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In QB Desktop How You Can Transfer And Apply for Credit From One Vendor To Another

QuickBooks is a great option when it comes to using powerful accounting software for handling all your finance-related tasks of business. QuickBooks keeps updating to the latest version available to add more useful and improved tools and features that can enhance the accounting experience of the users. The QuickBooks Desktop in QuickBooks has an option that allows you to transfer the available or remaining credits from one vendor to the other by choosing to clear the account temporarily. If you are looking for the ways how you can transfer and apply for credit from one vendor to another vendor. Then this article is for you, as it will take you through all the information and procedure to do the same. It is recommended that you read this article carefully and then perform the steps and methods mentioned further in this article to avoid any confusion or mistake while working on this process. 

Method 1- setting up of Clearing Account:

You will need the clearing account when you will move the existing credit from one vendor to another vendor:

  • Open the list-menu and then click on the Chart of Accounts and then click on the window using the right button of the mouse/mousepad.
  • Now go to the drop-down list option and then choose a new option.
  • Then click on the Add New Account screen and select the Bank option
  • Now click on the continue option.
  • Go to the Account Name field and then provide the Barter Account, Clearing Account, and the Wash Account.
  • You can also choose to leave the opening balance field blank and then click on the save and close option.

You can visit how to set up a clearing account option to get additional information on how to create accounts.

Method 2- Creating A Journal Entry that will move credit to the clearing account from the current vendor.

  • Open the company menu and then click on the make general journal entries.
  • You will have to credit the accounts payable consisting of the amount that needs to provided in the first section.
  • Go to the name column and then select the vendor from which you are receiving the credit.
  • Now you will have to debit the clearing account in the second line that you had created in the 1st method.
  • Now click on the save and close option.

Method 3- open the journal entry created as an unpaid bill and apply the credit to it.

  • Open the vendors’ menu, then go to the pay bills option
  • Now select the bill created by journal entry, this you will be able to view without any due date.
  • Now click on the set credits option.
  • Locate the credit tab and then select the credit option.
  • Click on the done option.
  • Now select the pay selected bills option.

Method 4- creating a journal entry that will shift the credit to the vendor from the clearing account.

  • Open the company menu and then chose the make general journal entries.
  • Now got to the accounts payable and withdraw the amount which has to be transferred to the first section.
  • Go to the name column and then select the vendor from which you are receiving the credit.
  • Now click on the clearing account that is there in the second line and then debit it. It has to be the same clearing account created by you in the first method.
  • Now click on the save and close option.

In the vendor’s account, you will be able to view the credit that you are allowed to apply on the pending bills that are in the pay bills.

QuickBooks Technical Support Service:

We hope that with help of the steps mentioned in this article you have now been able to understand how easily you can transfer and apply for credit from one to another vendor in QuickBooks Desktop. Although if you feel stuck at some given step or if you are confused about how to perform a particular step then it is recommended that you get in touch with the highly experienced technical team of QuickBooks who are  24*7 present for you to clear any of your doubts regarding the QuickBooks or its related products. You can dial the toll-free number of QuickBooks supportforerror +1800-366-1468 to get a quick response.

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How To Turn Off The Advanced Inventory In QuickBooks

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

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

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

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

In Multiple Inventory Locations:

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

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

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

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

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

QuickBooks Technical Support Service: 

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

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What Are The System Requirements For QuickBooks Desktop 2021?

QuickBooks is great accounting software that is being used by millions of users across the world. QuickBooks designed and developed by intuit keeps updating itself to new versions every year to add more features and tools to improve users’ accounting experience. QuickBooks Desktop 2021 is the latest version that has been released by Intuit with better features and more efficient tools to its software. With this latest version released of QuickBooks desktop 2021 you can easily access your reports and other data. Although before you start using this newer version of QuickBooks desktop you need to know that your system needs to fulfill certain requirements before you can start using this updated version smoothly. These requirements can be slightly different from the requirements of the QuickBooks 2020 version. if you are confused about whether your system has these required system configurations or not, then you have arrived at the right page this article is going to take you through the most important points and information related to system requirements for QuickBooks Desktop 2021 that you need to keep in mind before you purchase or switch to QuickBooks Desktop 2021 from your current older version. If after going through all the points you face any difficulty or if you are confused about any point then you can directly get in touch with the Intuit certified Proadvisors at QuickBooks Support +1800-366-1468 to resolve your any kind of issues related to QuickBooks in no time.

Operating Systems

  • Windows 10, all editions including 64-bit, natively installed
  • Windows 8.1, all editions including 64-bit, natively installed
  • Windows Server 2019, Standard and Essentials
  • Windows Server 2016, Standard and Essentials
  • Windows Server 2012 R2, Standard and Essentials
  • Windows Server 2012, Standard and Essentials

Important- you will have to use the windows natively and not use it via an emulator or virtual environment.

Database Servers 

Windows (natively installed) ●   Windows Server 2019, Standard and Essentials

●   Windows Server 2016, Standard and Essentials

●   Windows Server 2012 R2, Standard and Essentials

●   Windows Server 2012, Standard and Essentials

●   Windows 10

●   Windows 8.1

Linux (when using QuickBooks Enterprise Solutions Database Server-only installation) ●   OpenSuse Leap 15.1, 15.2

●   Fedora 31, 32

●   Red Hat Enterprise 8 (RHEL 8)

Browser Requirements

Make sure that you have the internet access for the QuickBooks Desktop 2021 version and it is best suited to the Internet Explorer 11 and later versions.

Following Are The Hardware And Operating System Requirements

Processor 2.4 GHz minimum
RAM 4GB minimum, 8GB Recommended
Server RAM requirements ●  1-5 Users: 8GB RAM

●  10 Users: 12GB RAM

●  15 Users: 16GB RAM

●  20 Users: 20+GB RAM

Disk space ●  2.5GB of disk space (additional required for data files).

●  Additional software: 60MB for Microsoft .NET 4.7 Runtime, provided on the QuickBooks CD.

●  Additional requirements for Intuit Data Protect in QuickBooks Connected Services offerings:

○  4 GB RAM minimum.

○  Double the size of the largest file assigned for back up + 100 MB or double the size to restore. The space is only required from the work folder LocalApplicationData+”Intuit\Intuit Data Protect”.

Note: Use a Solid State Drive (SSD) to get the best performance.

Windows ●  US version of Windows.

●  Regional settings are supported when set to English.

●  To access the multi-user access, the admin access for the server is required.

●  Locally installed and shouldn’t be used on remote or virtual environments.

Optical drive A 4X DVD-ROM drive is required for physical CD installations.
Screen resolution ●  Best display resolution is 1280 x 124 or higher and you can add up to 2 extended monitors.

●  Best optimized for Default DPI setting for a given computer.

Other Hardware Devices

  • Zebra TC20/TC25/TC51 Mobile Computer is recommended (Android 4.4 & above)
  • Zebra MC40 Mobile Computer (Android 4.4 & above)

QuickBooks Desktop Enterprise 21.0 can also support:

  • Honeywell Voyager 1602g Pocket Barcode Scanner
  • Socket Mobile CHK 7CI
  • Symbol CS3070

Software Compatibility

You can integrate QuickBooks with multiple third-party applications easily. Following are the most common and essential apps that you are allowed to integrate with the QuickBooks desktop:

Microsoft Office:

  • Office 2019.
  • Office 2016 that includes Outlook 2016 on both 32 and 64-bit.
  • Office 2013 and 365 that includes Outlook 2013 on both 32 and 64-bit.

Important- Microsoft 365 can only be supported when installed locslly and not the web version.

  • Microsoft Outlook 2016-2019 with the Email estimates, invoices, and other forms, Microsoft Outlook with Microsoft 365, Gmail, Yahoo Mail and Outlook.com, other SMTP-supporting email clients.
  • To prepare letter you need Microsoft Word 2019, 2016, 2013, or Microsoft 365 that includes 64 bit.
  • To synchronize the contact with Microsoft Outlook you need Outlook 2019 (32-bit), 2016, or 2013.
  • Synchronisation with outlook needs QuickBooks Contact Sync for Outlook.

Important- the contact sync will not work with the Microsoft Business Contact Manager Outlook plug-in, hence syncing will result in duplicate records.

  • QuickBooks Point of Sale V19.0, V18.0, and V12.0.
  • TurboTax 2020, 2019, and 2018 that includes both Personal and Business.
  • Lacerte 2020, 2019, and 2018.
  • Pro-Series tax years 2020, 2019, and 2018.
  • Quicken 2020, 2019, 2018, 2017, and 2016.
  • QuickBooks Desktop for Mac 2021, 2020, 2019, and 2016.
  • Adobe Acrobat Reader: Business Planner, Payroll, and to view forms you will need Adobe Acrobat Reader 9.0 or later.
  • To use the payroll and other online features and services you will need the internet access with minimum of 56 Kbps connection speed ( the recommended speed is 1 mbps) also it is advised to have DSL or cable modem.
  • Gmail, Yahoo Email, Windows Mail, Hotmail and AOL (i.e Mozilla Thunderbird Email Client that supports the plain text version).
  • Internet Explorer 11.

Antimalware And Antivirus Software Compatibility

You can find the list of antivirus and antimalware programs that have been tested with the QuickBooks Desktop Pro and Premier 2021, and Enterprise 21.0. To get an additional information on this you can get in touch with the antivirus manufacturer.

Antivirus software

  • McAfee
  • Avast
  • Bitdefender
  • Norton
  • Kaspersky
  • Trend Micro Security
  • Webroot
  • ESET
  • Panda Dome
  • Sophos
  • Avira
  • Symantec
  • F-Secure

Antimalware software

  • Bitdefender
  • AVG
  • Malwarebytes
  • Spybot
  • Emsisoft
  • McAfee
  • Avast
  • Webroot
  • ZoneAlarm
  • Kaspersky
  • F-Secure

QuickBooks Technical Support Service:

We hope that with the help of the information related to the latest QuickBooks Desktop 2021 version that has been provided above might help you to understand whether you can switch to or purchase the latest QuickBooks Desktop 2021 version or not. If you are not able to switch you need to upgrade the system configuration of your computer as the new version does not work on the older system configurations. However, if you are still facing any trouble or have any doubt that needs to be cleared then you can directly contact the Intuit QuickBooks Proadvisors who are 24*7 available to assist you with the full-fledged solutions. You can get into touch with the QuickBooks Tech Support team by dialing toll-free QuickBooks Support Phone Number +1800-366-1468 to get an immediate response.

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About QuickBooks Desktop 2021

QuickBooks Desktop 2021 is the latest version of QuickBooks. Just like every year, this year also, QuickBooks has come up with a new version that has various new features. This updated version of QuickBooks is about to create a benchmark in the marketing account as it has already stimulated the interest of many users. It has been launched with new and enhanced features. These features will work as a helping hand in making faster payments to your employees. If you are also one of the users who are planning to switch to the latest version of QuickBooks Desktop, then in that case, this article will be helpful for you. In this article, we will be providing you with all the essential and fundamental information about the new features of the QuickBooks 2021.

If you are a regular user of QuickBooks, you would probably be aware of the discontinuation policy of QuickBooks Desktop. Whenever a new version of QuickBooks releases, the version that has been released two years prior will be discontinued. Hence, if you are utilising QuickBooks Desktop 2018, then you need to switch to the QB Desktop 2021 in order to continue the services.

New And Advanced Features Of QuickBooks 2021

QuickBooks Desktop is released with various features that are going to help your business in various aspects. Following are the latest features of 2021 version of QuickBooks:

 

FEATURES

DESCRIPTION

Automated Statements QuickBooks 2021 lets you schedule your statements through the payment reminders set for your customers. You may also alert your customers whenever they receive the invoice/bill yet the payment needs to be made from their side.
Receipt Management Receipt management is the latest feature in QB 2021 that makes it easier for the user to enter the expenses in an effortless and faster manner. Users can get the access for uploading the expense receipts directly from mobile application or computer to QuickBooks Company File.
Customized Payment Receipts This latest version of QuickBooks comes with a new feature of customized payment receipts that allows the users to make the customized templates such as invoice, sales receipts, estimates, statements, and purchase orders as well. All these templates could be customized the way you want them to be displayed and the details that you want to include.  You can also visit how to use and customize form templates.
Create Customer Groups This feature of QuickBooks 2021 helps the users to put all the customers belonging to the same category in the same group. Forming a group will let you identify the customers that lie into the same category as per their location, customer type, or customer’s status. Once you create a customer group in QuickBooks Desktop, you might effortlessly create automated statements, send payments reminders or creation of mailing lists for specific customers.
Improved Bank Feeds The enhanced set of bank feeds in QuickBooks 2021 is the most usable feature. The promoted online banking allows you to look keenly into your bank transactions, reconciliation of your transactions with the already existing ones. You are free to add or remove and new transactions to your accounting books, that too without any complexities.

Contact QuickBooks Tech Support Team For Updates

The users might face various difficulties while updating QuickBooks Desktop to the latest version. Meanwhile, if you update the QuickBooks Desktop, you may encounter QuickBooks Update Errors during the updating time. You need to be sure about the proper upgradation of QuickBooks in order to get the proper services. An improper update may cause error codes and other QuickBooks related issues

However, if you are not sure regarding the process of manual update of QuickBooks Desktop Software, you need not worry at any cost. Our highly skilled and educated team of QuickBooks ProAdvisors will assist you with the full-fledged methods and solutions. You are just a call apart. You need to dial QuickBooks Support Phone Number +1800-366-1468.

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Steps To Resolve Common Issues In Previous Reconciliation Report

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

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

When You Get The Blank Reports

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

Method 1

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

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

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

Method 2

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

Undo all the last bank reconciliation reports

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

When Cleared Transactions Appear As Uncleared

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

Method 1

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

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

Method 2

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

When The Starting And The Ending Balances Are Wrong

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

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

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

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

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

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

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

When The Statement Date For The Last Reconciliation Is Wrong:

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

When The Report Shows Future Statement Date

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

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

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

Steps To Fix PDF-related Errors

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

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

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

Contact QuickBooks Technical Services

You can fix all the errors related to QuickBooks Previous Reconciliation Reports with the help of this guide. If you are facing any difficulties while correcting the errors in the last reconciliation reports, you can dial the toll-free QuickBooks Support Phone Number +1-800-366-1468 to avail the technical assistance from the experienced Intuit certified QuickBooks ProAdvisors of Supportforerror.

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How To Create A Recurring Credit Card Payment In QuickBooks?

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

Once you set up the recurring payment in QuickBooks, filling the form with the proper customer list and item list management becomes very easy. QuickBooks can also manage the automatic invoice payment. In this article, we will teach you how to create a recurring credit card payment in QuickBooks. You can also choose to connect with our Intuit Certified QuickBooks ProAdvisors to understand the complete guide to create the recurring credit card payment in QuickBooks. Simply, call on the toll-free QuickBooks Support Number +1800-366-1468 to contact us.

Steps To Create A Recurring Credit Card Payment In QuickBooks

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

Step 1: To Begin With

Things to remember before you start with steps:

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

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

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

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

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

Step 2: Generate The Recurring Credit Card Charges

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

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

Steps for location and choosing an existing customer:

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

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

Steps To Create A New Customer:

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

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

Step 4: Insert The Name For The Recurring Payment

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

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

Step 5: Create The Payment Schedule

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

Let us understand these factors one by one.

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

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

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

Step 6: Select An Invoicing Option

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

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

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

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

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

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

Step 7: Insert Credit Card Information

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

Step 8: Send The Notification To The Customer

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

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

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

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

Step 9: Review And Save The Credit Card Recurring Payment

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

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

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

24×7 Technical Services Of QuickBooks

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

 

If you encounter one of these errors while creating the recurring payment in QuickBooks, you can call our highly-experienced and renowned QuickBooks ProAdvisors of Supportforerror on the toll-free QuickBooks Support Phone Number +1800-366-1468.

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

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

Things To Remember

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

Steps To Setup Folder Permissions

Cross-Check If The Permissions Are Given Correctly

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

In case of wrongly set permissions, perform the following:

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

How To Change Folder Permissions?

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

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

  • In the Security tab, click on Everyone.

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

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

How To Set Windows Access Permissions To Share Company Files?

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

If You Use Windows 7, 8 Or 10

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

If You Use Windows 8.1

Follow the given steps to take ownership of the file.

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

To Give the Full Control:

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

For Windows Server 2012

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

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

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

Get In Touch With 24*7 QuickBooks Tech Services.

When you have to share QuickBooks company files, the information given in this blog will be useful for you to set up folder and Windows access permissions. However, users sometimes can encounter some technical issues while setting up the folder and windows access permissions, and in such scenarios, we recommend you dial our toll-free QuickBooks Support Phone Number +1800-366-1468 to get in touch with our super-skilled QuickBooks ProAdvisors of Supportforerror.

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How To Locate QuickBooks Product Version And Release?

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

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

Steps To Locate The Product Version Of QuickBooks Desktop For Windows

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

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

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

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

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

 

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

Steps To Locate The Product Version Of QuickBooks Desktop For MAC

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

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

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

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

To update the QuickBooks Statement Writer:

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

Steps To Locate The Version Of QuickBooks Basic Or Enhanced Payroll

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

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

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

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

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

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

Steps To Find The QuickBooks Merchant Service Or QuickBooks Payments Version

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

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

Contact QuickBooks Technical Team

As mentioned earlier, understanding the QuickBooks version/release is very important to resolve many QuickBooks errors. This article is the perfect guide to locate the release or version of your QuickBooks and other features. When you are unable to find the QB version/release using the given steps, you have the option to call the certified QuickBooks ProAdvisors of Supportforerror on our toll-free QuickBooks Support Phone Number +1800-366-1468 for instant resolution.

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How To Resolve QuickBooks Point Of Sale Error 3180?

QuickBooks POS Error 3180 may affect the accounting transactions, payroll transactions etc. in your organization. As financial transactions are performed regularly in any company, QB POS Error 3180 can turn out to be a big obstacle in the process. Generally, QB POS Error 3180 occurs when the user adds the employee information in the QuickBooks Point of Sale. This POS Error code 3180 of QuickBooks comes with either of the following dialogue box messages.

  • Status code 3180: There was a problem with saving the Journal Transaction
  • Status code 3180: QuickBooks error message: A/P or A/R detail line have a vendor
  • Status code 3180: QuickBooks error message: The posting account is invalid
  • Status code 3180: There was an error when saving a Sales Receipt
  • Status code 3180: Sales tax detail line must have a vendor

Technically, QuickBooks POS Error 3180 is a runtime error. When users try to record the employee info in the QB financial and social security counting of the employee needs to be inserted, QB POS Error 3180 may occur.

Reason Behind The Occurrence Of The QuickBooks POS Error 3180

  • Someone has deleted the QuickBooks file by mistake.
  • Some company info being utilized to work on tax forms.
  • A degraded windows registry.
  • Absence of interfacing accounts.
  • No connection between the tax agency and vendor.
  • Your security software is an affection for the windows framework workflow.

One of the above causes can lead to QuickBooks Point of Sale Error 3180. Commonly, QB Error 3180 appears with the message:

There was an error when saving an Employee list, element Employee Name.

And the dialogue box: The Address is Invalid.

Steps To Resolve QuickBooks POS Error 3180

There are four different ways to overcome the QB POS Error 3180.

Method 1:

  • Run the QuickBooks POS and open sales history.
  • Choose the type listing, click on the recent receipt with payout tag and tap on the I want option.
  • Choose the Reverse option and make a new paid out account. Note: you have to leave the A/P and A/R accounts.

Method 2:

  • In the QB file menu, choose preferences and tap on the company option.
  • Follow financial > accounts. Ensure to tick the basic and advanced settings box.
  • Verify the account mapping. If there’s a defect, modify it.
  • Save and open the financial exchange.

Method 3:

  • In the list menu, tap on the item list.
  • Verify if all the POS items are using the right account.
  • Open financial exchange.

Method 4:

  • Choose customer and vendor profile lists from the QB lists menu.
  • Choose the payment method list and right tap on the cash method option.
  • Click on edit to change the payment method.
  • Add letter X in the blank space in the payment method and hit Ok.
  • To create a new cash method, right-tap on the cash method and select new.
  • Open the financial exchange and change the names of all the financial methods.

Get In Touch With QuickBooks Tech Support Team

You can follow even more methods to resolve QuickBooks POS Error 3180 by contacting the QuickBooks Support Phone Number +1800-366-1468. The QB POS Error 3180 troubleshooting steps given in this article are the most common ones. However different QB versions require different methods to fix the QB POS Error 3180. In case you are unable to fix the QB Point of Sale Error 3180 for your QuickBooks version, contact QuickBooks POS Support Phone Number +1800-366-1468 for more information.

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Steps To Fix QuickBooks POS Error 193

QB POS Error 193 occurs due to the problems in mailbag accessing. This is one type of stock exchange error. Many QuickBooks users experience the QB POS Error 193 while working on the point of sale. QB POS manages many activities in QB. Some of them are given below.

  • Sales management
  • Customer relation enhancement
  • Inventory tracking

As QB POS Error 193 may affect the crucial part of your organization’s workflow, it is important to get rid of it. Intuit has provided many solutions to resolve the QuickBooks POS Error 193 and  you can also contact Intuit certified QuickBooks ProAdvisors on QuickBooks Support Phone Number +1800-366-1468 to get assistance over the phone.

Causes Of QuickBooks POS Error 193

  • QBT files.
  • Repetitive names and departmental codes.
  • Damaged customer list at the remote store.
  • Flaws in the names of removed and merged customers.

You get the below-given error message when you experience the QuickBooks POS Error 193

“The primary key for dept keywords is not unique”

OR,

“The primary key for the table “ Customer Rewards” is not unique”

Troubleshooting Steps To Resolve QuickBooks POS Error 193

This article will help you with multiple ways to get rid of QuickBooks POS Error 193.

Method 1:

  • Run the reports section in QuickBooks Point of Sale and go to the customer list. Open the required report here.
  • From the report, choose the first customer and double-tap on it to open the customer info. Go to the view list and ensure if the customer information is available.
  • This will display the available customer lists. Select all the customer lists and tap on the option I want to.
  • Tick the Delete the customers box.
  • Navigate to the file in the headquarter server and choose utilities. Tap on the Resend button.
  • This will allow you to verify the mailbag.

In most cases, this method resolves the QuickBooks POS Error 193. If it does not, move to the next method.

Method 2:

  • Transfer the mailbag to the headquarters and navigate to the Customers menu from the remote stores.
  • Choose the customer list and tap on the I want to option. Ensure to check all the lists you wish to remove.
  • If you want to send the information about your main customer, you can do it from the headquarter as those details are saved there.
  • You can also choose the number of required customer lists.

This method varies a bit based on the version you use.

If you use version 10 and 2013

  • Select the customer from the list and hit the shift key on your keyboard.

If you are using version 9,

  • Press ctrl+A to select all the customers and go to the File menu of the headquarter server.
  • To verify the mailbag in the store, all you have to do is to choose the utilities option and resend.

Contact QuickBooks Technical Support Department

The troubleshooting methods of QuickBooks POS Error 193 are very easy to implement. In case you cannot fix the QB POS Error 193 with the help of the given methods, you can get in touch with QuickBooks POS Support Number +1800-366-1468. The QuickBooks technical support is available 24*7, and you can get assistance from them to resolve the QB POS Error 193.

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