QuickBooks

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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 need to customize a report that shows which Invoices paid which Purchase Orders in QB's 2017. I can't get one to show both Invoice Number and PO Number at the same time.
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Tomorrow I will be replacing two computers (easy), and replacing their server that runs quickbooks pro 2010 and is their DC for about 5 computers.
Their server is server 2003, the new server is 2012 essentials.

What is the best way attack to this?

I was thinking replace the two computers first and don't join to domain just yet.
Upgrade quickbooks to 2017 desktop pro on the old server.
Then start to set up the new server. Transfer the quickbooks files over after it is set up.

Is there a best way to do this?

Any help appreciated.
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QuickBooks is not letting me to register on Windows 10- just installed the 2011 version on Windows 10 and keeps crashing
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I cannot figure out how to get my invoices to display the employee for each time sheet it imports into an invoice and list that as a data column
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Installed Quickbooks 2017 and installed the DB Manager on the 2016 Server.

It keeps kicking users out of multi-user mode and only allows Single User.

I keep having to stop the DNS Servcie and re-run the Scan and when everyone can get in

Kick the DNS Server back on again...

this is getting old.....

What is a Fix for the 2017 DB Manager using the Same Ports as the DNS Server.

I Wish to have Quickbooks change Not Microsoft Please.

Thanks

Cjoego
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I have a customer with a small 2008 Windows server. She thinks going to the Cloud will be cheaper and easier that using a file server.
I've looked to Del for a non-server solution that will work for them. They couldn't come up with a solution using Azure. I looked at OneDrive for Business  and I think it has a file locking if 2 people work on the same file. Plus not sure how Quickbooks will work when it's in the cloud.
I looked at AWS and looks like same file locking issues.

Any solutions for an inexpensive Cloud replacement that allows mapped drives and doesn't need syncing?
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I am in the process of writing some integration processes between a Wordpress site and Quickbooks.

I need to know where I can get documentation on how Quickbooks imports data - data formats, API's etc - anything I need to automate the import of data.
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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?
thanks
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I am new to QODBC but not SQL.  I am trying to eliminate manual data entry for a special project for my company.

On every invoice in our system, or each "Item" on each invoice, there is text field called "Description".  I need to replace the text that is currently in the "Description" field with the text "service".  See attachment for an example.

I want to update every invoice in our quickbooks database like this.  We need todo this, because we have private information in that text field, and I need to provide a copy of my quickbooks database to a 3rd party.

What would be the QODBC code to accomplish this?  I am open to another method (besides QODBC).  I just need to get this done ASAP.  I have also posted a freelance job post on upwork to see if I can pay someone to code this for me.

Thank you ahead of time for your help.
Accounting3.jpg
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We have approximately 105 employees we send pay stubs to bi-weekly.  When sending the pay stubs to everyone the application times out on a random person.  The report is started again from where we left off, sometimes it will finish and sometimes it times out again on another random person.  The person that it times out on never receives their pay stub.  Is there a setting or something we are missing that will eliminate the timeout.
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In a retirement enclave we want to provide service for tenants to pay one invoice per month that contains rent and then all utilities as line items.  we're kinda using Customers section in a non-stand way entering properties as customers.   I am thinking a work-around would be to enter all phone#s as line item with number in comments.
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Looking for a solution (cheap) to count inventory the fastest way possible.  Currently we have no scan guns or wifi in the warehouse.  We house at least 100,000 items.  What I would like is a scan gun that I can load an excel worksheet that has columns for our Item# (Barcode data), Description, Qty and fill ins for bin locations so pickers can scan what's there and it will save to the spreadsheet in the gun.  Added feature would be a fill in line for bin location so future picking would be easier for our pickers.

I can then download the spreadsheet and reconcile with our QB inventory.

Any advice Experts?
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I have a customer on Quickbooks Enterprise16 and their company file is just over 1GB. They have some performance issues and there is only so much tweaking I can do on their network to increase the speed. Wondering what options I have. I looked at the 'Condense data' option, but they didn't like some entries going from detailed to a single entry. Figured the next step would be to have a new company file. Is there a way to create a new company file with say all data from the last 2 years?

Or maybe there is another approach? I'm a networking person by trade who knows enough to get Quickbooks networked and functional!
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Our office has QuickBooks 2011. We have recently started testing with the Thunderbird email client. The email configuration for QB give choices of Web Mail and QuickBooks E-mail. Our mail server is a self-hosted IMAP server, so I've picked Web Mail (even though it's not really webmail). I've selected "Others" as email provider (choices are Gmail, Yahoo, etc.) and put in the correct server name and port. See image, "Edit Email Info".

When I try to send a form, it prompts me for the password, repeatedly, but fails to send the message  (see image dialog marked "Email or Password is Incorrect"). On the mail server side I eventually (several seconds) get the message:

Feb  5 12:45:22 mail sm-mta[1982]: u15HhrrI001982: COMMON.hprs.local [192.168.0.58] did not issue MAIL/EXPN/VRFY/ETRN during connection to MTA

Does anyone have any idea how to fix this?
QBemail.jpg
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Please help, ASAP!  At Client NOW.

I have a client that is having real trouble with QuickBooks, running very slow at times, but not all the time... intermittent internet issues, with the spinning wheel of windows death...

We were having major issues with slowness, because one workstation, that a person worked on, was the main file for QuickBooks, so we MOVED the main file for QuickBooks to a brand new Dedicated Workstation, no one uses it.  They are sharing the file with 2 or 3 users, we have licensing for all.

We replaced the switch, which was old, put in Wireless Linksys SE3008 & put in Wireless Linksys EA3500, we are using wireless & I have many times before used QuickBooks over wireless with NO trouble... QuickBooks is telling us we need to hard wire, which is really NOT a viable option.

As for internet it goes down intermittent where the wheel just spins & they have to wait & wait for web pages to come up... not necessarily at the same time as QuickBooks issues.

QuickBooks will shut them down intermittently, disconnect them & shut down.

NOT really sure what to check for this intermittent issue internally on the network?  Is there a tool I can run that will show traffic or something that would be causing these issues??

Please help asap, I am at client now... Thanks!
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I'm trying to build a spreadsheet to import customers from another application. I have QB2011. When editing addresses, the screen shows City, state,zip. Bbut when constructing the import using column specifications found here: http://support.quickbooks.intuit.com/support/pages/inproducthelp/core/qb2k12/contentpackage/thirdparty/excel/info_customer_required_fields.html?family=pro it doesn't list those as defined fields. It shows BILLING ADDRESS 1 - BILLING ADDRESS 5, and likewise for SHIPPING. Do ADDRESS 3, 4 and 5 correspond to city, state ZIP? Am I looking at the wrong web page for definitions? How to I set up a spreadsheet to import these fields?
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I'm running QB 2015 Enterprise Solutions  and my computer freezes. I have recently down loaded Windows 7 on all my computers. QB is located on my VMWare vsphere, I log in using a Dell Laptop all running Windows 7. Can you help?
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Question: Whenever any of the Accounting employees (total of 3 including me) has worked with QuickBooks during the day, they are not able to log off of our computers at the end of the day because QuickBooks files are in use.

Now there is some tips online on the subject including using the QuickBooks as Muti-user, but the problem is it was working before as it was.

Sure we update to a newer version?

Any idea guys or shortcut?

All  the best
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Set number of previous companies to increase to 8 or 10
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I just upgraded to windows 10 and now I can not email PDF files with QuickBooks 2012 Pro.  Is there a solution for this?
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Hello,
we sell items and service in the QBPOS 2013. and charge on a customers account.
at the end of the day we do a financial exchange.
and all the account charges are issued as invoices to that customer. the invoices look neat with proper item names and item descriptions.

but when we create a statement. the Item column is empty and the description have the POS receipt # and the invoice # and the item names.

Item: Empty
Description: INV#6102
                  POS Receipt# 6151
                     ---910-87632876 #1371


is there a way when i create a statement to the customer, it lists all the items that they bought, and the description of them.

thank you
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We are using QuickBooks 2015 Pro on a new HP computer with a wireless keyboard and mouse.  Mouse=M325, Keyboard=K350.   With the keyboard and mouse unplugged, and connected to the computer via remote session with Citrix GoToAssist, the history pane works.  With the keyboard and/or the mouse connected, the pane stops working, just says "loading" under each section.   Anyone have this issue and found a resolution?
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Hi,

I am looking to create a custom report in quickbooks that consists of all the transactions and when they took place and also the relevant category for the trial balance. Can anybody help ? Thanks

Regards
Kaps
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I am trying to use quickbooks to send invoices through a gmail for business account.  Has anyone done this and if so are there setup steps that need to be done in gmail administration to make it work?
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I am performing an audit on a Church by myself. I need help with preparing the correct documents for the report. I also need to keep track of the audit requirements.  I am not a CPA, just taking the exams.  This is not an official audit just an internal audit with real audit being next year.

Janice
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QuickBooks

1K

Solutions

2

Articles & Videos

2K

Contributors

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.