Category: QuickBooks 2017

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How to Install QuickBooks Desktop 2019

Here are the step-by-step ways to install QuickBooks Desktop 2019:

1. Buy QuickBooks Desktop 2019 (Premier or Pro).
If you have already bought it and downloaded it, proceed to step 2.
If you have not bought it yet and need to buy one, follow the product link below. Select the product you want to buy (Premier or Pro) and buy one directly from Intuit QuickBooks website.

QuickBooks Premier 2019 price: $349.95. CLICK HERE.
QuickBooks Pro 2019 price: $199.95. CLICK HERE.

NOTE: It’s HIGHLY RECOMMENDED BUYING THE PRODUCT (with one-time payment) instead of annual subscription. Annual subscription means you will have to pay for the subscription each year for the same program.

2. Select the QuickBooks executable file (e.g. QuickBooksPro2019.exe) found on your desktop. (or wherever you downloaded it to run the QuickBooks installation).

3. Select “Yes to All” if How do I update my data to a new version of QuickBooks Desktop? prompted to overwrite the existing extracted files.

4. Select Next to begin the installation.

5. Read the Software License Agreement. If you agree, select I accept the terms in the license agreement and click Next.

6. Enter your License number (15 digits) and Product number (6 digits), then select Next. Note If you have bought QuickBooks but can’t find these numbers, click “I can’t find these numbers” link below for more information.

7. Select the type of installation for the computer.
Express: Allows the installer to make the recommended choices for you, including replacing your previous version of QuickBooks if you have one.
Select the type of installation for the computer. Note: The Accountant Edition does not replace older years by default.
Custom and Network Options: Choose this if you will be using multiple versions of QuickBooks Desktop on the computer OR if you will use QuickBooks to share data with other users on a network.
Note: Click “Explain these choices in detail” link below for more information.

8. Select Install to continue, or choose Back if you need to go back and review any of the previous screens.

9. If any QuickBooks processes were running during the installation, the installer may ask you to restart your computer. Otherwise, select Open QuickBooks to get started!

10. After installation, activate QuickBooks and you’re all set. If you run into any problems, see Register QuickBooks Desktop link.

You may want to bookmark these sites or save it as a favorite for future reference.

Download QuickBooks Desktop
https://community.intuit.com/articles/1501893/

Move your company files to another computer
https://community.intuit.com/articles/1501891/

Register or activate QuickBooks Desktop
https://community.intuit.com/articles/1437411/

 

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Conversion Error From QBO TO QuickBooks Desktop – QuickBooks already has a company file open…

You have now reached a very critical stage in conversion to QuickBooks desktop process. Even if you’ve followed all the steps, you can’t pass this final stage in the desktop.

Please give this a try if you’re getting the following error:
The “Convert Now” button (it fails at step 4) stage and get the error from QuickBooks Pro Desktop: “QuickBooks already has a company file open…”

All these steps are probably not necessary, but it’s what worked in some test.

1. Open a Sample company, select a Services-based sample company

2. Close the company and go back to the No Company Open screen

3. Click the menu bar Help –> Activate QuickBooks Desktop (this may need to do this but did it anyway)

4. Click the Activate button

5. Close the “We just need to verify your identity to activate” browser window, return to the No Company Open screen

6. BIG HOPE!!! Start the conversion process again with QBO. Again, hopefully, it will work with no error message!

Good luck!

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Tracking inventory overview and set up – QuickBooks desktop Pro Premier Accountant Enterprise

Inventory feature in QuickBooks Desktop can track the current number in stock and the value of your inventory after every purchase and sell the items to your customers. With QuickBooks Desktop Premier or QuickBooks Enterprise versions, you can even keep track of products you assemble and resell (finished goods), adding assembled units to inventory and deducting component units from inventory when you build assembly items.

To start with, you may want to be familiar with these basic steps related to questions about Tracking Inventory in QuickBooks:

1) To turn on Inventory: Go to Edit menu at the top > select Preferences > choose Inventory & Items > Company Preferences > checkbox “Inventory & Purchase Orders are active” > click OK.

Turn Inventory On

 

2) Create Inventory Items: Go to Lists menu at the top > Items List > Select Item tab at the bottom > click Item (or drop-down arrow) and select New > Type = Inventory Part and create a new item.
These three fields are important to set up inventory items. See screenshot sample.
For COGS Account field = Cost of Goods Sold account type from the Chart of accounts
For Income Account field = Income account type from the Chart of Accounts
For Asset Account field = Inventory Asset account which is part of the Other Current Asset on the Chart of Accounts

You do not want to put in On Hand/Total Value info here.

Create Inventory Item

 

3) For adding purchased Inventory items: Use Enter Bills under Vendor menu at the top or Write Checks menu under Banking at the top. Always use ITEMS tab, never Expenses tab.
4) For selling Inventory items: Create Invoice (or Sales Receipt). Use ITEM Code in the sales form. This will also automatically post COGS to P&L by reducing inventory counts.

Enter Bill or Check Use Items tab

Create Sales

Inventory Stock Report

 

If you need more info, you can always click HELP menu at the top and select QuickBooks Desktop Help and type INVENTORY HELP in the search field. If interested, you can also watch my famous how to inventory video tutorials on YouTube.

QuickBooks Desktop Part 10: Inventory – All you need to know about QuickBooks Inventory

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Set up multi-user or network for QuickBooks Desktop

Set up multi-user or network for QuickBooks Desktop
QuickBooks Help
The following articles can help you get started if this is your first time to install and use QuickBooks Desktop in a multi-user or network environment. Follow the steps in the order shown below.

Installation and setup
Install QuickBooks Desktop
Add Windows admin rights to allow configuration of multi user access
Map a network drive (optional)
Configure Firewall and Internet security settings for QuickBooks Desktop
Set up the QuickBooks Database Server Manager and scan your file
Open a company file that is located on a remote computer
Note: If you are a new QuickBooks user, after installing Create a QuickBooks Desktop company file first before doing step 2.

…MORE

Also, see helpful article:
How to Install QuickBooks Desktop

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Do attachments slow down QuickBooks? Wondering if having all the PDFs in QuickBooks will make it slower

Attaching documents in QuickBooks desktop shouldn’t affect the performance of the software. They are saved on the computer hard drive in a separate folder, and they are not included in a back up of the QuickBooks company file either so that backup file does not grow either. All attaching does in QuickBooks, is to enter a pointer to the hard drive location for the attachment folder.

If you experience slowness with QuickBooks, there may be other reasons like due to a large company file or network issues.

Here’s an article that’ll guide you:

https://community.intuit.com/articles/1019690

 

 
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Import items into your company data file from an Excel spreadsheet

Import items into your company data file from an Excel spreadsheet
QuickBooks Help
From the article: If you are importing existing inventory items, you cannot update their Quantity On Hand (QOH), value on hand (VOH) or average cost. For new inventory items you are importing, you can set up a Quantity On Hand (QOH) and a Value on Hand (VOH) and establish an average cost. QuickBooks enters an Adjust Quantity/Value on Hand debiting the item’s asset account and crediting Opening Balance Equity …

 

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QuickBooks Pro 2017 and QuickBooks Premier 2017 - Buy Now and Save!
TRY QUICKBOOKS ONLINE (QBO) FOR FREE
TRY XERO ACCOUNTING FOR FREE

Amazon Buy QuickBooks Desktop 2017

QuickBooks Desktop Pro 2017 Small Business Accounting Software [PC Download] by Intuit

QuickBooks Desktop Premier 2017 with Industry Editions Small Business Accounting Software [PC Download] by Intuit
TRY QUICKBOOKS ONLINE FOR FREE
TRY XERO ACCOUNTING FOR FREE

Categories
QuickBooks QuickBooks 2015 QuickBooks 2016 QuickBooks 2017 QuickBooks Accountant QuickBooks Accountant 2015 QuickBooks Accountant 2016 QuickBooks Accountant 2017 QuickBooks Desktop QuickBooks Premier QuickBooks Premier 2015 QuickBooks Premier 2016 QuickBooks Premier 2017 QuickBooks Pro QuickBooks Pro 2015 QuickBooks Pro 2016 QuickBooks Pro 2017

Resolve A/R or A/P on the cash basis Balance Sheet with journal entries

Resolve A/R or A/P on the cash basis Balance Sheet with journal entries
QuickBooks Help
Cash basis financial reports should not display Accounts Receivable (A/R) or Accounts Payable (A/P) balances. However, QuickBooks is a bookkeeping program and must balance, so for accrual-based business that reports on cash basis, QuickBooks will display AR and AP …

[wpedon id=”615″ align=”center”]

QuickBooks Pro 2017 and QuickBooks Premier 2017 - Buy Now and Save!
TRY QUICKBOOKS ONLINE (QBO) FOR FREE
TRY XERO ACCOUNTING FOR FREE

Amazon Buy QuickBooks Desktop 2017

QuickBooks Desktop Pro 2017 Small Business Accounting Software [PC Download] by Intuit

QuickBooks Desktop Premier 2017 with Industry Editions Small Business Accounting Software [PC Download] by Intuit
TRY QUICKBOOKS ONLINE FOR FREE
TRY XERO ACCOUNTING FOR FREE