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QuickBooks Unexpected Error 5 – Reasons And Resolution

June 12, 2023 admin

QuickBooks unexpected error 5 is often experienced when a QuickBooks Database service user is blocked from accessing the location of the QuickBooks company file. When the error occurs, you will see an error message on your screen with the text –

“Got unexpected error 5 is a call to NetShareGetInfo for Path”.

Invalid entries in the Windows registry are one of the most apparent reasons behind the error. However, there are multiple factors that can bring forth QuickBooks unexpected error 5 when accessing the company file location. Knowing the possible reasons behind this issue can facilitate you with the error resolution. Here, you can find the common triggers behind the error and detailed solutions you can implement to eliminate the error. Let’s begin!

About QuickBooks Unexpected Error Message 5

As we have discussed above, the error often occurs when a QuickBooks Database service user fails to access the company file location. You may receive various instances of the error messages on your screen as stated below:

“Error: Encountered Unexpected Error 5 in call to NetShareGetInfo for path\\server\file.QBW”

“Error: An Unexpected Error Occurs “Intuit QuickBooks Enterprise Solutions: Contractor 16.0”: V26.0D R3 (M=1066, L=335, C=249, V=0 (0))”

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When the error messages appear on your screen, it hampers the workflow of the users, and therefore, it needs to be resolved by implementing the right measures. Troubleshooting the possible factors behind the error can be an effective way to get rid of this annoying situation.

What Promotes The Arrival of QuickBooks Desktop Unexpected Error 5?

The possible reasons for QuickBooks unexpected error 5 are stated in the below-given list:

An improper or forced shutdown of the system is one of the possible reasons behind the error.
Partial or damaged installation of the program can also cause QuickBooks error 5 when accessing the location of the company file.
Using an outdated version of the application can evoke unexpected error code 5 in QuickBooks.
Invalid entries in the Windows registry are one of the primary reasons behind the error.
When the system is under a virus or malware attack, you may observe the error message on your screen.
A window user with insufficient permissions to work in the program.
The invalid download location of a POS update.

What Are The Symptoms of QuickBooks Unexpected Error Code 5?

QuickBooks unexpected error 5 can be determined by keeping an eye on the below-given symptoms:

You will get an error message on your screen indicating the erroneous situation in QuickBooks.
The warning message includes unexpected error code 5.
The QuickBooks Database service user fails to access the location of the company file.
An ongoing task gets hindered in QuickBooks affecting your business workflow.
You need to implement the relevant solutions to eliminate the error to get back to your routine accounting tasks.

How To Fix QuickBooks Unexpected Error 5?

Now that the error message has already arrived in your system, you can’t escape troubleshooting. We have listed all the possible reasons behind the error along with their relevant troubleshooting solutions. Check below:

Solution 1: Recreate QuickBooks Company File User

Deleting and recreating a QuickBooks company file makes a user account new and error-free. Therefore, we will attempt this solution in the first place. Below are the steps to get this task accomplished:

Step 1: Delete/Remove The User

From within the QuickBooks application, you need to select the Users located underneath the Company tab.
Next, select the option labeled Set up Users and Roles.
Thereafter, select the User located under User List and then click Delete.
In the end, click Yes to confirm the deletion.

Step 2: Re-Create The Company File User

Again, on the Users and Roles page, select the New option.
Here, you need to assign a name for the new user.
Provide your password to confirm this action.
Now, set the roles for the new users before you conclude this procedure and hit the OK button.

Check if the QuickBooks unexpected error 5 is fixed or not. If you are still experiencing the problem, try the next method.

Solution 2: Download QuickBooks Tool Hub To Run QuickBooks File Doctor

A damaged company file or network can also bring forth an unexpected error in the program. QuickBooks File Doctor is an incredible utility in the program that can repair damaged network and company files in QuickBooks. To access the File Doctor Tool, you need to download and install the QuickBooks Tool Hub on your device. Below are the steps:

Download And Install QuickBooks Tool Hub

Open your browser to pay a visit to Intuit’s official website.
Here, you can download the latest version of the QuickBooks Tool Hub on your device.
Download the tool hub based on your system configuration – 32-bit and 64-bit.
The executable file will be downloaded as QuickBooksToolHub.exe. Save this downloaded setup file to a suitable location.
Now, go to the download location and run the setup file to start the installation of the Tool Hub.
Follow the on-screen instructions to install the file and agree to the terms and conditions.
Once the QuickBooks Tool Hub is installed, you are all set to put it to use.

Run QuickBooks File Doctor

When in QuickBooks Tool Hub, you will see a list of the error categories.
Locate and click on the Company File Issues, and it will help you run the QuickBooks File Doctor tool.
In QBFD Tool, you Browse the company file you want to repair and then select it.
Click the Check your File option and then click the Continue button.
Following the described steps will make the QuickBooks File Doctor scan your company file for potential damages and repair it.
The time taken in the entire process depends upon your Internet connection, the size of the company file, and the complexity of the error.

Once done, check if QuickBooks unexpected error 5 is fixed. On experiencing the error again, move to the next troubleshooting procedure.

Solution 3: Turn Off User Account Control To Fix QuickBooks Error 5

User Account Control is a setting in the program that poses a restriction to an unknown change in Windows OS. When enabled, it may block your access to the QuickBooks company file. Therefore, when accessing the data file, make sure that UAC is disabled. Below are the steps:

Click the Start button on your Windows PC to begin the procedure.
Next, select the Control Panel to move to the next step.
Here, using the Search bar at the top, you need to search for the User Account.
Moving ahead, select User Account and then click on Change User Account Control Settings option.
Click Yes to confirm and shift the slider to the Never Notify option.
After changing the UAC setting, click OK and restart your Windows.
Again, run the program to see if the error message is fixed or if it is still flashing the error message – System Error Code: 5 Access Denied.
If the error continues, you will have to try the next troubleshooting method.
Contrarily, if the QuickBooks unexpected error 5 is fixed, you need to enable the UAC so that the security features work well against the unknown changes.

Solution 4: Reinstall QuickBooks Desktop On Your System

If you want to stop seeing the error message again and again, you need to reinstall the QuickBooks application. A partial installation of the QuickBooks application missing the essential components or damaged program installation can also bring forth error code 5 in QuickBooks. Below are the steps:

Step 1: Remove QuickBooks From Windows

Open the Run command by pressing Windows + R keys together.
Here, in the Run box, you need to type “appwiz.cpl” and click OK.
It will open the list of all installed programs on your Windows.
You need to find and double-click on QuickBooks, which will allow you to perform the steps for the complete removal of the program from Windows.

Step 2: Download QuickBooks Application

Go to the Downloads and Updates page to download your preferred version of the QuickBooks application.
If you are a ProAdvisor, log into your QuickBooks ProAdvisor Center for the program download.
If you want to use the Accountants version, log into CAMPS to download the program.
On the download page, you need to select the Country, Product, and Version to move ahead.
After that, click on the Download button to download the setup file to your device.

Step 3: Install The Fresh Copy Of QuickBooks Carefully

Now that you have downloaded the program on your device, you need to install it with the full system requirements.
You are recommended to save the downloaded file to an easily accessible location.
Also, keep your product and license number ready with you, as you will need them while installing the product.
Open the downloaded QuickBooks.exe file from the download location.
Follow the on-screen instructions, accept the software license agreement, and provide your license and product number.
Choose the install type among the options – Express Install (for single-user mode) and Custom and Network Install (for multi-user mode).
After choosing the right option, click the Next button.
After completing the installation, select Open QuickBooks and run it smoothly.

Solution 5: Update QuickBooks Point Of Sale (POS) Solution

An outdated QuickBooks Point of Sale is also one of the possible factors that can evoke QuickBooks unexpected error 5. Updating the POS solution can help:

In the first place, you need to sign in to the QuickBooks POS with admin credentials.
Now, go to the Help menu and then hover your mouse over the Software Update and then select Update Preferences.
Thereafter, you need to select the General tab.
Moving ahead, select Automatically Download Updates.
Select Notify Me and get notified when an update is available.
Finally, click the OK button to conclude the procedure.

Once the QuickBooks Point of Sale is updated to the latest release, check the status of the error.

Solution 6: Provide File Share Access To Fix The Error

When the error occurs, access to the QuickBooks company file is blocked. You need to provide the file share access to the user to get rid of the error. Below are the steps:

First of all, launch the File Explorer to start the process.
Now, locate the folder containing the QuickBooks company file.
Next, right-click on it and select Properties.
Select the Sharing Option to move to the next step.
Here, you need to choose a suitable sharing option among – Full sharing and Partial sharing.
Once chosen, press Apply and then click Okay to save the changes you have made.

Solution 7: Install The Reimage Repair Tool

Reimage Repair Tool can repair your computer to boost its performance, revive its life, and restore the speed and efficiency of your computer. To run it:

First things first, download the Reimage repair tool.
Save the downloaded Reimage setup file to your Desktop.
Now, go to the File location and click Yes for the prompt you see on your screen.
Thereafter, you can start the automatic scan and unmark the checkbox.
Moving ahead, select Install, and the tool will get scanned automatically.
After the scan, you can move ahead with the repair process.
Finally, reboot QuickBooks and check the status of the error.

In A Nutshell!

This blog elaborates on how to fix QuickBooks unexpected error 5, covering its possible reasons, symptoms, and other important aspects. Implementing the solutions listed in this post can help you with the error resolution. Additionally, if you are experiencing any difficulty during the error resolution, reach out to a trained expert and discuss your specific issues. Based on how you describe your problem, they will guide you with the troubleshooting of QuickBooks unexpected error 5.

You may also read: QuickBooks Error H202

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QuickBooks Batch Actions Not Working – Here’s How To Fix

June 9, 2023 admin

QuickBooks batch actions not working can be an annoying error in the program, as it hinders your work processes. Batch actions, as the name itself indicates, this feature can accomplish more tasks in batches or groups. However, when not working properly, it can hamper the efficiency of the program in handling tasks.

The Batch actions that don’t work in QuickBooks issue can take place due to a variety of possible reasons. Web page issues and problems with your accounting data are some of the common reasons behind the arrival of the error.

When the error takes place, you need to consider listing the possible reasons behind the error and fixing them to eliminate the problem. In this post, we have listed the possible reasons behind the QuickBooks batch actions error, along with their relevant troubleshooting solutions.

What Is The Batch Action Feature In QuickBooks?

Batch Action is one of the most amazing features in QuickBooks Online, which enables users to print multiple invoices, enter information, such as transactions, estimates, and sales receipts in bulk, send multiple emails, and more.

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So basically, this feature is devised to accomplish more tasks in a given time. You need to set it up to perform the tasks in a group. Sometimes, you may experience that the Batch Actions are not working in QuickBooks. In such a case, you need to locate the right batch action button and implement the correct action to perform a particular task.

How To Utilize Batch Actions In QuickBooks Online?

Handling your business accounting with batch actions facilitates your workflow and lets you accomplish more tasks. All you need is to use the right options to make this tool work for you. Below is how to perform the batch actions in QuickBooks:

1. Print Or Email Multiple Sales Forms And Invoices Using Batch Action

You can print or email multiple estimates, invoices, sales forms, and receipts by using the Batch Action feature. You need to consider two important conditions to utilize this task. Choose if you want to print or email the documents immediately or if you want to print them later. Once you make your choice, the Batch Action feature will do its job.

Case 1: Print Or Email Sales Forms Now

If you want to print or email your sales forms immediately, the below-given steps have got you covered:

When in QuickBooks Online, click on the Sales option.
Here, you need to go to the All Sales tab to move ahead.
Moving ahead, mark the checkboxes for all the transactions you will print or email.
After that, hit the Filter drop-down arrow, and it will let you filter the transactions by Status, Customer, Transaction Type, or Date.
Once the filters are applied, click the “Batch Actions” button.
In the end, select the Send Transactions option to send the email.
To print them, click on the Print Transactions option.

Case 2: Print Of Email Multiple Sales Forms Later

If you want to choose this option, you need to select it while working on them. It can simplify the process of sending or emailing sales forms. When you are working on the Sales Forms to print, email them:

Click the Send Later button, and it will send the email later.
To print the sales forms later, click Print or Preview and then hit the Print Later option.
Thereafter, click the Save button and close the transactions. Keep in mind that you have to avoid clicking the Save and Send buttons here.
Now, you can use a filter to batch forms for print or email.

Steps To Filter The Sales List

First things first, click on the Sales menu and then choose the All Sales option.
Now, click the Filter drop-down arrow to proceed further.
Next, click the Delivery Method drop-down option and select the Print Later or Send Later option from the list.
Click Apply to implement the changes you have made.
Here, you can mark the checkboxes for all the transactions you want to email or print. Selecting the top of the list can select all the transactions in the list.

2. Using Batch Actions For Sales Transactions

You can set up batch actions for your sales transactions as well in QuickBooks Online. Below are the steps:

Go to the Sales option in QuickBooks Online.
In the next step, move to the Invoice tab.
After that, mark the checkboxes for the transactions you want to include at the same time.
Once the transactions are selected, click the Batch drop-down arrow.
Finally, select a relevant option to conclude this task.

If you experience the QuickBooks batch actions not working issue, you can find the solutions in this post to fix the error.

3. Using Batch Actions For Expense Transactions

To use the Batch Actions for the Expense Transactions, follow the below-stated steps:

In your QuickBooks Online account, go to the Expenses tab.
After that, click on the Expenses option to move ahead.
Here, you need to checkmark the boxes against the options you want to add to the batch.
Thereafter, click on the Batch action drop-down menu and choose a suitable option.

The Batch Actions can also be implemented on the banking page. You need to select the transactions and then decide what you want to do with these transactions. Users further ask – which 2 batch actions can be performed in the customer center in QuickBooks Online? Well! They are “Make invoice” and “Assign a customer type,” which can be accomplished in QuickBooks Online.

QuickBooks Batch Actions Not Working Error – Possible Causes

Now that you are familiar with the batch actions in QuickBooks Online and are aware of the error, it is important to consider the factors that can promote this error as stated below:

When using an action that doesn’t apply to a particular document type, you may encounter batch actions not working in QuickBooks Online.
For instance, applying the print function on the bills can promote the error as the Print function doesn’t work on the bills.
Multiple factors, such as old cookies, trackers, and codes in the browser, can interfere with the Batch Actions in QuickBooks, promoting this annoying error in the program.

Important Considerations To Keep In Mind To Keep An Eye On The Batch Action Not Working Issue

When the error occurs, you need to check a few important things, such as:

Make sure that all the QuickBooks files are located in the same folder.
Verify that you have installed the latest version of the QuickBooks application to your device along with the appropriate services.
Confirm that the batch action is properly configured in the QuickBooks application.

How To Fix Batch Actions Not Working In QuickBooks Online?

If you are unable to use the batch actions in QuickBooks Online, the below-described solutions can help you eliminate the error:

Solution 1: Locate The Batch Button In The First Place

You might experience difficulty in finding the Batch button in QuickBooks Online if you are new to the program. To make this feature work correctly, you need to locate the right button in the first place. Below are the steps:

Steps To Find The Batch Button For Sales In QuickBooks

When on the left pane of the QuickBooks Interface, go to the Sales option.
Now, from within the Sales option, click on the Invoice tab.
You will now see the Batch drop-down menu.
Here, you need to select the options based on your batch action needs.

Locating Batch Button For Expenses in QuickBooks

In QuickBooks Online, go to the left pane and click on the Expense option.
Next, click the Expenses tab to move ahead.
Mark the checkboxes for all transactions you want to add for the batch action.
Now, from the Batch action drop-down list, choose the relevant option for the batch action.

This option is also available for Banking, wherein you can choose the list of the transactions you want to apply the batch transactions.

Solution 2: Export List To Excel To Make Batch Actions Work

There are certain limitations on printing bills directly from QuickBooks, and in such a scenario, you need to export the document list in Excel format to make the Print Batch Actions work. Below are the steps to fix the QuickBooks batch actions now working issue:

First things first, log into your QuickBooks Online account.
Now, choose Reports from the left pane.
Once done, enter the Name of the report you want to export.
Next, click on the Export icon you may locate at the top of the screen.
Thereafter, you will see the Export to Excel option; click it.
After selecting this, choose the Directory you want to use to save the exported file.
In the end, click Save to confirm the changes you have made.

Solution 3: Resolve Webpage Issues By Opening Browser In Private Mode

Certain webpages can interfere with the batch actions in the QuickBooks application. If the older files are interfering with the QuickBooks batch action, launch your browser in Private mode. Below are the steps for different web browsers:

If you are a Google Chrome user, press CTRL + Shift + Nnto to open the incognito mode.
To launch the private Window in Safari, press the Command + Shift + P keys together.
When in Firefox or Edge, you can open the private window by pressing Command + Shift + P keys simultaneously.

Now try to implement the batch action in QuickBooks Online to check if it works fine. If not, try other solutions to fix the Batch Actions feature in QBO.

Solution 4: Clear Your Browser Cache To Fix The Error

Sometimes, the browser cache can also interfere with the batch actions feature in QuickBooks, preventing users from utilizing it. Deleting the old cache can help you eliminate this problem. You can get it done from the settings menu of your Internet browser. Here, you can go to the Clear Browser Data section and mark the cache to delete them. Below are the steps for deleting the cache on Google Chrome:

When in your Google Chrome browser, click the Ellipses icon on the top.
After that, click on the browser’s Settings menu.
From the security options, you need to choose the Security and Privacy option.
Here, you can select Clear Browser Data.
Choose from Basic and Advanced tabs, such as history, cookies, cached images, files, and folders, whatever you want to delete.
Now, using the All-Time drop-down list, you can choose the time as well for deleting the cache.
Once selected, click on the Clear Data button to conclude this procedure.

After clearing your browser data, close all Windows and restart your system to check if the batch actions are working properly or not.

Solution 5: Download The Setup File For QuickBooks Batch Actions On Your System

If none of the solutions has worked in resolving the QuickBooks batch actions not working issue, then make sure that the latest version of QuickBooks is installed on your device and follow the below-given steps:

Check and confirm that the same folder contains all your QuickBooks files.
Leave QuickBooks before you start.
Now, using Windows Explorer, go to the folder containing all your QuickBooks files.
Next, click on the “QBProjects” folder having the “QuickBooksBatchActions” subfolder.
Double-click on the “QuickBooksBatchActions” subfolder to open it.
After that, you need to locate the file named “QuickBooksBatchSetup.exe” and double-click on it.
It will help you to set up the Wizard. On the Wizard’s first screen, select the QuickBooks Online batch actions to install option and click Next to move ahead.
Once it is installed, you can run it to check if the error is resolved or not.

Final Words!

This post can help users struggling with the QuickBooks batch actions not working issue. You can find the possible reasons and best resolutions in this post, implementing which you can get rid of the error. If you are facing any technical unease in implementing the solutions, get swift one-on-one assistance to get the issue fixed under an expert’s guidance.

Suggestion Reading: About QuickBooks Self Employed

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Recurly QuickBooks Online Integration – A Complete Guide

June 1, 2023 admin

Recurly QuickBooks Online integration syncs Recurly billing data with the QuickBooks Online application. Recurly and QuickBooks both are among the finest applications for the respective purposes they serve. Integrating these applications can help businesses handle their business accounting and subscriber management processes with the utmost efficiency.

If you are not sure how to integrate QuickBooks Online and Recurly app, this post can guide your way through the procedures involved. Moreover, you can get to know how to make the most out of the QuickBooks Online Recurly integration by reading this post until the end.

About Recurly

Recurly is a leading-edge subscription management software and recurring billing platform, and it is compatible with popular CRM, ERP, payment gateways, and other applications. It is best known for eliminating the complexities of automating subscription billing. The program facilitates the teams to handle and optimize their subscriber lifecycle, thereby improving customer retention.

QuickBooks Services

Accept credit card payments where you do business – in the back office, in your retail store, on your website, or on your mobile device.

+1-888-209-3999

Brands of all sizes rely on this platform to launch, manage, and scale multi-faceted aspects of their subscription business. The list includes creating plans and pricing, creating marketing promotions, managing subscribers, managing recurring bills, and reducing churns to accelerate growth.

Features Of Recurly

Some of the most impressive features of Recurly are explained in the below-given list:

You can streamline the plans, pricing, and promotions for your subscription business to handle your subscription business and entice your customers for better retention.
The program’s interface offers a complete view of subscribers and subscriptions and also offers multi-subscription assistance.
Payments Orchestration is an incredible feature in Recurly, which helps businesses access multiple payment gateways, alternative payment methods, subscriber wallets, and fraud management utilities.
The program enables you to handle your recurring billing and invoicing lifecycle, including automated and manual invoicing, taxes, compliances, and several others.
The Churn Management feature of the program offers revenue recovery tools to handle expired card management, backup payment methods, paused subscriptions, and more.
Revenue Recognition helps businesses to determine their month-end and deferred revenue balances. Moreover, you can calculate month-end and deferred revenue balances and move these figures into QuickBooks as journal entries.

About QuickBooks Application

QuickBooks is one of the most favored accounting applications among small to mid-sized businesses, thanks to its incredible accounting and bookkeeping features. It can help you handle your core accounting tasks, such as invoicing, inventory, cash flow management, reports, payroll, and several others. Besides, you can host your QuickBooks company file in a multi-user environment to enable access to multiple users to work on your data file at the same time.

QuickBooks is available in two main versions, which are the Desktop and Online version of the product. You can choose one to meet your specific business requirements. The Online version of the product is suitable for those who want to work flexibly. It allows users to handle their business accounting even on the go. You can access it anytime, anywhere, and that too on your preferred device with the help of an Internet connection.

QuickBooks Desktop, on the other hand, needs to be installed on your local system. However, it offers many powerful features to the users to handle their business accounting. Besides, QuickBooks Desktop offers different plans so that you can easily upscale or downscale as per your specific newly emerging business requirements.

Things To Keep In Mind Before You Perform Recurly QuickBooks Online Integration

Now that you are ready to integrate QuickBooks Online with Recurly, below are some important considerations you need to keep in mind before you move ahead and start the task:

It does not support the Desktop version as some of its features may not work properly with QuickBooks Desktop. The integration works best with the Online version of the QuickBooks application. Besides, the US version of QuickBooks Online is best-suitable for the integration.
Recurly sites are either supported in Production mode or in Sandbox mode for the integration. However, for QuickBooks Online, you need to prefer the Production mode. If you want to test using the non-production mode, create a trial QuickBooks Online account and perform the integration.
Not all plans of Recurly offer integration with QuickBooks Online. Make sure that you have either a Professional or Elite Recurly plan.
You need to keep in mind that the definition of customers is different for the two integrating applications. Recurly customers can use multi-currencies. In contrast, QuickBooks Online users can have only one currency. Therefore, this integration doesn’t work efficiently with multi-currency websites.
One QuickBooks site can sync data from multiple Recurly sites; however, a single instance of QuickBooks can be linked to just one Recurly site.
Recurly do not move data into QuickBooks for Gift Cards. They will appear in Recurly as regular payment if you wish to use them.
The customer’s number feature in the QuickBooks application can be problematic sometimes when integrating the programs; therefore, better disable it at the time of the integration.

How Does QuickBooks Online Recurly Integration Work?

Does Recurly integrate with QuickBooks? Well, the answer is Yes! However, not all the versions of QuickBooks or Recurly can integrate together. For instance, Recurly integration with QuickBooks Desktop doesn’t work properly. Also, you need to make sure that only Premium and Elite versions of the Recurly application can be integrated with the supported versions of QuickBooks Online.

The integration offers a one-way sync to the Recurly data into the QuickBooks Online application. Records are synced and work together in chronological order, as given below:

Plans, setup costs, recurring items, fixed prices add-ons with QuickBooks Online items.
Recurring accounts with QuickBooks users.
Regular bills and bills in QuickBooks application.
Payments and refunds for QuickBooks Online recurring transactions.
Intuit QuickBooks Credit memos for recurring credits.

Recurly QuickBooks Online Integration’s Common Sync Behaviour

You need to enter a start date when integrating Recurly with QuickBooks Online. After that:

Records produced on that date or later will be synced with QuickBooks Online.
QuickBooks Online and Recurly data will sync once every hour.
Each hourly sync strives to include newly added or updated data since the previous sync.
This is a one-way sync, wherein, Recurly data is synced to the QuickBooks Online accounting tool.
When you modify the synced data in QuickBooks Online, it doesn’t sync back in the Recurly application.

Planning And Items Sync When You Connect Recurly With QuickBooks Online

Below is how plans and items are synced in QuickBooks Online:

Recurly Items are synchronized as items in QuickBooks, including plans, fixed-priced add-ons, and setup costs.
In QuickBooks Online, you can see these items as Services Items by default.
Once they are saved to QuickBooks, users can change their types.
You may utilize both the item categories and items hierarchy with the plan sync.
You need to enter a distinct name for each item in QuickBooks.
Regardless of the sync date you enter when setting up the integration, all products, plans, fixed-priced add-ons, and setup costs will be linked to your accounting application.
If an invoice has a usage-based add-on, the item will be connected to Usage in QuickBooks reporting.
To make this sync work properly, you need to make sure that the names of your Recurly plan, items, and add-ons must be unique and distinctive.

Eliminating Duplicate Plans Due To Sync

When integrating QuickBooks Online with Recurly, you may notice duplicate client records. In such a scenario, the Resolve Error button will show a list of duplicate QuickBooks items or plans. To resolve this issue, you can choose the “Link to Plan” option. It will make all invoices using the plan to use the relevant item in the QuickBooks Online application.

How Are Customers Synced?

Customers are synced from the customer record type in QuickBooks to the account record type in Recurly. Below is the list of the details that are synced during the Recurly QuickBooks Online integration:

Name Display including the First and Last Name
Corporate Name
Cellular Number
Email
Account Number
Notes
Regardless of the start date, all Recurly accounts will be synced

Merging Customers During Integration

QuickBooks enables users to merge accounts to avoid duplicate customer accounts. This feature can contribute to successful data integration. Therefore, it is recommended to run an audit of your customers in QuickBooks before you integrate Recurly with your accounting application. However, you can use the merge feature even after integrating QuickBooks with Recurly as well, while keeping the below-given considerations in your mind:

Merge manually produced customers into automatically created customers for a new account for the integration.
Before you merge the Recurly, if you have a lot of duplicate accounts in QuickBooks, you can contact an expert to get it fixed for you before synchronizing Recurly data into QuickBooks Online.

How Are Invoices Synced?

When you integrate the programs, QuickBooks invoices make account and item/plan references to the customers. Thereafter, Recurly syncs each invoice line item to QuickBooks. Below are the fields that are synced between the Recurly Invoice and QBO invoice record:

Customer reference
Billing address
Terms
Invoice and Due date
Details for each line item, such as products, quantities, descriptions, rates, etc.

Benefits Of Recurly QuickBooks Online Integration

QuickBooks and Recurly are the finest programs designed to serve their dedicated purposes. Integrating QuickBooks Online with the Recurly application can offer a multitude of benefits to customers. Some of the main benefits of this integration are stated in the below-given list:

1. Access To The Crucial Data To Extract Insightful Reports

Recurly is best known for streamlining your subscription business. In addition, it stores the crucial data a business might need to prepare for an audit, board presentation, or fundraising. Recurly offers crucial data related to revenue, income, cash flow, and several others. Importing this data using the Reculy interface after integrating the two programs can help you get an insight into the financial performance of your business and make more strategic decisions to achieve the desired success.

2. Automated Processes To Do More In Less Time

QuickBooks Online Recurly integration automatically integrates your customer’s data into QuickBooks, such as payments, invoices, refunds, credits, and various others. Thus, it eliminates the need for this process to be done manually. All you need to do is to check that they are in the right place and make minor adjustments.

Now only your time and efforts, but it also alleviates the scope for errors, which is possible in the case of manual data import. Furthermore, you can use your Reconcile feature in QuickBooks Online to reconcile your cash at the end of every month. Including your bank account in QuickBooks can help you check your cash balance by matching payments from Recurly with equivalent deposits in your financial institution.

3. Revenue Recognition Accomplishing Your Accounting Solution

The Revenue Recognition feature in Recurly automates and accomplishes your accounting processes. It enables users to determine their month-end and deferred revenue balances. Moreover, you can enter these figures as a journal entry in the QuickBooks Online application. Thereafter, you can calculate your cash and account receivables from within QuickBooks to complete your revenue accounting task.

4. Facilitates Financial Institutions With Simplified Workflow

Recurly is professional software that can help you handle your subscription business with enhanced efficiency and retain your customer base. It is super easy to use with a comprehensive interface of the QuickBooks Online application. Thus, you can empower your accounting application with Recurly QuickBooks Online integration and reap the benefits of the program to its fullest potential.

Ending Words!

In this post, we have tried to cover all the important aspects related to the Recurly QuickBooks Online integration process, such as the procedure, benefits, and important considerations you need to keep in mind during the integration. The best practices are described in this post so that you can integrate QuickBooks Online with Recurly and utilize this integration to work more efficiently. In case you are experiencing any difficulty or have any queries related to the procedures, feel free to connect with experienced professionals.

Suggestion Reading: Troubleshoot QuickBooks Email Issues

QB Desktop Support

Import QuickBooks Desktop To QuickBooks Online – Easy Steps

June 1, 2023 admin

Not sure how to import QuickBooks Desktop to QuickBooks Online? Read this post until the end to understand the entire procedure.

QuickBooks is one of the most outstanding accounting solutions available in two main versions- Desktop and Online. The Desktop version of QuickBooks is known for its robust features to handle important user tasks. On the other hand, QuickBooks Online offers great flexibility to users and lets them handle their business accounting even on the go. Besides, it also enables seamless and real-time collaborations with accountants. When all users work with the most updated QuickBooks company file, it reduces the chance of errors and makes the workflow more efficient.

If you are willing to import the QuickBooks Desktop company file to the online version of the program, reading this post until the end can be helpful for you. Let’s start!

Important Things To Keep In Mind Before You Import Desktop Data To QuickBooks Online

Before you import QuickBooks Desktop to QuickBooks Online version, it is important to consider a few important points to make this import meaningful for you:

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When migrating data into QuickBooks, you may not be able to move all your reports and features. You need to export the custom reports manually to the application before you move to QuickBooks Online.
Make sure that QuickBooks Online has all the features you want to handle your business accounting. If not, you need to figure out how you are going to deal with this shortcoming.
Perform the migration on the weekends or the time when employees are not involved in performing a crucial accounting task. The migration will cause downtime, so ensuring this will ensure the least disruption to your workflow.
Earlier, QuickBooks Desktop was a one-time payment product, but both versions of QuickBooks are now subscription based.

How To Import Data From QuickBooks Desktop To QuickBooks Online Version In A Few Simple Steps?

Now that you have brain-stormed the important considerations we have explained above, here is the step-by-step procedure to import QuickBooks Desktop to Online:

First Step: Check The File Size Requirement For Import

When in QuickBooks Desktop, press the F2 button, and it will help you check the total target count. In case the file exceeds the maximum targets (350,000 is the maximum limit), you need to reduce it by condensing the QuickBooks data file. If condensing doesn’t prove to be helpful, you require to move some data manually, such as lists and account balances.

Second Step: Prepare The QuickBooks Desktop For Import

Before proceeding any further, make sure that you have the latest updated version of the QuickBooks Desktop application. Thus, you will be fully aware of the processes in QuickBooks and perform the import efficiently. Also, make sure that all the accounts are reconciled, payrolls are processed, and inventories are adjusted.

Also, create a backup of your QuickBooks company file to prevent an unfortunate loss of your company data. Intuit recommends keeping the file on a local drive before converting to QuickBooks Online. To create a backup:

Go to the File menu in QuickBooks and select Backup Company.
Thereafter, click on Create Local Backup to get the job done.

Third Step: Create Your QuickBooks Online Account

If you don’t already have a QuickBooks Online account, you need to create one before you proceed any further. Navigate to QuickBooks Online and subscribe to a QuickBooks Online version based on your specific business requirements. You can get the best recommendations from the experts, as they can tell you which QBO version will fit the best to your specific business accounting requirements.

Once you know which QuickBooks Online version is right, you can use it for a free trial period of 30 days. Alternatively, you can avail of a 50% discount by subscribing to the QuickBooks Online service for three months.

Fourth Step: Set Up Your QuickBooks Online Account

Before moving to QuickBooks Online, you need to set up your account by entering the required information in the specified areas. When setting up the QuickBooks Online account, you will see a window labelled – “Tell Us About Your Business.” Here, you need to provide the following information:

Legal business name.
What type of business do you have? Choose the business type option from the drop-down list.
How long have you run the business? Click on the drop-down menu and select the number of years.
Industry- Mention the industry you are working in.

Fifth Step: Prepare Your Company File For The Export

After considering the above-explained pointers, you need to prepare your company file for the export process. Go to the QuickBooks Desktop and log into the QuickBooks company file you want to convert. Click Company from within the QuickBooks and then select Export Company File to QuickBooks Online.

When you choose this option, QuickBooks will ask you if you want to export all the data or if you need to move only specific information, such as lists and balances. You will see two radio buttons, labelled as the below-listed points:

Export all your company data.
Export specific data.

When you choose Export specific data, you can either select “All lists and balances” or “Only lists”. Make the right selection and move to the next step.

Sixth Step: Export QuickBooks Desktop Data To QuickBooks Online

Once you have specified what data you want to import to QuickBooks Online, you can either choose to move the data or see your company data in a 30-day free trial in your QBO version. If you are ready, select the Move Now option.

1. Choose If You Want To Move Inventory In QuickBooks Online

If you are tracking inventory, QuickBooks will ask you if you want to import inventory in QuickBooks Online. Here, you will get two options:

Yes, track inventory using FIFO.
No, don’t move inventory.

When you select Yes, QuickBooks Online will recalculate your inventory using the first in, first out (FIFO) method from the start date you have entered. However, if you are not sure if you want to track your inventory in QuickBooks Online or not, just select No. You have the option to import it later.

2. Sign Into QuickBooks Online Account

Thereafter, you will be asked if you have a QuickBooks Online account. Now that we have already created a QBO account select Yes, sign me in. Thereafter, you will see a login screen on your QuickBooks Desktop account for QuickBooks Online.

3. Export The Data File To QuickBooks Online

Once you are logged into the account, select the company from the drop-down list to move your data to the online version of the program.

Note: If you have multiple companies, you need to select one with the utmost attention, as the conversion of the file will replace the existing data.

If you don’t want to save the data to an existing company, you can create a new company for it. Once done, click Export and wait for a few minutes until you see a QuickBooks confirmation screen indicating the success of the process.

4. When you finish importing Desktop data To QuickBooks Online

QuickBooks will send you an email when your QBO company is ready.
If you are using a large file, it may take several hours to receive an email from QuickBooks.
Once you receive this email, click on the Complete your setup button to log into QuickBooks Online and review the integrity of your data.

Now that you know how to import data from QuickBooks Desktop to QuickBooks Online, you can reap the benefits of QuickBooks Online features to handle your financial data.

Should I Migrate From QuickBooks Desktop To QuickBooks Online?

QuickBooks Desktop and QuickBooks Online both offer some incredible accounting features to users. However, you can choose one based on the specific requirements related to your business accounting. However, considering a few important points can help you choose the right version of QuickBooks.

When migrating to QuickBooks Online, the size and complexity of the company file is the first thing you need to keep in your mind. The company file stores all the crucial information related to your business accounting. The list includes inventory, employee information, customers, vendors, list and several others.

5. Think Before You Migrate

Large files are complex, and they include a bigger list of inventories, vast history, and more of your accounting data. If you have a large file, migrating may not be the best solution for you. Importing your large files to QuickBooks Online needs you to condense your data. However, it doesn’t mean that you can’t get this task done. In such a case, your company file needs some additional setup before you import it to QuickBooks Online.

6. Migration Is A Better Option For

If you are using QuickBooks Pro, Premier, or Premier Accountant’s version for your business accounting, you can be the right candidate to migrate your QuickBooks Desktop data to the QuickBooks online version of the program. The lesser the complexity of the file, the simpler the import process.

What Are The Benefits Of Importing QuickBooks Desktop To QuickBooks Online?

Moving to QuickBooks Online can have its own set of advantages for the users. Below are some incredible benefits you can harvest by importing QuickBooks Desktop to the QuickBooks Online version of the software:

Cloud-Based Solution

QuickBooks Online is a cloud-based version that lets users handle their business accounting even on the go. You can access your accounting data anytime, anywhere, with the help of an Internet connection, and that too on your preferred devices. All it takes you to log into your QuickBooks Online account. Furthermore, you don’t need to set up a physical IT infrastructure, which also eliminates the need for IT staff.

Cost-Effective

QuickBooks Online can help you control your expenses by several means. You don’t need to invest in an IT infrastructure, thereby cutting a bundle from your expenses. QuickBooks Online includes up to 25 users, whereas QuickBooks Desktop charges you for adding new users. Furthermore, you can avail of free customer assistance in QuickBooks Online, whereas some QuickBooks Desktop versions charge extra for assistance. All-in-all, QuickBooks Online is a cost-effective accounting solution for small to mid-sized businesses.

Seamless Integrations

QuickBooks Online offers seamless integrations with many other powerful tools so that you can handle your workflow more efficiently. For instance, you can integrate payroll solutions to QuickBooks Online and streamline the payroll processing of your business. Besides, you can integrate your bank or credit card accounts to track your transactions and make bill payments smooth.

Easy To Use

QuickBooks Online is easy to use, and you can easily navigate through its features without breaking a sweat. Intuit has devised QuickBooks Online to ensure a great user experience by letting them access some impressive accounting features with the utmost ease.

Seamless Collaborations

QuickBooks Online, being a cloud-based solution, lets users access their accounting data from different locations with the help of a login credential. Along with better-shared access to the data, users work on the latest updated version of the file, which eliminates the possibility of errors in your accounting books.

Enhanced Data Security

QuickBooks Online company files can be accessed from anywhere without needing to give your employees access to the physical office. Cloud storage offers robust security to your accounting data and keeps your data protected against loss even when your computer gets damaged. You don’t need to update the program, as it gets updated centrally without your intervention.

Easy Backups And Retrieval

Your QuickBooks data can be backed up and retrieved with ease, and you don’t need to create data backups on your office computer. Compared to the Desktop version of the product, it is less susceptible to data loss. Import QuickBooks Desktop to QuickBooks Online and keep your data security intact.

Final Words!

This blog elaborates on how to import data from QuickBooks Desktop to QuickBooks Online. Besides, you can also get to know if importing QuickBooks Desktop files to the online version of the program is right for you or not. If you need any further assistance with the procedure, contact trained professionals to guide you with the import process.

Suggestion Reading: Convert QuickBooks Enterprise To QuickBooks Desktop Pro

QB Desktop Support

QuickBooks Conversion Tool Download Process Explained

May 31, 2023 admin

The QuickBooks conversion tool is an essential utility from Intuit, which helps you convert the company file from a variety of accounting applications. QuickBooks offers a myriad of tools, and the conversion tool is certainly one of the finest utilities of the program. You can use it to convert the company files from several other programs and handle the converted data within the QuickBooks application.

You can download the QuickBooks Conversion tool on your system to convert the data from your legacy accounting system. If you are not sure how to get this done, this post will guide your way through the download, install, and setup procedures for the tool. Read until the end.

What Is QuickBooks Online Conversion Tool?

As we have discussed above, the QuickBooks conversion tool allows users to convert company files from different accounting applications to QuickBooks. Besides, you can convert the data of an old year edition to the new one. For instance, QuickBooks Desktop 2017 to QuickBooks 2018.

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Moreover, you can also convert the data from one version to another, such as QuickBooks Pro to Premier or QuickBooks Premier to Enterprise solution. It is an efficient tool for data conversion without making the data prone to security threats. However, it has certain limitations, and it can’t convert all the data. Check the below-given list:

Data You Can Convert With QuickBooks Desktop Conversion Tool

QuickBooks Converter can convert only a specific set of data. The data that can be converted into the tool are:

Employee, Account, Item.
Customers and Vendors lists.
Account Balances.
Transactions for customers and vendors.
Employee profile and contact information.
Paychecks.
Payroll General Ledger account balance info.

Data You Can’t Convert Using QB Converter Tool

The below-stated list explains the limitation of the QuickBooks Conversion Tool:

Work tickets.
Individual employee wage or deduction-related information.
Fixed Assets.
Payroll transactions and info for employees year-to-date (paychecks, year-to-date adjustments).
Partially or fully closed Sales orders, Estimates, and Purchase orders.

You can convert the Sage 50 version into QuickBooks from the same region. For instance, if you are using a US version of the Sage 50 application, you can convert it to the QuickBooks US version only. If you are wondering which 3 items will be excluded from converting, your answer will be price levels, user permissions, and custom customer fields.

System Requirements For Intuit QuickBooks Converter Tool

Now that you know the abilities and limitations of the conversion tool, the below-given list covers the system requirements for the tool you need to ensure before you proceed any further with the data conversion:

Operating System

The recommended operating system to run the QuickBooks Converter tool must be Windows 10, Windows 8.1, or Windows 8. However, Windows 7, 8, or 10, or Windows XP and Vista can also run the program.

Processor

The recommended processor for the conversion tool is a minimum of 500 MHz Intel Pentium II.

Memory

Make sure that your system has 512 MB of space before you put the tool to use for converting old data to QuickBooks software.
Hard Drive

The recommended hard drive should have at least 2.5 GB of free space to run the converter smoothly without getting lags or glitches.

Microsoft .NET Framework

Microsoft .NET Framework is one of the crucial components required for the QB conversion tool, and you need to have at least version 2.0.

QuickBooks Desktop

The data can be converted into QuickBooks Pro, Premier, or Enterprise 2018.

Sage 50

If you are a Sage 50 user, you can convert Sage 2013 or later versions of the application.

Note: You need to have QuickBooks Desktop installed and registered properly on your system before you move ahead with the data conversion.

How To Download QuickBooks Conversion Tool?

Now that we are aware of the system requirements let’s proceed further with the QuickBooks Conversion tool download process:

First of all, click the QuickBooks Conversion Tool download link.
Once downloaded, save the converter tool to an easily accessible location.
Now, go to the tool, right-click on its icon, and then select Properties from the drop-down list.
Next, mark the checkbox for “run this program compatibility for” located underneath the Compatibility mode option.
Thereafter, you need to select the Windows operating system being used from the drop-down menu.
Once done, click the OK button to proceed further with the Conversion Tool download process.
In the end, right-click on the downloaded file – QuickBooksConversionToolSetup.exe file and choose run as admin from the drop-down that appears on right-click.

It will download the QuickBooks Conversion Tool on your system. Now you need to set the tool up for data conversion.

How To Setup And Use QuickBooks Conversion Tool?

Now that you have the QuickBooks Conversion tool downloaded to your device, you need to set it up based on your specific requirements. Below are the steps you may utilize for converting the business accounting data from your legacy system to QuickBooks. Below are the steps for setting up the Conversion tool:

Double-click on the downloaded conversion tool to open it.
Thereafter, you need to select any of the following options – My Client Company and My Own Company.
Thereafter, you need to select the accounting software from the drop-down list and then click Next.
Here, you need to select the needed company file and click Next again.
Now, select your QuickBooks Product and navigate to the folder storing company file and click Next to move ahead.
Moving ahead, select the Conversion levels wherein you can either choose list and transaction or only list and hit the Next button.
After that, select Accounting Preferences based on the name and date of the company and hit the Next button.
Finally, review the details you have entered and hit Start.

Note: The process may take some time, based on the size of the company file. On the completion of the data conversion, it will display the list of the conversions. Click Finish to conclude the conversion task.

How To Convert From Sage 50 To QuickBooks?

In the above-described section, we have seen how to use the conversion tool. In this section, we will see the steps to convert from Sage 50 to QuickBooks Desktop application:

Step 1: Define The Data Access Credentials In The First Place

From within the Sage 50 accounting application, open your company file.
Now, from the main menu, select the Maintain tab and then Users >> Set Up Security.
When the User Security window opens, click on the Data Access/Crystal Reports tab.
In the Set Password window, select and confirm your new password.
Once done, click Close to finish the first step.

Step 2: Moving Ahead, Select The Sage Company File

Now that you have already downloaded the QuickBooks Conversion Tool, open it and select the company file by using the Browse option.
You may locate this file from within the database name window.
Once you select the company file, click the OK button and move to the next step.

Step 3: Now, Convert The Company File

First things first, select the QuickBooks Desktop version you want to convert data into and locate the folder where you want to store the QuickBooks company file.
Click Next, and it will open the new verification window.
In this window, you need to verify the accuracy of the entered information and then click the Convert File option.
Wait until you see the “Finished!” prompt on your screen.
Now, open the company file and check the success of the process.

Step 4: Verify The Accurate Conversion

In this step, you need to launch the QuickBooks application and check if the data is properly converted or not. Review the converted data to make sure every converted data is there in QuickBooks. Also, review the transfer log by following the below-given steps:

Go to the Windows Start menu and then open the File Explorer.
Next, you need to navigate to the location – C:\USERS\[Your Windows User Name]\My Documents\Intuit\QuickBooks.
Here, you need to check if the folder has any failed transaction log files. Such data shows that the file isn’t transferred over.

Important: When using the QuickBooks Desktop Conversion tool, keep in mind that it lets you convert Sage 50 in QuickBooks accounting solution from the same region.

Step-By-Step Procedure To Convert From Quicken To QuickBooks Desktop

Quicken can easily be converted into QuickBooks Desktop using the Conversion tool. However, the tool is not required if you want to convert the same year of Quicken into the same version of the QuickBooks application. This tool comes in handy with QuickBooks and is newer as compared to Quicken. Below are the steps to convert from Quicken to QuickBooks Desktop application:

In the first place, you need to download the QuickBooks conversion tool. As we have already downloaded the tool, let’s move to the next step.
Next, click on Quicken Converter and then hit the Next button.
Agree to the terms in the license agreement, click Next, and then the Install button.
Moving ahead, select the launch Quicken converter and then hit Finish.
Here, you need to select the “I am transferring data from Quicken to Windows” option and then choose the Get Started option.
Moving ahead, select “Open a data file located on this system” and then click the File to browse the file.
Once the file is selected, click Convert and then the OK tab.
Thereafter, click Save, and it will save the updated Quicken file, and click the Exit option. It will not upgrade the Quicken file.
After that, you need to launch the QuickBooks Desktop application.
Now, click on the File menu and select the Utilities option located underneath.
Here, click on Convert >> From Quicken.
Follow the on-screen prompts carefully to accomplish the conversion procedure.

QuickBooks Conversion Tool Not Responding Issue During the QB Conversion Process

When using the tool, you may experience QuickBooks Conversion Tool not responding to the issue. In such a case, you need to look for the possible reasons behind the error. Some of the main reasons are:

Missing system requirements to run this tool.
This tool doesn’t work well with the 64-bit Windows version.
Trouble in converting Sage 50 to QuickBooks due to program issues.

To fix this problem, you need to make sure that all the system requirements are fulfilled before running the tool. If you are using the 64-bit Windows version, switch to the 32-bit version. Configure settings properly to execute this process. After following these solutions, check if the QuickBooks Conversion tool not working issue is resolved or not.

Benefits Of Using QuickBooks Conversion Tool

QuickBooks Conversion tool Windows 7 offers a myriad of advantages to the users. When moving to a new edition of the program or upgrading to a superior version of the product, this tool comes in handy. Below are some of the main advantages related to the tool:

The conversion of the QuickBooks Company file can be configured using this incredible Intuit data conversion tool.
One of the most amazing benefits of the tool is that it doesn’t change your existing data files.
You can critically analyze the statements and reports from QuickBooks to get insight into your business performance.
The tool imports the data from a new QuickBooks company file with the utmost ease.
You may also utilize it as a QuickBooks PC to Mac Conversion tool.
The conversion tool creates and maintains a log for every conversion in a systematic manner so that you can keep track of them.
You may choose to import the list, thereby listing plus/minus balances and historical transactions at once.
It prevents your crucial data from being prone to security threats and ensures the security of the data.

In A Nutshell!

This post can help you in utilizing the QuickBooks Online Conversion tool to its fullest potential. It elaborates on the procedures to download, set up and use this amazing utility for converting into the QuickBooks application from a myriad of other accounting solutions. If you find any of the procedures difficult to execute, feel free to connect with experienced professionals and get instant assistance with your queries.

QB Desktop Support

QuickBooks Desktop 2023 – Features, Pricing And More

May 29, 2023 admin

QuickBooks Desktop 2023 is an incredible accounting solution from Intuit, which helps small to mid-sized businesses handle their business accounting efficiently. You can install it locally to your system and reap the benefits of its amazing features, such as invoicing, income and expense management, payroll, and several others.

In addition to these features, you may utilize some newly added features with this latest edition of the QuickBooks application. In this post, we will discuss everything about QuickBooks 2023, along with its new features, pricing, reviews, and other important aspects. Let’s move ahead!

QuickBooks Desktop 2023 – Newly Added Features

QuickBooks Desktop 2023 edition has a lot to offer to users. The newly added features in the program can help you streamline your business accounting by automating the process. Thus, you can reduce efforts and accomplish more by relying on the QuickBooks Desktop 2023 application. Below is the list of some newly added features you can use to handle your day-to-day business accounting tasks:

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1. Intercompany Transactions

Intercompany transactions are one of the most applauded features added in QuickBooks Desktop 2023. This feature enables you to make intercompany transactions. There are various scenarios that can fall under Inter-company transactions, such as a transaction between a parent company and its subsidiary, between two subsidiaries, divisions, or between two departments.

In QuickBooks, you can issue a cheque or a bill between different company files. If you have separate but shared companies that conduct business with one another, this feature comes in handy in this scenario.

2. Inventory Categories

Inventory management is one of the most powerful features of the QuickBooks Desktop application. It lets you keep an eye on the items in hand and update inventory automatically as you make a sale. QuickBooks Desktop 2023 has included an inventory category feature so that you can group items into categories and keep your inventory systematized.

Besides, the categories can provide you with helpful insights about your inventory stock when running reports. You can get to know which category is making you the most profit and which is not making at all.

3. Inventory Expiration Date

Inventory expiration data is another excellent feature related to your inventory management from within the QuickBooks 2023 edition. On enabling the Advanced Inventory feature in QuickBooks Enterprise 2023, you can track inventory using lot numbers, serial numbers, and expiration dates.

Thus, you can add mandatory expiration dates to your serial/lot numbers and mitigate the risk of selling expired items. Moreover, you can make other crucial decisions, such as discontinuing items that will expire soon.

4. Mileage Tracking

QuickBooks mobile application now tracks the miles you have covered for a business purpose. Besides, you can import it to the QuickBooks Desktop and get approvals. You can categorize your individual trips as personal or business trips.

Moreover, you can keep track of your trips and vehicle info all year long using this impressive new feature of QuickBooks 2023. Mileage tracking can significantly contribute to your tax deductions.

5. Cash Flow Hub

Cash Flow Hub is an excellent feature in the program, which can give the current cash status of your company. Besides, you can maintain and improve your cash flow, thereby succeeding in your business. The cash flow management feature in QuickBooks lets users track and access their accounts payable and receivables so that they can be aware of their cash flow.

Cash Flow Hub in QuickBooks offers a comprehensive dashboard wherein you can get all the information related to your cash flow and understand the current financial status of your business.

6. Payment Links

Payment link is not really the new feature in the QuickBooks application, as Intuit added them as a part of the 2022 enhancements. Several improvements have been made to this feature since then, and it is simplifying the payments in the program. Payment links in QuickBooks let you send payment requests to customers and accept money.

Formally introduced in 2023, this feature lets users create and send payment links without needing any form/invoices. The customers can directly pay you with the link.

QuickBooks 2023 Pricing

QuickBooks Desktop 2023 Pricing

QuickBooks used to be a one-time purchase product before 2022. However, it turned to a subscription-based service for 2022 and later editions of the program. The subscription-based QuickBooks versions are now the Plus versions you can use with a yearly subscription charge. Check the below-given list for QuickBooks Desktop cost:

QuickBooks Desktop Pro Plus 2023 Annual Cost – $549
QuickBooks Desktop Premier Plus 2023 – $799
QuickBooks Desktop Mac Plus 2023 – $549
QuickBooks Desktop Enterprise 23.0 – Unchanged
QuickBooks ProAdvisor Premier Bundle 2023 – $799
QuickBooks ProAdvisor Enterprise Bundle 2023 – $1299

QuickBooks Online 2023 Pricing

QuickBooks Online users need to pay monthly subscription charges to use different versions of QuickBooks Online. Besides, when taking a subscription for three months at once, you can avail of up to 50% discounts on your subscription fees.

QuickBooks Online Simple Start – $30/month
QuickBooks Online Essentials – $55/month
QuickBooks Online Plus – $85/month
QuickBooks Online Advance – $200/month

Things To Keep In Mind When Choosing The Right QuickBooks 2023 Product

Now that you are aware of the pricing of different versions of the QuickBooks application, you need to keep a few important points in your mind while choosing a QuickBooks product:

QuickBooks Desktop 2023 can offer users the most robust features to support and handle their business accounting tasks.
Users who need flexibility and seamless collaboration can go with QuickBooks Online.
The Desktop version of the product is now a subscription-based service, but all the features will remain the same. Moreover, QuickBooks Desktop 2023 has some additional features to make your accounting easier and more efficient.
Choose a product wisely according to your business accounting requirements. Later, you can scale up to a more advanced version of the program as your business grows.
QuickBooks Desktop offers different versions – Pro, Premier, and Enterprise with different pricing plans and features so that you can choose the right one for you.
QuickBooks Enterprise 23.0 is the most advanced version of the program that can handle complex business accounting tasks for larger enterprises. Thus, QB Enterprise pricing is justified when compared with the offered features.

How To Perform QuickBooks 2023 Download?

After choosing the right product for your business accounting, you can download the QuickBooks Desktop on your system using a few simple steps. However, before proceeding any further, you need to make sure that the system requirements are fulfilled for the QuickBooks Enterprise 2023 download.

System Requirements For QuickBooks Desktop Enterprise 2023

Below is the system requirements for QuickBooks Enterprise 2023 are described in the below-given list:

Windows 8.1, or the latest updated version of Microsoft Windows 10, can run QuickBooks well.
For the server requirements, you need to consider Windows Server 2012 (or R2), 2016, or 2019.
The recommended processor should be at least 2.4GHz.
The 64-bit download of the program requires 8 GB of RAM.
2.5 GB of disk space with additional space required for data files.
4x DVD-ROM drive – Avoid this if you are downloading it from Intuit’s server.
A strong and stable Internet connection is required for the features such as Enterprise subscriptions, online features, payroll, and several others.
For the mobile application of QuickBooks Desktop, make sure that you have a camera-enabled mobile device with Android 5.0 or iOS 12 or later to run the program on it.
You need to have the product registered before you put it to use.
The recommended QuickBooks screen resolution is 1280×1024.
For the browser requirement, go with Internet Explorer 11.

How To Download QuickBooks Desktop 2023?

Now that you are aware of the system requirements check the below-listed QuickBooks Desktop Pro 2023 download steps:

When on the Download and Update page of QuickBooks, get the download link for your QuickBooks Desktop version.
If you are a ProAdvisor, you need to log into the QuickBooks ProAdvisor Center to download the product.
The Accountants need to log into CAMPS to download the QuickBooks software. You can check QuickBooks Accountant pricing by visiting the pricing page.

To Download The Installation File

Pay a visit to the QuickBooks download and update page.
Here, you need to select your Country, Product, and Version.
Thereafter, you can simply click on the Download button to download the installation file.

Downloading QuickBooks Pro 2023

First things first, place the QuickBooks download CD into the CD drive.
Next, you will see a QuickBooks installed opening up on your screen.
After that, a screen with a Start tab will appear, and you need to right-click on it, followed by selecting the Explorer tab.
When on the Explorer screen, navigate through the Folder list and select QuickBooks CD.
In the end, launch QuickBooks Installer and click on the Setup.exe file.

QuickBooks 2023 Set Up And Install

Verify again that the system requirements are fulfilled for the QuickBooks installation.
After that, move to the downloaded QuickBooks installation file you have already downloaded to your system.
Keep the crucial installation details, such as the Product Key and License Number, handy with you.
Locate the downloaded QuickBooks.exe file to start the installation process.
Now, double-click on the executable (.EXE) file and follow the on-screen instructions.
Read and Agree to the Software license agreement and click the Next button.
Here, you need to enter the Product Key and License Number you received with the product purchase.
Click Next, and then again hit Next on the new screen.

Select The Installation Type

You can choose the installation type from any of the following options:

1. Express Installation

Express Install is suitable for first-time users of the QuickBooks Desktop application. Besides, you can choose this type of installation when re-installing the QuickBooks product. Also, if you don’t want to run QuickBooks in a multi-user environment, go with this installation type. Below are the steps:

Click the Express option and then click on the Next tab.
Moving ahead, click the Install button and select Open QuickBooks to start using the program.

2. Custom And Network Install

Custom and Network Install is suitable for those users who need to host the company on a server. If you want to run QuickBooks in multi-user mode, this is the type of installation you need to choose. Moreover, those who want to run QuickBooks on the server rather than on a Desktop can go with it. The steps for the installation are as follows:

In the first place, you need to click on the Custom and Network option and then click the Next button.
Next, select Option as per your specific preferences.
When the next screen opens, choose Change the Install Location. Here, you can choose the folder location to save the QuickBooks Files using the Browse option.
Click Next and wait for the installation to finish.
Once done, open QuickBooks, and you are all set to go.

Activate QuickBooks

Once you have installed the QuickBooks as per your specific requirements, you can activate the program from the Product Information Window and download the latest updates before you run QuickBooks.

Is QuickBooks Desktop Still Available?

Many users are confused if the QuickBooks Desktop version will be continued or not. QuickBooks Desktop is no more a one-time purchase, but now you need to get an annual subscription to use the product. However, it doesn’t mean that QuickBooks Desktop discontinued 2023.

The Desktop version of QuickBooks will continue to offer its powerful features to the users. It’s just that the pricing model of the product has changed. You don’t need to pay the upgrade price to upgrade the program to a new edition. Many users are confused wondering, “Is QuickBooks Desktop being phased out?” and its simple answer is No.

When Did QuickBooks Come Out?

QuickBooks is a leading-edge accounting solution that came into being in 1983 for the first time, developed and marketed by Intuit. QuickBooks Desktop 2023 is the current stable edition of the program having millions of users across the globe. The general QuickBooks 2023 release date is September 20, 2022.

To Put It All Together!

This post is an effort to help users with all-inclusive information on the QuickBooks Desktop 2023 edition of the program. Besides, it also clarifies the user’s doubt if QuickBooks Desktop will continue or not. If you are having any trouble with the technicalities related to QuickBooks 2023, feel free to connect to a trained expert and get your queries answered.

You may also read: Troubleshoot QuickBooks Desktop Update Error

QB Desktop Support

What Is QuickBooks Self Employed?

May 29, 2023 admin

Are you a self-employed person and looking for a prominent accounting application that can handle your finances as well as keep track of your taxes with ease? Then, introduce you to QuickBooks, self-employed accounting software designed by Intuit. The Self Employed Accounting Software is specially designed to cater to the needs of independent contractors, freelancers, and solo entrepreneurs. It is an online accounting software that takes the sting out of bookkeeping. Using the application is relatively straightforward; however, you need to understand the application completely to utilize it to its fullest. Well, this blog covers all the important aspects of the software, including its features, working, advantages, and more. So, stick to us and explore more about the software.

QuickBooks Self-Employed At A Glance

Before we delve deep into the application, let us start with the basics of Employed Accounting Software. It is a web-based accounting suite that is designed to fulfill the needs of freelancers, small entrepreneurs, independent contractors, real estate agents, and more. The application lets you track your income and expenses, take care of your tax obligations, record payments, create invoices, and more. The user-friendly interface allows you to keep track of your personal and business expenses separately.

The QuickBooks self-employed accounting software can be broken down into three categories:

Self Employed
Self-Employed Tax Bundle
Self-Employed Live Tax Bundle

Each version of QuickBooks self-employed accounting software has its own characteristics. Below, we have provided a quick look at each of the versions.

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Self Employed:

It is the most basic plan and helps you to keep your business and personal expenses separate. The application allows you to maximize your Schedule C section deductions and calculate your quarterly taxes. It also allows you to connect your business credit card to track transactions automatically.

Self-Employed Tax Bundle:

It is a tier-up plan and comes up with the TurboTax subscription so that you can easily file one state and a federal return from your account. This plan is a perfect choice for the one who wants to file taxes from their accounting software.

Self-Employed Live Tax Bundle:

It is the best option that comes up with the advantages of both the above-stated plans. Here, in this plan, you will get live support from an expert who will answer all your tax-related queries throughout the year.

Who Can Use the QuickBooks Self-Employed Accounting Application?

If you are confused about whether to pick the application or not for streamlining your work, then the application is best suited for the below-mentioned ones.

Freelancers who want to keep track of their work.
Business persons who want to track their mileage.
Individual working persons who are paying their business and personal expenses from the same bank account.
Business persons who want to calculate and pay taxes on their own.

Distinctive Characteristics of QuickBooks Self-Employed Desktop

The self-employed accounting software comes up with all the distinct features that you need to stay organized. These features work as hard as you do in your business. As stated earlier, there are three plans for self-employed accounting applications, each having its own unique features. Below, we have pinned down the features of all three plans.

The unique characteristics of the QuickBooks self-employed desktop 2022-23 application are:

Dashboard:

The application has a user-friendly dashboard. The easy design of the dashboard allows you to easily access various tools such as invoicing, reporting, tax tracking, and more.

Income and Expense Tracking:

This unique feature allows you to track and categorize your expenses and income. You can segregate them as a business or personal expense. Moreover, the applications provide an easy way to categorize various transactions. For the business transaction, swipe it to the left, while for the personal transaction- swipe it to the right.

Mileage Tracking:

This feature allows you to track mileage covered with the phone’s GPS. You can track the mileage tracking app on your Android or iPhone mobile. Also, you can get a detailed report of mileage covered that helps you in calculating the deductions.

Bank Feeds:

You can directly download your bank and credit card transactions directly into your QuickBooks application. Also, you can categorize each transaction into the appropriate expense category.

Invoicing:

You can also generate and track invoices. Apart from that, you can also pay these invoices online after a successful QuickBooks login. Moreover, the application allows you to send an invoice as an attachment, or you can send it through the mobile application.

Receipt captures:

This feature of the application allows you to take a picture of your receipt and attach it to the transaction directly from your mobile phone. It saves your precious time by providing all documents to the IRS to deduct taxes.

Federal and State Tax Filing:

You can file the state and the federal taxes with the higher plans of the application. The top plan of the application provides a live expert professional to answer all your queries.

Insightful Reports:

By using the built-in reports features, you can easily generate detailed reports of your business. These reports provide you with accurate and insightful information about your business that helps you in making the right decision.

For a better and clearer understanding, we have mentioned the features of all three in the table format so that you can compare easily.

Basic Self Employed	Self Employed Tax Bundle	Self Employed Live Tax Bundle
Separate business and personal expenses.	It includes the core functionalities of Self Employed. Plus you will enjoy the below features.	It includes the core functionalities of Self Employed and self employed tax bundle. Plus you will enjoy the below features.
Organize expenses into Schedule C categories.	Import data into TurboTax.	Access to TurboTax Live experts.
Send and track basic invoices.	Pay quarterly taxes online from QuickBooks.	Have a CPA review your tax return.
Automatically calculate quarterly estimated taxes.	One federal and one state tax return filing is included.
Automatically track mileage.

How Does QuickBooks Self-Employed Work?

The application is designed for those who do not have separate business and personal accounts. Till now, you are fully aware of the application and its three different plans. Let us now have a quick look at the working of the accounting application.

The first and foremost requirement is to have an active QuickBooks self-employed account. Now, you must use QuickBooks self-employed login credentials to sign into the account. After that, you need to follow the below-mentioned pointers.

Step 1: Connect Your Accounts

After the QuickBooks self-employed login, you need to connect your bank and credit card account to QuickBooks. After the synchronization is done, you can easily download the last 90 days’ transactions. However, if you need to download transactions for more than 90 days, you can download them in the CSV file format from your bank.

Step 2: Set Up Rules and Categories

Once you have downloaded the transactions, you can categorize them into different categories. Categorizing the transactions into personal and business categories helps you in keeping track of your expenses. An add rule button is allocated next to each transaction, which helps you categorize each transaction into the right expense and income category.

Step 3: Download QuickBooks Self-Employed Mobile App

The QuickBooks self-employed app allows you to manage all the activities from your mobile phone. The automatic mileage tracking feature of the app is best suited for tracking the mileage of your business.

Step 4: Manage your Miles

The QuickBooks Self Employed Mobile App easily allows you to track the mileage of your business. You can differentiate your trips as personal or business trips. The app also lets you calculate the distance covered.

Step 5: Stay on the Top of Your Taxes

Whenever you categorize the transactions in the application, it categorizes them as a part of your federal quarterly tax payment. It calculates and provides an estimated value of tax you pay to the IRS.

Step 6:Invoices

You can generate and send invoices and send it to your clients. There is an autofill feature for recurring invoices. Apart from it you can also mark your invoices as paid or unpaid ones.

Related Page: QuickBooks Web Connector Error

QuickBooks self-Employed Cost as Per Its Different Versions

As per the Intuit website, there are three different plans for the application. Each plan has its own cost, depending upon its features. The current QuickBooks self-employed cost is $ 7 and 50 cents per month after a discount. However, the original cost is $ 15 per month. On the other hand, the cost of the self-employed tax bundle is $ 25 per month. The cost of the Self-employed Live Tax Bundle is $ 35 per month. The QuickBooks self-employed prices might vary, so it is advisable to check the official website of Intuit before purchasing the application.

Pros and Cons of QuickBooks Self-Employed Accounting Software

Just like any other accounting application, there are various pros and cons of self-employed accounting applications. The table below depicts the advantages and disadvantages of the application.

Pros	Cons
An easy to use Intuitive interface	Limited capabilities.
Can be easily accessible regardless of the location.	Does not include the extended accounting or the book keeping features.
Special tax tools are designed for the freelancers, consultants and the self employed persons.	It is not scalable
A full service tax plan is available in the higher versions.	It is difficult to upgrade to the , QuickBooks self employed online.
Can easily integrate mileage tracking with all plans.	Need to pay additional fees for paying certain taxes.
Affordable pricing	Monthly fees can be expensive as compared to the competitors.

QuickBooks Self-Employed vs. QuickBooks Online

Most people are confused while picking Intuit software for their business. Though both QuickBooks Self-Employed and QuickBooks Online are accounting applications developed by Intuit, they both serve different purposes.

The QuickBooks self-employed online is a full-fledged accounting application that is capable of performing various functions. On the other hand, QuickBooks self-employed is a simple-to-use accounting application that is perfect for micro businesses.

For a quicker and better understanding, we have compared the various features of both applications. The below-mentioned table shows you the QuickBooks Self-Employed vs. QuickBooks Online.

Features	QuickBooks Online	QuickBooks Self Employed
Suitable For	Best for small businesses requiring inventory tracking, payroll, job costing, scalability, or budgeting.	Self-employed individuals or freelancers who needs basic bookkeeping and federal tax support only.
Pricing	$ 30 to $ 200	$ 15 to $ 35
Maximum Number of users	25	1
Track Inventory	Yes	No
Bank Reconciliation	Yes	No
Capture & Organize Receipts	Yes	yes
Time Tracking	Yes	Yes
Track Income & Expense By Project	Yes	No
Manage 1099 Contractors	Yes	No
Send Invoices & Track Collections	Yes	Weak
Manage Unpaid Bills	Yes	No
Track Assets & Liabilities	Yes	No
Manage Payroll	Add-on	No

Final Take Away

With this, we summarize our blog: QuickBooks self-employed attracts freelancers or businessmen who are working independently. The unique features of the application appeal to them, including automatic mileage tracking, basic bookkeeping, and paying quarterly taxes. Hopefully, this blog post clears all your doubts regarding the robust application. If you are planning to buy this software and are confused about whether it is the right choice for your business or not, then call our experts immediately. They will provide you with the right and accurate information.

Frequently Asked Questions

Que. 1 – Can I use QuickBooks online for Self-employed?

Ans:– Yes, you can use QuickBooks online for self-employed. The “self-employed” features of QuickBooks are specially designed for individuals who are self-employed.

Que. 2 – Can I get the support for QuickBooks Self-Employed?

Ans:– Yes, our experts are well-trained to handle all the QuickBooks versions. They will surely guide you through the application so that you can utilize its features to the fullest.

Que. 3 – Is QuickBooks self-employed free?

Ans:– No, QuickBooks self-employed is not free. Therefore, you have to pay a little charge to QuickBooks in order to use a self-employed application. The cheapest plan is self-employed.

Que. 4 – Is QuickBooks self-employed accounting application scalable?

Ans:– No, you can not upgrade the application. As the application lacks several tiers that you can scale with. Henceforth, you need to switch to the higher version when your business grows.

Que. 5 – Can I integrate QuickBooks self-employed?

Ans:– Yes, you can integrate the application with others. However, it offers limited integration with third-party integration such as PayPal, Etsy, or Intuit QuickBooks products such as Turbo Tax and QuickBooks Payment.

QB Desktop Support

QuickBooks Database Server Manager – Download, Install, Update And Setup

May 20, 2023 admin

QuickBooks Database Server Manager is an important utility in the program which enables multi-user access. You can share your company file with other users with other computers over a network. Multi-user mode in QuickBooks allows users to access the data file located on the other computer and work simultaneously on it.

QuickBooks Database Server Manager must be enabled to host company files over the network. Thus, this tool can support your workflow and make the processes more efficient. In this post, we will discuss the steps to download, install, set up, and update the tool in detail. Let’s proceed further!

What Is QuickBooks Database Server Manager? Explained

QuickBooks Database Server Manager is responsible for developing a network data (.nd) file in the host computer. Other workstations in a multi-user environment access this network data file to work on it. The network data file is no different file but a version of the QuickBooks company file that can easily be accessed over a network.

QuickBooks Services

Accept credit card payments where you do business – in the back office, in your retail store, on your website, or on your mobile device.

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This tool also has the reputation of Intuit’s database manager tool. If you want to run multiple instances of QuickBooks on your computer, this incredible tool can help. Besides, it is not possible to run multi-user mode without this utility. Each version of the tool installed on your computer adds a new user to the desktop. The tool can be effectively utilized in the following ways:

Scanning the QuickBooks company file for running multi-user mode smoothly.
Checking the system’s local storage to determine if there is a new company file.

You can download and install QuickBooks Database Server Manager in the folder containing the company file to ensure the optimum performance of the data file over the network. If the tool is not properly working, you may experience multifaceted issues in the program, such as H series error codes.

Quick Tips On Using QuickBooks Database Server Manager

Below are a few quick tips you can consider to use the tool easily:

The tool generates the network data (.ND) file on the host computer and lets other systems access this file.
If you want to run multiple instances of QuickBooks on the same computer, this tool can help.
If you install multiple versions of the tool on your system, it provides multiple versions of the processes and not multiple versions of the software.
If you are using the multiple instances of QuickBooks Desktop, make sure to install QB Database Server Manager in chronological order (oldest to newest).
You need to know that when the server for each year is working, QB Database Server Manager is already running in the background.
The server manager can be accessed through the Windows and Control Panel with QuickBooks DBXX (where XX is the version of the service. For instance
a) QuickBooksDataServiceUser28 for 2018.
b) QuickBooksDataServiceUser27 for 2017.

QuickBooks Database Server Manager Download Procedure

Before we discuss how to download QuickBooks Database Server Manager on your system, you need to make sure that the appropriate steps are taken into consideration with the utmost attention. It can prevent any kind of errors at bay. You can download QB Database Server Manager from Intuit’s official website. Below are the steps:

Go to the QuickBooks Product Download Page to download QuickBooks Desktop software.
Save the downloaded file to a location that is conveniently accessible.
Now go to the download location and open the QuickBooks.exe file.
Accept the term or software License Agreement and click the Next button.
Here, you need to enter your Product and License Number to move ahead.
Now, choose the install type among the “Express” and “Custom and Network” options.
Once done, click Activate and Update QuickBooks Desktop to finish the QuickBooks Database Server Manager download process.

How To Install QuickBooks Database Server Manager?

Once you have downloaded the QuickBooks Database Server Manager, you need to install it on the server computer. The server computer is the one that hosts the company file. Install QuickBooks on the server to enable Database Server Manager by following the below-given steps:

Close all the programs active on the server computer, including QuickBooks.
Now, locate the downloaded QuickBooks.exe file and perform the installation prompts carefully.
When you are prompted to choose the Install type, select Custom or Network Options.
Now hit the Next button (avoid clicking the Express option).
Here, you need to choose a relevant option for network setup and click Next again.
Choose the “I’ll be using QuickBooks Desktop on this computer, AND I’ll be storing…” option if you want to use QuickBooks Desktop and Database Manager on the server computer.
Contrarily, choose “I will NOT be using QuickBooks Desktop…” if you only want the database server manager service on the server.
Once done, click the Install button to get QuickBooks and database service on the server.

How To Setup QuickBooks Database Server Manager Before Putting It To Use?

After installing the service, you can set up the QuickBooks Database Server Manager to carry out the following tasks:

Scanning the company file and folders that need to be configured for the server.
Checking local storage of the system to check for a company file.

You can set up the service by applying the below-explained steps fail-safely

First things first, launch the QB Database Server Manager to scan the file you want to use in a multi-user environment.
Once scanned, you need to make sure that the files are configured with access permissions for multiple users.
Next, you will need to add the company files to the server using the Monitored Drivers feature and keep the Server Manager up to date.
Verify that the company files are added to the server, and users are logged into the company file.
If you wish to change the service status, utilize the Service Administrative Tool and change the service as per your needs.
In the end, you can download the latest updates to the QuickBooks Server Manager to run it smoothly.

Steps For QuickBooks Database Server Manager Update

The below-given steps explain how to update QuickBooks Database Server Manager with ease:

First of all, download the latest version of the QuickBooks Desktop software.
You need to verify and confirm that the version of the program is the same for both server and the workstation.
Once the update process is finished, you will be notified about the update completion on your screen.
Moving ahead, create a backup of your QuickBooks company file. Follow the on-screen instructions carefully to back up your company data.
When the Finish button appears on your screen, click it to finish the procedure.

You can now run the updated version of the QuickBooks Database Server Manager to utilize its features.

How To Use QuickBooks Desktop Database Server Manager?

To make this incredible service work, you can follow the below-listed steps:

First things first, you need to go to the host system.
Next, press the Windows key on your keyboard to open the Start menu on your screen.
Now, in the search area of the Start menu, type database, and it will help you open the QB Database Server Manager.
Once the service opens, click on the Scan folder.
Thereafter, you need to locate the folder containing the company file using the Browse option.
Hit the OK button and finally select the option to start the scanning process.

Steps To Add A Folder In QuickBooks Database Server Manager

If you want to add a folder in the service, below are your steps:

From within the Tool section, select the folder.
Now click the folder button and use the browse option to select the folder you want to add.

Steps To Open The Utility

To open the QB Database Server Manager, you need to implement the below-stated steps:

Click the Window button on your keyboard to initiate the process.
After that, use the Start menu to open the list of the installed programs.
When the list opens, select QuickBooks.
Here, you can open the QuickBooks Database Manager by clicking on it.
In QuickBooks Database Manager, you can locate and open the tool.

How To Scan Your QuickBooks Company File?

The scanning process of the company file can be accomplished by following the below-given steps:

When in the QuickBooks Database Manager tool, select the Scan folder, to begin with the procedure.
Thereafter, select the folder you want to scan.
Once the file is found, select and click the Scan button, and it will initiate the scan process.
If you are having trouble finding the file you want to scan, consider scanning the whole disk.

How To Remove A File Folder From QuickBooks Database Manager?

Now that you know how to scan the files and folders using the service, below are the steps to remove a file or folder from the server manager service:

Open the QuickBooks database service in the first place to start the procedure.
Next, select the option to remove or delete the folder.
Now, locate the server you want to delete from the server.
When you see a list of the folders on your screen, find the updated folder.
Once found, select the folder you want to delete.
These steps will help you to accomplish the desired task.

Issues Related To QuickBooks Database Server Manager

When using the QuickBooks Database Server Manager, you may experience various issues. Some of the main instances of the error related to this service are explained below:

QuickBooks Database Server Manager Stopped

QuickBooks Database Server Manager stopped status or QB Database Server Manager not running on this computer is a common program issue that can take place due to poor Internet connectivity. Improperly installed database manager service can also promote this error. When the error occurs, you may not be able to update or utilize this service. Additionally, you may experience problems in running multi-user mode.

QuickBooks Database Server Manager service failed to start or won’t open issue can be resolved by implementing a few simple steps. Restart the service, and if the error continues, install the latest Windows update. Sometimes, a damaged QuickBooks installation can also evoke this error. Therefore, you may need to repair the QuickBooks Desktop application to fix QB Database Server Manager starts then stops the issue.

“Windows Firewall Is Blocking QuickBooks Database Server Manager” Issue

Your Windows Firewall sometimes interrupts the QuickBooks Database Server Manager service and prevents it from connecting with the Internet due to security concerns. In such a situation, you need to configure Windows Firewall and its port for the error resolution. Besides, an outdated Windows Firewall may also consider the database manager to serve as an unknown service and block QuickBooks communication.

Here, you need to configure the Firewall and its ports manually to allow the service to establish a connection with the server. Also, make sure that you are using the latest updated Windows Firewall to keep the QB Database Server Manager not running issue at bay.

QuickBooks Database Server Manager – Files Are Not Connected Problem

QuickBooks Database Server Manager not showing files is an error related to the service that can put the company file at risk. It can lead to multi-faceted issues in the program, such as networking problems, Firewall issues, data file damage or corruption, and several others. To avoid this issue, you need to clean your data file regularly and run verify data utility to identify the existing corruption in the QuickBooks company file.

QuickBooks Database Server Manager no files are connected can hamper your workflow and, therefore, needs to be resolved as soon as it occurs.

In Conclusion!

QuickBooks Database Server Manager hosts multi-user in the program and lets users work efficiently with shared business data files. In this post, we have covered the procedures to download, install, set up, update, and utilize this service for users. If you experience any difficulty with the steps discussed in this post, feel free to connect with experts and avail yourself of a prompt response.

You may also read: QuickBooks Subscription Levels

QB Desktop Support

QuickBooks Subscription – Pricing, Plans And Features

May 18, 2023 admin

QuickBooks Desktop version is known to provide the most powerful features to businesses so that they can handle their accounting tasks efficiently. This version requires on-premise installation on your system. Once installed, you can reap the benefits of its impressive features.

However, QuickBooks 2022 and future versions will be available as a subscription-based product only. You won’t be able to get the QuickBooks Desktop Pro 2022 no subscription service. Before this, you were able to buy a standalone product without needing to pay for the QuickBooks subscription. However, Intuit is now selling subscriptions for the QuickBooks Desktop application. Therefore, if you are willing to purchase QuickBooks 2022 or later versions of the program, you will be able to purchase the subscription plan only.

If you are using an older version of the program, or wondering if the older version will be discontinued, read this full post until the end to learn more about the new change.

What Does QuickBooks Desktop Subscription Mean?

Unlike the online version of the program, QuickBooks Desktop software needs an upfront payment. Once paid, it lets users run the software as long as they want, which means you can use QuickBooks for the rest of your life with a one-time payment. However, it has stopped the assistance for the discontinued versions of the software.

QuickBooks Services

Accept credit card payments where you do business – in the back office, in your retail store, on your website, or on your mobile device.

+1-888-209-3999

Intuit has made some changes to the QuickBooks Desktop pricing plan. QuickBooks Desktop 2022 and the later versions of the program will need you to pay an annual subscription fee. Besides, you need to renew your subscription every 12 months if you want to continue using the program.

QuickBooks Desktop Annual Subscription Pricing

The QuickBooks subscription pricing will change based on different versions of the program. If you are not aware, all the QuickBooks Desktop subscription products have become plus now. The cost of the subscription for different versions of the QuickBooks Desktop are:

QuickBooks Pro Plus

The annual subscription cost for one QuickBooks Pro Plus user is $349.99 per year. Besides, you need to pay $200 to add each new user. You can add up to three users to the QuickBooks Desktop Pro Plus.

QuickBooks Premier Plus

QuickBooks Premier Plus 2022 will cost you $549.99 per year. For every additional user, you need to pay $300. You can add up to five users in your QuickBooks Desktop Premier version.

QuickBooks Enterprise 22.0

QuickBooks Enterprise 22.0 will cost you $804 for the first year. Besides, you need to pay $1,340 after the first as an annual subscription cost. QuickBooks Enterprise is the most advanced version of the program, which lets you add up to 40 users. Also, it offers some of the most advanced features that can streamline your business accounting processes.

How Is The Subscription Version Different From Older Versions?

QuickBooks Desktop subscription services have revised pricing as you need to pay subscription charges annually. However, when the prices become high, the expectations for the product will also increase. QuickBooks Desktop Plus offers unlimited data backups, assistance, and annual upgrades. Besides, you don’t need to enter bills manually in the subscribed version of QuickBooks Desktop. You can simply upload them using its mobile application. Moreover, it can make your business accounting more simple and convenient.

Interface: There will be no change in the interface of the program. You can still enjoy the old interface of the program without needing to crack the changes in the program navigation.

Installation: The subscription-based solution will be locally installed, like the older versions of the program, and use the powerful features of the Desktop version of QuickBooks.

Upgrades: You don’t need to upgrade to the latest edition of the QuickBooks application in order to utilize the enhanced and newly added features of the program.

Cost: The cost will increase; however, the flexibility to control the cost will also increase. You can easily scale up or down and don’t need to pay for the program upgrades.

User-Experience: The user experience will remain almost the same and doesn’t add any significant change in the interface or the way you use your QuickBooks Desktop software.

Features: There are some excellent features added in the QuickBooks Desktop 2022 subscription-based version, such as simplified billing and enhanced program performance.

Improved Features In QuickBooks Desktop 2022 Subscription

As we have discussed, the annual subscription service will make your business accounting simpler. It can enhance the ease of managing bills in the program. In the previous versions of QuickBooks, you need to navigate to the Vendors menu in order to enter and pay bills. Besides, you need to provide other details to get the job done.

On the other hand, by upgrading to QuickBooks 2022, you can automate your bill entry and use several ways to get it done. To do so:

Download the mobile application for the QuickBooks Desktop. Here, you need to keep in mind that don’t download the app for QuickBooks Online.
Once downloaded, click Snap and then select the Upload Photo option.
You will now see that it is available in QuickBooks on a bill entry form and other details, such as date, vendor, and amount, filled in the specified boxes from the picture.
You may also edit it.
Alternatively, you may also email the PDFs of your bill using a custom email address.
You can click a picture using your mobile camera (not the QB app) and email it to the custom email address.
Also, you can upload the photo of bills from within Google Drive.

Note: This feature is available in QuickBooks Premier Plus and Enterprise. Also, you need some practice to perfect this feature.

Enhanced Performance

The large company file can make your QuickBooks Desktop software sluggish. However, QuickBooks Desktop 2022 has enhanced the performance of the program by leveraging the power of a 64-bit processor. In some cases, an increment of up to 38% can be seen in the program performance. If you want to check the processor of your PC, just implement the below-given steps:

Click on the Windows Start menu in the first place.
Thereafter, select the Control Panel.
Next, select System and Security/System, and it will help you to check if you are using a 32-bit or 64-bit processor.

QuickBooks Pro Subscription

QuickBooks Pro is the most basic version of the QuickBooks Desktop applications. Users with their basic business needs can choose this version and handle their day-to-day accounting tasks. After the QuickBooks Pro subscription, it has become QuickBooks Pro Plus. However, there will be no significant changes in the user interface or experience.

You need to pay $349.99 per year for the QuickBooks Pro subscription and an additional cost of $200 for adding each user. The pro version lets you add up to three users to access and work on your company data simultaneously. If you think QuickBooks 2021 non subscription pricing is less, the perks will also be better with a subscribed version of the program.

QuickBooks Premier Subscription

QuickBooks Premier is suitable for those businesses whose business accounting needs have overgrown the Pro version of the program. If you want to use industry-specific reports within your accounting solution, QuickBooks Premier can be the right solution for you. The subscription-based program is now QuickBooks Premier Plus with a myriad of advantages over the QuickBooks Desktop Premier 2021 no subscription version.

There are some additional features you can use in your day-to-day business accounting. Furthermore, you can access professional assistance whenever you need help with QuickBooks error codes or other issues.

What Are The Benefits Of QuickBooks Enterprise Subscription?

As the QuickBooks Desktop has become a subscription-based software solution, the cost will also go high. However, Intuit ensures that users can get better services by subscribing to a QuickBooks Enterprise solution. Some of the main advantages of the QuickBooks subscription are stated in the below-given list:

Benefits Of The Latest Features

With a QuickBooks Enterprise subscription, you can get the latest updates and newly added features to the program as soon as Intuit releases them. You don’t need to wait for a new version or make a payment for the upgrade.

Get Unlimited Assistance

You can get access to unlimited assistance and training resources with the QuickBooks Enterprise subscription. You don’t need to be tech-savvy to run the tool for your business accounting, as customer assistance is available to help at every step. Furthermore, you can get instant troubleshooting assistance for a multitude of technical issues you may encounter while using the program.

Control Cost

Budgeting with the QuickBooks Enterprise subscription is super easy. Once you choose an annual subscription fee, you don’t need to pay upfront costs related to purchasing the software outright. Besides, you can enjoy the flexibility of choosing a plan based on your specific business accounting needs. You can easily scale up as your business grows or downscale with your shrinking business accounting requirements.

Unlimited Data Backups And Enhanced Security

The subscription for QB Enterprise helps your business with data backups and better security for your crucial accounting data. Thus, your business can remain immune against unfortunate data losses or undesired intrusions into confidential company files.

QuickBooks Desktop Pro 2020 No Subscription Changed To Subscription – What To Do Now?

When using an older version of the QuickBooks Desktop application, you may notice that your QuickBooks Desktop Pro 2021 no subscription version has changed to the subscription version. Here, you may feel like it is a forced subscription imposed on you. You may wonder why it was not a subscription-based product at the time of the purchase, and now it is subscription-based, even if you haven’t triggered this action.

You may receive an email from Intuit about an order you have made (even if you didn’t order) related to the subscription, data protection, recovery, and assistance.

In such a case, you can log in to CAMPs as Primary Contact and check your transaction history and license information. If the license information in the email matches yours, you are recommended to contact QuickBooks assistance using the below-given steps:

When in the QuickBooks Desktop program, select Help and then select QuickBooks Desktop Help.
Next, you can click on Contact Us and specify that you are getting Reminder prompts, and then click Continue.
Here, you can either choose Message an Agent or Talk to a Specialist option.

Can I Purchase QuickBooks Enterprise Without A Subscription?

Wondering if you can purchase QuickBooks Enterprise without a subscription? Well! The answer is No. QuickBooks Enterprise is only available as a subscription as per the latest Intuit update. The QuickBooks Enterprise Subscription lets you access the latest version of the program, unlimited assistance, and the latest maintenance patches. The subscription-based version of QuickBooks Enterprise will need you to pay the annual subscription fees.

Can I Buy QuickBooks Without A Subscription Fee?

Wondering if you can buy QuickBooks without a subscription? Well! The answer is Yes! You can deploy QuickBooks Desktop as a standalone version without paying an annual subscription fee. A QuickBooks Solution Provider (Intuit authorized QuickBooks product reseller) is authorized to sell QuickBooks products for one-time payment. A QuickBooks Solution Provider program is a partnership program for those resellers who are well-versed with the QuickBooks ecosystem and can offer related consultation and services along with the QuickBooks products.

Along with the product purchase, you can avail of the product installation, setup, and troubleshooting for the multi-faceted program issues. Once you purchase the product from a reseller, there is no need to pay an additional subscription fee to continue using the product.

How QuickBooks Subscription Is Different From QuickBooks Online?

If you think that QuickBooks Desktop is now the same as the subscription-based online service, you need to know that the features and experience will remain the same. In fact, there are some additional features you will get to utilize. Furthermore, you don’t need to pay to upgrade to the newer versions to get new features.

Ending Words!

This post elaborates on QuickBooks Subscription prices and their effect on your day-to-day business accounting. Many users are confused if QuickBooks Desktop will continue or not. Well! Your favorite desktop accounting application is going nowhere. In this post, we have tried our best to explain the transition from QuickBooks one-time payment version to the subscription-based QuickBooks Desktop products. Feel free to connect with us if you have further queries related to this topic.

Suggestion Reading: QuickBooks Desktop Tool Hub