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QuickBooks is an accounting software package geared mainly toward small and medium-sized businesses and offers on-premises accounting applications as well as cloud based versions that accept business payments, manage and pay bills, and payroll functions. QuickBooks includes remote access capabilities, remote payroll assistance and outsourcing, electronic payment functions, online banking and reconciliation, mapping features through integration, improved e-mail functionality, import from Excel spreadsheets, employee time tracking options, pre-authorization of electronic funds and new Help functions.

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I am trying to send invoices from quickbooks through 'other' email exchange 2010 server.
When I send the message, it keeps prompting for password.

The Exchange 2010 server is configured to accept email relay (receive connector configured) with simple authentication.
Outlook anywhere connects with my UPN credentials, and I am able to login through OWA.
When I test the 'auth login' via telnet session, I get 'authentication unsuccessful'
Hi Everyone,
I have a client with a Windows 7 64bit PC.  They are using QuickBooks 2017.  When they email an estimate or invoice (using their Gmail account) it gets stopped by Avast Internet Security.  I have tried turning the AIS Firewall but estimates & invoices are still not allowed to be sent.

What exceptions in AIS do I need to add to permit estimates and invoices to be sent?
My customer tells me that sometime after noon today,  one of their developers was working with the finance dept to re-establish a connection between QuickBooks and Fishbowl, and he inadvertently uploaded QuickBooks data into Fishbowl -- which is an application that sits on top of a MySQL database.  They are asking my help to remove/rollback those changes.

For the most part, the changes seem to be just more data -- ie., there are 1579 vendors when there should be 114, or there are 435 customers when there should be 395.
The active data in Fishbowl reflects the MySQL database after the mistaken upload, and they have a directory on the C drive with the restored database and files from 12 noon today.

I've asked if we cannot just restore the database from noon, and they've said no, because far too many data changes occurred after this happened, that they don't want to have to recreate.

I believe we could compare the current tables to the backupset, and collect and/or change the necessary data, but I need some assistance accessing the backup set.  Are there any MySQL Experts available?
i have a Client that has a 3-user quickbooks license and has hired two more people,

They have purchased an additional 3-Users Pack and installed on the Two New Computers.

Problem is when the two users try to login to the Quickbooks File where the other Three are working

It will not let them in????

How can I get this to work?

I am able to import a bill successfully, the issue I am having is the RefNo which is the invoice number does not show up. I used different variations for the heading such as TRNSrefno, RefNo, RefNu so far its still showing blank. another issue is that the vendor address doesnt show up, its not a new vendor. Do I have to have the address in the iif file?
I have a client needing to upgrade their very old server and I could use some advice on a direction, very simple requirements and trying not to overthink it.

Right now there is a dying Microsoft 2003 PC server sitting in an office with only one person accessing it locally.  It's a management company for 5 restaurants with 20+ restaurant employees/managers logging in via Remote Desktop to input data onto a couple of Excel spreadsheets.  The only other application being accessed by users daily by 3-4 remote managers and the owner is Quickbooks.  They all login with their own desktop and security over RDP.

The easy solution is to use a cloud service for spreadsheets and quickbooks online, but the owner is old school and insists on having a physical server like the one he has in his physical office, does not want to pay any recurring fees or have any cloud based data, and is willing to pay for the local installation, hardware, and maintenance, which I'm perfectly happy to provide.

I'm not familiar with Windows Server 2016 but I'm sure I could figure it out something this basic with a Dell PowerEdge for small business or something similar, but is this the best option for their requirements in 2017?  

Any suggestions on how to best fulfill these requirements with a modern replacement to their 15 year old setup would be appreciated!

QuickBooks 2013 sending emails from an exchange account rather than the IMAP account that is both set as the default in Outlook 2013 and as the email account to use from QuickBooks.  This happens regardless of settings changes made and restarts.
We have a problem where Quickbooks users have to export reports to Excel.   When the user's were using Excel 2010, there was no problem exporting.  For example, when they used Excel 2010 one particular report took only about 1 minute to export to Excel 2010.  After "upgrading" to Office 2013 and then to 2016 (to try to fix problem), the same report may take about 10 minutes to export to Excel.   I've followed various forums and even a solution on Experts Exchange, but, none of them have any resolution that's worked for us.  

After trying various thing from QB's website and the usual  tasks like: Windows updates, defrag, QB database rebuild, and chkdsk, I uninstalled 2016 on one system and reinstalled Office 2010 and this fixed the issue.  Even after installing 2016 alongside 2010 and making Excel 2010 the default spreadsheet application, everything is working great like it used to.   However, we have 3 new users and we're faced with either purchasing standalone Office 2010's for them or trudging along using our Office 2016.

It seems like a lot of people online have had the same problem but don't see many solutions to this issue.  Has any found a vaild solution to this?
Customer has multi-user Canadian QB Desktop Enterprise V16 and will be adding US QB Desktop Enterprise V17 for another company file.

Both need to support the same concurrent 3 remote users.

Question:  Can I create ONE Win 2016 (or 2012) Remote Desktop Server to service ALL COMPANY files (from a QB Server Manager perspective) AND multiple remote and concurrent RDS client sessions all on the same Terminal (RDS) server ?

If so, what limitations do you foresee ??

Thanks in advance
I have a customer that needs to use Quickbooks Enterprise for two different companues - one US and one Canadian.  This implies they need to use the two different Enterprise products - USA DESKTOP Enterprise for the US company and CDN DESKTOP Enterprise for the Canadian Company.

Question 1: Does anyone see a reason why the database for both companies can't be on the same server ?

Question 2: Does anyone see a reason why the client (Win 7 or Win 10) could not have both versions of clients loaded on the same PC ?

Thanks in advance,
I use QuickBooks for my business. I have a report in QB for my P&L that I can download into excel. In one column (Col A) I have the individual line items. These line items have a QB reference number (eg 4201) followed by a user field describing the line item. Col B is the value associated with the line item.
             Col A                         Col B
Row 1  4200 Food                0
Row 2  4201 Credit card     $10,000
Row 3  4202 Cash sales      $20,000
Row 4  Total 4200 Food      =B2+B3

Cell B4 has a formula in it.

I want to construct a spreadsheet where in the column A I can put the QB ref and in column B I can "lookup" the value associated with that line item eg:
             Col A       Col B
Row 1  4200       0
Row 2  4201      $10,000
Row 3  4202      $20,000

Where in B1 I pickup any number under "4200" but not the "Total 4200 ..." cell.

What formula do I need to put in Col B to extract the "correct" values pls?

Now imagine columns B, C, D, E ... all have different numbers in them corresponding to different dates. So in Col B I need a formula for line item "4200" that is NOT "4200 Total" and corresponds to the correct month.
Two problems have cropped up on every workstation that I've installed the tax1099.com QB plugin.  Every workstation is either running Premier or Enterprise, both are running the 2016 version.  

1) Ability to access mapped drives vanishes.  Rebooting the computer sometimes once or twice seems to fix this problem, but after a couple of days, QB will stop seeing the mapped drives.  Uninstall the plugin, and the problem vanishes for good.  Re-install the plugin, the problem comes back right away.   If I'm working in an office with 5 computers, one or two may lose the ability to connect to the mapped drive while the rest are OK.  You can ALWAYS access the mapped drive via run, CLI, and My Computer.  The next day, it might be another computer that loses access.  It seems random when the problem crops up.  

2) The next problem is that eventually, QB will stop running.  Event Viewer will show a 1000 error.  Running the QB repair tool works sometimes, uninstalling the plugin never helps, but occasionally I have to do a complete un/reinstall of the QB software, which includes reinstalling the Tax1099.com plugin, which brings back the problem I addressed in number one.
I have a customer that has dropped to 3 users from 10 users. They have fairly new Windows  7 PC's. They want to decommission their 2003 server and go to a simple workgroup.   The customer only does Quickbooks locally.

What is the best approach to this. Un-Join them from the domain and join workgroup? Could I lose data this way? Their My Docs is not redirected.
Hello all,
I have a client that install QB Pro 2016 on a Windows 10 tablet.  Everything works and looks great inside of all Quickbooks windows except for the top toolbar is extremely small and narrow.  I have no idea how to fix it.
Kelly W.
Is there a table that shows if I can upgrade from QB2004 to QB2017
I'm trying to assist a client in exporting transactions (quotes, for example) from one QB file to another.  I realize that this is not supported in QB normally and that there are third-party applications to do it, but that's not what I'm looking for.

A few years back I found an undocumented method provided (not sure if it was on EE or elsewhere) by someone who claimed to have worked at Intuit that did the trick.  You had to type some very odd sequence of keys and eventually an additional menu items came up on the Export and Import menus that allowed just about anything to be exported or imported.  I believe that once you had enabled these new options, you didn't have to use the "magic key sequence" again.

I do recall that I tested it on some dummy files and it worked quite well.  Unfortunately, I seem to have lost track of the method.

Is anyone aware of this and can provide the details?
Please provide me with the URL address to download QuickBooks Pro 2013.
I need someone who can figure out how to delete a "condensed" Journal Entry in QB and provide a utility to do this.  If you do not know what this type of entry is, please do not respond.
Hello Experts,
I have a new client (two to three employees) who like to use QuickBooks remotely. I was thinking to built a windows 2012 server foundation and configure it in a workgroup environment, create shared folders and install printers to use it as a file server, Print server, in addition install Terminal services and install QuickBooks so these few users be able to remotely use QuickBooks at the same time.
Microsoft indicated " •      Remote Desktop Services: The Remote Desktop Session Host role may be installed on Foundation, but only in a workgroup configuration."
I am not sure why it says "May Be Installed". Does it mean it may not?
Can anyone advise please.
Thank you.
Last night I tried a condense on a customers QB Pro 2016 file because every year, they hit the limit on customers so we have to condense the file.  They don't want to spend the money to go to Enterprise which would alleviate this issue.  I thought we did all of the necessary backups, etc but it took over 6 hours and it seemed to lock up at 99% on Step 2 of 4 - I saw another inquiry on this from a while back but didn't have a lot of explanation to it.
I am trying to install the data manager for quickbooks 2016 on a network share. Quickbooks says it can be done but is not supported. I am hoping someone can give me some advise on how to move the DM.
Hi all,

I know this question has been asked before, but I'm hoping that with the more recent versions, this might be possible:

Both computers running QB Pro 2015. Same file name, same chart of accounts, etc., but each computer has been doing its own thing on its own data file.

Is there any way to merge data from one to the other? If not, is there an intermediary method (using Excel maybe)?

Thanks in advance.
I got a new laptop with Windows 10.  QuickBooks Pro 2003 is incompatible. Is this a way to work around this I will I have to purchase the new QuickBooks for $200?
hey guys,

i am using quickbooks 2016, i had my accountant enter all the data so far.

How can i generate a report that tells me the total amount paid to each vendor on a report?
Is it possible to batch print invoice in invoice number order rather than date order?


QuickBooks is an accounting software package geared mainly toward small and medium-sized businesses and offers on-premises accounting applications as well as cloud based versions that accept business payments, manage and pay bills, and payroll functions. QuickBooks includes remote access capabilities, remote payroll assistance and outsourcing, electronic payment functions, online banking and reconciliation, mapping features through integration, improved e-mail functionality, import from Excel spreadsheets, employee time tracking options, pre-authorization of electronic funds and new Help functions.