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Are you stressed about keeping your company data safe from getting into the wrong hands? Worry Not!! Now businesses can keep their crucial company data safe by generating the QuickBooks Online backup. Once you establish the backup online, it will create a duplicate copy of your file. Thus, it will safeguard the data if it gets deleted accidentally. Furthermore, stick to this blog until the end and accurately accomplish the backup process.

Are you looking for the appropriate steps for QuickBooks Online Backup? If yes, consult with our professionals anytime and resolve your issues instantly.

What is the Data That you can Back up in QuickBooks Online?

Here, we have listed all the data you can back up in QuickBooks Online. Let’s begin exploring them.

Transaction Data  Complete List Of Data Other Data
Payments Tax Agencies Preferences
Bills & Bill Payment Currencies Entitlements
Credit Memos Payment Methods Attachments
Journal Entries Budgets Inventory shrinkage and adjustments made to backup as journal entries. 
Invoices Terms Exchange Rates
Estimates Accounts Intuit Payroll Info Backup as Journal Entries. 
Purchases & Purchase Order Tax Codes and Tax Rates Company Details
Time Activities Vendors (except the tax fields)  
Refund Receipts Departments  
Transfers Employees (except their SSN)  
Deposits Items  
Sales Classes  
Receipts    
Credit Memos    
Vendor Credits    

What is the Data That You Can’t Backup in QuickBooks Online?

In this section, we mentioned the data you can’t back up in QuickBooks Online.

  • QuickBooks Online Payments info
  • Audit Log Entries
  • Reconciliation Reports
  • Account-based billable expenses
  • Custom Reports
  • Delayed Credit and charges (although associated invoice are backed up)
  • Account-based billable expenses
  • Item-based billable expenses with markup
  • Customer types and price rules
  • Bank feeds and their links to transactions and bank rules
  • Customer types and price rules
  • Recurring transactions
  • Custom form templates

Simple Process To Conduct QuickBooks Online Backup

Turning off the Online Backup and Restore application is necessary to initiate the QuickBooks Online Backup Process. With this, QuickBooks will automatically generate the backup of your data. Once you are all set, it will eventually track the modifications you have made to the company data.

Enable the Online Backup and Restore the Application

  • Start the process by choosing the Settings menu.
  • Afterwards, head towards the “Back Up Company” and proceed further.

Note:- There might be the possibility that you have to login to your Intuit Account and hit the Authorize to move further.

Generating the One-Time Backup Manually

If you wish to conduct the QuickBooks Online backup file during your important task, you can prepare the manual backup anytime. For that, you must carry on with the instructions outlined below.

  • Initially, move to the Settings menu and hit the Back Up Now option.
  • Soon after this, hover your cursor over the Add Company option.
  • After that, choose the company you wish to backup by clicking on the Search for a company drop-down menu.
  • Thereon, hit the Next button, followed by Connect.
  • Navigate for the company you wish to backup and choose the Action drop-down menu to hit Run Full Backup.

Store Your Backup File in DropBox or Google Drive

The users can save their backup into Dropbox or Google Drive when you link their account. For this, you must use the steps given below attentively.

Link Your Google Drive or DropBox Account

  • In the beginning, move to the Settings menu and hit the highlighted Back up Company option.
  • After this, you must hover your cursor over the User menu and proceed further.
  • Thereon, you must pick the location where you wish to store the backup file.
  • Furthermore, head towards the Link Google Drive or Link Dropbox option.
  • Thereon, go through the instructions on-screen to allow QuickBooks to establish the backups.

Procedure to Create Backup Via QuickBooks Online Backup Service

Before proceeding further, you first have to logged into the QuickBooks Online Backup Service. Thereon, once you obtain the Account ID and Password, you need to install the Online Backup Client program using the steps below.

  • In the beginning, you must download the setup file of the QuickBooks Online Backup Client program from its official website. 
  • After this, once the download ends, you must install it on your device.

For Windows 7 or Vista:-

  • The users must right-click on the MSI file and choose the Run As Administrator option.

Windows XP Users:-

  • You must hit the Run option to initiate the installation process.
  • If you get a Security Warning regarding running the QuickBooks Online Backup, tap on the Run button.
  • In the next step, navigate to the Next option in the QuickBooks Online Backup Setup Wizard. Then, follow the instructions given on the screen to install the program.

Stepwise Instructions to Use Intuit Data Protect and Backup QuickBooks Online

You can also use Intuit Data Protect and Backup QuickBooks Online as an alternative backup method.

  • Primarily, launch Intuit Data Protect on your device and then choose Back Up Now. 
  • To launch Intuit Data Protect, look for its icon on your system tray. Mainly, you will locate this icon beside the system clock
  • Once you get the Intuit Data Protect icon, right-click on it and choose the Open Intuit Data Protect option. 

Simple Process For QuickBooks Online Backup Restore

You must access the backup file to recover data from a particular date and time. The QuickBooks Online Backup restore is time-consuming as it may take up to 1 hour to complete the restoration process. However, the less the company data will be, the less time it will take to restore the backup.

  • To start the process, navigate to Settings and pick the Back Up Company option.
  • You are supposed to look for the company to which you wish to restore the backup.
  • Once selected the company name, choose the Restore option by clicking on the Action drop-down menu.
  • After that, you must pick the date from the Date Field section and then choose the time you wish to restore.
  • Now, browse to the “Ready to restore your backup?” section, include “Agree,” and hit the Next button.
  • Soon after this, if you get the list of recommended actions, go through them first. Once you have completed everything from the list, opt for “Refresh to Continue”.
  • Conclude the process by hitting the Start Restore option.

Execute the QuickBooks Online Backup Download Process

In this blog section, we have discussed how to perform the QuickBooks Online Backup Download process.

  • First of all, launch the QuickBooks Online software and log in as an administrator.
  • Thereon, tap the “Start Download” button and click the “Run” or Grant option from the Security Warning window.
  • After completing the QuickBooks Online Backup Download process, hit the “Run” button. With this, it will initiate the online backup client installation.
  • Thereon, tap the Next button to install the application within the default location.
  • After that, you must keep hitting the Next button on the different installation screen until you add the account ID and password.
  • After including all the details accurately, select the OK button.
  • Eventually, with this, your installation process gets completed.

Drawing to a Conclusion!!

We hope that now you can easily conduct the QuickBooks Online Backup process. However, if you are facing any difficulty while doing the backup, you must consult with our professionals anytime via live chat. You will receive useful tips to overcome the issue right away.

Frequently Asked Questions (FAQ’s)

Q1. What would happen after restoring the backup of QuickBooks?

Ans. Once you have successfully restored QuickBooks, it will automatically use the data backup file to establish a new file. It will replace your existing data file with the backup company file. 

Q2. Where can I find the QuickBooks backup files on my computer?

Ans. You can locate the QuickBooks backup files on your computer in the local disk. To search for the File in the local drive, follow the path “C: >> Users >> Public >> Documents >> Intuit >> QuickBooks >> Company Files.”
 
Q3. How can I send the backup copy of QuickBooks Online to my accountant?

Ans. To send an accountant the backup copy of QuickBooks Online, follow the steps below.

  • Launch the QuickBooks application and navigate to File> Backup Company > Create Local Backup option.
  • Ensure you have chosen the Local Backup and save the File where it is easily accessible.
  • Thereon, send the backup file to your CPA/ tax via a secure portal.

Q4. What should you do to safeguard your company data?

Ans. Every time you change the data files, the data will automatically be saved into two drives. The data is copied to a third-party drive. In short, if any of the drives got damaged, the data remained safe with the rest of the two drives. Moreover, automatic backups are also prepared every night.

Also Can Read:-

QuickBooks is the inevitable accounting software that caters to the need of SMEs across various industries. It helps them to keep their financial data organized. Using the application is extremely easy. All you need is to log into the software by using your admin credentials. Though, What happens, if you lose your admin password? In such a scenario, you need to Reset QuickBooks password so that you can continue your work. If you are the one who is looking for the process to reset your QB password, then this blog is for you. Retrieving the admin password from the QuickBooks is not an easy task, so make sure you read the complete blog.

Encountering Problems while using an automated password reset tool for QuickBooks desktop? No need to worry. Just Talk to our specialist by dialing @+1-855-603-0490 and Know More.

Importance of QuickBooks Password

Before jumping to the technical part of the tool, let us understand the importance of QuickBooks passwords. Being the prominent player in the market, QuickBooks does not compromise data security. It uses all the preventive methods to protect the data against cyber security. To access your financial data, you need to enter the password. It proves the authenticity of the user and adds an extra security layer. Usually, the QB offers two types of passwords, namely, the admin password and the user password. The admin password provides full access and control over the application. On the contrary, the user password is set for the individual user to log into their own account.

What Does the QuickBooks Password Resetting Means?

Irrespective of the account type, you might need to reset your QuickBooks password. The term QuickBooks password reset simply means changing the user or the admin password. It also implies recovering the old password. The resetting of password procedure might vary from version to version. Before changing the password, you must consider the below-mentioned points.

  • You must create a strong password for your account.
  • The length of the password must be at least seven characters.
  • It must contain at least one numeric, one upper case letter. It must be noted that the passwords are case-sensitive.
  • Make sure that no space is used in the password.
  • Also, make a unique password that you can remember easily but, at the same time, it is hard to crack.

Different Ways to Reset QuickBooks Password

Recovering the QuickBooks password is a complex process that involves a number of steps. The user can reset the QB password in two different ways.

Option 1: Manual way to change the QuickBooks password.
Option 2: With the password reset tool for QuickBooks desktop.

What is a QuickBooks Password Reset Tool?

Developed by Intuit, the QuickBooks password reset tool is a unique tool that helps users to reset their password automatically. Since manual resetting of the password is a hectic process that confuses the users. Therefore, make use of the automated password reset tool for QuickBooks desktop to change the password. The tool smoothens the password-changing process. The tool proves to be of great utility in changing the below-mentioned things.

  • Email Address
  • Phone Number
  • License number
  • Postcode
  • Contact Name

How to Use the QuickBooks Automated Password Reset Tool

Hopefully, now, you are very well aware of the tool and its utilization. Considering the security threats, it is advisable for the users to change the QB password every 90 days. With the help of the automated password reset tool QuickBooks desktop, you can easily change the password. However, firstly, you need to learn how to use the tool. In order to make use of the tool, you must have access to the email address that is linked to your Intuit account. Also, you must have the .Net Framework 4.5 to run the reset tool.

After that, follow the below-mentioned steps.

  • Find out which QuickBooks version you are using.
  • Open the Intuit official website and download the Automated Password reset tool QuickBooks.
  • After that, open the download folder of the system and locate the downloaded tool utility.
  • Further, tap on the browse option and select the company file that is locked.
  • Moving ahead, tap on the next button and log into the email account that is linked with QuickBooks.
  • After, you need to enter the security code in the password reset window that is sent by Intuit.
  • Now, you need to create a new password for the QuickBooks company file and press the Next button. Please wait for a while.
  • Further, you need to open the company file and enter the new password.
  • Lastly, you need to press the OK button to access the company file.

Steps to Change the QuickBooks Admin Password By using the Automated Password Reset Tool

There are two options through which you can change the QuickBooks admin password, namely:

  • Automated password reset tool for QuickBooks desktop
  • By Answering the Security Question

We have explained the step-by-step procedure of both methods below in this blog.

Option 1: Automated password reset tool for QuickBooks desktop

Before implementing these steps, you must have downloaded and installed the tool on your system. The steps for the same are already described above in this blog. After that, the steps that need to be taken into account are as follows:

  • The foremost step is to download the QuickBooks Automated Password Reset Tool from the official website.
  • After that, choose your QuickBooks version. Also, make sure that the last opened company files version is also installed on your system.
  • Moving ahead, you need to fill out all the necessary information, such as business information or QB license number and phone number.
  • Furthermore, you need to accept the license agreement.
  • When asked, you need to validate your email id, user name, mailing address, and zip code.
  • Further, enter the license number. Run the utility after downloading it.
  • Now, choose the company file you wish to reset the password.
  • Type the newly created password and re-enter it to confirm the password.
  • Lastly, tap on the reset password option to change the QB admin password.

Option 2: By Answering the Security Question

You can change the QuickBooks password by answering the security question. The steps for the different versions may vary. However, the general steps are mentioned below:

  • Open the QuickBooks Desktop Login Screen.
  • After that, tap on the I forgot my password option and answer the security questions.
  • Moving further, tap on the OK button. Once QuickBooks confirms your identity, it will send the reset password link to your registered email id. There might be the chance that you are provided with a set of instructions to change the admin password.
  • Whatever option you send, follow the instructions in the respective field.
  • Now, enter the new password. It must be noted that the new password is unique and easy to understand.
  • Once you have created the new password, enter the QuickBooks company file with the new password.

Key Takeaways

QuickBooks is an important accounting application that holds crucial information about your business. At times, the users forget the password due to any reason, or they want to change the QuickBooks password for security reasons. The user can easily change the QB admin password with the help of the free automated Password reset tool QuickBooks. Hopefully, this blog clears up all your queries regarding the tool. However, if you are still having some queries, you can call our QuickBooks Support experts and get it fixed immediately.

Frequently Asked Question

1 – Do the QuickBooks Company files get affected if I reset My QB password?

A – No, your QB data file will not be get affected by resetting the QB password. The resetting of the QB password will only change the password of the file.

2 – What are the features of the QuickBooks desktop password reset tool?

A – The QuickBooks desktop password reset tool is a powerful tool that is used to crack the password of QuickBooks. The unique features that the users can enjoy while using the password are:

  • You have easy access to important financial information.
  • The file may be readily extracted from the QBB backup.
  • It’s simple to guess the admin password.

3 – Can I get support for understanding and using the automated password tool?

A – Yes, our experts are well-trained in dealing with all types of errors or technical glitches. All you need is to dial our helpline number or email your query to us on our official email id.

4 – Why is QuickBooks asking for a password again?

A – The application needs the password before allowing you to grant access. Whenever you are logged out of the company file and the application and want to use the company file again, QuickBooks will ask for the password.

5 – Can I use the same password for the QuickBooks online and for the Intuit account?

A – Yes, you can use the same password for the Intuit account and for the QuickBooks online. However, if you reset the password for one account, it will get reset for both accounts.

QuickBooks is a top-notch accounting software known to help businesses with its incredibly powerful accounting features. Print is one of the most applauded features in the program, which enables users to print their documents, such as forms, invoices, and several others. You can print them from within the QuickBooks itself. Additionally, the QuickBooks printing errors and PDF repair tool allows users to resolve the common issues they can encounter while printing their documents.

However, due to the lack of proper awareness, most of the users fail to utilize this amazing tool effectively. This is why our post explains all the important aspects related to this tool. Navigate until the end to learn more about the tool.

A Brief Description of QuickBooks Printing Errors and Pdf Repair Tool

Intuit’s QuickBooks printing errors PDF repair tool helps users to resolve the common issues with QuickBooks files when they convert them into PDF files for printing purposes. You can run this tool from within the QuickBooks Tool Hub. Tool Hub is like a tool launcher for different error categories in the program.

QuickBooks print and PDF Repair Tool

Therefore, you need to install the QuickBooks Tool Hub in the first place, and then you can put QuickBooks print repair to use. On initiating the tool, it will scan and rectify the issues related to the print file.

What Are The Scenarios Wherein You Can Utilize PDF Repair Tool QuickBooks Desktop?

You might still be wondering in what conditions you can utilize the print repair tool. Well, the below-given list can give you more clarity on this matter, thereby eliminating your doubts:

  • When you are experiencing trouble printing reports, invoices, or checks.
  • Issues with the print formatting at the time of printing.
  • Problems in locating or saving a PDF file can also be resolved with this tool.
  • The Device is Not Ready error message reflecting on your screen.
  • Issues with the PDF Converter installation procedure.
  • The tool can be effective when you are not able to get a preview of the PDF file.
  • There are some error codes as well, such as 30, 41, or 20, that need you to run the PDF Repair Tool QuickBooks.
  • Put the tool to use immediately if the printer is producing blank prints.
  • When QuickBooks is not able to make PDF files.

Should I Run The PDF Repair Tool QuickBooks Desktop Immediately Once A Print Error Is Identified?

There are various factors that can promote PDF and print problems in QuickBooks Desktop. However, you need to check if you need to run the tool or not. Before you finally run it, check the following pointers in the first place:

1: Check if The Printer Is Turned On or Not

First things first, the printer should be plugged into a power source, and the power button should be turned on. Therefore, this is the first thing to need to confirm before you print something.

2: Check If System Rebooting Helps

A simple system restart can be the answer to some complex technical issues. Therefore, don’t miss considering this important step before you proceed any further with other solutions.

3: Try Printing From A Different Application

The next thing you need to check is if you are able to print from a different application or not. If the printer works in the case of a different application, it means the problem lies within the QuickBooks application itself. If not, some troubleshooting is required with the printer.

4: Keep An Eye On The Error Message

When you are facing a printing issue and an error message appears on your screen, take a good look at it to determine the possible reason behind the problem. For instance:

  • If a windows error dialogue box opens, there is an issue with your Windows.
  • However, if it is a QuickBooks error dialogue box, you need to download QuickBooks pdf repair tool, install it on your system and then run it to override the issue.

5: When Reports Are Printable, But You Can’t Print Transactions

There are instances when you can print a report in QuickBooks but face difficulty in printing the transactions. In such a scenario, you need to change the form template.

These are some issues that can’t be resolved using the QuickBooks print and pdf repair tool but need your manual intervention.

What Makes Users Encounter Printing Errors in the QuickBooks Application?

When encountering a QuickBooks printing errors, you may wonder why you are getting this problem. There is no single answer to this question, as multiple issues in QuickBooks can give rise to this error. In such a case, you need to highlight them all so that you can fix the problem efficiently:

  • A damaged or corrupt installation of the MSXML (an important Windows component).
  • The printer uses XPS service for printing; however, when this service gets damaged, you will get a printing issue.
  • If printer drivers are missing or not supported.
  • Windows Print Spooler service (an essential service that tells computers to print) is not working.
  • The printing process can also be hindered by the interference caused due to Firewall or antivirus applications.
  • XPS Document Writer is running with insufficient Windows User Access Permission.

How To Bring Print and PDF Repair Tool QuickBooks In Use?

After navigating through the important aspects of the QuickBooks Print and PDF Repair tool, we have reached the most crucial section of this content. It is about using the tool to repair the print issues. As we have already discussed, the print repair tool can be accessed from within the QuickBooks Tool Hub; therefore, the procedure will start by installing the tool hub. But before that, make sure that the system requirements for the tool are met.

What Are The Specific System Requirements For QuickBooks Print Repair Tool?

First things first, check and confirm that the system requirements for the print repair tool in QuickBooks are satisfied, which are given in the following list:

  • Confirm that your system has 1GB RAM and a minimum of 512MB hard disk space.
  • The recommended screen resolution for the tool should be at least 1024*768.
  • The processor of the computer should be 266 MHZ or faster.
  • All the versions of the Windows operating system are supported, so you can use any of them.
  • Moreover, your Internet connection should be strong and stable.

Also Read – QuickBooks POS Hardware

Steps To Download, Install and Use QuickBooks PDF and Print Repair Tool

The below-stated steps can help:

Step 1: Download QuickBooks Tool Hub and Install It On Your Device

  • Close the QuickBooks application and then download the latest version of the QuickBooks Tool Hub from Intuit’s official website.
  • Download the file to a location you can easily keep in mind and access the file with the utmost convenience.
  • Now, open the executable file (QuickBooksToolHub.exe) to start the installation.
  • Follow the installation instructions as prompted on your screen.
  • Next, agree to the terms and conditions when you reach this page after following all the required steps.
  • Once installed, double-click the QuickBooks Tool Hub icon on your system to open it.

Step 2: Run QuickBooks PDF and Print Repair Tool.

  • When in QuickBooks Tool Hub, navigate through the list of error categories and locate the Program Problems.
  • Next, you need to select Program Problems, as it will enable you to run the QuickBooks PDF repair tool.
  • When it appears, run the tool, and it will determine and fix the potential issues related to the print feature in the QuickBooks application.

Once done, restart QuickBooks and try to print a document or save it as a PDF to check if the persisting error is resolved.

In Short! 

If you need to print documents or save them as PDFs in the QuickBooks application, then QuickBooks PDF and print repair tool can be very useful for you in eliminating print or PDF-related issues. This post covers the procedures to download, install and utilize the tool. If you have further queries, get them answered by connecting the expert QB professionals.

Frequently Asked Questions

1: What Are Some Common Issues Related To The QuickBooks Print And PDF Repair Tool?

A QuickBooks PDF and Print Repair tool can resolve the issues related to printing documents or saving them as PDFs. However, there is an additional layer of the problem that can be even more annoying. It is the error related to the tool itself. When running this tool, you may encounter several issues. Connecting with an expert can provide you with the right solutions.

2: What Are The Other Solutions To Fix Print and PDF Issues in QuickBooks?

If you are still experiencing the print error even after running the Print and PDF tools in QuickBooks, then you need to perform some additional solutions, which are:

  • Restart your system and then reset your temp folder permissions.
  • Check and verify if you can print to your XPS.
  • Delete the file containing the printer and then rename it.
  • In nothing works, create a new form or template.

3: Is it possible for QuickBooks PDF Repair Tool to recover deleted or lost PDF files?

Yes! QuickBooks PDF repair tool not only repairs the damaged PDF file but also recovers lost or deleted PDF files in QuickBooks.

When we talk about financing software that can handle all your complex accounting tasks, the first name that comes into the user’s mind is QuickBooks. Earlier, Intuit introduced the QuickBooks Point of Sale application with some extraordinary features. With the help of these features, you can easily maintain inventory management, sales tracking, and information management. However, ensure your system has all the QuickBooks POS hardware requirements to run them smoothly.

It must consist of all the essential peripherals like barcode scanners, receipt printers, and PIN Pads. In this write-up, we have discussed all the basic QuickBooks POS hardware requirements and how to set them up.

Want to know more details about the QuickBooks POS hardware package requirements and how to set it up? Contact us at @+1855-603-0490 and have a one-to-one consultation with our experts for a quick resolution.

What are the Basic Systems Requirements to set up Intuit QuickBooks POS Hardware?

To run the application smoothly on your operating system, it is must that your device must fulfill the basic system requirements. However, any failure to meet these requirements might lead to installation or issues with the application’s performance.

Furthermore, we have discussed some basic system specifications required to successfully set up the Intuit QuickBooks POS Hardware setup.

1. Operating System:-To run the QuickBooks Point Of Sale application smoothly on your operating system, you must require the following operating systems.

  • Windows 10 with 64-bit installed on the device.
  • Windows 8.1, having 64-bit storage space.
  • It also works smoothly on Windows Server 2012 R2, Windows Server 2016.
  • The QuickBooks POS also works smoothly on the Windows 7 SPI.
  • Windows Server 2008 R2 SP1, SP2, and Windows Server 2011 SP1.

2. Processor Required:- Processor of up to a minimum of 2GHz (2.8 GHZ recommended) is required for single users. On the other hand, for multiple users, a minimum of 2.8 GHz (3.5 GHZ recommended) is mandatory.

3. Storage Space Required:-The RAM required for the error-free working of the QuickBooks Point of Sale is 4GB, and 8 GB is recommended.

4. Hard-Disk Space Required:-The hard-disk space that is required for QuickBooks Desktop POS is up to 1 GB.

Which are the QuickBooks POS Hardware Components that are supported currently?

Below, we have elaborated on the hardware supporting the newly launched QuickBooks Desktop Point Of Sale editions. Have a quick look at them.

  1. Barcode Scanners:-The barcode scanners required for QuickBooks POS are Zebra DS2208 (wired) and Zebra DS2278 (wireless).
  2. Cash Drawers:-Cash Drawers supported by the POS in QuickBooks are Star 13 X 13, Star 16 X 16, and mPOP 2.
  3. PINPads:-Ingenico Tetra Lane 5000 and Ingenico IPP350 work well with this accounting solution.
  4. Pole Display:-The Pole Display that is required for the QuickBooks Point Of Sale application are Logic Controls LD-99 and POSX XP8200.
  5. Physical Inventory Scanners:-The users must have a Cipherlab 8000/8001 physical inventory scanner on their devices.
  6. Receipt Printer:-You must have a Star TSP 100 ECO receipt printer.
  7. Tag Printer:-Zebra ZD410 is the Tag printer which is supported by the QuickBooks Desktop Point of Sale hardware.
  8. Card Swipe:-Magtek 21040110 is the card swipe that works well with the POS application.

What is the Hardware that is previously supported with QuickBooks POS?

Now, we have discussed the hardware previously supported with the QuickBooks POS application. But, these software are not supported with the QuickBooks Hardware Rapid Replacement Program. Apart from this, the customer support facility is also unavailable for this hardware.

  1. Receipt Printer:-Citizen CT- S300, Citizen CT-S100, Dell T200, Epson TM88II, Epson TM88III, Epson TM88IV, Dell T200, HP Laser Jet4200 PCL 6 and Star TSP600.
  2. Barcode Scanners:-Honeywell Voyager 1202g (wireless), Honeywell 1300G (wired), HHPImageteam 3800LR, and HHP 3820 Cordless Linear Imager.
  3. Pole Displays:-Logic Controls LD9000, Partner Tech CD7220, and Logic Controls PD3000.
  4. Physical Inventory Scanners:-Metrologic SP5500
  5. Cash Drawers:- MMF Val-u-Line, APG T371- DG1616 (Use with Dell T200 printer), Star TSP 100 ECO and APG T371- BL16195.
  6. Tag Printers:-Zebra LP2824P and Zebra LP2844.

What are the Stepwise Instructions to Setup QuickBooks POS Compatible Hardware?

The QuickBooks Desktop Point of Application comes with many drivers that work smoothly with the supported compatible hardware. Moreover, once you install these drivers on your system, it will eventually identify new devices when connected.

Stage 1: Get the Hardware Driver Installed

Below, we have listed some devices requiring driver installation before you link to the QuickBooks Desktop Point of Sale. However, if you don’t operate any of the following devices, go to the next stage.

  1. Pinpad:- Ingenico Tetra Lane 5000
  2. Pole Display:– Logic Controls 9900, POSX XP8200
  3. Receipt Printer:- Start TSP 100, Star mPOP 2-in-1.
  4. Physical Inventory Scanner:- Cipherlab 8000/8001
  5. Tag Printer:- Zebra ZD410
Instructions to Install the Driver Smoothly on Your Device

Below, we have described the proper set of instructions to install the driver successfully.

  1. Firstly, you must hit the Windows key on your keyboard and write down “File Explorer” within the search panel.
  2. As a result, it will redirect you to the File Explorer window on your screen.
  3. Afterward, head towards the QuickBooks Point Of Sale folder. To find the folder, you must navigate to the following path “C: >> Program Files (X86) >> Intuit >> QuickBooks Desktop Point Of Sale XX.0 >> Drivers”. Here, in this path, the XX.0 denotes the QuickBooks Desktop Point Of Sale version.
  4. Now, you must move to the folder of the driver that you wish to install on your device.
  5. Furthermore, you must run the file named“.exe” for the driver.
  6. End the entire process by applying the instructions displayed on the screen to install the driver successfully.

Stage 2: Setting Up Of the Hardware In QuickBooks Desktop Point Of Sale

Once you have successfully installed the driver on your device, you must set up the hardware in QBDT Point Of Sale. To do so, you must carry on with the stepwise instructions explained below attentively.

  1. In the beginning, move to the File menu and pick the option that says, “Hardware Setup Wizard”.
  2. Now, you must choose the type of hardware you wish to connect with and click Next to proceed.
  3. Ultimately, you must act according to the instructions given on the screen to connect, set up, and test your hardware.

What is the Significance of QuickBooks POS Hardware Bundle?

The QuickBooks POS Hardware bundle helps the business streamline the business accounting tasks. However, there are numerous advantages of accessing QuickBooks POS Hardware, listed below.

1. Helps in Enhancing Productivity:-

The QuickBooks POS software eliminates the need to manually keep track of sales and transaction processes. Thus, it would eventually lead to an increase in overall business productivity.

2. Cut Down the Cost:-

Now, the time has gone when you have to pay a lot of people to handle your business accounting task manually. This is so because, with QuickBooks POS, you can handle all your accounting tasks without needing a person. As a result, it will automatically cut down the cost of paying the workers you appoint to handle tasks manually.

3. Inventory Management Becomes Easier:-

With the upcoming QuickBooks POS, you don’t have to keep track record of inventory management. You can use this accounting software to track all the inventory and notifies you when the stock is to be restocked.

4. Enhances the Accuracy:-

Now, you can easily process sales and transactions accurately with the help of QuickBooks POS.

In a Nutshell!!

We assure you that this write-up would have helped you to meet the QuickBooks POS Hardware requirements. However, if still, you are facing any challenges while using the QuickBooks POS software. In that scenario, stop wasting your time and consult with our professionals via live chat or email support. Our highly-trained experts will guide you in the best possible manner to get your issue resolved instantly.

Frequently Asked Questions:-

Q1. What are the different tablets which are supported with QuickBooks POS?

Ans. Below, we have discussed different tablets which work well with the QuickBooks POS.

  1. Microsoft Surface Pro
  2. Samsung Galaxy Tab Pro
  3. Microsoft Surface Go
  4. Acer Switch

Q2. What can we do to rectify QuickBooks POS hardware components?

Ans. To resolve the QuickBooks POS Hardware component issues, apply the steps below.

  1. Look for the latest driver or software updates.
  2. Confirm that all the hardware components are installed properly.
  3. Try relaunching your hardware components to rectify the temporary issues.

Q3. Do the QuickBooks POS Hardware components support other POS software?

Ans. QuickBooks POS Hardware components are well-designed to run smoothly with the accounting software. But, when it comes to compatibility, it may vary according to the system software and hardware combination. Therefore, looking at whether the system requirements are suitable to run on your operating device is mandatory.

QuickBooks is one of the most popular accounting applications among business owners, thanks to its incredible features. Besides, it is also an affordable accounting solution that offers a wide range of pricing options to choose from. For instance, you can choose from its two main versions, which are QuickBooks Desktop and Online. Furthermore, the Desktop version has different products, such as Pro Plus, Premier Plus, and Enterprise. Similarly, the Online version of QuickBooks too offers Simple Start, Essentials, Plus, and Advanced. You can choose one for your business and handle your business accounting tasks smoothly. If you want to know the QuickBooks software cost for different versions of the program, this post can offer great help.

QuickBooks Software Cost For Desktop Version

QuickBooks Desktop version is known to offer the most powerful accounting features, as compared to the Online version of the product. You can access its different versions, namely Pro, Premier, and Enterprise. Earlier, QuickBooks Desktop was available as a stand-alone product purchase.

However, after 2022, the Desktop version of the product has become a subscription-based service. You need to pay the annual subscription fee to continue using the QuickBooks Desktop. The pricing for the different versions of the QuickBooks Desktop application is stated in the below-given list:

1: QuickBooks Pro Plus Pricing

QuickBooks Pro Plus is the most basic version of the Desktop application. It offers some essential features to the users, such as vendor bill payments, automated mobile bill entries, customized bill payment stubs, inventory tracking, and several others. It is best suitable for small businesses with 1-3 users.

  • QuickBooks Pro Plus Pricing– $349.99/year + Adding a new user costs you more.
  • QuickBooks Pro Plus + Payroll –$849.99/year.

Additional Charges

If you want to access the additional features, you will have to pay more based on the features:

  • The payroll feature will cost you an additional price of $50/month + $2/month per employee.
  • Program upgrade is included in the subscription-based version of QuickBooks Pro Plus after 2022. Earlier, it was chargeable.
  • For adding a new user to your annual subscription plan, you will need to pay $200/per year per user.
  • The Live bank feeds features can be accessed at the price of $10-$15/month.
  • Automatic backups and unlimited technical support are included in the basic subscription cost only.
  • The hosting of the product comes with a starting price of $59.99/month per user.
  • An additional cost of Tax Forms starts at $17.99.
  • Furthermore, if you want to use checks as well, then the starting price you need to pay is $56.99/50 checks.

Other Important Pricing Features of QuickBooks Desktop Pro Plus

You can purchase an upgrade plan for the QuickBooks Pro Plus and access QuickBooks Enhanced Payroll features. Alternatively, you may also purchase QuickBooks Payroll as an add-on service. Both options are billed annually. Additionally, you can get automated data backup and recovery, automatic updates, and unlimited support. Also, don’t forget to check the promotional offers before you sign-up for the product.

QuickBooks Pro Plus support multiple companies with a single subscription plan. QuickBooks accounting software cost for Pro Plus changes with the number of users you include with the plan. As you include additional users, you need to pay the extra fee.

2: QuickBooks Premier Plus Pricing

QuickBooks Premier Plus is suitable for those businesses whose business accounting needs have outgrown the Pro Plus version. It offers all the features of the QuickBooks Pro Plus along with some additional features, such as industry-specific tools and forecasting.

QuickBooks Premier Plus can be accessed with an annual subscription pricing, which you need to renew after year-end. Below is the pricing for the product:

  • QuickBooks Premier Plus Pricing –$549.99/year.
  • QuickBooks Premier Plus + Payroll– $1,049.99/year.

Additional Charges

You may utilize additional features with your QuickBooks Premier Plus subscription at an additional cost as specified in the below-given list:

  • The additional payroll features come at a cost of $50/month + $2/month per employee.
  • You don’t need to pay additional charges once the annual subscription price is paid.
  • If you want to add more users, it will cost you $300/year per user.
  • Unlimited technical support is already included with the annual subscription plan.
  • For Live Bank Feeds, it will charge $10-$15/month.
  • For automatic data backups, you won’t need to spend an additional penny after the subscription cost.
  • If you want to host your QuickBooks Premier Company, the pricing starts at $59.99/month per user.
  • The starting price to access the checks is $56.99/50 checks.
  • Tax forms will cost you $ 17.99 as the starting price.

Other Details On QuickBooks Premier Pricing

Now that you know Premier Plus Pricing, keep in mind that Intuit offers discounts to new users. So, if you are just getting started with QuickBooks, don’t forget to avail yourself of these lucrative discounts. Premier Plus has a few new features than QuickBooks Pro; however, it can provide great value if you want to use its industry-specific versions, which are: Contractor, Non-profit, Retail, Manufacturing & Wholesale, Accountant, and Professional Services.

3: QuickBooks Enterprise Pricing

When it comes to the QuickBooks accounting software cost, the Enterprise version is the most expensive Desktop product. However, it offers many robust features that are not available in the Pro and Premier versions of the QuickBooks Desktop application.

QuickBooks Enterprise is designed for larger firms and for scaling up businesses. It has four different pricing levels, which are – Silver, Gold, Platinum, and Diamond. Furthermore, if you want to host QuickBooks Desktop Enterprise on the cloud, Gold, Platinum, and Diamond plans are available with cloud access at an additional cost.

3.1: QuickBooks Enterprise Silver Cost

The starting cost of QuickBooks Enterprise Silver is $1,340/year (cost of one user). As you start adding more users, the cost will also increase. You can run a maximum of 30 users in the Silver plan, which will cost you a total of more than $7,076/year. However, the offers and discounts on Intuit’s website can alleviate your expenses. Keep in mind that the cloud hosting feature is not available with the QuickBooks Enterprise silver plan.

3.2: QuickBooks Enterprise Gold Cost

QuickBooks Enterprise Gold will cost you $1,740/year for one user (starting price). As you add more users, you will have to pay additional charges for each user. One significant addition to the QuickBooks Gold plan from Silver is that the Gold plan includes QuickBooks Enhanced Payroll.

If you want to handle your business data with more flexibility, you can avail of the QuickBooks Gold with cloud access package. It will cost you an additional price of $199/month.

3.3: QuickBooks Enterprise Platinum Cost

The starting price for the QuickBooks Enterprise Platinum pricing plan is $2,140/year. This plan includes many significant additional features, such as advanced pricing, advanced inventory, and bill workflow approvals. In addition to it, if you go with the QuickBooks Enterprise Platinum with cloud access, you need to pay an additional $232/month.

3.4: QuickBooks Enterprise Diamond Cost

QuickBooks Enterprise Diamond plan is the most advanced plan that starts at $4,200/year. Moreover, additional users will cost you more money same as the previous plans. It includes all the features offered by the Gold Plan. Additionally, you will get to access the QuickBooks Assisted Payroll and QuickBooks Time Elite. Furthermore, you can get QuickBooks Enterprise Diamond with cloud access with a starting price of $404/month.

Summing It Up!

Now that you are aware of what is the cost of QuickBooks software, you can choose one to meet your specific business requirements. If you need any further assistance in downloading, installing, or setting up the QuickBooks Desktop software on your system or cloud, feel free to connect with experienced technicians to get the job done.

Frequently Asked Questions

1: How to choose the right QuickBooks Desktop product for your business?

When choosing the right version of the QuickBooks Desktop application for your business, you need to ensure that your accounting software can meet your business accounting needs. At the same time, you need to make sure that you are not paying for the features that are not required. Define your budget and check if the features fit in that or not.

2: What are the ways to save the QuickBooks accounting software cost?

If you want to save the QuickBooks Software cost, check if there is an ongoing offer from Intuit on the product. Besides, purchasing from an authorized QuickBooks solution provider can also help you avail of good discounts. Make sure that you are not paying for an unwanted feature. Try to align QuickBooks features with your budget.

3: How much does the online version of QuickBooks Software cost?

QuickBooks Online is a cloud-based accounting application that offers great flexibility and freedom to collaborate with other users. There are several pricing plans in QuickBooks Online, such as:

  • QBO Simple Start –$30/month.
  • QBO Essentials:-$55/month.
  • QBO Plus: –$85/month.
  • Advanced: –$200/month.

 

 

QuickBooks is one of the most unprecedented accounting software used by millions of people across the world. The sophisticated features of the accounting application attract small and medium size businesses across various industries. However, in the current scenario, when employees prefer to work remotely, companies are too finding out various ways for the same. No doubt, QuickBooks has changed the way of using accounting applications in the finance industry. However, it is a desktop application. Henceforth, to access QuickBooks desktop remotely, you need the tool that facilitates Quickbooks Remote Access.

Unable to Use the QuickBooks remote access tool? And are you looking for help? Call our experts @ +1855-603-0490 and Get Instant Help.

QuickBooks understands this and provides an easy and quick way to remote access QuickBooks. The experts can easily enjoy the QB remote access facility. However, new users always look for the process explaining “how to access QuickBooks desktop remotely.” If you are among those who look for the explanatory steps, then stick to this blog and find out more about the process. This blog not only explains the in-depth process but also jotted down the various advantages of the tool.

A Glimpse of QuickBooks Remote Access

QuickBooks Remote access simply means the ability to access the application remotely from anywhere and at any time. This facility of QuickBooks empowers you to work or access your QB financial data file from any device. If you, too, are thinking about how can I access QuickBooks desktop remotely, then QuickBooks provides three options to connect to the application remotely, namely QuickBooks online, QuickBooks enterprise hosting, and QuickBooks remote access tool. All three options are briefly explained below in this blog. You must pick the correct method that best fits your business requirement, as each method have its unique features and capabilities.

QuickBooks remote access

Best Possible Ways to Access QuickBooks Desktop Remotely

As mentioned above, can you access QuickBooks desktop remotely via any of the methods supported by Intuit? So, without delaying further, let us have a quick look at all three methods.

Method 1: QuickBooks Online

As the name suggests, there is no need to install the application on your system.

QuickBooks Online is a cloud-based application that allows you to access the application from anywhere. All you need is a high-speed, safe, and reliable internet connection. There are different plans available; you can pick any of the plans that best fit you.

Method 2: QuickBooks enterprise Hosting

For a business that needs more advanced functions, QuickBooks enterprise hosting is the perfect solution. The QB enterprise application is hosted on remote servers that are safe and secure. This service is must more robust as you can enjoy the benefits of both remote and desktop. The best part is that third-party apps can be easily integrated with this service.

You need to check a few parameters, such as security, SLA, plans, and pricing, to access the QB application remotely via a web hosting service. After signing in to the respective portal, you can easily migrate the data along with the license of the accounting application. Take the help of the below-cited steps to host the QB application.

  • The foremost step is to pick a suitable hosting provider based on your budget and the size of your company. Make sure that the hosting provider is authorized by Intuit.
  • After that, host the enterprise with the preferred cloud provider. The software license needs to be installed on your local desktop. You can migrate the data and the software’s license to the server.
  • Sign in to the portal by using your admin credentials.
  • Finally, you can migrate the data or access the application remotely.

Method 3: QuickBooks remote access Tool

Developed by Intuit, QuickBooks remote access is a reliable tool that provides a safe and secure way to access QuickBooks remotely. The tool helps the users to access the QB application from another system via a secure web connection. Once the connection is established, you can easily transfer, access, edit, or copy the QB files located on the remote system. Accessing the tool is quite very simple, and anyone can access it without any issues.

Easy Steps to Access QuickBooks Remote Access

Take the guidance of the below-listed steps for remote access to QuickBooks. Our experts have explained the entire process in simple language.

  • Open the official website of Intuit and sign up for the remote access QuickBooks.
  • Now, open the QB remote access website and login into it by using your admin credentials. Here, keep in mind that you open the remote access website on the remote device.
  • After that, download the remote access remote installation file and tap on the setup computer option.
  • Further, mention the nickname in its respective field and press the enter button.
  • Moving ahead, put a tick mark on the options which you want to enable every time whenever you log in.
  • After, pick the applications which you wish to access remotely.
  • Tap on the next button and pick the authentication method.
  • Finally, tap on the finish button.

Alternative Method to Access QuickBooks Remotely

In case you have encountered certain problems while accessing the QB desktop remotely with the help of previous methods, then you can opt for this alternative option. The helpful steps explaining the process are mentioned below.

  • The first step is to open the web browser on your remote device.
  • Open the official remote access website and log into it using your admin credentials.
  • After that, locate and put the tick mark on the box having the system nickname.
  • Further, you need to tap on the connect button.
  • A passcode will be delivered to your mobile. Enter the passcode in the designated field.
  • Once the connection is established, you can access the QB remote facility from the drop-down menu.
  • Finally, tap on the end remote access session to end the process once you have completed your session.

Read Also:-Fix QuickBooks compile errors in hidden module

Things That Can be Performed while Accessing QuickBooks Remotely

Once you have established the remote connection, you can perform the below-mentioned things easily.

  1. Can access QuickBooks easily from a remote location, yes you can
  2. You can easily transfer files or other important documents that are saved locally.
  3. You can easily print the checks, receipts, or Form 1099 remotely.

Benefits of Using QuickBooks desktop remote access Tool

Accessing the QuickBooks via the QuickBooks remote access tool is preferred by various people. It has numerous benefits. Below, we have mentioned some of the benefits that users can enjoy. Let us have a quick look at each of the benefits.

Enhanced Disaster Recovery

Remote access secures your data. Even if your local hardware fails or gets corrupted, all your financial data remains secure.

Simplified IT Management

There is no need to manage the complex IT infrastructure. With the help of the tool, you can easily access data remotely, and the need for IT infrastructure reduces.

Improved Data Security

The data stored on the QuickBooks servers are safe and secure. All the protection methods are taken into account while accessing the data stored on the remote server. The encryption method is used.

Seamless Software Updates

For the proper functioning of the application, you need to install the latest version of the application. The automatic updates ensure that you always have the latest version of the application.

Easy Collaboration

You can easily track the activities of your accountants. Also, you can easily share the data with your accountant, which helps them in preparing taxes and other financial activities.

Greater Scalability

As your business grows, there is a need to scale up your remote access capabilities. It helps in accommodating more users with better data storage.

Cost Saving

The tool helps in connecting with multiple team members irrespective of their location. There is no need to buy a license for multiple software. Also, the hardware cost is reduced. Hence, you finally end up saving your precious money.

Better Flexibility

The tool offers better flexibility. You can access the QB files from anywhere and anytime. It saves your time as there is no need to visit the office physically. You need a high-speed internet connection and a device from which you can access the application.

Increased Productivity

With the help of the tool, you can connect with the other team members in real-time. It helps in making a better decision that ultimately increases productivity.

Easy Transfer

With the help of the tool, you can easily import or transfer files or a complete folder from one system to another. There is no need to travel to your office or the client’s location to access the software. It is also beneficial where traveling is not possible.

Read Also:- Fix QuickBooks Error 350

Final Wordings

We understand that accessing the QuickBooks file from anywhere and anytime plays an important role in the growth of any business. With the help of certain methods, you can access the QuickBooks remotely. We hope that this blog clears all your doubts regarding QuickBooks remote access. However, if you are still having some doubts or get stuck somewhere in the process, then you can call our experts immediately. All you need is to dial our helpline number or email your problem to us. Leave rest to us; we will take care of everything.

Frequently Asked Questions

1 – How much does the QuickBooks remote access cost?

A – You can access QuickBooks remotely via any of the supported methods. All three options are explained clearly in this blog. However, there is a certain fee that you need to pay while accessing the remote access service.

2 – Can QuickBooks desktop be accessed remotely?

A – yes, you can access the QuickBooks remotely. The QuickBooks remote access tool helps you in accessing the QB application remotely.

3 – Can I get support for QuickBooks remote access?

A – Yes, our experts are proficient in resolving the various errors and technical issues of QuickBooks. They will assist you; all you need is to call our experts or email your query to info@quickbooksupportnet.com.

Managing the finances can be a daunting task for many business owners. They need someone who can handle their complex financial tasks easily. It is a well-understood fact that business grows at a faster pace with the leap in technology. Nowadays, the market is full of various accounting software; however, picking the right accounting software is a complex thing. Presently the two most popular accounting software available in the market are Quicken and QuickBooks. Though the two accounting software comes with several unique features, however, you need to pick the best one for your business. If you are struggling to choose the right accounting application, then we have compared Quicken vs QuickBooks. So, read the blog till the end to know more about both the accounting application.

Glimpse of QuickBooks

Developed by Intuit, QuickBooks is an accounting application that is designed especially for small and medium-scale industries. The sophisticated features of the application, such as invoice generation, payroll management, inventory tracking, tax filing, and more, attract entrepreneurs from across the world. The best part of the application is its user-friendly interface so that even a newbie feels comfortable using it. You can use any version of QuickBooks – Desktop, Pro, Premier, or enterprise edition. Moreover, the users can enjoy the application remotely. With QuickBooks online, you can work from anywhere and at any time.

Plans of QuickBooks

QuickBooks offers four different plans, namely, QuickBooks Simple Start, QuickBooks Plus, QuickBooks Advanced, QuickBooks Self-employed, and QuickBooks Payroll.

QuickBooks Simple Start

It is the most basic plan and supports only one user. You can enjoy the benefit of contact management, unlimited invoicing and estimating, and more. A mobile app is also available in this plan.

QuickBooks Plus

QuickBooks Plus is a much more advanced plan and supports up to 5 users. Apart from having simple start features, the users can enjoy inventory and bill management, project profitability tracking, and more.

QuickBooks Advanced

This plan supports up to 25 users. Apart from having the features of Plus and a simple start, users can enjoy advanced reporting, batch-importing abilities, and much more.

QuickBooks Self-employed

The self-employed plan is for one user, and you can enjoy quarterly tax management and more. This plan includes some of the unique features that are not available in others.

QuickBooks Payroll

The QuickBooks payroll add-on feature is available in three plans, namely core, payroll premium, and payroll elite.

A brief look at Quicken

Developed by the same company as QuickBooks, Quicken is a personal financial management application that is used by millions of people across the world. Rolled out in the year 1983, the application is one of the most popular accounting software. It is used to manage financial activities such as income and expense tracking, budgeting, investment, and more individuals. The ultimate application comes with amazing features such as bank account reconciliation, bill payment, reports customization, and more. Though the tagline of Quicken says it is suitable for small businesses; however, as per the user’s reviews, it is best suitable for personal use only.

Quicken Plans

Just like QuickBooks, Quicken also offers various plans to its users. The users can pick any of the Quicken plans that best fit their requirements. The various plans of Quicken are:

  • Quicken Starter
  • Quicken Deluxe
  • Quicken Premier
  • Simplify by Quicken
  • Quicken Home and Businesses

Quicken Starter

It is the basic plan, and you can enjoy the features such as bill tracking, budgeting, and can categorize expenses. Apart from it, you can easily export data to Excel.

Quicken Deluxe

The users can enjoy the features of Quicken Deluxe along with the tracking of loans, investments, retirement accounts, and more.

Quicken Premier

It is the advanced plan of Quicken and includes all features of the above-mentioned plans. The users can enjoy portfolio analysis, schedule D tax support, quick digital bill payments, and more.

A quick look at Quicken vs QuickBooks

Though both accounting applications are used to manage and streamline financial work, both serve different purposes. Also, the audience of both applications is completely different.

If you are confused about selecting the right accounting software for your business, then read the below-mentioned table. Our experts have summarized the quicken home and Business vs QuickBooks for your easy understanding.

  Quicken QuickBooks Desktop QuickBooks Online
Format Desktop software Desktop Software Cloud-based software
Subscription Annual Subscription Annual or a one-time purchase Monthly
Trials Not available 30 days free trial 30 days free trial
Mobile App Available, but it has limited features. Not available Available for Android and iOS users. In certain tiers, it has limited features.
Multi-user capabilities It does not support multi-user facilities. Up to 40 users can work simultaneously. It depends on the type of subscription you are availing. Up to 25 users can work simultaneously. It depends on the type of subscription you are availing.
Integration You can import bank transactions and balances into QBH with web connect. Easily integrate with 200+ apps like Salesforce, Shopify and Stripe. It can be easily integrated with 650 + apps like Paypal, Gusto, and Square.
Features Can track loans, investments, create customized budgets, and can manage rental rates and lease terms. Calculate and rebill job costs and also calculate customer discounts. Yes, Through over the phone, email, resource database, community forum, etc.
Payroll It is not available Available as an add-on feature. Available as an add-on feature.
Support Yes, through live chat, community forum Yes, Through over phone, email, resource database, community forum, etc. Yes, Through over the phone, email, resource database, community forum, etc.

Quicken vs QuickBooks: Pros and Cons Comparison

Above we have compared the features, cost, and subscription of QuickBooks vs Quicken. Now, let us have a quick look at the pros and cons of both applications. In order to understand both applications in a better way, we have compared the pros and cons of both applications. The below-mentioned tables will clear your remaining doubt.

Comparing the Pros of both the application

Pros QuickBooks Quicken
Designing It is designed for Small and medium Scale industries. It is designed for Personal Use
Orientation Helps in creating budgets for individuals Lacks in customer-centric features
Capabilities Have more robust invoicing It has strong investment tracking capabilities.
Centric It tracks the expenses of businesses Tracks expenses of individuals
Budgeting You can create financial reports and inventory reports of businesses. Helps in creating budgets of individuals

The below-mentioned table compares the cons of both applications.

Cons QuickBooks Quicken
Suitability Perfect for business applications Suitable for managing personal expenses.
Complexity Have more complex and advance accounting features that are perfect for businesses. Less complex and limited accounting features.
Customization Can be customized as per your needs. Lacks in the customization process.
Learning Time Newbies need time in learning the application of various functions. Much easier to learn as it has fewer functions.

Quicken vs QuickBooks for Small Business – Which One is Better

Picking the right accounting software for your business is an important thing. Since both platforms serve the same industry, it is important to know the basic difference between the two. No wonder both platforms are financial management software. However, the targeted audiences of both are different. QuickBooks is a full-fledged accounting software that serves small and medium size industries in a better way, while Quicken is perfect for personal use.

To understand both applications in a much better way, let us have a look at the various situations when you can choose the application.

Use QuickBooks when

  • You run a small or medium size business.
  • You manage bills.
  • You want to track invoices.
  • You are running a non-profit business.

Use Quicken When

  • You need to track and manage personal expenses.
  • You need budget-friendly accounting software in comparison to QuickBooks.
  • You need to track retirement assets.

Bottom Line

With its larger number of integration and deeper functionality, QuickBooks is best for small businesses, while Quicken is perfect for managing personal expenses having lesser complexity. Hopefully, this blog clears all your doubts regarding both the software. However, if you are stuck somewhere or have any doubts, then you can call our experts. They will surely clear all your doubts.

Frequently Asked Questions

1 – Can I use Quicken to manage the finances of small businesses?

A- You can use Quicken to manage the finances of a small business; however, the application is perfect for managing and tracking personal expenses.

2 – Can I convert from QuickBooks to Quicken?

A – yes, it is possible to convert from QuickBooks to Quicken. However, the conversion process is a difficult one as the format of both applications is different.

3 – Can I get support for both QuickBooks and Quicken?

A – Yes, if you are still having confusion or need support for Quicken or QuickBooks, then call our experts immediately. All you need is to call at @+1855-603-0490 or email your problem to info@quickbooksupportnet.com.

4 – Is it difficult to learn QuickBooks?

A – For a newbie, QuickBooks can be a little difficult. However, the application has an extremely user-friendly and easy-to-use interface.

QuickBooks is the most powerful accounting software that eases the accounting work. The software is used by SMEs to streamline and manage their business accounting tasks, including payroll. However, in order to use the insightful application, you need to create and set up QuickBooks bank feeds. QuickBooks bank feed setup is an easy process, and you can set up your bank account with QuickBooks Desktop, online, or Mac. Setting up a bank account with QuickBooks has numerous advantages. However, before knowing the setting up process, let us understand what bank feeds are and why they are important.

Role of Bank Accounts in QuickBooks

Bank Feeds are the ultimate features that automatically send your transaction details to your accounting application. Intuit understands this and has developed a powerful tool known as QuickBooks bank feeds to import your bank transactions. With the help of this tool, you can connect easily with your bank and can download your transactions easily. QuickBooks allows you to set up a bank or credit account in a single or multi-mode user.

Setting up the bank feeds is important as it helps you with the following:

  • It controls your finances.
  • It helps in making taxes easier and in less time.
  • It saves your time by eliminating the manual data entry process.
  • It helps in the bank reconciliation process.

Required Things In set up QuickBooks bank feeds

The bank feeds provide you with the transactions directly and saves you precious time. It simply means that you can focus on the growth of your business rather than managing your transactions. However, before getting started, you need to fulfill the below-mentioned things:

  • A stable and high-speed internet.
  • A bank account that supports the QuickBooks

The ultimate process to set up QuickBooks bank feeds

Setting up the bank feeds in QuickBooks is an easy process. If you are looking for how to set up bank feeds in QuickBooks desktop, then you are at the right place. However, before starting the process, make sure that you are using the latest version of the application.

QuickBooks offers two connection methods, namely, direct connection and web connection method. You can set up your account by either method, whichever is available at your bank.

Direct Connection

With the direct connection, you can send the information directly to the bank. Though, you need a PIN and a password to establish a direct connection. Once the connection is established, you can easily download the invoices and statements in a much more secure way.

Several steps are included in the setup bank feeds in the QuickBooks desktop process. You must follow each step in the same sequence for a hassle-free process. The steps for the setting up process are as follows:

Step 1: Enable bank Feeds in QuickBooks

The steps to accomplish this task are depicted below.

  • The first step is to open your QuickBooks online and log into your account by using your username and password.
  • After that, tap on the banking option and then select the bank feed option.
  • Moving further, you need to choose setting up a bank feed for an account option.
  • Write down your bank name in the name field and choose your bank from the financial institution list.
  • In case you are enrolling for the first time, then you need to fulfill the enrollment process and click on continue once the process is finished.
Step 2: Connect to Your Bank

The steps involved in connecting to your bank account are as follows:

  • Now log into your online banking by using your Id and password. If needed, provide the bank account number and other essential details.
Step 3: Select The Account

The steps are as follows:

  • In order to connect your bank server with QuickBooks, you need to select your account and click on the connect button.
  • A connection page will appear. Here, select the bank that needs to be connected.
  • Complete the on-screen instructions to complete the connection task.
  • Finally, tap on the finish button once the connection got established.
Step 4: Set Up Automatic Downloads

Once you have selected and established the connection, you can set up automatic updates feature. This feature allows QuickBooks to automatically download bank transactions. You can download the transactions daily, monthly, or weekly, depending on your needs.

Step 5: Review and categorize the Transactions

Once all the transactions are downloaded, you can review and categorize them. You can perform this action in the review tab. This step helps you in keeping track of your income and expenses.

Step 6: Match the Transactions

You can match the transactions once you have downloaded and reviewed them. This step ensures the accuracy of the transactions and informs you that all your transactions are up to date.

Step 7: Set the Rules

In this step, set the rules for your bank feeds. The transactions will be automatically downloaded, reviewed, and matched according to your set rules. In case an error occurs, you can troubleshoot it.

Web Connection: set up QuickBooks bank feeds

You can set up QuickBooks bank feeds via the web connection method, also. The web connection method is performed with the help of.QBO files. These files are available from your bank website and help in getting the transactions from your bank via online mediums.

The below-mentioned steps will help you establish a connection through the web.

  • Use your credentials to log into your account.
  • After that, select the banking option and then choose the bank feeds.
  • Moving ahead, choose the import web connection files option.
  • Make sure you select the.QBO file that you saved earlier.
  • A window will appear, having two options. You need to select the one that best fits your criteria. The two options are to use a QuickBooks account if it already exists or create a new QuickBooks account.
  • After that, press the continue button to move ahead in the process.
  • A dialogue box appears having the “successfully completed” message.
  • Tap on the OK button.

Application Fees

To use this amazing facility, you need not pay any fees. There are no application fees, and it is available for free. However, you need to pay some charges based upon.

  • Bank connection charges
  • If you wish to establish a direct connection, you need to pay some charges. You need to pay connection charges to some banks. Intuit does not provide the charges limitation, so you must look out everything carefully.
  • QuickBooks Technical Consultant
  • You need to pay charges if you wish to hire an expert to establish a connection between your bank and QuickBooks.

What if You Are Unable to Connect QuickBooks to Your Bank Account?

There were instances when you failed to establish a connection between QuickBooks and your banks even after implementing the above-mentioned steps. Certain banks do not support automatic connection. So, if you face such a situation, then you can try the manual method to connect the two.

Follow the below-mentioned steps to add an account manually to QuickBooks.

  • The first step is to log into your online banking account by using your credentials.
  • After that, download the transactions in the CSV format. Make sure the date range is at least one day before the oldest transaction.
  • Also, make sure the format is correct, and the file size is less than 350 KB.
  • Now, open the QuickBooks with the help of your admin credentials.
  • After that, upload the CSV file to QuickBooks. To do so, you need to go to the bank feeds section and select the upload from file option.
  • Once the file is downloaded, you need to categorize and reconcile the bank transactions.

Final Take Away

We understand that bank feed setup QuickBooks is extremely helpful. It helps you by saving your precious time and effort. Though setting up the bank feeds in QuickBooks is an easy process; however, newbies can get stuck somewhere in the process. If you are facing any difficulty or got stuck somewhere, then connect with our experienced team members. You can call them or email your problem, and they will happily serve all your queries.

Frequently Asked Questions

1 – Does Bank feeds work for QuickBooks online?

A – yes, you can enjoy the bank feeds facility in QuickBooks online also. You need to set up the bank feeds to utilize it.

2 – Can I deactivate a bank feed for an account?

A – You can deactivate the bank feeds in QuickBooks when you do not need to import the transactions, or you want to close your bank account.

The steps for deactivating the bank feeds for Windows are:

  • Open the QuickBooks and tap on the lists.
  • After that, select the charts of accounts and right-click on the account that you want to deactivate.
  • Here, choose the edit account option and move to the bank settings tab.
  • Now, pick the deactivate all online services option and press the OK button.
  • Finally, to make the changes click on the Save button.

The steps for deactivating the QuickBooks for Mac are as follows:

  • Open the QuickBooks on Mac and pick the chart of Accounts.
  • In the account, select the pencil icon to edit and pick the online settings option.
  • Select the download transactions from the drop-down menu and choose the not enabled option.
  • Finally, tap on the OK button.

At some point of time, the organization has to deal with a situation when the customers make the purchases on credit, and you expect that it will recover. But, sometimes, due to certain reasons, the debtors fail to pay the money back, and it is recorded as a Write off Bad Debts in QuickBooks expense. However, when the organizations don’t expect their payment to be refunded, they can write off bad debt in QuickBooks and ensure they can keep their financial statements organized. 

Want to gather more details to write off bad debts in QuickBooks and need instant help? Consult with our professionals by dialing 1-855-603-0490 and obtain step-by-step instructions to do so. 

Why Writing Off BadDebt Is Important?

In an organization, the stage of bad debt arrives when an amount that was earlier in a profitable form and you were expecting that you would receive that money fails to recover. However, for the companies that are previously using QuickBooks Desktop, bad debt could be termed as invoices, which eventually turn into an uncollectible with time. 

However, writing off the bad debt in QuickBooks ensures that your accounts receivable and net income remain up to date. Furthermore, read the entire post to get more details to write off bad debt in QuickBooks Desktop and Online.

What Can I Do to Write Off BadDebt in QuickBooks Online?

The users might find the process of writing off bad debt in QuickBooks Online difficult until they don’t know the proper stepwise instructions for the same. So, to help you out with it, you must follow the following instructions to get the desired outcomes. 

Stage 1: Review Your Previously Due Account Receivables 

  • To begin the process, move to the Reports section at the left side panel within your QuickBooks account. 
  • Afterwards, you are supposed to locate and launch the Accounts Receivable Aging Detail report on your device. 
  • Now, have a look at the reports to find out which are the accounts receivable that are still pending and need to be written off. 

Stage 2: Establish a Baddebt Expense Account 

If they don’t already have one, the users need to construct a bad-debt expense account in QuickBooks. For this, have a look at the step-by-step instructions below. 

  • The users must launch their QuickBooks Online application and then go to Settings, followed by Charts of Accounts
  • Afterwards, from the upper right corner, you must choose New to construct a new account
  • In the next step, pick the Expenses option by clicking the Account Type drop-down menu. 
  • Proceeding further, click the Bad Debts option from the Details Type drop-down menu list. 
  • Now, in the column representing the Name Field, you must add “Bad Debts.” 
  • Once you are all done, hit the Save and Close button. 

Stage 3: Construct A Bad Debt Item 

  • Firstly, browse the Settings menu and opt for the Products & Services option. 
  • Now, look at the upper right, and from there, choose New and then tap the Non-Inventory option.
  • Thereon, within the column of Name-Field, you must include “Bad Debts” and then choose the Baddebts option by clicking the Income account drop-down menu. 
  • End the process by hitting the Save and Close button. 

Fourth Stage:- Preparation of a Credit Memo For the Bad Debt

  • In the initial stage, click on + New option followed by Credit Memo
  • After this, pick the customer by tapping on the Customer drop-down menu. 
  • Go to the Product/Service section and opt for Bad Debts
  • Include the amount that you wish to write-off within the Amount column.
  • Thereon, you must include “Bad Debt” within the box that represents “Message displayed on the statement”.
  • Finally, you must hit the highlighted Save and Close button.

Fifth Stage:- Execution of the Credit Memo To the Invoice

  • To start the process, you first have to tap on the + New icon.
  • Afterwards, you must opt for the Receive Payment option below the  Receive Payment option
  • Thereon, you must pick the correct customer by hitting the Customer drop-down menu
  • Next, you must select the invoice by clicking the Outstanding Transactions option. 
  • In the next step, pick the Credit memo from the Credits section.
  • Finally, choose the Save and Close option. This will display the uncollectible receivable on the P& L statement beneath the Baddebts Expense account. 

Sixth Stage: – Run Your Bad Debt Report

The users can run the Account Quick Report to verify that all the receivables you mentioned are labeled as Bad Debt. To do the same, you must use the steps instructed below.

  1. Firstly, move to the Settings option and hit the highlighted Charts of Accounts option.
  2. Afterwards, within the Action column of the bad debts account, you must pick the Run Report option. 
  3. Thereon, move to Sales and browse your cursor over the Customers option. 
  4. You are supposed to pick the customer’s name and click Edit from the upper-right corner.
  5. Within the Display Name as field, add Bad Debt or No Credit after the customer name
  6. End the process by hitting the Save option. 

What should be done to Write Off Bad Debt in QuickBooks Desktop?

Do you need proper instructions on how to write off bad debt in QuickBooks Desktop? If so, you don’t need to look anywhere else. Instead, follow the procedure below to accomplish the task. 

Level 1:- Include an Expense Account to Monitor the Baddebt

To keep an eye on the bad debt in QuickBooks, you are supposed to add an expense account using the steps below.

  • In the beginning, move to the Lists menu and opt for the Charts of Accounts option. 
  • Afterwards, choose the Account menu and pick the New option
  • Soon after this,  hover your cursor over the Expense option followed by the Continue button. 
  • Now, you have to include an Account Name and proceed further. 
  • Conclude the entire procedure by hitting the Save and Close option. 

Level 2:- Exit From the Unpaid Invoices

You must perform the following instructions to close out the unpaid invoices.

  • Firstly, move to the Customers menu and then hover your cursor over the Receive Payments option
  • You are supposed to include the customer’s name within the Receive From field. 
  • After that, add $0.00 to the Payment amount and pick the Discounts and Credits option.
  • Include the amount you wish to write-off within the Amount of Discount Field. 
  • Thereon, you must pick your account in Level 1 and hit the Done option.
  • Finally, you must opt for the Save and Close option. 
To Summarize The Above!!

We hope that you can now easily write off bad debts in QuickBooks Desktop & Online and keep your accounts updated. However, if you encounter any difficulty while performing the above steps, you can seek help from our professionals right away. They will provide you with the best tips to resolve the issue instantly. 

FAQ's

Ans.  You must carry on with the following steps to write off overpayments in QuickBooks Desktop.

  • Initially, select the Create Invoices option from the customer’s menu. 
  • After this, you must pick the Customer Name from the Customer Section. 
  • Within the Item Field, choose the minor charge-off and include the overpayment amount within it.
  • At last, to apply the changes, click on the Apply Credits option. 

Ans. The bad debt expense is mentioned in the selling, general, and administrative section of the income statement.

Ans. For instance, if you have recovered a bad debt that was already written off, then you can reinstate it in QuickBooks. To do so, reverse the original write-off entry and then record the recovered amount as a payment or credit against the customer’s amount. 

Ans. If you are facing issues while writing off bad debts in QuickBooks by following the steps mentioned in the blog, then connect with our professionals for quick resolution. 

Ans. No, the cash-basis taxpayers are not allowed to write off bad debt for the uncollectible amount. 

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