quickbooks setup

QuickBooks Desktop Download

QuickBooks Desktop Download

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QuickBooks Desktop software helps you to track the transactions and accounts of a particular organisation. The software was first launched back in 1983 in California, the USA by the name of Quicken. The software was a DOS-based accounting software, and then in 2002-03, it got updated according to the new OS of that time, and the Intuit changed the name as the QuickBooks Desktop software. The QuickBooks Desktop software launched their first version as the QuickBooks Enterprise which was designed to manage small and mid-sized business accounts. Later they introduced the Basic and Pro version of it in the year 2003.

Since QuickBooks got its launch, it has always remained on one of the market’s top positions. The Intuit market stake is almost 80% that says a lot about how big the company is becoming as the days pass.

How to download QuickBooks Desktop

If you want to start using the QuickBooks Desktop software, you must decide whether you will handle the account yourself or hire a specific accountant or bookkeeper. It also depends upon the size of your business cause there are different versions of the software according to the organisation’s capital. The three different versions are as follows:                                           

  • QuickBooks Desktop Pro
  • QuickBooks Desktop Premier
  • QuickBooks Desktop Enterprise 

These are the three different versions that are designed by the per capita of your organisation. First, you need to decide which particular version you want to subscribe to and then download the QuickBooks Desktop software.

Steps to Install QuickBooks Desktop

To install the QuickBooks Desktop software:                              

  • You need to go to the official website of Intuit.
  • Fill in the details according to your organisation needs after selecting the country.
quickbooks desktop download free
  • You can select according to the need, so you must be clear about your thoughts.
free quickbooks desktop download
  • Now you can click on the download button to start downloading
quickbooks desktop download 2016
  • You can also update the QuickBooks Desktop software.
quickbooks desktop download
  • These steps will help you to download the desired version of the QuickBooks Desktop software.

Point to remember while installing QuickBooks Desktop

To install the QuickBooks Desktop software, you must have the following things installed in your system:

  • Operating System: Windows 8 and above
  • RAM: 4GB and above
  • Disk Space: 10 GB Minimum
  • Screen resolution: 1280*1024
  • Network Speed: 512 kbps but 1 Mbps is recommended
  • PC: Desktop, Laptop, Tab and Smartphone

These are the minimum requirements that you need to have installed in your PC. The software doesn’t require any features that you have to pay any extra amount on your configuration.

Conclusion

QuickBooks Desktop software is designed to help you to manage the books and accounts of your organisation. But you need to understand that the software offers a line of versions such as Pro, Premier and Enterprise.                

This post’s whole idea is to introduce you to all the different versions to make up your mind that which version you want to subscribe to according to your business’s mounting. Hope that this post will help you choose your understanding of the QuickBooks Desktop software for your organisation.

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Cpadesk
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CpaDesk Is An Online Accounting Forum/ Community That Brings Accounting Advisors, Students, And Those Who Are Looking For Knowledge And Information.

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Source & Image Credit: QuickBooks

How to transfer QuickBooks to a New Computer

How to transfer QuickBooks to a New Computer

Table of Contents

Are you upgrading to a new computer? Want to transfer your QuickBooks information without any risk of losing work stored on the old system? If yes, this is the article you ought to read. 

Whether it’s the new QuickBooks installation or migration of files to the new system, transferring QuickBooks files to the new system requires some distinct steps. It is one of the most common issues organizations face. However, to ensure efficient working of accounting activities proper set of QuickBooks is very critical. There are two different methods to help you move QuickBooks to a new system. In this blog, we’ll show you methods, the first one using the Migrator tool and another manual method of transferring QuickBooks software to the new computer.

Are you upgrading to a new computer? Want to transfer your QuickBooks information without any risk of losing work stored on the old system? If yes, this is the article you ought to read. 

Whether it’s the new QuickBooks installation or migration of files to the new system, transferring QuickBooks files to the new system requires some distinct steps. It is one of the most common issues organizations face. However, to ensure efficient working of accounting activities proper set of QuickBooks is very critical. There are two different methods to help you move QuickBooks to a new system. In this blog, we’ll show you methods, the first one using the Migrator tool and another manual method of transferring QuickBooks software to the new computer.

But let us first understand, what is QuickBooks?

QuickBooks is a popular accounting software by Intuit. The software is meant to address day to day accounting issues of small and medium-scale organizations. QuickBooks is widely used across the globe for its simplicity and intuitive functions. Currently, this accounting software has more than 4 million business users. Using QuickBooks, companies can automate several functions such as invoice generation, tax payment, and payroll. It can also help pay and accept payments online. 

Ways to Transfer QuickBooks to new Computer

Method 1: Manual Transfer of QuickBooks to a New Computer

The manual transfer method involves direct steps, thus, it is comparatively less comprehensive. In this method, the QuickBooks software copy is uninstalled from the old system and is reinstalled on the new system. 

  • Jot down the product and license information of your current QuickBooks installation. 
  • Uninstall the QuickBooks application from the old system. 
  • Next, using your QuickBooks CD or the installation file that you purchased or downloaded reinstall the application on your new computer.
  • Follow the installation wizard, accept the application license agreement. At this time, you’ll need your product and software license number. 
  • Register QuickBooks on a new computer using your business phone and ZIP code. 
  • Transfer your company documents to the new computer and access them with QuickBooks as you normally would. 

Downsides of Manual Transfer Method

The manual transfer of QuickBooks involves steps that may invite some inevitable errors. 

  • Having the right version of QuickBooks Desktop and other application details is very critical for the process. 
  • Add-on services and extensions need resetting. 
  • The printer setting needs to be done manually. 
  • Company documents are transferred through a manual process. 
  • All other tasks such as template setting, report customization need to be performed again. 

Method 2: Transfer of QuickBooks to a New Computer Using Migrator Tool

The Migrator tool method will require an internet connection and a USB flash drive with enough storage for copying Quickbooks data. 

The steps involved in this process are as given below: 

  • Open QuickBooks on your old computer. 
  • Go to File menu à Utilities à select Move QuickBooks to another computer
  • Click I’m Ready, then create a one-time password and wait until all files are copied to flash drive. 
  • Insert USB flash drive into a new computer. 
  • Open the flash drive and launch Move_QuickBooks.bat to start the migrator. 
  • Enter the password and hit Let’s go. Wait for the Migrator tool to finish the transfer.  

When the process is completed, migrator files will automatically get deleted from a USB drive.

Downsides of Migrator Tool Method

Although the Migrator tool method has an automated process it requires you to perform some additional steps on the new system. 

  • Multi-user setup will require manual configuration. 
  • Payments and payroll processing will need manual sign up. 
  • The migration tool cannot transfer manual backups. 
  • Company files, plus, three recently opened files, will require a manual transfer. 

Important Note:

During these processes, the application may ask you to purchase QuickBooks. Use your license and if does work reach out to the QuickBooks tech support team.  To either cancel Quickbooks online membership or resolve software activation issues Call 844-437-2616.

Key Takeaway

Moving your QuickBooks to the new computer doesn’t move your company files. The transfers of these files need manual effort. However, the transfer of QuickBooks application using the aforementioned methods is a breeze for everyone. There are several Migration tools available out there in the market. You can choose any that suits your preferences. 

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Cpadesk
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How QuickBooks Onboards New User

How QuickBooks Onboards New User

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How QuickBooks Onboards New User

Suppose you are hiring a new person who means that you are growing and you want a helping hand which supports you even more to achieve the best results for your organisation. You must make the new person understand how you would like to proceed in the long run and explain your target audience’s products or services.

You must hire an individual willing to work and treat your clients and vendors with the same politeness, respect, and commitment as you would’ve done. It can be a little daunting to trust a person you don’t know, so you need to be very careful while hiring someone.

How to Onboard a new hire

You should have a particular process that motivates and clears their goal and role in your company. Like a potter, you need to shape the new hire in the first few days and encourage them to your benefit. You should also make proper work ids according to their roles in the organisation so that they get familiarised with your organisation.

The main thing you need to concentrate on is that the new hires learn their roles and responsibilities as quickly as possible. Still, you have to ensure that you empower them and clear all their doubts about your organisation’s products or services you are offering in your organisation. You need to make sure that your onboarding process is manageable and organised at the same time. 

What is an employee building onboarding process?

The onboarding process is a process that is an essential thing for hiring a new person in your organisation. The onboarding process helps your employee to understand your supervision and the goals that you want to achieve in this organisation. 

You can learn a lot from your own experiences and how you were treated when trying to make a mark in the initial stage of your career. The onboarding process can motivate a person immensely and if not treated well the hire will do things according to their mindset, and that is not something which will help you achieve the desired results. 

The process will be built with several activities, and it might take some time so keep on experimenting the whole thing a few examples are as follows: 

  • The new hire should feel welcome instead of a burden into your organisation you can make them comfortable by giving them their proper logins and other technical requirements. You also should be already prepared with their essential documents related to their enrollment. According to the office entry, they should make their space clean and ready to rock and even their badges or keys. These are a few small things that make them feel welcomed.
  • Making a new hire introduces your colleagues and co-workers and the office space to familiarise with the organisation’s atmosphere. Giving them an idea about your company’s history, clients, and the products and services that you offer can also be a good thought on their first day.
  • Depending on the number of hires you want to recruit and give them responsibility according to your needs, please make sure that someone can talk to them and tell them their duties. Make them comfortable and be open to a conversation with them to develop any question regarding the business or the organisation if needed.
  • You can also be a little welcoming towards the new hires so that their nervousness should not increase and they feel more confident towards their approach. Ensure that there is a fun element in your onboarding process that will help the hire break the ice.
  • You have to make sure that it is not the first few days but almost two-three months for them to be complete with your supervision and stuff so better take care and make them clear your thoughts and vision.

These are a few ideas that can help you while onboarding a new hire that can become an essential part of your organisation later. You must take care of the new hire and be extra cautious with the new hire.

Conclusion

In conclusion, this post will give you a brief idea about how any organisation can use onboard a new hire. So please read the post very carefully and apply if you find it relevant enough. Hope that we have enlightened in you anyway thanks for your time that you spend while reading this. 

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Cpadesk
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Integrate QuickBooks with Salesforce

Integrate QuickBooks with Salesforce

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Integrate QuickBooks With Salesforce

QuickBooks is one of the most used software when managing the accounting of a particular organisation. The other name apart from QuickBooks that comes to our mind to manage the accounting is Salesforce both of them are cloud-based software. Both organisations’ target audience is like a small business to giant organisations such as large scale industries that are limited and listed on the market. 

Both the software helps you a lot when it comes to managing your organisation’s finances, and they save you a lot of time while working on it, and as we all know, time saves money. Integrating the two software will save you more time and money than before. Integrating will also allow you to access data from both the software.

Benefits of integrating the QuickBooks with Salesforce

The advantages of integrating the Salesforce are as follows:

  • As already mentioned Integrating both the software will help your other team handle your finances and automatise the whole system of managing the account. Please ensure that the invoice and payments, and reports have a sense of consistency.
  • You can also send the customised reminders and invoices that are due to the other clients and vendors.
  • The software also provides you with the visibility of your business and cash flow of the present time that can give you a bigger picture of how things will run for your business shortly and how can you grow your business from there.

These are a few benefits of integrating QuickBooks with Salesforce to help you run better finances in your organisation. Now that you know the advantages of integrating QuickBooks with Salesforce, you must read our next segment to that will make you understand how you can incorporate the Salesforce to QuickBooks Desktop software.

How to integrate Salesforce with QuickBooks Desktop software

To integrate the Salesforce with the QuickBooks Desktop, you need to follow the given means: 

  • To begin with, integrating Salesforce to QuickBooks, you’ll need to sign in to your QuickBooks as the admin and then you can look for the Salesforce connector by QuickBooks that you will need and then tap on the ‘Get the App Now’ option.
  • Now you need to see and decide how the opportunities will look in the QuickBooks Desktop software.
  • After that, you need to add all of your Salesforce products and services that you have purchased to the QuickBooks Desktop software. 
  • Finally, you just need to add the Salesforce info to the given custom fields on the QuickBooks sales forms and get the given opportunities into your QuickBooks Desktop software.

These are the steps that you need to follow to integrate the Salesforce with QuickBooks Desktop software. 

Conclusion

In conclusion, QuickBooks is a software that helps you manage the accounting of any organisation. Integrating the salesforce will convert the invoices and send them on the due dates to the clients or vendors. These invoices will not add up to your draft invoices until you or your associates approve them.

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Cpadesk
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Transfer transaction in QuickBooks Online

Export chart of accounts in QuickBooks

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Transfer Transaction In QuickBooks Online

QuickBooks is an accounting software that merely helps you in managing the finances of your organisation. To maintain the accounts, one must know how to export the chart of accounts that covers the risk of duplicate transactions.

In this post, you will get to learn about a few topics that will help you enormously in maintaining your company’s account by exporting the chart. The most asked questions of late are:

  • How to export a chart of accounts in QuickBooks Desktop software.
  • How to export a chart of accounts in QuickBooks to Microsoft Excel.
  • How to export a chart of accounts in QuickBooks Pro.

How to export chart of accounts in QuickBooks Desktop software

To stay away from the risk of the duplication of the transaction that may result in confusion between the two accounts, you must know the art of export the chart of accounts. You can do that by using the different versions such as Transfer, Cheques, Imported Bank Transaction, and Journal Entry. 

To begin with the transfer feature, it is one of the most standard and quickest ways to transfer your funds and it can be quickly recorded in the bank register and can be recognised as well. 

To transfer that money using the Transfer feature, please follow the given means:

  • You need to open the option New tab. 
  • Then you need to click on the Other option and then tap on Transfer.
  • When the Transfer Funds From the drop-down list, Tap on the bank account that is merged with your organisation.
  • Now you need to open the drop-down list of Transfer Funds To option and then choose the primary bank account of the organisation.
  • After that, go to the Transfer Amount section and then fill in the amount that you need to transfer in the given field.
  • You need to modify the Date of the Transaction according to your need.
  • Open the Memo Field and then Enter the Description of the Transfer. 
  • Lastly, after performing all the steps, you need to tap on Save, and the Transfer is done.

These are the steps that you need to perform, and you will successfully export the chart of accounts in QuickBooks Desktop software. Now that you know how to export a chart of accounts in QuickBooks, you must read about the chart of account in QuickBooks to Microsoft excel that is what our next segment of this post.

How to export chart of accounts in QuickBooks to Microsoft Excel

To export the chart of accounts in QuickBooks to Microsoft Excel, you must read the steps that are as follows:

  • Open the QuickBooks Desktop software and then Open the Chart of Accounts tab given in there.
  • Now you need to select the file that you want to convert in the excel format. 
  • You might see a window popping up on your screen if yes then hit OK.
  • Go to Settings and then select the particular file.
  • Open the drop-down menu and then choose the Comma Delimited File option.
  • After that, tap on the Print option.
  • Now save and rename it according to your preference.

These are the steps that will help you to export the chart of accounts in QuickBooks to Microsoft Excel, and you must also read about how can you export the chart of accounts in the Pro version of the QuickBooks Desktop software that is detailedly given in the next part of the post. Hence, please provide that a careful read. 

How to export chart of accounts in QuickBooks Pro

To export a chart of accounts in the QuickBooks Pro, you need to follow the steps that are as follows:

  • Exporting a List
    • Open the File menu and then tap on the ‘Utilities’ option.
    • Choose the Export option and then tap on the Lists to IIF Files.
    • You need to choose the particular list that you would like to export and then hit OK.
    • After that, you need to figure out the location go to that particular folder or create a folder and then tap on the Save option.

These are a few steps that will help you export the chart of accounts in QuickBooks Pro, you also must read about importing the list, so that you don’t have to find another writeup for that. 

  • Import the List
    • Firstly, you need to open the QuickBooks Desktop software and then sign in to one of your Company Files as Administrator.
    • After that change the mode to the single-user way.
    • Now you need to open the file menu again and then choose the ‘Utilities’ option.
    • Tap on Import and then IIF the Files.
    • You can now successfully import the Chart of Accounts in QuickBooks Pro.

These given steps will help you import the list in the Pro version of QuickBooks Desktop software.

Conclusion

In conclusion, QuickBooks helps you cover almost all the aspects of accounting or bookkeeping, and one such thing is the exporting the chart of accounts. The whole point of this post is to help you understand the different types of it and how can you do that by just giving it a read. Hope that this post will help you understand the topic and enlightened you in such a way that you have become a pro in exporting the chart of accounts in QuickBooks Desktop software.

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Cpadesk
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CpaDesk Is An Online Accounting Forum/ Community That Brings Accounting Advisors, Students, And Those Who Are Looking For Knowledge And Information.

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QuickBooks Errors

Complete Lists of QuickBooks Error Codes

QuickBooks is an accounting software that is widely regarded by all the accountants and bookkeepers of this world. The reason behind this software being on top is that the software is very relevant because it gets timely updates and the kind of services they provide is unmatchable.                                 

But like the other accounting software, QuickBooks is also prone to various errors and issues. The software has many versions and the list of errors with their respective versions are briefly described in the next segment.

QuickBooks Error Code List

There are different errors in the different versions of QuickBooks all these versions and the list of their errors are given below:                                

There are a few error codes that you may face while using QuickBooks Enterprise. The list of errors that you might encounter while using QuickBooks Enterprise are as follows:

List of Errors that you might encounter while using Payroll

Here is the list of errors that you might encounter while using QuickBooks Online.

QuickBooks POS users often witness some errors the list of these errors that you might encounter are as follows:

List of Errors that you might encounter while using QuickBooks Desktop:

How to Fix Error Codes

QuickBooks might be a software that is prone to errors but most of these errors can be resolved with the help of different tools such as QuickBooks File Doctor or QuickBooks Tool Hub.

All you need to do is run one of these two tools and check whether the issue or error that you are facing is getting fixed or not. QuickBooks Tool Hub is the latest version of the two so that might work a little better.

Conclusion

To conclude, QuickBooks is a software that is surrounded by errors and issues. The main idea behind this article is to introduce you to all these error codes with the different versions of the software.                                                 

However, each of these errors can be fixed by simply using QuickBooks Tool Hub and QuickBooks File Doctor. All you need to do is run one of these two tools and you will be able to resolve these issues or error code that you may see in one of these tables.

Setup firewall in QuickBooks

How to setup firewall in QuickBooks Desktop

This article would help you to understand firewall and security settings for QuickBooks Desktop

Sometimes as a User you get an error or may face an issue with the QuickBooks Desktop application, Possible reason could be the windows firewall as well. Here will make you understand how to configure windows firewall manually. But before you do anything or make changes to the windows firewall always recommended Run QuickBooks Tool Hub or may try to run QuickBooks File Doctor for company file-related issue.

Solution 1: If QuickBooks File Doctor unable to fix firewall related issues, It,s always better to configure the firewall manually. Add an exception for QuickBooks related ports:

  • Click to Open Windows Start Menu. 
  • Type windows firewall in the search box and open that window.
  • After that Choose Advanced Settings. 
  • Do right click on Inbound Rules. 
  • And on the next windows specify the port. 
  • In this window just make sure the TCP option is enabled. 
  • Enter QuickBooks port as per the version for example QuickBooks 2020:8019 xxxx, QuickBooks 2019: 8019: xxxx, QuickBooks 2018: 8019,56728, 55378, 55382, QuickBooks 2017: 8019, 56727, 55373 ,55377.
  • The latest versions of QuickBooks 2019 and 2020 uses the dynamic port numbers.
  • To find out the dynamic port numbers, From the windows start menu open QuickBooks Database, server manager.
  • After that choose the option Port monitor tab. 
  • Then you would see the QuickBooks version and from here you make note of QuickBooks Ports.
  • Once you got all the port number click next. 
  • After that choose allow connection then next. 
  • Now create a rule and name it as per your choice. 
  • Once you have done then click Finish. 
  • When you are done create inbound rules, Create outbound rules follow the same steps. 

If still the issue continues follow the second solution and create a firewall exception for QuickBooks Software:

  • Create an exception for .exe files to run without any obstruction. 
  • Click to open the Windows start menu. 
  • Windows firewall and then advanced settings. 
  • On the next windows Choose inbound rules. 
  • Create New rules and choose Programs after that Hit Next. 
  • And follow the same steps to create Outbound rules.
  • Here is the list of .exe Executable files in the image below. 
setup firewall in quickbooks desktop
  • Even after creating exceptions in windows firewalls if you still have the same error or issue on your QuickBooks. Just make sure you create an exception inside the Antivirus firewall too.

Fix QuickBooks Installation Error

Fix QuickBooks Installation Error

List of errors QuickBooks Users come across during Installation

This article is about fixing QuickBooks Desktop Install error codes.

You may encounter with some the error while installing QuickBooks, Here is the list of some of the common QuickBooks Desktop Install Errors:

  • Error code 1402 during installation 
  • Error message 1603 
  • Error code 1722
  • Error code 1903 
  • Error code 1935
  • .Net Fram work error 
  • Damaged MSXML or C++ as programming error 
  • Or you may get an error “QuickBooks has Stopped working” When you open QuickBooks after Installation.

You May  get QuickBooks Error 1334 during installation or update 

  • User get this error during Update or while trying to repair QuickBooks 
  • This error could be caused by missing or corrupt .NET framework

Error code 1712 We are sorry something went wrong with the installation. One or more files required to restore your computer to it,s previous state could not be found restoration will not be possible.

QuickBooks Error Code 1904 file path or extension failed to register.

  • A third-party app like Bitdefender caused this 
  • An adobe flash player update 
  • Or maybe QB dynamic link library file (QBversion.dll

Error needs to verify your subscription before installing QuickBooks Enterprise Solutions.

  • QuickBooks enterprise users reported this error during updates. 
  • You may not have this error on all the workstations. 
  • The cause of this error may be a third-party application creating the problem with QuickBooks. 
  • And again the most common reason is the .NET framework.

During installation, QuickBooks install required drivers and files. Some of the Users reported about QuickBooks getting stuck at “Installing ABS PDF driver” during installation.

  • This is one of the integral components of QuickBooks which may be unable to install because of slow internet connection.

All of these errors listed above have one thing in common which the solution, Troubleshooting steps. In this part of this article, you would understand “How to resolve QuickBooks Installation errors”:

Step 1: One of the best solutions for most on the QuickBooks related errors and the issue is the QuickBooks Tool Hub, So install and download the QuickBooks Tool hub :

  • Download the latest version fo this tool.
  • Follow on-screen instructions and finish the installation. 
  • Double click on QuickBooks Tool Hub desktop Icon to open it. 
  • Once the tool hub is open you would see multiple tools listed. 
  • Choose option Installation and program-related issues.  
  • Select QuickBooks Install Diagnostic tool and Run it. 
  • The entire repair process could take up to 20 minutes. 
  • Once it,s done reboot your computer. 

Step 2: The second solution is fixing the issue related to Microsoft .NET framework. Since most of the QuickBooks users prefer to use this software on windows, Inside windows .NET framework is responsible for lots of web-based to run in QuickBooks. Then you can understand if any issue with the .NET framework would affect QuickBooks functionality as well. So after running QuickBooks Tool Hub if you unbale to fix QuickBooks installation errors then this is the last resort.

List of.NET Frameworks required for QuickBooks. 

  • .NET framework 4.5,4.6,4.7,4.8 and the 3.5 Service Pack 1.

Steps to follow for Windows 10,8.1 and 8.

  • Press and hold the Windows key along with this Press letter R.
  • This shortcut would bring the RUN window. 
  • Type command appwiz.CPL to open Program and Features. 
  • Choose to Turn Windows features on, off.
  • On the next windows search for .NET Framework and check if they are enabled or not.
  • If they enable just try to disable them and restart your computer.
  • Once the computer is back on again then follow the same step to turn them back on and check whether the issue is resolved or not.

QuickBooks Premier

QuickBooks Premier

This article is about QuickBooks Premier a version of one of the most used bookkeeping  software.

QuickBooks Desktop Premier 2021.

Here Intuit Present QuickBooks Desktop Premier 2021 with more advanced features and functionalities.

  • Improved & Enhanced Banking Feeds then ever before: Save more time and effort with the automatically customizable bank translation option. This version of QuickBooks Premier comes handy with Match payees, accounts, and all classes. Now you can use upgraded rules to limit entry mistakes to remove entry mismatch.
  • Faster Receipt Management: Receipt management tool allow you to upload receipt instantly using your mobile device. As receipt types, new tools accept Photos so you can instantly Import on to your application faster and easier. Now you don’t need to categorize data manually, This receipt management tool does it automatically.
  • Now you can send statements automatically: Newer version all you to schedule and send statements to your customers automatically like never before.
  • You can customize your payment receipts including logos and your business information which remain the same all the time.
  • Easy to create and categorize customer groups depending upon factors like Type of customer, Status, Location, and balance. Which makes you manage and communicate with the customer in an easier way.

 

Meets all industries need

For general Business: 

  • QuickBooks Inventory center allows you to complete inventory-related tasks at one place faster and easier.
  • Built-in features allow a user to track financial information based on location, department, and profit.
  • You can track all your clients by how much time they work for or based on job type and the progress reports of that work.

For Contractors:

  • Allow you to create reports based on vendor job costs and choose the vendors to need to be paid. 
  • Create a flawless job estimate so that you can keep track of changes and charges.
  • Easy to analyze your job cost-profit with a detail task report.

For nonprofit organizations:

  • Keep track of your donation and track who is the biggest donor.
  • You can create the form 990 so that you can keep track of expenses and make it present for the topmost donors and IRS.
  • Run reports on your donors’ contributions.

For Professions services:

  • All client services information is available at the single screen, allow you to see all unbilled time and expenses in a few clicks.
  • You set different rates for each and every client and service as per your need.
  • Track your most profitable jobs and clients with ease.

For retail Industry:

  • Track your store sales with complete accuracy including taxes and without taxes.
  • The easiest way to track your store inventory better than ever before.
  • Easy to run profit and loss report.

System Requirement:

  • Windows Version 8.1 and 10 support. 
  • Windows Server release 2012 or R2,2016 and 2019.
  • Processor Includes 2.4 GHz.
  • Minimum Ram 4 gigabytes and the maximum 8 gigabytes which are recommended.
  • Free disk space for software is 2.5 GB and more free space for data files on the hard drive.
  • If you have a CD or DVD to download the required 4x DVD ROM or you can download directly from Intuit Website.
  • Internet Connection required for online services and to Run Payroll minimum speed is 1 Mbps.
  • License key and Product number.
  • Screen Resolution 1280×0124 and also supported an extended screen with default display settings.

Integration compatible Softwares:

  • Microsoft word and excel office edition 2013 to 2019 and also Microsoft office 365.
  • For email service Outlook, Gmail, and other email provider using SMTP server is also supported 
  • Easy to transfer data from Quicken and QuickBooks Mac.

How to run QuickBooks Desktop payroll checkup

How to run QuickBooks Desktop payroll checkup

The article is about Payroll check-up in your QuickBooks Desktop application a useful way to rectify payroll data-related issues.

Why do you need to know about QuickBooks Desktop payroll diagnostic tool:

  • This check-up tool comes very handly with the rectification of payroll data to eliminate payroll-related error like Missing information and Data mismatch 
  • This tool can help you to review payroll settings like Employee records, Payroll Item, wages, and tax amount.
  • Help you to identify tax amount related discrepancy and can guide you on how to fix them. 

Please Note Use QuickBooks Payroll Check up on enhanced payroll only, But if you have QuickBooks assisted payroll don’t run payroll check. Please call the QuickBooks Payroll Support phone number to get help.

How to Run payroll checkup

It’s always better before you perform any troubleshooting or run any diagnostics, use any tool to run check-up, Please backup your company file data first.

  • Open QuickBooks navigate to the main menu and click on Employees after that select My payroll service and then choose Run payroll checkup. 
  • Continue with on-screen instructions and choose to continue. 

After running the Payroll check up if you have any data mismatch or miscalculation in data, Please run the payroll data review report and check where exactly the discrepancy lies.

How to correct wage and taxes using payroll checkup

  • Go to Reports and after that choose Employees and Payroll.
  • Choose employee in Question from Employee holding screen. 
  • Always review the report for any setup related errors.
How to run QuickBooks Desktop payroll checkup
  • Make correction with the employee setup
How to Use the Payroll Checkup Diagnostic Tool in QuickBooks
  • And then Run payroll checkup and run data review.  
  • Inside the Review payroll Data, windows choose yes to generate a report which can be used for future reference.

How to correct errors after payroll check results

  • In the data review report, the items you see with Red X are the errors. You will see instructions and explanations about those errors to fix them. It won’t allow you to continue until you fix these errors.
How to Do Payroll Checks in QuickBooks
  • If you come across any error related to wages and taxes or have any in discrepancy during data review, Please print the Payroll Item Discrepency report instantly.
QuickBooks Desktop Payroll customers QuickBooks
  • Don’t allow Payroll checkup to create wages discrepancy adjustment, After that choose to continue to finish the payroll checkup.
  • The payroll detail review report is the best way to identify tax discrepancy 
  • After that, you can create manual adjustments to correct taxes and wages discrepancy 

Note: Whenever you run a QuickBooks payroll checkup by default it reviews the current year data, but if you would like to run a payroll checkup on the previous year change the date of your computer to the last year.

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