How to Write Off Bad Debts in QuickBooks Desktop?

How to Write Off Bad Debts in QuickBooks Desktop?

Here is how you can write off bad debts in QuickBooks Desktop

QuickBooks Accounting software is widely popular amongst various start-ups and established organizations because of its various advanced features and tools. It uses advanced Industry recognized standards to ensure that the data which is entered in the software is secured as well as encrypted. In this blog post, we will discuss one prominent use of QuickBooks which is writing off bad debts in QuickBooks desktop.   

Write Off Bad Debts in QuickBooks Desktop - Screenshot Image

Bad debts are one of the biggest issues any organization has to go through. This is why all organizations, whether big or small, want to ensure that they can write off their bad debts as soon as possible and with the least amount of hassle. And this is where QuickBooks Desktop Accounting software comes in.

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What does writing off Bad Debts mean for an Organization?

In any organization, when the amount which was in the lucrative form and was supposed to be received from the customer fails to be recovered, it is termed as Bad Debt. For those organizations that are already using QuickBooks Desktop, bad debts can be understood as invoices which become uncollectible over the course of time.

Writing off bad debts makes it easier for an organization to track its profit and the average net turnaround. Although, the same can become quite tedious as well if the records are to be handled and managed manually without the help of any accounting software.

How can QuickBooks Desktop help in writing off bad debts?

QuickBooks Desktop software makes writing off bad debts relatively easy as it is a dedicated cloud-based accounting software. So, any organization, whether big or small, do not have to bother about hiring an Accountant for managing their finances as the software is highly user-friendly.

Read Also: Learn how to set up your email service in QuickBooks Desktop

Methods to write off bad debts in QuickBooks Desktop

Following are some of the methods which the users can follow in order to write off the bad debts using QuickBooks desktop without any hassle:

Method 1: Create a Bad Debts Expense Account

  • Open QuickBooks Desktop and go to the settings option.
  • Now, from the list of options, click on Charts of Accounts.
  • Then, on the top-right corner, select New to create a New Account.
  • From the Account type dropdown, click on the Expenses option.
Create a Bad Debts Expense Account - Screenshot Image
  • Here, in the Detail Type dropdown, click on the Bad Debts option.
  • Once the above-mentioned steps are complete, click on Save and Close.

Method 2: Close out the unpaid invoices

Close out the unpaid invoices - Screenshot Image
  • Open Customers menu and select Receive Payments.
  • Type in the customer’s name in the Received from field.
  • In Payment amount space enter $0.00.
  • Select Discounts and credits.
  • In the Amount of Discount field, put in the value you’d like to write off.
  • For Discount Account, select the account you added in the previous step, and press Done.
  • Select Save and Close.

So, these were some of the methods you can use to write off bad debts in QuickBooks Desktop software without any hassle. These methods are easy to follow and will help to get the process automated.

Related article: How to set up landed cost in QuickBooks Enterprise?

Final Line!

We hope you find this articled helpful and informative. We also offer technical support to QuickBooks users. Therefore, if you cannot follow any method or face any issues with the software, then reach out to us at 1-800-761-1787 for the best, time-effective solutions.

 

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Configure Firewall and security settings for QuickBooks desktop

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How to Fix the QuickBooks Error Code 12152?

How to Fix the QuickBooks Error Code 12152?

Ways to resolve the QuickBooks error 12152 like a Pro

For the past few years, QuickBooks by Intuit has become one of the most reliable accounting and bookkeeping software. For being packed with many effective features, the small and medium sized companies heavily depend on it. Right from managing finances to handling inventories and to payments, this application does it all for the users in a short span of time. The best thing is that it is very easy to use, and users can easily find any kind of guide regarding the software on the internet or seek assistance from QuickBooks support team.

Just like any other software, QuickBooks is not immune to errors or technical glitches. At times the errors can be easily handled by the users and sometimes they would require professional help to fix the issue. A common error faced by users is QuickBooks error code 12152 , which is related to internet connection settings. QuickBooks is not able to connect with the server if the internet connection settings is mis-configured and that’s why the software cannot be updated. You should first check whether the internet is working or not, instead of starting with the different solutions to fix error 12152.

In today’s article, we are going to discuss all facts associated with the QuickBooks error code 12152. However, if you are seeking for expert’s help, then you can simply ring up a call at 1-800-761-1787. We will help you to fix the bug for you within no time.

You may also like: How to resolve QuickBooks error 80029c4a?

What is QuickBooks error 12152?

Well, before learning the causes and solutions to this error, it is recommended to first get a brief about what does QuickBooks error 12152 means. According to the experts this error code mostly seen when there are any kind of issues with Internet connection settings. Any kind of technical glitch in the internet connection settings makes it hard for the software to connect to the servers, which ultimately end up in issues in updating the software. There can be a handful of factors causing such an error, which will be discussed in detail later on. So, we recommend you to continue reading this article till the end.

What Causes QuickBooks error code 12152?

The QuickBooks error 12152 can happen due to many reasons and the common ones are listed below:

  • This error often caused by mis-configured internet settings.
  • Older version of QuickBooks, especially QuickBooks desktop 2014 or earlier.
  • The license data is not identified by QB software.
  • There might be a problem with the API keys of Windows.
  • May be your computer is infected with virus, Trojan or malware.
  • Problem with the software installation, for instance the installation has got expired.
  • There can be issues with your Windows Registry.
  • QuickBooks or may be your computer got abruptly switched off due some reason like power cut etc.
  • Some important file or folder got deleted.

Symptoms of QuickBooks Error Code 12152

Identifying the QuickBooks error code 12152 becomes easy, with the help of the below mentioned signs and symptoms.

Read Also: How to Fix QuickBooks POS Error 1706?

Ways to Resolve QuickBooks Error code 12152

Below are the solutions to resolve error code 12152 in QuickBooks:

Solution 1: Verify your system’s date and time

The very first solution that one can opt for is to verify the system date and time. The steps to be followed are as follows:

  • First check if the Date and Time are correct on your system.
  • If it isn’t correct, then go bottom right of your system.
  • Now put the cursor on the time that is displayed and right-click on it.
  • Next, hit a click on Change date/time.
Verify your system's date and time - Screenshot
  • Now restart your QuickBooks desktop and check if the error has got resolved or not.

If you are Windows 10 user then follow the below given steps:

  • Firstly, go to Settings and click on Time & language
  • After that navigate to the Date & time page.
  • To set the current time click on Set time automatically option.
Verify your system's date and time in Windows 10 - Screenshot
  • In the Time zone section, ensure that correct time zone is chosen. In case it is not selected, then choose the correct one from the drop-down box.
  • If the daylight saving time applies to your time zone, just enable the “Adjust for daylight saving time automatically” option.

Solution 2: Do changes to the Internet Options

Another solution can be to check the working condition of the internet of your system. As many times, internet options might lead to such sort of errors. The steps involved in this process are as follows:

  • First of all, Navigate to the Start menu.
  • After that type the words – Control panel, in the search field.
  • Now the Control panel window will get opened.
  • In this window, search for the Internet Options.
Do changes to the Internet Options - Screenshot 2
  • After this click on the Internet Options.
  • Now go to the Advanced tab and click on it to open its window.
  • Lastly you have to choose the Advance reset option.
Do changes to the Internet Options - Screenshot
  • Check if the QuickBooks error 12152 is appearing or not.

See Also: Easy hacks to fix QuickBooks error code 1904

Solution 3: Uninstall/Reinstall QuickBooks desktop

In case the above methods fail to work for you, then in that case, uninstall or reinstall QuickBooks desktop and try resolving the issue. The steps to be followed over here are:

Uninstall or Reinstall QuickBooks - Screenshot
  • The first thing to do is uninstall the QuickBooks program.
  • After that download QuickBooks.
  • Now Install the QuickBooks software and launch it.
  • Look for the Scan option and then click on it.
  • Few of the errors will be displayed on the screen.
  • Now choose Repair all.

Now, see if you are still getting error code 12152.

Solution 4: Restore your PC

The next solution is to restore the PC. Restoring the system can work in fixing the error up to a great extent. You are simply required to follow the steps below:

  • First thing that you have to do is to restart your PC.
  • Now Log in into the system by using Windows admin credentials.
Run as Administrator - Screenshot
  • Now, hit a click on the Start menu which is located on the bottom left of the screen.
  • In the search field, type the words – System Restore.
Restore your computer - Screenshot
  • Now search for the option that says Restore computer to a previous time and date.
  • After this you have to choose the above option, and then go to the Next button and hit a click on it.
  • From the list of restore points, go for the latest one.
Restore your computer - Screenshot 1
  • Now you have to confirm your choice by once again clicking on the Next button.
  • At last, wait for the restoration process to finish. Finally, Reboot your PC.

See Also: Troubleshoot Multi-user Issues in QuickBooks for MAC

Solution 5: Use the Registry Editor

It is suggested that any changes in the Windows Registry should by done by some expert and not by yourself. This is because if anything goes wrong while you are making changes to the registry then your computer might stop working.

Repair QuickBooks Registry Files-Screenshot
  • At first go to the Start menu.
  • In the search field, type the word – command.
  • Press together the CTRL and Shift keys and hit Enter key on your keyboard.
  • Now you will see a User Account dialogue box on the screen.
  • After that hit a click on the Yes button.
  • Once done you will see a block box with a clinking cursor will be displayed on the screen.
  • Now type the word – regedit.
Use Registry Editor - Screenshot 1
  • After then press Enter key.
  • You have to choose the key that is related to QuickBooks error 12152 in the registry editors like the Google Chrome or Internet Explorer
  • Now choose the Export option in the File menu.
Use Registry Editor - Screenshot
  • You have to store the Google Chrome or IE backup key in a folder.
  • Next, you are then required to give the folder a name and also, ensure Selected branch is chosen.
  • After this hit a click on the Save button.
  • Lastly, verify that the file has been saved as a .reg file.

Read Also: What is QuickBooks error code 1321?

Conclusion!

Through the above-mentioned solutions, you can easily resolve the QuickBooks error 12152. However, if the problem still appears on your software then you have to connect with the QuickBooks error support team at 1-800-761-1787. Our experts will guide you with quick and relevant solutions to your problems or queries.

So, do not hesitate in getting in touch with our support team, as we will be happy to help you!

 

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What is QuickBooks PDF Converter and How to Use it?

What is QuickBooks PDF Converter and How to Use it?

Get the latest steps to Install, delete and troubleshoot the QuickBooks PDF convertor issues

QuickBooks accounting software is a bliss, when it comes to features and functionalities. One such built-in feature is QuickBooks PDF converter, which converts QuickBooks reports and forms into Adobe portable document format files. Having QuickBooks reports in PDF form, makes it easier to share the financial reports to personnel who don’t have QuickBooks installed in their systems. However, situations might arise when you might bump into QuickBooks issues related to printing, emailing, or saving as a PDF file from QuickBooks desktop. There is a lot more about PDF converter, its installation, and troubleshooting of errors.

Thus, to know more, make sure that you stick around this space till the end. And unleash some of the most important information related to QuickBooks PDF converter. You can also connect with the QuickBooks experts for quick and precise solutions. We are available round the clock and offer you the best services that your business deserves.

Read Also: How to Troubleshoot the QuickBooks Error Code 6105?

Perks of using QuickBooks PDF tool

QuickBooks PDF converter tool rolls in with some great advantages, some of which are listed below:

  • Easy data sharing is one of the major benefits of using QuickBooks PDF tool. This can help in making the well-informed decisions and also boost the business profits.
  • Another benefit can be that the PDF file is supported across various platforms and can be opened with the help of Adobe reader, Foxit reader, PDF-Xchange viewer, or perfect PDF reader.
  • Moreover, once you converts the company’s data in the PDF format, you can email it to the clients and associates. You might also upload the PDF file to a web browser, intranet, or computer server, so that others can also see it.
  • You can also convert various QuickBooks reports such as reconciliation statements, balance sheets, company invoices, and various others.

Steps for installing QuickBooks PDF converter

So as to install the QuickBooks PDF converter, the below steps can surely work. Let us dive in deep and further explore the steps involved:

  • To start off with, you need to right click the QuickBooks desktop icon and select the properties tab.
  • Head forward by clicking on to the find target tab or open the file location.
  • Furthermore, you should double click the install application, or install.exe to install the PDF converter alternatively.
  • Now, click on OK tab when the installation gets complete.
  • Hit a click on the windows start tab and also hit a click on search tab.
Start Menu - Screenshot Image
  • Type in the control printers in open field and click on the OK tab and also this will open the printers and scanners window.
Printers and scanners window - Screenshot Image
  • You should then right click the document converter and opt for the rename option.
  • The last step is to enter the QuickBooks PDF converter and hit enter key, and also ensure typing the name accurately as shown here, including spaces.

Steps to delete the QuickBooks PDF converter

Now that you have learnt the steps involved in installing QuickBooks PDF converter, let us explore the steps that can be implemented in order to delete the same.

  1. Kick start the process by logging in to the windows using the admin credentials.
Run as Administrator - Screenshot Image
  1. In case you are using Microsoft windows XP, then open the printers and faces window and head forward using these steps:
    • You should first move to the windows start tab on the bottom left of the screen and also click on it. Moreover, choose run tab.
    • Type in the words stating control printers in the run window.
    • And also, click on ok tab.
  2. If you are using newer version of Microsoft windows including windows 10, then in that case, you are supposed to open the printers and faxes/ devices and printers window and follow the steps ahead:
    • You will have to first head to the windows logo tab and click on the same. Also, hit the run tab, if not available, then use the start search bar to find run.
    • Now, in the run window, enter the words control printers.
    • Click on OK tab.
    • In case the printers and faxes window opens up, we suggest you to right click the QuickBooks PDF converter icon.
    • And from the list that appears, right click to get the delete option.
    • Click on yes, in the confirmation window.

And you are good to go …

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How can QuickBooks PDF converter be reinstalled?

If you want to get back the PDF converter after deleting it, then carry out the steps listed below related to reinstalling QuickBooks PDF converter.

  1. Start the process by seeking for QuickBooks icon on the desktop.
  2. Furthermore, right click the QuickBooks icon.
  3. Moreover, from the list that is seen on the screen after right clicking, pick the properties option.
  4. In the properties window, hit a click on the find target option or open file location.
  5. You will be driven to a windows explorer window.
  6. There, you have to double click the install.exe file or install application.
  7. This will install the PDF converter.
  8. Later, tap on ok tab.
  9. Head to the windows start tab and also select run.
  10. Type in control printers in the open field.
  11. Followed by hitting ok tab to open printers and faxes.
  12. Furthermore, you should right click on the Amyuni document converter and choose rename tab.
  13. Followed by entering the correct name according to the QuickBooks version being installed in the system and hit enter tab.
    • QuickBooks 2006-2009 R8: QuickBooks PDF converter
    • QuickBooks 2009 R9 and later: PDF converter 3.0
    • QuickBooks 2010 R1 and R2: PDF converter 2.0 QuickBooks
  14. After that select NO for the default printer and then hit a click on the Next tab.
  15. Now choose Do not share this printer and then hit a click on Next opt.
  16. Next, you will see a prompt to print a test page and you have to choose the option NO and finally hit a click on Next.

Troubleshooting PDF converter issues (PDF and print issues in QuickBooks desktop)

While converting PDF, you might bump into certain errors, which can be resolved using the rectification methods listed below. Let us explore further:

PDF error message in QuickBooks desktop - Screenshot Image

Solution 1: Running QuickBooks Print and PDF repair tool from QuickBooks tool hub

In order to get rid of the PDF and print issues, one can make use of the QuickBooks print and pdf repair tool. This can be accessed using tool hub. We have jotted down the steps involved in this process, let us have a look:

Step 1: Download and install Tool hub

  • Start with closing QuickBooks.
  • It is highly recommended to download the most recent version of QuickBooks tool hub. You can save the file somewhere that it can be accessed without any hassle. In case you have already installed the tool hub earlier, then you can find out the version being used by clicking on to the home tab or selecting the about to view the version.
  • Furthermore, open the file downloaded in the above step.
  • And pay heed to the onscreen steps to install and agree to the terms and conditions.
  • Head forward by double clicking the icon on the windows desktop for opening the QuickBooks tool hub.
QuickBooks Tool Hub - Logo

Step 2: Run PDF and print repair tool

  • Now that you have installed the tool hub, it is tile to select program problems inside the tool.
  • Click on the option stating QuickBooks PDF and print repair tool. This would take about a minute to run.
PDF Print repair tool from the QuickBooks tool hub - Screenshot
  • And then try to print, email, or save as PDF from QuickBooks desktop again.

See Also: How to Setup, Install and Update Intuit Data Protect?

Solution 2: Resetting temp folder permissions

In case the first method didn’t work for you, then try resetting the temp folder permissions.

Step 1: Reset the temp folder permissions

You need to check the folder permissions to the TEMP folder:

  • Press Windows + R to open the Run command.
  • Head forward by typing in %TEMP% and hit enter.
Run temp command - Screenshot
  • Right click the empty area of the temp folder and pick the properties tab.
  • Choose the security tab as well.
  • Also, make sure that all the users names and groups showing on the security tab have full control.
Allow full control - Screenshot
  • After the permissions are set to full control, make sure to save as a PDF again within QuickBooks.

Step 2: Confirming that you can print XPS

You should confirm that he/she can print to the XPS document writer, as QuickBooks makes use of the XPS document writer for saving as a PDF.

  • Here, you should first open notepad.
  • Followed by typing in test. Also, tapping on to the file and print options respectively.
  • Furthermore, choose the XPS document writer and hit print tab.
XPS document writer - Screenshot Image
  • Moreover, type a filename and also save it to the desktop.
  • Head towards the desktop and view the document printed from notepad.

Important points to consider

There are certain factors that should be kept in mind, before heading forward:

  • In order to test the print issues, you should print to the printer and check if he/she can print successfully outside QuickBooks.
  • In case you are unable to print to the XPS printer outside of QuickBooks, then consulting an IT professional is recommended.

Solution 3: Testing, reinstalling, and adjusting permissions for XPS document writer

If none of the above solutions worked, you can give a try to the below steps for fixing the issue successfully. But before that, it is important to be kept in mind:

  • That intuit doesn’t support Microsoft apps and isn’t responsible for the tools as well.
  • Moreover, if you are uncomfortable with the tasks, it is suggested to reach out to IT professional.

Steps under this process:

  • At first required to test the XPS document writer and print outside QuickBooks.
  • Later verify the XPS services and check if they are enabled or not.
  • Head forward by reinstalling Microsoft XPS document writer.
  • And adjust windows user permissions for XPS document writer.
  • Furthermore, edit the security software settings.
  • And install or repair MSXML 6.0.
  • Moreover, create a new template for the form.
  • And bypass the print spooler.

Also Read: How to Download, Install & Set up QuickBooks Desktop for Mac 2021?

To wrap it up!

There is a lot of learn about QuickBooks PDF converter, and we have tried to summarize some of the most important information related to it in this piece of writing. For some reason, if any of your query remained unanswered, or if you find anything confusing at any stage, do not think twice in consulting our U.S based support team.

You can also contact our QuickBooks enterprise technical support team for quick and precise solution using the cutting-edge tools and technologies. Reach out to us at 1-800-761-1787, and we would be more than happy to help you.

 

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How to Download, Install & Set up QuickBooks Desktop for Mac 2021?

How to Download, Install & Set up QuickBooks Desktop for Mac 2021?

Get the latest steps to download, install and set up the QuickBooks Desktop for Mac:

If you are a Mac user and looking for a good accounting software, then QuickBooks is a great solution. It is available for Mac users and that too with some features that are exclusively for Mac users. A few of the features include the following: Automatic reminders in iCalender, timely notification in the menu bar, auto contacts sync in Mac operating system’s address book. Setting up and installing the latest version of QuickBooks desktop for Mac involves a few simple steps that are given below in this article. So, keep read on!

However, if you want an expert to install and set up the QuickBooks desktop for Mac, then give us a call right away and ask our professionals for further assistance. Our experts will be happy to assist you in installing and setting up QuickBooks desktop for Mac. Or else you can scroll through this post and explore further information.

Read Also: How to Set up QuickBooks Desktop to Work From Home?

Essential points to consider before setting up QuickBooks Mac

There are certain points that you should consider before setting up and installing QuickBooks desktop for Mac. Let us check out the points one by one:

  • Before starting with the installation process of QuickBooks desktop for Mac, it is important for you to consider certain pointers including the following:
    • You need to ensure to run QuickBooks Mac desktop on the system. And then check the minimum system requirements for the particular Mac version.
    • In case you have accidentally purchased QuickBooks for windows, then he/she needs to ensure to return the product and get the right version.
  • Also ensure that to prepare the license and product number.
  • In case you are having the CD, then you need to look for the scratch off label on the packaging.
license and product numbers - Screenshot Image

Least system requirements for Mac desktop

There are certain system requirements that are required for installation of QuickBooks desktop for Mac. Let us check out those system requirements:

  • You need to have at least MacOS 10.14 (Mohave); supported by MacOS 10.14 (Mojave).
  • Also, Intel processor, Core 2 Duo or higher is a must.
  • You should also have multi-user server: Intel Core 2 Duo or higher processor in order to run a server.
  • At least 2 GB RAM is a must, however, it is recommended to have 4 GB RAM.
  • Ensure that the product is registered.
  • Also, for Mac, using Intuit checks to print checks.
  • Another thing is that the printer should be 100% Macintosh-compatible printer, in order to print the invoices, checks, deposit slips, lists, purchase orders, mailing labels, etc.
  • 250 MB disk space should be available.

Also, the CD/DVD drive or the internet connection for downloaded installation.

Limitations of QuickBooks desktop for Mac

Despite of the above stated plus points, there are certain limitations of QuickBooks desktop for Mac.

  • Maximum three user licenses: It should be noted that QuickBooks for Mac offer two user license and you can buy only one license additionally.
  • No access to data via mobile: Another limitation of QuickBooks desktop for Mac is that the QuickBooks online permits you to access the data from mobile phones, but this feature is not present for QuickBooks for Mac.
  • Limited technical assistance: One more limitation of QuickBooks for Mac is that it comes with unlimited tech support for 30 days, but later on you will have to purchase the support plan.

Related Article: How to Troubleshoot Multi-user Issues in QuickBooks for MAC?

Steps to Install and Set up QuickBooks Desktop for Mac

It should be noted that this is only for QuickBooks desktop for Mac. In case you are using QuickBooks for windows, the set of steps would differ. Let us check out the steps involved in here:

Step 1: Ensuring that the QuickBooks desktop for Mac will run on the system

System Requirement of QuickBooks desktop for Mac 2021 - Screenshot Image

In this step, you need to check the system requirements for Mac version, that we have mentioned in above. This is to ensure that the QuickBooks can be installed on the system without any issue.

Step 2: Spotting the license and product numbers

  • In case you have downloaded a digital copy: You might have got an email confirmation that would have the license and the product number. In case, the mail isn’t received, then you may locate the license number or you can contact support team.
  • In case you got a physical copy: In such as case, you need to look for the scratch off label on the packaging, then you need to scratch the label to spot the license and the product number.

Step 3: Downloading and installing QuickBooks desktop for Mac

Download QuickBooks desktop for Mac 2021 - Screenshot Image

Note: It should be noted that if you are trying to download the installer and are having trouble, then you might need to clear the browser’s cache and cookies or use a different browser.

  • After that, close all running applications.
  • And then, double click the downloaded installer or insert the disc into the Mac CD drive. Also, this will automatically open the QuickBooks installation window.
  • Next, drag the QuickBooks icon to the applications folder, and the applications folder will open up automatically.
  • The last step is to double click the QuickBooks icon and open the application.

Related Article: How to Customize Reports in QuickBooks Desktop for Mac?

Step 4: Upgrading and converting the company file

In case you have upgraded from previous version of QuickBooks desktop for Mac, then you need to update the company file to work in the newer version. The steps involved in this process are:

  • To begin with, open the company file in the newer version.
  • After that, when the QuickBooks software prompts to update or convert the company file, then select upgrade.
  • And then, select OK button if you see any pop-up on your screen.
  • And lastly, check the balance, reports and accounts to ensure the correct company file is converted.

Step 5: Setting up multi-user (not mandatory)

In case you are having more than one user license, then you could set up QuickBooks in multi-user mode to ensure that all users can access the file at the same time. The steps to be carried out are as follows:

  • The very first step is to open the multi-user folder.
  • And then drag the QuickBooks server icon to the applications folder. User added image.
Steps to Set up multi-user in QuickBooks Desktop for Mac - Screenshot Image
  • The next step is to select the authenticate to modify the applications folder if asked. And then enter the admin username and password and select Ok button.
  • After that, launch the QuickBooks and open the company file.
  • To end the process, make sure to visit the file and then choose enable multi-user mode to share the company file.
Enable multi-user mode - Screenshot Image

You might also see: How to Create a Journal Entry in QuickBooks desktop?

Final Note.!

Installing and setting up QuickBooks desktop for Mac doesn’t involve any rocket science, all you have to do is to carry out the above stated steps. However, if you feel the need of technical assistance at any point of time, then you must get in touch with our QuickBooks desktop support team at 1-800-761-1787.

Our dedicated support team and certified ProAdvisors will be there to assist you in a single call. This process might seem to be a bit technical, so recommend you to contact us without any hesitation. We will be happy to help you.

 

Other helpful articles:

How to Perform a QuickBooks Clean Install Tool for Windows?

Steps to Install & Use QuickBooks Database Server Manager

How to Sync and Share the QuickBooks Files Between Two Computers?

How to Sync and Share the QuickBooks Files Between Two Computers?

Learn how to Sync the QuickBooks desktop files between two computers:

Syncing data between devices permits you to increase the productivity and also enhance the flexibility in accessing the data. When it comes to syncing the QuickBooks files between two computers, majority of the users are unsure about the process to do so. In case you try to sync the data without complete information, then you might face issues. Thus, considering this fact, we have tried to summarize the entire information of syncing QuickBooks files between two computers in this article. Thus, if you are interested in knowing then make sure to continue reading the post.

We have an alternate for you, which is to get in touch with our technical support team and ask them to carry out the process on your behalf. Our U.S based certified accounting professionals will ensure to complete the process without any kind of mess.

Intuit Sync Manager - Screenshot Image

You may also like: How to Fix QuickBooks Balance Sheet Out of Balance Issue?

Important

Before beginning with the process, you need to ensure that there is a correct installation option for each system. It is also important for you to check for both the systems connected on the same network. Another option available for you is to uninstall and reinstall QuickBooks on both the systems and then use QuickBooks on both computers with the right options.

Uninstall or Reinstall QuickBooks - Screenshot

When you re-install, the configuration gets completed on both desktop then the primary desktop will store the company file and also will allow you to sync the data to other systems on the network.

You can also opt for the data transfer utility, which is known as a third-party commercial utility, if it contains two separate company files that need to be merged. Once you are done with these fact checks, it is the right time to jump on to the process to sync QuickBooks files between two computers.

Process to Sync QuickBooks Files Between Two Computers

So, now that you are aware with all the above facts and information, it is the right time to begin with the process to sync QuickBooks files between two systems. The steps to be followed are:

  1. To begin with, you need to install and download data transfer utility provided by Intuit. Marketplace on the primary system that hosts the company file.
  2. You are then required to paste the company file to the primary system from a secondary system. And can also save the company file to disk or can also transfer it to the source computer over the network.
  3. Start QuickBooks on the primary computer. For which you need to select the file and open a company file from the secondary computer and also select the open company option.
  4. Now, in the data transfer utility. You will have to select open source company tab in the export data from the source company.
  5. Pick yes and permit access even if QB is not running. You need to also look for the option to permit the application to access personal data. After which, click on continue, yes, and done in QuickBooks.
  6. You will have to select the close tab in the currented connected to tab, which will be there in the data transfer utility.
  7. Followed by checking the file menu and also selecting close company option in QuickBooks.
Close Company - Screenshot Image
  1. Click on the file option and then click on open or restore company. Along with that select open a company in QB.
Open or restore company file in QuickBooks - Screenshot
  1. Now you are supposed to select open destination company of disk transfer utility from the import data into destination company.
  2. Select yes, always permit access even if QB is not running and also permit the application to access the personal data. Further, click on continue, yes, and done respectively.
  3. Go for the close tab for currently connected to field in the data transfer utility.
  4. Followed by selecting the file menu and also selecting close company in QuickBooks.
Close Company - Screenshot Image
  1. Select type of data and change tabs respectively from data transfer utility. Along with that select an option that presents the information you wish to import to the destination file.
  2. Last but not the least, navigate to the import data into destination, in the data transfer utility and also select the import data tab.

This would probably sync the files between two computers successfully.

Read Also: Convert a QuickBooks for Windows file to QuickBooks for Mac

Steps to share the desktop version between two computers

It should be noted that the database file manager permits the software to interact with the QuickBooks desktop company file. You need to use this supported mode for setting the file, which means the recommended multi-user set is the company file stored on the host file. Below are the steps to turn on host. You should ensure that you are using a server to host the file, which you will not need to turn on hosting for workstations. Turning on hosting is only applicable to the host systems. Now, let us check out the steps involved:

  • For this, you need to first navigate to the file menu and also select the utilities tab.
  • Followed by selecting the host multi-user access.
  • You need to select yes to confirm.
Host multi-user access - Screenshot Image

And also, follow the steps below:

  • Initially, navigate to the server system, which is the computer that stores the company file.
  • At the server system, you need to navigate to the start menu and also search for the database server manager.
  • Now select the QuickBooks database server manager from the resulting drop-down menu.
QuickBooks Database Server Manager Tool - Screenshot
  • Followed by, clicking on browse and browsing the folder where the company files are to be saved, in case the folder locations aren’t displayed in the previous step. Also, hit OK after that.
Choose folder in QuickBooks Desktop Database Server Manager - Screenshot
  • Select the Start Scan option, which will repair all the firewall permissions to enable QB to communicate over the network.
QuickBooks database server manager (Start Scan) - Screenshot
  • Close and try to open QB in multi-user mode on your workstations.

Database server setup for synchronization

You are suggested to store the company file or network sharing on the primary computer. Or select the option to use QuickBooks but not store the company’s file on the secondary computer and install QuickBooks. Perform the below steps after the completion of above steps:

  1. Head to the scan folders tab, add folders, and scan, so as to scan the primary computer for the QuickBooks company file. Click on close once your verified company file has been found.
  2. Click on the company menu.
  3. Move to the set up users and password and click on set up users tab within QuickBooks on primary system.
  4. Click on the given tab of add user in the system display and then assign QuickBooks username and password.
  5. Select the access options for secondary computer and hit next tab.
  6. Choose the changing or deleting transaction permissions.
  7. Move to the next and finish tab.
  8. Now hit a click on open or restore company and click on open a company in QuickBooks on the secondary system.
  9. Look for the location on the network where the primary company file is stored.
  10. Select the file, then login with the username or password created on the primary system.

See Also: How to Open QBW File without QuickBooks?

Conclusion

The process to sync QuickBooks files between two computers become easy with the steps we have mentioned above. However, there can be a situation, wherein you might face issues in carrying out the process, then in such a scenario, do not hesitate in calling our QuickBooks enterprise support team at any point of time.

Ring up at our dedicated helpline number i.e. 1-800-761-1787, and discuss your query with our U.S based certified accounting professionals and experts. Our team will be happy to help you.

 

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How to Install Multiple QuickBooks Desktop Versions on One Computer?

Get the method of Installing multiple QuickBooks desktop versions on one system

Installing multiple versions and editions of QuickBooks desktop on one system doesn’t involve any rocket science. In case you have used QuickBooks for a while, or you are an accountant with lots of clients, then you might use newer or older version of QuickBooks desktop. You can have multiple editions as well as versions on the same system. All it takes is some specific steps to install each of the version or edition one at a time.

In case you require to reinstall or move QuickBooks to another system, we will show you how you use the migrator tool. Just read this post carefully till the end, to unleash the further details. Or you can simplify the process connecting with our accounting professionals and leave the rest on them.

You may also read: Verify and Rebuild Data in QuickBooks Desktop

Terminologies

  • Version: Basically, a version is the numeric notation of the product’s release. For Example: QuickBooks desktop 2018 and QuickBooks Desktop Enterprise 18.0.
  • Region: A region refers to a specific location, such an United States, Canada, and the United Kingdom.
  • Edition: The term edition refers to the set of features included in a product. The examples of this include: Pro, Premier, and Enterprise.
  • Flavor: By flavor it is meant an industry-specific set of sub-features of a product. For Example: Contractor’s, Non-Profit, and retail.

Important points to remember

There are certain points that you should consider before beginning with the processes:

  • Users can work in multiple versions of QuickBooks desktop at the same time. In case they are working in premier 2019, users can also open premier 2018. It should be noted that users can open the same version of premier and enterprise if you use the accountant edition.
  • Also, users can install the same version of QuickBooks desktop pro or premier and enterprise.
  • Another important point to remember is that users can only install one industry specific edition of QuickBooks desktop for each version. This means that you can have either QuickBooks desktop premier 2018 retail or premier 2018 contractor, but not both.

It should be noted that QuickBooks desktop accountant is an industry specific edition. In case you are an accountant, make sure to use the accountant edition to switch to any other industry-specific editions of QuickBooks desktop.

  • Users can’t mix and match different regional versions and editions of QuickBooks desktop. In case they need multiple regions on the same system, it is recommended to use a virtual machine or a web hosting service to create an environment for each region.
  • Users can’t easily share data or company files between QuickBooks desktop enterprise and pro or premier. They can also can’t share data between different versions of QuickBooks.

It is important to note that if you open a company file in newer version or higher edition of QuickBooks, then it automatically upgrades the company file to the most recent version or highest edition. Once you upgrades, you will no longer be able to open the company file in original version or edition.

See Also: How to Fix QuickBooks Payroll Error 15223?

Steps to Install multiple versions of QuickBooks desktop

You can use some specific steps to install each version and edition of QuickBooks in single computer. the steps include the following:

  1. In case you haven’t already, you need to download the version or edition. You need to save the file somewhere it can be easily spotted just as the windows desktop.
  2. Furthermore open the QuickBooks.exe that has been downloaded.
  3. You are required to follow the on-screen instructions. After the installation type is selected, you need to opt for custom and network options. And it is recommended to avoid selecting express.
Install multiple versions of QuickBooks - Screenshot 1
  1. Now choose custom network option. In case you plans to use QuickBooks only on the system and not share the files over the network, you are recommended to select I’ll be using QuickBooks desktop on this system. However, if you are setting up a multi-user network, and then select either I’ll be using…..And or I will NOT be using depending on the setup.
Install multiple versions of QuickBooks - Screenshot 2
  1. Once you installs multiple versions or editions, QuickBooks asks if you want to replace what’s currently on the system. It is recommended to avoid replacing anything, unless that’s what you want to do. In order to avoid overwriting the data, you need to create unique install folders for each version and edition. When you gets to the upgrade or change installation location window, then you are recommended to select change the install location.
  2. Now you are recommended to choose browse. And hit a right click on the window and create a new folder. Also, avoid selecting the existing QuickBooks folder or any folders that have QuickBooks info.

Note: It is recommended to put the version and edition in the folder name.

  1. You should follow the rest of the onscreen steps to finish installing.

You need to repeat the steps for each version and edition of QuickBooks to be installed. Also, ensure to install them in their own unique folder.

Update QuickBooks desktop to latest release version

Once you installs the QuickBooks desktop, run an update to get the latest release:

Update QuickBooks Desktop - Screenshot Image
  • You can also schedule automatic updates, so you do not have to do that manually.

It should be noted that in case you have multiple editions for the same version, then QuickBooks might not run updates automatically. In order to get most recent updates, updating each version manually is recommended. Also you can download updates for specific edition.

Read Also: Steps to Correct the Cache Amount for QuickBooks Enterprise Solutions

Final Words!

As we mentioned earlier, installing multiple QuickBooks desktop versions on one system doesn’t involve any rocket science and we expect that after going through the above processes, you might be successfully able to carry out the task.

In case of any difficulty or if any of your query remained unanswered, you can simply contact our QuickBooks enterprise technical support team by means of our dedicated support line i.e. 1-800-761-1787, and they will guide you through the process.

 

Recommended readings:

Reset your QuickBooks Password for Admin and Other Users

Simple methods to fix QuickBooks error code OLSU 1014

Fix QuickBooks Errors and Problems


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