Intuit Archives - QuickBooks Proadvisor Support Number


adminNovember 21, 20172min530

QuickBooks Black Friday Sale

 The winters are on a roll and the most awaited holiday season is here. This Thanksgiving, Cyber Monday and Black Friday we have special QuickBooks support deals for our customers.

QuickBooks Black Friday Sale

Significance: This Holiday Season

With regards to your independent venture, you should utilize each offer accessible to you. Fortunately, this year there are bounty to look over. We invested hours burrowing for the best Black Friday sale with the goal that you don’t need to go through the QuickBooks pain. Regardless of whether you’re in the market for another POS framework, an awesome arrangement on a dealer record, or some genuinely reduced bookkeeping programming, there’s a touch of something for everybody this Christmas season.

Before you escape operating at a profit Friday craziness, we have a last expression of guidance: Do your exploration early.

While these offers and discounts can be an extraordinary route for your independent venture to spare cash, we entreat you to think before you act. Try not to get it since you can. Get it since it’s the correct answer for your private venture.

QuickBooks: The Ultimate Accounting Software

There is no second thought that QuickBooks is the best accounting software for medium and small sized industry. There are exclusive offers which you can avail on this Black friday sale. To know more about the software and the support offer you can contact our customer support team @1800-270-1894 and get all the insights. Just don’t forget to say the code BLACK FRIDAY SALE, to avail your discount.

 

 


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adminNovember 7, 20178min570

QuickBooks Crystal reports

QuickBooks Crystal reports are a new trend to the projects these days. For more understanding over QuickBooks data from crystal reports you have to introduce a special ODBC driver called QODBC. QODBC is basically an exceptional driver in which when the queries are entered within the QB tables then it displays a small counter panel for each table. It showcases the records returned from that table. Suppose the report is composed of six tables and you can view pile of small windows crop up open and close as QODBC assembles your data set.

Common Errors Reported

In case you redistribute the reports to users with a client side viewer program. The report worked fine in CR but would not return any data through the viewer. It took a while to find the problem. If you want QODBC to access data in QuickBooks, then first log into QB as an administrator. After this, run the first query to access all the data present in QB. Now to successfully run reports using the CR viewer, you need to quit QuickBooks and log in again as an administrator. This should resolve these issues.

Another case is how the tables are presented. While attempting to create a simple report that used  the Invoice Header table resulted windows displaying records being read from the Invoice Details table. It shows that some fields that are listed as columns saved in the header table are the real values of the fetched from the details table. In case you plan to amalgamate QuickBooks/QODBC and Crystal, you need to ensure that you are available with sufficient energy. The process of garnering data out of QuickBooks comprise of overhead costs and also functions slow.

How to Create a Report with QuickBooks Data?

Intuit recommend steps to create a new report via wizard or manual methods. They are as follows:

  1. Expand the folder called ‘Create New Connection’.
  2. Next expand another folder called OBDC (RDO) to open a new window.
  3. Under this new screen locate and click on QuickBooksData.dsn, followed by ‘Next’ tab and lastly click on ‘Finish’ button.
  4. New set of table of QuickBooks appears for further selection by you.
  5. Choose the appropriate tables required for your report (go through following details for manual SQL statements and sp_reports).
  6. Link your tables (View the data layouts for linking information
  7. The table fields are now available for selection in your report. Run reports as normal from this point

How to Generate a new Report with SQL or existing QB reports?

  1. In scenario of Manual SQL statements or sp_reports you need to select the ‘Add Command’ and rotate to right side of the panel.
  2. A new screen will pop-up.
  3. Either copy & paste or enter manually your SQL statement or sp_report command as shown, then click “OK”
  4. This will enter the SQL statement in order to edit, right click on ‘Command’ and then select OK tab.
  5. The end result will be occurrence of fields labeled within the SQL statement for selection process.

Anticipations when using the QODBC Driver with CR

  • QuickBooks basically function on flat database and even after using OBDC driver the database does not convert to relational database. This is the only reason why relating more than several tables will begin to severely affect the performance and there will be no indexes. The problem can be faced in the different versions in the future versions of SDK and QODBC developed by Intuit.
  • QODBC functions like a cover/shield around the Intuit SDK that helps customers to acquire their required information through regular database toolsexempting to learn the SDK. Thus it is the best way to garner QuickBooks Crystal Reports.
  • The latest filters can be used for filtering particular date ranges whenever needed.
  • Next add the fields that you need in order to use sp_reports correctly.
  • With the new VB Demo to find out which fields you required
  • Enable the sp_report to use the QuickBooks report engine that already “relates” the tables. You can relate an sp_report and a table to draw list of results.
  • Await for QODBC to function in a similar way to other relational based ODBC drivers that will cause some annoyance as through XML only the Intuit unveils its data.
  • While grouping via a table field, you can use a formula to put the field within it. This authorizes  Crystal to do the grouping, in compared to the driver that is much faster.
  • There are many crystal reports that is developed by the QODBC Development team to arrange and have modified for you. If time and learning curve are considered as imperative factors, it is  probably be a cheaper option.

For more information on your query “QuickBooks Crystal Reports” and support you can contact QuickBooks customer support number immediately. The support team is proficient in handling the QB issues through phone support, email support and live chat option.

Otherwise you can reach out to the reliable third party companies like QBProfessionals.com. This QB support agency hires top QuickBooks experts who have experience and knowledge combined together. They assure feasible support in a very short time. You can give us a call at our Quickbooks Pro Tech support number at 1800-270-1894 and acquire immediate support.


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adminSeptember 29, 20175min1240

Quickbooks dsn file

QuickBooks is a richly featured accounting software developed with the main purpose to accelerate the growth of the business. The software simplifies the monotonous accounting tasks and improves the accuracy of the output. It saves abundant time and keeps the company data safe and secure. The software saves the files with different QuickBooks file extensions in your computer. And this is what we gonna discuss along with Quickbooks dsn file.

They are as follows: .QBW, .ND, .DSN, .TLG. The file extensions can be categorized as:

  • *.QBW: It is used for major working file
  • *.QBB, *.QBM: It is used for backup file types
  • *.ND, *.DSN, *TLG: It is used for database support files

QuickBooks is no different than any other software, like others it also reads the data file:

  1. QuickBooks: Filename.qbw

This file extension .qbw is generally known as QuickBooks company data file or company file, or QuickBooks file. It is the primary data file that acts as a storehouse of all  company financial records. QuickBooks saves all the data file and to view the location of the saved company file: Start QuickBooks -> Open company file -> Press F2 -> Product Information page is displayed.

When the product information page opens it displays all the important information about your QuickBooks and data, comprising the (Data) File Location. In case you  want to backup your company data, you can do so by using the internal backup function in QuickBooks: Go to File -> Back Up/Create Copy.

  1. Backup File Types (*.QBB, *.QBM)

While creating a back up of your QuickBooks data, you get two back up options:

(a)*.QBB: It creates backup of the QuickBooks QBW file and stores the crucial financial data of the company along with templates, logos, letters, and images. All the QuickBooks data should be backed up as a QBB file in a regular basis.

(b)*.QBM: It is a portable and compressed version especially for the QuickBooks QBW file’s financial data. It doesn’t include any template or logos. The QBM file is used when there is a requirement of sharing only financial data due to the smaller size of the file.

A backup or portable file is not the main working file but functions as a zipped file that you can restore should your company data file be lost or corrupted.

III. Database Support Files (*.DSN, *.ND, *.TLG)

The Database support files are those that do not need to access directly.

(a)*.DSN: DSN indicates Data Source Name, which is a text file that comprise all the information needed for the QuickBooks program to connect to the QuickBooks company file.

(b)*.ND: ND indicates Network Data. It is a config. file that allows access to our QB company file.

(c)*.TLG: TLG indicates a Transaction Log that is a log file that keeps track of changes to the file since the last manual backup (with complete file verification).

Hope you are now much clear over the concept of Quickbooks dsn file. But if you are looking to get more info then the support team is there to help.

The QuickBooks professionals team is easily approachable through phone support number, email support and live chat. The customer support team is very prompt in handling the queries and problems reported to them by the QB users. Thus hesitate no longer and reach out to us to get immediate support. Call our Quickbooks proadvisor support phone number at ✆ +1800-270-1894


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adminAugust 1, 20176min950

Cash Basis Balance Sheet in Quickbooks.

In QuickBooks, users can use both accrual and cash basis for recording transactions. Users can even switch between the two, though this is highly inadvisable. A lot of difference can occur due to the accounting method. Further, benefits of both this accounting basis differ according to the size and revenue of the organization.

Accrual Basis:

Transactions are recorded despite the status of payment. This delineates a clearer picture of the financial strength of an organization. Beneficial for large organizations. Needs in depth knowledge of accounting and managing books.

Cash Basis:

Transactions are recorded only when the payment is deemed successful. Beneficial for small organizations and start-ups. Does not require accounting proficiency.

Despite the accounting basis, users need to create reports for analyzing business and accounting data. These reports can be easily created with QuickBooks. QB has multiple reports that let users create a comprehensive report from all the data recorded. Some of the most important reports include Profit and Loss Statement, statement of cash flow, balance sheet, accounts payable report, accounts receivables report and so on.

In QB, transactions are recorded directly in the general journal. These transactions are automatically recorded to the ledger. Further, all transactions are attached to their particular account which can be accessed through the chart of account. Also, users can use the chart of accounts to analyze a particular account for a company file.


Related:


Creating Balance Sheet using Cash basis.

Balance Sheets are necessary for ascertaining accuracy between debit and credit sides of all your accounts. This report can help you in publishing accurate financial statements. Further, balance sheets are often released out to the world for depicting the financial strength of an organization. Such an important document requires a hundred percent accuracy.

Follow the steps provided below to customize the basis in which the reports are created:

  1. Log into QuickBooks
  2. Select the report that you want to customize
  3. Click On Modify Report
  4. On the box that displays “Modify reports”, click on the display tab
  5. Select between Cash and Accrual
  6. Click On Apply Changes
  7. Click on Save and Close

After creating the balance sheet, you can easily print it out. You can even publish this balance sheet in newspapers and press releases. Also, make sure to check both the credit and debit sides of the balance sheet match. If that is not the case then there is an assured inaccuracy that needs to be corrected at the earliest. Also, you can create a balance sheet for specific periods of time. This can be done with the help of filters. Filters can be used in any report for customizing it according to your requirements. You can also create reports such as P&L statements for accompanying your balance sheets in your press release.

Benefits of creating a balance sheet:

  • Check Accuracy of accounts and transactions: with balance sheets, users can check the debit and credit side to ensure accuracy. A mismatch between the two helps in ascertaining inaccuracies
  • Depicting the financial strength to shareholders and lenders: Shareholders and lenders need to be assured of the financial strength of the organization. Also, it will help organizations in attracting new investors.
  • Boosting goodwill of the organization: goodwill is as important as revenue and can boost your chances of easily getting loans easily.

Benefits of creating balance sheet are immense. Still, it is very easy to go wrong with these documents. Hence, users need to make sure that they are absolutely accurate. Accounting basis matters a lot when creating balance sheets. You can encounter wrong figures if the correct accounting basis isn’t used.

If you are having problems in creating balance sheet in QB, then contact our certified experts who can guide you through the whole process.


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adminJuly 17, 20175min540

QuickBooks online progress invoicing

Forms and documents help users in organizing and maintaining a large amount of accounting data. Invoices are one such document which is used by most businesses around the globe. They contain information about a particular transaction along with payment status. Along with the product/ service name, they also contain other information such as amount, customer /vendor name and so on. In QuickBooks, users can customize invoices to make them look more personalized and professional. Progress invoicing enables organizations to incrementally charge for service or product throughout the life period of the project.

Advantages of progress invoicing:

  1. Flexibility for the customer: Customers have unprecedented flexibility as they can ascertain the cost and optimize it accounting to their requirement while the project continues.
  2. Funds: A constant flow of funds can be maintained via progress invoicing. This will enable you to organize and maintain the amount of money you receive easily.
  3. Disaster management: In case the client wants to terminate the service, they can easily do so. This will help you build goodwill in the market while helping you with customer retention.

Enable Progress Invoicing


For enabling QuickBooks online progress invoicing, users can follow the steps provided below:

  1. Log into QuickBooks
  2. Press the ALT option to toggle menu. Under the Edit menu, select Preferences.
  3. A new window will appear. In this window click on the Estimates & Jobs tab.
  4. Now mark the checkbox where you get the message as: “Do you use Progress invoicing?”
  5. Click on Apply and Save.

Once you have enabled progress invoicing in QuickBooks. You need to create a new invoice in QuickBooks. After creation of a new invoice, we will proceed by converting it into a progress invoice. Upon completion of the aforementioned steps, users need to create a new invoice. This can be easily done by going to the create menu(+). Enter necessary information in the invoice such as name, product name, amount and so on. Click Save and Close.

Now, you need to activate estimate in QuickBooks. This is required for making creating progress invoices in QuickBooks. Also, this will help in avoiding any confusion later down the road. Go to Preferences menu again and click on Jobs and Estimates. Now mark yes against “Would you like to create Estimates?” After this, you will be able to perform progress invoicing. A Proforma Invoice will be created for dealing with a future recording of transactions. This document is used for sending the cost along with other information of a project to a customer/ client in advance. After that, we can incrementally deduct money over a period of time from this invoice.

Create invoices:

Below are the steps for progressively creating invoices against an estimate/ Pro-forma invoice

  1. The very first thing you would need to do is choose the estimate.
  2. You can select among these three options:
    • Create Invoice for Entire Estimate
    • Transfer a particular percentage of estimates to the invoice
    • Customize the progress invoice by adding items and quantities yourself.
  3. Now select among the three options provided to you. We recommend that you incrementally add the amount that you receive.
  4. At each point, you receive a specific amount, create an invoice against it.

In case of any issues or you need any further help then do get in touch with Quickbooks support phone number United States at ✆ +1800-270-1894


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adminJuly 7, 20174min590

By default, Payroll is categorized under the expense account within Quickbooks, but it is not like that you can’t edit. Quickbooks has given all of us the privilege that if we are maintaining multiple expense accounts (as we always do) then we can categorize payroll under the expense account of our choice.

As every payroll item can only be categorized under a single expense account, you are bound to face issues. The reason why this is so because you would need to further allocate them under various heads like COGS and labor regular expenses which might give you trouble later on.

To get over this problem, just create 2 items for every expense account. This would mean that one would go into the COGS category and the other would be categorized under Expenses (payroll section). Though, you can have an exception for payroll taxes as you can have only one State or Federal tax. It’s always great to create journal entries for your payroll items as this would help you better categorize items.

How to Categorize Payroll Taxes in Quickbooks:


If you are looking for ways to work efficiently and allocate payroll taxes in their correct categories then check out for the steps below:

  1. Start by creating a new Quickbooks expense account. To do this:
    • Click on the List tab,
    • Select the Chart of Accounts tab.
    • Hit the New tab. This will give you a dialogue box to create a new expense account.
    • Name the account as you like: XYZ Payroll taxes.
    • Hit Save and your new account will be created.
  2. Create 2 Vendor accounts:
    • Under the main head account, you just created, create 2 sub accounts. Choose the New tab and create a sub account.
    • Name them as you want.
  3. Pass Journal entries:
    • It is always recommended to create journal entries for any transaction you do within Quickbooks. This helps you understand your entries better. To do this:
    • Click on the Bankings Tab.
    • Choose to pass a Journal Entries.
    • Debit the XYZ Payroll taxes and Credit the vendor account for the withheld taxes.

Related:


Automate posting entries:

If the entries you created would remain same every financial year then you can save the transaction as “Automatic Entries”. What this will do is automatically post these entries so that you don’t have to go through the whole step again and again.

Note:

Since you will be paying federal, local and state taxes all separately, thus it would be a good idea to create different vendor accounts for each authority.

In case you have any doubt then talk to our Quickbooks Proadvisor now at ✆ +1800-270-1894


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adminJuly 3, 20173min540

Here is the most simple way that you can make use of to make a deposit in Quickbooks without an invoice. Just follow the steps:

  1. The very first thing you would need to do after logging into your Quickbooks account is to click on the (+) sign button. If you don’t see that already then check out the top navigation bar.
  2. Now choose the sales receipt tab.
  3. This will open up the transaction window. Enter all the required fields to process deposit.
  4. From the Deposit method tab, choose the method type via which you received the deposit. This can be through the way of cash or card or cheque etc.
  5. Fill in all the instructions that follow and hit save and this will finally process your entry.

Related article: How to delete a recorded deposit in Quickbooks?


The payment deposited in the bank and that too without an invoice is generally not sales. This is some kind of immediate gain that you want to account for and you paid nothing in return. In the same context, here is the query recently raised by one of our clients. Here is how he described his issue:

“Hi, we have received a payment that is over and above the sales value of our product. How can we record them within Quickbooks.”

Here the item wasn’t worth enough, but since the cash received would now need to be accounted thus here is what you will do…!

  1. Under Receive payment option, enter the amount that you have received in your bank. If the money hasn’t been deposited already then pass an entry under undeposited funds.
  2. If you will be refunding the payment to the customer then make use of Accounts receivables. Debit the AR and Credit the Customer.

For any further issues, talk to our Quickbooks Expert at ✆ +1800-270-1894


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adminJune 30, 20177min590

Memorized reports in QuickBooks not working

Quickbooks is a highly admired piece of software in the world of accounts. Though the team at Intuit continues to work to make things better but still many people face issues while working on the program. The most common of them being with memorized transactions.

There are more than 100+ reports available in QuickBooks which are available to view and analyze your financials. But sometimes there comes an issue and you are not able to get them right.

Sometimes you face an error and sometimes the report you see just not gives you the true info.

For e.g.

If you open up the sales report then what you get to see is a very general report which doesn’t give you the current balances of your sales. This is how the program is designed. If you want to see current balances then a slight change in the settings are required.

Though the problem in reports in not a big issue as they can be modified easily if you face error in memorized transactions then simply you see an error. If you are not able to open up your memorized transaction report then you get an error in your .log file.

Error messages you see:

“Report contains invalid formatting. Recnum 1** The report must be deleted.”

The error message displayed may vary differently in different QB versions. The above message may be the result of many different factors, they may be:

  • Either because the path that points to the memorized transactions is damaged or
  • The path itself no longer exists,

Solution:

What you can possibly do is either:

  • Troubleshoot the error or,
  • Recreate the report.

You would need to try both of them if the one is not working. Thus without any further ado, let’s right jump into it.

Troubleshoot your error.

Here the very first thing you would need to do is to Resort the list. This you can do through the way of following steps:

  • Head over to the Memorized Report section. Navigate the path to reach the section. It’s like: Reports > Memorized tab > Memorized Reports list.
  • Now hit the Memorized Reports list drop down menu and you will see a section called Resort.
  • Choose the Resort tab.
  • Here you will see a dialogue box with a message like: “Your report will be returned in its original order”.
  • Hit OK.
  • Now head over to the files tab and click on the Rebuild data from the Utility tab.
  • The system will ask you to backup files. Hit OK and your data will start to rebuild.
  • When the process completes, you would need to verify your data This step will be required to find any further damages.
  • If you still see an error message then you will have to use your .log file.

QBwin.log file

  1. Locate the file on your system and click open it. If you don’t know how to find QBwin.log then head over to this article.
  2. Open up the most recent file. Log files are arranged date-wise. Thus the latest log files can be found at the bottom.
  3. Locate the Lvl-Error using the CTRL+F function.
  4. Just simply go through the instructions and verify data again. If you still see errors and redo the steps above.

Recreate your report:

In order to recreate your Memorized report, we would suggest that you have a backup of your QuickBooks company files. Deal this with extra caution. If you don’t want to take any risk with your financial data then take expert advice. You can even give us a call at our Quickbooks customer support number at ✆ +1800-270-1894 and get it resolved.

If you are comfortable doing all by yourself then follow the steps:

  1. Open up your Memorized reports list.
  2. Click on the drop down option within it and choose to create a New group.
  3. Under the names tab, fill in the name you like. Please remember the name as we would be using it in the steps going forward.
  4. Now move all the damaged files in this group folder.
  5. Head over to the memorized report section and choose resort list.
  6. This will open up a dialogue box with a message. Hit OK on that.
  7. Since it will take time for the changes to appear thus, log off from Quickbooks and login back and your changes will be displayed now and your issue will also be resolved.

If you are still facing issues then talk to our Quickbooks customer support team at ✆ +1800-270-1894 and get your issue resolved.


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adminJune 29, 20175min370

QuickBooks Cash Basis Profit and Loss. 

In QuickBooks, users can choose to record income and expenses as per cash basis or accrual basis. Either of these formats can be used for a particular financial year. You should only switch the method of recording revenues and expenses for a new financial year or a new company file. This will help you in avoiding certain discrepancies.

Difference between Cash and Accrual basis of Accounting. (Explained)

Accrual Basis:

Income, revenue, and expenses are taken into account when they are earned or realized.

  • Used by Large Organizations and Corporations
  • Requires accountants with thorough knowledge of bookkeeping

Cash Basis:

Income, revenue, and expenses are only recorded when cash against them is received or paid.

  • Used by Small Businesses and Startups
  • Perfect for owners who are managing the accounts of their business

For Instance

In cash basis, if you purchase a product for $1000 you will record the transaction only when the cash against the order is paid by you. On the other hand, in accrual basis, you will record the expense even if the payment is going to be made on a later date. Something applies to revenue. Until cash against it is received, you don’t record it into your books, if you are following cash basis accounting. The converse holds true for accrual basis.

Which between the two is better?

There is no idea of better here. Recording income and expenses on accrual basis give a more clear picture of an organization’s financial standing. On the other hand, cash basis is simple to use and does not require accounting proficiency. This is the main reason why small businesses and startups like to stick with cash basis and large corporations use accrual basis.

QuickBooks gives users the option to change the accounting method for a particular report or even for the entire company file.


Related Article: Cash disbursement report: Quickbooks. How can they be printed within Quickbooks?


How to change from Cash to Accrual and Accrual to Cash?

Steps for changing the basis of recording revenue and income for particular reports have been provided below:

  1. Log into QuickBooks
  2. From the left navigation panel. Go to Reports
  3. Search and select the report that you want to create
  4. Don’t run the report just yet. Instead, hit customize.
  5. A new window will appear. Select accounting method provided in the general section
  6. Select the method of accounting you prefer. Cash or Accrual.
  7. Hit-run report.

Steps for changing the accounting basis for company file have been mentioned below:

  1. Go to setting by selecting the gear icon on top right section of the window.
  2. From the given options, the select company setting.
  3. Select the company file for which you want to change the accounting basis.
  4. Select accounting method
  5. Select the accounting method that you want to change to. (Accrual or Cash)
  6. Select save and done.

After changing your accounting methods, make sure to cross check your income and expense accounts. You can do so via Chart of accounts which amalgamates all the accounts created for a particular company file. Chart of accounts can be accessed via the create button.

If you still face any confusion then give us a call at Quickbooks proadvisor support number at ✆ +1800-270-1894


Call Now: +1800-270-1894