-down menu (product, service, customer, etc) Highlight the drop-down menu, then press Ctrl + L Press Ctrl + U to add a selected item from the list to your open form
Move between pages on forms and reports Page Up or Page Down
Save and close the current form Alt + S
Go to your last open form of the same type Alt + P
Save and go to the next form of the same type Alt + N
Print form (or list) CTRL + P
Memorize current form and its transactions Ctrl + M
Open Memorized Transaction List Ctrl + T
Open transaction history (for current form) Ctrl + H
Open transaction journal (for current form) Ctrl + Y

 

Lists (Customer Center, Account Register, Item List, etc)

Action Keyboard shortcut
Go to the first item or last item on a list or register Ctrl + Page Up or Ctrl + Page Down
Create a new item on a list (account, customer, product or service, etc) Ctrl + N
Edit an item on a list(account, customer, product or service, etc) Ctrl + E
Delete an item on a list(account, customer, product or service, etc) Ctrl + D
Run a Quick Report for an item on a list Ctrl + F6
Refresh list(You only see this if you are in multi-user mode. This is useful if multiple users are editing the same list.) F5

Start A New Task Anywhere In QuickBooks

Action Keyboard shortcut
Create a new invoice Ctrl + I
Create a new check Ctrl + W
Open the Customer Center Ctrl + J
Open the Chart of Accounts Ctrl + A
Open an Account Register Ctrl + R, then select an account

If you are in an account register, select a transaction and press Ctrl+G. This opens the register for the associated “transfer” account.

 

Open, Set up, And Close QuickBooks

Action Keyboard shortcut
Open your company file with no open windows or menus Hold Alt after you open your company file on the Open Company window
Close QuickBooks Alt + F4
Open QuickBooks Service Keys (Payroll only) Ctrl + K
Set up YTD Amounts for Payroll (Payroll only) Select the Help menu and then About QuickBooks. When the product screen appears, Ctrl + Alt + Y.

Keyboard Shortcuts For QuickBooks Desktop For Mac

Navigate Around QuickBooks

Action Keyboard shortcut
Open the Help window Command + ?
Minimize current window Command + M
Close current window ESC
Close all windows Shift + select window
Open Preferences Command + , (comma)
Open Contextual menu Hold Control, then select the object
Open the Product Information window

(Product and License number, company file location, etc)

Command + 1 
 Open the Find Transaction window(Transactions, invoices, etc) Command + F 
Hide QuickBooks  Command + H

 

Data Fields On Forms

Action Keyboard shortcut
Go to the next data field  Tab
Go to the previous data field Shift + Tab
Copy, paste, undo, cut Command + CCommand + VCommand + ZCommand + X

 

Date Fields On Forms

Action Keyboard shortcut
 Advance a day  +
Back a day
Go to today T
Go to the first day of the week W
Go to the last day of the week K
Go to the first day of the month M
Go to the last day of the month  H
Go to the first day of the year (Jan 1) Y
 Go to the last day of the year (Dec 31) R

Forms And Transactions (Invoices, Expenses, etc)

Action Keyboard shortcut
Add a new transaction line Command + Y
Delete selected transaction line Command + B
Copy a transaction line Option + Command + C
Open the full list for the selected drop-down menu (product, service, customer, etc) Highlight the drop-down menu, then press Command + L
Move between pages on forms and reports FN + ↑ or ↓
Print form (or list) Command + P
Memorize current form and its transactions Command and + (plus)
Open transaction history (for current form)  Command + U

 

Lists (Customer Center, Account Register, Item List, etc)

Action Keyboard shortcut
Go to the first item or last item on a list or register Command + PgUporCommand + PgDn
Create a new item on a list (account, customer, product or service, etc) Command + N
Edit an item on a list(account, customer, product or service, etc) Command + E
Delete an item on a list(account, customer, product or service, etc) Command + D
Open an Account Register Command + R, then choose an account

Open, Set Up, And Close QuickBooks

Action Keyboard Shortcut
Create a new company file Option + Command + N
Open a company file Command + O
Close a company file Option + Command + W
Close QuickBooks Command + W

 

Get Technical Support

If you face any trouble in using these shortcuts, then you can contact toll-free QuickBooks Tech Support Phone Number +1800-778-7614 for assistance.

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Restore A Backup Of QuickBooks Company File

QuickBooks company file is the most important part of QuickBooks as it contains all the database of the financial transactions. You must keep update backup of your company file so that your restore it if any damage happens to our company files due to any reason.  You can follow the below steps to restore the backup from local hard drive or external storage device. If you need any help then you can contact QuickBooks Support Number +1800-778-7614 to get your queries resolved.

How To Restore A Backup Of Company File?

You need to follow the below steps in sequence to restore a backup of company file:

  • Open QuickBooks and then go to the File
  • Click Open or Restore Company.
  • Choose Restore a backup copy(.qbb) and click Next.
  • Select Local Backup and then click Next.
  • From the Look In the drop-down, choose the location of the backup file.
  • Choose the backup file from the folder. The file name should have.qbb extension.
  • Click Open and then click Next.
  • Now select the location where you want to save the file from the Save in the dropdown.
  • Type a new file name and then click Save.

Remember:

  • If you are overwriting a corrupted company file the QuickBooks may prompt to overwrite the file. Select Yes when the prompt message appears to overwrite the file.
  • Type YES into the textbox within Delete Entire File window and choose OK in order to overwrite the corrupted company file with the backup file.

Contact Us For Technical Support

You can contact QuickBooks Tech Support Number +1800-778-7614 for any type of technical assistance related to QuickBooks issues. Your issues will be resolved in no time as our technicians are very skilled and highly experienced.

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Enter Opening Balance For Accounts In QuickBooks

Small Business owners can use QuickBooks to keep track of their payroll and expenses.  Before you start using QuickBooks you have to enter opening balance. Whenever you feed the data make sure that it is correct because you may find it difficult to change the data later. This article will give the details about How To Enter opening balance in QuickBooks. You can talk to our experts at QuickBooks Support Phone Number +1800-778-7614 for more information.

How To Enter Opening Balance In QuickBooks?

An opening balance is the number of funds in your account at the start of the fiscal year or during initial set up. Below is the process to Enter Opening Balance In QuickBooks for various accounts. If you need any assistance in performing the below steps then you can contact QuickBooks Customer Support for instant assistance.

For Bank And Credit Card Account

  • Navigate to the Company menu and choose Chart of Accounts.
  • Right-click anywhere In the Chart of Accounts window and click New.
  • Select Bank or Credit Card for the Account Type.
  • In the Add New Account screen:
    • Fill details in the required fields
    • Choose the Enter Opening Balance button. Without any transaction in it, the Enter Opening Balance button will be still available after the account setup. As soon as you enter any transaction it changes to Change Opening Balance button
    • Now put the earlier balance and ending date from your last bank or card statement before the start date of your QuickBooks.
    • Click Ok
  • Click on Save & Close.

For Other Balance Sheet Account

Through the Chart of Accounts

  • Navigate to Setting icon and press Chart Of Accounts.
  • Right-click anywhere in the Chart of Accounts window and click New.
  • Select the correct Account Type.
  • In the Add New Account screen:
    • Enter all the required details.
    • Hit the Enter Opening Balance
    • Type the funds of the opening balance and the date. Put the date before your QuickBooks start date.
    • Click Ok.
  • Click Save & Close.

Using a journal entry

  • Open the Company menu and click Make General Journal Entries.
  • Enter the date and a number for the journal entry.
  • From the Account column, choose or create the account to be entered.
  • Now enter the account balance as a positive amount in the suitable column as per your account type.
  • Do the above two steps for each
  • After entering all balances, the totals in the Debit and Credit column should match.
  • When all balances have been entered, the totals in the Debit and Credit columns must be equal. You can use the Opening Balance Equity account for the counterbalance for any difference between the two columns.
  • Choose Save & Close.
  • Create additional journal entries to enter the balances for the accounts which are not included in the first entry like accounts receivable, accounts payable, sales tax payable, etc.

Through the Register

If there are transactions in the account then you need to open account register to enter the opening balance:

  • Navigate to the Settings icon and click on Chart Of Accounts.
  • Choose the account to enter the opening balance and from Edit option click on Use Register:
  • Fill the details for the new transaction as follows:
    • Date: Date of the opening balance.
    • Number/Type: Leave as blank.
    • Payee: (Optional) Enter the Opening Balance.
    • Account: Click Opening Bal Equity.
    • Payment or Deposit: Enter the amount in Deposit if it is positive, or in Payment field it is negative.
  • Click Record.

Income and Expense accounts

There is no facility to enter an opening balance for income and expense accounts because their balances come from transactions that the user enter such as checks, bills or invoices.

Technical Support For QuickBooks Issues

With the help of the above step, you can easily enter the opening balance in QuickBooks. If you face any issue then you can contact QuickBooks Support +1800-778-7614 for instant resolution of your issues. Our helpline is reachable round the clock so that you don’t have to wait any further. The certified and experienced technicians will listen to you QuickBooks issues and provide the best resolution in quick time.

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How To Fix QuickBooks Desktop Install Errors?

In this article, we are going to learn how to fix any type of errors during installation of QuickBooks Desktop software. If you require any type of assistance during the procedure then contact QuickBooks Support Phone Number +1800-778-7614.

What Are The Errors That Occur During QuickBooks Desktop Installation?

If face any trouble in installing QuickBooks Desktop or while opening it after you install then you can call on QuickBooks Support Number +1800-778-7614 for instant resolution. Some of the QuickBooks Desktop Install errors are mentioned below:

  • Error 1603
  • Error 1935
  • Error 1402
  • Microsoft .NET Framework errors
  • Errors related to damaged MSXML and C++
  • QuickBooks has stopped working error messages when opening QuickBooks Desktop
  • Error 1712
  • Error 1334
  • Error 1904
  • Errors about verifying your subscription
  • ABS PDF driver errors

How To Resolve QuickBooks Desktop Errors?

You can call to QuickBooks Error Support if you need any assistance in resolving QuickBooks Desktop Installation Errors.  The methods to fix the QuickBooks Desktop errors are mentioned below:

Step 1: Download and use the QuickBooks Tools Hub

You can use QuickBooks Tools Hub to fix common QuickBooks Desktop errors. Follow the below steps to install the tool:

  • Download the QuickBooks Tools Hub from the official website of intuit.
  • Save the file on your Windows desktop.
  • Click on the downloaded exe file.
  • Follow the onscreen instruction on the screen to install it on the system.

When the installation is over then close all the QuickBooks files and double-clicks on QuickBooks Tools Hub icon to open the Tool Hub so that it can fix the common errors.

=Solution 2: Use the QuickBooks Install Diagnostic Tool

  • Close QuickBooks on your system.
  • Open QuickBooks Tools Hub and then click on Installation Issue.
  • Click on QuickBooks Install Diagnostic Tool. It might take some time.
  • When the Tool finishes the diagnosis then restart your system.
  • Update your Windows operating system. Generally, updates prevent and resolve installation errors.
  • Update Windows. Updates prevent and often fix install errors and more.
  • Restart your computer once the updates finish.
    • If you were previously able to install QuickBooks, open QuickBooks, then your company file.
    • If you were previously unable to install QuickBooks, try to install QuickBooks Desktop again.

If you can install and open QuickBooks desktop software then everything is fixed. If the issue still exists the move to the next solution.

Solution 3: Manually Fix Windows Components

When the QuickBooks Install Tool and the update fail to fix the issue then you can manually repair the specific Windows components. However, you should perform these troubleshooting steps only if you are an IT professional, confident Windows user, or working with Microsoft Support experts.

  • Repair or reinstall Microsoft .NET Framework
  • Repair Microsoft MSXML

If you can install and open QuickBooks then the issue is resolved. If you find the issue then move on to the next solution.

Solution 4: Use Selective Startup to install QuickBooks Desktop

You need to install QuickBooks while in Selective Startup (Safe Mode) in order to overcome third-party applications, like antivirus and antispyware programs, that might block the installation.

If the issues still persist then you can contact Microsoft IT experts.

How To Reach QuickBooks Support Department?

You can contact Intuit QuickBooks Tech Support +1800-778-7614 to fix any type of technical issues in QuickBooks Desktop. You can access our services at any time and from anywhere. Our support team will provide remote assistance to your QuickBooks issues. You can also reach us on QuickBooks Live Chat Support.

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