QuickBooks Training Archives - QuickBooks Proadvisor Support Number


AdamDecember 14, 20174min50

Need to change the default message of your messages made in QuickBooks 2016? In case you’re an entrepreneur, you presumably need to influence your messages to look as much expertise as it could be. As a matter of course, QuickBooks consequently finishes email fields like the title, beneficiary’s name and different components. In different cases, however, you can accomplish a more expert looking email by adjusting these components yourself. Things being what they are, how would you change the default email message in QuickBooks?

Procedure to amend the email template:

  • From Edit menu, pick Preferences and select Send Forms.
  • Under Company Preferences, click Add format to pull up Add Email Template window.
  • Adjust the email layout as fundamental. Tap Insert Field to embed pre-constructed information.
  • Tap to check Default box and then Save.
  • Select OK to close the Preferences window.

You’ll additionally see a field to incorporate your own particular phrasing in the body of your receipt messages, or you can even include a BCC email address in case you need a duplicate sent back to somebody who works for you. This territory of the QuickBooks interface enables clients to change email formats for some structures and reports, some of which incorporate invoices, reports, articulations, deals orders, deals receipts, credit updates, buy orders, reports, pay stubs, past due payments, debt drawing near due date.

In a scenario where you need to change the mark of your messages. All things considered, this is additionally an element incorporated by Intuit’s long-running and exceptionally famous line of business bookkeeping programming.

To change your default email signature, log again into your QuickBooks account

  • Pick the Gear symbol at the upper right
  • Company > Account and Settings > Sales > Messages.
  • In the field titled “Default email message send with deals frames,” tap the drop-down menu beside the “Business” shape box and select “Receipt.”
  • From here, you can refresh your email signature in the “Email message” box.
  • When you are finished, click “Done.”
  • Congratulations, you’ve quite recently changed your default email signature!

Remember that significance between Quickbooks Online and Quickbooks Desktop may bring about various steps for changing the default email message. It is likely that regardless you require help, look for assistance from your individual facilitating supplier.

QuickBooks Technical Support – Call +1800-270-1894

QuickBooks is designed to use its features with modifications and customization in the highlights. QuickBooks has been able to drive its consumers to a new level of changing technology which in turn allows them to be more efficient and productive while working with the software. However, there are times when all the features are not used up to their limits and hence we get stuck. To understand more about the email customization feature of QuickBooks, you can contact our customer support team +1800-270-1894 and get assistance on issues you are going through. We have experts of the domain who are available 24/7 at your service to guide you for better accounting experience.


AdamDecember 6, 20173min170

How Can You Retrieve QuickBooks License Number?

QuickBooks is an unquestionable requirement that have bookkeeping programming for the associations in the present business world. No industry can make due without Accounting. Overseeing accounts in an appropriate way are the key factor to run organization effectively. In beneath given article you will become acquainted with how to recover your QuickBooks Product and License Numbers effortlessly and in a flash with the assistance of a QuickBooks customer support team.

Finding the permit key and item number for QuickBooks is fundamental to re-installing the product and keeping cohesion of records and transactions when you move up to another PC. You have a few places that you can search for the two numbers, contingent upon how you bought the product and whether you enrolled it with Intuit. Intuit client support can help you in the occasion you can’t discover the numbers, as long as you have verification of acquisition.

Retrieving the License Number

When you purchase QuickBooks Support through the Intuit online from the web store, Intuit offers you an installer record to download, it’s a very simple approach to download QuickBooks software, you get a permit number with your download, and furthermore an item number to finish the establishment procedure. The item number and permit number are accessible on the web store for a long time, after which Intuit disposes of the purchase record.

In case that you need to move your QuickBooks establishment to another PC, however you don’t have a record of your item number and permit number. Run regedit and see registry key HKEY_LOCAL_MACHINE/SOFTWARE/Intuit/QuickBooksRegistration/15.0/ace. You can experience the sections with names like License Number and InstallID. InstallID is your item ID and License Number is your permit number. Requiring the QuickBooks specialized help group is the most ideal approach to recover QuickBooks item and permit numbers.

QuickBooks Technical Support Number – Call +18002701894

Permit and item numbers. It is likely that you acquire QuickBooks on the web, you can discover the permit and item numbers in the affirmation email got at the time of obtaining the product. However, there are a lot of these assignments when we are not able to identify the license number and the product key. To know more about these you can contact our customer support team and they would help you retrieve the license number in case you are stuck anywhere. We have experts of the domain who are available 24/7 at your service to guide you, so that you can perform your tasks efficiently with the software.


adminJuly 5, 20177min510

How to download bank statements into QuickBooks? Download more than 90 days of data.

QuickBooks is one software that provides you with the API to integrate the program with any banking institution of your choice.

Do you know…?

You can download more than 90 days of data directly within Quickbooks. You can simply:

  • Log in to your bank,
  • Download the banking transactions in a CSV format,
  • Upload the same within your Quickbooks accounts.

What is Web Connect…?

The process of downloading and then uploading the banking entries within Quickbooks is what we call as The Web connect. We make use of this feature if a user is facing issues while having a direct connection with the bank. Web Connect is also great when you do not want to connect your Quickbooks account with your Bank account at all. Here is more on how to get started with Web Connect.

How to download bank statements into Quickbooks?

Here are the steps provided for you to download banking entries within your accounting program.

Import transactions from your banking site.

The very first thing you would need to do is to get the entries on your desktop so that you can later upload the same within Quickbooks. This is how you will do that…

  1. Login to your Bank account,
  2. Select the date range and choose the type of account you want to import your entries from.
  3. Choose the file type that can be easily supported by Quickbooks. The most preferred option would be to choose the .csv file type.
  4. Click the download option and your will start to download.

Related Article: Bank of America, Quickbooks: How to Connect them?

Upload file in Quickbooks?

Now that you have the file on your system, just simply login to your Quickbooks account and upload the same within the program. This is how you will do that:

  1. Login to your Quickbooks account and from your dashboard click on the “Banking’s tab”. This you can find on the left of your screen.
  2. From the drop-down menu, choose the “Bank” subtab.
  3. Locate the “Update” option from the top of your screen and click on the drop down button beside it.
  4. Here you will see a message stating that “No bank is connected”. Scroll down to select the option that says “Upload entries manually.”
  5. Now choose the file from your desktop. This you can do by clicking on the browse option.
  6. Choose the account where you want to upload the file and choose “Next”. If the account is not already created and choose the “Add new option”. This will allow you to create a new account.
  7. Choose the required fields and columns within Quickbooks that relates to your CSV file. This will help you sync your file in the program without an error.
  8. Choose the finish option and your upload will start.

Connect Bank account to Quickbooks desktop.

If you are frequent in downloading entries from your Bank to Quickbooks then it’s better to connect the two. This way you save yourself from logging in and logging out from your bank and Quickbooks at the same time. Follow the steps to connect your bank with your Quickbooks.

Steps to Connect Bank account to Quickbooks Desktop.

  1. Login to your Quickbooks account and click on the “Connect an account” tab. This you can find on the right of your screen.
  2. This will now open up a new window wherein you can select the financial institution of your choice.
  3. The moment you click on the bank’s tab, you will be then taken to the website of the bank. Log in to your account.
  4. Once logged choose the account you want to connect with the bank. This you can do by clicking the checkbox alongside the accounts name.
  5. Under Quickbooks accounts tab, choose the appropriate account within Quickbooks you want to connect your bank too.
  6. Choose:
    • Account Type: Most likely it will be a bank, and now
    • Detail Type from the options provided.
  7. Once you have applied all the necessary filters, click on the connect option. This will connect your bank account with your settings selected with Quickbooks.
  8. Once you receive a message that your bank is connected, you can be assured that it is.

Still facing issues: Talk to our Quickbooks proadvisor and let him handle your Query. Get in Touch with us at ✆ +1800-270-1894


adminJune 8, 20173min520

List of QuickBooks Payroll Update Errors with Fixing

QuickBooks is connected to several components and its functioning gets adversely affected whenever any of the connected components has any issues. Have you ever come across the errors such as the Error PS032, Error PS077, and Error PS034 etc? These errors usually occur while downloading the payroll updates. These errors are accompanied with the message ‘QuickBooks is having trouble installing payroll tax table update’. The message may not be exactly like this all the time, but similar to it. However, there is no reason why a QuickBooks user should be worried. These errors can be easily fixed. Moreover, if the issue persists, the QuickBooks Payroll support executives can be contacted as and when required.

Why do the errors PS032, Error PS077, and the Error PS034 etc occur?

QuickBooks Payroll Updates Problems and Error
QuickBooks Payroll Updates Problems and Error

No any particular reason can be pinpointed for the above errors related to the QuickBooks payroll update. These errors indicated one of the following conditions:
✠ A tax table file is damaged or is invalid in the Components/Payroll folder.
✠ It is possible that the QuickBooks software is not registered
✠ The information related to billing is incorrect or outdated.
✠ The QuickBooks company file is corrupted or damaged.
There are several steps to resolve this type of error. It is not necessary of complete all the steps to fix the issue.
Fix 1
First of all, you need to remove the Service key. For this, you need to go to Employees – My Payroll Service – Manage Service Key and then open the QuickBooks Services Keys window. Once the subscription is removed, close and then re-launch QuickBooks and add the Service key back to QuickBooks. In case of more than 1 payroll subscription, you required to contact Intuit for selection. You can then run the payroll update again, this will resolve the issue.
Fix 2
You can Repair QuickBooks and then Download Entire Payroll Update.
The issues may occur with QuickBooks like any other software, but there is no need to panic. The troubleshooting methods are available for every issue occurring with QuickBooks. Moreover, the QuickBooks support professionals are available round the clock and they can be contacted for technical support as and when needed.


adminMay 25, 20174min520

How TO Fix Error Unable to Display Accountants Changes QuickBooks

The accountants in the small businesses usually face the error message with their QuickBooks software – QuickBooks is unable to display the accountant’s changes when exporting changes from a qba. When viewing, importing, or exporting changes from an accountant’s copy file, you receive the following error message. QuickBooks accounting software is unable to display the accountant’s changes seek for Intuit technical support. Customer facing this issue on EnterpirseSuite edition can contact QuickBooks Enterprise Support Phone Number for instant resolutions .

QuickBooks Accountant's Copy Data Problems
QuickBooks Accountant’s Copy Data Problems

How to Resolve the Problem

Intuit recommends several solutions for this problem. The first solution may solve your problem, or you may need to try all of them to resolve the issue. For best results, perform the solutions in the order shown.
Solution 1: Update QuickBooks Desktop to the latest release
Solution 2: Delete temporary internet files from Internet Explorer
Solution 3: Edit account names in the Chart of Accounts and remove special characters. For e.g. < (less than), > (greater than), “(quotation mark) etc.
Solution 4: Convert the transfer file again and re-enter your changes.
➧ Close the Accountant’s Copy (.QBA) file in which the error occurred.
➧ Convert the Accountant’s Copy transfer (.QBX) file to a new Accountant’s Copy file.
Note: You may prefer to change the name or location of the new file.
➧ Re-enter your changes to the new Accountant’s Copy.
➧ Export Accountant’s Changes and send to the client.
Solution 5: Send a General Journal Entry (GJE) file back to the client
➧ Assure both the accountant and the client version is that supports GJE File
➧ In the accountants copy, click Accountant menu -> Send General Journal Entries
➧ Set up the Date Range to current date
➧ Select all pertinent journal entries
➧ Create file and send to client
➧ Remove accountant’s restrictions on the client’s system
➧ Import general journal entry file on the client’s system
➧ The changes made by a journal entry will have to be re-entered directly into client file

If above mentioned solutions fail and the problem persist you can call QuickBooks Proadvisor support number. The QB professionals are technically sound and include expert Pro Advisors, skilled and capable of resolving the error instantly. They are approachable and responsive to client’s doubts and queries through live chat, email, toll free phone number etc.

Contact QuickBooksprofessionals For Fixing Issue

Alternatively you can choose support from third party agencies when the QuickBooks team is engaged for a long time. www.quickbooksprofessionals.com is a reliable QuickBooks Consulting Agency that offers best quality support for error rectification smooth and quick. It roofs highly experienced and knowledgeable QuickBooks professionals who with their combined skills help to resolve the issues. They assure complete error rectification in the minimum wait time. The resolution is complete and assured to be resolved in the minimum wait time. Contact us dialing our toll free help desk number ✆ +1800-270-1894.


adminApril 3, 20171min400

Is QuickBooks backwards compatible

QuickBooks backward is compatible as it can easily convert and open the files that has been made from the earlier version. The version of QuickBooks have been installed on your system that doesn’t know the future release including the revised data structures.

But you have to keep one thing in mind that most of the new release of QuickBooks that come up with the internal changes to the database so this is the main reason that why the size of the QuickBooks file changes when you usually upgrade the newer version.

For any further help related to your accounting software call our toll free helpline number at ✆ +1800-270-1894 to talk to our quickbooks certified professionals.


adminApril 3, 20173min680

Progress invoicing in QuickBooks

At present point of time QuickBooks online does not have the feature progress invoicing but there are other two different more options that you can use for getting the similar results that you want, so look below the different options:

  1. You can simply use the balance forward statement so that you can easily show the original invoice, any payments that you have made and the last one is the remaining balance.
  2. Some invoices can be created in advance for equaling the total amount of the job by using a recurring template.

You can easily create a progress invoice but before creating it you just have to be sure that the progress invoicing preference should be set and you should create an estimate for the job using items, now look the below steps that how you can create progress invoice:

  1. Click on create invoices then choose job by clicking the customer job.
  2. After creating the invoices you can simply select the estimate that you want to create a progress invoice against.
  3. You just have to keep one thing I mind that your selection should be based on the type of contract that you have with your customers, not only this if you need more information then you can simply press the help button.
  4. On the windows if specify invoice amounts for the items on estimate appears then simply on ok after that you can also click on print for printing your invoices.
  5. At last once you are satisfied with your invoice that it is being absolutely correct just click on save then close it.

For more info on quickbooks progress invoicing talk to our quickbooks professionals at ✆ +1800-270-1894


adminApril 3, 20172min640

How do I download QuickBooks to the another computer.

You can easily download all the things from one to the another computer without losing any of your data, you can follow the different solutions which you feel comfortable in doing:

Solution 1: make the backup of your file and just restore it.

Solution 2: restore your file by using the intuit data protect.

Solution 3: you can simply move your entire QuickBooks data folder and doing this will wont affect your files but if in any case your files are not carried over, you can easily restore the other files which are not included when you are moving a company file.

There are particularly two pieces that works together or you can say in combination for setting up QuickBooks on your new computer, look below the two pieces:

  • The first one is QuickBooks software application.
  • The second is your QuickBooks data file.

If you want our quickbooks proadvisors to help you out then give us a call at our technical helpline number at ✆ +1800-270-1894


adminApril 3, 20172min360

QuickBooks 2010 not responding.

QuickBooks is one of the best software that will make your wok easy but sometimes there comes a situation that your QuickBooks not responds and for correcting it sometimes people press the wrong buttons but you should not do this as it may damage you windows, for solving it you just need to follow the steps that are given below:

  • You just close all your windows that are open and reduce all your file size.
  • Configure your internet security software.
  • There should be no data corruption so you just have to rebuild your file.
  • Reduce the fragmentation of your hard drive.
  • If in any case you are using the enterprise 11 then turn off the search feature after that make the backup of it, by doing this thing QuickBooks will have the update on its search index fly.
  • At last just create and after that restore the backup of your file.

By following all the above steps will help you out to reindex your file so that you probably enhance its performance of a large file.


adminApril 3, 20172min180

QuickBooks closing books

QuickBooks desktop doesn’t require you to close the books, in the end of the fiscal year it automatically make all the preparation for the next year. Now you can look below that what adjustments you can made for QuickBooks closing book and not only this you can also see the advantages of closing and not closing books.

Automatic year end preparation from QuickBooks are:

  • It usually creates on the fiscal year at the starting of your month, it will adjust all your income and expense account so that you can freely start your new fiscal year with the zero net income.
  • On last day your balance sheet will show a line for the net income, QuickBooks increases retained earnings equity amount by the previous year net income and decreases the net income by the same amount. By seeing all these things you will just able to start the new fiscal year from the zero net income.

Advantages of closing books:

  • It has some restricted access.
  • You can do the reporting that means you can review all the changes that has made to the transactions dated.

Advantages of not closing books:

  • You will get the detailed of every transaction.
  • You can easily create comparative reports between this and lat year.

For any further help on quickbooks, get all the help at quickbooks proadvisors technical helpline number at ✆ +1800-270-1894

Call Now: +1800-270-1894