QuickBooks

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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By Linda Saltz

Customized item descriptions from bills DO import into a customer invoice!  

This is a wonderful tip for companies that want to use generic items like Hardware, Software, Mileage, Travel in their item list which helps keep the item list manageable, and still have the detailed description of what was purchased on a bill/check or credit  card to flow through to the customer invoice.

Examples:
When an IT firm buys a Hard Drive for a customer they enter the cost on a Bill or Credit Card Charge using a generic item named “Hard Drive” and enter the model, size and warranty information using the description field.  This customized description will also flow through to a customer invoice!
When a consulting company enters the cost for airfare, they will use a generic item named “Airfare” and include the travel dates and airline name using the description field.  This customized description will also flow through
to a customer invoice!

The challenge has been how to get that level of detail from these purchase transactions to an invoice.  YOU CAN import your item detailed descriptions from vendor bills, credit card charges and checks  into your customer invoices by following a few simple steps:

The Time and Costs Window of the invoice contains an option button that includes an option to “transfer item descriptions”.  But this is NOT ENOUGH to have the customized detailed descriptions of the purchase appear on the invoice:
QuickBooks Invoicing Tips for Contractors
QuickBooks Invoicing Tips for IT Firms
THE TRICK IS...
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Expert Comment

by:Jenn Prentice
Comment Utility
This is a great Article! I worked with Quickbooks at my previous job, and I would have greatly appreciated an article like this!
Thank you for writing it! I hope to see more from you in the future!
-Jenn
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Hi guys,
I have Quickbooks enterprise version 10.0
I have having problem with connecting multiple client with QuickBooks Database Server Manager.  there are several scenario
1- if all client set to single user mode:  first client will be able to connect to server other can't, it say already database been used by another user
2- if all is multiple user mode:  then all will be acting as server and will take ownership of the DB. and any QuickBooks connect first will act and server, the problem is if that one logs off the others will be disconnected to. the instruction says all QuickBooks should be set to single mode. but as mentioned earlier, if i do this only one client would be able to connect. could you help me please.


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We are using Quickbooks 2008 with Timeslips 2007 using an intgration called TalPro. In this version of Timeslips, you can specify the range of data you want to pull data from your Quickbooks file, with regards to Bills and Checks. This feature has made it very quick to pull data into lists for matching against billable hours, etc.

In the 2010 version, sage took the selection criteria and had it apply AFTER the data is pulled from Quickbooks (almost like a filter). This is great for some companies, but for ours with 9 years of Quickbooks data, it takes 16 minutes to pull bill and check data from Quickbooks. No matter how much CPU and memory we throw at it (runing windows 2008 64 bit, with 8GB of RAM and two dual core processors).

We have done the clean Company utility, closing back to 12/31/2007 and archiving before that date, but it is still pulling the same amount of data and taking the same amount of time. I can still see bills and checks back to 2001.

Is there any addiitional steps I can take to get rid of this information, once and for all.. We would like to keep 3 years (2 prior years plus the current year.)
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Hi guys,

I ahve Intuit Quickbooks Enterprise solution 10, the server side is Linux redhat.  I am trying to create multiuser connection.  I have done all the setup required. installed rpm, locate file under linux server and run services. user can access file but when i try to connect.  From client computer i set Quickbook to Enable multiuser mode.  But the problem is, any client connect first, that client has to diconnect last one, otherwise connection will be lost.  It seams to me the server is doing nothing it is like just sharing server.

The error message i get is (You are tryingto work with a company file that is located on another computer, but that computer needs additional installation and setup. (H505).

The following is my server path and setting
path: /opt/qb/util/qbdata

files under qbdata
kardo.QBW  kardo.QBW.ND  kardo.QBW.TLG  qbdir.dat

content fo kardo.QBW.ND is (i have change the setting manually because the path is C:\ drive for windows)

[NetConnect]

ServerIp=10.1.3.28

EngineName=QB_KARDO-SARBAST_20

ServerPort=55338

FilePath=\\192.168.2.115\qbdata\kardo.QBW

ServerMode=1

FileConnectionGuid=
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I have a VBScript which updates Quickbooks via QODBC by using "addnew" and "update" to insert multiple-line invoices. I got this working in my test database with static data, but now I need to tweak it to pull the data from a table and repeat for each entry in the table. Attached is the code.

In the example, the script adds a new invoice for "Local Grocery" with three lines:
Item                             Qty                Rate
Charges                      13010.78       0.0125
Transactions               266                0
Unique Purchases       81                 0

On the third entry, it sets the value of "FQSaveToCache" to "False" which tells the QODBC driver to write all three entries simultaneously. This creates a single invoice with three line items.

I have a table which contains the Name, Charges, Rate, Transactions and Unique Purchase for all my customers and I want to automatically create invoices for all of them.

Can someone re-write my script for me to pull the data from table [DP JAN10]?
[code]Private Sub Command0_Click()
'This creates one invoice with three lines.
'Note the FQSaveToCache field, set to TRUE except on the last line.

Const adOpenStatic = 3
Const adLockOptimistic = 3
Const adUseClient = 3

Dim oConnection
Dim oRS1
Dim oRS2
Dim sLastVendor
Dim dTotalApplied
Dim dAmountDue

Set oConnection = CreateObject("ADODB.Connection")
Set oRS1 = CreateObject("ADODB.Recordset")

oConnection.Open "DSN=Quickbooks Data;OLE DB [/code]…
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Hello.

I am attempting to view a GST return (actually 3 of them) from 2006 that the government says they are missing, but my Quickbooks (Pro 2006) indicates they are filed.  My hard copies are all in storage as this business ceased at the end of 2008.

How can I do this?? Thanks!!
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Strange problem.  We have our Quickbooks 2007 company files hosted on our server along with the Quickbooks server agent (QuickbooksDB19) installed there.

For some strange reason, on a particular company file when an end of month reconcile is run the server service will stop and the Company file will become corrupted.  The fix is to restore the file, restart the service and wait until next month until the whole thing happens again.

Does anyone know what may be causing this?

Thanks.
0
I am setting up Quickbooks Premier 2010 for a client and they want to run in multi-user mode, but they are using windows xp for their "server". I did some research and found some experts that say you HAVE to set up this type of networked multi-user quickbooks environment on at least Windows 2000 server.

However on the Intuit Website, they system requirements only state windows xp. Does anyone have any suggestions, or reasons why some experts say you have to run this on a server OS.

Here is the url to one of the sites I checked.

http://accountant.intuit.com/colleagues/product_tips/tip.aspx?file=tip_ds_mastertipinstallingqb
0
Can someone write a simple Access database which has a form to create a new invoice in an existing Quickbooks file using the read/write QODBC driver?

I have a lot of data in Access and I want to add transactions as invoices in Quickbooks, but don't know how to start. I'm not an expert, but if I have the file mentioned above, I can work with it to use my own data instead of the form.
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Problem.  FM's Custom Dialogue Box is set up so that Button 1 or the rightmost button (leftmost when scripting) "is the only button that will write information from the input field to a file" (per Help).  However, my boss wants not only the input selection when he creates a new Property, but in the dialogue box, the option of going to the Property record or the Finance record.  Is there a way to gather input and give him a choice of two navigations in one dialogue box instead of two?
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I have a user that needs to recreate her quickbooks data file from scratch.  Her bank has sent her three files, .qif, .xls. and .rec.  As far as I can tell, Quickbooks does not support importing .qif or .rec files.  I tried importing the xls file, but Quickbooks told me that it was not a Quickbooks template and would not import it.

I thought about installing Quicken on another PC and importing the qif file and then converting to Quickbooks but I dont know if that will work.

Does anyone know if that will work or have any other ideas with the file formats I have at my disposal?

Thanks
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I am looking for some answers to how to make Quickbooks Enterprise Ver 9 and WIndows 2008 Server 64bit work together. I have done all that Intuits articles say about opening ports and allowing programs through the firewall. I even went as far as Turning off the firewall on the 2008 server and 1 workstation. These workstations all have windows 7. My issue is that it will not work in multiuser mode. I try to connect to the 2008 server where the version 9 files are located and it will open as long as the file is not opened in multiuser mode. AS soon as I try to open the file in multiuser mode it tells me that I dont have a database manager loaded and do I want to do the alternate setup. I have done all I know to do and it will still does not work and Intuit is no help at all. All they can say is to upgrade to version 10. Is thers anyone out there that has this working. If so I could use some assistance. This company is small and there is no budget for this kind of expense to upgrade the Quickbooks until mid year. ANy help would be greatly appreciated.
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Quickbooks Server is installed on Windows Server 2003 PDC. Users who have rights belong to QBSecurity Group. Everyone who needs to run it can when logged on to the domain. Then I installed the QB Client on the Winser2003 Terminal Server. Also gave full rights on the TS to the QB client directory to QBSecurity group. However, only members of the Adminitrators Group can run the client on TS. For everyone else, the QB logo starts for a few seconds, then closes. If I right click and select run as, I am asked for administrator credentials in order to make it run. This must be a permissions issue, but I'm not seeing it. Anybody got a fix or a hack?
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Are there any reputable entry level accounting package that may be cheaper than Quickbooks?

AM I right that there are no free entry level basic accounting programs out there?
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Is there a problem with not sticking to Enterprise Edition. I have a client that wants to do that but I'd like to know if there are any consequences to switching from Enterprise to plain old Quickbooks. My guess is that some reports are not available, but they are really very basic QB users and I don't think they'd miss Enterprise.
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At the bottom of my water bill, my city shows the following:

Total Balance - If paid on or before 2/28:  $30
Total Balance - If paid AFTER 2/28: $35

I would LOVE for my invoices to be able to display a total amount due, and then take that number and add a few bucks (or a percentage) on another line for people who pay late (which is currently almost everyone).

Is this possible with Quickbooks 2010?

Thank you!
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Was wondering if anybody knew how to resolve an ongoing issue I have been having with Quickbooks.  When I open a company, whether it be locally or through a network, I get "server busy" error.  If I wait 15 seconds and click "retry" it opens.  But when I open another one, it gives the same error.  Happens with 2005, 2006, 2007, and 2009.  Any suggestions?

BTW: OS is XP Pro.
0
Hello All,

    I have a client that uses Quickbooks 2006 with 5 licenses.  currently the database resides on the computer of the main user and it's setup as a share that other users also access.  They would like to move the database to a network share so the database is always available to all users and it gets backed up.  What is the best way to move a Quickbooks database from a computer to another server?
0
Employees scan in and out of jobs all day long and the pay stubs are printing all the detail and becoming way too long for the 2 week period.  We want to just show the relevant totals for each day.  Is there option in QB to hide full costing hours on the pay stub / check?
0
I am trying to email invoices from Quickbooks 2010. It randomly stopped working, and gave me the following error:

Could not print to your printer. Check your printer selection.
Printing may have been canceled from another program.

I am running Windows 7 x64, Quickbooks 2010, and I was running Office 2007. While messing around with this, I decided to upgrade to Office 2010, it had no effect on it.

I am trying to send invoices through Quickbooks, but that error comes up each time. When I try and send emails from Quickbooks using Outlook, it says that it can't find my profile (probably an incompatibility between QB 2010 and Outlook 2010).

I would prefer not to downgrade to Office 2007, as I really like this 2010 product. I have reinstalled the printer drivers as described by Intuit, but that didn't change anything.

Any ideas?

Thank you!
0
Good Day,

I have a new Physical Server running Server 2008 Standard R2.  It also runs Hyper V, where I have a DC Virtual Machine and TS Virtual machine, both also running Server 2008 Standard R2.
Users can log in no problem to the DC.

I converted my old quickbooks data file to the new Enterprise Edition.

I installed the Server part of the Quickbooks Enterprise on the DC, and that's where the data file is.  The Terminal Server has the client software on it only.  The problem is, it dosent matter if the user is remote or local, the Enterprise software will not allow more than one person at a time to access the new database.  It will error out when a second person tries to access it.

All of the clients run Windows 7 Business.
I updated Quickbooks (server and clients)to the latest versions.
I have shut off all Firewalls on the Host Server and the two Virtual Servers.
The AV software does not have a firewall component.
It makes no difference if "Enable Multi User Mode" is selected when opening the  file over the network.
I have escalated to Quickbooks Tech Support, but they can't figure it out.

If anyone can lend a hand, it would be appreicated!
[embed=doc 237433]
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We have an existing Quickbooks account with a history and currently process on-line banking using Direct Connect.  We want to change banks which require a web connect through Intuit/bill which uses Fiserve to pay bills on-line.  Is there a way that we can migrate to this new service and just append the existing ledger/history that already exists.  We would like to keep both vendors(Banks) to maintain history.  Everyone is warning us that if we deactivate the old bank we will the history that already exists.  We seem to be able to pay the bills on-line, but when we receive or import the transactions from the new account we are getting a warning that it will create a new set of books or ledger.  Not sure of the exact wording because I did not personally see the error but appears that we would end up with two sets of books and the customer only wants to keep a single set.

First is this possible and if so can someone point me in the right direction.
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i have 2 different systems on 2 different networks and operating systems with the same event id error with quickbooks

system one specs
windows xp pro svc pk3
quickbooks 2008 pro
on network with windows server 2003

system two specs
windows 7 professional
quickbooks 2010 pro
no server network - home/office pc

these are two different accounts and are not related
i have checked and updated quickbooks on both systems.

i have attached the code here:

thanks in advance for any help.
0
Just upgraded to verion 2010 and get the folowing error each time Quick Boos is launched.
An unexcepted error has ocured in "Quickbooks"
Returning NULL QBwininstance Handle
I am running on a windows 2003 server. Had no such problems with version 2009
0
Im getting a quick books error when opening a company File.

'it appears that quickbooks on computer (host name) is set to allow shared access to the company file, but the quicbooks software on your system is not able to communicate with it,
A firewall software on your net work may be blocking you from accessing it ."
it may not be word for word but its close to that..ill post the acctual Message ASAP

It was working fine about an hour before. No changes were made on the network, or on the computers.

Please HELP!
0

QuickBooks

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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