Clean Up before you upgrade to QuickBooks desktop 2019

Clean Up before you upgrade to QuickBooks desktop 2019

For any system or software, be it QuickBooks or any other software, it is necessary to clean up the system so that the system works properly and seamlessly. Therefore, before a user upgrades to QuickBooks 2019, the system should be cleaned. The upgraded software grabs attention of numerous users because of its amazing features. Users now-a-days are in great rush to get the upgraded version of QuickBooks. Moreover, the new upgrade is available with the latest technology. It has many new features that are a proof that QuickBooks is a step ahead when it comes to technology.

But during this process of up gradation, there are high chances of installation errors. Hence, it is quite essential to clean the system before one updates the software. This cleaning will clean all the unwanted files and cache from your system making it run smooth. Additionally, this will also eliminate all the problems that slow down your system and cause data corruption.

While Cleaning up these Elements are being Reviewed

  1. Database Review- This review is done on database audit which is usually conducted for the detailing highlights exchange sorts document estimate and list use. To affirm the efficient utilization of detailing bases and determining potential issues, execution of general database checks is done.
  2. Monetary Record Review- This review is second on the list in which the correlations of the material changes are determined on the month-over-month basis. It aids in demonstrating the issues and ensures the legitimacy of records. A check into the asset report and general structure is involved in it.
  3. Benefit and Loss Review- This review looks into the monthly correlation of material changes to identify the issues, if there are any. It also determines that the fair utilization of things is done which prompt difference in gross net revenues. With an aim to influence proposals on the proficient methods, it includes survey of the general structure of wage and cost accounts.
  4. Work Process Review- The work process review looks into the records and exchanges utilized as a QB part of. It also suggests ways to utilize records and exchange adequately.

Here’s the guide to clean installation:

All the reviews mentioned above ensure a clean and clear installation of the upgraded QuickBooks. But with these reviews, cleaning and re-installing the new QuickBooks software is also important.

Steps to clean installation:

  1. Remove QuickBooks Desktop from your system-
    • Open Control Panel
    • Click on Uninstall Program
    • Select QuickBooks and then, click OK
  2. Rename the Installation Folders:
  3. Re-install QuickBooks Desktop on your system

The process will bring many unwanted errors with it. But these errors will crop up while the software is updating or installing. The elimination of these errors will ensure that the QuickBooks is utilized properly.

If you face any problem in this process that you are not able to solve, connect with our QuickBooks desktop support team at our toll-free number 1(800)880-6389.

 

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Steps to Register or Activate QuickBooks Desktop

Steps to Register or Activate QuickBooks Desktop

As we all know that Intuit QuickBooks is a leading accounting and bookkeeping software that features important tools of state of the financial accounting technology. This software is incredibly user-friendly as you can experience being a business owners that average knowledge is enough to handle and manage this software to achieve organisational goals. But you have to make sure that QuickBooks installation, updates, and upgrades have been made appropriately on a regular interval of time.

In case, you have one or more than one copies of QuickBooks Desktop application then it is necessary that being a QB user, you activate or register each copy manually. We believe that this article would be helpful to you…! We have endowed few simple and easy steps to register or activate the QuickBooks desktop application once you installed it.

Important: Make sure that the Internet Explorer 11 with TLS 1.2 has been enabled in the Windows & Mac Operating Systems. You can notice that after May 31, 2018, to access the Intuit services all the connections in the QuickBooks must have these minimum system requirements.

Important Points to Remember

Things you need to be taken care of:

  • Always confirm that the QuickBooks is ACTIVATED or NOT by pressing key “F2” OR “CTRL+1”.
  • In case you see that QuickBooks is ACTIVATED then you are set. If not then jump to the activation.
  • If you get the error “The validation code is wrong” then confirm that:
    • Make sure that License and the Product number is correct. If in case the product number doesn’t match the license number then change the product number first before moving forward with the activation.
    • The validation code is right.

How to Register or Activate QuickBooks Desktop?

QuickBooks Desktop for 2016 and Later Versions

QuickBooks Desktop For Windows Computers:

Once you successfully installed the QuickBooks software, you need to activate it before getting started. A screen will appear to activate the software. You can also activate it manually with the below given steps:

  1. First of all, Open the QuickBooks and press the “F2” key on the keyboard.
  2. After the ‘Product Information’ window will open where the user have to check for the registration status at the right-hand side of the ‘License number’.
  3. You are good to go if QuickBooks reads ACTIVATED.
  4. In case, the QuickBooks is NOT ACTIVATED then follow the given steps below:
    • Select the “Ok” tab and it will close the ‘Product Information’ window.
    • Now, go to the “Help” menu and click on the “Activate QuickBooks” option (select Register QuickBooks for 2016).
    • Continue to follow the on-screen prompts and verify your details, and finish the activation process.
Register or Activate QuickBooks Desktop

QuickBooks Desktop For Mac Computers:

  • Open the QuickBooks and go to the “menu” tab.
  • Select the “Register QuickBooks” option.
  • Type-in the “License Number” and “Product Number” in the information dialogue box, and then select the “Next” tab.
  • Choose the “Register Online” option.
  • Follow the on-screen prompts and complete the registration (in case the register option doesn’t appear, it means the software is already registered).

For QuickBooks Desktop 2016 and Earlier Versions

  • Intuit has discontinued the older versions before to the 2016 version. However, discontinued products can’t be registered for the first time.
  • The re-registering of discontinued items is possible if they were registered previously and their re-installation is going through. If you need a validation code, you can also contact us to receive it (Note: Charges applicable).

Note: The discontinued products are no longer provided any support.

Issues that occur with registering or activating QuickBooks Desktop

  • In case of the entered information is not being accepted, then you should check and ensure that the information entered is same you provided at the time of purchase.
  • If you face blank screen or error message or any other technical issue, you can try disabling (temporarily) your antivirus.

I hope you found this article helpful to activate your QuickBooks desktop. However, if you face any difficulties while installing and registering this software then you can consult with our Intuit certified ProAdvisors team that can help you in your troubles.

Still have any queries? Don’t worry our QuickBooks support team is available 24*7 and can be reached at +1 800 880 6389. The professionals are highly experienced and capable to resolve all accounting issues in no time.

 

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How to Use the Automated Password Reset Tool for QuickBooks Desktop?

How to Use the Automated Password Reset Tool for QuickBooks Desktop?

All about the use of automated password reset tool for QuickBooks desktop

QuickBooks have emerged as one of the best accounting software, available in the market today. In fact, it has made accounting easier than it used to be a decade ago. For being packed with powerful features, it has gained a lot of popularity and is being used by small and mid-sized businesses all across the world.

In this article, we will discuss in details about Automated Password reset tool for QuickBooks Desktop. This tool helps users to reset their lost or forgotten password so that they can access their QuickBooks company files.

Automated Password Reset Tool for QuickBooks Desktop

This Automated Password Reset Tool for QuickBooks Desktop is mostly used to reset QuickBooks Admin Password. This tool is helpful in the case you have lost the password or forgotten it.

The below mentioned details will be required when you try to reset password through the automated tool.

  • License Number
  • Contact Name
  • Phone Number
  • Postcode

Important Note: Your license number, e-mail address, phone number and postal code will certainly be verified against your business Registration record in our database. If any one of the parameters do not match the information we carry file for your business when you registered your product, after that the request will certainly fall short.

How to Use Automated Password Reset Tool?

The first thing to do is select the tool as per the version of QuickBooks used by you.

This image will help you out to find the right options to choose

Automated Password Reset Tool for QuickBooks Desktop

Step 1: It is very important to identify version of QuickBooks Desktop being used.

And below are the ways you should follow to determine the version that was used last.

  • First thing to do is find the ‘Product version‘ and release the numbers.
  • After this select the product from the list and try to learn how to check the version and then release the information and follow the given instructions.
  • QuickBooks Statement Writer: Select ‘Reports‘ and ‘QuickBooks Statement Writer‘ in QuickBooks.
  • Once the program opens select the ‘Help option‘ and then choose About ‘QuickBooks Statement Writers‘. In the About Window the version information can be found.
  • Merchant Services: Since QuickBooks used the ‘Merchant services‘ that’s why there is no version or release.
  • Point of Sale: Select ‘Help‘ then ‘Product Information‘. There will be information about the version or the release.
  • QuickBooks Basic or Enhanced Payroll: Choose ‘Employees‘ and then ‘Payroll Centers
  • Click on ‘Payroll‘ button
  • QuickBooks for Mac: Choose ‘Help‘ and the on ‘Product Information
  • QuickBooks Desktop: Click on ‘F2‘ to in order to open the Product Information Window

Important Note: You should have .Net Framework 4.5 installed to run the Automated Password Reset Tool.

Step 2: Choose the QuickBooks Desktop version which was last updated to, so as to open QuickBooks Company file

  • First choose the version from QuickBooks Desktop.
  • When registering QuickBooks enter the ‘license number‘ and business info and then click on ‘Submit‘.
  • Once done ‘Accept the agreement of license‘ and then hit the ‘Download‘ tab.
  • Click on ‘Download Now Link‘ in the next screen.
  • In the token number field enter the ‘Token number‘ which you have received in your email.
  • In the QuickBooks drop down menu choose your ‘version of QuickBooks‘.
  • Click on ‘Browse‘ to find the company file and then choose the ‘company file‘ for which you want to reset the password.
  • In the new password and confirm password fields enter the new password
  • And finally click on ‘Reset Password‘.

NOTE: If you are resetting the password for an Accountants Copy working file such as .QBA. After that you will need to type *.* in the file name box and press Enter. This will permit you to see and choose .QBA files.

The process of resetting the password is pretty easy but if you face any difficulty then seek assistance from our QuickBooks Support advisors. You can dial our toll free number for QuickBooks help .i.e. 1-(800)880-6389. Our Intuit Certified team will assist you in a better way.

 

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QuickBooks Desktop 2018 – What’s New & Improved Features in it

QuickBooks Desktop 2018 – What’s New & Improved Features in it

Checkout the Latest features of QuickBooks Desktop 2018

With the most recent QuickBooks version out in the market, you could be confused that you ought to upgrade to the most up to date version or not. In this article, we will have a quick glance of numerous benefits of using QuickBooks Desktop 2018 for different sectors.

Intuit has revealed the new and updated features for QuickBooks Desktop 2018. All the updated options are available on QuickBooks Pro, Premier, Accountant 2018 and Enterprise 18.0. The new QuickBooks desktop is the perfect Christmas gift for all users. This software concentrates on new and enhanced features that aid accounting professionals and their customers complete tasks with less effort.

The new software comes with a lot of upgrades in the existing features and in this article we are going to tell you all about the new and improved features in QuickBooks Desktop 2018.

QuickBooks Desktop 2018 version is available for business owners and professionals to use and meet their business goals. Like always, the new version consists of various advanced features. So, here in this article we will discuss about the latest and improved features of QuickBooks Desktop 2018. Also you will see what benefits you will get after upgrading the QB desktop 2018 edition.

Read Also: Install or Uninstall the Plugins in QuickBooks?

QuickBooks Desktop 2018 Features Available for Windows OS

Below we have listed those new features which are offered in all Windows variation QuickBooks Desktop 2018.

Multi-Monitor Support Level 3 data in QuickBooks Payroll Stay logged in preference Secure E-mail Support
Changes for QuickBooks Add-ons Payroll reminder badge in QuickBooks Payroll 2018 Additional columns for inventory Search in the Chart of Accounts
Internet Explorer Support Copy/Paste line item shortcut Cash/Accrual Toggle on Reports Valuation summary and inventory stock status reports
Mobile inventory scanner support (QuickBooks Enterprise Accountant and Enterprise Platinum Editions only) Enhanced sales order fulfillment with android app (QuickBooks Enterprise Accountant and Enterprise Platinum Editions only) Secure web mail Quickly merge duplicate vendors (QuickBooks Desktop Accountant and Enterprise Accountant editions only)
Payroll Liability Flag Additional PII encryption Security Updates for all editions of QuickBooks 2018 Past Due Stamp

New and Improved features of QuickBooks Desktop 2018

The main focus of QuickBooks Desktop 2018 is to save time and thus keeping this in mind the new features that users can enjoy.

Here we have listed those new and improved features which are available in all Windows version of QuickBooks Desktop 2018.

  • Multi Monitor Display
  • Past Due Invoice Stamp
  • Accounts Chart Feature
  • Copy/Paste of item shortcut
  • Inventory Valuation and Stock Status Report
  • Secured E-Mail support
  • Ability to stay Logged in
  • Liability Flag for Payroll

Available only on QuickBooks Desktop Accountant and Enterprise Accountant editions:

  • Feature to Merge Duplicate Vendor details

Available only on QuickBooks Enterprise Accountant and Enterprise Platinum editions:

Added feature of Mobile Barcode Scanning for Order fulfillment in QuickBooks Enterprise 2018

  • Available only to US users this is a new additional feature by Intuit in the updated version of the software.
  • It enables users to work with remote devices like bar-code scanner and connect them easily to the desktop or a laptop.

New Security features in all QuickBooks 2018 Edition

  • Security is one of the most important things to keep in mind while dealing with company files, information and important data. Thus, Intuit has updated the security features in all editions of QuickBooks 2018 as an added enhancement from their previous years QuickBooks Desktop Security Updated Hullaballoo.

More on PII Encryption

  • Unlike in the previous software the new QuickBooks Desktop 2018 comes with the feature of personally identifiable information (PII) that can be encrypted as well.

Security on Web Mail

  • Now save on work integrity with Intuit’s new feature that enables QuickBooks to securely work with web mail accounts.

Read Also: How to check the product version and release of your QuickBooks?

Latest version of Internet Explorer

  • For all users of the latest QuickBooks Desktop 2018, it is mandatory to use the most recent version of Internet Explorer for smooth functioning of all the features.

Changing QuickBooks Add-ons

  • In the previous versions of QuickBooks any third party app working with QuickBooks in the background had to change preference setting to keep the working connectivity with QuickBooks.
  • The newer version absolutely relieves you of such additional efforts.

Easy Payroll reminder in QuickBooks Payroll 2018

  • Reminding users for any upcoming payroll deadlines, the QuickBooks Payroll 2018 has the new and improved Payroll Reminder Badge feature.

Level 3 Data for QuickBooks Payroll user

  • This new feature in QuickBooks desktoop 2018 enables users with commercial credit cards to access level 3 data. It helps customers to trust and thus release fund easily.

Recent Changes, Improvements and Fixes in QuickBooks Desktop 2018

QuickBooks Desktop 2018 concentrates on new and enhanced features that assist accounting professionals as well as their clients total tasks with less effort. Understand the new and improved features:

Multi Monitor Display

QuickBooks desktop 2018 features - Multi Monitor Suport
  • Previously without the Multi Monitor Support users found it difficult to work on same QuickBooks file running on two monitors simultaneously. And addressing this issue, the new QuickBooks Desktop 2018 comes with a very interesting feature that allows users to work on Multiple monitors at the same time.

To enable the Multi Monitor display, click on the View Menu => and then switch to Multi Monitor Mode.

  • It improves work efficiency besides saving time.

Past Due Invoice Stamp

The new feature in QuickBooks desktop 2018 has the Past Due Stamp for all the Invoices as well as on the display message on the viewing copy of the GUI.

QuickBooks desktop 2018 features - Past Due Invoice Stamp

With this feature upon re-sending copies of past-due invoices to the customer, the system automatically notifies you that they are past due. However, this feature can only be used in QuickBooks invoice when you turn it on through the following steps.

  • Create a New Invoice option.
  • Select Formatting
  • Select Templates
  • Click on the lower left Template drop down menu and select Edit Templates
  • Click on the “Print Past Due Stamp” option

Charts of Accounts Feature

The new QuickBooks 2018 comes with the Chart of Accounts of feature that helps users to easily locate and open a selected chart of account or sub-account with the help of only the account number, account name.

To use this feature just follow the following steps as:

  • Go to Lists and select the Chart of Accounts
  • Go to the Search Box at the top left of Chart accounts list
  • Type a portion of account name or number
  • Click on the Search Button to generate Accounts Chart

Cash and Accrual Toggle for Reports

To easily toggle between displayed reports on the basis of Cash or Accrual, the new QuickBooks Desktop 2018 comes with the Cash/Accrual Toggle. This helps to view QuickBooks report on the basis of cash very easily as all reports are computed and displayed on an Accrual Basis by default.

Also for the summary report you can change the settings in which you would like to display the report and graphs.

Enhancing the Inventory Reports Customization

QuickBooks desktop 2018 features - Enhancing the Inventory Reports Customization

By far one of the best updated features in QuickBooks 2018, this recent update allows users to easily add or remove columns from the Inventory Reports within QuickBooks Premier and QuickBooks Enterprise solutions.

This also helps in Inventory Valuation Summary, detailing of Inventory Valuation, sort inventory status by Item reports and Assembly Shortage by Item report in QuickBooks Enterprise.

Security on Web Mail

QuickBooks desktop 2018 features - Updated Email Security

The new QB desktop 2018 update allows users to send emails over Gmail, Outlook, Hotmail, MSN and Windows Live accounts securely, thereby improving work efficiency and multi factor authentication.

To use this feature just follow the steps as:

  • Go the Menu Bar and click on Edit button
  • Select Preferences
  • Click on Send Forms and then My Preferences
  • Select the Webmail option
  • Select “Use enhanced security” setting while setup

To complete the Set Up users need to have their Intuit Id and Password.

Ability to stay Logged in

QuickBooks Desktop 2018 comes with the new update that allows users to stay logged in to their QuickBooks account without having to enter user id and password every time they open or switch company files.

To use this feature the following steps are:

  • Go to the Company and then click accountant
  • Select Manage Login Settings and click on “Keep User logged in for.
  • Specify the time period from the option range from up-to two days to 90 days.

Better Sales order fulfillment with Android

For enhanced sales order fulfillment on worksheet and connectivity with a portable bar-code scanner, QuickBooks 2018 has now improved compatibility with Android App. So if you are using sales order and need to quickly access your warehouse pick list or improve speed and accuracy then this feature would be very useful.

Mobile Inventory and Scanner Support

One of the best features to have been added in QuickBooks 2018 that helps you save time, reduce manual error and make quick business decisions with real-time inventory data.

To use this feature just follow the below steps:

  • Install QuickBooks Desktop Warehouse Mobile app on your Android device.
  • Connect Mobile Bar Code device or Android phone to QuickBooks Enterprise with Advanced History via a Wireless network.
  • Create Vendor record for each Warehouse picker and assign new vendor type: Warehouse User.
QuickBooks desktop 2018 features - Mobile Inventory
  • Enterprise Users With Advanced Inventory Can Enable Mobile Scanners

Quick Merging of Duplicate Vendor details

To avoid confusion and combine up to four vendors under a master vendor and update information as required, the new feature allows quick merge of duplicate vendor details. This helps in saving a lot of time in vendor management as well.

QuickBooks desktop 2018 features - Quick Merging of Duplicate Vendor details

But before you merge Vendor details make sure that:

  • Your Company files are used by Single User
  • You are Not working on Accountant’s Copy File.
  • Multi-Currency is turned OFF.
  • The Vendor you want to merge have NO: tax authorities, Tax exempt, Online Banking payment and Direct Deposit Vendor.

Follow the below steps to Merge Vendors:

  • Open the Merge Vendors Window.
  • For Accountant Edition: Select Client Data Review from the Accountant Menu and click on Merge Vendors.
  • For QuickBooks Desktop Enterprise: Select the Accounting tools from the Company Menu and click on Merge Vendors.
  • On the Merge Vendor’s Window, click on the vendors you want to merge.
  • Select a Master Vendor.
  • Click Yes on the confirmation prompt and then OK on the merge complete window.

QuickBooks Accountant Desktop 2018 to Prior years – A Quick Comparison

Key Features by Version Year2018201720162015
Quickly merge duplicate vendors
Search and sort to identify duplicate vendors,
designate the master vendor, and merge up to four records at a time.
 ✔
Increase productivity with Multi-Monitor support
Increase your efficiency and visibility into your
QuickBooks files through multi-monitor viewing.
 ✔
Search faster within Chart of Accounts
Quickly find an account by typing in the full or partial account name or number in the search box.
 ✔
Complete tasks quickly with keyboard shortcuts
Copy and paste whole lines in invoices and elsewhere
with Ctrl+Alt+Y and Ctrl+Alt+V.
 ✔
Easily switch between cash and accrual basis
With one click in the report window you can switch
between cash and accrual basis
 ✔
Stay on top of deadlines with Payroll Liability
Reminder (Payroll-Only): Get reminded of various payroll liabilities, like federal and state payroll taxes, and workers’ comp.
 ✔
Save time with easier, faster search
Search for transactions using a range of values instead of exact amounts, and allow QuickBooks to
auto-fill partial search terms for you.
 ✔ ✔
Improved report filters
Easily see which filters have been applied to a report,
reproduce memorized reports, and toggle back and
forth between reports.
 ✔ ✔
Easily view credit card charge statuses
Quickly see if a credit card charge or refund has
cleared, without having to check reports or the
register
 ✔ ✔
Get more detail on deleted users
Give clients a more detailed audit trail by easily
tracking and matching transactions back to deleted
users
 ✔ ✔
Delete or void transactions in bulk
Easily filter transactions to see which ones are linked,
and find the right ones to delete or void.
 ✔ ✔ ✔
Help clients manage vendor expenses
Track all vendor-related bills conveniently and
efficiently in a single window.
 ✔ ✔ ✔
Accountant Toolbox
Unlock access to powerful accountant tools on-thego.
 ✔ ✔ ✔ ✔
Send Portable Company File
Clients can send you a portable company directly
from QuickBooks. No more technical support.
 ✔ ✔ ✔ ✔
Insights on Home Page
See a snapshot of the health of your client’s business
so that you can make insightful recommendations
 ✔ ✔ ✔ ✔
Time and Expenses block in Income Tracker
View unbilled hours and take immediate action.
 ✔ ✔ ✔ ✔
Send Multiple Reports in Email
Easily choose and attach multiple reports in one
email.
 ✔ ✔ ✔ ✔
Enter multiple transactions at the same time
Batch-enter checks, deposits, or credit card
transactions on one screen.
 ✔ ✔ ✔ ✔
Let clients access journal entries with a click
Email journal entries from QuickBooks with ease and
let clients import them with a single click with Send
General Journal Entry.
 ✔ ✔ ✔ ✔
Send files securely
Send Accountant’s Copy files through secured Intuit
servers with Accountant’s Copy File Transfer Service.
 ✔ ✔ ✔ ✔
Find and Fix errors fast
Find and Fix client entry errors faster with Client Data
Review
 ✔ ✔ ✔ ✔
Take a cross-edition expedition
See what your clients see with instant access to all
QuickBooks editions in one software package.
 ✔ ✔ ✔ ✔
Make asset management your best asset
Stay on top of acquisition, depreciation and disposal
with Fixed Asset Manager.
 ✔ ✔ ✔ ✔
Find all your balances in one place
Gather beginning balances, period transactions and
adjustments, and ending balances for any time frame
with Working Trial Balance.
 ✔ ✔ ✔ ✔
Free features and improvements. ✔ ✔ ✔ ✔

Conclusion

The latest version of QuickBooks desktop 2018 is perfect for business and really ease to use. It comes with the best features to manage your business efficiently, more securely and with minimum human error. 

Although if you are an accounting expert and professional in this field and want to test this new product, you should surely try the latest released version 2018 of QuickBooks. For more information you can contact to our QuickBooks toll-free number that is 1800-880-6389.

 

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