68 posts categorized "Troubleshooting QuickBooks"

It's Not You - QuickBooks Does Not Allow A/R and A/P in the Same Journal Entry

Ever get frustrated trying to create a journal entry to both accounts receivable and accounts payable at the same time in QuickBooks?

Can't do it.

No matter how hard you try or how many times you say please.

For whatever reason, the journal entry screen can only handle one A/R or one A/P account each time.

It's not you...

ADDITIONAL QUICKBOOKS RESOURCES

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Alternatives to QuickBooks Billing Solutions

This article will help prepare you for a potential disruption in your use of QuickBooks.

This disruption relates to the upcoming discontinuation of the QuickBooks Billing Solutions service as of July 1, 2015.

As I understand if from Intuit, all current users of the QuickBooks Billing Solutions service should have received a message similar to the one below...

DISCONTINUATION OF QUICKBOOKS BILLING SOLUTIONS MESSAGE:

This is a reminder that we have updated our QuickBooks invoicing capabilities and will soon discontinue QuickBooks Billing Solutions. We now offer eInvoicing capability for billing customers and receiving payments in QuickBooks 2015. If you are already using eInvoicing or another solution, please disregard this message.

What is changing?

The ability to send invoices through your e-mail client, send invoices by postal mail, and request online payment with QuickBooks Billing Solutions will be discontinued on July 1, 2015. Your customers may continue to pay invoices, access historical invoices and payments and you may download their invoice payments until August 31, 2015.

We have introduced new eInvoicing capability for you to bill your customers. You will no longer be charged an additional fee for the service and you can use your existing QuickBooks Payments account with your current rates to process the payments. We now offer the option of accepting ACH payments at just 50 cents per transaction. Your customers will still be able to pay you online and enjoy an updated payment experience. Learn more about eInvoicing.

What you need to do

Our records show that you have already upgraded to QuickBooks 2015 which includes eInvoicing capability. We recommend that you begin using eInvoicing as soon as possible to avoid disruption to your business.

If you choose not to use eInvoicing, you can still bill your customers by e-mailing or printing and mailing invoices to your customers. Customers can pay by sending payments through the mail or by calling your business and providing a credit card number. You will then manually enter payments into QuickBooks.

What if I have questions?

We've answered many questions in our online support center; or, you may call us at 800-268-9065.
Ending support for features is not a decision we take lightly and we apologize for the inconvenience. 

WHAT IT MEANS...

One of the key features of the QuickBooks Billing Solutions service was the ability to e-mail a customer their invoice with a payment link embedded in it. The customer could then choose to pay the invoice online by clicking the link. following the prompts and then having all that information electronically sync into your QuickBooks. All of that goes away based on their announcement.

WHAT ARE THE OPTIONS NOW?

  • If you use QuickBooks desktop 2014 or older, you will need to find an alternate solution for allowing your customers to pay you electronically (see discussion below) or upgrade to QuickBooks 2015 and then sign up for the QuickBooks e-invoicing solution. This solution is not available for any version of QuickBooks other than 2015.

  • If you use QuickBooks desktop 2015, you can sign up for the e-invoicing solution within the software or consider alternative solutions.

IMPORTANT NOTE: As of the date of this article, even if you use the QuickBooks e-invoicing solution, you can't automatically download that information into QuickBooks. There have been numerous reported cases of this not functionality not working properly.

ALTERNATIVES TO QUICKBOOKS E-INVOICING/BILLING SOLUTIONS

If you choose to go another route, here are two very solid options for you to consider to allow customers to pay you electronically and have the information automatically download into QuickBooks.

Options to consider:

DO YOU USE A DIFFERENT SOLUTION?

Are you using an electronic payment solution for QuickBooks not mentioned above?

Please drop your thoughts into the comment box below and let us know about it!

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Quick Way to Find QuickBooks Company Files

Looking for a quick and easy way to display a list of all the QuickBooks company files that are stored on your computer (or network drive)?

Here's how:

  • Click the Start button in the lower left hand corner of your screen
  • In the "search programs and files" box, type in *.qbw and hit your enter key (the .qbw is computer-speak for QuickBooks for Windows files)

Your computer will zip through the digital filing cabinet on your hard drive and report back with a list of every QuickBooks company file it finds (including the sample company files too).

Pretty slick, huh?

MORE TIPS YOU MIGHT LIKE...

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Skip the Installation CD - Download the QuickBooks Program Installer Any Time

Ready to repurpose your QuickBooks installation CD as a fancy coaster for your favorite beverage?

You really don't need the CD any longer (unless you are still using a version of QuickBooks prior to 2006)

You can download the QuickBooks installation software directly from the QuickBooks support site - once you are there, just click on "Downloads and Updates", select your version and begin the process. As of this writing, you can still obtain versions as far back as 2006 from the support site.

SO THERE IS NO CONFUSION

It is essential that you have both the license number and the product number that came with your purchase of QuickBooks. It is those two numbers that are critical to the installation. So be sure to store those in one or more locations for easy reference. Without them, your installation (or reinstallation if that is the case) will not be successful.

Your best plan of action is to simply download the installation file from the support site and then burn it to a disc or store it anywhere you like for safekeeping. That way, in case Intuit changes their mind about making this information available, you'll still have a copy of it handy.

IF YOU DON'T HAVE THE LICENSE OR PRODUCT NUMBER...

If you find the need to reinstall your QuickBooks for any reason and don't have either of these numbers, your ONLY solution is to contact the folks at QuickBooks.

This is NOT something I can help you with...sorry.

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QuickBooks 2012 Alert: Support Ends May 31, 2015

Use any of the following versions of QuickBooks 2012?

  • Pro
  • Premier
  • Enterprise
  • Accountant
  • Mac
  • POS

If so, be aware that Intuit will discontinue support for this version as of May 31, 2015.

WHAT DOES THAT MEAN?

Once the calendar reaches June 1, 2015, your QuickBooks software itself does not stop working as a result of this.

However, some very critical things within the software will stop working. Functions such as:

  • Payroll
  • Ability to e-mail invoices and other forms
  • Credit card processing
  • Other activities

Be sure and review the QuickBooks support site article that discusses their "service discontinuation policy" so you will have a full understanding of what does and does not happen at this time.

WHAT NEXT?

If you are NOT impacted by any of the activities discussed above that stop working as of May 31st, you can continue to use your version of QuickBooks as you have been.

If you ARE impacted by this policy, you will want to upgrade to QuickBooks 2015 on or before May 31, 2015 to avoid any disruptions or problems with your accounting system.

Of course, if you are using a version of QuickBooks older than 2012, the support for it stopped a while ago.

ADDITIONAL RESOURCES

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The Magic Key to Unlock QuickBooks Details

Were you aware of the secret key in your copy of QuickBooks Pro, Premier or Enterprise?

Tap the F2 key (or the CTRL + 1 combination if tapping F2 doesn't do anything) to unlock a wealth of details about your QuickBooks setup.

My video below gives you an overview of the important nuggets of knowledge buried in this secret place:

 

RELATED POSTS

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Stop Messing with Accountants' Copies of QuickBooks

  • Tired of messing with accountants copies of QuickBooks files?
  • Don't want to hassle with transporting flash drives with backup copies of QuickBooks between computers?
  • Trying to find a replacement for the QuickBooks remote access that has been discontinued?

QBox can be your solution...

SHARE QUICKBOOKS FILES

QBox software allows you to setup and share QuickBooks files with any number of other users (but only one person can use the file at a time - this is perfect for outside accountants!).

It deploys a locking technology so that is no file corruption or possiblity of conflicted copies. Only one person can enter data at a time. All others can read the data, but they can't make changes until the file is "unlocked".

Here is a quick overview of how QBox works:

 

EXAMPLES OF QBOX IN ACTION

Scenario 1: A small business uses QuickBooks and wants their accountant to be able to access the file to run reports, post entries, etc.

They could mess around with making an accountants' copy of their file and getting it to their accountant, or they could make a backup of their file and shuffle it to them too.

A better solution - simply set up a QBox account and share the QuickBooks file with the accountant (or anyone else as desired). Problem solved.

Scenario 2: You use QuickBooks in the office, but also use it on a laptop when out of the office.

Traditionally, many businesses copy their QuickBooks file between the computers via a flash drive, by using DropBox, or some other method that has a high risk of messing up critical accounting data.

A better solution - set up a QBox account and access the QuickBooks file from there. All updates are automatically synced and you work with the most updated information each time with no hassles.

IS QBOX EXPENSIVE?

Absolutely not. Plans start at just $9 per month, with a discount offered when you sign up for an annual plan.

If you work for an accounting firm, this cost is nothing compared to the cost of time and frustration when working with backups or accountants copies that don't work properly.

If you're a small business trying to work across multiple machines, QBox will pay for itself in short order.

TAKE A CLOSER LOOK AT QBOX...

If you're excited by the thought of simplifying QuickBooks, you will want to take a closer look at QBox today!

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Alert: QuickBooks 2015 Does NOT Work with Windows XP

Alert your IT folks (oh wait, that may be you too!) - QuickBooks Pro, Premier and Enterprise 2015 will no longer work with Windows XP.

Intuit has made the decision to step away from compatiblity with Windows XP in the 2015 release of QuickBooks. Just like Microsoft has made the decision to stop supporting Windows XP.

Here are the various configurations where QuickBooks 2015 software will run...

TECH SPECS FOR PRO AND PREMIER 2015

Here are the minimum tech specs relating to QuickBooks Pro and Premier 2015 as pulled from the QuickBooks web site (see the "tech specs" section):

  • Windows Vista SP2, 7 SP1 or 8.1 Update 1 (32-bit & 64-bit)
  • Windows Server 2003 SP2 (32-bit and 64-bit), Windows Server 2008 R2 SP1, 2012 R2 or Windows Small Business Server 2008/2011 (64-bit) recommended for multi user
  • 2.4 GHz processor
  • 2 GB of RAM
  • 1.5 GB disk space recommended
  • 1024x768 or higher screen resolution, extended monitor is supported
  • 4x DVD-ROM drive
  • Online features require Internet access
  • Product registration required

TECH SPECS FOR ENTERPRISE 2015

Here are your minimum tech specs for QuickBooks Enterprise 2015 as pulled from the Enterprise web site (see the "technical" section of this site):

Operating systems supported:

  • Windows 8, all editions including 64-bit, natively installed
  • Windows 7, all editions including 64-bit, natively installed
  • Windows Vista (SP1 or later), all editions including 64-bit, natively installed
  • Windows Server 2012, Windows Small Business Server 2011, Small Business Server 2008
  • Windows Server 2008 R2, Windows Server 2008, and Windows Server 2003 (SP2), including 64-bit, natively installed

Database Servers

  • Windows: natively installed & Windows 8, Windows 7 or Vista (SP1) with UAC on, Windows Server 2011, Windows Server 2008 R2, Windows Server 2008, Windows Server 2008 - Terminal Server Config., Windows Server 2003 (SP2), and Windows Small Business Server 2008
    Note: Windows Home Server Edition is not supported.

Hardware and operating system requirements (client and server)

  • 2.4 GHz processor minimum
  • System processor should support at least Streaming SIMD Extensions 2 (SSE2) instruction set
  • 2 GB RAM minimum
    • RAM requirements for multi-user setup
      • 5 users: 2-3 GB
      • 10 users: 3-4 GB
      • 15 users: 4-6 GB
      • 20 users: 6-8 GB
  • 4x CD-ROM drive required for CD installations
  • Display optimized for 1024 x 768 screen resolution or higher with up to 2 Extended monitors
  • Best optimized for Default DPI setting (96 DPI or 100%). Additionally, medium DPI (120 DPI or 110%) is supported to ensure an optimal experience for 110% scaling.
  • Windows:
    • U.S. version
    • Regional Settings are supported when set to English (United States) with keyboard setting to U.S. only
    • Administrator Rights required for the server computer when hosting Multi User Access
    • Natively installed
  • Disk space requirements:
    • 1.5 GB of disk space (additional space required for data files)

 

Lots of geeky stuff above, that's for sure!

RELATED INFORMATION:

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ALERT: QuickBooks Remote Access Service to be Discontinued as of 1/31/2015

I wanted to pass along this information I received from Intuit:

"After much consideration, we've made a very difficult decision to close our QuickBooks Remote Access service. All subscriptions and related technical support will end on January 31, 2015. However, Intuit will continue to sell new subscriptions and allow changes to existing subscriptions until December 31, 2014.

Our goal is to minimize any inconvenience this change may cause for you and your business. Please read this information carefully to prevent any unnecessary disruption to your daily operations.

What you need to know:

 

1.

After December 31, 2014, no new QuickBooks Remote Access subscriptions will be sold and existing subscribers may no longer make changes to their subscription levels.

2.

One month after your December billing date your service will be cancelled automatically, unless you have chosen to cancel sooner. The Remote Access Closure FAQs include instructions to determine your billing date.

3.

After January 31, 2015, all service and technical support for QuickBooks Remote Access will cease.

What happens next?

 

1.

Your service and technical support will remain unchanged through your final billing period or January 31, 2015, whichever comes first.

2.

You may cancel your subscription online at any time by following these account cancellation instructions.

3.

If you do nothing, your account automatically will be cancelled one month after your December billing date.

Our commitment to you:

 

1.

For active accounts, QuickBooks Remote Access service and support will remain available through January 31, 2015.

2.

Intuit Customer Care is also available to assist you. We're available to answer your questions to help make the transition process as easy as possible

Please visit the Remote Access Closure FAQs to learn more or contact us."


BETTER ALTERNATIVES THAN QUICKBOOKS REMOTE ACCESS

If this announcement impacts your business, some options to consider:

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7 Tips to Keep Your QuickBooks Running Smoothly

Just like getting a regular oil change for your car, you'll want to add some "preventive maintenance" steps for your QuickBooks as well.

I have put together a list of seven tips and tricks you need to know when it comes to "sharing the love" with your QuickBooks.

Download your free copy of "TLC for Your QB" today!


MORE QUICKBOOKS TIPS AND TRICKS:

 

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