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Download Bank Statements To Quickbooks
QuickBooks

How To Download Bank Statements Into QuickBooks Online?

December 2, 2022

QuickBooks is an excellent accounting software that enables its users to handle their business accounting and bank accounts efficiently. You can Download Bank Statements to QuickBooks directly to the program and save time and effort. Downloading transactions in QuickBooks helps you track the income and expenses of your business.

Besides, you can make comprehensive reports on profit and loss statements. If you are digging the web to learn how to download bank statements to QuickBooks, then you have landed at the right place. Here is an informative guide on how you can download bank statements to QuickBooks and ensure the accuracy of your business accounting transactions. Let’s go.

Need professional’s assistance in downloading your bank feed transactions to QuickBooks? Give us a call @ +1-855-603-0490.

Why Is It Required To Download Bank Feed Transactions To QuickBooks?

QuickBooks banking feature allows users to download their banking transactions to the program and save it here for at least 90 days. Also, you can track your income and expenses for your business when you have a dedicated bank account for QuickBooks.

Once the transactions are moved to QuickBooks, accept them in your record books and then make sure that there is no discrepancy in them. Reconciling bank transactions is the best way to ensure that your accounts are accurate.

Points You Need To Stick To When Downloading Bank Transactions To QuickBooks

When moving bank transactions to QuickBooks, you need to consider a few essential points that are listed for you below:

  • Before you proceed any further with the download or update, you need to create a backup for your data file. It will safeguard your data from loss or disruption.
  • You may also reach out to your bank or financial institution and ask them if they can do it.
  • Make sure that you are using the latest version of the QuickBooks application to carry out this task efficiently.

Also Read – How to Delete Transactions in QuickBooks

Procedure To Download Bank Feed Transactions in QuickBooks Application

There are two main procedures in QuickBooks to accomplish the download task. The first one is WebConnect, and the other is DirectConnect. Both of these methods use CSV import. You can use these methods to move transaction flow into QuickBooks. Furthermore, you can also get it done manually.

First Procedure: Bank Feed Transaction Import Using WebConnect 

This method allows you to connect with your financial institution using WebConnect. You will need to run the program on your default web browser. Below are the ways to get the job done:

Inside QuickBooks Desktop Application

  • From within the QuickBooks application, open your bank account.
  • Thereafter, go to the Bank Feeds Center section and then choose your bank account.
  • Moving ahead, click on the Download Transactions button.
  • Once done, a QuickBooks Program Window will show up wherein you need to enter your ID or password to get it done.

Outside The QuickBooks Desktop Application

  • Open your default Internet browser and pay a visit to your bank’s legit website outside the QuickBooks application.
  • After that, log into your ledger by entering your email, password, or code word. Make sure that you have filled these areas accurately.
  • Moving ahead, download the online transaction activities via .QBO or QuickBooks Web Connect file.
  • In the end, import .QBO (WebConnect) file to finish this procedure.

In this method, users can download bank statements to QuickBooks using WebConnect. Alternatively, there is a different method to do it (DirectConnect).

Second Procedure: Bank Transaction Download Using DirectConnect 

While using the second procedure, you need to be careful about a few things. Below are a few important considerations you should follow carefully:

  • This method will access the maximum number of transactions. Therefore, downloading the most recent transactions can be a more suitable way to do it. You may delete the remaining transactions by eliminating the statement.
  • Keep in mind that DirectConnet will not be able to download previous bank transactions.
  • You can’t download your bank feed transactions again after deleting a downloaded statement.

Steps To Download Transactions With DirectConnect

Below is how to download bank statements to QuickBooks using DirectConnect:

  • First things first, go to the Banking menu and then follow this given series of actions –
  • Select Bank Feed, then select Feeds and finally Banking Center.
  • Now from within the bank account list, select a record you want to edit.
  • Using the drop-down menu, delete and modify the records when required.
  • Once done, click the Download transactions option.
  • Moreover, you can also synchronize the account by clicking on the “Sync this record” option.
  • Alternatively, you may choose the “Sync all for this bank” option if you want to download transactions for all your accounts at the same bank.
  • Now type in your password in the “Access to” window to connect to your bank.
  • Finally, click the OK button to complete the bank feed transaction download.

Also see – Fix QuickBooks Gmail Not Working Problem

Third Procedure: Move Bank Transactions Using CSV Import

If you want to import bank transactions manually using the CSV format, then the below-given steps can help you complete the given task:

  • First of all, log into the QuickBooks Online and import created CSV file.
  • Thereafter, locate the banking menu and click on it.
  • Now select an account and click the File Upload button. In QuickBooks, check if there is a link “Import a statement”, “Upload a bank file”, or similar links. It will help you upload the created CSV file.
  • You can use the Browse option to locate file CSV file and click the Next button.
  • Now select an account in QuickBooks you want to use for import and click Next.
  • Proceeding further, confirm the Mapping and Dare format, Date and Description columns are preselected, and the amount column is set. Again, hit the Next button to move to the next step.
  • Before you initiate the importing process, review your transactions to make sure that they are accurate.
  • Click the Next button and complete the import process. Once imported, you can categorize the transactions to maintain a comprehensive record of your bank transactions.

QuickBooks Banking Center

The Banking Center in QuickBooks is a centralized location wherein you can download and manage your bank feed transactions from your bank or financial institution. The program has an incredible feature known as “Bank Feed” that allows users to connect their online bank or credit card directly to the QuickBooks application. 

Instead of entering your transactions manually, you can download them to QuickBooks and track the profit and loss of your business. Using this feature, you can save time and effort in manually entering the transactions. Above all, you can reap the benefits of the QuickBooks reconciliation feature and confirm that the transactions are recorded accurately in the program by comparing them to that in your bank. 

Summing It Up! 

The solutions described in this post can help you download the bank feed transactions in QuickBooks with absolute ease. By downloading your transactions in the QuickBooks program, you can reap the incredible features of the bank feed feature of the program. However, if something is stopping you from getting the job done, just reach us, and our QuickBooks specialist will guide you with the relevant help.

QuickBooks Bad Gateway Error 502
QuickBooks Desktop

How to Fix QuickBooks Bad Gateway Error 502 

November 24, 2022

QuickBooks error 502, also referred to as the QuickBooks Bad Gateway error 502, is one of the most annoying issues in the program. It not only hampers the performance of the QuickBooks application but also affects the other web-based applications running on your Internet Browsers, such as Google Chrome, Mozilla Firefox, and several others.

Invalid response from the server is one of the main reasons behind this error; however, QuickBooks experiences this error due to the piling up of the cache memory within the browser. There can be multiple other reasons that can evoke QuickBooks Desktop Bad Gateway error 502. Read this full article to learn more.

“Need a professional to guide you with the QuickBooks error 502 resolution? Contact us @ +1855-603-0490 for one-on-one troubleshooting assistance.“

QuickBooks Bad Gateway Error 502: Description

The cache memory of an Internet browser helps users to load pages faster for them when they visit the page for the second time. It saves the web data when accessed for the first time to enhance the page loading speed. However, when your browser gets a heap of cache data, you may start experiencing multi-faceted issues related to the browser.

Moreover, you may also experience trouble using web-based applications. When the browser fails to save any more data, it brings forth the QuickBooks Bad Gateway 502 error. To get rid of this error, you can simply clear out your cache data. However, based on the situation, you may need to perform some additional solutions to conquer this issue.

Instances When You May Receive QuickBooks Bad Gateway Error 502

There are various instances in QuickBooks when you may encounter the Bad Gateway Error 502. Some of these instances are mentioned in the below-given list:

  • When running the payroll, the error message can crop up all of a sudden.
  • The error can come into the picture when downloading the latest program updates. 
  • When viewing or downloading forms using your Internet browser. 
  • When logging into your QuickBooks Online application.

Read recent post – Fix QuickBooks Search Not Working

What Causes QuickBooks 502 Bad Gateway Error To Show Up?

You may receive QuickBooks Bad Gateway error 502 in QuickBooks due to several reasons that are explained in the below-given list:

  • The browser’s cache memory piled up with web data and was unable to load anymore. 
  • Infected internal files of your Internet browser caused due to trojan infection. 
  • Active Scripting is enabled in your system’s browser settings. 
  • When Intuit is not listed as a trusted website to the browser. 
  • QuickBooks cache memory has a heap of data that needs to get removed.

Symptoms Of Bad Gateway Error 502

If you are not sure about the error, you can identify the QuickBooks error 502 by keeping an eye on the below-given symptoms:

  • Inability to log into the online account or update QuickBooks software.
  • Viewed or downloaded forums in your Internet browser are also a sign you need to look for.
  • You may not be able to run QuickBooks Payroll smoothly.

How To Troubleshoot QuickBooks Enterprise Bad Gateway Error 502?

After discussing the symptoms and possible reasons behind the error, we are all set to discuss and implement the best troubleshooting errors for QuickBooks error 502. Below are the solutions:

Procedure 1: Clear Cookies and Cache Memory Of Your Internet Browser

Full cache memory is one of the most apparent reasons behind the error; therefore, clearing your cookies and cache should be your first and foremost take to resolve the error. Below are the steps described for different browsers:

If you are using Internet Explorer: 

  • Initiate the procedure by opening Internet Explorer on your device.
  • Next, open Tools located on the top and choose Internet Options.
  • Navigate to the General tab and select the Delete button.
  • Now checkmark the boxes against Temporary Internet Files and Cookies.
  • In the end, click the Delete button and see if the error gets fixed.

If you are facing QuickBooks 502 bad gateway error on Firefox: 

  • First things first, open Firefox browser and hit the three bullet icon.
  • Next, go to the Options and make your selection to Privacy and Security.
  • Now, mark the checkboxes for Site Data and Cached Web Content.
  • Press the Clear option to get it accomplished.

If you are running QuickBooks on Google Chrome:

  • When in Google Chrome, select the three dots icon.
  • Next, select More Tools and proceed further by clicking on Clear Browsing Data.
  • Select All Time in the Time Range List, and it will delete data of all the times.
  • Here, you need to checkmark Cookies and other site data, Cached Images and Files, and Browser History checkboxes.
  • In the end, hit the Clear Data button to conclude this task.

After resolving these steps, if the error message shows up again, try the next solution.

Procedure 2: Clear Cache From QuickBooks Desktop Online Application 

Sometimes, it can be your QuickBooks application, which is piled up with a load of cache data. In such a case, you need to delete it using the below-given steps:

  • When in the QuickBooks Desktop Online application, select Reset App Data located underneath the Help tab.
  • It will clear the program’s cache data. After that, you need to restart QuickBooks and check if the error is resolved.

If this solution doesn’t bring luck to the error resolution, check if the next solution can help.

Also you can see – How to uninstall QuickBooks?

Procedure 3: Add Intuit and Related Websites As trusted Site Using Your Browser’s Settings

Adding Intuit as a trusted website on your browser’s settings prevents your Internet security applications from interfering with the QuickBooks processes. To do so, follow the below-given steps based on your browser:

In Internet Explorer:

  • From under the Tools, select Internet Options.
  • Thereafter, select Trusted Sites located underneath the Security tab.
  • Now click Sites and then type -.intuit.com and make sure that the checkbox for “Require server is not marked. verification (https:) for all sites in this zone”.
  • Finally, click on Add button and then Close and OK to finish the task.

In Safari Browser on Mac:

  • When in the Safari browser, type “intuit.com” in the address bar, and click Enter.
  • Next, you need to click Bookmarks and select Add Bookmark to move ahead.
  • Here, you will see Add this Page in the drop-down list, wherein you need to choose Top Sites and click Add.
  • Check the status of QuickBooks Bad Gateway Error 502 to see if it is resolved or not.

Procedure 4: Enable Active Scripting In Your Internet Explorer

Now that you have performed the solutions discussed in this post without getting any positive results, try the last one to eradicate the issue:

  • In your Internet Explorer, click Internet Options you may find underneath the Tools menu.
  • Next, click the Internet icon from under the Security tab.
  • Now, select Custom Level and then hit Enable for Active Scripting.
  • To complete this procedure, click the OK button.

In A Nutshell!

After trying all the described solutions, if you are still struggling with the QuickBooks Bad Gateway Error 502. Then, it might be possible that you have skipped any of the above-listed steps. Moreover, it may also imply that you are having some kind of technical unease that is stopping you from resolving the error. In this case, you need to get in touch with the QuickBooks professionals Team and save your efforts in the error resolution.

Setup Classes in QuickBooks
QuickBooks

An Explanatory Guide How to Set up Classes in QuickBooks

November 21, 2022

Class tracking is the most important feature of QuickBooks that allows the users to track account balances by department, business office or location. Moreover, it also enables the users to keep a close eye on the segments on which they want to. However, if you also wish to track specific expenses and categorize shared expenses, you have to set up classes in QuickBooks.

This comprehensive post focuses on how to set up classes in QuickBooks so that you can start organizing your class according to class. Furthermore, if you wish to assign classes to your employees, you need to enable the class tracking feature for Online Payroll.

Looking for immediate help to set up classes in QuickBooks? Give us a call @+1-855-603-0490 and have a one-to-one conversation with our experts to obtain the best possible results.

Prerequisites Required before you Turn On Class Tracking in QuickBooks 

Before turning on the class tracking feature, consider the following points. Go through the points listed below closely.

  1. The users must know that they can set up the withholding tax account and item. Next time you want to charge the withholding tax, the existing withholding tax item would work.
  2. You have to set up the classes as per the reporting you wish to do. Also, you must organize the classes in the way you want to see the business segments on reports. 
  3. Last, if you wish to set up the “other class” for recording the miscellaneous transactions. These include the transactions which don’t fit in any other class.

Also Read – Fix QuickBooks Error PS077

Learn how to Set Up Classes in QuickBooks Desktop

Are you frustrated with searching for the right steps to set up classes in QuickBooks Desktop? If that’s so then your search ends here. Below we have stated some of the simple instructions for setting up classes.

Step 1: Enable the Class Tracking Feature

The steps for class tracking in QuickBooks may vary per Windows and Mac operating systems. Therefore, we have listed steps for both operating systems and apply the steps accordingly.

For the Windows Users:

  • In the beginning, open your QuickBooks data file and then move to the Edit menu, followed by Preferences.
  • After this, choose the Accounting tab and click on the Company Preferences tab.
  • Proceed further by marking the checkbox next to the “Use class tracking for transactions” option. 
  • If you want to receive the notification when you haven’t allotted a class, mark the “Prompt to assign classes” checkbox. 
  • End the process by tapping on the OK button.

For the Mac Users:

  • In the first step, move to the QuickBooks menu and click on Preferences.
  • From the Workflow section, opt for Transactions.
  • Now, mark the “Use Class Tracking” checkbox and then shut down the transaction window to save the desired changes made.

Step 2: Categorizing of the Expenses and accounts 

Steps for Windows Users 

  • Initially, navigate the Lists menu and choose the Class List option. 
  • After this, click on the drop-down menu of Class and pick the New option.
  • Now, you have to add the class name according to your accounts. 
  • Furthermore, for the sub-class, you have to mark the “Sub class of” checkbox. Then, you have to search for the class under this section.
  • Finally, you have to click on OK to add the classes.

Steps for Mac Users

  • In the first step, move to the Lists menu and hover your cursor over the Continue option.
  • To generate a new class, you must tap on the Plus “+” icon and add your class name.
  • Ultimately, tap on Ok to establish a class successfully.

What can you do using the class tracking feature in QuickBooks?

With the help of the class tracking feature, you can allot a class to numerous transactions. These transactions may include:

  • Invoices
  • Sales Receipt
  • Sales Order
  • Purchase order
  • Paychecks
  • Refunds and Credit
  • Check
  • Bill
  • Estimate
  • Statement Charges
  • Credit Card Charges

Stepwise instructions to enable class tracking in QuickBooks Online 

Are you having trouble turning on the class tracking feature in QuickBooks Online? If that’s so then go through the stepwise instructions listed below.

Step 1: Enable the class tracking feature 

  • In the initial stage, move to the Settings option and choose the Account and Settings option.
  • Now, you have to click on the Advanced tab and then move to the Categories section to make the changes required.
  • After this, mark the checkbox of “Track Classes”.
  • Furthermore, mark the checkbox beside the “Warn me when a transaction isn’t assigned a class”. This is an optional step you may also skip.
  • Head towards the Assign Classes section and then choose the “One to entire transaction” option.
  • In the end, tap on the Save option followed by the Done option.

Tip: You have to choose the One to entire transaction option if you don’t want to add a class for each product you sell to the customer. Moreover, it also helps save time and allow you to impose one class to the entire invoice or sales receipt.

Also Read – Fix QuickBooks Error H202

Step 2: Setting up your class list 

Once you have enabled the class tracking feature you can easily set your class list. Just by preparing the class lists will show the different parts of the business. You must keep the class list simple so that it should be easily understandable. In short, the simpler your classes would be, the easier it would be to understand your reports.

Instructions to Enable the Class Tracking for Online Payroll 

The users have to turn on the class tracking for Online Payroll so that they can easily track the payroll transactions. After this, you have to allot a single class to all the employees or allot different classes to different employees.

  • In the first step, move to the Settings option and then opt for the Payroll Settings option.
  • After that, first click on the Edit icon from the Accounting Section.
  • Furthermore, tap on the Edit icon from the Class Tracking section and then pick how you wish to track the transactions.

Note: If you cannot find the Class Tracking section within the Accounting Preferences, ensure you have enabled the class tracking feature. If the classes are turned off, switch them on and repeat the above-listed steps. Whereas, if classes are enabled, switch it off, sign out, and then log in again to enable the class tracking feature.

  • Later on, hit the Continue option and then click Done.
  • You are supposed to enter a class for every employee. Alternatively, you may also assign one class for all of the employees.
  • In the end, to save your preferences, click on Continue and then on the Done option.

Final Thoughts!!

Hopefully, using this post, you can now easily set up classes in QuickBooks Desktop and Online. Thus, you can track your transactions by class, department, or product line. However, if you still get stuck at any of the above-listed points, contact our QuickBooks experts via email or live chat.

Record Vendor Refund in QuickBooks
QuickBooks

How to Record Vendor Refund in QuickBooks Desktop?

November 16, 2022

QuickBooks is the largest accounting software for various business persons and provides facilities for Bookkeeping and Accounts Maintenance. For many years, QuickBooks has proved a remarkable tool for several users. It has always been a trustworthy software that ensures full safety for the transactions to the accounts. It also has highly advanced features for creating work easily. Here, you will learn how to record vendor refund QuickBooks Desktop. To know about this process, contact QuickBooks technical assistance.

Method 1 – When vendor deliver you a refund check for returned inventory items

Keep a Record of Vendor Check Deposit

  • First, visit the Banking Menu and choose to make Deposits
  • After that press Ok in the deposit menu
  • Click at Received from Drop-Down option and choose the vendor who has sent you the refund
  • Now, choose the correct Accounts Payable option from the account
  • In the Vendor field, mentioned the actual amount of the vendor’s check
  • Then, type the rest information in the Deposit Account
  • Press Save & Close option.

Keep a Record of Bill Credit for the Returned Items

  • In the vendor’s menu, choose Enter Bills option first
  • Now, press at the Credit option to keep an account for the returned goods
  • Now type the Vendor Name and click at Items Tab
  • Enter the number of refund items that are mentioned in the refund check
  • Finally, click at Save & Close.

Attach the Deposit to the Bill Credit

  • Move to the Vendor’s Menu and then, choose Pay Bills
  • Now verify the deposit with the Vendor Check Amount
  • Select Set Credits and attach the Bill Credit that you have done
  • Press at Done and then tap on Pay Selected Bills and then press at Done.

Method 2 – When the Vendor Delivers A Refund Check for the Paid Bills

Keep a Record of Vendor Check Deposit

  1. First, click at Make Deposits at the vendor menu option
  2. Move to the make deposits menu and click at Received from the drop-down and choose the vendor who has sent the refund
  3. In the accounts menu, take the appropriate Accounts Payable
  4. Enter the correct amount in the account column mentioned in the vendor check
  5. Now, press the Save & Close option.

Keep a Record of Refunded Amount’s  Bill Credit

  1. First, move to the Vendor’s Menu and choose Enter Bills
  2. After this select, the Credit Accounts option to maintain an account for the refund goods.
  3. Type the Vendor Name and click at Expenses Tab
  4. Type the accounts on the original bill
  5. Move to the Accounts Column and type the appropriate amount for each entry
  6. Finally, press the Save and Close tab.

Link the Bill Credit to the Deposit

  1. Move to the Vendor’s Menu and choose Pay Bills
  2. Now, go through the deposits that are same as vendor amount
  3. Choose Set Credits and link the bill credit you have done already and then press at Done
  4. Now, click at the pay choose bills and then, tap at Done.

Method 3 – When Vendor Delivers a Refund Check on behalf of Real Vendor

Keep A Record of the Deposit For Vendor who Sent The Refund Check

  1. Move to the Banking Menu and choose Deposits
  2. Then, in the Make Deposits window press at the Received from Drop-down menu and selected the vendor who sent you the refund
  3. Now, from the account drop-down menu, choose the right Accounts Payable account
  4. Move to the account column and enter the same amount mentioned in the refund check
  5. Now, type a Memo, check number, payment method and class
  6. Finally, click the Save and Close option.

Although the second process is related to keeping a record of deposit mentioned at Bill Credit and linking the deposit to the Bill Credit is same as the procedure given in Method 1 and Method 2. & Record Vendor Refund QuickBooks For more details, you can call QuickBooks customer service.

QuickBooks Error code C=51
QuickBooks Error

How to Fix QuickBooks Error Code C=51?

November 16, 2022

Is your system displaying QuickBooks Error Code C 51? Well, if yes, go through this simple guide to know the possible reasons and solutions. QuickBooks error C=51 is one of the most unexpected errors that can arise in the program. There might be many possible reasons behind this error code; sometimes QuickBooks fails to find the TxList file, and incomplete backup or program installation may also cause this error. Go through a simple guide from beginning to end and solve the error code with ease. Before we dive deep into knowing its reasons and solutions, let’s have a quick insight into this error.

“If you are falling short with time, you can call us @ 1855-603-0490 to get a quick fix to this error. Certified experts can advise you to get the perfect solution on how to fix your QuickBooks Error code=51 without fail.”

What is QuickBooks Error Code C 51?

As the name suggests, it is an error code that displays on the desktop screen stating “The TxList cannon be found” or just Error code c 51. This error occurs when you are unable to find the TxList file on the screen. There are three prerequisites for troubleshooting this error code.

Key items you need to troubleshoot QuickBooks Error Code 51

You might need the following key items to find this error code:

  • Transaction Log file.
  • The damaged QuickBooks data file.
  • The previous backup of the QuickBooks data file may also be required.

After looking into these important factors, you can get rid of the error. However, there are several other reasons as well, that can give rise to error code C=51 in QuickBooks.

What are the possible reasons behind QuickBooks Desktop Error C=51?

As we mentioned earlier, there is a list of factors that trigger the QuickBooks Error Code C 51. From the list of factors, we are mentioning here the most common factor responsible for this error:

  • The most common reason behind this error code is missing or deleting train txLists.
  • Not maintaining strong network connectivity or using unstable internet connectivity may cause disruption in QuickBooks activities.
  • The presence of malicious software can also trigger this error code.
  • Sometimes, a problem or damage in the database server manager of QuickBooks can also screen up this error.
  • Encountering errors while verifying QuickBooks may also lead to QuickBooks error code C=51.

If you want to get rid of the error, you need to eliminate these reasons one after the other.

What Are The Symptoms Of QuickBooks Error Code C=51?

Looking for the possible symptoms of the error can help a user in identifying error code C=51.

  • You may receive this error when finding or removing a damaged transaction within the QuickBooks company file.
  • The error mainly crops up due to damaged data in QuickBooks.
  • You will receive an error message on your screen warning about the existing issue.
  • You may also face issues related to your Desktop or program, such as freezing, hanging, not responding, crashing etc.
  • You may not be able to perform an ongoing task in the QuickBooks software program.

When these signs become visible, better start looking for the troubleshooting solutions for QuickBooks error C=51.

Quick steps to solve your QuickBooks error Code C=51

Once you have applied the key items necessary to troubleshoot the error code, you can move ahead to investigating the causes and what you require to fix the C=51 database issue in QuickBooks. Now it’s time to get on the most effective and 100% working solution.
 
As we have mentioned earlier that there are many possible reasons behind this error; in the same way, this error code may be solved by using more than one way. Below are the most working solutions:

Solution* 1: Use the Newest Version of QuickBooks

QuickBooks is a software program, and there you need to keep it updated to avoid any error arising from this software. So, while fixing the QuickBooks Error Code C=51, your first approach must be to use the newest version. The updated version of the QuickBooks application also enables you to access its improved features. So, update to the newest version and see if the issue is resolved.

Solution* 2: Use the Correct Data Reconstruction Format

To perform this solution, follow the below-given steps of instruction carefully:

  • While applying this, your first approach should be to close all QuickBook tabs.
  • You should shut off the QuickBooks Software when it is completed.
  • As a next step, you reopen QuickBooks and then do the same job as you did when you encountered the error.
  • Lastly, the user must use the correct data reconstruction format.

Recent Added : Quickbooks online login problems 

Solution* 3: Use the File Doctor Tool Using Tool Hub

After you have followed the above-mentioned methods and if the issue is still there, using the Doctor tool might be a good idea. Here is what you need to do to use this wonderful tool:

  • Firstly, you need to download the tool hub for Quickbooks.
  • After the tool gets downloaded, you need to save it on your machine.
  • Install the downloaded tool by following the right instructions.
  • Agree on its terms of use in order to make it work for QuickBooks error code C=51.
  • Now, inside the tool hub, you need to select QuickBooks Company File Issues.
  • After that, you can run the QuickBooks File Doctor to verify the files that are incorrect.
  • Once you run the tool scan, it will check if the file is damaged or not.
    The File Doctor will fix the file.
  • Finally, you can use QuickBooks to check whether the issue is solved or not.

Solution* 4: Check Your Internet Connectivity

If you have low or unstable internet connectivity while the system is downloading, you may encounter the QuickBooks Error Code=51. Further, it affects downloading, and you may not complete the downloading of transactions. Therefore, it is advisable to check your internet connectivity before you start downloading the transactions.

Solution* 5: Restore Backup Data

Another important step to fix this error is restoring the backup data. Here are the steps you can follow to do so:

  • Complete restoring the data from the previous backups.
  • After restoring it, you can copy it and drop it into a new folder.
  • Right-click on the new folder to get and drop-down menu, and from there, click on the Properties option.
  • It is considered erroneous if it is smaller than 6MB.
  • If it is smaller than 6MB, you need to create a new back file again.

Read Also : QuickBooks error 80070057

Solution* 6: Close All the QuickBooks Processes 

QuickBooks processes running in the background can also give rise to the error. In such a case, you can follow the below-given steps:

  • Close all tabs in QuickBooks to start this procedure.
  • Thereafter, go to the task manager to close all the QuickBooks-related files.
  • Now, relaunch QuickBooks and perform the same task that gave rise to the error.
  • In the end, rebuild the data in a proper format to conclude this procedure.

Check if the QuickBooks error code C=51 is fixed or not.

Final Say!

We hope the above post is fruitful in solving your QuickBooks Error Code C=51. Try all the above-mentioned methods one by one, and your issue should be resolved. If none of the above methods works, seek expert help to avoid mess when handling your business accounting.

restore QuickBooks Backup File
QuickBooks

How to Restore QuickBooks Backup Files?

November 16, 2022

The company file of QuickBooks is known for having important data of the Company to the date when the backup was made. You need to restore the most recent QuickBooks Backup Files to ensure that your data is safe. Restoring the backup file will help you in the time of any problem, and if you are willing to learn how to restore the backup, this blog is your friend. You can use CD, local hard drive, USB flash drive or network folder for restoring the backup. When you are backing up the company file using the QuickBooks Online backup services, restore it by using the same service only. If you want expert’s guidance in restoring QuickBooks backup file, you are free to get in touch with accounting experts via QuickBooks support assistance, available 24*7.

Restore a Backup of QuickBooks Company File

When you restore the backup file, QuickBooks will use (.QBB) backup company file to create (.QBW) new company file. If your backup file is on the external device, you will have to move it to the local hard drive and proceed further. You need to confirm the location where you want to save the downloaded file when the pop-up arises. Follow these steps to restore the QuickBooks backup files:

  • You need to click on the File menu > Open or Restore Company for opening the restore wizard.
  • Click on the Restore a backup copy (.qbb) and then click the Next button.
  • Now you have to select the local backup and then hit on the Next option to open the backup copy window.
  • You need to browse the location where you have saved the backup file.
  • Select the backup file and then click on open and next options.
  • Next, you have to save in drop-down arrow and go to the location to restore your backup file.
  • In the end, select the backup file and then save it by clicking on the save option.

Make sure to give your file a different name because if there is a company file of the same name, it will erase the existing file when you click on Replace option in the prompt box. If you face any issue while restoring the QuickBooks Backup files, you can reach out to QuickBooks support number to speak with tech experts. Your queries will be answered here, and the support team makes sure that your error is entirely resolved.

Read More : QuickBooks Error Code 1712

QuickBooks Unable to Create PDF
QuickBooks

How to Fix QuickBooks Unable to Create PDF Error?

November 15, 2022

QuickBooks is a top-notch and state-of-art software meeting the accounting, transactions, invoices, bills, taxes requirements for millions of users worldwide. It is commonly used to manage accounts, transactions, statements, and payroll systems for small to medium-sized businesses. When you start QuickBooks with a valid user Id and password, you face trouble in printing, emailing, or saving Create PDF Error PDF from a desktop. You will get the reasons and troubleshooting steps to resolve such errors in this blog.

Many times, users face technical glitches in QuickBooks. A standard error faced by users is QuickBooks unable to create PDF. Sometimes, you face the same issue: “QuickBooks unable to create PDF” while sending an email with an invoice to a client. To resolve it quickly, you must call the QuickBooks customer support number to fix this error.

Why Does QuickBooks Can’t Create PDF?

When you try to send an invoice email to a customer, you may get the QuickBooks unable to create PDF error. This error can make you feel frustrated but can’t be fixed. This QuickBooks error takes place when you try to email, prepare or print a report. In many cases, QuickBooks abruptly closes, or the error message is displayed. Few reasons are mentioned below to make you know why this error occurs.

  • QuickBooks can’t complete the present task because of a lost part. “Lost Pdf file’.
  • QuickBooks doesn’t save the form in Pdf format
  • It is known as a non-functional part driver
  • No direct print can be taken from the QuickBooks Pdf converter
  • The system is not prepared for printing with a printer
  • QuickBooks desktop hangs when accounts are attached together
  • Connectivity issues with printer can’t save reports as Pdf
  • QuickBooks unrecoverable error are 14982, 15064, 06798, 50172 or 14983, 96787
  • QuickBooks desktop doesn’t respond, and the Pdf converter shows offline

Steps to Troubleshoot QuickBooks Unable to Create Pdf Issue

Fix this error by following the below-listed steps before contacting a QuickBooks expert.

  • First, delete all cookies and temporary internet files in the browser
  • Add Intuit in your browser as a trustworthy site
  • Internet Explorer users must update the encrypted page setting
  • After this, try to print an image and use some other browser
  • After this, disable the pop-up blocker
  • Confirm that you have set Adobe Acrobat or Reader as the default app for opening a Pdf file in a Mac

Users can also save their files after pressing the “Print” button. Ensure that Adobe Reader or Acrobat can simply open Pdf files by default. It is recommended to avoid using the Internet Explorer Acrobat plug-in. The above steps can simply fix QuickBooks unable to create Pdf error. If it doesn’t, you can take the technical help from QuickBooks customer service and assist the department by dialing toll-free numbers. Our QuickBooks error channel is available 24/7 hours to assist you in resolving your queries related to QuickBooks. The experienced technical team is available there to understand and provide a quick solution to your problem. The significant part is that technical team members also provide tips and tricks to resolve the error.

Repair Damaged QuickBooks Data
QuickBooks

How to Repair Damaged QuickBooks Data?

November 15, 2022

A customer-centric software used by small, medium and large entrepreneurs, i.e. QuickBooks software. QuickBooks company files are used to keep all essential business data. Losing up your business data will bring some short and long-term impacts for your business. Repair damaged QuickBooks data is required to maintain a smooth workflow of the accounting task as soon as they take place. QuickBooks Repair tool is available to remove damaged QuickBooks data error. This blog will provide you with immediate repair methods and causes for QuickBooks damaged data errors. In case, the given methods are not helpful; you can contact QuickBooks phone number to fix it.

Possible Reasons Behind Corrupted Data Errors in QuickBooks

The repair requirements are considered when the given reasons create data damaged in QuickBooks.

  • Unwanted power failure causes the system and QuickBooks to close unexpectedly and bring company data file damage in QuickBooks.
  • Data list having incorrect entries from a user
  • If QuickBooks company file (.QBW) has corrupted accounts, names, or products list, will give rise to an error in company file data in QuickBooks.
  • Virus or malware attack will also damage the QuickBooks data file.

How to Troubleshoot Corrupted Data in QuickBooks?

You can now go through below given repair methods for data damage in QuickBooks as you are known about possible reasons behind its occurrence.

Step -1  Make Use of Recreate Data Utility and Verify QuickBooks Options

  • Open QuickBooks and press on File option
  • Now, press at utilities and click at Rebuild Data Utility option
  • If you see a message for backing-up data file, press at the Ok option
  • Wait for the message to display “Rebuild is finished’ and then press Ok option
  • Next, choose Verify Data from Utilities and run to check the possible data damage.

If the above procedure will not assist you, move to the next step to troubleshoot this error.

Step – 2 Remove Data Damage in QuickBooks Using QuickBooks File Doctor

You can repair data corruption in QuickBooks if you use QuickBooks file doctor repair tool to fix corrupted data issues in the company file.

Step – 3 Eliminate Company File Corruption Manually

When you run Verify Data Utility, data damage in the company file in QuickBooks will be displayed on your computer screen. You can troubleshoot this issue manually by following the few steps given below.

  • From the Verify Results window, choose to Expand All option to look at data damage issues in the QuickBooks company file.
  • Now, go to repair corrupted data issues one by one if you are comfortable to finish it.

If you can’t follow the given steps in troubleshooting corrupted data errors in QuickBooks, then call QuickBooks enterprise support phone number to remove it. It is available 24/7 hours to fix this issue and take up your call. One of its technical executives from the technical team will attend your call and assist you in removing this error one by one on call. Put up all your issues with a professional executive, and you will get the proper solution regarding this.

Track-Customer-Transaction-Workflows
QuickBooks Desktop

How to Track Customer Transaction Workflow in QuickBooks Desktop?

November 15, 2022

Are you looking for the steps you need to follow to start the customer transaction workflow in QuickBooks Desktop? If yes, then this blog post will guide you in this direction. Here, you will find the steps you need to follow while starting off the customer transaction workflows and even different ways to track the transaction.  This workflow can help in organizing cash flow, tracking sales and receivables. However, if you need further assistance, you can reach out to QuickBooks Desktop support to offer the best support service.

Workflow 1 – Invoice -Payment Deposit

You must follow this workflow when provided with a product or service, and your customer plans to pay later. Once your customer has paid, you can easily record QuickBooks’ payment to close the customer’s invoice or even reduce the balance.

Transaction Workflow in QuickBooks
  • The first user should create an invoice
  • Then you need to record the invoice payment
  • At last, deposit the customer’s payment

Workflow 2 – Sales Receipt Deposit

You should go for this workflow when your customer pays you on the spot for any product or service.

Transaction Workflow in QuickBooks
  • First, create a sales receipt
  • Then you need to deposit the customer’s payment

Workflow 3 – Estimate – Invoice – Payment – Deposit

You need to follow this workflow, also called progress invoicing, when working on projects or jobs for the customers. You can use an estimate like the quote, bid, or proposal to track the materials, labor, and additional expenses used in the project. After that, you can invoice your customer once the project is completed.

Transaction Workflow in QuickBooks
  • Here, you need to create and send the project estimate to the customers
  • After that, you should create an invoice from the estimates
  • Also, record the invoice payment
  • At last, you need to deposit the customer’s payment

Workflow 4 – Sales Order – Invoice – Payment – Deposit

You should follow this workflow when the customers order an item that is not there in your stock at the moment. This way, you will know what products you have to buy from your vendors to complete the customer’s order on time.

Transaction Workflow in QuickBooks
  • You first need to create a sales order for the items that are on the backorder
  • Then you have to create an invoice from the sales order
  • You need to record the invoice payment
  • At last, you need to deposit the customer’s payment

Workflow 5 – Estimate – Sales Order – Invoice – Payment – Deposit

You need to follow this workflow when you need to complete a project but don’t have complete materials on your hand yet. You can create the sales order from the estimate for tracking the items on backorder. Then, create an invoice from the estimate after the completion of the project.

Transaction Workflow in QuickBooks
  • You first need to create and send a project estimate to your customer
  • Then create a sales order from that estimate
  • After that, you have to create an invoice using the sales order
  • Now you need to record the invoice payment
  • Deposit the customer’s payment

Workflow 6: Statement Charges – Finance Charges – Statement – Payment – Deposit

You must go with this workflow when you regularly charge your customer for items but are invoicing them periodically. You can skip creating the invoice for each charge, and then your customer can pay their accumulated charges in a total amount.

Transaction Workflow in QuickBooks
  • You need first to create your customer’s statement charges
  • Then you have to assess the finance charges
  • After that, create and send the billing statement to the customer
  • Then you must record the payment that is received
  • At last, deposit customer’s payment

If you find it challenging to understand this Transaction Workflow in QuickBooks, then you don’t need to think twice before calling QuickBooks technical support to avail their help. You can avail the expert’s guidance of a technical professional to resolve the query faced by QuickBooks users.

Read Also : Quickbooks error H202

import changes in quickbooks
QuickBooks

How to import Accountant Changes in QuickBooks?

November 8, 2022

Wondering how to import accountant changes in QuickBooks? Navigate through this post until the end to get the relevant help.

If you want your accounting management to be simplified, the QuickBooks Desktop application can be your best bet if it enables users to work with seamless collaborations with the accountants, employees, and other users to establish an efficient workflow.

You can create an accountant’s copy of your business accounting data and send it to your accountant for review. The accountant then reviews your books and makes the required changes to them. Once the changes are made, you can import them to your QuickBooks file. Here, you can find out how to get it done. Let’s start!

What Is An Accountant’s Copy In QuickBooks?

Creating an Accountant’s copy of your QuickBooks company file enables you to send your accounting data to your accountant for review. The accountant then reviews your books and makes sure that it is correct. If not, the accountant will make the required changes that you can import and automatically update in your company file.

There are two ways to implement the changes. Your Accountant can send you an Accountant Changes file, and you can save it to your hard drive. Alternatively, the accountant can use the Accountant’s Copy File Transfer service to send their changes through the web. In this method, the file is saved in the Intuit server, wherein you can make a secured data exchange with your accountant.

See Also – How to Change Tax Rates in QuickBooks

Things You Need To Consider Before Sharing Accountant’s Copy Of Data File 

Before you start this procedure, you need to consider the below-listed points:

  • Make sure that the accountant’s copy of the program is compatible with the QuickBooks Desktop version. 
  • The changes will not be imported to the client’s version of the QuickBooks application if the changes are made using features that are not present in the client’s QuickBooks. 
  • Upgrade your file when opening an Accountant’s copy in the newer version of the QuickBooks application. 
  • When the client and accountant are using the same version of the QuickBooks Desktop application, it makes the best import. 
  • If not the same version, a gap of one year between the versions of QuickBooks also works fine when it comes to importing the Accountant’s changes in QuickBooks. 
  • You need to set the dividing date to define the fiscal period. The accountants can make the modifications only if they fall on or before the dividing date. 
  • Contrarily, the clients can only work on the file that falls after the dividing date to ensure that no overwriting is done on the applied changes. 

How To Import The Accountant’s Changes?

Now that you know these important considerations let’s proceed further and perform the steps to import the accountant’s changes into the QuickBooks application. The below-listed steps can help: 

  • Before beginning the import process, create a backup of your company file to prevent any loss of data due to some unfavorable outcomes. 
  • If you are using the Enterprise version of the QuickBooks Desktop, turn off any Advanced Inventory features you’re currently using. 
  • You can turn it on later once the import procedure is done. 
  • Now, within the QuickBooks Desktop application, navigate to the File menu and select Send Company File. 
  • Thereafter, you need to select Accountant’s Copy and then Client Activities.
  • If the accountant sends the changes in an Accountant’s Changes file, you need to select Import Accountant Changes from the File.
  • Now locate your file using the browse option and make sure that the file has a.QBY extension.

“Note: If the Accountant’s Copy File Transfer Service is used by your accountant, you need to select the import Accountant’s Changes from the Web.”

Review The Changes In the Accountant’s Copy Of The QuickBooks

Proceeding further, you need to review the changes your accountant has made to your company file. It is an imperative task to ensure the accuracy of your financial data. When the changes are Import Accountant Changes In QuickBooks, QuickBooks Desktop adds them automatically.

You need to check if it does not cause any conflict with the recent changes you have made. If there is an issue, you need to talk to your accountant. Review the changes by following the below-given steps:

  • Now that you are all set to import the changes, select Incorporate Accountant’s Changes to start the procedure. 
  • In case you don’t wish to import their changes, just click on the Close button.
  • Moving ahead, select OK to confirm the changes made by your accountant and close any open windows.
  • In the end, select OK and Close again. Here, the program will create another backup of your company file.

To conclude this task, update the closing date and password based on the changes made by your accountant. If you want it to review later, open the folder containing the QuickBooks company file and perform the procedure. You may locate all the changes within a PDF having those changes listed in it.

Issues Related To Accountant’s Changes Import

Sometimes, when Import Accountant Changes in the QuickBooks Desktop application, you may face multi-faceted errors. The list may include the following: 

  • QuickBooks is unable to import the accountant’s changes. 
  • The Import Accountant’s Changes from Web/File option is not available.
  • QuickBooks is not responding. 
  • A different Accountant file is used for data import than the one created for implementing the accountant’s changes import.

In such a condition, you need to follow the below-given solutions: 

Solution 1: Make sure that the company file you have opened is correct and is not upgraded.
  • You need to ensure that the opened company file has the “Accountant’s Changes Pending” option at the top of the screen. 
  • In case the right file is opened but does not have the “Accountant’s Changes Pending” option at the top, apply the changes manually to get the task accomplished. 
  • If an upgraded version of the company file opens, restore the backup saved before the upgrade process. Confirm that the accountant’s changes are still pending. 

Also Read – How To Fix QuickBooks Error QBWC1085?

If the upgrade process using the right company file, which is also not upgraded, is unable to complete, you need to move to the next solution. 

Solution 2: Save the files locally

If you have opened the right company file and that too is the same version of it, you need to copy the Accountant’s Changes file to your local drive from a USB flask or server drive. If you are still experiencing trouble with the file import, try the next solution. 

Solution 3: Send the Accountant’s copy using a different procedure

If none of the above-described procedures help in importing the accountant’s changes, you need to use a different method to get the job done. In case you have used the Accountant’s Copy File Transfer service, you may send the changes using a CD, email attachment, or USB flash drive.

If you are having trouble importing the changes, make sure that your company file is not damaged. 

Final Words!

Navigating through this full blog will help you how to import accountant changes in QuickBooks. Also, you can follow the troubleshooting procedures discussed in this post on having trouble with the import of the accountant’s changes to your data file. However, if you need professional assistance to save time, we have got you covered. Our QuickBooks experienced team can guide you with the relevant steps and get it done with the utmost ease.

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