If it is yes, then you will save a lot of time on invoicing by using its Batch Invoicing feature. Basically, there are just three basic steps involved in the Batch Invoicing:
- Creating a billing group involves naming the group, assigning customers and/or jobs.
- Selecting the line items & rates for the batch invoices.
- Reviewing the list of invoices to be prepared.
To use Batch Invoicing successfully, you need to make sure that each customer/job has important information in their records, such as Send Method, Terms, and Tax Status. To change these type of items after processing a batch of invoices is quite a daunting task to do.
Using Batch Invoicing
For using Batch Invoicing, you need to open the sample data file. You can use these instructions if you are creating Batch Invoicing with your own data:
Step 1 –
In the menu bar select Customers > Create Batch Invoices.
If a warning message appears – Is Your Customer Information entered correctly? Then read that provided information. Your success with using Batch Invoicing depends on how well you set up your customer records. That message refers to the following fields that needs to be defined for each customer before creating invoices by using Batch Invoicing feature:-
- Customer & Job preferred send method
● Customer payment terms
● Customer sales tax rates
Step 2 –
Click on OK to dismiss the message for this practice.
Step 3 –
Then, a Batch Invoice dialog box will display. Click on the Billing Group drop-down menu at top right and then select Add New.
Step 4 –
In the Group Name field, type Monthly and then click on Save. If you are creating a Billing Group in your own data, then give a name that is meaningful to your business and then click on Save.
Step 5 –
In the Search Results box, that displays all active jobs, choose few jobs of your choice.
Step 6 –
When you’re creating a Billing Group, then select the Customers or Customer/Jobs you want to issue a recurring invoice for.
Step 7 –
Now, click on Save Group. You can also modify the list of customers or jobs included anytime by going back.
Step 8 –
Click on Next. Then, Step 2 of 3 will appear. Now, leave the ‘Rock Castle’ invoice template selected. Select the invoice template you want to use if you are working with your own data.
Step 9 –
In the Item column, click on Installation.
Step 10 –
Then, in the Quantity column, type 5.
Step 11 –
Leave the Unit of Measure (U/M) field blank.
Step 12 –
QuickBooks will calculate the Amount field and then assigns the Tax status recorded with the item record.
Step 13 –
You can also select or add a new Customer Message.
Step 14 –
Click on Next and then unclick any customers or jobs that you don’t want to invoice at this time.
Step 15 –
Select Create Invoices when you are ready. If any field is displayed blank or show incorrect information, click on Cancel. Now, update the corresponding customer records and return to the Batch Invoicing menu to complete the steps.
Step 16 –
Once you click Create Invoices, then the Batch Summary dialog box will appear. There you can print or email the newly created invoices. If the Preferred Send method was not indicated in the Customer/Job record, then the invoice will be included in the unmarked total.
Hopefully, this blog post helps you easily and swiftly manage multiple invoices for your business utilizing the batch invoicing feature in QuickBooks.
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When the reconciled transactions that were added, changed, or deleted, then the last reconcile will affect your opening balance. There are various reports available in QuickBooks Desktop that will help you in identifying discrepancies & fix transactions.
Reconciliation Discrepancy Report –
The report shows that the transactions are sorted by statement date that were changed since the last reconciliation.
Step 1 –
In Reports menu, click Banking > Reconciliation Discrepancy.
Step 2 –
Select the appropriate account then click OK.
Step 3 –
Then, review the report to identify any discrepancies.
Missing Checks Report –
This report will help you verify missing transactions.
Step 1 –
In the Reports menu, select Banking and click Missing Checks.
Step 2 –
Select the appropriate account then click OK.
Step 3 –
Review the report for the transactions that don’t match your bank statement.
Transaction Detail Report –
This report will help you verifying the transactions that were changed or modified.
Step 1 –
In the Reports menu, select Custom Reports and click Transaction Detail.
Step 2 – Under the Display tab select the following:-
- Date From – The earliest QuickBooks date (or leave blank)
- Date To – The date of last reconciled statement
Step 3 – Under the Filters tab select the following:-
- Account – The account being reconciled
- Entered or Last Modified
- Date From – Date of the last reconcile
- Date To – Today
Step 4 –
Click on OK to run the report.
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If you are unable to still understand this article and you can’t fix issue. You need any information about this issue Call our QuickBooks Helpline Contact Detail Dial @ +1800-865-4183 get full support.
Here are the lists of common file extensions you may confront as you use QuickBooks Desktop. QuickBooks for Windows QuickBooks Working Files File Ext. File type Description *.QBW QuickBooks Company file QBW format is associated with the Intuit QuickBooks software. It use QBW files to store the financial data, letters, logos, templates, and images for … Read More
QuickBooks 2015 and later allows you to create and share the commented reports with your users. You can follow the following steps to add comments, concerns and the annotations. How to add comments to reports 1 – Open the report and click on the Comment on Report button. 2 – In the Comment on Report window:- Step … Read More
To report the payroll expenses accurately on your income tax forms, you need to set up a separate payroll subaccount for each type of expense that you report. Step 1 – Go to the Lists menu and then click on the Chart of Accounts. Step 2 – Click Account at the bottom of the list and click on the New button. … Read More
In QuickBooks, you may have deposited a customer’s check, then recorded a separate Payment. This will overstate your income because your income is recorded by both Invoice and the Deposit. If the Deposit was in a previous accounting period and cannot be changed, then you can remove the Payment from the Payments to Deposit window. … Read More
The following table describes about the file extensions that QuickBooks uses for backing up the files (creates, imports, or exports). Extension File type Description .IIF Intuit Interchange Format file You can import and export the lists and/or transactions by using the text files with an .IIF extension. .ND QuickBooks Network Data File A configuration file … Read More
Step 1 – Enter a reversing journal entry In the Company menu, click on Make General Journal Entries.. Make sure the Date & Entry No. are correct. Debit the checking account for the amount of the NSF check. Credit the A/P account for the amount of the NSF check. Enter the Vendor name. (Optional) You can enter memos … Read More
QuickBooks allows you to create more than one salary payroll item so you can track officers’ salaries separately from other salaries. By using separate salary items, you can generate reports showing a breakdown of these payroll items and expenses. Step 1 – First, you have to display the Payroll Item List. Step 2 – Now, click on the … Read More
You may have purchased the QuickBooks Desktop Payroll in a box or bought the payroll service from a retail store. In case you are a new user of the service, you need to follow the instructions mentioned in this tutorial to activate the payroll service in QuickBooks Desktop. Step by Step process to activate a … Read More
1.What to do when the user cannot avoid creating a late paycheck? The following things must not be done: You must not give your employee a paper check with an earlier date than the date on the payroll you have transmitted to Intuit. You must not issue a check outside the payroll module. If you … Read More
The Customers who are using QuickBooks Desktop Assisted Payroll or Direct Deposit services are supposed to submit payroll 5:00 P.M. Pacific Time at least 2 banking days before the paycheck date. A banking day refers to a banking business day (Monday through Friday) that does not include a Federal Reserve Bank holiday, or a state … Read More
In QuickBooks, if you want to change your account from vendor to an employee, you have to fix
employee set up to an employee. QuickBooks offers assistance for altering an “Other Names”
category to a vendor, customer or employee. If you are already in the employee record which
you are about to change it, employees to vendor, then firstly delete the original the original employee record.
If the employee has transactions connected with the record, you should then change to inactive. Then, you can create a new vendor using the information from the employee record. In QuickBooks, use the name types to organize the people and businesses connected to the financial account of the business. Using the prerecorded functions, like employee and vendor, offers companies owners with reach to an automated processes, like payroll and payment
transactions with the QuickBooks system. If you have QuickBooks set up to use these roles, you may find at times that you need to change the name type linked with an organization.
Resolution for changing the Employees to vendors in QuickBooks
Solution I: Modify the name type, if two options are available
- Delete the existing name and generate again. This is helpful if no transactions available in
. Go to the location where the name currently exists
. Right-click the desired name and choose Delete.
- Mark the name inactive and generate again within appropriate name type. Use this
technique if there are separate transactions with the same name.
- Go to the file location
- Right-click the name, and choose inactively
- To Choose QuickBooks Enterprise or Not? for Small Businesses
Solution II: Follow the steps to create the Vendor Record
- Press “Employees” menu and choose “Employees Centre”
- Under Vendor, right-click the Employee tab and choose “Delete”/ Put it to Inactive
- Press “Vendors” in the menu and then “Vendor Centre” or you can either, click the “Vendor” icon
- Press “new Vendor”
- In the vendor name box, mention the required details like name, currency, and balance
field from the earlier employee record.
- Press the “Address Info” and choose “Additional Info”. Mention all the required
information as per the need and consisting of optional default expense account and then
press “OK”. Close the new vendor tab after the information is saved
- Common Sales Tax Issues with QuickBooks
Solution III: Change Employee Transaction
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- Press “Employees”> then choose “Employee Centre”> Choose “Employees”> and then Select the original Employee file to see all the transactions correlated with the said account.
- Double-click in each and every transaction that you desire to convert it to the vendor
- Modify to new vendor name from employee name ‘> click “Click'”> Complete the entire
procedure > Click okay. If you change all the employees transactions to Vendor as
required, you can remove the employees if you want.
Additional support from AskforAccounting.com for your QuickBooks product
Hope the above article proved useful to you but in case you still want to know more you can connect with our 24/7 experienced QuickBooks Staff for Support. We are a handful of customer service agent who provides the best services for your QuickBooks product at a very limited time.
To connect with our technical personals you can try various means of communication channel like, you can directly call at our helpline number +1800-865-4183 which is available for you 24×7 either you can drop a mail at our official mail ID “firstname.lastname@example.org” also you can connect
via “Chat Help for QuickBooks“.
Uploading paycheck information to ViewMyPaycheck
Once you have signed up ViewMyPaycheck for your organization, you have a couple of options:
- Each time you run QuickBooks Enterprise online payroll and send your payroll paychecks to Intuit, your payroll information is uploaded to VMP. You can move to Employees > Send Payroll Data. When the Send/Receive Data window opens select Send All. Input your payroll PIN and complete the send process.
- You can also upload prior (It is also known as historical) paycheck information.
Functions in ViewMyPaycheck
Employees can see the latest and any prior pay stub that their employer uploads to ViewMyPaycheck. Here’s an example of what employees can see:
- ViewMyPaycheck itemizes the recent and year-to-date earnings and deductions so you always know how your paycheck was calculated and where your money has been transferred.
- If you requires a printed copy of your pay stub. Then, that’s not a problem. Select Save as PDF to save a PDF copy of it on your computer and then get it printed for your records.
- In case you want to be notified at any time a new pay stub is uploaded to ViewMyPaycheck, then go to Preferences and select the Send me an email when new pay stubs are available checkbox.
Signing Up & Signing In
Checklist before signing in:
- You need to check with your employer to view if ViewMyPaycheck is available for your organization or not.
- Ensure that you have your Social Security number (SSN) in hand and the net amount of your last paycheck issued by the organization. The net amount is the take-home pay. You will require this information to verify who you are and match you with the correct company and paycheck information.
Step by Step process to sign up:
Go to ViewMyPaycheck (https://paychecks.intuit.com/).
Click Sign Up.
Login for an Intuit account. An Intuit account permits you to access multiple sites and products with a single user ID and password.
You will be asked to provide an email address, a password, and a security question and answer, in case you are asked to recover your password.
Input your SSN and the net pay amount from your last paycheck issued by the organization and then select all done!
Follow the onscreen instructions.
Login to an Intuit account. An Intuit account permits you to access multiple sites and products with one user ID and password.
Step by Step process to add another company:
Log in to ViewMyPaycheck (https://paychecks.intuit.com/).
Click the drop-down arrow in the upper-right corner of the View Paycheck window and choose View my paychecks from another company.
Input your SSN and the net pay amount from your last paycheck get issued by the company.
Follow the instructions given onscreen to add the company to ViewMyPaycheck.
Once you have added the company, then you can sign in to ViewMyPaycheck with the login credentials and then uses the drop-down in the upper-right corner of the ViewMyPaycheck window to switch between the companies.
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- Apple Safari
If you want to need Intuit support , get in touch with us at Intuit Technical Helpline Centre Call us on 1800-865-4183 toll-free and go for solution.
QuickBooks is one of the highest used accounting software for storing all data in a convenient, easier and faster way for both middle and small business. If your company has a large number of employees and you want to operate to QuickBooks at the same time, you can simply install multiple computers for the multiple users. It is designed in such a way to keep track of all business data and manages company finances accurately with required details.This feature has been made for such people who use one desktop along with one portable computer but it can also be QuickBooks used on two desktops with the same license. Especially, It is useful for freelance bookkeepers or accountants because it allows for portability and an additional source of file backup.
“How Many Computers Can QuickBooks Be Installed On?”
Terms and condition for single or multiple computers in QuickBooks
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Single User computer
Your software allows you to work on two computers if you bought a single-user license for
QuickBooks accounts. This allows you to work at the office in one system and at home on
another system. The only terms attached to it is that you can run both the system
separately, which means only one at the time.
Basically, the right to install multi-user simultaneously provided a license to five system for
around five users. You can also install QuickBooks for the sixth computer which is solely
used as a data host and multi-user server.
You have to purchase an additional license to if more user wants to access QuickBooks
simultaneously. By buying additional licenses the user or system can be increased up to 30.
This installation allows you to grow in the middle company and achieve a different level of
success in the competitive market. But these facilities are provided only in some selected
editions like January 2013, QuickBooks Pro, QuickBooks Enterprise Solutions, and the
Accountant Edition of QuickBooks Enterprise
Additional Consideration if required:
Sometimes, you might exceed the uses permitted by the license you bought. In such
circumstances, it might get an error text like more users not allowed or more users are
trying to operate the company data. This issue can also appear if you have not updated the
upgraded version or levels of license. To keep the number of users fixed and accurately, the
only way out to solve the issue is to press “F2”, which will showcase the real-time product
information and total user and the total license is shown in the screen. If you need to add
more users, go to “Help” menu, select “Manage My License” and choose “Buy Additional
With the above information, we hope that you cleared about How Many Computers Can
QuickBooks Install and by now you have no doubt regarding this query. But In case, you still
have doubt and want to know more about the product or any other issue you have to relax
and seek help from our technical team. They are skilled enough to understand any issue or
clear your doubt.
Contact at our helpline number ( 1800-865-4183 ) which is available 24×7 or simply drop a mail at our official
mail ID (email@example.com ) and if this doesn’t serve your purpose then Connect with Online Chat.
Many time the user face the issue of Reconciliation Discrepancy on their system while working with QuickBooks accounting software. In this blog we are going to discuss on how to fix reconciliation discrepancy in QuickBooks. This issue is created by alternation to a transaction that has been clear in past account reconciliations.
To find and recognize such alteration can be frustrating and time-consuming. There could be multiple reasons behind this Discrepancy.
- Arrangement of Reconciliation
- Transactional past Reconciliation has been added, alteration or deleted.
Fix reconciliation discrepancy with ease.
In below points, we are describing some easy and useful resolutions to fix QuickBooks Reconciliation Discrepancy. QuickBooks software offers them many reports which assist to recognized reconciliation discrepancies and fix transactions.
Reports of Reconciliation Discrepancy
- Report on Missing Checks
- Report of Transaction Detail
It fully depends on the cause. They can follow these steps to resolve the steps to fix bank reconciliation discrepancies in QuickBooks
Modified or missing transactions
Report of Transaction were added or deleted or an alteration after their last reconcile will impact the starting balance. Multiple reports appropriate QuickBooks Desktop that will assist them identifies the crass and resolves the transactions
- First of all, from the report choose Banking then click Reconciliation Discrepancy, from the Reports menu.
- Select the banking and tick on Reconciliation Discrepancy from the reports menu options.
- Choose the suitable account and tick on Ok.
- Reports need to analysis to check discrepancies
- Reports of Missing Checks: It assists to search absent transactions.
- Report of Transaction Detail: It also assists to locate a transaction that was modified or changed.
- Choose the customer reports and select Transaction Detail, from the menu option.
Go into the display tab, choose the following:
a.) Date To.
b.) Date From.
Under the Filters tab, select the following:
a.) Date To.
b.) Date From c.) Last Modified /Entered.
Arrangement of reconciliation
- Go into Company menu and Tick on Chart of Accounts.
- Select and double-tick on the Reconciliation Discrepancy account.
- If they are not able to identify the transaction in the register that wants to be rectified, they will require untying the past reconciliation just previous to the opening balance is rectified.
- After the opening balance rectified, they can carry on with reconciling to the latest month ensure the opening balance is rectified for every month. They require assisting in rectifying the opening balance. Reconcile window creation balance is incorrect or zero.
If the user faces the same Error on their system, they can directly call us, in such case; they will get help from their professionals or from QuickBooks Technical Support Team. Their Team comprises all efficient and highly skilled personnel who very professional listen to all the concerns and thus offer an effective resolution so that they won’t face the same error again. To get in connect with us, get associated with us via QuickBooks Live Chat Support or via or QuickBooks Toll-Free Number.
QuickBooks is an accounting software that has benefitted many small and medium sized business owners to do their finances and keep their accounts up to date. However, like any other software, QuickBooks too has some issues at times. One such issue is QuickBooks Pos Invalid Product Number. It means the POS software refuses to open and shows a warning 176109 Invalid Product Number. This article will give you steps on how to rectify the issue. In case it still shows the same error it is advised that the user should contact the QuickBooks technical Helpdesk to resolve the issue.
This error occurs when a user is trying to open or register Point of Sale and it can be caused due to:
- Existence of damaged files in the Point of Sale folder
- Installation of an incorrect product code that has been used for Point of Sale
- Mistake in logging into windows not as an administrator
- Create A Batch Invoice in QuickBooks
Steps to fix QuickBooks Pos Invalid Product Number:
For Windows 7 and Vista, Version 9 and 10
- The user should uninstall the Point of Sale
- Go to the Windows’ Start button, do a right click and open Windows Explorer.
- Click on Organize, from there choose the Folder and Search Options
- Then, click on the View tab and from there choose Show hidden files and folders and uncheck the box for Hide protected system operating files.
- A warning will appear, click Yes on that and then OK.
- Locate the C:\Program Data\Intuit\entitlement Client\v6.0\. For navigation click on the arrow sign that is assigned beside each folder.
- On the folder click right and choose Delete. Click on the option Yes and repeat the same process for all the files in folder of v6.0.
- Next download the file again
If the error occurs again, then on the Point of Sale run a repair installation that would verify the Product Number and License Number. This will give the user a chance to correct the Product and License Number if it has been entered wrong.
Next Open the Point of Sale and when prompted register.
Version 8 and older
- If the Point of Sale is running then close it.
- Download the 176125 repair tool and make sure as a user you are logged in as the administrator
- Save the file to the desktop
- On the desktop double click on POS176125.exe and select the Point of Sale version on the screen
- Start to register the Point of Sale when prompted.
In case the message of installing of Microsoft.NET framework is displayed for running the utility, the user can go to .NET framework to download and install it.
Like Windows 7 or Vista, similar steps are required to be followed but for locating the C:\Program Data\Intuit\entitlement Client\v6.0\. For navigation click on the (+) plus sign that is beside each folder.
Connect for help to fix QuickBooks POS errors:
If these steps do not help in resolving the issue of QuickBooks Pos Invalid Product Number, do contact our QuickBooks POS Support by Intuit to troubleshoot the issue. Call on 1800-865-4183.
All the records in the business are of fluidity nature. There can be various changes in the invoices and records that needs to be properly checked and maintained. There may also be various unplanned situations like shipments from vendors might not work, checks by customers might the bounced or payments through credit card might not work. Fortunately, intuit has solution that allows user to void/delete transactions to make your QuickBooks error-free every time.
QuickBooks Accounting Software is a very well and technically advanced software but may face issue/errors due to third-party software/application intervention. We suggest you get in touch with us via our all-time available connectivity channels.
To undo in QuickBooks, you are to go through the set of instruction that we are providing below. If you are using QuickBooks Desktop Version, all past reconciliation can be undo in just one step. If it is QuickBooks Online Bank Reconciliation, you need to un-reconcile separately from the register.
If bank statement doesn’t match with QuickBooks balance sheet in terms of following time of position or time. To fix the error that has occurred onto your system, we suggest you un-reconcile your QuickBooks before fixing issue.
Steps to undo in QuickBooks:
- At first, in the left menu, select Banking.
- After that, on the top, click on Banking.
- Now, from the top, click on the account.
- Now, in the action column, click on Go to Register/Account History.
- After that, identify the transaction that you want to reconcile. Start reconciliation process – one at a time.
- Now, see R tab on the top of the transaction line, the line is exactly between Deposit and Amount or it is between Payment or Charge amount.
- After that, to get the permission to change the transaction status, click on the desired field = click on C – Cleared to reconcile.
- Now, select Save.
- How to Create and Edit Sales Reps in QuickBooks?
- After that, you will see the popup.
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Our Website is available with all the information and solution measures that you may need to restore your software to its original state. For more information on how to Undo Transaction in QuickBooks, connect with our technical support team via QuickBooks Chat Support, send us email on our official e-mail address or you can call us on our all-time available Technical Support Toll-Free Number. Our QuickBooks proadvisor Support will respond to your connectivity mode with all handy solution methods and information. We use remote access method access to provide you all assistance related to QuickBooks.
If you sell QuickBooks products to businesses or public, you need to keep check on the receipts of the transaction. You also need to have record of the receipts or items from the vendors you do purchase of the items. With the help of QuickBooks, you can now enter sales invoices and item receipts to make them handy for tax payers and specifically to answer customer queries. If there occur any error in the invoices and receipts that you enter in QuickBooks, it is comparatively simple to solve.
How to Edit Item Receipts in QuickBooks?
- Open your QuickBooks software and then select “Vendors,” and then select “Receive Items.”
- Now, go to the Item Receipts window, select “Find.”
- Now, in the text box, type the detail as mentioned which includes products purchased and vendors name and then select “Find.”
- Now, in the search results listedit the item receipt you want to edit, now, select “Go To.” If there is one matching result found in the QuickBooks, go for search information, and open the item receipt.
- Now, make sure that you do the desired changes. Select “OK.”
How to Edit Sales Receipts?
- Now, open QuickBooks and then open the receipt you want to edit. All the receipts can be found in customer register or accounts receipts. If the funds are directly deposited to your account, check the account that is associated with the accounts register and sales receipts.
- To change the transaction, double-click on it.
- To make the desired changed in invoices and receipts. Select “Save.”
What Assistance Do We Provide?
We are in very comfortable position to provide you all assistance related to QuickBooks, QuickBooks Tools and Features, errors that your software faces and their resolution methods. We provide you complete assistance on all the topics related to QuickBooks Desktop and its editions. Our high-end services to our customers is our priority but it comes after complete research and development, intense training sessions and enhancing proper technical skills. These training sessions don’t let employees face trouble while getting assistance from us. To know more about assistance channels, visit our website for QuickBooks POS Support to check-out all the details of QuickBooks errors and resolution methods. Else, you can contact us through any of the connectivity channels that we have made available for the convenience of our customers. You can have Live Chat Support Service with our Technical Support Team at any point of time. Call us on our all-time available Toll-Free Number at 1800-865-4183 or send us email on our official e-mail address firstname.lastname@example.org and we will get back to you in time as less as possible.