QuickBooks lets you customize your email templates and use them to send messages from the software directly. You can personalize your emails to customers and vendors by simply carrying out some basic set of steps. It is possible to create these email templates with subject lines and email bodies. Once you have designed a custom QuickBooks desktop email template, all you would need is to simply select the template when you send an invoice, sales receipt, transaction, or estimate and you are good to go. Not just that, as of QuickBooks Desktop 2022, you can simply add the option to customize and email bill payment stubs.
To help you with creating a custom email template successfully in QuickBooks, here we are with this segment sharing the complete set of steps that can be performed. However, if you need any assistance, then in that scenario, connect with our technical support professionals at +1-888-510-9198, and let them help you with your queries.
Steps to Create a Custom QuickBooks Desktop Email Template
Now that you know much about QuickBooks custom email templates, here are the steps that you need to follow to successfully create a custom email template. Let us have a look:
Step 1: Create and Customize a Template
Here, you simply need to sign in to QuickBooks as admin.
You can also sign in as a user with the required permissions to edit the company preferences.
Once done with that, navigate to the file menu and choose switch to single-user mode.
Perform the onscreen instructions for each template you wish to create. You can now create multiple templates for every transaction type.
Initially, you need to head to the edit menu and choose preferences.
Once done with that, choose the send forms menu and also select the company preferences tab.
Now, from the delivery method default drop-down menu, you will have to choose the email tab.
The next step is to choose a transaction type from the email templates drop-down menu.
And further, create multiple templates for every transaction type transaction listed.
You now have to choose add template.
After that assign a name to the template.
Once done with that, customize the subject line and the body of the template.
Later on, choose the insert field to put a dynamic data field, which uses real data from the form including the customer name, due date, etc. Note that, you can type these fields into the message body, as long as they tally the prefilled options.
After you are done with the customization, you are supposed to click on save. Once you close the template, you need to click on ok in the company preferences tab to save the changes.
Under the company preferences tab in the Send forms menu, you will find all of the templates. In order to set one as the default, you need to choose a transaction type and choose set default next to the template you wish to use.
You can make use of your templates for emails sent alongside single transactions, batch emails, and even when you send pay stubs.
Email Sales/Payroll transactions
After you create an invoice, for instance, choose an email from the toolbar and then click on the invoice. QuickBooks will use the default template for the transaction type.
Whereas, if you go for an email later, you can choose one of the templates that you want to send a batch of emails. Head to the file menu and choose Send Forms. Once done with that, select the template you wish to use from the template drop-down,
In case you see your emails aren’t using any new template, then you can fix this issue or change your email template.
Email Bill Payment Stubs
When creating bill payments, you can send them using email with a custom template. You simply have to open bill payment, then choose email and bill payment stub and QuickBooks will use the default template for the transaction type.
Conclusion!
Creating a custom QuickBooks desktop email template isn’t that difficult, all you need is to implement the above-enumerated steps. However, if you still have any doubts or queries, or if you are unable to create custom email templates due to some reason, then in that case, do not think much in connecting with our technical support team at +1-888-510-9198, and they will surely provide you with the right information.
Having duplicate accounts might require you to merge them. This process of merging accounts in QuickBooks usually moves all the data into the one you wish to keep and makes the duplicates inactive. Not only that but keeping the lists clean usually speeds up the bookkeeping and makes it much easier. Note that, it is suggested only to merge the duplicates that were created mistakenly and be very careful when carrying out this process. In case you are an accountant, you need to follow the steps to consolidate multiple client lists at the firm. As this process is irreversible, it is essential for you to merge QuickBooks accounts carefully. To help you with this process, here we are with this segment sharing the complete set of steps to merge accounts in QuickBooks.
For more details, you can get on a call with our technical support team at +1-888-510-9198, and let our certified QuickBooks professionals help you with your queries.
Before you proceed with the steps, we would like to remind you again that merging accounts in QuickBooks is a permanent process. You can’t undo Intuit merge accounts once you have performed the steps. QuickBooks makes use of some accounts as the default for certain features. These accounts like the one connected to online banking, can’t be merged or deleted. Having said that, let us continue with the steps below to merge duplicate accounts. Note that, you should be in Accountant’s view before performing the steps. Here is how to combine accounts in QuickBooks:
In case you are merging accounts in QuickBooks online that have reconciliation reports, you need to save those reports first.
The account that you are trying to merge might not keep the reconciliation history. Moreover, the transactions remain on the merged account and stay reconciled.
Note that if both account registers have an opening balance equity transaction, then you will have to delete the transaction with the most recent date prior to merging. The older transaction is the opening balance in QuickBooks of the newly merged account.
Also, find the account you want to keep, choose the dropdown in the action column, and click on the edit tab.
Also, note save account under (account type), tax form section (detail type), and account name (name) of the account, all of these should match in both the accounts you want to merge.
Check if an account is a subaccount or a parent account. You can see the names of the subaccounts in the name column of the chart of accounts list. In case it is, then note down the parent account it is associated with.
You now have all the information that is required for the account you wish to keep. The steps below are associated with the duplicate account.
Head to the chart of accounts.
You will now find the duplicate account (the one you won’t keep).
Choose the dropdown ▼ in the action column and also click on the edit tab.
Once done with that, change the account name. Along with the tax form section (detail type), so the duplicate account’s information tallies to the account you wish to keep.
In case you want to make this as a subaccount, then keep the following things in mind:
In case you are merging two parent accounts, then it is essential to ensure that they do not have any subaccounts.
Or if you are merging two subaccounts, then they both must have the same parent account.
Also, if only one is a subaccount, then you need to change the save account under (account type). This is to match the other parent account so it becomes a parent account.
Once done, you need to choose the save tab and click on Yes, merge accounts.
This will successfully merge two accounts so that you end up with one. QuickBooks moves past transactions from duplicate to the new merged account.
Merging accounts in QuickBooks Online isn’t that difficult. All you need is to perform the right set of steps carefully. However, if you are unable to merge accounts in QuickBooks online even after carrying out the set of steps enumerated above, then in that case, feel free to reach out to us at +1-888-510-9198, and we will provide you with immediate support services. Our technically sound QuickBooks ProAdvisors will provide you with immediate support services.
Did you see a warning message with an error code PS101 when downloading the latest update for QuickBooks payroll tax tables? Suddenly bumping into a random error PS101 isn’t very common in QuickBooks. The error code usually shows up with a warning message that states: QuickBooks payroll update did not complete successfully. Please try again before the deadline reaches the payroll submission. As a result of this issue, the payroll update might not succeed. Moreover, the same error can be seen when there are any sort of firewall restrictions or other background applications that are obstructive. To help you in dealing with such an error, here we are with this segment sharing the complete set of steps to get rid of QuickBooks error PS101. Thus, make sure that you stick around this segment carefully, or you can also connect with our technical support team at +1-888-510-9198, and let our certified QuickBooks professionals help you in fixing all sorts of QuickBooks-related errors.
There can be a handful of factors triggering QuickBooks error PS101. Let us evaluate each of the reasons one by one:
In case the antivirus program or the system firewall is blocking the communication.
Another possible trigger can be if the Internet Explorer settings are not configured properly.
You can further come across similar issues in case numerous QuickBooks versions are stored on the device.
Or if the application is facing any sort of connectivity issues disrupting the smooth running of the program.
Another reason can be the installation of QuickBooks updates is partially done.
Methods to fix QuickBooks error PS101
In order to get rid of QuickBooks error PS101, one can try to implement a few solutions. Let us evaluate each of the methods one by one:
Method 1: Clean install QuickBooks using selective startup mode
Before you begin with the clean installation of QuickBooks, make sure to create a company file backup, to avoid any sort of data loss. The steps involved in here are:
To start with press and hold Windows + R and this will open up the Run prompt.
Once done with that enter MSCONFIG in the search panel and click on the next tab.
The next step is to head to the general section and choose the below tabs:
Selective startup
Load system services
You now have to click on the services tab and press Hide all Microsoft services.
After that click on disable all option.
Now, uncheck the lock screen.
Also, click on ok tab and select restart.
The user will then have to reinstall QuickBooks desktop.
Method 2: Configure Windows Firewall that excludes QB
Windows firewall is often set up to block certain websites and applications. Therefore, it is important to Configure Firewall Ports and Security Settings for QuickBooks for pages and apps that you want to access regularly. You can do this using the steps below:
Here you simply need to click on the Start tab
Once done with that, enter Windows Firewall in the search bar and choose the Windows Firewall tab.
Now, head to the advanced settings section.
Followed by, you need to see inbound rules and right-click on it.
After that select Create a new rule.
You now have to press the port tab and click on next.
Make sure that TCP option is marked
Move to the specific local ports field and enter the relevant ports according to the version of QuickBooks:
If the above steps didn’t help, try downloading and using the QuickBooks tool hub. You can carry out the steps below to fix the issue using the QuickBooks tool hub.
Simply try to close all background processes.
Now head to the official Intuit website and download the latest available version of the QuickBooks tool hub.
Once done with that, save the download file to an easy-to-access location.
The next step is to double-click the file downloaded above i.e., the QuickBooksToolHub.exe file.
And perform the onscreen prompts to complete the installation process.
Now double-click the QuickBooks tool hub icon and open it.
The next step is to click on the program problems tab and also click on Quick Fix My Program.
After the program diagnoses and fixes the issue on the system, you need to reboot it.
The last step is to download the payroll tax table update.
Conclusion!
Payroll errors in QuickBooks can be extremely annoying, especially errors like PS101. Hopefully, reading this segment might be of some help in getting rid of the QuickBooks error PS101. Just in case you have any queries, or if you come across the same issue again due to some reason, then in that case, feel free to reach out to our technical support team at +1-888-510-9198, and our certified QuickBooks professionals will ensure that all your QuickBooks-related queries are addressed immediately.
Did you see QuickBooks error 502 bad gateway? Well, this particular issue can be seen due to invalid responses from the server or when the cache memory of the browser gets full. QuickBooks error 502 bad gateway usually indicates that the HTTP status code server is getting an invalid response from another server on the internet. When a user saves a web page, the browser saves some data from the page in the cache memory, to simply load it quickly the next time you visit the page. However, when the cache memory gets full, the browser fails to store data further and this ultimately leads to error code 502 bad gateway. It can further be seen when you try to update QuickBooks to the latest release.
This error might seem to be a bit confusing, yet can be easily eliminated by clearing up the cache file of the web browser. There are a handful of factors that can trigger such an error in QuickBooks, which we have tried to cover in this segment along with some quick fixes for the same. To discover what those factors and quick fixes are, stick around this segment carefully, or you can further get in touch with our technical support professionals at +1-888-510-9198, and we will provide you with instant support services.
As mentioned earlier, a handful of factors can trigger such an error. Let us evaluate each of the factors causing bad gateway errors one by one:
In case you haven’t cleared the browsing history for a long period of time, then it can trigger this bad gateway error.
Another reason can be if there is any sort of malware or virus attack.
You can further come across a similar issue if the user hasn’t added Intuit as a trusted site in the browser.
Moreover, if the cache memory of the browser gets full, then it can trigger this particular issue.
Or if the cache memory of the QuickBooks application is full.
You can also face this issue if the active scripting is turned off in the browser’s settings.
Methods to fix QuickBooks error 502 bad gateway
Getting rid of the bad gateway error in QuickBooks becomes easy, once you have a grip onto the methods discussed below. Let us explore what measures can be taken to eliminate QuickBooks error 502 bad gateway successfully.
Method 1: Access QuickBooks using a Web browser
Navigate to the official site of Intuit.
Enter the credentials and click on the help tab.
The next step is to click on Contact Us.
Once done with that end 502 bad gateway in what we can help you with section.
Method 2: Download the latest transactions manually
Under this process, you will have to initially head to the banking menu.
Furthermore, you will have to choose the account that is to be updated.
Now, click on the update tab.
In case you face any duplicate entries, then there is a probability that your bank sent them twice. This often happens after a maintenance update is carried out. The transactions can be excluded from the download transactions page twice.
Head to the banking page.
Now, click on the review tab and mark the duplicate entry.
Furthermore, click on the batch actions tab and select exclude selected.
If you see any missing transactions, then they might not be posted yet.
Method 3: Verify settings of active scripting in the internet explorer
You need to check the settings of active scripting in Internet Explorer. This can be done using the below-scribbled steps:
Begin with rebooting the browser.
And then, clear the browser’s cache.
Furthermore, launch Internet Explorer and choose the Internet option from the tools menu.
The next step is to open the security tab and head to the internet icon.
After that, select the custom level and click on the enable active scripting option.
Toward the end, you need to click on the ok tab.
You will be required to reset the browser to its default settings. Note that this will change any customized settings that users have on the browser.
Browser cache can be one of the basic reasons causing such an error. Thus, it is suggested to clear the cookies and cache of the browser. The steps for Firefox, Internet Explorer, chrome, etc, might vary.
For Firefox:
At first, you will have to choose 3 bars present at the top.
Later on, head to the options tab and select the privacy and security tab.
You will then have to mark the cookies and site data, as well as the cached web content.
The last step is to choose the clear option.
On Internet Explorer:
Under this process, you need to launch Internet Explorer and then head to the tools tab.
Followed by, clicking on the internet options.
You now have to choose the delete tab in the general tab.
And head to the box having the temporary internet files.
End the process by clicking on the delete tab.
For Google Chrome:
In this process, you need to launch Chrome and choose the three dots.
The next step is to head to more tool options and also choose clear browsing data.
After that, make sure that all time has been selected in the time range list.
Also, mark cookies, other site data, cached images and files, and browsing boxes.
The last step here is to choose a clear data option.
Method 5: Clear cache of QuickBooks
Previously you cleared the cache of web browser. However, at times the cache of the software itself can trigger the error. Thus, try to clear the cache files of QuickBooks using the below steps.
Begin the process by launching QuickBooks.
Choose the reset app data in the help tab.
You now have to start the application.
At the end, verify whether the error is still active or not.
Method 6: Add the Intuit website as a trusted website in the browser
For Safari on Mac
Here you need to launch Safari and then write com in the address field.
After that click on enter tab.
Choose bookmarks and add the bookmarks tab.
You now have to choose top sites from the add this page drop-down list.
Followed by heading to add tab. How to Fix Script Error When Accessing QuickBooks Desktop?
The last step here is to check whether the issue is fixed or not.
For internet explorer
As Internet Explorer, you need to choose Internet options on the tools menu.
And then, choose trusted sites from the security tab.
Now, write intuit.com and unmark the server.
You also need to click on add option and hit the close and ok tabs respectively.
Now that you know what actually can fix QuickBooks error 502 bad gateway, it is time to implement these measures and fix the issue permanently. However, if you still have any queries related to the issue, or if you need our assistance at any point in time, then in that scenario, ring us up at +1-888-510-9198, and our certified QuickBooks support professionals will provide you with instant support and guidance.
Did you see QuickBooks error 6131, 0 and can’t find the right set of steps to eliminate it? Well, if that is the case, this segment will surely be of great help to you. At times, when opening a QuickBooks company file, you might come across such an error in QuickBooks. This error usually stops the authorization required to access the company file. The QuickBooks error 6131, 0 can appear on both local and network setups, especially when you open the file locally. This error falls under the QuickBooks 6000 error series and is usually related to the company file itself.
To help you eliminate this particular issue in QuickBooks, we have come up with this segment discussing the causes as well as the fixes of this error. For more details, scroll through this segment carefully, or you can discuss your queries with our QuickBooks support team at +1-888-510-9198, and let our certified QuickBooks ProAdvisors help you with your queries.
A couple of factors can cause QuickBooks error 6131. Let us understand those factors one by one:
A basic trigger for this particular error can be if there are insufficient admin permissions.
You can further come across a similar issue if the previous QuickBooks installation wasn’t complete.
Another possible trigger can be the .ND and .TLG files are damaged.
Solutions to QuickBooks error 6131, 0
Fixing QuickBooks error code 6131 doesn’t involve any rocket science. A few simple steps can help you get rid of this error permanently. Here are the solutions that can be implemented to eliminate this issue successfully.
Solution 1: End QuickBooks-related tasks in Task Manager
At times, background tasks can create hindrances in the smooth working of the software. Thus, it is suggested to close all the background tasks in the task manager, especially the ones related to QuickBooks. This can be done using the following set of steps:
Initially, you need to press ctrl + shift + Esc to open the task manager.
Once done with that, click on the processes tab.
You will then have to select all QuickBooks processes including QBW32.exe, qbupdate.exe, and QBDBMgr.exe, and close all the tasks by clicking on the end task.
The next step is to open QuickBooks and try to open the company file.
You will now have to check if the issue still shows up or not.
Solution 2: Rename .ND and .TLG files to fix QuickBooks error 6131
This process requires you to head to the company file folder.
After that, you need to search for the files with the extensions set as .nd and .tlg.
You are now recommended to right-click and select rename
Followed by adding old at the end of the file name.
And lastly, open QuickBooks and open the company file.
Solution 3: Changing the company file location
Another effective solution is to relocate the company file, as it can be creating an issue in certain cases. This can be done by carrying out the steps enumerated below:
At first, you need to visit the folder having the company files.
Heading forward, right-click the QuickBooks.exe icon and click on the properties tab.
You now have to click on the open file location.
Once done with that, click on the company file and press ctrl + C to copy the file.
The next step is to create a new folder on the desktop and open it.
Press Ctrl + V and paste the files here.
You are then required to open QuickBooks and click on the option to open the company file.
The last step is to click on browse and select the file that you copied to the new folder.
Solution 4: Update QuickBooks
Using an outdated software version can also trigger a lot of errors. Therefore, it is highly recommended to update QuickBooks to the latest release. You can try performing the below steps to update QuickBooks Desktop successfully.
Open QuickBooks at first.
Furthermore, head to the help menu and select the update QuickBooks desktop option.
You are then required to click on the Update Now tab.
Followed by clicking on reset update.
Also, click on get updates.
The last step is to quit QuickBooks after the update ends.
Solution 5: Run QuickBooks File Doctor Tool
If none of the above methods worked, try running the QuickBooks file doctor tool using the steps below:
As discussed above, QuickBooks error 6131, 0 falls under the 6000 error series, and eliminating this issue becomes easy, once you implement the right set of steps. Now that you know what steps can be implemented to fix this error successfully, we hope that you will be able to eliminate QB error 6131 from its root cause. On the contrary, if you are unable to rectify this issue, or if you need any sort of technical guidance, then do not think much in connecting with our technical team at +1-888-510-9198, and our certified QuickBooks experts will answer all your queries immediately.
