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How To Create & Set Up Statements in QuickBooks Online
In General Discussions
bruce.banner0097
May 31, 2021
Create a customer statement Go to the Sales menu and select the Customers tab. Select the checkboxes for the customers you want to make statements for. In the Batch actions dropdown ▼, select Create statements. In the Statement Type dropdown ▼, select the customer statement type: Balance Forward: Lists invoices and payments with outstanding balances for a specific date range. Open Item: Lists all open, unpaid invoices from the last 365 days. Transaction Statement: Lists all transactions for the selected date range. Select the dates for the statements and the date range. Review the customer's email addresses. Select Save, Save and close, Save and send, or Print or Preview. Tip: If you make changes to a transaction on a statement, the statement will automatically update to match. View current customer statements Go to the Sales menu and select the All sales tab. Select the Filter ▼ dropdown. In the Type dropdown, select Customer Statements. Select the date range from the Date dropdown. Select the customers you want to see statements for from the Customer dropdown. To delete a statement, open it and select the Delete option. Customise your statements There are a few customisation options for statements: Go to Settings ⚙ and select Account and settings. Select the Sales tab and go to the CustomerStatements section. Select Edit ✎. Select List each transaction as a single line or List each transaction including all detail lines. Select the Show ageing table at bottom of statement option. Select Save. Regards, Bruce
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Disable QuickBooks Messenger
In General Discussions
bruce.banner0097
May 31, 2021
Using QuickBooks Messenger When working in Quickbooks, you can identify QuickBooks Messenger by the little grey figure with the green bubble in your system tray at the bottom of your computer screen. It allows for communication between QuickBooks users operating in multi-user mode. QuickBooks toolbar Opening QuickBooks Messenger QuickBooks Messenger is automatically started whenever you are logged into QuickBooks. Double-click the icon in the system tray to launch the messenger or go to the Company tab and click on Chat with a Co-worker. Chatting with Other Users While you are working in QuickBooks, you may receive a notification that another user has just logged into the company file. You can click Chat on the notification window and begin a conversation with that user. You can also right-click the QuickBooks Messenger icon in your system tray and select "Chat with..." to start a conversation with another user. QuickBooks Messenger screenshot The QuickBooks admin user can chat with ALL users logged into the company file by clicking the Actions drop-down arrow (only available under their profile) and selecting Send Message to Logged In Users. Available Status QuickBooks Messenger allows you to change your status so other users will know your availability. Change your status by clicking the drop-down arrow that displays your username. Then simply select the status that applies to you and it will be displayed for other users to see. QuickBooks Messenger - User status options Disabling QuickBooks Messenger If you find your colleagues are too "chatty" using Messenger, you can disable it. Just right-click on the chat icon in your system tray, and from the Settings menu, choose which notifications to display. QuickBooks Messenger Settings But wait! Before you do that, there are two important features of Messenger that are a bit hidden, but very useful. Only the Administrator of the file will see an extra tab in the Messenger box. It's labeled "Actions," and by selecting that the Administrator can: Send a message to all users who are logged in. For example, if users needed to know that routine maintenance will be done on the file later in the day and they need to be logged off at a certain time, the Administrator can quickly send a message to all users. Close the company file for users who are logged in. How great is that? You don't have to telephone each user or get up from your desk and holler down the hallway for QuickBooks users to log out. To do this, the administrator chooses Close Company File for Users in the Actions drop-down. Place a check mark next to each user that you wish to close their QuickBooks session and then click the Close Company File button. In the confirmation window, click Yes. Regards, Bruce
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How to Fix QuickBooks Won't Open Error
In General Discussions
bruce.banner0097
May 13, 2021
Solutions to Fix QuickBooks won’t open Issue Solution 1: Restart your system Step 1: It is extremely important to reboot/restart your computer before you begin the process. Step 2: Now, practice opening QuickBooks file again and check whether QuickBooks won’t open error is gone or still there. *Try disabling your Antivirus program temporarily in case the problem continues to persist. Solution 2: Download and run QuickBooks Install Diagnostic Tool QuickBooks Install Diagnostic Tool is a very important tool that downloads and fixes issues freely with the help of Microsoft components used in QuickBooks, such a Microsoft.NET Framework, Microsoft MSXML, and Microsoft Visual C++. Solution 3: Rename/Delete QBWUSER.INI file When you rename/Delete QBWUSER.INI file, it helps in erasing every information that is saved in that list of previously opened files. Follow these steps: Press Windows + E key simultaneously on your keyboard. Under the “Organize” tab on the top left press, Folder, and search options. Press the ‘View’ tab. Under the Advanced Settings >> Hidden files and folders, select the Show hidden files and folders, and then tap on Ok. Visit My Computer >> C: drive >> Documents >> [Your user name] >> Local Settings >> Application Data >> Intuit >> QuickBooks [year] Right-click on the QBWUSER.INI file and Click Delete/Rename * QuickBooks Automatically builds a new QBWUSER.INI file. Solution 4: Uninstall and Re-install QuickBooks using a clean install When you choose to uninstall and install QuickBooks Desktop, your software gets the opportunity of refreshing itself entirely and coming back with the latest version at the same time. This, therefore, plays a significant role in resolving your QuickBooks won’t open issues in a much faster and easier manner. Solution 5: Open the company file from a different folder location (If other files or sample file do open) At times, where you keep your company files stored in, becomes corrupted and damaged. This is a system issue. Here’s how to fix that: Press the Windows + E keys on your keyboard. Look for the data file, that will have a .qbw file extension (e.g. mycompanyfile.qbw). When you look for a file that is located on a network server, browse to the network drive on which the data file is located (for example X:\QBdata). After you have found your company file, right-click on it and press Copy. Locate your C: Drive and make a new folder there. Name that as folder QBTEST. Open the new QBTEST folder and Paste the company file there. Now, Open QuickBooks and hold the CTRL key simultaneously. Press Open or Restore an Existing Company and examine the C:\QBTEST folder that you built. Open the company file that you have copied in the QBTEST folder. Regards, Bruce
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How to export QuickBooks data to CSV file
In General Discussions
bruce.banner0097
May 13, 2021
Import CSV files To import a list in the CSV format, you need to install the QuickBooks Import Excel and CSV toolkit. The toolkit contains: Import from Excel and CSV Manual – a PDF document with instructions, best practices, and notes. CSV Examples Folder – 4 sample CSV files, one for each type of list. XLS Example Folder – a sample Excel file containing 4 worksheets, one for each type of list. Allowed fields – a reference guide explaining what fields are available for Excel and CSV import. Steps to install the QuickBooks Import Excel and CSV toolkit Open the file download window for the toolkit, then select Save. Go to your Windows Desktop, then select Save. Double-click QuickBooks_Import_Excel_and_CSV.exe on your Windows desktop to open the WinZip Self-Extractor window. Select Browse, choose the folder where you want to install the toolkit (such as your Desktop), then OK. Select Unzip to extract the contents, and then select Close to close the WinZip Self-Extractor window. Open the QuickBooks Import Excel and CSV folder from the location you selected in step 4. Export CSV files You can export a list as a CSV file if you don’t have MS Excel installed on your computer or if you want to view and edit your data using a different format. Customers and Vendors Open the Customer/Vendor Center. Select the Excel drop-down, then choose: Export Customer/Vendor list if you want to export customer/vendor data such as name, balances and contact information. Export Transactions if you want to export transactions (either by name or transaction type). In the Export window, choose Create a comma separated values (.csv) file. Select Export. Assign a file name, then choose the location where you want to save the file. Locate, open, and edit the file as needed. Items Go to the Lists menu, then select Item List. Select the Excel drop-down, then choose Export all Items. In the Export window, choose Create a comma separated values (.csv) file. Select Export. Assign a file name, then choose the location where you want to save the file. Locate, open, and edit the file as needed. Reports Open the report. Select the Excel drop-down at the top of the report. Select Create New Worksheet. On the Send Report to Excel window, select Create a comma separated values (.csv) file. Select Export. Assign a file name, then choose the location where you want to save the file. Locate, open, and edit the file as needed. Regards, Bruce
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