How to Assess Finance Charges in QuickBooks Desktop

Assessing finance charges in Accounts Receivable is considered as the most important aspects. You need to asses finance charges if there is a late fee or there are some unpaid balances in AR.

In this article, we will be providing you the complete information about how to asses financial charges in QuickBooks Desktop. You can also contact us at our toll-free QuickBooks Payroll Support Number +1888-529-1015.

You need to read this full article to asses financial charges in QuickBooks but before you go to the actual steps, you need to set your Financial Charges Preferences in QuickBooks by following below-mentioned steps:

  • Log into your company file with administrator rights.
  • From the main menu of QuickBooks, go to Edit > Preferences > Finance Charge.
  • Navigate to the Company Preferences tab and provide the details in the respective fields.
  • Select Finance Charge Account and then choose the account from the drop-down list. This is the account that you used to track income from finance charges.
  • Unmark the Assess overdue finance charges checkbox if you don’t want QuickBooks to access the financial charges for overdue finances charges.
  • Provide the due date or invoice/billed date to display whenever you want QuickBooks to calculate finance charges and then click on OK.

How To Assess Finance Charge In QuickBooks Desktop?

  • From the main menu of QuickBooks, go to the Customers menu and select Assess Finance Charges.
  • Select the Account Receivable A/R account for which you want to asses charges.

Note: You will be able to see the A/R account field only if there are more than one Accounts Receivables in the COA.

  • Set the Assessment date.
  • Choose the Customers & Job which is required to assess finance charges for.
  • Choose Assess Charges.

Note: A Finance Charge Invoice per customer is automatically created by QuickBooks whenever the finance charges are assessed. You can print it or leave it.

The finance charges can also be restricted to be assessed on an invoice. There are two methods through which this can be done so whenever you require an invoice from being excluded from a customer’s balance while assessing financial charges. The two methods are as follow:

  • Create a job which is not a part of finance.
  • Create a second Accounts Receivable which you can exclude from finance charges.

Contact Us For Support

Following the provided steps in this article will allow you to assess finance charges in QuickBooks Desktop without any issue. In case, you are facing any kind of issue during the processes of assessing financial charges or you have any doubts regarding the process, you can contact us at our toll-free QuickBooks Support Phone Number +1888-529-1015 to get an instant support for your issues.

How To Fix QuickBooks Payroll Errors: “The File You Specified Cannot Be Opened” And “The File Exists”

QuickBooks Payroll, in QuickBooks Desktop software, is a subscription-based services that allows you to process all the payroll related activities within the QuickBooks Desktop software. It comes with three different variants from which you can choose as per your business needs. However, sometimes you can face several issues in QuickBooks Payroll as well due to which, you may be restricted to work properly on your accounting tasks. Sometimes, QuickBooks couldn’t locate the file that you try to open and get the following error message:

“The File You Specified Cannot Be Opened” And “The File Exists”

The file couldn’t be identified by QuickBooks is a common QuickBooks payroll error and it can easily be tackled by following the steps provided in this article. You can also contact us at our toll-free QuickBooks Payroll Support Phone Number +1888-529-1015 if you want instant support for this error.

If this error is occurring during the time of payroll processing, there’s nothing to get worried about because these errors can generally occur when you try to update payroll, payroll scheduled liabilities, or open state or federal forms.

How To Resolve QuickBooks Payroll Errors?

Steps that you can perform to resolve the “file you specified can’t be found” error in QuickBooks Payroll are as given below:

Solution 1: Download and use the QBRefresher Tool

This issue can be faced if multiple processes related to QuickBooks get stuck in the background. Intuit require various components and tools to run smoothly and you can face issues if even a single component stop working. However, this error can easily be resolved by using the QBRefresher tool to perform a quick-fix. Download the tool by clicking on the following link:

  • Install the tool on your system properly.
  • Complete or close all the work currently open in the QuickBooks.
  • Close all the processes that are running in background. You can use Task Manager for this.
  • Open the QBRefresher tool and perform all the on-screen prompts.
  • The tool will complete its process within a minute and then close it.
  • Now, open QuickBooks and try to process payroll again.

If QBRefresher tool couldn’t resolve the error for you, go to the next step.

Solution 2: Update Windows Permissions

  • Pressing Windows + E will open the Windows Explorer or File Explorer.
  • Open the folder where your can0any files are located
  • Locate your QuickBooks company file and right-click on it.
  • Choose Run as administrator from the drop-down list.

If the error is still around, navigate to the next solution.

  • Right-click on the QuickBooks company file and choose Properties from the drop-down options.
  • Go to the Security tab and click on Edit.
  • Select Add and type Everyone in the window.
  • Select OK.
  • Put a checkmark on Full control checkbox from the Security window and select OK.
  • Click on Apply and then select OK to save changes.

Solution 3: Adjust Your User Account Control Settings

Turning off the User Account Control (UAC) temporarily and then restarting your system may resolve the issue for you.

If the error is not occurring after disabling the UAC, it means the security settings are restricting you to perform the payroll process. You need to adjust your UAC settings to make it compatible for QuickBooks.

If the error is still around, navigate to the next solution.

Solution 4: Update QuickBooks Desktop

Sometimes the issue can also occur if you are using an old or outdated version of QuickBooks. You can try to update your QuickBooks to the latest release and also update your payroll tax table. Then, try to perform the same process again.

Once you properly update QuickBooks Desktop, configure your firewall and internet security settings. You have ensure that QuickBooks has all the required rights and access to run on your system. You also have to set up folder and Windows access permissions to share company file.

Technical Support For QuickBooks Payroll

The steps instructed in this article will surely be helpful for you in resolving QuickBooks payroll error and you will be able to process your payroll tasks. However, if you are not able to resolve the error through these solution steps, it is quite possible that your QuickBooks company file or other QuickBooks files are damaged or not physically available in your system. If the error couldn’t get resolved or you require any kind of help while resolving, you can contact us at our support department by dialing our QuickBooks Support Phone Number +1888-529-1015 and get your issues resolved.

QuickBooks Gmail Not Working: Resolve QB Email Issues

QuickBooks is one of the most appreciated accounting software that allows you manage your business easily. In QuickBooks Desktop, you can integrate your email account that allows you to send emails to your clients, vendors and customers. You can also attach any document such as forms, reports and invoices. You can add various email service providers in QuickBooks Desktop such as Gmail, Outlook, AOL, etc. However, there can be some instances when you can face several issues when Gmail doesn’t work in QuickBooks Desktop. It is a common email related issue QuickBooks and it won’t have any impact on your QuickBooks data, but it can definitely affect your workflow.

This article will provide you a complete resolution for the Gmail not working in QuickBooks Desktop issue. After performing the solutions provided in this article, you will be able to send and receive emails directly from QuickBooks Desktop. In case, you require any kind of help or you need further assistance in resolving this issues, contact our QuickBooks Customer Service Phone Number +1888-529-1015 toll-free.

QuickBooks Gmail Not Working: What To Do?

QuickBooks provide you the option to send and receive emails directly from the software and you don’t have to login to your account separately. However, sometimes when you try to access your Google account within QuickBooks, a message comes up on your screen stating Sign in attempt prevented. This message basically says that the QuickBooks software is not meeting up with the modern security standards by Google.

This issue needs to be resolved as soon as possible because it says that the security of your Google account is under threat. However, there is not that much to worry about because Google is just trying to notify you that QuickBooks tried to access your Google account but failed.

Steps To Fix Gmail Not Working With QuickBooks

Steps to resolve the Gmail not working with QuickBooks issue are as given below:

  • Run the Internet Explorer or any other safe internet browser.
  • Browse to com and log into your Google account using correct email and password.
  • Click on the dotted square you see on the top-right corner of your screen.
  • Choose My Account from the drop-down options and then go to Connected apps & sites.
  • Find Intuit QuickBooks from the Apps connected to your account You can also see Intuit QuickBooks Online to connect QuickBooks Desktop with Gmail. If yes, ignore it.
  • Turn on the Allow less secure apps.
  • Navigate back to Gmail from QuickBooks and try to send main from QuickBooks.
  • You need to turn off the 2-step verification if you don’t want to verify your account every time you log into your Google account from QuickBooks.

Now, you should be able to use Gmail as your email service in QuickBooks and you can easily send and receive mails directly from QuickBooks. This issue can also be resolved by allowing new device or app to access your Gmail account.

Steps For QuickBooks Gmail Setup

  • From the main menu of QuickBooks, go to Edit > Preferences.
  • Click on Send Forms and then select My Preferences.
  • Select Webmail and then click on Add.
  • On the new window that occurs on your screen, enter your Gmail ID and then from the Email Provider section, choose Gmail. QuickBooks will automatically fill other SMTP Server information.
  • Click on OK to properly add Gmail account in your E-mail list.
  • Now, go to the Preference window and click on OK. Now, you will be able to use your Google account to send and receive mails from QuickBooks. You need to enter correct user credentials for Google account and then log into your account. Try to send invoice or report from QuickBooks Desktop.

Technical Support For QuickBooks Email Issues

By following steps provided in this article, you should be able to use your Google account in QuickBooks Desktop to send or receive mails. However, there are several error codes and issues as well related to the email issues in QuickBooks. If you are facing any other email related issue in your QuickBooks software, you may have to contact the QuickBooks technical support department. For this, you need to dial our toll-free QuickBooks Support Phone Number +1888-529-1015 to get solution for your QuickBooks errors and issues.

QuickBooks Registration Crashes: [Resolved]

QuickBooks is one of the biggest and most popular accounting software in the world that allows you to manage you complex financial records with ease. It provides you a user-friendly environment through which you can manage your business. However, there can some situations when you can face several errors and issues due to which your work may get hindered. QuickBooks Registration Crashes error on such error that restricts you from activating or running your QuickBooks software after you install it. This error can pop-up on your screen at any point of time and all your work will get vanished without being saved.

QuickBooks comes with so many errors and issues that can be faced during multiple situations. These errors can’t be avoided and QuickBooks registration crashes issues in one of them because it doesn’t allow you to open QuickBooks. If you are also going through this error and want to resolve it manually, then this article will be very helpful for you as you will get the complete resolution for QuickBooks Registration Crashes error. You can also contact us at our toll-free QuickBooks Customer Support Phone Number +1888-529-1015 if you require any kind of support or assistance during the process.

QuickBooks Registration Crashes

QuickBooks software allows you to manage all your financial records efficiently and provides you the required boost to your business. It is being trusted by millions of businesses from all over the world because of its compatibility and user-friendly environment. It can easily be installed by following the basic installation guide like any other software but to use it, you need to activate it on your system using your License Number and Product Number. If you don’t register QuickBooks on your system properly, you may face various other issues as well and one of the biggest threat is that your registration can crash and you get the following error message:

Error: QuickBooks registration Crashes. Registration not yet completed. Try to register again to avoid complication.

What Causes The Registration Error In QuickBooks?

  • Your QuickBooks company file and QuickBooks database have become heavy and QuickBooks is not able to handle it.
  • Damaged or missing .INI
  • Damage or corruption in your hard drive.
  • Windows files are damaged.
  • You are using an outdated version of QuickBooks Desktop such as QuickBooks 2016.
  • Antivirus or firewall application is creating hindrance.
  • Some QuickBooks installation files were removed mistakenly.
  • Virus or malware infection on your system.
  • Damaged installation of QuickBooks.

Steps To Solve QuickBooks Registration Error

This registration error in QuickBooks can be resolved by following two different solutions. You have to perform the provided steps in order as they are in this article to get maximum benefits. If the first solution resolves your issue, you don’t need to go to the next solution but if not, then go to the next one. Steps to resolve QuickBooks Registration Crashes error are as follow:

Solution 1: Uninstall And Re-install The QuickBooks Software

  • Restart your system and log-in with Administrator rights.
  • From the Start menu, go to Control Panel.
  • Navigate to the Program and Features
  • Locate and double-click on QuickBooks from the installed program list.
  • On the installation wizard of QuickBooks, you have two options, Repair and Uninstall. You need to click on Uninstall.
  • Follow the onscreen prompts and uninstall your QuickBooks software properly.
  • Restart your system to save changes.
  • Now, use a fresh source to install the QuickBooks software again. You require a fresh source because it might be possible that the installation source you used earlier was damaged and because of that you are facing this registration error.
  • Now, activate QuickBooks using your license number and product number.

Solution 2: Use QuickBooks Repair Tool

  • Open an internet browser and go to intuit.com.
  • Navigate to the download page and download QuickBooks Repair Tool.
  • Install the tool properly on your system.

Important: You are not recommended to use any third-party application because it can create various restrictions for QuickBooks and your company file can also get affected.

  • Run the tool and click on Scan to start the process.
  • Click on OK to the confirmation message. The tool will start to scan all the files and folders of your system.
  • Make sure that any other background process is not running or your system. Use Task Manager to close all the background processes.
  • Once the scan will complete, you will be shown all the damaged files and folders on your system.
  • The error should probably get resolved by now and you can use your QuickBooks software without any issue.

If you are still getting this registration error, then it is quite possible that your QuickBooks Company File and other configuration files are damaged. You need to resolve the data damages by using QuickBooks File Doctor Tool.

Technical Support For QuickBooks Registration Issues

You should now be able to resolve the QuickBooks Registration Crashes error and you should be able to use QuickBooks without any hassle. However, if you are still getting this error even after performing all the solution properly then it might be possible that QuickBooks is not able to read license properties. You can get explained solution at the QuickBooks Error 3371.

If all the efforts couldn’t help you in resolving the QuickBooks Registration Crashes error and you require any kind of support from our technical support department then you can contact us at our toll-free QuickBooks Support Phone Number +1888-529-1015.

Repair Or Reinstall Microsoft .NET Framework

QuickBooks is a very powerful accounting software that require various components to work properly and to integrate with the web applications. Microsoft .NET Framework is one such component which is considered as one of the most important components for QuickBooks. However, you can face several issues and errors in the Microsoft .NET Framework due to which your workflow may get hindered.

Damaged or missing Microsoft .NET Framework can cause number of errors and some of them are as given below:

How To Resolve The Damaged .NET Framework Issue?

There are three different solutions through which you can resolve the issues related to the damaged Microsoft .NET Framework issues. It is highly recommended to perform the steps in the shown order properly. Steps to resolve Microsoft .NET Framework are as given below:

Important: These steps are only for Windows operating system and not for any Intuit product. The provided steps can be a bit complex for you and we recommend you contact your IT professionals.

Solution 1: Download And Run The QuickBooks Install Diagnostic Tool

When the Microsoft .NET Framework gets damaged, it usually leads to the installation errors in QuickBooks. Intuit provides various tools to tackle number of errors and issues and the QuickBooks Install Diagnostic Tool is one of them. This tool automatically detect and resolve the issues related to Microsoft .NET Framework, MSXML, and C++ and so on.

  • Open an internet browser and go to the official website of Intuit.
  • Download the installation file of QuickBooks Install Diagnostic Tool.
  • Install the tool on your system and once the installation finishes, run the tool.
  • Wait for the process to get complete. It may take some time depending upon the issue.
  • Restart your system.

Solution 2: Update Windows To The Latest Release

If you are still getting same issues, then you have to update all the latest Windows and Driver Updates. Follow the below-mentioned steps to do so:

  • Go to the Start menu
  • In the search field, type Windows Update and hit enter.
  • All the available updates will be displayed on the update window. You need to install all the available updates.

Solution 3: Manually repair .NET Framework

For Windows 8, 8.1 & 10 Users

  • Open the Run command by pressing the Windows + R
  • Type Control Panel in the search field and click on OK hit Enter.
  • From the installed program list, locate the .NET Framework and click on Uninstall a Program.
  • Then, Turn Windows features on or off.
  • Make sure that .NET Framework 4.5 or later is enabled.
    • Enable the .NET Framework 4.5 if it is not enabled by putting a checkmark on the box and click on OK.
    • Restart your computer to save changes.
    • If the .NET Framework 4.5 or later is already enabled, then have to repair the .NET Framework by unmarking the checkbox and then restart your computer again.
    • Now enable the .NET Framework and restart your system again.
  • Make sure that .NET Framework 3.5 SPI is enabled
    • Enable the .NET Framework 3.5 SPI if it is not enabled already and then click on OK.
    • Restart your computer.
    • If the .NET Framework 3.5 SPI or later is already enabled, then have to repair the .NET Framework by unmarking the checkbox and then restart your computer again.
    • Now enable the .NET Framework and restart your system again.

For Windows 7 Users:

  • Make sure that the .NET Framework 3.5 SPI is enabled.
    • Open the Control Panel and go to Program and Features
    • Click on Uninstall a Program.
    • Turn the Windows features on or off:
      • If .NET Framework 3.5 is disabled, then put a checkmark on it to enable it and then select OK.
      • Restart your system.
      • If .NET Framework 3.5 is already enabled, then you need to repair it by unmarking the checkbox and the restart your system again.
    • Make sure that .NET Framework 4.5 or later is already installed.
      • Open Control Panel and select Uninstall a Program
      • If the Microsoft .NET Framework 4.5 or later is already installed, then you need to go to the 3rd step to repair it.
      • If the .NET Framework 4.5 is not installed, then go to the 5th step to install it.
    • Repair .NET Framework 4.5 or later (4.7).
      • Go to the Control Panel and then open the Program & Features
      • Select Microsoft .NET Framework 4.5 or later and click on Uninstall/Change.
      • Click on Repair and then Next.
      • Perform the onscreen prompts to process the repair. Once the process finishes, restart your system to save changes.
      • Now, open QuickBooks or try to reinstall QuickBooks.
      • If you get the same error again or the framework didn’t get repaired then move onto the nest step to uninstall the .NET Framework 4.5.
    • Uninstall .NET Framework 4.5 or later (4.7).
      • Open the Control Panel and navigate to the Programs & Features
      • Choose Microsoft .NET Framework 4.5 or later from the installed program list.
      • Select Uninstall, then click on Next.
      • Perform the on-screen prompts to uninstall it.
      • Proceed to Step 5 to reinstall it.
    • Install .NET Framework 4.5 or later (4.0 Client and Extended built-in).
      • Open an internet browser and navigate to the official website of Microsoft.
      • Download the .NET Framework 4.5 or later and save the file to your desktop.
      • Begin the installation process and once it finishes, restart your system.

Note: If you face any kind of issue or error while installing the .NET Framework, you need to contact a qualified IT professional or Microsoft support.

Technical Support For QuickBooks Desktop

The provided solutions should be helpful for you to repair or reinstall the Microsoft .NET Framework easily. Once you are done with repairing or reinstalling .NET Framework, you will be able to resolve most of the installation errors in QuickBooks Desktop. However, if you are facing some issues while repairing the .NET Framework or you are still facing several issues in the QuickBooks then you can contact us at our toll-free QuickBooks Support Phone Number +1888-529-1015 to get instant technical support for your QuickBooks issues and errors.

How To Create, Edit, Or Delete Memorized Transactions?

This article will help you to create and manage repeating transactions in QuickBooks Desktop.

QuickBooks comes with so many accounting features and one of them is memorizing transactions. This feature reminds you every time when a transaction is due. You just need to memorize your transaction and QuickBooks will automatically enter all the required information.

Memorized transactions can be checked at any point of time by going into Lists > Memorized Transaction List.

Create A Memorized Transaction

You can create a memorized transaction by following the below-mentioned steps:

  • Enter the transaction as you want to show up each month. Don’t click on the Save If you see a field containing information that may change then leave that field blank. For example, leave the Memo field blank on a recurring check so that you can enter a memo again whenever required.
  • From the main menu of QuickBooks, go to Edit > Memorize [Transaction Name]. For example, Memorize Check.
  • Provide a name to the memorized transaction and choose a way to manage it.
    • Add to my Reminders List: The transaction will be stored in the Memorized Transactions section. You have to fill in the How Often field whenever you select this option.
    • Do Not Remind Me: The transaction won’t get saved in the reminder list or it won’t get added. You can utilize it in a form of a template for a transaction that repeat from time to time.
    • Automate Transaction Entry: The transaction will be entered whenever it is due or to be made. Choosing this option will remember to fill in the How Often and Next Date fields.
  • Enter other information if required and click on OK.
  • Click on Save & Close or Save & Next.

Tips:

  • Before setting up an automatic schedule for a transaction, you need to make sure that your Next Date is set to a day in future.
  • While filling in the Number Remaining field, you need to make your that the Next Date transaction is included.

Create A Memorized Transaction Group

You can create a memorized transaction group if you have transactions with the same due date.

  • From the main menu of QuickBooks, go to Lists > Memorized Transaction List.
  • Click on Memorized Transaction drop-down and then click on New Group.
  • Provide info such as the group name and frequency.
  • Click on OK.

Add A Transaction To A Memorized Transaction Group

  • Open or create a transaction that you want to memorize.
  • Click on Memorize.
  • Select Add to Group and click on Group Name.
  • Click on OK.

Add a transaction you already memorized to a group

  • From the main menu of QuickBooks, go to Lists > Memorize Transaction List.
  • Right-click the memorized transaction and click on Edit Memorized Transaction from the drop-down options.
  • Click on Add to Group, then choose the Group Name.
  • Click on OK.

Edit A Memorized Transaction

  • From the main menu of QuickBooks, go to Lists > Memorize Transaction List.
  • Double-tap on the memorized transaction in which you want make changes.
  • Make the required changes as you want and click on Memorize at the top.
  • Update the transaction by clicking on Replace or click on Add to create a new one.
  • Click on Save & Close or Save & Next.

Delete A Memorized Transaction

  • From the main menu of QuickBooks, go to Lists > Memorize Transaction List.
  • Choose the transaction you want to remove.
  • From the Memorized Transaction drop-down, click on Delete Memorized Transaction.
  • Click on OK.

Technical Support For QuickBooks

The provided solutions should be helpful for you in creating, editing or deleting a memorized transaction. However, if you face any kind of issue while creating, editing or removing a memorized transaction or you require any kind of help related to the memorized transactions in QuickBooks then you can directly contact us at our toll-free QuickBooks Support Phone Number +1888-529-1015 to get an instant support for your QuickBooks Desktop.

Features Of QuickBooks Single-User And Multi-User Mode: Complete Guide

QuickBooks is a high-tech accounting software that offers various features. In this article, we will be providing you a complete information of QuickBooks Desktop. You can use the QuickBooks Desktop and perform various processes through multiple ways. You can know more about the features of QuickBooks Desktop by dialing the toll-free QuickBooks Customer Service Phone Number +1888-396-0208.

You can access your QuickBooks company file, single-user mode and multi-user mode. In single-user mode, only one user is allowed to access and work on a company file where on the other hand, multi-user mode allows multiple users to access a company file at the same time. The allowed number of users to access the file depends on the number of user license that you have. You can know more about the multi-user mode by dialing toll-free QuickBooks Enterprise Support Phone Number +1888-529-1015.

Difference Between The Features of Single And Multi-User Mode

This section of the article will provide you the complete details of the features that are available and unavailable in both single and multi-user mode of QuickBooks Desktop. We have analyzed QuickBooks Desktop properly and created a table accordingly. You can refer to the following table to know about the features added in both the modes of QuickBooks Desktop.

Company File Operations

Tasks/Features Single-user mode Multi-user mode
Create Local Backup Yes Yes
Set up/Activate Online Backup Yes Yes
Create a Portable Company File Yes No
Convert Company File Yes Yes
Repair File and Network Problems Yes Yes
Stop Hosting Multi-user Access Yes Yes
Disable QuickBooks Manager No Yes
Verify Data Yes Yes*
Rebuild Data Yes No
Condense Data (the US only) Yes No
Update Web Services Yes Yes
Copy company file for QuickBooks Online Yes No

Note: Multi-user mode allows you to use the verify and rebuild utility but you can’t access your QuickBooks company file during the process.

Managing Lists

Tasks/Features Single-user mode Multi-user mode
Chart of Accounts Yes Yes/No*
Items list Yes Yes/No*
Other Names list Yes Yes
Customer & Vendor Type list Yes Yes
Price Levels/Price Rules Yes Yes
Templates Yes Yes
To Do Yes Yes
Add/Edit Multiple List Entries Yes Yes

While adding, editing or removing the list data, you can’t merge data in the multi-user mode.

Importing/Exporting data

Tasks/Features Single-user mode Multi-user mode
Import Excel Files Yes Yes
Advanced Import Yes No
Import IIF Yes Yes*
Import WebConnect Files Yes Yes
Import Timer Activities Yes No
Import General Journal Entries Yes Yes
Export Lists to IIF Files Yes No
Export Addresses to Text File Yes Yes
Export Timer Lists Yes No

The IIF files can only be imported in QuickBooks Pro/Premier/Enterprise 2019.

Business Process/workflow

Tasks/Features Single-user mode Multi-user mode
Custom reporting Yes Yes
Set Closing Date Yes No
Set up Budget Yes Yes
Set up Forecast Yes Yes
Cash Flow Projector Yes Yes
Use Business Plan Tool Yes Yes
Manage Fixed Assets (US only) Yes No
Enter Vehicle Mileage Yes Yes
Prepare Letters with Envelopes Yes Yes
Enter customer transactions Yes Yes
Enter Statement Charges Yes Yes
Create Statements Yes Yes
Assess Finance Charges Yes No*
Enter Time Yes Yes
Income Tracker Yes Yes
Lead Center Yes Yes
Change Item price Yes Yes
Vendor Center Yes Yes
Enter vendor transactions Yes Yes
1099 Wizard (US only) Yes No
1099 Report (US only) Yes Yes
Create Checks/Checks Yes Yes
Order Checks/Checks Yes Yes
Reconciliation Yes Yes
Set up Bank Feeds Yes Yes
Change Bank Feeds mode (US only) Yes No
Reports center Yes Yes
Memorized reports Yes Yes
Scheduled reports Yes No
Commented reports Yes Yes
Advanced reporting (US only) No Yes
Process multiple reports Yes Yes
QuickBooks Statement Writer Yes Yes
Combined Reports Yes Yes

Setting up finance charges for the first time can’t be done in the multi-user mode.

Accountant-related tasks

Tasks/Features Single-user mode Multi-user mode
Create Accountant’s Copy Yes No
Save Accountant’s Copy Yes No
Send Accountant’s Copy to accountants Yes No
Send Company file, create portable file Yes No
Accounting Tools Yes Yes
Batch Delete/Void Transactions Yes No
Batch Enter Transactions Yes Yes

Employee and payroll activities

Tasks/Features Single-user mode Multi-user mode
Employee Center Yes Yes
Payroll Setup (Manual Payroll) Yes No
Pay with Direct Deposit (US only) Yes Yes

Preferences

Tasks/Features Single-user mode Multi-user mode
Accounting Yes Yes/No*
Bills Yes Yes/No*
Calendar Yes Yes/No*
Checking/Checking Yes Yes/No*
Desktop View Yes Yes/No*
Finance Charge Yes Yes/No*
General Yes Yes/No*
Integrated Applications Yes Yes/No*
Items & Inventory Yes Yes/No*
Jobs & Estimates Yes Yes/No*
Multiple Currencies Yes Yes/No*
Payments Yes Yes/No*
Payroll & Expenses Yes Yes/No*
Reminders Yes Yes/No*
Reports & Graphs Yes Yes/No*
Sales & Customers Yes Yes/No*
Sales Tax Yes Yes/No*
Search Yes Yes/No*
Send Forms Yes Yes/No*
Service Connection Yes Yes/No*
Spelling Yes Yes/No*
Tax: 1099 (US only) Yes Yes/No*
Time & Expenses Yes Yes/No*

You can make changes in the My Preferences tab in Multi-User mode but not the Company Preferences.

Print/Email Tasks

Tasks/Features Single-user mode Multi-user mode
Printer Setup Yes Yes
Print forms Yes Yes
Send forms Yes Yes
Shipping Label (US only) Yes Yes

Others

 

Tasks/Features Single-user mode Multi-user mode
Synchronize contacts Yes Yes
Set up QuickBooks ODBC Yes Yes
Use Register Yes Yes
Use Calculator Yes Yes
Find Yes Yes
Search Yes Yes
Customize Favorites Yes Yes
Bulk enter company business details Yes Yes
Reminders Yes Yes
Alerts Manager Yes Yes
QuickBooks Messenger Yes Yes

How To Switch QuickBooks To Single Or Multi-User Mode?

Switching modes in QuickBooks Desktop is a simple process and it totally depends on your preference that which mode you want to use. You can easily switch to the multi or single-user mode with some basic steps and that are as follow:

  • Run QuickBooks and click on File
  • From the drop-down list, click on Switch To Single-user Mode/Switch To Multi-user Mode.

Note: Multi-user doesn’t support some of the most important features of QuickBooks such as payroll and bank feeds.

Technical Support For QuickBooks Desktop

Hopefully, you find this article helpful and you have a clear idea about the features of QuickBooks single user mode and multi-user mode. However, if you still have some doubts or you are having some issues then you can contact us at our toll-free QuickBooks Support Phone Number +1888-529-1015 to get instant support for QuickBooks.

Understanding QuickBooks Desktop Keyboard Shortcuts

QuickBooks is one of the best accounting software that comes with hundreds of accounting features. It was specially developed to make accounting easy and affective. Because it is a very large software, there are various features or command that can be a bit time taken for you. To tackle such situations, Intuit has assigned shortcut keys for so many commands. You can use those shortcut keys to perform various tasks in QuickBooks desktop.

If you are new to QuickBooks and you don’t have much idea about shortcut keys in QuickBooks Desktop then this article will be very helpful for you as we will be providing complete information about the shortcut keys of QuickBooks Desktop. You can also contact us at our toll-free QuickBooks Customer Service Phone Number +1888-529-1015 if you have any kind of query regarding the shortcut keys in QuickBooks.

QuickBooks Desktop For Windows

Enter Transaction/List

KEYS ACTION
Ctrl + Del Remove or delete the highlighted line in a transaction
Ctrl + Ins To Insert or add a blank detail line in a transaction
Ctrl + Alt + Y* Create a copy of the line in an Invoice
Ctrl + Alt  +  V* To paste the line that you’ve copied to the row in the invoice.
Ctrl + N For creating a new transaction or list item
Ctrl + D Remove the current transaction or list item
Ctrl + E Edit or modify an item from an item list or in a register
Ctrl + O Check in the appropriate checks/checks windows or in the check register: Press Ctrl + O to create a copy of the check and  then use Ctrl + V (paste) to create a copy of that check if you are in the check register.
F5 Refresh list. You see this only if you QuickBooks in multi-user mode and a list is open. Refreshing the list forces QuickBooks to return to the database server and retrieve the latest copy of the list. It can be useful if multiple users are editing the list at the same time. Note that all open lists at the same time should be refreshed.
Ctrl + H Transaction history (used inside a transaction)

Opening Windows/List

KEYS ACTION
Ctrl + W Write Checks/Checks
Ctrl + Q For running a Quick Report, select an account, customer, or vendor then press Ctrl + Q to get the report.
Ctrl + Y Transaction Journal (Used inside a transaction)
Ctrl + J Customer Center
Ctrl + A Chart of Accounts
Ctrl + I Create Invoices
Ctrl + L If the cursor is in a section that contains a drop-down list like selecting the item in an invoice details line then pressing CTRL  +  L will open the list associated with that drop-down.
Ctrl + U Use the item from the list that you have just opened using Ctrl + L.
Ctrl + R Use Register
Ctrl + G If you are in a register for an account, pressing Ctrl + G will take you to the register for the “transfer” account associated with the line you have selected
Ctrl + F Find
F1 QuickBooks Help
F2 or Ctrl + 1 Product Information Screen
F3 or Ctrl + 2 Search. If you have the Product Information window open (by pressing F2), pressing F3 will open the tech help window. Here, you get a wide range of system and diagnostic information and a quick way to view and edit a number of support and technical files that relate to QuickBooks operations.
F4 QuickBooks Technical Support helper
Esc or Ctrl + F4 Close Active window
Ctrl + F6 Move to the next open window and make it active.
Note: Some windows, such as the Accountant Center, does not allow this.

Maneuvering

KEYS ACTION
 + Press the  +  in order to increase the number in a form like a check/check number or invoice number, select the number you want to change.
Press the  key in order to decrease the number in a form, like a check/check number or invoice number, select the number you want to change.
Alt + S Save transaction
Alt + N Save transaction and go to the next transaction
Alt + P Go to the previous transaction
Tab Go to the next field
Shift + Tab Go to the prior field
Up arrow () Go to the previous line in a form
Down arrow () Go to the next line in a form
Page Up Go to the previous page in a form area or report
Page Down Go to the next page in a form area or report
Ctrl + Page Up Go to the first item a list or register
Ctrl + Page Down Go to the last item in a list or register
Ctrl + Enter Record

Opening/ Closing QuickBooks

KEYS ACTION
Ctrl To run QuickBooks without opening a company file, press Ctrl while opening QuickBooks.
Alt To suppress or not open the desktop windows (at Open Company window), press Alt while opening a company file.
Alt + F4 Exit

Date shortcuts

The following can be used while on the register or on any transaction list:

KEYS ACTION
 + Advance to the next day
Previous day
T Today
W First day of the Week
K Last day of the Week
M First day of the Month
H Last day of the Month
Y First day of the Year
[ (left bracket) Same day in previous week
] (right bracket) Same day in next week
; (semi colon) Same date last month
(apostrophe) Same date next month
Alt + Down arrow (↓) Opens the calendar for date selection (the small date calendar, not the “Calendar” feature)

Memorized transactions

KEYS ACTION
Ctrl + M To memorize the current transaction
Ctrl + T Opens the Memorized Transaction List

Miscellaneous shortcuts

KEYS ACTION
Ctrl + P Print
Ctrl + R + P If you want to register QuickBooks, and you have been provided a “validation code,” you can easily enter the code as needed. Run QuickBooks, go to the Help and select About QuickBooks. Press Ctrl  +   +  P When the product splash screen shows. This opens the window that lets you enter your validation code.
Ctrl + K QuickBooks Service Keys (Payroll)
Ctrl + Alt + Y Set up YTD Amounts. Select Help from the QuickBooks menu, then select About QuickBooks which opens the splash screen with license and other info. At this point, press Ctrl + Alt + Y and you will get a window that lets you enter year-to-date amounts for payroll.
F2 and Ctrl + B + Q Export to QuickBooks Online. Press F2 then Ctrl + B + Q. Select OK or close the Product Information screen.

Standard text editing

KEYS ACTION
Ctrl + Z Undo
Ctrl + X Cut
Ctrl + C Copy
Ctrl + V Paste
Del Delete a character to the right
Backspace Delete a character to the left
Home Go to the first character in the field
End Go to the last character in the field
Ctrl + Right arrow(→) Move to the next word in a current text field
Ctrl + Left arrow (←) Move to the previous word in a current text field

QuickBooks Desktop for Mac

General

KEYS ACTION
Command + , (comma) QuickBooks > Preferences
Command + H QuickBooks > Hide QuickBooks
Option + Command + H QuickBooks > Hide Others
Command + Q QuickBooks > Quit QuickBooks
Option + Command + N File > New Company
Command + O File > Open Company
Option + Command + W File > Close Company
Command + W File > Close Window
Command + P File > Print
Command + M Windows > Minimize
Command + ? Help > QuickBooks Help
Control + Click Display Contextual menu
Command + 1 Display Product and File info

Editing

KEYS ACTION
Command + Z Edit > Undo
Command + X Edit > Cut
Command + C Edit > Copy
Command + V Edit > Paste
Command + Y Edit > Insert Line
Command + B Edit > Delete Line
Command + E Edit > Edit
Command + N Edit > N
Command + D Edit > Delete
Command +  +  (plus) Edit > Memorize
Command + U Edit > Transaction History
Option + Command + C Edit > Copy Transaction
Command + G Edit > Go To Transfer
Command + L Edit > Show List
Command + R Edit > Use Register
Command + F Edit > Find
Delete Delete the character to the left of the insertion point

Activities

KEYS ACTION
FN + Arrow down(PgDn) Down one screen
FN + Arrow up(PgUp) Up one screen
Command + PgUp First item on list or first transaction of a month in register
Command + PgDn Last item on list or first transaction of a month in register
Command + Home First transaction in register
Command + End Last transaction in register
Shift + Click the close box Close all windows in QuickBooks
Tab Next field
Shift + Tab Previous field
Right Arrow (→) Report column to the right
Left Arrow (←) Report column to the left
Down Arrow (↓) Report row below or line below in form detail area
Up Arrow (↑) Report row above or line above in form detail area

Dates

 

KEYS ACTION
 + Next day
Previous day
T Today
W First day of the week
K Last day of the week
M First day of the month
H Last day of the month
Y First day of the year
R Last day of the year

You can use these shortcut keys in QuickBooks Desktop to make things easy and faster for you. It is very important for you to know about the shortcut keys irrespective of which software you are using because it is the best way to do your task quickly.

Technical Support For QuickBooks Desktop

This article should be helpful for you and you should now have a clear idea about the shortcuts in QuickBooks Desktop. Whenever you want to know about the shortcut commands, you visit this article at any point of time. However, sometimes you may find yourself in a situation when some of the shortcut keys couldn’t be use properly and you can face several errors as well. In such situations, you just need to dial our toll-free QuickBooks Support Phone Number +1888-529-1015 to get instant support for your issues.