Learn how to setup Email in QuickBooks Desktop Pro
QuickBooks is excellent accounting software and it’s best for mid-size business working and delivering till its fullest capacity. QuickBooks Desktop Products have many options like integrating your email with Outlook, Web-mail and QuickBooks mail. If you are currently using Google mail and you want to choose the webmail option but now cannot get it done with Google mail. Here, in this post, we have discussed how you can setup Email in QuickBooks desktop.
Configuration of your email service with QuickBooks desktop
You usually have various options for Email integrations like Webmail, Outlook and QB Email when you work with QuickBooks Desktop products. There is a chance that some people cannot get it to work with Gmail.
QuickBooks Email Options:
There’s a chance that you see all three options for Email in your QuickBooks Desktop preferences. Several versions of QB do not provide all three and even if you have a version which supports all three versions you might not see all the options on some particular computer installations.
WebMail- It was introduced by QuickBooks in the year 2011 and it allows you to connect via Gmail, Yahoo email or your own web-based email service.
Outlook- Outlook support is only there if you have already installed Microsoft Outlook on your computer. It is preferred email integration as it provides the greatest degree of control.
QuickBooks Email- It is least favourable. It is dependent on Intuit mail servers plus they don’t own web-based email services.
In the updated version of QuickBooks you can work out with Secure Webmail for an easier connection to your Email service provider and reliable on your QB Desktop version and it’s only vacant for some providers.
2019: Left for Gmail, Yahoo Email, Hotmail and AOL like Mozilla
Thunderbird Email Client.
Note: Supports simple text version in Mozilla.
QuickBooks 2018: Available for Gmail and Hotmail/Live clients in the US, Canada and UK.
2017 R5 and newer- It is available for Gmail users in the United States.
QuickBooks 2017 R4 and older- Secure Webmail not vacant for its version.
To setup a Secure Webmail:
Initially, select ‘Preferences‘ and then click on ‘Send Forms‘ from the QuickBooks ‘Edit‘ tab.
Choose the ‘Webmail option‘ and then select the ‘Add button‘.
Now, choose your provider from the drop-down list and then input your ‘email address‘.
Make sure that ‘Enhanced Security‘ checkbox is marked.
Click on ‘OK‘ button.
When asked, sign in to ‘Intuit Account‘.
On the screen, you’ll see webmail provider login page.
Sign in and then select ‘Grant Intuit Access‘.
Firstly, you have to ‘create a new Outlook email profile‘
If you have Outlook accounts then move to the Next Step.
Select the information to configure Outlook as your Email client.
Incoming email server address
Incoming email server type
Outgoing email server address
Quick tip: You can contact your Internet Service Providers for the above given information.
Set up Outlook in QuickBooks.
Quick Tip: Want to see Outlook is missing in QB Desktop Send Form preferences if Outlook is unavailable in your QuickBooks.
Select Preference and then select Send Forms from the QuickBooks Edit menu.
QuickBooks Desktop will ask you to enter your webmail password the first time you send an email using regular webmail unlike with Secure Webmail.
If you have issues in open account by password in QuickBooks Desktop and note that webmail providers require the user to confirm configuration for two-step verification.
Fox Cox user: When we send email, the standard SMTP setting of Cox then uses SSL or login information. QuickBooks needs login credentials and prefers SSL connections and hence, use port 25. Use SSL with such alternatives port 587 or 465.
For CableOne users: Make use of these credentials as CableOne uses Google servers.
Learn how to use your QuickBooks Desktop from home and your office:
Nowadays, QuickBooks software is one of the most reliable and trusted accounting & financial management software for the business. QuickBooks accounting software offers some beneficial and unique features that are especially built-in to deliver the best accounting experience to the users. The simple UI of the QuickBooks adds more to its value as a non-technical or non-accountant can also use it easily. With the businesses going global and an increasing number of users getting inclined towards working from a remote location, the need for remote accessibility of accounting data has grown exponentially. In this article, we are going to provide the best of our knowledge to access the QuickBooks desktop remotely or QuickBooks remote access. Also you can ask your queries directly to our accounting experts by dialing our QuickBooks enterprise solutions help number i.e. 1-844-405-0907 to save you time and efforts.
Just because of these spectacular reasons, QuickBooks software covers almost 73% of the accounting & bookkeeping market sphere in the United States. We all wonder and want to know how to access QuickBooks desktop remotely as at sometimes we can’t operate on the desktop. We will be discussing the facts associated with QuickBooks remote access in this article in detail.
In simple words, QuickBooks Remote Access is one of the safest and most secure server with the help of which the users can access the system from any other computer with an Internet connection. QuickBooks Remote makes it easy for the users to access the QuickBooks, email, and other programs & documents regardless of place and time. It also allows the users to transport a file or folder between machines. Without any difficulty, QuickBooks remotely allows to print the documents from a remote computer to a local printer.
Advantages of QuickBooks Desktop Remote Access
With the help of WebEx tool that supports online meetings & communication services, the user can easily and swiftly access the QuickBooks software from anywhere, at any time.
The user can import/export a QB file or a whole folder from one system to another and vice versa
Also, this software saves the traveling time and office infrastructure cost for accounting purpose
Another benefit that it offers is that Copy & Paste among remote machine and local PC’s is possible
It is possible for the users to effortlessly and smoothly print, from the remote system to a local printer
Client or managers can without any hassle track or trace the activities or actions of the accountants
Lastly, one of the basic purpose served by this accounting software is that multiple users can work together on the same QuickBooks file
QuickBooks Remote Access Cost
The user will have to pay for the QuickBooks Remote Access software. As it is not free..! It is accessible in two different versions.
What are the supported Remote access options for QuickBooks?
Hosting QuickBooks Desktop on Cloud: The very first option is hosting QuickBooks desktop on cloud, as Authorized hosting of QuickBooks desktop software on any third party servers is now permitted by Intuit. The authenticated users can access the QuickBooks installed on the server of hosting providers from anywhere via Internet.
Using QuickBooks remote access tool: This option is suggested by the experts as this tool can easily connect to the remote system that has the QuickBooks accounting software installed in it. The basic tasks such as copying files from local to remote and vices versa, printing files using local printers, accessing QuickBooks data folders and files remotely, etc. can be smoothly performed by this tool.
Switching to QuickBooks Online: The third and the last option that the users have is to switch to QuickBooks online (QBO) from QuickBooks desktop. For the ones who don’t know what is QuickBooks online, it is basically a solution from Intuit working entirely on cloud and increasing efficiency of the software. The user can access QuickBooks from any device that has an internet connection.
After that Log-in the account credentials such as registered mail ID, password, etc. on the QuickBooks Remote Access website. It should be noted that before login, the user should launch the Web browser on the system through which he/she needs to access the QuickBooks software remotely
Once done with that, download the remote access tool installation file, followed by tapping the “Setup computer” icon
Now, in the “Nickname” field, the user has to type in the System nickname, and then tap on to the “Next” icon
Moving ahead, the user is supposed to tick the checkbox next to the options to initiate each time a remote session is logged in. The options include: “Automatically reduce screen resolution to match”, “Use full-screen view by default”, “Disable this computer’s keyboard and mouse” and “Make this computer’s screen blank”
Jumping on to the next step, the user is supposed to tick the checkbox next to the applications, in order to attain access remotely on this system
Click the “Next” button
Coming to the end of the process, the user needs to tick mark the box for the authentication option to use. In that case the user can enter a passcode or can also use a phone number. When he/she accesses QuickBooks desktop remotely, the passcode option permits to enter the passcode on the login page. The phone number option needs that the tools call the user, and then prompt for accessing the code each time.
In this process, the very first step is to launch the Web browser on the system. After that log in to the account via the QuickBooks Remote Access website.
The user is then required to check out the box that was used earlier to define the system nickname. After that hit the “Connect” icon.
The user is required to authorize the desktop by using the password or by means of phone authentication. In case the remote tool calls the user and prompts for passcode. Then the user is supposed to enter the passcode on the phone.
To end the process, hit the “Remote Access” drop-down menu, followed by opting for “End QuickBooks Remote Access Session” .
With this we come to the conclusion of this post, and we expect that information that we have tried to convey with the help of this article might help the user in accessing QuickBooks desktop remotely. If in case, you are having any queries or facing any kind of difficulties – you can contact our QuickBooks certified experts and technicians at our toll-free helpline number i.e. +1-844-405-0907.
Our QuickBooks ProAdvisors will look forward to your concern and provide you a feasible solution for your all accounting problems. Thus, do not hesitate in talking to our technical support team.
Comprehensive Guide to merge Vendors in QuickBooks
QuickBooks accounting software is packed with features and functionalities loved by entrepreneurs all across the globe. This software comes with manifold constructive features, and one such feature is allowing the users to merge vendors. As per the latest feature of QuickBooks, the user can merge up to four vendors at a time with much ease.
We have come up with this blog with an aim to answer some of the most commonly asked questions such as: Can I merge Vendors in QuickBooks? How many vendors can be merged in QuickBooks? How to merge vendors in QuickBooks? What do you mean by merging vendors in QuickBooks? If you are also having any such query, then stay tuned with the article and clear all your clouds of confusion. However, for expert assistance, you can also reach out to our QuickBooks support team by dialing our toll-free number .i.e. +1-844-405-0907.
Many QuickBooks users doubt, whether it is possible to merge vendors or not. Well, it is very much possible to merge vendors in QuickBooks. The process of merging vendors permits the users to consolidate all the transactions. The best part is that the users are not required to enter the transactions over and over again, one after the other. The merging process basically deletes one vendor and at the same time, reassigns the entire relevant data to the other vendor. Once these steps are completed, it should be noted that things can’t be reversed. This means that everything is permanent, from deletion of one vendor to transfer of the data to another.
Points to remember before beginning with the merging procedure
Well, before you begin with the merging procedure, it is better to update yourself with certain pointers that you should definitely keep in mind. To make it easier for you, we have jotted down a few of them:
Always ensure that you are in single-user mode, and if by any chance you are using the multi-user mode, then don’t think much simply switch to the single-user mode.
The next point that requires your attention is to turn off the Multi-currency feature.
The user is also required to ensure that he/she is not merging paid through online banking vendors, tax authorities vendors, and also the direct deposit vendors.
Another matter to be considered is that the merging process can’t be reversed once performed. Thus, double-check before merging the vendors and ensure that you are merging the accounts that are really needed to be merged.
Lastly, the only way to undo a merge is to restore the backup of the data file.
To begin with, the user is required to access the merge vendors window
There can be two alternatives, one for the QuickBooks Desktop Accountant Edition: In this, the user has to visit the Accountant menu and then select the Client Data Review, followed by visiting the Merge Vendors option
And for QuickBooks Desktop Enterprise, the user has to visit the company menu and then select the Accounting tools, followed by visiting the merge vendors option.
Moving ahead, in the merge vendors window, select the vendors to be merged, and then tapping on to the Next option.
Now, select the Master Vendor option and then click on the Merge option
The last step is, on the confirmation prompt Yes, on the Merge Complete Window, the user is required to select the OK option.
Merging vendors in QuickBooks Desktop 2018 and below
The very first step is to select the Vendors menu and then opt for the Vendor Center.
Moving ahead, the user is required to right click on the Vendor’s name to keep, followed by selecting Edit Vendor.
Now, the next step is to copy vendor’s name.
After that, tap on Cancel option to return to vendor center.
After following the above steps, the user is required to right click on vendor’s name to merge, and then choose the Edit Vendor.
In the next step, the user needs to replace the vendor name with one copied, and then selecting the OK option.
The last step is to tap on to the Yes option, at the time when a prompt is displayed to proceed to merge.
With this we come to the end of this article, with the hope that this article might be helpful to you in any manner. By following the above-scribbled steps, the user can easily merge vendors in QuickBooks.
However, if you are finding difficulty in merging vendors, even after following the above steps, then all you need to do is dial our toll-free number .i.e. +1-844-405-0907, and our QuickBooks accounting and bookkeeping experts and highly qualified professionals will be there to assist you in a single call. Do not hesitate to call our technicians anytime, as they remain active round the clock to provide the best possible services to our clients.
When a user is working on QuickBooks software, there comes a time when he wants to transfer the QuickBooks from old computer to new computer. There can be any reason behind this decision. A user can easily use the migrator tool to transfer QuickBooks software from his old to new computer with maximum three files, and if the user is using a US version of single-user QB desktop. When a user wants to do this, he should follow the steps below to reinstall or move the QB Desktop installation:
How to transfer QuickBooks from one computer to another using Migrator Tool?
Migrator tool is one of great features of the QuickBooks software. A user can complete the process of transfer in just few clicks due to this feature only.
How does migrator tool work to transfer QuickBooks from one computer to
Migrator Tool is also known as Move QuickBooks tool. This tool can be accessed only if you are an Admin user. You will need to create a complex password and need to remember it by writing it somewhere, however, it is required only once.
The migratory tool will allow you to copy max three company files in the USB flash drive along with the supporting documents. Pen drive will physically move the files and the migratory tool will do technical work in background. The tool will also download the right version of QuickBooks Desktop in the new computer and will aid in setting up all the files.
Note: Using migratory tool will not delete any file or reformat your system.
Requirements of migratory tool to transfer QuickBooks to new computer:
There should be internet connection to new computer.
Pen drive should have good amount of empty space. Free space around 150-200 MB is required usually.
Data which gets copied through migratory tool while moving QB to new
All the data required to run QuickBooks Desktop gets copied, however, the list is as below:
Version and other QB Desktop details
Recent company files- max 3 files with supporting documents
All other related files and custom templates and forms
QuickBooks is the largest accounting software working for the various business owners and serving them with the best facilities for bookkeeping and maintaining accounts. For years, QuickBooks has always proved to be a notable tool for all users. QuickBooks has always been a trustworthy software that ensures full safety to the transactions in the accounts. Not only this, but it also has highly advanced and new features for making the work simpler. In this article, we will learn how to record vendor refund in QuickBooks desktop. You can learn the various processes to record the refund in QuickBooks appropriately just by following the procedures given in this article.
These are the best solutions and procedures to record vendor refund in QuickBooks Desktop. We assure you that following these steps according to your needs will definitely make the process easier. We recommend you to talk to our professionals for any other query that you face during the procedures. However, you can anytime contact us at 1-844-405-0907 and make the use of our QuickBooks enterprise support expert’s knowledge and get the relevant solutions for all types of issues related to QuickBooks.