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QuickBooks Error OL-307: How To Resolve?

QuickBooks is one of its kind platform for managing the financial side of the business. You have multiple versions to choose from like QuickBooks Pro, QuickBooks Premier, QuickBooks Enterprise, QuickBooks Payroll, and QuickBooks Online. Sometimes the QuickBooks users face a few errors like the QuickBooks Error OL-307 while sending an online bill payment. Waste no time and quickly call on the USA QuickBooks Tech Support Number +1800-778-7614 and we will help you in resolving the QuickBooks Error OL-307.

QuickBooks Error OL-307The error message on your screen will be:

“The account number for the specified account was not recognized OL-307”

Why Are You Facing The QuickBooks Error OL-307?

In most cases, the user faces error when their Financial Institution (FI) has deactivated the Online Bill Pay facility for the account or maybe it was never activated.

Try to deactivate and reactivate this service.

How To Deactivate Online Bill Facility?

  • Open your QuickBooks and go to the Lists
  • Click on Chart Of Accounts.
  • Right-click on the Account tab and choose Edit Account.
  • Go to the Edit Account window and choose the Bank Feed Settings
  • Now, select the Deactivate All Online Services
  • Finally, tap on Save & Close.

How To Reactivate Online Bill Facility?

  • Open your QuickBooks and go the Banking
  • Click on the Bank Feeds
  • Now, choose to Set Up Bank Feed for an Account.
  • This message will appear on your screen, “All open QuickBooks windows will be closed temporarily to set up online banking services. Do you want to continue?”
  • Choose your QuickBooks account and select
  • Type in QuickBooks Bill Pay – New! as a new name for your financial institution.
  • Click on OK.
  • Now, type in your QuickBooks Bill Pay customer ID and PIN.
  • Make sure that you are entering the right PIN.
  • Click on Sign In.
  • Choose Finish.

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

These are all the solutions that the Intuit certified QuickBooks ProAdvisors of supportforerror recommends for fixing the QuickBooks Error OL-307. The QuickBooks ProAdvisors are exceptionally talented and reliable experts who have been working on QuickBooks for many years.

You can contact them without hesitating via their direct line number and the QuickBooks Live Chat support. Call on the QuickBooks Customer Service Phone Number +1800-778-7614 to get connected with the QuickBooks Experts. Our services can be availed 24×7 from any corner of the world.

Call us today!

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QBWin.log LVL_Error: Fix, Resolve & Troubleshoot

It is no secret that QuickBooks users often find themselves struggling with QuickBooks errors and issues. But you do not have to manually fix these problems as you always have the option of calling QuickBooks Support Services. Simply call on the 24×7 available QuickBooks Technical Support Phone Number +1-800-778-7614 and talk to the Intuit certified QuickBooks Experts. They will surely provide you with QuickBooks Support Services in getting rid of the QBWin.log LVL_Error.

QBWin.log LVL_ErrorSupportforerror is a portal to get the latest news about QuickBooks products and services. You can also find detailed step-by-step guides on fixing QuickBooks Errors and issues. In this article, we will be discussing the QBWin.log LVL_Error in detail.

The error message on your screen will be:

“LVL_Error–Error: Verify Item: Invalid Tax Agency”

Different Types Of LVL_Errors

  • log: LVL_ERROR-error: Verify Account List Item: View out of sequence
  • log: LVL_ERROR-Error: Verify Online Account Information: Invalid Customer ID number
  • log: LVL_ERROR-error: Verify Payroll Item : Invalid tax authority
  • log: LVL_Error-Error: Verify Item: Invalid tax agency
  • LVL_ERROR-Error: Verify Item History: Build txn target bad pending state. Item = nnnnn
  • LVL_ERROR-Error: Verify item history Target quantity on order mismatch error
  • LVL_ERROR-Error: Verify Online Account Information: Invalid Customer ID number–> Record = XXX.
  • VL_SEVERE_ERROR-GetDecryptedCreditCardNumber Failed: The decryption has failed. CHECKPOINT: Failed to decrypt customer credit card number. Customer ID: nnnn.
  • LVL_ERROR-Unable to decrypt social security number/social insurance number
  • log: Verify list. Duplicate name encountered
  • log: Orphan payee found in Online cache
  • log: Verify Target: Invalid Open Balance

What Causes The QBWin.log LVL_Error?

  • One of your QuickBooks item lists is damaged.
  • Windows registry files cannot be found on your computer system.
  • You have accidentally provided incorrect information in the Tax Agency field. It may be just for one or more non-sales tax items.
  • Preferred Vendor field has incorrect information.

How To Fix The QuickBooks QBWin.log LVL_Error?

Note: You must not export, edit and re-import your Item List if you are encountering the QBWin.log LVL_Error. It will only create more problems for you.

The process for fixing the QBWin.log LVL_Error is divided into two steps:

Step 1: Identify The Damaged Item Using The QBWin.log

  • Open your QuickBooks and press the F2 key on your keyboard. The Product Information window will open on your screen.
  • Now, press the F3 key on your keyboard. The Tech Help window will appear on your screen.
  • Head to the Open File tab.
  • Search for the QBWin.log file and click on it for opening the file.
  • Now, press the key F and Ctrl together. It will open the Find utility on your screen.
  • Click on the text field in the Find window and type Error. Press Enter.
  • Now, look for all the instances of the word in the QBWin.log file and make a note of them.

Step 2: Edit The Damaged Items

  • Reopen your QuickBooks and head to the Lists menu and click on Item List to select it.
  • Search for the damaged items which appear in the QBWin.log.
  • Edit the damaged items.
  • Go to the Preferred Vendor field:
    • Check if the Preferred Vendor field is correct. If it is not, get rid of the name or choose the correct name for the field. Select Ok button.
    • If you cannot see the Preferred Vendor field then you must alter the item name. Go to the description of the product and modify it. Click on Ok.
  • Repeat the steps for all the items which were damaged.

Follow The Steps Carefully or Contact Our QuickBooks ProAdvisorsHow To Contact The QuickBooks Support Team?

If above steps are not working in resolving the QBWin.log LVL_Error , we recommend that you take help from QuickBooks Customer Service Number +1-800-778-7614. Dial the number to connect with the Intuit certified experts who are available 24Ă—7 on the support line number and chat support service.

Do not take any error or issue with your QuickBooks lightly. The sooner you contact us the better. We can also fix the underlying issues which are not causing any problem currently but will definitely cause in the future.

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How To Record A Credit Memo Or Refund In QuickBooks Desktop?

One of the most successful tactics to always keep your customer list flourishing and keeping the current customers happy is to give them credit for a return or service issue. QuickBooks allows you to create credit memos or issue a refund check in simple steps. In this article, we will be covering how you can issue the credit memo or refund in QuickBooks for both Windows operating systems and mac.

If you are facing any issue while recording a credit memo or issuing a refund check, contact the QuickBooks Experts of supportforerror on their toll-free QuickBooks POS Technical Support Phone Number +1-800-778-7614. Do not think twice as the QuickBooks support services can be availed any hour of the day as they are available round the clock.

Credit Memo Refund Check
·      Credit memos are utilized for returning a product that the customer has paid for.

·      You can either choose to issue the credit amount as a refund or you can also retain in the account of your customer.

·      You can choose to apply this credit amount in the next invoice that you create for the customer.

·      Credit memos enable you to keep a track of sale, payment and return item.

·      Refund checks are mostly used by QB users in the case when there is an overpayment. The customer will ask for a refund.

How To Create A Credit Memo In QuickBooks?

  • Open QuickBooks and head to the Customers Menu and click on Create Credit Memos/Refunds.
  • Now, go the Customer: Job drop-down and choose the customer for which you want to create a Credit Memo.
  • In the line item section, enter the items which are returned.
  • Click on Save and
  • In the Available Credit screen, select these:
    • Retain as an available credit – QB will automatically fill in a negative amount in you’re A/R register. You can use this amount for the payment of another transaction.
    • Give a refund – QuickBooks allows you to refund the amount in cash, credit card refund or a check.
    • Apply to an invoice – The Apply Credit to Invoices tab will appear on your screen and you can choose the invoice for which you want to credit the amount.
  • Click on Ok.

How To Issue A Refund Check?

Option 1: Through The Receive Payments Window

  • First of all, head to the overpayment transaction (Customers > Receive Payments).
  • Look to the bottom-left side of the Receive Payments tab and click on the Refund the amount to the customer button.
  • You can find it under the Overpayment section.
  • Click on Save and Close.
  • Go to the Issue a Refund tab and provide all the essential information.
  • Click on OK to complete the process.

Option 2: Through The Write Checks Window

  • Open your QuickBooks and head to the Banking menu and click on Write Checks
  • Provide all the essential information.
    • Select the customer in the Pay to the order of the drop-down menu.
    • Go to the $ field, provide the overpayment amount.
    • Open the Expenses menu
    • Click on the Accounts Receivable in the Account drop-down menu.
    • Choose the Customer: Job drop-down, then select the Customer.
    • Click on Save and Close.
  • Now, you must link the check to the overpayment.
    • Click on the Customers Menu then choose the Receive Payments.
    • Click on Customer in the Received from the menu.
    • Choose Discounts And Credits.
    • Go to the Available Credits area and click on the check which is created.
    • Choose
    • Click on Save & Close

Steps For Mac Users

How To Create A Credit Memo In QuickBooks?

  • First of all, choose Customers and then Create Credit Memos/Refunds.
  • For creating a credit memo in QB Mac, choose Create a Credit Memo which you can find on the left panel.
  • You can also click on the Plus (+) icon at the bottom of the list.
  • Now, provide the information for the credit memo/refund and click on Save button.
    • If you want to edit the information, first, click on the credit memo in the list.
    • Now, edit the information.

Note: It is possible to create sales forms from the Transaction Center.

How To Write A Refund Check?

In case, you want to create a refund for a customer, you have to create a credit memo prior to initiating the refund.

  • Firstly, open the credit memo which you wish to utilize for the refund process.
  • Now, go the top of the screen and choose
  • Verify that all the information on the page is correct.

Note: Select the account in the detail section to verify that the appropriate credit or refund is initiated.

  • Click on OK.

Link The Check To The Payment

  • Click on Customers then choose Receive Payment.
  • Now, select the customer for whom you wrote the refund check for.
  • Open the Existing Credits field to the check the amount credited.
  • Go to the bottom of the screen to see the refund check.
  • Choose the Apply Existing Credits
  • Type in the amount in the Payment column. Click on OK.
    • In case, you select Customers, now, Create Credit Memos/Refunds for showing the credit memo you provided and choose the Transaction History.
    • Take a look at the refund check listed in the Transaction History.

Get Tech Support Services For Recording A Credit Memo Or Refund In QuickBooks

You can get in touch with the QuickBooks Customer Service Department if you want to know how to record a credit memo or refund in QuickBooks. Just call on the toll-free QuickBooks Customer Support Phone Number +1-800-778-7614 and let the QuickBooks ProAdvisors take care of the issue for you.

We are also providing 24×7 QuickBooks Chat Support services for the QB users who cannot stay over the phone call. You can also get QuickBooks training via the chat service. We can help you with customizing your QuickBooks to meet your business requirements. Our support line number and chat support services are available for QuickBooks Pro, Premier, Enterprise, Online, and POS.

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Features Of QuickBooks Single User And Multi-User Mode

QuickBooks is rightly known as the most advanced Accounting and Bookkeeping software of the decade. Read this article to the very end to understand exactly what features make QuickBooks stand apart from the other software. Intuit designed and marketed QuickBooks as the software which will shape how the businesses are run and managed. It works on a sophisticated algorithm and can sometimes malfunction. But you do not have to worry about it as Intuit has got you covered. You can simply choose to get in touch with the QuickBooks Experts of supportforerror from the toll-free USA QuickBooks Support Phone Number +1-800-778-7614.

Features Of QuickBooks Single User And Multi-User ModeQuickBooks can successfully serve to small and mid-sized businesses and help you enhance your business output. Go through the tables given below to understand what all functions can you utilize in QuickBooks single or multi-user mode.

Company File Operations

Tasks/Features Single-user mode Multi-user mode
Create Local Backup Yes Yes
Set up/Activate Online Backup Yes Yes
Create Portable Company File Yes No
Convert Company File Yes Yes
Repair File and Network Problems Yes Yes
Stop Hosting Multi-user Access Yes Yes
Disable QuickBooks Manager No Yes
Verify Data Yes Yes*
Rebuild Data Yes No
Condense Data (US only) Yes No
Update Web Services Yes Yes
Copy company file for QuickBooks Online Yes No

Note: If you use the verify data utility in your QB while it is in multi-user mode, no other user will be able to access the file.

Managing Lists

Tasks/Features Single-user mode Multi-user mode
Chart of Accounts Yes Yes/No*
Items list Yes Yes/No*
Other Names list Yes Yes
Customer & Vendor Type list Yes Yes
Price Levels/Price Rules Yes Yes
Templates Yes Yes
To Do Yes Yes
Add/Edit Multiple List Entries Yes Yes

Note: It is not possible to add, edit, remove list data or merge data while it is in multi-user mode.

Importing/Exporting data

Tasks/Features Single-user mode Multi-user mode
Import Excel Files Yes Yes
Advanced Import Yes No
Import IIF Yes Yes*
Import WebConnect Files Yes Yes
Import Timer Activities Yes No
Import General Journal Entries Yes Yes
Export Lists to IIF Files Yes No
Export Addresses to Text File Yes Yes
Export Timer Lists Yes No

Note: The feature to import IIF files is only available in QuickBooks Pro/Premier/Enterprise 2019.

Business Process/workflow

Tasks/Features Single-user mode Multi-user mode
Custom reporting Yes Yes
Set Closing Date Yes No
Set up Budget Yes Yes
Set up Forecast Yes Yes
Cash Flow Projector Yes Yes
Use Business Plan Tool Yes Yes
Manage Fixed Assets (US only) Yes No
Enter Vehicle Mileage Yes Yes
Prepare Letters with Envelopes Yes Yes
Enter customer transactions Yes Yes
Enter Statement Charges Yes Yes
Create Statements Yes Yes
Assess Finance Charges Yes No*
Enter Time Yes Yes
Income Tracker Yes Yes
Lead Center Yes Yes
Change Item price Yes Yes
Vendor Center Yes Yes
Enter vendor transactions Yes Yes
1099 Wizard (US only) Yes No
1099 Report (US only) Yes Yes
Create Checks/Checks Yes Yes
Order Checks/Checks Yes Yes
Reconciliation Yes Yes
Set up Bank Feeds Yes Yes
Change Bank Feeds mode (US only) Yes No
Reports center Yes Yes
Memorized reports Yes Yes
Scheduled reports Yes No
Commented reports Yes Yes
Advanced reporting (US only) No Yes
Process multiple reports Yes Yes
QuickBooks Statement Writer Yes Yes
Combined Reports Yes Yes

Note: It is not possible to setup the financial charges in the Multi-user mode if this is your first time.

Accountant-Related Tasks

Tasks/Features Single-user mode Multi-user mode
Create Accountant’s Copy Yes No
Save Accountant’s Copy Yes No
Send Accountant’s Copy to accountants Yes No
Send Company file, create portable file Yes No
Accounting Tools Yes Yes
Batch Delete/Void Transactions Yes No
Batch Enter Transactions Yes Yes

Employee And Payroll Activities

Tasks/Features Single-user mode Multi-user mode
Employee Center Yes Yes
Payroll Setup (Manual Payroll) Yes No
Pay with Direct Deposit (US only) Yes Yes

Preferences

Tasks/Features Single-user mode Multi-user mode
Accounting Yes Yes/No*
Bills Yes Yes/No*
Calendar Yes Yes/No*
Checking/Checking Yes Yes/No*
Desktop View Yes Yes/No*
Finance Charge Yes Yes/No*
General Yes Yes/No*
Integrated Applications Yes Yes/No*
Items & Inventory Yes Yes/No*
Jobs & Estimates Yes Yes/No*
Multiple Currencies Yes Yes/No*
Payments Yes Yes/No*
Payroll & Expenses Yes Yes/No*
Reminders Yes Yes/No*
Reports & Graphs Yes Yes/No*
Sales & Customers Yes Yes/No*
Sales Tax Yes Yes/No*
Search Yes Yes/No*
Send Forms Yes Yes/No*
Service Connection Yes Yes/No*
Spelling Yes Yes/No*
Tax: 1099 (US only) Yes Yes/No*
Time & Expenses Yes Yes/No*

Print/Email Tasks

Tasks/Features Single-user mode Multi-user mode
Printer Setup Yes Yes
Print forms Yes Yes
Send forms Yes Yes
Shipping Label (US only) Yes Yes

Others

Tasks/Features Single-user mode Multi-user mode
Synchronize contacts Yes Yes
Set up QuickBooks ODBC Yes Yes
Use Register Yes Yes
Use Calculator Yes Yes
Find Yes Yes
Search Yes Yes
Customize Favorites Yes Yes
Bulk enter company business details Yes Yes
Reminders Yes Yes
Alerts Manager Yes Yes
QuickBooks Messenger Yes Yes

 

How To Switch Between Single User Mode And Multi-User Mode?

Switching between the two modes is an easy task. Follow these simple steps:

  • Open your QuickBooks and go to the File menu.
  • Now, click on Switch To Single-user Mode/Switch to Multi-user Mode.

Note: Some QuickBooks functions like Payroll and Bank Feeds automatically lock out in the multi-user mode. Only one user at a time can access these functions.

How To Connect With QuickBooks Experts?

If you are encountering problems or errors while switching from single user mode to multi-user mode or vice versa, get in touch with the QuickBooks Experts immediately. Taking such problems lightly is an open invitation to more problems. It is neither ideal nor practical. Call on the toll-free QuickBooks Technical Support Phone Number +1-800-778-7614 to get the easiest solutions and tips to stay on the top of your game.

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QuickBooks Error -6123, 0: Learn How To Fix

QuickBooks tracks and keeps an account of all the transactional reports and data for the various company data files. Sometimes, when you are trying to open your company data file from the network server, you may encounter the QuickBooks Error -6123, 0 on your monitor screen. The QB Error -6123, 0 can also be triggered while restoring the backup file in our QuickBooks. You can contact the QuickBooks ProAdvisors of supportforerror from the QuickBooks Support Phone Number +1-800-778-7614
 to get instant support for the error 6123. In this article, we are going to discuss the QuickBooks Desktop Error -6123, 0 in detail.

QuickBooks Error -6123, 0: Learn How To FixWhat Are The Causes Of The QuickBooks Desktop Error -6123, 0?

There are quite a few causes for the QB Error -6123, 0. We will try to cover them all.

  • Trying to restore a company data file from an external storage device such as a pen drive or thumb drive.
  • Weak connection between the network and the host server.
  • Your QB Company data file is damaged.
  • Security software like firewall or anti-virus is interfering with QuickBooks and causing the error.
  • The Microsoft Windows version that you are using is damaged or incompletely installed and in both cases, you won’t be able to access your Company data file.

How To Resolve QuickBooks Error Code -6123, 0?

As there are various causes for the error -6123, 0 there are various solutions as well. You must try all solutions in the order they are given for the desired result.

Solution 1: Download QuickBooks File Doctor

  • First of all, visit the official website and download the QuickBooks File Doctor tool on your computer.
  • Now, install the tool and run it.
  • Go to the Company files.
  • Choose Check File Damage Only and click Diagnose File button.
  • Type in your Admin Password and click on Ok.
  • Choose one of the options from Open File in Newer Version or Repair File in the existing version.
  • Now, some instructions will appear on your screen. Choose the appropriate responses.
  • Restart your computer.

Rename .ND and .TLG file-

  • Go to the folder in which you have stored the Company Data file.
  • Choose the corresponding .ND file for your company data file.
  • Now, right-click on the company data file.
  • Choose Rename.
  • Change file name from .ND file to .ND.OLD.
  • Likewise, choose .TLG file and Rename .TLG file to .TLG.OLD.
  • Now, re-open your QuickBooks Company data File.

Follow The Steps Carefully or Contact Our QuickBooks ProAdvisorsIf you’re still unable to upgrade your company file, implements these steps to manually resolve the error.

  • Fix settings manually
  • Reinstall QuickBooks
  • Troubleshoot possible data damage

If the error persists, we suggest that you reach out to our QuickBooks Technical Support team. QuickBooks ProAdvisors have the tools to additionally check the error via remote access securely. Dial the toll-free QuickBooks Tech Support Phone Number +1-800-778-7614
to get in touch with the QuickBooks ProAdvisors of supportforerror in a matter of seconds. You can rest assured, the QuickBooks Error Code -6123, 0 will be fixed and you will back in business soon.

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QuickBooks Error 6175, 0: Fix The Hosting Company File Issue

QuickBooks Error Code 6175, 0 is an error which you encounter when you try to host a QB Company file for multi-user access. Now, it is still undoubtedly one of the top Accounting and Financial management software out there because you can get 24×7 support services for any miniscule issue with your QuickBooks. To get support services for your QuickBooks, all you have to do is call on the toll-free QuickBooks Support Phone Number +1-800-778-7614 and verify your QuickBooks account.

QuickBooks Error 6175, 0: Fix The Hosting Company File IssueNow, you must be wondering what exactly caused the QuickBooks Error 6175, 0 to appear on your screen. This error is triggered to pop-up on your screen when the multi-user sharing is not set up properly. It can also show up if the firewall or any other security software is blocking or restricting QB access to the shared file.

How To Fix The QuickBooks Error 6175, 0?

Solution 1: Check If QuickBooks Is Hosting The File Properly

Firstly, you have to verify that only the server desktop is hosting the company file for multi-user access.

  • Repeat the steps on all the workstations, open QuickBooks then head to File menu.
  • Now, click on Utilities and choose Stop Hosting Multi-User Access.
  • On the server computer, turn hosting off, then on again, to refresh multi-user sharing.
  • Go to the server computer or desktop and run the QuickBooks Database Server Manager (QBDBSM) for scanning the folder where the QB company file is stored:
    • Hit the Windows icon on your keyboard and look for QuickBooks Database Server Manager.
    • In the case, the folder where the QuickBooks company file is stored is registered, choose Start Scan.
    • Otherwise, click on Browse to find and choose the folder in which you stored the QB company file.

Solution 2: Use QuickBooks File Doctor

QuickBooks File Doctor is an advanced tool which can fix common Networking and Company file corruption errors which can pop up in QuickBooks software. In the case, you are facing any problems with your QuickBooks Company file, contact the QuickBooks ProAdvisors. If you are well-versed with troubleshooting QuickBooks errors and issue, you can try to manually fix the QuickBooks Error 6175, 0.

The QuickBooks File Doctor Tool can resolve Company file errors like:

Solution 3: Check Hosting Settings

  • Ensure the QBDataServiceUser is properly configured with Power User or Administrator rights.
  • Make sure that QBW32.exe, QBUpdate.exe, QBDBMgr.exe, and QBDBMgrN.exe have proper access rights for any security application or firewall.

Follow The Steps Carefully or Contact Our QuickBooks ProAdvisorsHow To Get Support Services For QuickBooks Error 6175, 0?

We hope that you were able to get rid of the QuickBooks Error Code 6175, 0 by implementing the steps which we have given in this article. A few of you might face issues while implementing the steps or they might have a question on their mind. You can call us on the toll-free QuickBooks Customer Support Number +1-800-778-7614 to receive immediate QuickBooks Customer Service.

We are also live 24×7 on the QuickBooks Chat Support services to answer all your questions.

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How To Create An Estimate In QuickBooks?

QuickBooks is an advanced Accounting and Financial Management software built for small and mid-sized businesses. At supportforerror, we provide a detailed description and step-by-step guides for QB features and errors. We are the number one source for getting the latest news for QuickBooks and its versions.

How To Create An Estimate In QuickBooks?Note: QuickBooks 2016 is expiring on May 31st , 2019. Upgrade to QuickBooks 2019 now to keep using your QuickBooks.

In this article, we are going to discuss how you can create an Estimate in QuickBooks. Estimates are detailed and professional proposals or quotes that you can send to your potential clients. You can also convert these estimates into an invoice or sales order when you get the gig. Creating an Estimate in QuickBooks is a very simple procedure and you can follow the steps given below to do it by yourself.

In case, you are encountering any issue with your QuickBooks while creating an estimate or any other task, dial the toll-free QuickBooks Customer Support Phone Number +1-800-778-7614 to get QuickBooks customer service from the Intuit certified QuickBooks Experts.

How To Turn On Estimate Feature In QuickBooks?

Follow these steps for turning on Estimate feature in your QuickBooks:

  • First of all, sign in as the Administrator in the QuickBooks Company file.
  • Now, go to the QuickBooks Edit menu and click on Preferences.
  • Go to the left side of the screen and select Jobs & Estimates.
  • Head to the Company Preferences
  • The question “Do you create estimates?” will appear on your screen.
  • Click on Yes.
  • Click on Ok.

Steps To Create An Estimate In QuickBooks

  • Open QuickBooks on your screen and click on Estimates / Create Estimates. You can also access this from the Customers Menu.
  • Choose a Customer or Customer Job in the Customer:Job drop down menu.
  • In case, no customer or customer job is available in the list, you can create one by clicking on Add New
  • Now, type in the appropriate information in the respective fields at the top of the form. For example, Date and Estimate.
  • Head to the Detail area and choose the item(s) you wish to do or add as a sale.

Note: You do not have to manually enter the amount or the description when you add an item as it will be automatically populated. QuickBooks picks up this information from description and unit cost entered when the item was set up. You can choose to delete or modify these details when you are creating Estimates.

How To Create An Discount In QuickBooks Estimates?

You have to create a Discount item in the estimate if you wish to apply a discount. Follow these steps for creating a discount item:

  • Open QuickBooks and go to the QuickBooks Lists
  • Select Item List.
  • Now, right-click anywhere on the screen and choose new.
  • Go to the New Item window and choose the Type in the drop-down menu.
  • Select Discount.
  • Provide the Item Name/Number and a brief Description.
  • Head to the Amount or % field.
  • Type in the discount amount or percentage that you want to provide to your potential client.
  • In case, you want to provide different discounts, leave the Amount or % field empty.
  • You can provide the amount straight into your sales forms.
  • Now, go the Account drop-down again.
  • Select the income account which you want to use for tracking discounts.
  • Choose a suitable tax code for the item and click on Ok.
  • Click on Save & Close to complete the process.

Follow The Steps Carefully or Contact Our QuickBooks ProAdvisorsHow To Get Support Services For QuickBooks?

You can easily connect with the QuickBooks Tech Support Department whenever you need any help with your QuickBooks. All you have to do to get QuickBooks Support Services is dial the QuickBooks Tech Support Phone Number +1-800-778-7614. The QuickBooks ProAdvisors will ask for a few details so that they can verify your QuickBooks account. After that, they will take care of the issue for you.

We also suggest that you utilize the QuickBooks Chat Support service if you cannot stay over a phone call. For that, click on the Chat icon on the bottom-right corner of your screen and fill up the required information. Click on Submit button to get connected with the QuickBooks ProAdvisors.

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How To Convert An Accountant’s Copy Or An Accountant’s Working File To A Regular Company File?

QuickBooks is an Accounting and Cash flow management software which is marketed by Intuit. It is designed while keeping the requirements of small and mid-sized businesses. In this article, we will show you how you can convert an Accountant’s copy or an Accountant’s working file to a regular company file in QuickBooks. You must read the whole article to understand the process. But if you are looking for a fast fix, get in touch with the QuickBooks ProAdvisors by calling on the toll-free QuickBooks Technical Support Phone Number +1-800-778-7614. You can explain the situation on the call and then the QuickBooks ProAdvisors will create a temporary and secure connection between the Intuit QuickBooks server and your desktop. The QuickBooks ProAdvisors will take care of the issue once the connection is live.

Convert An Accountant's Copy Or An Accountant's Working File To A Regular Company FileIt is only possible in QB Desktop Accountant editions to convert an Accountant’s Copy (.QBX) or Accountant’s Copy working file (.QBA) to a regular QuickBooks Desktop company file (.QBW). What most QuickBooks users don’t factor in is that they will have to reenter all the changes made on the company file after the Accountant’s Copy was created post the conversion process.

Note: Take a backup of the company file before making any changes.

Important Points:

  • The feature to convert an Accountant’s Copy (.QBX or .QBA) to a regular QB Desktop company file (.QBW) is only limited to QB Desktop Premier Accountant and Enterprise Accountant.
  • As soon as the Accountant’s Copy is converted to a company file, it will not possible to export an Accountant’s Changes (.QBY) file.

Steps For Converting An Accountant’s Copy (.QBX or .QBA) To (.QBW) File

  • First of all, you have to open the appropriate file. It can be .QBX or .QBA.
  • Now, head to the File menu of your QuickBooks and click on Send Company file.
  • Click on Accountant’s Copy.
  • Choose Convert Accountant’s Copy To Company File/ QBW and click on OK.
  • Now, select a location where you wish to save the converted .QBW file.
  • Click on the Save button.
  • Choose Ok.

Follow The Steps Carefully or Contact Our QuickBooks ProAdvisorsGet Support For QuickBooks Pro, Premier, Enterprise & Online

We hope that you were able to convert your Accountant’s copy or an Accountant’s working file to a regular company file by following the steps given in this article. In the event, you are encountering any problem during the conversion process or if you need any help, call on the toll-free QuickBooks Customer Support Phone Number +1-800-778-7614.

The QuickBooks ProAdvisors are available round the clock on the support line number and the live chat window to provide QuickBooks Customer Service. You can contact them if you have any question or query on your mind regarding QuickBooks.

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How To Enter Batch Transactions In QuickBooks?

QuickBooks is an advanced Bookkeeping software which comes pre-loaded with many useful features and tools. It aims to streamline the tasks and reduce manual intervention and hence increase productivity. One such feature is the Batch transactions in QuickBooks. You can use this feature to copy multiple transactions which include checks, deposits, etc. from one company file to another company file.  Save time, energy and resources by using QuickBooks Batch Transactions or get in touch with the QuickBooks Experts by dialing the toll-free QuickBooks Customer Support Number +1-800-778-7614.

Follow These Steps For Entering Batch Transactions

  • Open QuickBooks and head to the Accountant Menu.
  • Choose Batch Enter Transactions.
  • In the transaction type drop-down menu, select the transaction which you want to enter. All latest versions of QuickBooks come with the feature of entering multiple Checks, Deposits, Credit card charges or credits, Invoices, Credit memos, Bills and Bill credits.
  • Now, choose an applicable bank/credit card or AR/AP account from the menu.
  • You can also choose to create a new account by clicking on Add New.
  • Now, go ahead and open the spreadsheet which has the transactions.
  • We will be pasting this spreadsheet in QuickBooks.
  • Now, check and verify that the column order in the QB Batch Enter Transactions screen is matching with the columns in the spreadsheet.
  • Right-click on the transactional information and select copy.
  • Go to the Batch Enter Transactions screen in QuickBooks again and right-click on the first date field.
  • Now, click on Paste.
  • All the data from the spreadsheet will appear in the Batch transaction screen.
  • Now, keep adding all the transactions to the list.
  • Choose Save Transactions and click on Yes to save the transactions.
  • A tab will show the total number of transactions saved.
  • Click on Ok to finish the import process.

Follow The Steps Carefully or Contact Our QuickBooks ProAdvisorsIt is not possible to export batch transactions but it is possible to copy various transactions from one company file to another company file. Now, it can be done by utilizing the enter batch transactions feature.

Get QuickBooks Support Services 24×7 For Instant Resolutions

In the event, you are encountering any QB error or issue while copying multiple transactions from one company file to another company file or if you are confused about any step, feel free to dial and get help from the QuickBooks Experts by dialing the toll-free QuickBooks Support Phone Number +1-800-778-7614. We are also available on the QuickBooks Live Chat Support service. We offer 100% no questions asked policy to each QB User so that they do not have to think twice before dialing our support line number. Get in touch with us today!

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How To Copy Multiple Transactions From One Company File To Another?

QuickBooks is a highly powerful software for handling and managing multiple transactions at the same time. It is widely known as the most recommended Accounting and Financial Management software. But sometimes QuickBooks Users get confused or do not know how to execute a particular task. In such a case, you should get in touch with the QuickBooks Technical Support Phone Number +1-800-778-7614.

In this article, we will show you how you can copy multiple transactions from a QuickBooks company file to another. This feature is only available in QuickBooks 2016 or newer (Premier Accountant Edition or Enterprise Accountant Edition). If you are using outdated or expired software, upgrade to the 2019 version immediately to get complete benefit of the software. Also, Intuit has stopped providing QuickBooks Customer Service for the outdated or expired versions.

Note: QuickBooks Desktop 2016 version is expiring on May 31st, 2019. Get support for upgrading QuickBooks to the 2019 version from QuickBooks Support Phone Number +1-800-778-7614.

These Transactions Can Be Copied To Another Company File

  • Checks
  • Deposits
  • Credit Card Charges and Credits
  • Bill and Bill Credits
  • Invoice and Credit Memos

Note: These steps only work for an accountant’s copy as long as the transaction date is earlier than the dividing date.

Step 1: Set The Preferences Appropriately To Allow The Export

  • Disable The Use Of Account Number
    • First of all, open your QuickBooks and go to the Edit menu.
    • Now, click on Preferences.
    • Choose Accounting and click on the Company Preferences option.
    • Unmark Use Account Numbers and click on Ok.
  • Disable Sales Tax
    • Go to the Edit menu again and click on Preferences again.
    • Choose Sales Tax and click on Company Preferences tab.
    • Open the “Do you charge sales tax” section.
    • Choose No and click on Ok.

Step 2: Create A Custom Transaction Detail Report

  • Open QuickBooks and head to the Reports menu.
  • Click on Custom Reports and choose Transaction Detail.
  • Click on Customize Reports and make these changes in the report:
    • Select the preferred date.
    • Transaction Type: Select your preferred transaction type.
    • Detail Level: All Excluding Summary

Choose the following columns considering  the type of transaction:

Checks

  • Date
  • Num (Check Number)
  • Name (Payee)
  • Account
  • Debit (Amount)
  • Memo

Deposits

  • Date
  • Name (Received From)
  • Account (Account From)
  • Memo
  • Num (Check No.)
  • Credit Amount

Credit Card Charges and Credits

  • Date
  • Name (Payee)
  • Account
  • Debit (Amount)
  • Memo

Bills and Bill Credits

  • Date
  • Num (Ref No.)
  • Name (Vendor)
  • Terms
  • Debit (Amount)
  • Item Description

Invoices and Credit Memos

  • Date
  • Number
  • Name (Customer: Job)
  • Terms
  • Debit (Amount)
  • Item Description (Description)
  • Item
  • Qty
  • Sales Price (Rate)
  • Amount (Total)

Click on OK to run the report. Remember the report and you can save it as a PDF if required.

Step 3: Export the report in excel

  • Choose the Excel drop-down from the Report screen.
  • Select Create New Worksheet.
  • Choose in a new workbook, and then click on Export.

Step 4: Batch Enter Transactions

Entering Batch transactions is a whole another process. Feel free to contact the QuickBooks ProAdvisors of supportforerror for any help.

 

How To Contact QuickBooks Customer Support Services?

In case, you are encountering any issues while copying multiple transactions from one company file to another, feel free to contact us on toll-free QuickBooks Customer Support Phone Number +1-800-778-7614. We provide QuickBooks premium tech support services for all version of QuickBooks Pro, Premier, Enterprise, and Online.

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