Learn to Access QuickBooks Remotely Anytime from Any Location
The current state of businesses and markets has brought down everyone to their knees. The financial conditions of most businesses are not at their epitome. Moreover, people are struggling to find jobs and businesses are struggling to find employees. The major impediment that has hit the corporate sector lately is social distancing, brought about by the Covid-19 pandemic.
Going to the office is now no less than a scary event. In such cases, everybody is opting to work from home. But how do you ensure smooth workflow without the correct software? QuickBooks software has proven to be the most reliable software for accounting and managing finances. Now, there is a need to make those monetary adjustments sitting at home. Hence, the main reason to create this blog is to let you know how you can also access QuickBooks desktop remotely with no hiccups in between.
With QuickBooks remote access you can now work from anywhere. The system allows access to the work systems as long as there is an active internet connection. Now you get to be included in the email, the documents shared, and other workplace programs from home. Another best thing about this software is that you can locally print your necessary documents. Simply said, this means you can access your QuickBooks account from anywhere. All you need is an internet connection. The system of this remote access facility joined with QuickBooks is very secure, making information to be shared between the authoritative parties in and out of the organization really easily.
Here we will go through a guide talking about accessing QuickBooks desktop remotely. Moreover, we will see what are the advantages of doing so.
Advantages of Using the QuickBooks Remote Access Tool
The QuickBooks remote access tool offers a wide range of benefits that a QuickBooks user can leverage. Some of the most outlining benefits are earmarked as follows:
Importing and exporting a QuickBooks file from one system to another without any hassle.
You will be able to share important information between devices.
You can connect even your local printer with the remotely accessed device where you are currently using QuickBooks. By doing so, you will be able to print the documents or sheets required at the moment.
Saves time in terms of traveling and other costs related to the infrastructure of the accounts department.
Complete access to clients with respect to tracking the system and accounts.
You can copy and paste your desired files from one remote location to the other.
With the QuickBooks file, you can easily add multiple users.
This is definitely a time-saving modus operandi for those who wish to achieve more business operations smoothly within the same time.
You can keep a record and track the activities updated or edited by the other clients or subordinates using QuickBooks from practically anywhere.
Various authoritative users with the same level of permissions and controls assigned can work together on a single document file when the deliverables are due quickly.
You can manage the financial aspect of your businesses better with the lesser cost involved with accounting and bookkeeping from remote locations.
What is the Cost of The QuickBooks Remote Access Tool?
Remote Access of QuickBooks desktop is available within two editions as it’s not free. You need to subscribe to either of the ones mentioned below:
Full Desktop Access: Costing around $79.75 USD per month
QuickBooks Access: This one is priced at $93.9t per month
However, there is multiple third-party QuickBooks software for remote access which you can purchase or avail at different prevailing market rates for which you will have to contact the concerned vendors first.
Ways to Remotely Access the Features of QuickBooks Desktop
Using QuickBooks Desktop on Cloud services.
Trying out the online version of QuickBooks.
For the best remote experience, you can also use the Remote Access tool of QuickBooks.
Further, let’s discuss the requirements for each remote access solution of QuickBooks to be clearer on what are things needed to be done and in which manner.
1st process: Using QuickBooks Desktop on Cloud Services
Intuit is helpful in allowing authorized purchasers of QuickBooks software to host the application outside the main server. This can be accessed by QuickBooks authorized owners from any location with an internet connection.
As a matter of fact, users can avail every basic features of the QuickBooks desktop on the cloud version. What’s more interesting is—you can operate QuickBooks on a cloud server from different mobile devices as well with a proper internet facility, of course.
This solution is a perfect choice for those who don’t want to waste time in tiresome installations and frequent maintenance of the QuickBooks on the desktop. The hosting servers take this burden off the entrepreneur’s shoulders for a smoother road to the achievement of organizational goals.
2nd Process: Trying Out the Online Version of QuickBooks
This plan works entirely over the internet where you have to choose the plan for the authoritative people or clients who can access the QuickBooks accounts at the same time. There’s quite a difference between the online version of QuickBooks in comparison to the Desktop and Cloud Versions.
3rd Process: Remote Access Tool of QuickBooks
This tool works fine for accessing the same QuickBooks desktop version in another system that you have installed in your previous system. Tasks like copying and sharing documents, CSV, or QuickBooks exclusive files can be done with this tool from one machine to another local one. To make the long story short, you can perform basic tasks on the data files and the information stored on your original QuickBooks desktop version from the remote machine with this swift and efficient tool.
This particular software is powered by the Cisco WebEx tool that’s mastered in organizing online meetings and webinars—a smoother flow of communication between the parties across multiple geographical locations. Though, an inconsistent connection between the two devices can hamper the remote access tool’s operationality.
Here’s how you can access QuickBooks Desktop Remotely
It can get difficult to trace something especially if you do not know how to set it up. In this subsection, we will talk about the ways you can set up access to your workstation. Here are the steps that will help you gain access to the QuickBooks desktop from home:
When you sign up, you have to register with your email and other credentials. Then you launch your browser wherein you will gain access.
Next, you need to download the tool.
When you are done, it is time to set it up. Press the ‘setup computer’ icon
Type in your ‘nickname’ in the box and then hit the next tab.
There are certain checkmarks in the option you would want to click for a better and easy user experience every time you opt for QuickBooks Remote Access Tool. These options are “Use full-screen view by default”, “Disable this computer’s keyboard and mouse” “Automatically reduce screen resolution to match”, and also “Make this computer’s screen blank.”
Next, you require to checkmark the applications as well to easily access QuickBooks remotely on the second machine or device. For literally a negligible amount of fee, you can access all your files and applications with QuickBooks Remote Access. Now, tap on “Next”.
Finally, you have to finish the authentication process by putting in a passcode. This will be used by your users for remote access at the time of logging in.
Then, hit on finish.
And you are done setting up your remote access account. Now you can give access to all your users and the phone number option will notify you. Any new user trying to gain access to your system will need to call you to get the passcode. But if you are still confused, there is another way of setting up. Below are the steps that will help you set up your QuickBooks remote desktop access alternatively:
Before we begin the real steps, first launch the browser which you will use to set it up.
Then you log in to QuickBooks and sign up with your credentials.
Next, you will need to tick a mark on the box where they asked for a nickname. Along with that, you will see the button ‘connect’. Click on it.
You will be asked to authorize your access by sending an OTP on the phone or by the passcode. Or you will receive a call where you will be asked to input the passcode on the phone.
Finally, you will get a drop-down menu wherein you need to hit ‘Remote access’.
After that hit ‘End QuickBooks Remote Access Session’
You are done. All you need to do is give access to all your users and you will be working in no time.
Should you be Concerned About Any Security-Related Issues While Using the QuickBooks Remote Access?
Absolutely No. There are absolutely no security-related issues experienced while accessing the Quickbooks software remotely. Intuit makes sure to keep your data safe and secure. The level of encryption offered in the case of QuickBooks Remote access utility as well as QuickBooks online is 256-bit encryption. In addition to this, the hosts are equipped with firewalls, data recovery, and other relevant tools to tackle any security-related intricacy encountered while using the QuickBooks remote access. Therefore, as a user, there is no need to worry as the process of accessing your QuickBooks software and data files remotely is completely secure and foolproof.
More often than not, computer setups can be really tricky. You may be able to understand the ways and methods of the setup and access your QuickBooks desktop remotely from another location. That is why we hope to be of great service. If you have any queries, feel free to call on our QuickBooks helpline number. There are experts who are also remotely working to help you out.
Find Out If the QuickBooks desktop installed in your computer is compatible with Windows 10 or 11
The most basic requirement of any professional software is its compatibility to work with an operating system. An Operating system defines the working of the software and is a major factor considered while developing any software. Many operating systems have been developed over time for different professional and personal uses. Among them, one of the most prominent is the Windows operating system. In this context, you must be wondering about the compatible QuickBooks Desktop versions with windows. Well, this blog contains comprehensive information in this regard. So, keep reading.
Today, Windows 10 has gained so much popularity, that most professional softwares are Windows 10 and 11 compatible. With the increase in users, Windows 11 became the go-to version of many banking professionals. Therefore, to meet the advancing technological advancement, QuickBooks Desktop software also started optimizing the software. Such advancements will assist it to run on all the available O/S versions of Windows 10/11.
In this article, we are going to discuss all the compatible QuickBooks desktop versions for Windows 10 and 11. However, if you only have a rudimentary knowledge of computers, our QuickBooks support team will help you out.
Microsoft Windows likes to update its operating system from time to time to provide its users with the best experience. The updates are often targeted at removing any kind of glitches or processes that are slowing down the operating system. These also remove any kind of security issue, that allows you to keep the data safe and secure. Therefore, let us look at some of the new features that have recently been embedded in Windows 11.
The layout of the start menu in the newer version of windows is similar to that of Windows 7.
It has been integrated with a new feature. The feature allows the task switcher, a simulated virtual desktop, to be easily renamed.
It has a feature of cloud download that makes the process of reinstalling windows.
The task manager now shows the temperature of the GPU as well as the Disk Type.
It also provides more control over optional updates, also with enhanced Bandwidth limits
Windows 10 versions that are supported by QuickBooks Desktop
Microsoft is always dedicated to providing the best updates to its users to enhance their experience. The focus is to make it more and more engaging. There are several versions of Windows 10 available, but the QuickBooks Desktop software is not compatible with all of them. Therefore, let us look at all the versions in which QuickBooks is compatible.
Windows 10 version 1809 (latest)
Windows 10 Version 1803
MS Windows 10 Version 1709
Windows 10 Version 1507, 1511, 1607 and 1703
The latest version of Windows 10, i.e., Windows 10 version 1809, is found to be best for QuickBooks Desktop software. Additionally, there are many versions of the QuickBooks Desktop software too, therefore, let us look at all the compatible QuickBooks Desktop versions for Windows 11 or 11.
QuickBooks Desktop 2016 R7 and later
QuickBooks Desktop 2015 & 2016 (Release 1-6)
QuickBooks Desktop 2014 and earlier
With new updates set up for the software, it is very essential to keep a check on the specifications and compatibility. It becomes necessary so that the software works efficiently and without any errors and issues.
How to Enable All The Essential Features?
Sometimes there is a possibility that despite your windows version being compatible, it might lack certain features. These features such as a .Net Framework 3.5, may have been disabled. Therefore, let us understand the steps in which you can enable all the important features to run the QuickBooks software.
At first type Control Panel on the search bar and hit the Enter key.
Next, Under the Programs tab, you need to choose to Uninstall a Program.
After that, a window will appear with a list of all the installed software.
You are just required to hit on Turn Windows features On or Off, on the left-hand side of the window.
In the next step, check that the .Net Framework 3.5 and .Net Framework 4.5 is enabled.
At last, hit on OK, to save the changes. And the QuickBooks Desktop software will now work efficiently work on your Windows.
QuickBooks Desktop Versions That are Compatible with Windows 11 and 10
Check out the infographic in order to better understand the QuickBooks versions that are compatible with Windows 10
QuickBooks Desktop 2016 Release 7 and Later
If you are using QuickBooks 2016 Release 7 (R7) or later releases, then you should switch to Windows 10. These versions are compatible with the Windows 10 operating system. If you have QuickBooks Desktop 2016, released before R7, you should consider updating your QuickBooks to the latest version. But if the software you are using is QuickBooks 2016 R7 or a later version, you shouldn’t bother to do anything for now.
QuickBooks Desktop 2015 & 2016 (Release 1 to 6)
Intuit, the makers of QuickBooks, keeps running regular tests on QuickBooks Desktop software to maintain its image of state-of-the-art software. The technicians make sure that appropriate and compatible components are always incorporated. As per various studies, .Net framework 3.5 is an important component needed for QuickBooks 2015 to function with Windows 10 seamlessly.
The above-mentioned framework gets updates to higher versions after Windows 10 updates are installed. QuickBooks 2015 users have also reported compatibility issues with the latest version of the operating system when the .Net framework is missing or disabled. The mentioned condition applies to the lower versions too. It’s important to enable .Net framework 3.5 to make QuickBooks desktop 2015 and 16 (R1-R6) compatible with Windows 10 and Windows 11.
QuickBooks Desktop 2014 and Earlier
QuickBooks experts have run many tests to check the compatibility of QB 2014 and earlier versions with Windows 10 and Windows 11. It is concluded that QB 2014 and earlier QB versions are not compatible with the Windows 10 operating system. If you are still using QB 2014, you may receive more errors and issues in comparison to the users with updated QuickBooks versions. One of the many common errors that business owners with QuickBooks 2014 face is QuickBooks Error 15271 or others.
Note: If you still have QB 2015 or any of the earlier versions, update your QuickBooks software to avoid such errors.
QuickBooks Desktop is accounting software that is used extensively by many business organizations. Therefore, it is very important to know about versions of QuickBooks Desktop are supported on Windows 10 working efficiently and smoothly, and is not creating issues, that are playing a part in decreasing productivity or any kind of financial mismanagement.
However, if you ever face any kind of issues or if you have any questions, doubts, or suggestions please dial the toll-free number, and a QuickBooks support team will get in touch with you and will help you with your windows compatibility and working of the software. Thanks for visiting us and spending your valuable time in reading this blog. We hope that this blog post might have helped you in any way.
Discover the easiest steps to update QuickBooks Desktop to the latest release version:
QuickBooks is one of the most exceptional accounting software in present times that has successfully aided business owners to reach their business goals efficiently. Notwithstanding the benefits that the software has offered, we cannot neglect the fact that certain operations and functionalities of the QuickBooks software are quite complex and get even more tedious if an out-to-date version of the software is employed. As such, it becomes mandatory to get your favorite accounting software updated quite often.
In this article, we shall be diving into greater depth to unravel the procedure needed for updating your QuickBooks desktop to the latest version. Although this is not an error, the process can be quite intricate for new users or for users who aren’t adept at the technical complexities involved in computers. These QuickBooks updates are also known as maintenance releases or patches. If you are someone who is newly introduced to the world of QuickBooks desktop, then you’ll automatically get the latest version of QuickBooks. On the contrary, if you’re a user, things can be tricky as you need to update every time there’s a new service or feature-related in the market.
What Rolls in with the Latest Release of the QuickBooks Desktop?
Note: It is important to download every available update, in order to enjoy amazing new features and functionalities.
QuickBooks is an overflow of goodness that comes with slightly tricky features here and there. In order to help you learn how to update the QuickBooks desktop, we have curated this article for you that will smoothly solve all your hindrances by the end. So, if you’re looking to updating your QuickBooks desktop to latest version, go through this article thoroughly and find more productive ways to enhance your business performance. As per revered experts, the new QuickBooks desktop features come with new ways of learning along with demonstrations that showcase the use of QuickBooks desktop. Also, this edition spotlights a few more features including:
Easy version upgrades
Condensed data file optimization
Customer invoice history tracker
How to Check Whether your QuickBooks Desktop is already Updated to the Latest Release?
Before embarking onto the walkway of updating QuickBooks Desktop, the first prerequisite is that the users need to check if there is any requirement of updating QuickBooks. This can be ascertained by following the guidelines below:
To begin with, you need to launch QuickBooks and then push the Ctrl + 1 keys or the F2 key on the keyboard, in order to reach the Product Information window.
After that, on the Product information window, you need to check the version and latest release of the QuickBooks patch.
The last step is to compare the latest version of the QuickBooks patch.
What Makes the Update Process so important?
It’s necessary to update QuickBooks to the latest release, as technology is transforming every day, and everyone wants to be updated. Updated technology enables you to enhance and control your business easily. The latest release of QuickBooks has many new features that can help users to provide a fillip to their businesses. Many users get worried about updating QuickBooks desktop to the latest release and version but this article will help you learn everything about QuickBooks updates. You will get apprised of the installation process, steps and possible errors confronted while updating, along with fixes. Summing up, the need to update QuickBooks software is indispensable, for the latest updates come with various features which encompass the following:
The tedious process of managing and coordinating user roles has now become a cakewalk.
Recent updates are equipped with unfathomable improvements that enhance the overall experience of online banking.
The creation of an additional admin for the software is now a possibility, thanks to the enhancements in the EFA.
The process of Tax filing is now easier, and the new updates are equipped with new forms that can be filled via the online mode and can be printed conveniently.
Steps to Update QuickBooks Desktop Pro, Premier and Enterprise to Latest Release
Different approaches can be followed to update QuickBooks Desktop. Pertinently, users should ensure uninterrupted internet connectivity, and they should also ensure that no security program in the background is causing any hindrance to the update process. Upon double-checking these requirements, users can abide by any of the following methods to accomplish QuickBooks updates:
Automatic QuickBooks Update Method
On-Demand Update Method
Release Download
Do Manual QuickBooks Updates
Download the updates from the Internet manually (Optional)
Let’s dive in and read these methods in detail.
Once the QuickBooks updates are successfully downloaded, QuickBooks automatically installs all important files to the right location on your computer.
Method 1: Automatic QuickBooks Update Method
This method of updating is pretty simple and quick as it automatically finds out the new updates from the server and then downloads them when you’re not using QuickBooks or otherwise surfing the internet. However, you have the choice to either disable the automatic update or keep it running as usual. Steps to enable and disable the automatic QuickBooks update option:
It should be noted that this feature or setting of QuickBooks can be disabled in case you don’t want QuickBooks to update automatically. For the ones who are not aware of how to disable the automatic update, we have jotted down the steps to disable this feature. Let us have a look:
Tap on the “Help menu” and opt for “Update QuickBooks.”
Once the update window has opened, tap on the “Options” tab.
Choose “Yes” to turn on the automatic QuickBooks and “No” to disable it.
Save the changes and choose “Close.”
This process will automatically download any new releases in the future.
Schedule future automatic updates.
If you don’t want to download updates now, then you can schedule them to download later on. The steps involved in this process are as follows:
First of all, visit the Help menu and then opt for the Update QuickBooks option.
And then, move to the Options tab.
Next step is to tap on Yes to turn on Automatic updates.
This procedure of updating QuickBooks is expeditious as it facilitates an immediate and uninterrupted downloading of recent updates. The steps that need to be followed for this quick method are:
Firstly, head for the “Help menu” and tap on the “Update QuickBooks.”
Hit the “Update Now” tab and navigate the updates you want to add.
Hit on “Get updates” to find more new releases.
Tap on the “Maintenance releases” link to show up a new page mentioning all the “Changes and improvements” in the update.
Switch off and switch on the QuickBooks software immediately.
A window asking you to download the updates will appear; click on the Yes tab to confirm the updates.
Restart your computer to enjoy the newly released QuickBooks.
Method 3: Release Download
One viable avenue to update QuickBooks Desktop requires users to go for the downloading and installing of the available updates of QuickBooks manually.
QuickBooks Pro and Premier in multi-user mode
Users can opt for downloading the QuickBooks updates on one PC and afterwards, share the same on other computer systems.
Steps for sharing the latest QuickBooks updates:
Hit on the “Shared file” and head for the “Help” menu.
Go to the “Update QuickBooks.”
Hit on “Options”
To share downloads, choose the “Yes” tab.
Tap on “Save” to complete the process.
Steps to upgrade new QuickBooks desktop company file:
Choose the “Latest versions of QuickBooks.”
Hit on the “File menu” and proceed to ”Open or Restore the company.”
Now, hit on the “Company file” tab and then “Next.”
Finally, tap on the “Data file” to open it.
What should I do if the company file does not open?
In case the company’s file window opens, do as following:
Go through the content in the “Update company file for the new version.”
Check and understand the given updates.
Tap on “Update Now.”
Make up a backup file by following the same instructions.
Move on to the newer version of QuickBooks and hit on “Yes” to “Do you want to continue?”
By now, you must be aware of how to update QuickBooks desktop to the latest release. If you face any sort of difficulty, it is suggested to get in touch with our QuickBooks support team of experts and get all your queries answered. In case you still have queries, get in touch with our team of accounting experts via our helpline i.e., 1-888-368-8874 for technical assistance.
Learn the procedure to enter transactions by batch and delete them in QuickBooks Desktop.
Are you looking forward to making the best use of QuickBooks for batch entries for invoices, checks, deposits, credit card charges, credit memos, etc? Get solutions to all your queries related to how to enter and delete transactions by batch in QuickBooks Desktop, by simply going through this piece of writing. For professional expert assistance, you can directly contact our support team at 1-888-368-8874.
Points to Remember Before We March Forward
Before you start with entering transactions by batch, you are required to consider specific points. Let us together have a look at those points:
The very first thing that you need to remember is to create a backup before performing the steps that we will be discussing later on in this article.
“Copy multiple transactions from one company file to another”, if you wish to export transactions from another company file.
Also, remember that, if you have QB desktop accountant 14.0 and the later versions, then you can merely make batch entries of checks, invoices, credit memos, bills, credit card charges, and bill credit.
Features of Entering and Deleting Transactions by Batch in QuickBooks Desktop
Following are the features and benefits of entering and deleting transactions by batch in QuickBooks Desktop:
1. Batch Enter Transactions Feature
The first step is to choose the order in which you want to display the data of columns and from the multiple data fields.
Then, you need to enter the transactions into a personalized data entry grid.
Lastly, paste more than 1000+ transactions from Excel and save them at one place.
2. Batch Delete Transactions Feature
You are required to hide or show transactions having other linked transactions. In all other storing systems, it is generally unattainable to see whether an invoice has a payment attached to it, which makes this better than others.
We can also filter by date range, based on Last Modified Date OR Entered Date (i.e. the original creation date). This is a new filter that we never had access to in QuickBooks.
A cleared column is also great to ensure that you makes the right decision about whether you can actually want to delete or not.
List of Entering and Delete Transactions by Batch in QuickBooks Desktop
Checks
Payees including Customers, Jobs, Vendors, Employees and other names
Steps to Enter and Delete Transactions by Batch in QuickBooks Desktop
Follow the below-listed steps to enter and delete transactions by batch in QuickBooks Desktop:
Easy Process to Enter Transaction by Batch in QuickBooks Desktop
QuickBooks Online Banking Services can save you the data entry time by enabling you to add multiple transactions at a single point in time. We have jotted down the steps that you need to follow:
QuickBooks users can access the “Batch Enter Transactions” from the banking option on the Accountant menu bar.
Hit on the “transaction type” and later tap onto “Transaction Type” and “Account“.
After that, access the spreadsheet carrying the transaction you want to record in QuickBooks Desktop.
The next step requires you to classify the columns in the spreadsheet to authenticate the arrangement of columns in the batch transaction screen.
Now, hit the “Ctrl + A” keys and right-click on the screen, and hit the “Copy” option from the drop-down dialogue box appearing on the screen.
The final step is to right-click the first date field and tap on “Paste” in the “Batch Enter Transaction” screen.
Note: The name and the account will show red color, if they are presently not listed in the company file. Click the name or account and then select Quick Add or Set Up.
Unleash the steps to add multiple split lines on my transaction
Split transactions basically allow the users to enhance a single or more secondary split line to a transaction, which can be achieved by following the steps listed below:
The very first thing is to pick the transaction that you wish to add split lines.
In the next step, you need to tap on the “Split” button.
Then moving further, you are required to type the essential details for each split on a separate line.
Now, click “OK” to return to the main “Batch Enter Transaction Screen“.
Lastly, repeat this step for each of the transaction with manifold split lines.
Monitor the steps listed below to use the class in QuickBooks Desktop
You can modify your columns to add “Class” by entering batch transaction screen.
In the organization for class to remain allied with an item in a transaction, the item must be selected proceeding to selecting the class.
This also relates to all forms and transaction entries. It should be noted that if a class is chosen earlier to an item, the class will be replaced when the item is chosen.
After that, tap on the “Save transaction” option and again tap on “Yes” on the “Confirm Account” screen.
Step 2: Deleting Transaction by Batch in QuickBooks
Having apprised you of the lucid steps to enter transactions by batch, let us now learn the steps to delete transactions by batch in Quickbooks Desktop. Presently, only QuickBooks Premier Accountant, enterprise solutions 16.0 and QB Enterprise Accountant 2016 and the latest versions, possess the aptitude to delete transactions by batch. In this section, we will be discussing the workarounds that the users can use to accomplish the same task.
QuickBooks Premier Accountant, QB Enterprise Solution 18.0, and QB Enterprise Accountant 2018 and newer.
QuickBooks desktop pro or premier 2018, QuickBooks Enterprise Solution 18.0 and earlier:
Tap on “Ctrl + D” ((Edit > Preferences > General > My Preferences) keys to delete more quickly.
You can also do this from the account register.
Next, visit the Intuit Marketplace for a third-party application that can remove the unwanted transactions at once, in case you are attempting to replace all the transactions.
Follow the Steps Below to Delete the Transaction by Batch
Initially, find out whether the Single-User mode is applied or not. If you found yourself in Multi-User Mode, then your immediate step is to head to the File Menu > Switch to Single User Mode.
After that, visit the Accountant menu and choose the Batch Delete/ Void transactions.
Now, choose the transactions you want to delete or void from the Available Transactions list.
After that, choose Review & Delete (or Review and Void option).
After performing the above steps, on the review batch, delete (or Void) transactions Screen, tap on the option to Backup and Delete (or Back Up & Void). Note that you can also skip backing up.
On the confirmation window, opt for “Yes” and then proceed.
Lastly, once the transactions are deleted or voided, you will get the option to “View Deleted/ Voided Transaction” Report.
Steps to file a batch invoice
You need to head to the Customers tab and opt for Create Batch Invoice.
Ensure the terms, sales tax rate, and dispatch method are up to date for all customers you send batch invoices to by opting for each customer.
Double-tap the customer and open the additional info tab and change the information needed.
Locate the customers you wish by searching or opting for the billing group.
Hit the next tab.
Choose the desired line item and template.
To enter a custom message, hit the next tab.
Review the list of invoices to be created, and choose create invoice.
Print or email as appropriate and hit the close tab.
Otherwise, the users can also opt for the Intuit Marketplace, in order to install a third-party app, which would assist them in deleting the unwanted transactions in a single take. In case you are considering to eliminate all the transactions, all you need to do is click on the “Remove all transactions using condense data utility feature”.
We end this article, with the hope that the contents gave you a better insight into the topic enter and delete the transactions by batch in QuickBooks Desktop and also a clear view of the facts related to it. The above-discussed procedure might help you in entering and deleting the transactions. If by any chance the above given steps don’t work best for you, then feel free to get in touch with the 24X7 QuickBooks Support team, and clear all your clouds of confusion.
Learn 9 east tips and ricks to navigate QuickBooks online more faster to make more profits:
QuickBooks is an accounting and bookkeeping solution that is fast, safe and easy to use. You can take a brief training or teach yourself how to make the most of this innovative accounting software with time and practice. In this blog post, we are going to give you some basic but useful tips on navigating QuickBooks online more faster. Our navigation tips will enable to use most of the features of the QuickBooks software. Most importantly, they will assist you to speed up your work. We are also attempting to ensure that you don’t face any difficulty in understanding the procedures provided in this article.
Some of the useful QuickBooks features that this post inspires to teach you about are creating invoices and receipts, finding company settings and customer details, tracking expenses, etc. So, read on!
This blog post includes steps to teach you how you can navigate in QuickBooks. Just follow the steps provided and navigate the software like a pro.
1. Know the Dashboard
Right after you log in to QuickBooks with your credentials, you will see the dashboard. It shows a quick overview of your business. You can find it in the navigation bar in the first left. It’s simple to use as all you are required to do is to click on the dashboard and read about your business. The dashboard offers crucial information that a must to know for every user.
2. Make Use of the Search Bar
Use the search tab (the magnifying glass on the top right) to find checks and invoices that you have created in the past. Type in unique credentials such as the check date, transaction number or amount to search them.
3. Learn About the Profit & Loss
You can also learn about profit and loss made by your business in the QuickBooks dashboard. Also, you can find bank account details, check balance, get the summary of sales, read customer’s overdue reports, and more.
In order to add sales or invoices, you can follow the below steps:
Tap on the Invoices tab and then head to the blue New Invoice button.
Type in the client details and Save them. The same customer details will show up in a drop-down menu. Later, when you will have to create invoices, the customer details will be auto-filled.
Enter price, quantity, and other product details. You will also have to select the tax percentage, required to be included or excluded.
Choose the Invoice option as per your convenience.
You may also include special conditions like delivery payment in the Terms Box.
Hit on Save after the invoice is complete or save it in the draft if it’s incomplete.
5. Add With the Plus Menu
Use the Plus sign to quickly add new items. This feature will enable you to create customers, add transactions, Vendors, Sales receipts or Invoices, etc.
6. Get Familiar With the Left Navigation Bar
You will find many useful sections in the navigation bar. Here, you can view invoicing reports of your customers as well as your business products, sales reports, and other varied reports that you may like to review.
The Gear Menu icon holds some seriously useful features. It offers information about your company profile and settings. In the top right corner, you can find the Gear icon is located at the top right. It’s used to manage, find details and make changes and corrections in the chart of account.
8. Read Reports
You can find the Reports on the left side of the screen, below the invoices. You can open it from here and also access the QuickBooks reports.
9. Use Advanced Accounting Tools
The Advanced Accounting Tools is used for budgeting, reconcile, Audit logs, importing data, and other crucial tasks.
Now, go ahead and test yourself and make more profits. See how much you have learned from this article.
In case you need personalized assistance you can dial our toll-free QuickBooks support number and speak to our certified experts. We will be happy to assist you. Our professionals have been serving clients across the globe and are well versed with all the technical complexities involved in troubleshooting the error codes. All you need to do is get in contact with our experts via phone call and let our experts handle the issue.
Learn the Difference between QuickBooks Desktop versions, Pro, Premier, and Enterprise
Are you confused about whether to go for QuickBooks Pro, premier, or enterprise? Here is a complete comparison of all the three versions of the software that will definitely make decision-making easier for you. This is a complete guide that will not only brief you on each of the versions individually but will brief you on the features that you will be able to access in each of the versions of QuickBooks. So, make sure to read it carefully. In case you are new to QuickBooks, professional help will definitely make things much easier for you. Connect with our tech personnel using our support line.
Insight Into QuickBooks Desktop Versions: Pro, Premier, and Enterprise
Before you explore the features that you will be able to access in each of the versions, it would be sensible enough to first get a brief of what these versions are:
QuickBooks Pro: This is the official edition of the QuickBooks desktop used mainly by small and medium-sized businesses. This one is definitely good for the ones who do not use advanced inventory features and are not much complicated to manage.
QuickBooks Premier: This version is used for industry-specific businesses and offers features that fit a particular niche. It is an on-premise accounting solution and will definitely work well in printing checks, invoicing, tracking expenses, and also paying bills.
QuickBooks Enterprise: This is vast and is recommended for large-scale and complex businesses. It works in handling complex business tasks, like complicated inventory and bars technology. It offers the option to exceed 30 users making it suitable for large-scale businesses, as well the medium-sized businesses.
Compare the Advanced Features of QuickBooks Desktop Enterprise with Other QuickBooks Products
Features & Insights
Enterprise
Premier
Pro
Number of simultaneous users
Up to 30
Up to 5
Up to 5
Data file size
1 GB or more
150-200 MB max
150-200 MB max
Create & e-mail quotes
YES
YES
YES
Create & e-mail sales orders
YES
YES
NO
E-mail invoices
YES
YES
YES
Create & e-mail purchase orders
YES
YES
YES
Optimized for larger data files and network usage
YES
NO
NO
Print checks, pay bills, and manage expenses
YES
YES
YES
Track sales and customer payments
YES
YES
YES
Track credit cards
YES
YES
YES
To Track sales tax
YES
YES
YES
Manage payroll, payroll taxes, and direct deposits
YES
YES
YES
Set reminders and make to-do lists
YES
YES
YES
One-click business reports
150+ industry-specific
150+ industry-specific
100+
Import data from previous versions of QuickBooks
YES
YES
YES
Import data from Excel
YES
YES
YES
Import data from Quicken
YES
YES
YES
Import data from Peachtree
YES
YES
YES
Download bank and credit card transactions
YES
YES
YES
Multiple currency capabilities
YES
YES
YES
Create a business plan
YES
YES
NO
Create a budget
YES
YES
YES
Forecast sales and expenses
YES
YES
NO
Customize invoices as well as other forms
YES
YES
YES
Create industry-specific reports
YES
YES
NO
Track inventory set reorder points
YES
YES
YES
Generate inventory assemblies and bills of items
YES
YES
NO
Track inventory in multi warehouses, serial and/or lot no. tracking, barcoding
YES
NO
NO
Free up to 10GB secure online data backup plan
YES
NO
NO
Keep your office and field service techs in sync and accept mobile payments
YES
NO
NO
QuickBooks Desktop features differ with the different versions of the software. Normally, QuickBooks Pro is more like individual-oriented accounting software, QuickBooks Enterprise caters to SMBs and accounting firms, while QB Premier serves those companies that fall in the middle range.
Even after choosing the QuickBooks version that’s appropriate for your business, there are some particular business-related tasks that need to be completed. You should find suitable add-ons for the accounting requirements to get such tasks done. You can also host QuickBooks on the cloud to optimize your process with an assortment of features, for example, automated backups, device independence, anytime anywhere access, and more.
Also, you can make the most of QuickBooks Pro, Premier and Enterprise with brief training. In case you have any queries or you need assistance with any QuickBooks-related issue, you can call our 24×7 QuickBooks Enterprise Support line and speak to our certified experts.
+1-888-368-8874