How to Create, Edit, or Delete QuickBooks Memorized Transaction

How to Create, Edit, or Delete QuickBooks Memorized Transaction

Learn The Process to Create and Modify QuickBooks Memorized Transactions

When it comes to recording the company’s accounting information, QuickBooks is the first option that strikes in the minds of the people. Entering data into the system every day is such a boring task, and also not liked by a majority of the people. No doubt, it is a time consuming task. This is where QuickBooks comes into play. QuickBooks offers some really amazing short cuts that greatly adds to the efficiency and also assists in saving much of the time. The memorized transaction feature of QuickBooks plays the lead role in such situations.

It is an undeniable fact that record keeping is paramount to the successful growth and improvement of any business. Thus, QuickBooks provides a swift and simple way to record the company’s accounting and bookkeeping information.

In this article, we will be discussing the ways to automate or get reminders for transactions that often occur, like monthly bills or recurring invoices. Thus, if you also wish to create and modify QuickBooks memorized transactions, then stick to the article till the end, and it will definitely be helpful to you. Never miss a transaction again with QuickBooks memorized transactions, and let the software memorize a recurring transaction to get a reminder each time it is due.

For further details, continue reading the article, or dial our toll-free number .i.e. +1-844-405-0907, and consult our 24*7 QuickBooks payroll support team for immediate assistance.

Significant features of Memorized transactions in QuickBooks

  • Time-saving
  • Enhanced accuracy
  • Accurate bookkeeping
  • Keeps better tabs on the cash in the bank

Things that can be memorized in certain transactions:

  • Customer invoices
  • Vendor bills
  • Purchase orders
  • Credit card charges
  • Cheques
  • Deposits
  • Transfers
  • Journal entries

Procedure for creating QuickBooks Memorized transactions

Want to create QuickBooks memorized transactions? If yes, then go through the steps below, and make sure that you follow the same order. So, without further ado, let us have a look:

  • To begin with, the very first step is to ‘Enter the transaction‘ in the same way as you want it to be memorized.

Note: The point to be noted here is that the user can leave those fields blank that contain the information that might change.

  • The next step is to visit the ‘Edit menu‘ and then select the ‘Memorize option’ that is seen there.
  • Now, in order to ‘Memorize the transactionn’, the user is required to press the ‘Ctrl and M‘ keys simultaneously and then click on the ‘Memorize‘ icon.
  • Once done with that, the user is required to enter the name of the transaction that is being memorized. The name you enter should be the one with which you wish to handle the transaction in QuickBooks.

Add to My reminder list: Now comes the process of adding the same to the reminder list. For this, three simple steps can be followed, which include the following:

  • The first step is to ‘Add the memorized transaction‘ of your reminder list.
  • After that, the user is required to enter ‘How often the user wants the reminder to occur‘.
  • Now, the last step is to ‘Enter the transaction next date‘ when the transaction will be due.

Don’t remind me: Another case can be when the user doesn’t want the software to remind for the same. In such case, the user is required to select the ‘Do not remind me‘ option available, and the transaction will not be used to get memorized.

Robotic Transaction entry: Well, in this case, the transaction will be automatically entered at the times when it will get due. This actually means that the QuickBooks software will automatically enter the details, and the users need not be concerned for the same.

  • The first step is to enter how often the user wants the software to enter the transaction.
  • The next step is to enter the next date when the transaction will be due.

This means that the user will be required to fill in how often and next date fields.

Points to be noted:

  • The very first thing is to ensure that the ‘Next Date select‘ is set to a day in the future due to its automatic schedule.
  • While filling in the number remained field, the user is required to make sure that it includes the ‘Next Date transaction‘.
  • Also, another point that the user should be concerned about is, in case the user wants to enter the other important information in the Transaction, he/she is required to enter the same and then tap on ‘OK‘.
  • The last and most important thing to consider is to click ‘Save & Close‘ or ‘Save & Next‘, to enter the ‘memorized transaction‘. Select the ‘Clear button‘ and close the window, in case the user is only entering the transaction information for the future purpose.

Simple Process to update QuickBooks Memorized transaction

  • To begin with the procedure, the user is required to visit the ‘list menu’ and then choose the ‘Memorized transaction list‘.
  • After that, the user is required to double-click the ‘Preferable memorized transaction‘.
  • Moving ahead, if you want to make any kind of changes in the transaction, then you can also make changes.
  • Now, simply click on the ‘Close and Save‘ option.
  • And the last step is to select the ‘next‘ option, in order to ‘Enter the memorized transaction‘.

Insight into creating memorized transaction group

Creating memorized transaction group - Screenshot
  • To begin with, the user is required to visit the ‘file menu‘ and then select the ‘Memorized transactions list‘.
  • Once done with that, from the pop-up menu, the user is required to select the ‘New Groupp’ option.
  • Now, fill the important information like the group name and then select the ‘action‘ and the ‘date‘ options.
  • To end the procedure, the user is required to click on ‘OK‘ button.

Add a transaction to a memorized transaction group by following simple steps:

  • The first step in this procedure is to open the transaction that the user wants to memorize.
  • After that, choose the ‘Memorize‘ option.
  • And then, opt for the ‘Add to Group‘ options and enter the group name.
  • The last step is to click on the ‘OK‘ option, in order to ‘Save‘ it.
Add a transaction to a memorized transaction group  - Screenshot

Procedure to edit or delete the Memorized transactions in QuickBooks

This procedure involves three basic steps:

  • The first step is to go through the ‘QuickBooks memorized list‘.
  • Tap the ‘Edit‘ button.
  • And then ‘Edit the original memorized transaction‘, followed by clicking on the memorize button, and you are good to go.

Rectifying issues encountered while memorizing reports

  • In case the QuickBooks user encounters any error message while attempting to memorize the report, then QuickBooks will not retain the report. This basically might be done on the grounds that the report’s definition is excessively vast. In such case, the user is required to take a stab at lessening the number of channels or the particular quantities of things that picked in each of the channels to curl up the report’s size.
  • If the user select the ‘Process Multiplier Reports‘ from the ‘Reports‘ menu, and the same doesn’t appear, then it might be brought about by a harmed report or a report that is imported from another form of the software. In such cases, the user is required to discover, erase, as well as re-make the report causing such issue.

With this, we come to the end of the article, and we hope that this article might be of some help to the reader. In case the above methods do not work in your favor, or you require any kind of help, then you can get in touch with our team of QuickBooks support experts and professionals, by dialing our toll-free number .i.e +1-844-405-0907.

We own a pool of experts who are well versed with the ways to resolve any kind of issue associated with QuickBooks. So, do not hesitate to consult our team of experts, as they provide round the clock assistance, and do not leave any stone unturned to attain the highest possible customer satisfaction. 

 

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How to Sync QuickBooks Files Between Two Computers

How to Sync QuickBooks Files Between Two Computers

Having a problem in Syncing QuickBooks files between two computers?? Don’t you worry..! Here, you will get the answers of your all queries. In this informative article – we are going to clarify all such topic. Moreover, you can also converse with a QuickBooks expert to attain the best possible solution without wasting time & effort.

Sync augmented productivity and increases the flexibility to access the data. In many situations, it has seen that many QB users desire to connect their data between multiple devices to enhance their productivity & flexibility in accessing the data. Unfortunately, they fall short to connect the QB files between two computers as they don’t have proper awareness about it.

Here, we will endow you the exact insight & knowledge for – how to sync QuickBooks files between two computers? This information is provided as we understand that many QB users desire to sync data or files between the devices in their workplace or home.

Note: Ensure that there is a right installation alternative for each PC, before syncing the files. And, also you must confirm that both computers linked with the same network or not. There is one additional choice available for you that you can also uninstall the QuickBooks software on both the machines & later, reinstall it with the correct options.

How to Synchronize the QuickBooks desktop files?

To synchronize the QuickBooks file between two PC’s, one of the best way is to confirm that you chose the correct installation alternatives for each machine. Also, sync both of the computers on the same network. On the other hand, you can also uninstall the QuickBooks on both PC’s & reinstall it with the correct options.

When the QuickBooks re-install & configuration get completed on both the computer then, be sure that the primary computer stores all the company files. It also allows you to synchronize the QB data to other machines on the same network. Apart from this, you can also use the ‘Data Transfer Utility’ also known as a third-party commercial utility.

Note: Synchronize the QB files between two systems that allow & makes it trouble-free for employees to work together on one combined accounting report.

How to Sync the QuickBooks File between two Computers?

Checkout and follow the systematic steps to sync the QuickBooks files between two computers:-

Blog Summary in Infographic

Steps to Sync QuickBooks Files Between Two Computers - Infographic
  1. From the Intuit’s official website, download & install the ‘Data Transfer Utility’.
  2. Copy the QB company files from the secondary company and paste it to the primary computer.
  3. In the primary computer, open the QuickBooks software.
  4. In the “Export Data from the source company”, choose the ‘Open Source Company’ button.
  5. Select the dialogue ‘Yes and permit access even if QuickBooks is Not Running’ and see the option to permit the application to access the personal data. Now, click on the ‘Continue’ icon => ‘Yes’ icon => finally ‘Done’ icon.
  6. Select the ‘Close’ tab in ‘Currently Connected To’ section within the Data Transfer Utility.
  7. Verify the ‘File’ menu & select the ‘close Company’ in QuickBooks.
  8. Select the ‘File’ option & then, choose the Open or Restore Company & select the ‘Open a Company’ in the QuickBooks.
  9. In the ‘Import Data Into Destination Company’ section, select the ‘Open Destination Company’ of Disk Transfer Utility.
  10. Select the dialogue Yes, Always permit access even if QuickBooks is Not Runningand allow the application to access the personal data. Hit onto the “Continue” tab => “Yes” tab => finally “Done” tab in the QuickBooks.
  11. Select the ‘Close’ tab for the ‘Currently Connected To’ section in the Data Transfer Utility.
  12. Choose the ‘File’ menu & ‘Close Company’ in the QuickBooks.
  13. Select the ‘Type of Data’ and ‘Change’ tab of Data Transfer Utility.
  14. In the ‘Data Transfer Utility’, go to the ‘Import Data Into Destination’ and select the ‘Import Data’ button.

Get Quick Help & Support

By following the above given steps we hope now, you have successfully synced the QuickBooks files between two computers. We anticipate that this technical editorial would be helpful for you to comprehend this issue in a better manner. However, it could be possible that there are some indistinct topics or trouble associated with the QuickBooks. In such an event, you can directly speak to the QuickBooks support team anytime.

We, Pro Accountant Advisor is a specialized team of QB expertise technicians to fix, Resolve all QuickBooks issues and Errors. You can even avail our services by just making a call on our toll-free helpline .i.e. +1-844-405-0907

 

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How to Fix QuickBooks Web Connector Error

How to Fix QuickBooks Web Connector Error

A Quick User Guide to Get overcome from QuickBooks Web Connector Error

QuickBooks is a leading accounting software trusted by millions of business owners around the world. It’s a robust software that keeps introducing new features to enable users manage their business with ease. The QuickBooks Web Connector (QBWC) is one such application that allows qbXML and qbposXML to pass between a Web-based application and QuickBooks financial software as well as QB Point of Sale.

Since the communications of all sorts are initiated by the Web Connector running on the same system as QuickBooks, the opening of firewall ports is not recommended. Communication with Web services can be consequently planned or basically be started at the client’s comfort.

When opening QuickBooks Enterprise Solutions or when starting your computer, you see one of these errors:

  • QBWC1085: QuickBooks was unable to write to the log file. QuickBooks will open without writing to log file.
  • Exception TypeError: Unknown name
  • QBWC1085: There was a problem with the log file. QuickBooks Web Connector will continue without the log file.

How QuickBooks Web Connector Offers XML Web Services?

Web services are also accessible by adding service reference same as it is done with other WCF services (windows communication foundation). Thus, if any sort of references added, the latest .net framework version will be targeted.

Web references can still be included for applications created in earlier visual studio versions that target 2.0 version of .net framework.

Process to add new web service with QuickBooks Web Connector

Adding new web service is as simple as downloading the file. Users of Quicken’s online banking functions will quickly recognize the interface because it was based upon the Quicken One Action Update feature.

The QuickBooks web connector is usable with any of the QB desktop product supported by QB SDK or QBPOS sdk along with:

  • For the US versions of accounting software such as simple start (2006 and above), pro (2002 and above), premier (2002 or above), enterprise solutions, QB POS (v4 or above) etc.
  • For Canadian QB pro, premier, enterprise versions (2003 and above).
  • And For the UK edition of QB pro or accountant edition (2003 and above).

An installer for the QuickBooks Web connector software is available to every person as a free download from the QuickBooks web connector download web page. Developers may refer their clients to this web page or redistribute the installer to their clients.

What is QuickBooks Web Connector Error Code QBWC1085 or Exception TypeError?

This is a log file .QBwebconnector issue that should be taken care of immediately. Error messages like these pop up in the situation when a user logs into QuickBooks and attempts to access the file which is already opened by someone having new QB release.

Owing to this issue:

When you open your QuickBooks Enterprise Solutions then you see one of these errors:

  • You may fail to write to the log
  • QuickBooks opens without writing to log file
  • The web connector functions in absence of log file.
  • The QuickBooks web connector will continue without the log file.

Read Also: How to Fix QuickBooks License Error after Cloning

Troubleshooting steps to fix Error QBWC1085

Resolve Errors in QuickBooks Web Connector QBWC1085

  • Web connector is utilized to connect some web-based programs to QuickBooks.
  • If you have not attached QuickBooks to any type of third-party programs, after that you can simply remove web connector from the Start-up menu.
  • If you have connected your data file to a third-party application that utilizes Web connector, then you would certainly look for Web Connector to remain in the Startup menu.
  • In this situation, you can rename the QWCLOG.TXT file to deal with the error.

If you have not connected your company data to a third-party program. Comply with the basic action as listed below mentioned-

Condition 1: When you are connected to data through a third-party application in the web browser

  • Close QuickBooks and web connector
  • Find log by following file path: C:/ProgramData/Intuit/QBWebconnector/log (for MS windows vista, 7 and 8)
  • Follow path c:/documents & settings/all users/application data Intuit/QBwebconnector/log (for windows XP)
  • Then, change the name of “qbclog.txt” file to “qbclog.txl.old”
  • Now, restart web connector
  • Restart your computer, open QuickBooks and sign in to a third-party application.

Condition 2: When you haven’t connected to data through a third-party application

  • Sign in to QuickBooks as admin
  • Check the log by following path: C://programdata/microsoft/windows/start menu/program/startup (for window vista, 7 and 8)
  • Follow path: /documents & settings/all users/start menu/program/startup (For windows xp)
  • Format QuickBooks web connector
  • Restart your computer and open QuickBooks.

Condition 3: If you have connected your company data with the third party application through Web Connector

  • At first, close your QuickBooks and Web Connector.
  • Go to C://Program Data/Intuit
  • Click on QBWebConnector.
  • Hit a click on log.
  • Rename the QWCLOG.TXT to QWCLOGOLD.TXT.
  • Reopen the Web Connector.
  • Reboot your computer system once.
  • Open QuickBooks and login to your third-party application.

Note: By following the all above given steps your computer will start without getting any error. Also now you will be able to sync successfully with any of your third-party application.

Get help with common web connector errors

We hope that you find this blog helpful in fixing the web connector error. In case the issue persists or you require an expert, you can always reach our QuickBooks Technical Support team at +1-844-405-0907. We will be more pleased to help you out in your QuickBooks accounting related concerns.

 

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How to Find a Lost QuickBooks Product & Intuit License Number?

How to Find a Lost QuickBooks Product & Intuit License Number?

Unarguably QuickBooks is one of the best accounting software available in the market. Designed to cater both medium and small businesses, this software has changed the way accounting, payroll and bookkeeping is done. As its packed with powerful features, today more and more companies using it. However, it is a software and that’s why often face technical errors. But all these errors can be easily handled as many articles available in the internet. And if that doesn’t help then the QuickBooks error support sites are always ready to help the users.

To install QuickBooks software the license number & product number are mandatory. Without these key codes we can not use QuickBooks on our system. It often happens that the users tend to lose their QuickBooks Product and Intuit License number. So, in this article we will discuss how to find the lost product and license number.

Read Also: How To Check The Product Version And Release Of Your QuickBooks?

Locating Installation Numbers

You will find your installation number in any of the following.

  1. The original product packaging – You can find the product numbers in the scratch off sticker which is situated near the UPC code.
Locating Installation Numbers
  1. You can also find the installation number in the confirmation
  2. The computer where the software was initially installed.
    • So for this start the installation program by putting the CD in the CD-ROM drive. And the installation process will begin automatically.
    • After this choose Reinstall option.
    • Numbers will be displayed in the License and Product Number Window. You have to write them then choose cancel.

If You Cannot Locate your Installation Numbers

In case, you cannot locate the installation numbers then visit QuickBooks Look Up page to retrieve it. But if the Look up cannot find the license number of the key code then a link of customer service will be displayed on the web-page for further assistance.

For US version of QuickBooks:

  1. In case Lookup page cannot find the number based on your phone number then login to your account and try to look for the information.
  2. If you cannot login then choose the Contact Us Link and then select your product that you use for the right number to call.
    • Do ensure that you have the required proof of purchase of the software before you call Customer Service.
    • In case you have bought QuickBooks or Point of Sale from Intuit then provide the Order number to the customer service executive when you make a call for assistance. You can easily find the order them from the Order Status page.
    • If the software or Point of Sale was purchased from a local retailer, in that case you have to fax the proof of it to 520-844-6451 prior to calling the customer service experts. Do provide the name of your company as well as contact information on the sheet. You also have to fax the below mentioned details
      • Box bottom where you will find the UPC bar code
      • The front of the program CD
      • Receipt or invoice of the Store sales
      • The CD holder where the license number must be displayed.

For Canadian version of QuickBooks:

You can contact the Intuit QuickBooks team if you are not able to locate your license and product.

If you are facing any kind of issues call us on our QuickBooks toll free support number .i.e. +1-844-405-0907.

 

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Error: This is a Corrupt or Damaged QuickBooks Database

Error: This is a Corrupt or Damaged QuickBooks Database

QuickBooks Accounting software is widely used and recognized software that has been developed by Intuit and offers great accounting services to the users. It is used by small as well as medium-sized businesses helping individuals and businesspersons to manage their accounting and bookkeeping effectively.

This software has wide usage such that it is used in multi-user and networked environment. This is one of its great benefits that it allows more than one user to work on it online. Along with this, come frequent errors that may hamper the work of the user. A user can overcome these errors with appropriate customer support. QuickBooks customer support experts have their hands-on on all the editions and versions of QuickBooks.

There is no doubt in the fact the QuickBooks software products are least troublesome when compared to the other software applications available in the market. Each of the QuickBooks Products goes through a rigorous testing process. The software after many testing sessions has fewer chances to encounter problems. And in this case, QuickBooks customer support team lends a great help to the user by resolving the errors in no time.

QuickBooks is a software that has been especially built for the computers and other support devices. At Pro Accountant Advisor, we have prepared our technical support professionals to resolve the issues in the least time possible and with maximum accuracy. Here in this article today we are going to discuss about one of the frequent error which is faced by many QB users “This is a Corrupt or Damaged QuickBooks Database”. Get Step-by-Step troubleshooting steps to resolve this error by your own.

What is Corrupt or Damaged QuickBooks Database Error?

Usually when QuickBooks database error occurs, the error is displayed on the screen as:

“Error: This is a corrupt or damaged QuickBooks database”

Here, we will discuss all the possible errors and the reason behind the occurrence of these errors. This will help you resolve the error to some extent. Also note that this error applies to all versions of QuickBooks accounting software.

Note: This error may occur on all the QuickBooks software versions.

With the huge database server, QuickBooks allows many businesses to manage their company data and access the data easily. It is known to all the users that QuickBooks has a vast virtual space and this leads to some errors with the database. Among all the errors, one is Corrupt or damaged QuickBooks database.

This error makes it difficult for the users to understand. If you are encountering this error for the first time, then you should seek the proper QuickBooks help & support to resolve your issues. Our Customer oriented support team is available round the clock and is highly experienced.

A computer software program, Database is mainly used to store and retrieve information through an internet connection. In the same manner, QuickBooks database lets a user not just access, but also store and retrieve the company data files. This can be done on a system, smart phone or on a tablet.

If you have any queries, you can connect with our QuickBooks Help Number.

Know the Possible Causes of this Error

QuickBooks database usually encounters problems or errors unknowingly. And in this case, it also throws up errors that need to treated and resolved seriously. In its conventional database, the lack of resilience comes to the surface and the .QWB file makes it difficult to determine the file corruption. When QuickBooks detect the files, most often they become corrupt. Thus, to resolve these errors, you need to have a guided step-by-step process, and also a QuickBooks file recovery solution.

If the error has occurred and you try to access the QuickBooks, then this message will appear: “Error: This is a corrupt or damaged QuickBooks database.”  There are few chances that the error occurs due to the network problem, In that case, we would advise you to:

-> Choose Close Company/Log off option in QuickBooks

-> And then run the Verify Data utility.

-> This option can be found in the QuickBooks File menu.

Moreover, it is worth noting that if the file is corrupt, QuickBooks will display message- “Data has lost integrity”. So, as and when you receive this message, repair the file or connect with the reliable QuickBooks Customer Support team so that they can assist you.

Steps to Fix Corrupt or Damaged QuickBooks Database Error

Run the Rebuild utility to repair the corrupt database file. Before running Rebuild utility, follow the below steps:

  • Copy the file to the local drive of it is stored on a network drive.
  • Ensure that items like Accounts, Customer Name are not hidden.
    • After this, you can run the Rebuild Utility.
    • Now, go to QuickBooks File menu and find this utility.
    • This will give you a message to backup the affected file.
    • After running Rebuild utility, return to the Verify Data Utility.

If you still face any problem, you can connect with Intuit Certified QuickBooks ProAdvisors. Our QuickBooks Customer Support specialists are constantly there to assist you with 24 hour of customer service.

For more details concerning the QB errors, reach us at our toll-free number +1-844-405-0907. We will be more happy to help you out in this.

 

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