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How to Delete a Budget in QuickBooks 
QuickBooks

How to Delete a Budget in QuickBooks

April 5, 2023

Have you ever been stuck with an issue where you have accidentally constructed a budget for the previous year instead of the current one? Are you also looking for a way to delete a budget in QuickBooks? If yes, stick to this blog until the end and find the step-by-step instructions to remove an extra budget created in QuickBooks unintentionally.

Budgeting is an important business task that helps forecast the business’s annual profit and loss. But, sometimes, the users must delete the budget if it’s prepared by mistake or useless. In this write-up, you will get the complete details of how to set up a budget and to delete the budget efficiently. 

Are you having issues deleting a budget in QuickBooks and needing an expert’s help? Contact us our toll-free number and clear all your queries within the least time applicable. 

Situations When The Users Need to Delete a Budget in QuickBooks

There might be certain situations when the users need to delete a budget in QuickBooks. We have described some of them in detail below; check them out. 

  • It might be possible that the budget that you have prepared doesn’t contain the appropriate values. 
  • In other cases, it might be possible that the particular budget isn’t required any longer.
  • You have made numerous mistakes while preparing the budget in QuickBooks. However, fixing those mistakes may consume more time than generating a fresh one. 

Procedure to Edit a Budget in QuickBooks Desktop 

If you trace minor issues in your budget, making small edits to it might help tackle the problem. In that scenario, it’s best to edit those issues instead of deleting the entire one. Look at the procedure below to seamlessly edit a budget in QuickBooks Desktop. 

  • Access the Company option and move to Planning & Budgeting to edit a budget. 
  • After this, go to Setup Budgets and pick the budget you wish to edit. 
  • Once you pick the budget, hit the Edit button and make the mandatory changes. 
  • End the process by clicking the Save button to retain the latest edits. 

Procedure to Edit a Budget in QuickBooks Online

Perform the instructions below to edit your budget in the QuickBooks Online edition. 

  1. Firstly, hit the Gear icon and navigate to the Tools option. 
  2. After this, choose the Budgeting option followed by the Add Budget option. 
  3. In the next step, pick the budget you wish to edit and proceed. 
  4. Thereon, tap the Action drop-down menu and click the Edit button to go further. 
  5. After making all the necessary changes, select Save > Save and Close option. 

Simple Steps to Setup Budget in QuickBooks

Go through the following steps to prepare an account-based budget for the class. 

  • To commence with, double-tap on the QuickBooks Desktop icon and then pick the Company option.
  • Soon after this, navigate to the Planning & Budgeting option and then hit the Set Up Budgets option. 
  • Afterwards, you must pick the year you wish to create a budget. 
  • Thereon, choose the type of budget which you wish to create. 
  • In the next step, include budgeting criteria and instructions for the budget. 
  • After this, select if you wish to pick it from the beginning. 
  • Next, hit the Finish option and hit the Do Your Budget option. 
  • At the end, to save the work, tap the Save button and ensure not to shut down the Set-Up window. Later on, press the Hide Plan option. 

Procedure to Delete Budget in QuickBooks Desktop Smoothly

Are you searching for the proper procedure to delete the budget in QuickBooks Desktop? If yes, then your search comes to an end. Below, we have illustrated some simple stepwise instructions to do the same. Furthermore, before you remove the budget in QuickBooks Desktop, saving a copy of the budget is recommended by printing it. 

  1. To remove the budget, move to the Company Menu Planning and Budgeting. 
  2. After this, pick the Set Up Budgets option and move further. 
  3. Now, by hitting the Budget Drop-down menu list, look for the budget you wish to remove. 
  4. If mandatory, you can also list the Class or Customer Job accurately. 
  5. In the next step, hit the Edit menu and navigate to the Delete Budget. 
  6. Thereon, pick the Yes option and then go ahead. 

Stepwise Instructions to Delete a Budget in QuickBooks Online

Go through the following instructions to delete a budget in QuickBooks Online. 

  1. Begin the process by launching QuickBooks Online on your device. 
  2. Afterwards, hit the Gear icon from the program’s toolbar. 
  3. In the next step, launch the Tools option and then move to the Budgeting option. 
  4. Furthermore, you must look for the budget that you want to remove. 
  5. Thereon, hit on the drop-down menu, which is available for the Action. 
  6. In the next step, tap the Delete option and click Yes when asked to confirm the action. 

Taking Everything Into Account …. 

Through this post’s help, we assure you that you have acquired all the essential facts regarding how to delete a budget in QuickBooks. However, you can connect with our professionals to fix the issue if you require expert opinion. They will provide you with sure-shot solutions to solve the problem instantly. 

FAQ's

Ans. Following is the procedure to delete a report in QuickBooks. 

  • Begin the process by clicking the reports section and then hit the Memorized Reports option. 
  • Afterwards, browse the Memorized Report List and move further.
  • Pick the reports that you wish to remove and select the OK button. 

Ans. To find out the location of the budget in QuickBooks Desktop, follow the steps below. 

  • From the Desktop, navigate to the Company option and click Budgeting. 
  • After this, choose the Set Up Budgets option and then update in which year you are preparing the budget. Also, you must pick the budget type. 
  • Pick any of your additional criteria, which is sorted by Customer/Job or by Class/Segment. 

Ans. By preparing the budget in QuickBooks, you can easily compile and update your business strategy. Apart from this, it has numerous benefits, which are explained below. 

  • You can make changes to your company’s information. 
  • Moreover, you can also add the projected income details. 
  • Also, you may extract the information from your current QuickBooks file if required. 

Ans. Here, we have listed the steps to delete items in QuickBooks accounting software. 

  • Initially, you must pick the items from the list you wish to remove from your budget. 
  • After this, hit the Edit option and then proceed further. 
  • End the process by tapping the Delete icon. 

Ans. if the above methods listed in this post fail to delete a budget in QuickBooks, then you must connect with our professionals via the live chat facility for immediate resolution. 

Delete a Customer in QuickBooks
QuickBooks

Simple Tips to Hide, Merge & Delete a Customer in QuickBooks

April 4, 2023

QuickBooks gives an option using which users can manage or delete a customer in QuickBooks that they don’t require any more. Doing so will help the accountants manage their books of accounts easily without any disruptions. Moreover, you can also hide the customers if you don’t want to remove it permanently. Also, they can merge the customers to avoid the duplicate entries.

However, if you are hunting for the proper instructions to hide, merge and delete a customer in QuickBooks, we advise you to read the entire post. 

Want to get immediate help to delete a customer in QuickBooks? Call us @1855-603-0490 and have a conversation with our professionals for instant help. 

Reasons Why You Need to Delete a Customer in QuickBooks 

QuickBooks allows its users to add numerous customers to their QuickBooks contact list. However, in certain circumstances, users need to delete some customers that are not in use. There are two different instances when you wish to delete the users. 

  • When you have to add a new contact to your QuickBooks list, the old contacts occupy a lot of space.
  • Delete the customer when you wish to sort your contact list by deleting the unwanted or duplicate contact from the list. 

Stepwise Instructions to Hide a Customer in QuickBooks Desktop 

Despite having the option of deleting the customers, you can make the process much better by hiding them. It is so because when you hide the customers, you can still store that file. But once you delete it, the records of the customers will be permanently removed. Thus, it is best to hide the customers so that if you need them in the future, you can make it into use. 

  • Firstly, sign in to your QuickBooks Online account.
  • Move towards the Customer Center option, which is present at the top of the screen. 
  • Afterwards, select the Customer and Job present on the left side.
  • Once you get the customer’s list, tap on the customer’s name twice that you wish to hide. 
  • Thereafter, you must opt for the “Customer is Inactive” option. 
  • End the process by tapping on the OK button. 

Stepwise Instructions to Merge Customer in QuickBooks Online 

There might be certain instances when you add the same contacts twice in your records. As a result, these duplicate entries might occupy  unnecessary space. Therefore, by merging the customers in QuickBooks, you can vacant the space while maintaining the proper contacts in the list.

  • Firstly, sign in to your QuickBooks Online account and select the “Customer Center” option. 
  • Afterwards, locate and hit the highlighted “Customer and Job” tab from the left pane.
  • Once you get the customer’s list, tap on the customer’s name twice which you need to remove.
  • Go to the Edit menu, and you can change the customer’s name you want to use. 
  • At last, hit the OK button followed by Yes to accomplish the process. 
  • Different Methods to Delete a Customer in QuickBooks 
  • Here, we have mentioned different methods to delete a customer in QuickBooks. 

Method 1: Moving to the Customers Details Tab 

  • Primarily, launch QuickBooks Online and choose the Sales tab from the left panel. 
  • Soon after this, navigate to the Customer tab, followed by Customers. 
  • After tapping on the customers, hit the Customers Details tab and click the Edit menu. 
  • Following this, tap on the Make Inactive button and the Yes option to confirm your deletion action. 

Method 2: Using the Batch Action Button 

  • Initially, launch the QuickBooks Online application and tap on the Customers tab.
  • After this, you must tick mark the checkbox beside the customer’s name that you wish to delete. 
  • Now, hit the Batch Action drop-down menu and choose the Make them inactive option. 
  • At last, choose the Yes option to give consent for the action of deletion. 

Method 3: Remove Multiple Customers in QuickBooks 

  • Firstly, you must sign-in to the QuickBooks Online account. Then, tap on the Sales option present on the left side. 
  • After this, move to the Customers tab and mark the box beside the name of the customer you wish to delete. 
  • Furthermore, tap the “Batch Actions” drop-down menu and opt for the Make Inactive option. 
  • Now, click the Yes button when you get the pop-up on your screen. 

Method 4: Delete a Customer in QuickBooks Desktop 

  • Initially, move to the Customer Center and tap the Customer and Jobs option. 
  • Consequently, it will launch the list of customers that are included in QuickBooks.
  • You must pick the customer’s name you wish to remove from your records. 
  • Next, hit the Edit option and tap on the Delete Customer Job. 
  • Eventually, it will remove the customer from the records permanently. 
  • Based on the number of customers you wish to delete, you have to apply the same process. 

Summing It Up!!

With this informative post’s help, you can easily hide, merge & delete a customer in QuickBooks. However, if you face issues while removing the customer, contact our professionals for instant help. Otherwise, you can mail our experts and obtain proper instructions to fix the issue.

Track Job Costs in QuickBooks Desktop
QuickBooks Desktop

How to Track Job Costs in QuickBooks Desktop

April 3, 2023

Job costing is the process of identifying your expenses for a job and comparing those costs to your revenue. Moreover, using the QuickBooks Job Tools, one can identify how much money one utilizes and generate for each job. However, if you also want to track job costs in QuickBooks Desktop, you must go through this entire post. 

Need expert’s help to track job costs in QuickBooks Desktop? Call us at @+1855-603-0490 and get your issue resolved within the shortest time possible.

Simple Procedure to Track Job Costs in QuickBooks Desktop 

Here, we have discussed some simple steps to track costs in QuickBooks Desktop. 

Stage 1: Assign Separate Jobs For Each Of your Customers 

If you have one job for a single customer, set it up as an individual job for that customer for better convenience. Doing so will let the businesses monitor their income and expenses on a job-by-job basis of the customers. Thus, it will make your bookkeeping process much more convenient when you assign another job to that particular customer in the future. 

Stage 2: Allocate All Your Expenses With Your Jobs 

To obtain a clear job cost picture, check that you have included all your expenses with your jobs. Also, you must pick the proper job from the “Customer: Job” column whenever you wish to include the bill, check, or timesheet. 

1. For Billable Time:- 
You have to report the total number of hours you have spent on the job using either the weekly timesheet or a single activity entry. After this, allocate the hours to the customer or job, and then every entry will be checked automatically within the Billable column on the form. 

2. For Job-Related Purchases:- 
You can utilize the bill, check, or credit card charge to report the purchases in your books of accounts. Also, you must include all the items or services you bought on the Items tab. Moreover, verify that you have allotted each item or service to the customer or job within the Customer: Job column. 

3. For Overhead Expenses:- 
You can assign the overhead expenses to specific jobs of the customers. However, if you wish to make any relevant changes to your company file, having a conversation with your accountant is a must. 

4. For Mileage:- 
You can record the Mileage within the Enter Vehicle Mileage window. If you wish to edit the amount of this expense, you can modify the same on your invoice. 

5. For Other Expenses:- 
You can make use of checks, bills, or credit card charges to report these expenses. After this, you must include every expense appropriately on the expenses tab. Apart from this, in the column of Customer: Job, check that each expense is allotted to the customer or job appropriately. 

Stage 3: Add Your Estimates Within QuickBooks Desktop 

  1. The QuickBooks Desktop lets you establish the estimates inside or outside the application. However, you can only report the summary estimates into QuickBooks if you want to generate estimates with spreadsheets or outside a program. 
  2. On the other hand, if you generate estimates outside of QuickBooks but prepare invoices in QuickBooks. In that scenario, you can include the details of your invoice within the Create Estimates Window and turn your estimates into invoices. 
  3. Moreover, you can also make use of some job costing reports without listing the estimates in QuickBooks Desktop. However, adding the estimates in QuickBooks enables you to utilize full range of job cost reports to verify that your project budget is on track. 

Note: If you have added time & expenses on estimates, timesheets, or bills, you must pick any option to shift to an invoice. 

Stage 4: Generate Accurate Invoices 

  • You must check that you have picked the appropriate Customer: Job while preparing invoices. 
  • On the other hand, if you want to generate an invoice outside QuickBooks, you must add every invoice summary into a program. Doing so will add revenue to the Job Profitability Reports. 
Stage 5: Operate the Job Costing Reports

Using the Job Costing Reports, you can recognize which job is beneficial for you and which is not. Moreover, it helps make better estimates and evaluate how well every job is financially going on. Also, it helps determine which job is problematic for you before it gets too late to be saved. 

You must perform the stepwise instructions below to analyze various job reports. 

  • Initially, you must opt for the Reports menu. 
  • After this, you must choose the Jobs, Time & Mileage. 

You can obtain various job costing reports using the steps below for the QuickBooks Premier Contractor Edition and Accountant Edition. 

  • Navigate to the Reports menu. 
  • Next, you must opt for the Industry Specific followed by Contractors Reports. 

Ending Note!!

The blog above has covered the complete instructions to track job costs in QuickBooks Desktop. However, if you still have difficulty monitoring your job costs, consult with our professionals anytime via the live chat facility. Otherwise, you can also mail your query and get proper instructions to resolve your issue within no time.

Gear Icon in QuickBooks
QuickBooks

Where is the Gear Icon in QuickBooks?

April 3, 2023

QuickBooks software is designed with the advanced user interface. If you are talking about a gear icon, it contains all transactions. Move yourself to read out in detail about four different options of a Gear icon. QuickBooks software is used to manage business accounts, payroll systems, bills and taxes of small and medium industries.

1. Setting

Setting in the Gear icon is used to make adjustments in the program or hardware. Gear Icon has the setting feature to operate QuickBooks software efficiently with a QuickBooks Desktop. Templates can also be customized with updated company information through Setting. You can also modify the field required for transactions.

2. List

The list is given in gear icon to identify the recurring transactions lists. Various options are available in Gear Icon to take out the transactions list where you can edit or modify the missing details as you require.

3. Tools

The tool is available near the Setting and List options. By default, if bank reconciliation or a budget set-up is incorrectly done, the tool option can be an advantageous solution for it.

4. Company

This option is typically used for managing users and setting-up QuickBooks accounts.

Where Do You Find A Gear Icon if it Disappears?

It sometimes happens that you can’t find a Gear Icon in QuickBooks software after searching it out over the desktop. A Gear Icon disappearance is caused because of a change in QuickBooks features. To get it back, hit the refresh button F5 to refresh QuickBooks page.  If an issue still exists, you must call QuickBooks customer support to fix this problem.

Steps to Get Back A Gear Icon in QuickBooks?

After going through the below steps, you can find a gear icon in QuickBooks.

  • First, open QuickBooks online in Incognito Window
  • Apply few shortcuts to open the various browser in an incognito window
  • Microsoft Edge/Internet Explorer –  Ctrl+Shift+P
  • Google Chrome –  Ctrl+Shift+N
  • Safari –  Command+Shift+N
  • Mozilla Firefox –  Ctrl+Shift+P
  • Be sure to check that a Gear Icon came back or not in QuickBooks. If not visible, then clear all the caches and cookies available in a browser unnecessarily.

How to Clear Caches to Resolve the Gear Icon Disappearing Issue?

You should also clear browsing history data with caches and cookies saved in your browser. This problem might have caused a Gear Icon to be invisible in QuickBooks. The steps mentioned below are for deleting all the caches and cookies in Google Chrome and Internet Explorer.

Internet Explorer

  • Open the ‘Internet Explorer’ and go to ‘Settings’
  • Press at the ‘Settings’ tab first and then click at the ‘More Options’ tab
  • Next, select ‘Privacy and Services’ option
  • Press at the ‘Clear Browsing Data’ tab
  • Choose Data according to the time range and then press the ‘Trash’ symbol to delete it finally.

Google Chrome

  • Open ‘Google Chrome’ in the system
  • Navigate browser ‘Settings’
  • Press at ‘More Options’
  • Now, hit at the tab ‘Clear Browsing Data’
  • A box is displayed on the screen and selects the data by tapping ‘All’ options.
  • Check the data you want to delete
  • Finally, press at the ‘Clear Data’ option

You must follow the above steps to get back the invisible Gear icon in QuickBooks. Still, the gear icon is not displaying; you must use the tricks and tips explained on call by a technical expert by dialing helpline number and refresh the page to find a Gear Icon in QuickBooks.

Read Also : QuickBooks Errors Codes

QuickBooks won’t accept product number
QuickBooks Error

How To Fix QuickBooks Won’t Accept Product Number

March 29, 2023

Many times, QuickBooks users face several issues while installing the accounting software, which might interrupt the ongoing work. One of them is QuickBooks won’t accept product number during installation error that mainly triggers when entering the wrong product or service key. As a result, users fail to install the QuickBooks Desktop, hampers the overall business accounting tasks. 

However, it is beneficial to figure out this issue to continue installing QuickBooks without interruption. In this comprehensive guide, we have covered all the essential facts required to fix the QuickBooks won’t accept product number error. 

Getting issues while resolving QuickBooks won’t accept product number during installation error? Call us at @ +1-855-603-0490 and speak with our experts to resolve your issue within the shortest time possible. 

Reasons Why QuickBooks Won’t Accept Product Number During Installation 

It is the utmost responsibility of the users to understand the root cause of the error so that they can easily troubleshoot this error. To make you updated regarding all the possible causes, we have listed some of them below. 

  • You might be adding the incorrect QuickBooks Product Key. 
  • There might be some issues with the system’s date and time settings. 
  • Sometimes, it may occur when your device couldn’t meet the basic system requirements to run the QuickBooks software. 
  • Another reason may be insufficient admin permissions to log in to your device. 

Simple Procedures to Fix QuickBooks Won’t Accept Product Number During Installation Error 

You can apply the resolution methods below to overcome the QuickBooks won’t accept product number during installation errors. Ensure you apply the instructions in the same manner as written below to avoid further discrepancies. 

Procedure 1: Insert the Appropriate Product Number 

Users might often end up with this error when they have added the wrong product/license key. In this scenario, it is advised that one must cross-check the license key and check that the Caps Lock Key is off while inserting the license number. However, if you are typing the appropriate product key, proceed to the next troubleshooting step.

 Procedure 2: Verify and Modify the Correct Date and Time

 You must reach the screen’s bottom right corner and look for the system’s time and date. If it is appropriate, then proceed to the next resolution method. Otherwise, you must set the correct date and time from the system’s settings using the steps below. 

  • Into the bottom right corner of the screen, right-click on the time shown on the Windows taskbar. Then, you must opt for the Adjust Date/Time.
  • Now, you must determine whether the system’s time and date are appropriate. If not, hit the Date & Time tab and set the time and date. 
  • Once you have made the relevant changes, select the Apply button followed by OK.
  • After this, move to the QuickBooks Help menu and choose Activate QuickBooks.
  • Next, pick the highlighted Begin Activation option.
  • Finally, add the correct validation code and hit the Next button to accomplish the process. 

Procedure 3: Get the Latest Version of QuickBooks Installed

Sometimes, users might face installation errors in QuickBooks while using the obsolete version of the accounting software. So, updating it to the newly launched version is mandatory to resolve the issue.

  • To commence with, exit from all the applications running in the background, including QuickBooks.
  • After this, tap on the QuickBooks icon from the desktop, right-click on it, and opt for the Run As Adminsitrator option. 
  • Move to the Help menu from the upcoming No Company Open window.
  • Furthermore, click on Mark All > Save > Update Now button.
  • Now, you have to place the checkmark beside the Reset Update checkbox.
  • Proceed further by choosing the Get Updates option. 
  • Finally, close and reopen the QuickBooks to verify whether the issue is resolved. 

Procedure 4: Generate A New User With Proper Admin Rights 

  • Initially, move to the Start menu and opt for the Setting tab, followed by Accounts.
  • You must choose the Family & Other Users option within the Accounts column.
  • After this, click on Adding Another User and then Add an Account.
  • Verify that you have marked the Addition of a user without a Microsoft account checkbox. Moreover, you must also select the option that gives you the surety that you won’t have user’s login details.
  • Once it is over, include the correct username and password. 
  • Tap on the Next button to proceed and relaunch your device with the newly created account. 
  • Next, try installing QuickBooks with the product key and check whether your issue is resolved. 
Procedure 4: Perform the Clean Installation of QuickBooks 

If the above-listed procedures cannot resolve your issue, all you have to do is uninstall and install the QBDT again. For that, you must go through the following instructions given below. 

  • Firstly, you have to uninstall the QuickBooks Desktop. For that, you must go to the Start menu.
  • Insert “Control Panel” within the search area and hit enter key to open it.
  • Opt for the Programs and Features or Uninstall a Program option in the following screen.
  • Now, you must pick the version of QuickBooks you currently use from the available options.
  • Once you get your QBDT version, right-click on it and click the Uninstall/Change option. If this option isn’t visible, log out and log in back into your Windows user account with the correct login credentials. 

Wrapping It Up!!

We hope you have found this blog useful in overcoming the QuickBooks won’t accept product number during installation error. However, if you are still experiencing the same issue, consult with our highly-skilled professionals. You can connect with our expert team either through the live chat facility or by sending a mail regarding your query to them.

Create and Record checks in QuickBooks
QuickBooks

Explaining How To Create and Record checks in QuickBooks Online

March 24, 2023

Create and Record Checks in QuickBooks the checks for your expenses is mandatory so that you can properly organize the checks in QuickBooks. The users are supposed to add a check in QuickBooks whenever they purchase with a hand-written check or they wish to print a new check. As a result, it will help in keeping your account updated and all your business transactions for which it is accounted. 

Further, go through this complete blog carefully to know the complete information to create and record checks in QuickBooks Online. 

Having trouble while trying to create and record checks in QuickBooks Online? Give us a call at @+1855-603-0490 and have a one-to-one consultation with our experts for quick assistance. 

Why Is It Necessary to Print Checks in QuickBooks Online?

Nowadays, most small and medium-sized businesses prefer to make the payments by check. There are multiple other reasons why users have to print checks in QuickBooks Online. To know about all of them, read the pointers given below. 

1. Large Purchases: 
There are most people won’t prefer to transfer a large amount of money electronically due to the high risk of fraud. Therefore, they prefer to make payments for expensive items through checks. 

2. Security:- 
It has been seen that making the payment electronically is not the safest mode. Whereas, giving the third party a check will help you in giving the surety that payments from both sides are valid. 

3. Timing:- 
For instance, you don’t have cash in hand and you don’t want to utilize the credit. In that scenario, making the payment through the check will give you more time to get the arrangement of the money. This is so because many financial institutions may take up to 2 to 3 working days to clear the check. 

4. Proof:-
By making the payment through the check, you can have the proof of purchase as sending money electronically won’t have any proof. Moreover, you have to represent the canceled check or a picture from an online banking page for giving proof of payment. 

Stepwise Instructions to Record Or Create a Check in QuickBooks Online

Go through the following instructions enumerated below to record a handwritten check in QuickBooks. Moreover, you can also implement these steps to edit and print a brand-new check. 

  • In the beginning, click on the + New option followed by the Check option. 
  • After this, select the Payee option from the drop-down menu. 
  • Now, you are supposed to click on the Bank account drop-down menu and pick the account from which you withdraw money. 
  • Fill in all the mandatory details in the check fields that you require. 
  • Next, choose the Print Check option if you wish to launch the check queue to print now. Otherwise, mark the checkbox next to the Print Later checkbox if you desire to print the check later on. 
  • Tap on the highlighted Save and Close option to exit from the check window. Otherwise, navigate to the Save and New option if you wish to establish another check. 

Note: If you opt for the Save option, it will add the check to your bank register but only send it to the print queue when you choose the Print later option. 

However, if you have made any mistakes while creating the check in QuickBooks Online, you can void a check. Apply the instructions given below to accomplish the process. 

Steps to Void a Check From the Check Page 

Voiding a check through the Check Page will allow you to examine the information regarding the original transaction. 

  • Begin the process by clicking on the Bookkeeping > Transactions > Expenses option. Otherwise, opt for the Expenses option. 
  • Go to the Filter option and then pick the Check option from the Type field. 
  • You must pick the date range in which you obtained your check and hit the Apply button. 
  • Choose the check that you wish to void from the Expense Transaction list to launch it in the Check screen. 
  • After this, opt for the More option and then pick the Void option from the pop-up menu list. 
  • Hit the Yes option to give the confirmation that you want to void the check. 

Detailed Procedure to Print Your Check in QuickBooks Online 

For instance, if you are recording the hand-written check then after saving the check you are all good to go. Whereas, if you have opted for the Print Later or the Print Check option, it means that you can print the checks from the print queue instantly. For that, you must implement the below-listed steps appropriately. 

  • To commence with, move to the + New > Print option. 
  • Now, you are supposed to insert your check into the printer appropriately. Tip: You can initiate the test print on plain paper to verify the alignment so that your checks won’t get wasted. 
  • Choose the checking account from which you have generated the check from the dropdown menu. 
  • Within the field of Starting Check. No, add the check number of the first check within your printer.
  • Tick mark the checkbox present beside every check that you want to print.
  • Moving ahead, opt for the highlighted Preview and Print option.
  • If you see that everything is right, go for the Print option to proceed further. 
  • After this, if you are able to print the checks properly, choose the Done option. 
  • On the other hand, if you won’t be able to print the checks properly, tap on some checks that need a reprinting option or keep checks in the Print checks list. 

Summing It Up!!

Through this post’s help, we hope you have gained immense knowledge regarding how to create and record checks in QuickBooks Online. However, if you need any additional help you can get in touch with our experts anytime through live chat.

payroll liabilities
QuickBooks

How to Zero Out Payroll Liabilities in QuickBooks

March 17, 2023

Do you have a tendency to over-renumerating your taxes? Not to worry anymore. As a taxpayer, most of us make mistakes when it comes to computing our taxes. If you are using QuickBooks for paying your taxes, it is required to zero out payroll liabilities in QuickBooks so as to get over any inaccuracies in the payment of taxes. In simple terms, liability is the particular taxation amount of the employees that are supposed to pay them by their company or organization but they didn’t receive yet.

The payroll liabilities balance report comprises information regarding the payroll items allocated to a liability account, deductions, and many other company contributors. In this write-up, we’ll unwrap all the relevant details related to the same so stay tuned till the end.

What do you understand by Payroll Liabilities?

Just like other types of liabilities, Payroll Liabilities are the amount that you don’t pay to your employees; however you owe it to them. This contains a specific amount of payroll taxes that are supposed to pay by the employees.

Some instances of payroll liabilities are as follows: 

  1. 401 (K) contributions
  2. Union dues
  3. Garnishments used for child support 
  4. Health Insurance Contributions 

Why is it required to zero out payroll liabilities in QuickBooks?

There are some primary factors that necessitate zeroing out of payroll liabilities in QuickBooks; a few of them are enumerated below: 

  1. You might need to zero out liabilities in case the workers are no longer receiving checks.
  2. Zeroing out payroll liabilities is imperative when you plan to make adjustments to the Health Savings Account covered by the commitments of the company to its employees.
  3. When the employee compensation equals the net estimated compensation, zeroing out is also a must.
  4. The compulsion of Paying all the liabilities makes zeroing out an inevitable process. 

Reasons that take place while reconciling payroll liabilities in QuickBooks! 

Whenever you try to reconcile payroll liabilities in QuickBooks, you may end up with some technical glitches due to certain causes. Here’s what: 

  1. If the employee has received more than the original payroll amount, you may have to deal with some errors while reconciling payroll liabilities. 
  2. Another reason if an error message pops up like “The file cannot be installed” or “It seems that you are going to pay your Payroll Liabilities”, it might trigger issues while reconciling payroll liabilities. 
  3. When you notice your particular bank account is seeming perfect, but actually, it’s not, causing issues when you reconcile payroll liabilities.
  4. The QuickBooks application version you are using is outdated, leading to reconciliation issues. 

Steps to zero out payroll liabilities in QuickBooks!

Below are the instructions to zero out payroll liabilities in QuickBooks to be followed:

  1. To start off, you have to navigate to the payroll center and then add a checkmark against payroll liability for which the payment was already made through cash or check.
  2. Now, hit the pay/view tab. It opens a liability check-up.
  3. Choose Expense and head to the account dropdown menu and then click on the expense account you select while recording the payment.
  4. After this, in the amount field, you must enter the negative value amount equal to the liability value.
  5. Hit the recalculate tab, which will make the payroll liabilities amount zero, and then tap on save and close to wind up.

Learn the process to adjust your payroll liabilities!

When your payroll liabilities are incorrect, you’ve to create a payroll liability to fix them. Let’s see how: 

  1. In the beginning, navigate to Employees and Payroll Taxes then Liabilities. 
  2. Next, click on Adjust Payroll Liabilities.
  3. Under the Date and Effective Date fields, choose the last paycheck date of the affected month or quarter.
  4. Tap on Employee Adjustment to correct your employee’s YTD info in the Adjustment is for section and then select the employee’s name. Ensure to do this even if the item being adjusted is a company-paid item.
  5. After this, select the payroll item you want to adjust under the Item Name column.
  6. You must enter the Adjustment Amount.
    • If the item is under-withheld, you have to write down a positive amount to increase. 
    • However, in case the item is over-withheld, type a negative amount to decrease.
  7. Type the amount under the Income Subject to Tax column if you’re in need to make a wage base adjustment.
  8. Moving ahead, enter a note about the adjustment for reference under Memo. 
  9. Choose the Accounts Affected and then hit the OK tab.
    • Tap on Do not affect accounts to leave balances untouched for the liability and expense accounts. The adjustment will only edit the year-to-date amounts on your payroll reports.
    • Opt for the Affect liability and expense account if you want the transaction to reflect in the liability and expense accounts.
  10. Press OK to close the Affect Accounts window.
  11. At last, click Next Adjustment if you have additional employees to enter an adjustment for. Else, select OK to save the changes.

Summing-up!

As we discussed above, liability is the money you owe someone but haven’t paid them back yet. If payroll liabilities reports show up incorrect accounts then it is important to zero out payroll liabilities in QuickBooks. Hopefully, you’re now able to do so after going through all the instructions provided over here. But if still you get stuck somewhere and need a straightforward solution to all your problems then don’t hesitate to connect with our QuickBooks helpdesk team who will surely guide you through the entire process.

What to do If Customers Can't Pay Their Invoices Online
QuickBooks Desktop

What To Do When You Can’t Pay Invoices Online?

March 17, 2023

QuickBooks is an outstanding tool that can help you streamline your cash flow management, send invoices to your customers and get paid. Besides, you can send customer-tailored invoices online. The timely payment reminders can prevent you from chasing after your customers for the payment. 

You can simply send an invoice email. When the customers open the email and click on Review and Pay or Pay invoice, it takes them to the invoice and they can pay it directly from there. They can choose to pay by credit card or ACH bank transfer based on how you have configured the payment options. Sometimes, your customers run into an error when making the payment for an invoice. In such a case, this post can help you in the error resolution. Let’s understand how! 

Various Instances of The Payment Errors with Their Resolution

There are various instances when your customers may not be able to make payment for the invoices. Below are some of the main instances of these errors along with their troubleshooting solutions: 

1: Pay Now Button Is Missing in The Invoice Email

Payment processing is an add-on feature enabled through QuickBooks Payments. If this feature is missing in QuickBooks, you can send invoices via email, but your customers may not be able to make payment directly through this invoice. If you have this feature, you need to ensure that the QuickBooks Payments feature is enabled. You may access this feature both in QuickBooks Online and QuickBooks Desktop. You may reach out to a reliable QuickBooks support number if not sure how to turn QuickBooks Payments on. 

2: Customers Get an Error Message When Making Payments

Sometimes, customers get an error message when making the payment. In such a case, they need to perform the below-given steps: 

  • If you are getting an error message when making the payment, clear your web browser cache. 
  • Once done, right-click on the Review and Pay button from the invoice email and copy the URL. 
  • Now open a web browser and paste the link into the address bar. 
  • If the link doesn’t open, switch your Internet browser. 
  • Try to make payment using Chrome, Internet Explorer, Safari, or Firefox browser, as QuickBooks Payments work best with these internet browsers.
  • Make sure that the browser you are using is updated to the latest version for effective cash flow management in QuickBooks.

3: When You Don’t Know How to Make Partial Payments 

If you are not sure how to make partial payments for an invoice from the payment page, follow the below-given steps: 

  • Open the invoice mail you have received in your mailbox and then select Review and Pay. 
  • Next, click on the Pencil icon to edit the Payment Amount. 
  • Now enter the partial amount you want to pay.
  • Now fill out the other required fields and select Pay. 

Note: Partial payments are not available when your vendor requests a deposit on an estimate. 

4: When Customer’s Credit Card Gets Declined When Making Payment

Sometimes, when your customers try to make payments, their credit cards get declined. In such a case, you need to understand the possible reasons behind the error. The two main reasons are stated in the below-given list: 

  • When the information entered by a customer does not match the bank. Verify that the entered information is correct and then make the payment for the invoice. 
  • If the payment amount exceeds the maximum limit of the credit card specified by the card issuer or bank. It would be better if you check the limit before proceeding any further with the payment process. 

In the End! 

The solutions explained in this post can help you make full or partial payments against the invoices without getting an error. However, if you are still getting errors or unable to make a payment due to a technical unease, get in touch with us by dialing our QuickBooks support number. The experts will help you with prompt support in streamlining your cash flow management. 

How to convert Quicken data into QuickBooks Desktop
QuickBooks

How To Convert Quicken Data into QuickBooks Desktop

March 6, 2023

Users often convert Quicken data into QuickBooks Desktop to access the accounting application’s enhanced features. But, the users don’t have a clear vision of how to do so. So, to make it more convenient and easier for you, we have described the detailed steps to convert Quicken data into QuickBooks Desktop. We suggest you to read this article properly to gain in-depth information. 

Got stuck while trying to convert Quicken data into QuickBooks Desktop? Ring us at @ +1855-603-0490 and connect with our dedicated professionals to overcome the issue immediately. 

Also Read – QuickBooks already has A Company File Open Issue

Points You Must Remember Before convert Quicken data into QuickBooks

Below, we have illustrated some key points you must remember while proceeding with the conversion process.

  • Once you have converted the Quicken data to QuickBooks, it can’t be reversed. So, you must be sure before converting the data from one application to another. 
  • Another important thing is to prepare the backup of the Quicken data that you need to convert. So, if the data gets affected during conversion, you have a duplicate file copy. 
  • For instance, if you are accessing Quicken software on a Mac device, you first have to convert the Mac files to Windows. This is so because only the Windows files in Quicken are converted into QuickBooks software. 

In What Circumstances You Can Utilize Quicken Converter 

Quicken Converter is used to convert data from one accounting software to another. Down below, we have listed some of the instances when you can utilize the Quicken Converter, which is as follows;

  • You can utilize the Quicken Converter if you are migrating from a Quicken version that is not equivalent to the QuickBooks Desktop version you are using. 
  • Moreover, you may also skip accessing the Quicken Converter and convert directly to QuickBooks via Conversion Utility while using the Quicken version equivalent to your QuickBooks version. 
  • Apart from these, it is not feasible for the users to convert the Quicken data to QuickBooks through Quicken Converter or the Conversion Utility. This is so because the Mac files won’t get converted, so you have to convert them into Windows files first. 

Also Read – How to Reset QuickBooks Admin Password

Stepwise Instructions to Convert Quicken Data Into QuickBooks Desktop Data 

Are you unaware of the steps to convert Quicken data into QuickBooks Desktop? Worry Not!!. Instead, look at the instructions below to do the same. 

Stage 1: Through Quicken Converter

First Step: Get the Latest Version of Quicken Converter Download

Before utilizing the Quicken Converter Tool, check that you haven’t installed another version of it on your device. If you are already accessing the older version of it, then first you have to uninstall it from your device and then download the latest one. The users are supposed to download the most recently launched version of Quicken Converter that tallies with the version of QuickBooks Desktop you are accessing. 

Second Step: Install the Recently Downloaded Quicken Converter and Convert It. 

  • In the beginning, open the downloaded Quicken Converter on your device and hit the Next button. 
  • After this, mark the “I accept the terms in the License Agreement” and proceed further.
  • To initiate the Quicken Converter installation, tap Next, followed by the Install option. 
  • Choose the highlighted Launch Quicken Converter and select the Finish option. 
  • Following this, opt for the Open a data file located on this computer and choose Select File.
  • Now, search for the Quicken file (.QDF) and opt for the OK button. 
  • Afterwards, navigate to Convert it! option and then hit OK.
  • Finally, to get your new Quicken Data File (.QDF), tap on the Save option > Exit. 

Also Read – Resolve QuickBooks Error 6147

Stage 2: Search for the .QDF not .QFX file 

The Conversion tool generates a .QFX file (which isn’t used during conversion). Also, it prepares the .QDF file, which is the file that you wish to convert. So, for that, you have to search for the upgraded .QDF file from the folder named Q18Files or Q17Files. You will find that the Q18Files or Q17Files have the exact location of your original Quicken file. Apart from these, .QDF file also consists of the exact name as your original Quicken file. 

Detailed Steps to Convert the Quicken Data into QuickBooks Desktop Via Conversion Utility 

  • To begin with, navigate to the File menu and hit the Utilities option. 
  • After this, go to the Convert option followed by From Quicken option.
  • You must pick the Quicken file (.QDF) you wish to convert.
  • Soon after this, you will see that the Conversion Utility will assist you with the remaining conversion steps. 

Note: For instance, if you want to obtain any additional details regarding the Conversion Utility, hit the F1 key. After this, open the Help window in QBDT and include “Convert from Quicken”. 

Ending Words!!

Hopefully, we assure you that you have gained immense knowledge on converting Quicken data into QuickBooks Desktop. However, if you still get stuck at any point while converting the data, you can get help from our professionals through the live chat facility. 

Open A QuickBooks Company File
QuickBooks

How to Access a Company file located on a Remote Computer?

March 5, 2023

Many times the users might get confused regarding the proper procedure to access company files located on a remote computer. Worry Not!! In this comprehensive post, we have discussed all the relevant facts required to launch the data file placed on the remote computer. Furthermore, for the detailed procedure, we recommend you to stay in touch with this post till the end.

Didn’t have any clue on how to access a company file located on a remote computer? Call us at @+1855-603-0490, and talk to our professionals, who are available round the clock to help you in the best possible manner asap.  

What are the Advantages of Remote Accessing QuickBooks?

With the help of Remote Accessing in QuickBooks, users can easily launch their data file placed on the server computer. Doing so will help them minimize the number of hours they work weekly. Apart from this, it also offers numerous benefits, which are as follows; 

  • The users can work from sitting anywhere in the world with a stable internet connection.
  • Moreover, the best part is that you can invest some extra hours to your business even while travelling.
  • It gives you access to your account from a mobile device and the system. 
  • Additionally, you can access any company file and your client’s system outside of normal working hours. 

Also Read – How To Resolve QuickBooks Error 15217

Points You Must Consider Before Opening Data File Stored on Remote Computer 

Before proceeding further, it is essential to know a few points to access QuickBooks Desktop remotely. Let’s have a look at these points attentively. 

  • The users need to map server on the host computer as a network drive. However, if you encounter any issue in mapping the network drive via UNC, you can implement the same procedure through the Server’s IP address. 
  • Moreover, ensure you have set up computers to access the file in a multi-user environment. 
  • Apart from these, you must also set the folder where the data file is placed. 

Stepwise Procedure to Open a Company File located on a Remote Computer in QuickBooks

This blog section lists all the steps you must apply to access data files placed on a remote computer in QuickBooks. Let’s have a look at the points given below appropriately. 

Stage 1: Get The QuickBooks Database Server Manager on Your Remote Computer 

QuickBooks Database Server Manager is a utility allowing users to configure the QuickBooks server to access the multi-user environment. Thus, it is essential to download and install the QBDBMgrN if you haven’t installed it previously. For that, apply the steps written below attentively. 

  • In the beginning, download the most upgraded version of QuickBooks Desktop on your device. 
  • Soon after this, navigate to the QuickBooks File menu and opt for the Switch to Multi-User Mode. 
  • You should tap the Yes option from the multi-user hosting setup required window. 

Also Read – How To Repair QuickBooks Error Code 80070057

Note: When installing the QuickBooks Desktop, the QuickBooks Database Server Manager starts running in the background. This service might run on the computer that runs your data file even if QBDT is not already open. 

  • Afterwards, hit the Ok button on the Multi-User Setup Information window. 
  • Next, you are supposed to include the relevant users by accessing the Company and then choosing Users. Later on, hit the Set Up Users and Roles followed by the New option.  

Stage 2: Enable the Network Discovery On and Disable Password Protected Sharing (Optional)

This is an optional method, but it is essential that the server must have enabled the Network Discovery. Also, it must be evident to access the file through a UNC path easily. 

Moreover, the users might be prompted with the Network Password when you have enabled the Password Protected Sharing. In such a scenario, you can either sign-in by accessing the network password or disable the feature. 

Furthermore, you must perform this procedure on the server or host computer. Also, you must perform it on all the workstations requiring access to QuickBooks remotely over the network. 

  • In the initial stage, launch the Control Panel on your computer.
  • Navigate to the Network and Sharing Center, followed by the Change Advanced Sharing Settings option. 
  • Now, you have to expand the Profile Type you are presently using and then move further. 
  • After this, opt for the Turn on Network Discovery option under the Network Discovery. 
  • Move further by tapping on the Turn-Off Password Protected Sharing option. 
  • In the end, hit the Save Changes option to restore all the relevant changes made. 

Stage 3: Locate And Then Launch the QuickBooks Company File 

Now, users are supposed to find and open the company file once the process ends. 

  • In the beginning, move to the QuickBooks File menu and hit the Open or Restore Company option.
  • After this, you are supposed to opt for the Open a Company File option and then click the Next option. 
  • Now, you must search where you have placed your company file.
  • For Example:- If your company file is stored in Drive E, navigate to the data file name (E:) in the list. 
  • You must look for the company file with the .QBW file extension from the list. Later on, opt for the Open option. 
  • Whenever asked, you are required to add the username and password in the required text fields.  

Also Read – Resolve QuickBooks Error 6147

Summing It Up!!

With the help of this detailed post, we hope that the procedure to access a company file located on a remote computer has become simpler and easier for you. However, if you need help with any of the steps above, consult with our professionals through live chat for immediate help.

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