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Fix Warehouse Manager App for QuickBooks Desktop Enterprise

In this blog post, we are going to cover some of the most common issues that a QuickBooks user can run into while using the Warehouse Manager App. We have also mentioned the steps for troubleshooting and address all the issues.

We highly recommend the QuickBooks Tech Support Service of supportforerror. They are the top-rated QB Support company based out of New Jersey, USA and have been providing premium QuickBooks support services for 8 years now. You can call them on the 24×7 live QuickBooks Enterprise Support Number +1888-382-7559 or use their QuickBooks Live Chat Support.

These are the Set up/Linking errors that you can run into:

If you encounter this message on your device… Do this…
This is not the right format. Check your password and try again. Check that the passcode you entered matches the passcode that QuickBooks provided. Make sure you did not include any extra characters or spaces and then enter your passcode again.
This is not the right passcode. Check that the passcode you entered matches the passcode that QuickBooks provided. Make sure you did not include any extra characters or spaces and then enter your passcode again.
The connection attempt has timed out. The app had difficulty making a connection to QuickBooks. Check your Internet connection on both your phone and your machine then try again.
QuickBooks is not allowing this device to link. Try again or contact your administrator. The app cannot connect to QuickBooks. This is most likely due to the device being removed, or because you selected聽Deny聽when prompted to connect. Try to connecting again and select聽Allow聽when prompted to connect the device.

If you continue to have a problem,聽contact QuickBooks Experts.

QuickBooks is no longer linked to this device. Somebody may have removed the scanner from the company file. Connect the app to QuickBooks again using the steps above.
Your passcode has expired. Contact QuickBooks to request a new passcode for this company file. The passcode you are using has expired and you will need a new one.聽Contact us聽to request a new passcode.
Something went wrong. Please try again. Check your Internet connection on both your device and your machine and then try again.

If you have tried a few times already,聽contact QuickBooks support.

Errors during picking

If you encounter this message on your device… Do this…
Quantity picked exceeds quantity assigned. Edit the quantity at the top of the information screen for the item or when prompted.
You need to add x more serial number(s). This is due to a mismatch between the number of serial numbers you provided and the quantity picked. Make sure you have the correct number of serial numbers for the items picked.
You need to pick x more piece(s). Do you want to continue picking this item? Select:

路聽聽聽聽聽聽聽 Yes聽and continue picking the required number of items

路聽聽聽聽聽聽聽 No聽and continue with a partially filled status for that item.

The item you scanned isn鈥檛 in your picklist. Make sure you have the right item. Make sure the item you鈥檝e selected matches the item in your picklist.
You aren鈥檛 connected to the Internet. Check your network settings and try again. Check that you are connected to the Internet.
This device isn鈥檛 linked to the company anymore. Contact your administrator. Reconnect your barcode scanner or Android device to QuickBooks.
The Picklist has already been updated or completed. Verify with the Warehouse Manager (or equivalent) whether the Picklist was opened or has been worked on already.
The following items do not have the right quantity picked. Items are either partially picked or not picked at all. Select:

路聽聽聽聽聽聽聽 Go back聽to continue picking items

路聽聽聽聽聽聽聽 Continue聽to proceed with a partially picked list.

You鈥檒l lose the information if you proceed without saving. Select:

路聽聽聽聽聽聽聽 Save聽to save the changes done on the screen

路聽聽聽聽聽聽聽 Discard聽to undo changes

The changes you made will be lost. Do you want to pick this item or discard changes? Select:

路聽聽聽聽聽聽聽 Pick聽to pick the items

路聽聽聽聽聽聽聽 Discard聽to unpick the items

Get 24×7 QuickBooks Support

We are confident that you got to learn a thing or two about QuickBooks Warehouse Manager App issues and how you can fix them easily. Just check the first column for the issue you are facing then check the column on the right to learn how you can fix it.

Otherwise, call on the toll-free QuickBooks Support Phone Number +1888-382-7559 and let the QuickBooks Experts connect with your desktop so that they can start fixing the issue. We encourage all our readers to use QuickBooks Chat Support if they want to arrange a call back on their direct line number. Contact us today!

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Change User ID Or Email Address For QuickBooks Force

QuickBooks is a great platform for small and mid-sized businesses for managing their day to day accounting tasks. But to use QuickBooks Workforce, you will need to provide your user id/email address of Intuit account for signing in. Most users create Intuit Account from an email address and then forget the email address or they lose access to it. In such a case, you need to change the email address manually or get in touch with the QB Experts of Supportforerror.

Call on the 24*7 available QuickBooks Tech Support Phone Number +1-888-382-7559 to contact the Intuit certified QuickBooks Experts.

How To Update Email Address From Inside QuickBooks Workforce?

  • Go to QuickBooks Workforce.
  • Use your user credentials to sign in into your account.
  • Go to the top-right corner and click on the gear icon.
  • Select Account Settings.
  • Click on the Edit option which is close to Email Address.
  • Provide the new email address.
  • Confirm your current password and choose Save to store changes.
  • QB Workforce will send a confirmation email to your new email address.
  • Open your new email address and follow the instructions given in the confirmation email.

How To Update Email Address From Accounts.intuit.com?

  • Open any internet browser like Google Chrome, Mozilla Firefox or Internet browser on your screen (preferable Google Chrome).
  • Now, click on the address bar at the very top of your browser window.
  • Visit https://accounts.intuit.com.
  • Use your current used ID and password for signing in.
  • Choose Edit option which is close to Email Address.
  • Provide your new email address.
  • Confirm your current password.
  • Choose Save for storing changes.
  • QB workforce will send a confirmation email to your new email address.

Note: Provide user ID which matches your new email address. Also, provide your First name and Last name which you can utilize in future to make any changes.

How To Process An Email Change Request?

  • Head to https://help.quickbooks.intuit.com/en_US/update_email?product_name=qbdt.
  • Go through the information which is needed to ensure that you will be able to complete the update.
  • Implement the instructions which appear on your screen and select the Submit
  • Check the confirmation email which QuickBooks Workforce sent to your and check if your email address has been updated.
  • Now, you can sign in to QB Workforce.

What To Do If You Are Asked To Confirm Your Account Information With A Code?

You will be asked to verify your account credentials with a confirmation code when you try to sing in to QB Workforce utilizing your Intuit Account Login. Choose how you wish to receive the code, and select the Continue button.

You will receive the code within minutes. In case you do not have the user credentials for the email listed, choose the Confirm my account a different way button for changing your email.

quickbooks workforceYou must provide your confirmation code before exiting the window. You can choose to open another window if you want.

quickbooks workforce supportOpen your email account for retrieving the confirmation code. Sometimes it takes a few minutes for the code to arrive in your inbox. Be patient and also check your bulk/junk/spam mail folder to see if the code was sent there.

Click on the Continue button after entering the confirmation code. In case you didn鈥檛 get the confirmation code click on the Didn’t Receive A Code. You will be able to sign in into your QuickBooks Workforce account once you get verified.

Get Tech Support For QuickBooks Workforce

If you are encountering any issues while changing the user id or email address for QuickBooks Workforce then do not hesitate to give us a call. We聽assist hundreds of QB Workforce users everyday with their day to day tasks.

You can connect with the renowned QuickBooks ProAdvisors by dialing the toll-free QuickBooks Support Phone Number +1-888-382-7559 or using the QuickBooks Chat Support service. Get instant QB Tech Support Service for QuickBooks Workforce.

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Unexpected Results When Exporting Accountant鈥檚 Changes (.QBY)

QuickBooks accounting desktop software is the perfect choice for managing financial and inventory small and mid-sized businesses. It comes loaded with a number of advanced tools and features according to the market trends. Accountants and Bookkeepers all over the globe recommend QuickBooks because of the unmatchable QuickBooks Tech Support Services. You can subscribe to the premium QuickBooks Support Services to get instant solutions for all QuickBooks errors and issues including Unexpected Results When Exporting Accountant鈥檚 Changes.

Dial the toll-free QuickBooks Support Number +1888-382-7559 to connect with our team of Intuit certified QuickBooks Experts.

In this article, we will show you how you can manually fix this issue by following some simple troubleshooting steps. So let us dive right in.

Users usually encounter this error while sending the accountant鈥檚 changes to your client in QuickBooks Desktop. You can also face this issue when you attempt to export the accountant’s changes or (.QBY) file.

This is a list of errors which you can run into. Make sure you follow the steps given for the particular error which you are encountering:

Error: QuickBooks Is Unable To Display The Accountant鈥檚 Changes

You will run into this error while viewing, importing or exporting changes from an Accountant鈥檚 Copy.

Note: If you have saved the Accountant鈥檚 Changes file in a remote connection then first of all move this file into a local folder prior to exporting. Intuit Data Service support is not available for such issues. Contact our QuickBooks ProAdvisors of Supportforerror.

Solution 1: Delete temporary internet files from Internet Explorer

  • Go to your desktop and double-click on the Internet Explorer icon.
  • Head to the Tools menu in the upper-right corner and click on Internet Options.
  • In case the Tools menu is not displayed, press the Alt key.
  • Go to the General window.
  • Click on the box in front of Temporary Internet Files to mark it.
  • Click on Delete button.

Solution 2: Remove special characters in the Chart of Accounts

Special characters include:

  • Less than (<)
  • Greater than (>)
  • Ampersand (&)
  • Apostrophe (鈥)
  • Quotation mark (鈥)

How to remove special characters?

  • Open QuickBooks.
  • Log in to the QuickBooks company file.
  • Go to the List menu and select Chart of Accounts.
  • Right-click on the account.
  • Choose Edit Account from the drop-down menu.
  • Make all the necessary changes.
  • Choose Save & Close.

Solution 3: Re-convert the Accountant鈥檚 Copy (.QBX) and re-enter the changes

  • Open the .QBX file once more for creating a new .QBA
  • Head to the File menu and choose Open or Restore a Company.
  • Tap on the Convert an Accountant鈥檚 Copy Transfer File.
  • Click on the Next button.
  • Select the .QBX file and then tap on Open.
  • Choose the location on your local storage device where you wish to save the file.

Note: Select a different location from the original .QBA file.

  • Create new changes to the new Accountant鈥檚 Copy again.
  • Now, Export the Accountant鈥檚 Changes.

Solution 4: Send and import General Journal Entries

This step is most efficient if most of the changes are recorded using General Journal Entries.

Unable to print or save Accountant鈥檚 Changes as PDF

Are you encountering issues while printing or saving the Accountant鈥檚 Changes as PDF? These errors or issues imply that the Qbprint.qbp or your PDF converter may be damaged.

Solution 1: Rename the Qbprint.qbp file

Note: Make sure that no files or folders are set to hidden. Search for files using Windows to locate these files in Windows.

  • Head to the folder where you have saved the QBPrint.qbp file.
  • Windows 10, 8.1, 8, 7 and Vista Users: C:\ProgramData\Intuit\QuickBooks 20XX
  • Server 2008 and Server 2012: C:\Program Data\Intuit\QuickBooks year and C:\Users\**remote user**\AppData\Roaming\Intuit\ YEAR VERSION\TSPrinterSettings
  • Right-click on the QBprint.qbp file.
  • Choose Rename from the drop-down menu.
  • Now, Add old at the end of the file name (i.e. QBPrint.qbp.old)
  • Open QuickBooks desktop accounting software from your desktop.
  • Go to the File menu and choose Printer Setup.
  • Select any of the transaction available in the Form Name menu.
  • Click on the OK button.
  • A new QBprint.qbp file will be created.
  • Now, attempt to print any of the transaction again.

Solution 2: Repair the PDF converter

You can refer to the article How to repair the PDF converter in order to repair the tool

If the steps mentioned in that article do not work then move on the next solution.

Solution 3: Rename the MSHTML file

  • Go to your desktop and look for the QB icon.
  • Now, right-click on the QB icon.
  • Choose Open file location from the drop-down menu.
  • Go to the MSHTML.DLL or MICROSOFT.MSHTML.DLL file.
  • Right-click on both the files and choose Rename option from the drop-down menu.
  • Type 鈥淥LD鈥 to the front of the file name.
  • For e.g: OLDMYFILE.DLL or OLDQBFILE.MSHTML.DLL.
  • Now, open your QB again and try once more to print or save the accountant鈥檚 changes as a PDF file.
  • If you are still encountering issues while exporting the file then head to the next solution or connect with the QuickBooks ProAdvisors.

Solution 5: Completely Uninstall QuickBooks From Your System

  • Read our article on Clean Installing QuickBooks and apply the steps.
  • Try to export the file and if you still run into any error or issue then move on to the next solution.

View/Export Changes For Client Is Grayed Out

We have found out that when the Accountant鈥檚 Copy is damaged then the users are unable to export the changes. Also, they can鈥檛 click on the View/Export changes for client option as it is grayed out.

Make sure that the extension for the file is .QBA and if it is then restart your QB software. Do not worry if you are still encountering the issue and simply apply the steps given below:

Solution 1: Copy Your file locally

Is your Accountant鈥檚 copy file located on a server or external drive? If it is then you must create a copy of the file in a local folder. Now, you can attempt to export the Accountant鈥檚 changes. Check if the issue is resolved and if it is not then move on to the next solution.

Solution 2: Troubleshoot the data damage issues

The Intuit certified QuickBooks Experts of supportforerror further noted that if the Company file is damaged then the View/Export Changes for the client will be grayed out. Therefore, you must firstly resolve the data damages. You can either do it manually or connect with the QB Experts by dialing the toll-free QuickBooks Customer Service Phone Number +1888-382-7559.

Solution 3: Recreate the Accountant鈥檚 Changes

The QB Experts observed that if the company file had any damage prior to creating an Accountant鈥檚 Copy then the only solution is delete the Accountant鈥檚 Copy restrictions and recreate a new Accountant鈥檚 Copy. Apply the steps given below:

  • Create another Accountant鈥檚 Copy.
  • Go to the File menu in your QuickBooks and click on the Send Company File option.
  • Select Accountant鈥檚 Copy and click on the Client Activities button.
  • Click on the Send button.

View/Export Changes For Client Windows Is Empty Or Displays Modifications From The Earlier Accountant

  • In case you are able to view the last Accountant鈥檚 Copy modifications then it implies that your QB Company file is damaged. We recommend that you resolve the data damages as soon as possible to avoid further problems.
  • If you are getting a blank page then it implies that the XML code on your QB is not functioning properly. XML code is responsible for tracking and maintaining the Accountant鈥檚 Changes in the View/Export Changes for Client window. It is not possible to view any modifications if the code is not functioning as it should but the modifications will be temporarily stored in the database. We suggest that connect with the QuickBooks Tech Support Team to resolve this issue or follow the below mentioned solutions.

Solution 1: Refresh The Transactions

  • Open your QuickBooks and head to the Reports section.
  • Now, choose Custom Reports and click on Transaction Details.
  • Open the Filters tab and insert the Entered/Modified.
  • Enter the From date in the respective text field. 鈥淔rom date鈥 is the date when you changed the Accountant鈥檚 Copy to an Accountant鈥檚 Copy working file.
  • Now, change the To Date to Today鈥檚 date.
  • Select the Detail Level filter.
  • Now, look for the Summary only option and click on it.
  • Go to the Current Filter Choices and choose Date.
  • Also, remove Selected Filter.
  • Click on the OK button.
  • A report will appear on your screen which will display all entered and edited transactions since the Accountant鈥檚 Copy was converted.
  • View the report and double-click on any transaction. Make some changes in the transaction.
  • Click on the Save & Close option.
  • Repeat the these steps for all the transactions available in the report.
  • Now you can view or export the Accountant鈥檚 Changes.

Solution 2: Recreate the Accountant鈥檚 Copy

First of all get rid of all the accountant鈥檚 copy restrictions. Now, make an Accountant鈥檚 Copy again. To do so, apply the below-given steps:

  • Open QB and head to the File section.
  • Now, choose Send Company file.
  • Click on Accountant鈥檚 Copy and then select Client Activities.
  • Tap on the Send to Accountant/Save file.
  • Make the changes again and send it to your client.

How To Get QuickBooks Tech Support Services?

We are confident that the above mentioned solutions will resolve Unexpected Results When Exporting Accountant鈥檚 Changes (.QBY). However, if you unable to fix the issue by applying the steps given in this blog post or you have any questions for QuickBooks ProAdvisors then dial the toll-free QuickBooks Support Phone Number +1888-382-7559.

If you want to chat with our QB Experts then use the QuickBooks Live Chat option which is visible at the bottom-right corner of your screen.

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Disconnect Bank Feeds For An Account In QuickBooks Desktop

Most of the small and medium-size business organizations use QuickBooks for managing their accountants and finance. QuickBooks effectively manages its expense, sales, inventories, and many more things. You can use your banking services within QuickBooks. You can use Bank Feeds to get transactions from your bank and import them to QuickBooks. Sometimes you may require disconnecting your account from bank feeds due to the below reasons:

  • You do not want to import transactions anymore.
  • You want to cancel your accounts with your financial institution
  • Your bank does not support Bank Feeds any more.

Disconnect Bank Feeds For An Account In QuickBooks DesktopHere in this article, we are going to lean the way to Disconnect Bank Feeds For An Account In QuickBooks Desktop. For any type of assistance you need to contact QuickBooks Support Phone Number +1-888-382-7559 to talk to experts.

How To Disconnect Bank Feeds For An Account In QuickBooks Desktop?

You need to follow the below steps to disconnect bank feeds for an account in QuickBooks Desktop:

Step 1: Finish Your Online Banking

You need to match or delete all the transactions that you have downloaded for your account. Once you deactivate the banking feeds, QuickBooks will not allow making any type of pending changes.

Step 2: Deactivate Bank Feeds

You can deactivate bank feeds from your bank account one by one. Follow the below steps for Windows and Mac:

QuickBooks Desktop For Windows

  • Open QuickBooks and navigate to List and then choose Chart Of Accounts.
  • Next right click on the account that you want to deactivate and choose Edit Account.
  • Go to the Bank Setting
  • Click Deactivate All Online Services and then click on
  • Press Save & Close

QuickBooks For Mac

  • Open QuickBooks and go to List and then click Chart Of Accounts
  • Next right click on the account that you want to deactivate and click on Pencil icon to edit.
  • Choose Online Setting
  • From the Download Transaction drop-down click Not Enabled.
  • Choose OK to Confirm.

Follow The Steps Carefully or Contact Our ProAdvisorsGet Technical Support

Once you have disconnected bank feed from your bank account, QuickBooks will not download any more transaction.聽 If you find any error while performing the above steps or cannot disconnect the bank feeds from your account then you can dial toll-free QuickBooks Tech Support Phone Number +1-888-382-7559 to talk to our experts. We have a team of technical experts who can fix any type of QuickBooks issues instantly. They are very skilled and have many years of experience in resolving all types of QuickBooks issues on a daily basis. Our QuickBooks Error Support number is available 24×7 throughout the year for your assistance so that you don鈥檛 have to wait for assistance related to QuickBooks.

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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.聽聽 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聽Journal Entries in QuickBooks Desktop then you can dial toll-free QuickBooks Support Number +1-888-382-7559.

How To Record Journal Entries In QuickBooks DesktopHow 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.

Follow The Steps Carefully or Contact Our ProAdvisorsGet 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 +1-888-382-7559. 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鈥檚 cost.聽 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 +1888-382-7559.

How To Track Job Cost In QuickBooks Desktop?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.聽 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.

Follow The Steps Carefully or Contact Our ProAdvisorsGet 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聽QuickBooks Support Phone Number +1888-382-7559. 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鈥檚 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 +1888-382-7559.

Convert a File from QuickBooks for Mac to QB for WindowsPrepare 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.

Follow The Steps Carefully or Contact Our ProAdvisorsGet Technical Support

You can contact QuickBooks Support Phone Number +1888-382-7559 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鈥檚 Copy In QuickBooks

The accountant鈥檚 copy in QuickBooks is a feature by which the accountants and the clients can work on a company file at the same time.聽 The accountant鈥檚 copy manages and transfers the data between the accountants and clients without any interruption.聽 In this article we will learn about Accountant鈥檚 Copy. If you need any assistance then you can contact QuickBooks Support Number +1888-382-7559.

accountants copy in quickbooksWhat Is The Workflow Of Accountant鈥檚 Copy?

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

  • The client makes the accountant鈥檚 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鈥檚 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鈥檚 Copy?

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

Scenario 1

For Clients: When your accountant is reviewing the accountant鈥檚 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鈥檚 copy from your client then :

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

Limitation Of Lists

You can modify the following things in the Accountant鈥檚 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鈥檚 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鈥檚 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.

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

By now you must have understood the Accountant鈥檚 copy and its features. If you need any technical help related to Accountant鈥檚 copy then you can contact QuickBooks Tech Support Number +1888-382-7559. 聽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 +1888-382-7559. Here in this article we will learn about the customization of templates and steps to import and export template in Windows and Mac.

How To Use And Customize Form Templates In QuickBooksForm Templates Overview

A template is defined as the base of the forms that you use to capture various details like your company鈥檚 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.聽 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. 聽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.

聽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.

Follow The Steps Carefully or Contact Our ProAdvisorsGet 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 +1888-382-7559 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聽 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 +1888-382-7559 to talk to our experts.

How To Create A Backup Of Your QuickBooks Company File?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.

Follow The Steps Carefully or Contact Our ProAdvisorsGet 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 +1888-382-7559. 聽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鈥檛 have to wait for any assistance. You can also reach us on QuickBooks Live Chat Support for guidance and support.

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