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How to install QuickBooks desktop on two computers?

How to install QuickBooks desktop on two computers?

It is a common question amongst people that whether they can install QuickBooks on two computers or not, and the answer to this is yes. It is possible to synchronize QuickBooks on two or more computers with the help of multi-user mode features. Using this feature more than one person can work on a single company file at the same time. This saves a lot of time and makes a business highly productive. One can install QuickBooks on multiple computers by performing certain set of steps. This particular feature of QuickBooks is helpful when the company has a large number of employees and every employee requires access to QuickBooks.

It should be noted that there are three versions of QuickBooks desktop which allow the different number of users to work on the same file at the same time. These versions include QuickBooks desktop, QuickBooks desktop pro, QuickBooks desktop enterprise. Each of them offers 3, 5, and 30 respectively. Before performing the steps to set up multiple QuickBooks, it is essential to ensure to have l a separate licensed copy of QuickBooks installed in all the systems in which you want to run QuickBooks simultaneously on two computers. To know more make sure to read the article carefully till the end. Or contact us at +1-844-405-0907 and let our experts handle the situation for you.

Also Read: Can I Install QuickBooks Pro on Multiple Computers?

Steps to setup and install multi user network or QuickBooks desktop on two computers.

The below steps can be performed to successfully set up and install multiple user network in QuickBooks.

Step 1: Install QuickBooks on two computers

On a multi-user network, one system hosts your company files. This is your server system. All other systems connected to your network that doesn’t host your company files are known as workstations.

  • The very first step is to download QuickBooks on your server system.
  • After that click on custom and network install for the install time type
  • And then click on I’II be using QuickBooks Desktop on this computer option, And I’ll be storing…if you have the required full version of QuickBooks Desktop on your server system.  Either you just want your server system to host your files, then click on I Will Not Be Using QuickBooks Desktop on This Computer.
  • Perform on screen steps to install

Map network Drive-in window

Map Network drive

Steps to follow to put your files on a mapped network drive:

For Windows 8/10:
  • The very first step is to search for this pc in the windows search bar and choose the same
  • After in the computer tab option, choose map a network drive
  • The user should then choose any unused drive and also select browser
  • The next step is to head to the network location where the company file is placed
  • It should be noted that if you are unable to map a network drive using the UNC, then try using the IP address of the server.
  • And then hit ok tab
  • And reopen QuickBooks company file from the new mapped drive
For Windows 7:
  • The user needs to first choose Computer, in the Start Menu.
  • After that select the Tools menu then click on Map network drive. If you don’t find the Tools menu, then press the Alt key to show the menu bar.
  • The next step is to choose any unused drive letter then select Browse.
  • And also head to the network location where your QuickBooks company file is saved.
  • The next step is to hit ok tab to finish
  • And the new drive will appear as a network drive
  • Now, reopen QuickBooks company file
  • And now it is easy for you to access your QuickBooks company file from any other drive or system

Also Read: What is QuickBooks Enterprise Solutions Benefits & Features?

Step 2: Set or Change Folder Permission

Changing folder permissions in windows to install quickbooks on two computers

The user needs to perform the steps to set up folder permissions on the server system. And also ensure that the folder having the company file is on the network

Important points to remember

  • Be particular while performing the steps
  • Ensure that the installation directory have the right permission
  • In case you are running Microsoft Windows Home Edition, then the security tab will not be available in normal mode in it. Thus, you need to restart your system in Safe Mode to complete the process.
This can be done by performing the following steps:
  • The very first step is to restart the system, and then press F8 to open Advanced Boot Window.
  • Now choose Safe Mode on the Advanced Boot window, and press Enter.

Also Read: What is QuickBooks Desktop?

Set up folder and Windows access permission to share company file:

  • Ensure that the permissions are given correctly
  • And then right click the company folder to choose properties
  • After that click on Advance, on Security tab
  • Now, choose QBDataServiceUserXX and click on the Edit option
  • The user needs to ensure that the settings are set to Allowed
    • Traverse Folder/ Execute File
    • List Folder/Read Data
    • Read Attributes
    • Read Extended Attributes
    • Create files/Write Data
    • Create Folders/Append Data
    • Write Attributes
    • Write extended Attributes
    • Read Permissions

In case the permissions are not set properly then follow these steps:

  • The user needs to first right-click the company file folder and hit on Properties tab
  • Now, click on Security and choose Edit
  • Go for QBDataServiceUserXX and click on Full Control, then Allow.
  • Hit Apply option, then OK.

Change Folder Permission

  • The very first step is to open File Explorer (Window+E)
  • After that head to the parent folder, and choose the Properties option.
  • It should be noted that these steps are to be performed for every folder on the list but all folders may not apply to each installation as they apply to a particular version of QuickBooks Desktop
    • C:\Program Data\Intuit\Entitlement Client\v8
    • C:\Program Data\Intuit\Entitlement Client\v6.
    • C:\Program Data\Intuit\Entitlement Client\v5
    • C:\Program Data\Intuit\Entitlement Client\v3
    • C:\Program Data\Intuit\Entitlement Client
    • C:\Program Data\Intuit\QuickBooks Enterprise Solutions X.0 (X = version) or C:\Program Data\Intuit\QuickBooks 20XX (XX = year)
    • C:\Program Data\COMMON FILES\INTUIT
    • C:\Users\Public\Public Documents\Intuit\QuickBooks\FAMXX (XX = year) C:\Users\Public\Public Documents\Intuit\QuickBooks\Company Files
  • After that, on the Security tab, click Everyone.
  • It should be noted that in case Everyone option is not listed in Group or User Name box, choose Add and type in Everyone, then go for OK.
  • The user needs to choose Full Control, then pick Apply and OK
  • After that choose Everyone on the Security tab

Note: If for any reason Everyone is not listed in Group and Username box, then need to select Add and type in Everyone, then choose Ok.

  • And tap on Full Control and click on Apply then Ok.
  • Set Windows access permissions to share company files
  • Ensure that the QuickBooks has the right access permission that can help in getting rid of future issues while working with your company files across the network.
Windows 10, 8 and 7
  • The very first step is to press Windows+E to open File Explorer
  • After that right-click that folder contains your Company file.
  • Now choose Properties option,> then Sharing > Share Add.
  • The next step is to choose the QBDataServiceUserXX that corresponding to your version.
  • In order to access full control over the file set the permission level.
Windows 8.1
  • The user needs to initially take control of the file
  • Now, choose the folder for taking ownership of and choose Share.
  • Head to Advanced Security > Change > Advanced > Find Now.
  • Now, go for the user and hit OK.

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Steps to Grant Full Control

  • The user needs to choose the folder and then Share option.
  • After that head to Advanced Security option> Add > choose a principal.
  • Now hit Advanced option> then Find Now.
  • And go for the user and click OK
  • Opt for Full Control and OK.
Windows Server 2012

Before heading to the steps further, ascertain that the File and Storage Services are installed.

  • The user needs to then press Ctrl+R to open Run Command
  • Now, enter in ServerManager and click OK.
  • And also head to file and Storage Services > and then Shares.
  • Now, on the Task drop-down, select New Share. A list of File Share Profile shows. Y
  • The next step is to hit SMB Share – Quick.
  • Now, in share location selection, go for Type a custom path > Browse to locate the folder you wish to share.
  • And then choose the folder > then hit Next.
  • In order to find out more, head to the setting up a folder and windows access permission

Step 3: Install Database Server Manager (Verify an existing setup)

Download and install quickbooks database server manager

The user needs to make use of the QuickBooks Desktop Manager to verify an existing setup. And also, to scan the company file in the system where the file is located. The user should ascertain that the database server manager is installed in the system, as it will help the user to share the company files with other systems over the network.

Step 4: Set admin rights to install QuickBooks on Two Computers

When the user signs in with the user account, it is essential to ensure that the account has Windows admin rights and the Database Server Manager has admin rights.

Step 5: Using Database Server Manager

When the install process ends, the user is suggested to use Database Server Manager to scan the folder that holds your company files.

Once the process ends the file in the “QuickBooks company files found” will be seen. The user can access the company files in these folders through other systems via a network.

Step 6: Turn on hosting

Steps to turn on hosting in QuickBooks

All the steps are now performed to complete the set up outside the QuickBooks, now the user needs to only turn on Multi-user Access on the server. However, ensure that the server system should be only in which this feature is turned on.

  • The user should head to the QuickBooks desktop
  • And then head to the file menu and navigate to utilities tab
  • Once done with that click on host multi user access and click on yes to confirm
  • The user can now easily host your company files through your network.
  • Whenever the user wishes to access the multi-user network, all that is needed is a sign-up as a user with admin rights in the server system and workstations.

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Steps to Install QuickBooks on Two Computers

The user can try performing the steps below to install QuickBooks on a second system.

  • The very first step is to open your second computer and install QuickBooks Desktop software.
  • After that head back to your older/first computer and create a backup copy of your company file.
  • In case they are connected, copy the backup file to your new one via flash drive or another external device or network.
  • And now restore all the backup data on your new PC.

This brings us to the end of the article, where we hope that the information shared above might be of some help in installing QuickBooks on two computers. However, if you are unable to perform the steps above or need our assistance at any point in time, then feel free to contact our team professionals at +1-844-405-0907, and they will provide you with immediate support services.

Also Read: QuickBooks Error Code 1601, 1603 and 1642

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Also Read: How to Reinstall QuickBooks by Using Clean Install for Windows?

How to Setup Firewall configuration for QuickBooks desktop Point of Sale ?

How to Setup Firewall configuration for QuickBooks desktop Point of Sale ?

A firewall is network security device or security software which is specially designed to obligate the unauthorized access based upon certain sets of the rule. Irrespective of the firewall location, whether it’s present on the server or computer, it can easily capable to block/stop the communication between the QuickBooks Point of Sale company data & computer.

The Point of Sale utility is comprised of the ability to automatically detect & configures the firewall if it finds that the connections are blocked. Although, there are many time when the firewall required to configure manually by the users.

In this post, we are going to discuss about how a QB user can configure the firewall for QuickBooks Point of sale by their own. While going through manual configuration, the users should read the manual provided by the firewall program. So that they can perform the configuration accurately.

Firewall Configuration - Screenshot

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Processes that is Interrupted by the Blocking of QuickBooks POS

Below are few programs that will be interrupted when the security program blocks the QuickBooks Point of Sale utility:

  • Electronic Funds Transfer: Processing of the Intuit’s Merchant Credit Card
  • Database Server Manager: Capability to connect & record transactions/changes to the company file
  • Intuit Entitlement Service: Product license & user validation

Most of the time Point of Sale automatically configure the firewall for you whenever the connectivity gets blocked. However, few-times you need to configure your firewall manually. If you are going to configure your firewall application manually, you should review the appropriate sections of the manual that has provided with the firewall program.

Read Also: How to Fix QuickBooks Error Code 80040408?

Steps to Configure Manually Windows firewall for QuickBooks Point of Sale?

Points to Remember:

  • Firstly, You should have the authority on ‘Windows Administrator‘ rights to perform.
  • Ensure to add the required ‘Firewall ports‘ & ‘Executable files‘ for the Point of Sale utility (In case, the firewall security is a third-party program).
  • It is recommended to contact the developer of the 3rd party program to know – How to add port & file exemptions.

Manual Steps to Configure the Windows Firewall

  • First of all, You need to Press ‘Windows+R‘ keys, the ‘Run‘ command will open.
  • After that, Type ‘Control‘ & hit the ‘OK‘.
  • The ‘Control Panel‘ will appear.
  • On the right upper corner of the display, set the “View by” to Small Icons.
  • Now Choose the ‘Windows Firewall‘.
  • After that Choose the ‘Advanced Settings‘.
  • Select the ‘Inboundoption there.
  • Now Click on the ‘New Rule‘.
  • Choose the ‘Port‘, and then Hit the ‘Next‘.
  • Type the numbers of the ports, and then hit the ‘Next‘.
  • Choose ‘Allow Connection‘, and then select the ‘Next‘ option.
  • Give a certain name to your firewall rule, and then finally press the ‘Finishbutton.

See Also: Resolve QuickBooks error code 12031

Point of Sale Firewall ports, files and location

These are the necessary ports for Point of Sale firewall configuration

PortPort Numbers
TCP(Incoming)8040, 8443, 443, 2638, 46203, 46216 – 46220, 46225, 46228, 8024, 8025, 8035, 8036
UDP(Outgoing)2638, 8024, 8035, 8036

Executable Files, Processes and Paths

See the table below for a list of ports and which program files access them.

Default PortProgram FileWhen Accessed
443EFTSvr.exeThroughout operation

Merchant Service transactions
8443EFTSvr.exeThroughout operation

Merchant Service transactions
QBDBMgrN.exe QBPOSDBServiceEx.exe
Conversion from previous version

Changing currently running database  


Detecting change to QBDatabases.ini

Help > Manage my license

Throughout operation
46203,46204EFTSvr.exeQBDBMgrN.exe   QBPOS.exe Throughout operation

Changing currently running database
8024, 8025QBPOS.exeSetup.exeWeb installation

License verification  

Throughout operation

File Locations

Note: In the following paths, XX is the highest number version you see.

Windows 10, 8, and 7 (64-bit):
Eftsvr.exe (versions 9.0 and lower)C:\Program Files (x86)\Intuit\QuickBooks POS XX\
DataImporter.exeC:\Program Files (x86)\Intuit\QuickBooks POS XX\
QBPOS.exeC:\Program Files (x86)\Intuit\QuickBooks POS XX\
QBPOSShell.exe (versions 10.0 and higher)C:\Program Files (x86)\Intuit\QuickBooks POS XX\
QBDBMgr.exeC:\Program Files (x86)\Intuit\QuickBooks POS XX\DatabaseServer\
QBDBMgrN.exeC:\Program Files (x86)\Intuit\QuickBooks POS XX\DatabaseServer\
QBPOSDBService.exeC:\Program Files (x86)\Intuit\QuickBooks POS XX\DatabaseServer\
Windows 10, 8, and 7 (32-bit):
Eftsvr.exe (versions 9.0 and lower)C:\Program Files\Intuit\QuickBooks POS XX\
DataImporter.exeC:\Program Files\Intuit\QuickBooks POS XX\
QBPOS.exeC:\Program Files\Intuit\QuickBooks POS XX\
QBPOSShell.exe (versions 10.0 and higher)C:\Program Files\Intuit\QuickBooks POS XX\
QBDBMgr.exeC:\Program Files (x86)\Intuit\QuickBooks POS XX\DatabaseServer\
QBDBMgrN.exeC:\Program Files (x86)\Intuit\QuickBooks POS XX\DatabaseServer\
QBPOSDBService.exeC:\Program Files (x86)\Intuit\QuickBooks POS XX\DatabaseServer\

Important Note: While manually configuring the firewall of the device for QuickBooks. You will see questions with several options like deny, grant, block, permit, or something similar option. You have to select all the positive options like permit, allow, or grant the permission. The action is performed for one question or for a specific file or folder wont be automatically applied to all the files or folder in the POS program.

Read Also: Solutions of QuickBooks Point of Sale Unexpected Errors

Final Note!

Perhaps, it could be possible that the client still encounters the problem with configuring the firewall in QuickBooks point of sale or any other issue related to QB. Well, you don’t have to be worry…!! Host Docket is a firm and dedicated team of certified Intuit accounting experts to resolve all the issues, no matter if it is related to firewall configuration, QB errors, QB Installation, or anything.

Also you can directly contact us at +1-844-405-0907. In the meanwhile, If you have still questions then feel free to contact us at our QuickBooks support number anytime.


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Steps to Perform a clean reinstall for QuickBooks POS for Desktop

How to Setup and Configure Email Services in QuickBooks Desktop?

How to Setup and Configure Email Services in QuickBooks Desktop?

A Complete Guide to Setting up the QuickBooks Email Service in QuickBooks desktop

QuickBooks allows users to set up email service on QuickBooks Desktop. If you have already set up its email service, you can use it to send invoice to your clients, send and receive reports, and perform other transaction as well from your QB Desktop through your outlook or webmail id. This added feature makes QuickBooks accounting software even more useful for small and mid-sized business owners.

If you are yet to use this QuickBooks feature or you are facing any issue in setting up QuickBooks email service, this article is for you. We have created this article to inform you how to set up email service and fix some common email service errors. Reading this article will help you out in setting up QuickBooks email service in QuickBooks desktop. Moreover, you can also call us at our toll-free number i.e. +1-844-405-0907, and our QuickBooks customer support team will be there to assist you or will set up email service.

Benefits of setting up QuickBooks email services 

QuickBooks is loaded with features and these features make it efficient for businesses to perform their daily activities. And the email service feature can be of a lot of benefits to the users. It can help the users in the following ways:

  • One can easily email invoices whenever the customer requires it directly from the software. 
  • Another plus point of this feature is that it allows the user to send payment reminders to customers by emailing them invoices. 
  • It further helps in importing data from spreadsheets. 
  • This feature serves both as a storage and tracking device for clients’ and vendors’ contact details. 
  • Using this feature, one can make a list of the products and send them to the vendors in a more efficient manner. 
  • Overall, this feature adds to the efficiency and smooth working of the business. 

What do you need to set up email in QuickBooks

In case you are planning to setup Outlook 2007 or Outlook 2003, then you might require the following information:

  • Username
  • Password
  • Outgoing email server address
  • Incoming email server address
  • Incoming email server type

Available Email options in QuickBooks 

QuickBooks allows the use of limited email services. There can be situations where you might be unable to spot the options for a particular email at QuickBooks desktop setup, due to some or the other reason. One of the reasons can be a different version other than the ones listed below. The common three options available are as follows:

  • Outlook: In case you have Microsoft Outlook installed already, then simply avail outlook support. Also, note that outlook is a preferred email client and offers more effective hold with much ease. 
  • QuickBooks Email: The second option is the QuickBooks email option. This is not so common option among QuickBooks users. 
  • Webmail: Another option available is the webmail feature, which was launched in 2011 to bridge with Gmail, Yahoo, or any other email platforms.

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Steps to Set-up QuickBooks Email Service on QuickBooks Desktop

Before proceeding, you need to prepare and setup your Microsoft Outlook profile.

You can use your existing Outlook profile or create a new one to set up your QuickBooks email service. You will also require Outlook username, password, incoming mail server address, outgoing mail server address and incoming email server type. In case you don’t have these details, you can contact your ISP (Internet Service Provider).

Procedure to set up QuickBooks email invoices in Outlook and web mail

Setting up Web mail in QuickBooks desktop - Screenshot

To continue this process you need to create an outlook profile first.

Here’s how:

  • First of all, you have to set up Outlook in QuickBooks Desktop:
  • After that fill your Username
  • Then put you Password
  • And then Incoming mail server address
  • Now put your Outgoing mail server address
  • And finally put your Incoming email server type

Your webmail password will not be accepted on QuickBooks Desktop

If you are logged in to your QB desktop and trying to send email, you may receive a message that your password is incorrect and you would have to set up your password for your webmail account.

Quick tip: If QuickBooks Desktop doesn’t have outlook:

  • Go to ‘QuickBooks Edit‘ menu
  • Click on ‘Preferences
  • Select ‘Forms
  • Choose Outlook and click ‘OK

QB 2018: Provides for Gmail and Hotmail/ Lives user in the UK, USA, and Canada.

QuickBooks 2017 R5 and newer versions: Provides for Gmail users for the USA only.

QuickBooks 2017, older and R4 version: No Secure Webmail available.

Important Note: If you wish to add Secure Webmail to your QB company file, you should set up a strong password for your file.

Read Also: How to Fix QuickBooks Error 6190 and 816?

Steps to set up email service in Webmail

  • Connect with Secure Webmail.
  • Go to QuickBooks Edit menu and select Preferences and then Send Forms.
  • Choose WebMail and Click Add.
  • Type in your email address.
  • Click “enhance the security” check box.
  • Click OK.
  • Sign in after the Login Page appears.
  • Allow Intuit access.

Important: In hosted environments like right network, you may have to sign into your webmail account to send emails through QuickBooks software.

Your internet service provider determines the Webmail servers and port settings. QB can automatically furnish details for Gmail, Yahoo and other common providers.

You can choose your email service provider in different emails if you use a different email. However, make sure you verify this with your ISP prior to setting up webmail in QB Desktop.

  • Go to ‘QuickBooks Edit menu‘ and select ‘Preferences‘ and Send Forms.
QuickBooks email service set up- screenshot
  • Select ‘Webmail‘ and click ‘Add‘.
QuickBooks email service set up- screenshot 2
  • Provide Login credentials.
QuickBooks email service set up- screenshot 3
QuickBooks email service set up- screenshot 3
  • Click ‘OK‘ to save the changes.

Important: QuickBooks Desktop, unlike the Secure Webmail, prompts you to provide your password the first time you use regular webmail to send an email.

In case QB Desktop still doesn’t take your password, please know that web mail providers (Gmail, Yahoo, etc.) practice two-step verification and want users to check the account setting for the same.

If you are a Cox user: Cox’s standard SMTP setting is not to use SSL or login credentials when sending emails. QB Desktop prefers SSL connections and wants you to provide login information. Thus, using port 25 and no SSL connection with SMTP doesn’t function with QuickBooks Desktop. A different trick is to use SSL with port 587 or 465.

If you are a CableOne users: Please use the following information since CableOne uses Google servers.

  • Email Address: Your Email ID
  • Email Provider: Gmail
  • Port: 587 or 465
  • SSL: Yes

Set up Email service in QuickBooks

This process requires you to choose the QuickBooks email settings. 

  • Followed by opting for the QuickBooks email option. 
  • Later on, enter the needed information like the email address, password, username, etc. 
  • You are also required to enter in any other information asked to and this would successfully link the email service to your QuickBooks. 

Set up regular webmail

Before setting up the regular webmail, make sure to perform the steps related to verifying the server and port information with ISP. The steps involved in setting up web mail are as follows:

  • Note that, the webmail servers and the port settings are governed by ISP.
  • Enter the information for some of the most common providers like the Gmail, Yahoo, and Hotmail.
  • Search for the server and port information.
  • Perform the steps that appear on the screen until it shows set up successful. 

Read Also: What are the steps to resolve QuickBooks error 6007?

Internet Service Provider (ISP) and Port Information

Below we have shared a table in which we have mentioned various internet service provider and port information. The users can check out the below table to find out the exact codes and information.

SP (Internet Service Provider)SMTP ServerSMTP Port
1AND1.comsmtp.1and1.com587 (SSL enabled, with password)
ADELPHIAmail.adelphia.net110 or 587 (see Note)  (SSL enabled for incoming and outgoing mail server)
BELL SOUTHmail.bellsouth.net110 or 587
COX Businesssmarthost.coxmail.com25
COX CENTRALsmtp.central.cox.net25
COX EASTsmtp.east.cox.net25
COX WESTsmtp.west.cox.net25
EARTHLINKsmtpauth.earthlink.net25 (with password)
GODADDYsmtpout.secureserver.net80, 25, or 3535
GODADDY with Office 365smtp.office365.com587 (SSL enabled)
MICROSOFT OUTLOOK 365outlook.office365.com587 (SSL enabled)
NETSCAPEsmtp.isp.netscape.com25 (SSL enabled)
PRODIGYsmtp.prodigy.net25 (SSL enabled)
SPRINT PCSsmtp.sprintpcs.com25

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We hope that you find this blog post helpful and at the end of this post you might be able to Set up Email Service In QuickBooks Desktop. In case you have any further query we are available 24×7 at your service. However our QuickBooks online support team is always there to assist you in your problems.

You can call us at our toll-free number i.e. 1-844-405-0907, and our certified professionals will be happy to help you!


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What are the Advantages of Using QuickBooks Pro Beside Bookkeeping?

What are the Advantages of Using QuickBooks Pro Beside Bookkeeping?

Here Is what benefits of using QuickBooks desktop pro

Majority of QuickBooks users and other entrepreneurs believe that QuickBooks can only be used for Bookkeeping. They are unaware of the capabilities of QuickBooks and the various tasks it can perform with perfection. Contradiction to the misconception, QuickBooks is a multitasking software that has helped millions of small- and mid-sized business owners to meet their business goals. The maker of QuickBooks – Intuit keeps on introducing new features and versions of the software, in order to offer better user experience. And it can be used to perform a lot more tasks than just bookkeeping such as customer support and inventory creation. The users should accept the fact that QuickBooks can perform a lot more tasks than just bookkeeping.

Businesses that are incorporated and have employees typically need more advanced accounting packages then QuickBooks is the solution to all. QuickBooks is a good compromise between trying to do your own accounting using spreadsheets and hiring a professional accountant and bookkeeper to perform all of your small business’s accounting.

This article is created with an aim to discuss QuickBooks Pro’s usefulness. But since including all the utilities in one post isn’t feasible, we are going to discuss a few major uses of the software. However, if you are still doubtful regarding QuickBooks and its features, then feel free to get in touch with our QuickBooks premier support team via our toll-free number i.e. 1-844-405-0907. Our team will provide you with all the latest facts associated with QuickBooks.

Read Also: How to change service or inventory item types in QuickBooks?

Benefits of Using QuickBooks Desktop Pro Software

QuickBooks Pro is a financial accounting software application that is made by Intuit. This software is developed for usage by local business, the software flaunts a variety of features aimed at helping users to handle each of their accounting features, consisting of accounts payable, credit card management and financial reporting. Using QuickBooks Pro to maintain your company records allows the users to prevent those possible problems.

There are countless perks using QuickBooks Pro in general, however the user has 2 options in terms of which package to purchase: Pro or Premier. The primary benefits to using QuickBooks Pro falls into a series of common categories. If you have still not utilized QB Pro, then it’s time to pull up your socks and avail the numerous benefits it offers. This software can provide your business the adhering to five advantages:

Read Also: QuickBooks Pro Support for Most Common Error and Troubleshooting

10 Crucial Usage of QuickBooks Pro Excluding Bookkeeping

In order to broaden the ideas, there are some basic advantages that QuickBooks pro accounting software offers. Mostly all the users taking care of the QuickBooks Pro ought to experience the benefits of it. Here Is What QuickBooks Pro can do beyond Bookkeeping:

1. Customer Service

The first advantage that made to the list is customer service. Catering to customers queries isn’t something any service provider can do. Though, it’s a fact that QuickBooks desktop Pro can’t listen to a user’s issues but certainly does a lot to help its users manage them. The users can write and keep significant notes handy, monitor overdue invoices, and keep all contact information accessible all the time.

Not only this, but also the Customer Snapshot offers users with all their client’s crucial data on one screen. These QuickBooks Pro features enable users to handle a customer without any delay in accessing for vital data. The software is also equipped with advanced email capabilities. Its ability to establish excellent and uninterrupted communication between a user and client make it a valuable software. Thus, QuickBooks Pro can be really beneficial in customer service.

2. Inventory Control

Inventory is an integral part of bookkeeping and this QuickBooks Pro feature comes handy if you are a merchant and sell products or you need to keep some stock stacked for your company. QuickBooks Pro incorporates inventory control with bookkeeping through a few significant features. The accounting software enables users to create orders as well as schedule reorder points. The users need to be watchful for the inventory levels so that they know the exact time when they have to organize a fresh shipment. Thus, if you are not aware that QuickBooks offers inventory control feature, then try it now and make the best use of it.

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3. Communication

Not be known to many, QuickBooks Pro is capable of handling more tasks than the most accounting and bookkeeping software and it helps users in managing the details of communication. This accounting software offers something beyond basic email notices. Multiple attachments including information about a particular client or job can be included and previous messages about the same transaction can be checked. Furthermore, users can also thoroughly customize their email templates.

These features of QB Pro make communication with customers, vendors, and affiliates immensely simple, clear, and more professional. As per the requirements, the users can easily add a header, image(s), unique signatures, or all three. Good communication is a vital part of good bookkeeping as well as business management. The tools equipped in this advanced accounting software respond to immediate issues for an uninterrupted workflow.

4. Shipping

Pausing crucial tasks to handle shipping of the deliverable can be frustrating and annoying. The postal services are improvising themselves and working continuously to make the process faster and simpler, but it still going to take some time to provide business with the sort of service that is expected. Leave the postal services, even print, and ship online service also at times may be complicated. It requires separate registration and payment methods. Indeed, you will have to stop whatever you are doing to take care of shipping.

This is where QuickBooks accounting software comes into play. QuickBooks seems to have some great features for the users to save both time and efforts. With QuickBooks Pro the users can now auto setup the shipping process rather than dedicating a significant amount of time for the task and also avoid any kind of hassle or error in performing the task. QB Pro incorporates UPS, USPS, and FedEx, allows users to be able to ship essentially anything with least effort.

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5. Business Improvement

All organizations and individuals make investments to enhance their business values. Though, not all services or software purchased and paid for offering the desired outcome work well. Luckily, QuickBooks Pro does that. Feature to generate advanced reports, ready-to-use templates and multiple other QB Pro features keep users ready to deliver in the least possible time and makes QuickBooks desktop Pro one of the highly preferred accounting software. On top of that, the software can be used to customize the report, build it from scratch, use the existing templates, and to access a wide range of templates used in the industry by other QuickBooks users.

These reports consist of customer rankings, profits, expenses, and other useful details. QuickBooks Pro reports keep users updated with every change. In simple words QuickBooks helps the businesses to generate reports with more accuracy in less time.

6. Data Accuracy

Either you have a large or small business you have to keep accurate records of your finances. You cannot avoid the fact that humans don’t make mistakes, with the help of accounting software the chances of calculation error is minimum. You never know how or when a calculation mistake can lead to a disaster. Light yourself from the burden of calculator and paper ledger by letting QuickBooks accounting software automate tasks and minimize the errors. You can easily verify digital documents and fix errors before printing.

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7. Mobility

If you opt for QuickBooks, the next generation accounting and bookkeeping software then there is no doubt that you can access your business accounts from anywhere. QuickBooks offers you many options, on how you want to manage your accounts either it be on cell-phone or desktop. This will allow you following the independence of following tasks:

  • You can view client, expense or invoice information.
  • You can send the invoice directly from your cell-phone.
  • With the help of a built-in timer track, you can track billable time.
  • With your contact on the phone, you can directly import a new client.
  • You can record expenses immediately and attach bills.
  • It is compatible with any sort of devices.

One more money and time-saving advantage of QuickBooks Pro accounting software is the ability to allow your accountant directly access to your accounts through the online application, rather than manually transfer paper or electronic files whenever they have to access to your accounts.   

8. Security

Just think of it that your company file is in wrong hands by accident, it can jeopardize all your business efforts. The abundance of confidential data, such as financial balance, account numbers, social security and employer identification numbers will be at huge risks. Business owners must consider such accounting software which can describe security features in detail such as malware technology, anti-spyware and firewall protection.

One of the most important aspects of using QuickBooks accounting software is that data loss can never happen. It automatically saves a backup of your company file in the main server, in case the software crashes.

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9. Easy to Use

The developers of QuickBooks accounting and bookkeeping software developed it in such a way that even a person with minimum knowledge can manage this software. This software is extremely user-friendly and uncomplicated. Although, sometimes an error may pop in your software but don’t worry, with the help of 24×7 QuickBooks customer support you can troubleshoot errors. Not only this, when you opt QuickBooks accounting software it will set up a new user function which will offer you with a visual orientation practice.

With a single mouse click, you can experience this software’s capabilities. As an accounting software, it is its purpose to fulfill the needs of its users in either way.

10. Sales Invoicing

QuickBooks accounting software offers its clients the time-saving feature of keeping track of sales and generating receipts and invoices at the single click of a mouse. Then, via email, you can directly deliver invoices to your customers. This software furthermore enables customers to be charged separately or in large batches. Users that sign up for Intuit QuickBooks Merchant Services get the additional benefit of being in a position to accept credit as well as debit card fees via QuickBooks Pro.

Users who sign up for Intuit Check solution for QuickBooks will get the feature to scan and deposit checks into the software, getting rid of the requirement to manually key in the data.

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QuickBooks Pro is useful accounting software of business of all sort and sizes, and is highly recommended for small businesses. The advanced software saves both time and money for business owners. It can multitask with accuracy.  It’s an amazing investment that does a lot more than just bookkeeping. In a nutshell, it can be said that QuickBooks accounting software is not confined to bookkeeping, rather it performs manifold tasks that too in the smoothest possible way. We expect that after reading this article carefully, the user will successfully make the best us of this amazing benefits of using QuickBooks desktop pro.

However, if you still have certain doubts regarding this software, or you are seeking for someone who can help you into your problems, then you can directly talk with one of our Intuit certified ProAdvisors by dialing toll free 1-844-405-0907. Do not hesitate, and get in touch with our QuickBooks support team today. Our Certified Accountant and bookkeepers are always ready there to help you!


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How to Change Registered Email Address in QuickBooks?

How to Change Registered Email Address in QuickBooks?

QuickBooks is the finest accounting & bookkeeping software that has been developed so far. While accessing or logging in QuickBooks, at times a thought of changing the registered email address might strike to the user’s mind, due to various reasons. Now, Intuit Inc. made it easy for the users to do it. Later, you can update the desired email address with the help of old email address. Updating the email address is essential, as it one of the basic or primary means of sending crucial and sensitive notifications and communications. Also, the email address is one way of retrieving the User ID or password. All these factors make it necessary for the users to keep updating the email address after a certain time period.

If you also feel the need to alter the email address, but do not know what to do, then this article is a savior for you. In this post, we will briefly introduce you the process to do so…! If you no longer have access to your old registered email, check out the Email change request. Or you can even directly reach to the QuickBooks online support team via our toll-free number i.e. 1-844-405-0907. Our team will perform the procedure for you without any hassle.

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An Overview:

Do you want to change the registered email address? Now updating the QuickBooks associated email address is simple & effortless. There can be two possible situations listed below, let us check them out:

  • If the old registered email is accessible, then in that case log into the QuickBooks Online & pursue a few straightforward steps to update the registered email address.
  • Or if the old registered email is no longer accessible, go to the “Email change request” option.

Notifications you will receive

Notifications are one of the important aspects, as they can mean many things. There can be many forms of notification that the user might receive via email, a few of the examples are as follows:

  • Payroll newsletters (Quarterly)
  • Intuit QuickBooks Desktop Payroll Tax Table Update Notice.
  • Auto renewal notices for annual subscribers.
  • Order/Charge confirmation
  • Other critical notices associated with the changes in the federal and state regulations

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How to Change the Registered Email Address Associated with the User ID?

Below are the quickest steps to update your email address that is associated with the user ID:

  • To begin with, the user is required to select the “Gear” icon on the Toolbar.
  • Then, in the “Profile” section, choose the “User Profile” tab.
  • After that, select the “Profile” icon.
  • In the “Email address” section, select the “Edit” tab.
  • Type-in the new email address & password.
  • Click on the “Save” icon, and then “Done” icon.
  • Verify the modifications by using the activation link in the email that’s sent to the old registered email address.

If you are a QuickBooks Online Accountant user:

  • Hit on to the “Gear” icon on the Toolbar.
  • In “Your Company” section, choose the “Your Account” tab.
  • Select the “Personal profile” icon, and then choose the “Edit personal information” icon.
  • In the “Your Sign-In Information” section, choose the “Change sign in info” tab.
  • Choose “Continue” option, and then it will redirect you to the sign in page.
  • Type-in the account credentials and then click on the “Sign in” option.
  • Choose the “Profile” tab.
  • In the “Email address” section, click on the “Edit” tab.
  • Type-in the new email address & password, then choose the “Save” icon.
  • There is a confirmation message that the information has been updated and then hit the “OK” button.

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Procedure to change the email address associated with your business

  • Choose the “Gear” icon on the Toolbar.
  • In “Your Company” section, choose the “Account and Settings” tab (or Company Settings).
  • In the menu section, select the “Company” tab.
  • From the “Contact Info” section, choose the “Pencil” icon.
  • In the “Company email” field, type in the new email address. (Note: Check the box for the same as company email, if it’s the same email address that you use for your sales forms).
  • Select the “Save” icon, and then click on the “Done” tab.

How to change the email associated with a location (for location tracking)?

  • Select the “Gear” icon on the Toolbar.
  • In the “Lists” tab, select the “All Lists” tab.
  • Choose the “Locations” tab.
  • Select the desired location you want to edit, and then in the drop-down lists on the action column, select the “Edit” tab.
  • Check the box for this location has a different email address for communicating with customers.
  • Type-in the email address, and then choose the “Save” tab.

Update email address for notifications

  • First of all, sign in to “My Account”.
  • In the next step, on the “Manage your QuickBooks page”, the user is required to select the product that is to be managed.
  • After that, the user should check if he/she has logged in to the correct company, by looking at the top right corner. If not, the user should select the correct company from the drop down list.
  • Moving ahead, the user should scroll down to the “Authorized users list”.
  • And then, select the “Edit” option, beside the name.
  • The next step in the process is to enter the “new email address” and hit “Save”. Also, select the “X” button to get back to the home page.
  • Lastly, the user will receive notifications regarding the change in the email address.

Change email address in QuickBooks desktop

One can choose any of the below options to change email address in QuickBooks:

Option 1: Change an Email Address in QuickBooks Desktop for Signing in

One can try to modify the current email address and try to login into QuickBooks with another ID. The user is recommended to pick a product or service from the manage your QuickBooks page. After that find the company name option and choose the drop down menu which is next to it. One can further view edit login with the drop down. And further the email address can be changed using this feature. Let us have a look at the steps to be performed to change the email address: 

  • The first step is to sign in to QuickBooks desktop and then head to manage your QuickBooks. 
  • The next step is to choose a service or product that you need to manage. 
  • Now, press the dropdown option which is next to the company name. 
  • After that, click on the edit login tab 
  • And also hit the enter tab for profile 
  • Go for the edit option which is available near the email address 
  • The user is then required to enter in a new id in the email address 
  • And press confirm email address 
  • Enter the password that you are using loggin in and press svae tab 
  • On the new email id, wait for the verification 
  • And then, open the verification in inbox and click on the verify my email 
  • Make sure to click on continue after seeing the verified email 

Option 2: Change an Email Address in QuickBooks Desktop for the Notifications

It should be noted that only after signing in to your account the process can be performed. You can use the existing email address. The steps involved here are as follows: 

  • The very first step is to sign in by entering my account
  • After that on manage your QuickBooks, choose a product or service
  • The next step is to ensure that the correct component is logged in. You can also select the appropriate business by selecting the menu tab. 
  • Note, the search list for authorised users right now.
  • After that click edit by the name
  • And also mention the modified or new email address.
  • The user needs to choose the save from the menu.
  • And also press the X button.
  • After the steps have been performed, a notice will be delivered to the new email. 
  • This will confirm the email

How to Change Your Email Address in QuickBooks Online?

When you want to update or add new email to QuickBooks online, you can simply go for settings and choose a new ID to sign in to tour account by using settings. Note that the steps for QuickBooks online accountant change. Let us have a look at the steps to be performed to change email address in QuickBooks online.  

Option 1: Changing QuickBooks Online Email Address for the Company

For changing an email address for your company, you can first open settings. For accountant and settings, look for your company. Select the company option and this will show up the contact information. Make sure you choose the correct id. And continue with the steps below. 

  • At first, the user needs to press the icon stating the settings tab.
  • Now, look for the complete tab.
  • The next step is to head to the account and settings tab.
  • Once done with that, the user needs to choose the company from the available options.
  • Followed by, click on the contact info.
  • Now, enter the company’s updated or new email address.
  • The next step is to choose the customer facing email.
  • After that, hit save tab after entering the new email id
  • The user is then required to click on new and also click on invoice that is below the customers.
  • Once done with that, make a sample mail and click on save.
  • Now, check that new email id has is present in the field and click on send and close.
  • Once you receive the email, ensure that it mentions the new email address 

Option 2: Change an Email Address in QuickBooks Online for Signing in

If you use QuickBooks online, then you need an email to access the account. You might not want to use the registered or preferred email ID for various reasons. You can simply change it by performing some set of steps. Head to the settings option to modify/update your email address. The steps below will help in changing the email address.

  • The very first step is to open it by clicking on QuickBooks Online.
  • Head to the Settings option of the software.
  • Click on the options that are available.
  • Furthermore, click on one of the following:
    • Intuit Account
    • Your Account
  • Head to the section of Email Address.
  • Click on the Edit option.
  • End the process by signing in and entering the new email ID and then save it later on.

Option 3: In QuickBooks Online Accountant Change a Registered Email Address

This can be done by clicking the Gear icon and selecting the Company from the menu. Also click the Account tab. The steps below will help in completeing the process.

  • The first step is to click on the Gear button in QuickBooks Online Accountant.
  • Navigate to the Your Company option.
  • You have to click on the tab titled that is Your Accountant.
  • Go for the icon that looks like a Personal Profile.
  • Furthermore, click on the symbol of Edit Personal Information.
  • Head to the section that says Your Sign-in Information and then you have to visit the tab for Change Sign-in Info.
  • Now, press the option of Continue.
  • Also, mention your username and password on the sign-in page.
  • Go for Sign in option.
  • Head to the profile and look for the section of the Email Address. Enter this section.
  • Now, hit Edit tab and enter your new email ID.
  • For this ID you have to enter the password and then click on the Save option.
  • Wait for the confirmation message that will confirm that the email address has been changed in QuickBooks Online Accountant.
  • End the process by clicking on ok tab

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Winding up!!

Once you save the modifications, the email address will be updated on the associated servers. Hopefully, this article would turn out to be helpful for you to know how to change your email address in QuickBooks ..! If you are still unable to change registered email address even after following the above steps are prescribed, then you can contact our QuickBooks toll-free helpline number .i.e. +1-844-405-0907 without waiting much time and efforts.

Our Intuit certified ProAdvisors will be happy to help you out in QuickBooks related issues.


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