How to Import your Data from QuickBooks Desktop to QuickBooks Online

How to Import Data From QuickBooks Desktop to QuickBooks Online?

by with No Comment ErrorQuickBooks

Learn the process to transfer data from QuickBooks desktop to QuickBooks online.

Getting your Company file transferred from QuickBooks Desktop to QuickBooks Online is pretty easy. You just need to know the basic steps to prepare and move the company files to QuickBooks Online. This blog encapsulates and elaborates 4 simple steps that you need to follow to import data from QuickBooks desktop to QuickBooks online. So, keep reading the article.

Steps to Import data from QuickBooks Desktop to QuickBooks Online

As a user of QuickBooks Desktop who has switched to QuickBooks Online or planning to switch, you need perform the following steps for getting your Company files transferred or imported from QuickBooks Desktop to QuickBooks Online.

Step 1: Preparing the Desktop file

  • The first necessary action involves updating QuickBooks to the latest release. For this, you can simply launch QuickBooks as an admin.
  • Then, go for Help tab and head to the option “Update QuickBooks Desktop”.
  • This should be followed by a click on Update Now, and also clicking on Reset Updates option.
  • Now, click on Get Updates to start the  download.
  • When the downloading is done, soon after, you need to run QuickBooks to install the downloaded updates.
  • Now, when QuickBooks is up-to-date, you now need to ensure that the Company file is within the size limit. The targets should be less than 750,000 before it can be successfully imported to QuickBooks Online.

Users may also read: How To Resolve QuickBooks Online Error Code 1000?

Step 2: Save Sales Tax Liability Report

Here are the steps you need to follow.

  • First you should go for printing of Sales Tax Liability Report and soon after adjustment entries need to be entered, the steps for which are below:
  • Head for Reports and after this, you need to go for Vendors and Payables.
  • The next step should be selection of Sales Tax Liability. Now, from Dates, you need to click on All.
  • Also, from Print, go for the Save as PDF option.
  • Save the file to a suitable location. In case you are using QuickBooks Payroll, you are required to go for the termination or deactivation of any employees who are not working anymore and are unpaid for the present year.

Step 3: Moving QuickBooks Desktop to QuickBooks Online

For users who have a QuickBooks version older than 2020, data can be moved from QuickBooks Desktop to QuickBooks Online using an Online Tool.

Process for QuickBooks Desktop Pro or Premier

The process for QuickBooks Desktop Pro or Premier involves the following steps:

  • The first step requires signing in as an admin and then making a move to Company.
  • This should be followed by the option to Export Company file to QuickBooks Online.
Export-company-file-to-QuickBooks-online
  • Now, you should click on Get Started option and then sign in to the QuickBooks Online company. This should be followed by a click on the Company file to be replaced with your Company file.
  • After that, the next step is to click on Continue.
  • In case you go for inventory tracking in QuickBooks Desktop, you need to click on Yes to invite them and then enter as-of date. You need to enter the first day soon after the last tax filing period as the inventory start date.
  • Else, you can click on No for setting up new items later in QuickBooks Online.
  • You should then click on Agree and followed by that, click on Replace.
  • You can then hit on Yes, and replace the data, followed by clicking on Replace.
  • Process for QuickBooks Desktop Enterprise.

Related topic: How to set up folder permission in QuickBooks desktop?

Process for QuickBooks Desktop Enterprise

The steps for QuickBooks Desktop Enterprise are:           

  • You need to first sign in to your QuickBooks Desktop Company file and then you can press Ctrl + 1 for opening the Product Information window.
Product-Information
  • Soon after, you can press Ctrl + B + Q, and then click on Ok. In the export window, you need to click on Get Started.
  • You can then sign in as admin to the QBO Company and then make a choice for Choosing the online company. Now, you can choose the company file to replace the existing one.
  • Then you can click on Continue.

Step 4: Using QuickBooks Online

After performing the steps discussed above, you need to do the following:

  • Connect the bank or credit card account
  • Try creating and sending invoices to customers.
  • You can also track bills and then learn the process to pay them in QuickBooks.
  • You can now get started with QuickBooks Online and use the Company file.

That’s it!                        

In the present blog, we covered all the steps to help you import data from QuickBooks desktop to QuickBooks online. If you want to share any queries with our QuickBooks experts, you can call us or reach us through the chat support.

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How to Create and Open Portable Company File in QuickBooks Desktop

How to Create and Open Portable Company File in QuickBooks Desktop?

by with No Comment ErrorQuickBooks

Company file is also available as Portable file which is way easier to move as compared to the conventional Company file. Portable company files can be considered as the compact counterparts of your company file that are useful when you are going for sharing of accounting data to other systems. Such file can be shared through emails or transferred to the USB. Follow the guidelines in this article to know the procedure to create and open portable company file in QuickBooks desktop.

Cannot-open-QuickBooks-portable-company-file

Steps to Create and Open Portable Company File in QuickBooks Desktop

The steps for the creation and opening of such Company file are elaborated below:

Step 1: Get QuickBooks Updated

The first step should be to update QuickBooks to the newest available version rolled out by Intuit. The steps for the same are:

  • Launch QuickBooks and then go for the Help tab.
  • This should unravel a list of options, which shall include “Update QuickBooks Desktop”. You need to click on this option.
Updating-QuickBooks-Image
  • Soon after clicking on it, a new window shall open. Here, you need to click on Update Now, then mark the Reset Update box, and finally click on Get Update.
  • The updates may take a while to get downloaded, and once the process reaches an end, you should re-run QuickBooks and get the updates installed by a simple click on Yes on the onscreen prompt displayed on the screen. Once the QuickBooks updates are completed, you can then move on to the next step.

Users may also read: Resolve potential data Issues in QuickBooks desktop

Step 2: Create Backup                                 

Portable Company file are an effective and easy way for transferring accounting data in instances when the full backup is not necessitated. Notably, a portable company file does not include logos, templates for messages, or images. Even the Loan Manager or Statement Writer files are not included in the Portable Company files. To get the backup of the company file done, the steps to be done are:

  • Go for the File menu, and after that, the next step should be to click on backup company file.
  • You should then go for the option to Create Local Backup, and soon after, click on Next.
  • You can now choose the destination where you want the backup file to be saved. For this click on Browse and then make a choice of the location.
  • Click on Ok to get the backup done.

Step 3: Creating Portable Company File

  • Creation of Portable Company file requires launching of QuickBooks as an admin. As the accounting program shows up, go for the File menu.
  • Afterwards, you should click on the Create Copy option and this should be followed by a click on Portable Company File.
  • Then, click on Next and choose a suitable distinct name for the file. Also, choose a destination for the file and then you can click on Save and followed by Ok.

Related topic: Fix delivery server down error in QuickBooks online

Step 4: Opening the Portable Company File

  • The initial step requires running QuickBooks as admin and then going for the File menu.
  • Afterwards, click on the option to Open or Restore Company.
Open-or-Restore-a-company-file-Image.png
  • This step should then be followed by a click on Restore a Portable File and then the Next tab.
  • Choose the Portable Company File with the .qbm extension.
  • Now, click on Open.
  • You need to then choose the location where you want the file to be saved. Upon choosing the location, click on Next and then finally you can click on Save.

Summing up!

This blog contained all the necessary information readers need to create and open Portable Company File in QuickBooks Desktop. If you have any queries to share with our dedicated team of QuickBooks experts, you can always reach us out through the Live Chat Support.

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Procedure to Deposit Payments in undeposited funds account in QuickBooks

How to Deposit Payments in Undeposited Funds Account in QuickBooks?

by with No Comment ErrorQuickBooks

Before subsuming payments into a deposit, payments need to be put into undeposited funds. Undeposited funds account is a repository of payments made in QuickBooks till the point the payment is physically deposited in the real bank. All payments are combined into single transaction upon depositing in the bank. If the deposit slip is in hand and the payments being combined by the bank are known, the same can be done in QuickBooks as well. The payments can be transferred into undeposited funds account as long as you want to get them combined into a single record. To get a thorough insight into the procedure to deposit payments in undeposited funds account in QuickBooks, read the article all till the end.

Procedure to Deposit Payments in undeposited funds account in QuickBooks

You need to perform the following steps for depositing your payments in undeposited funds account in QuickBooks.

Step 1: Transferring payments into an undeposited funds account

You should keep in mind that there is only one undeposited funds account possible. You can use it to store all the payments for combining and grouping. Based on how the payment is to be processed, and subsequently, the transaction being incorporated, below are enumerated the guidelines:

Transactions downloaded from bank and credit cards

If the bank or credit cards are connected, all the transactions are automatically downloaded by QuickBooks. The accounting program has your bank information, so there is absolutely no requirement of combining the downloaded transactions. Only the categorization of downloaded transactions needs to be done.

Check also: How to Resolve IIF Import Error In QuickBooks Desktop?

Transactions being processed through QuickBooks payments

Invoice payments that are being processed with QuickBooks payments are handled by QuickBooks and these are not required to be transferred to the Undeposited Funds. However, if the same are to be combined outside QuickBooks payments, following is the procedure:

  • The first step is choosing “+ New”.
  • This should be followed by the Receive Payment option and soon after the customer should be chosen from the Customer drop-down option.
  • Here, the selection of checkbox should be made corresponding to the invoices for whom the payments are being received.
  • The next step is clicking on Deposit To dropdown, which should be followed by Undeposited Funds option.
  • The form should now be filled all to the end and then the next step should be to make a choice for Save and send, Save and new, or Save and Close.

Sales receipts for payments processed outside QuickBooks

For these receipts, the procedure is as follows:

  • The first move should be + New, which should be followed by the Sales Receipt option.
  • Now, the customer should be chosen from Customer drop-down and the Deposit to option should be clicked.
  • The next step should be a click on Undeposited Funds.
Deposit-to-on-a-Sales-Receipt-QuickBooks-Desktop
  • The sales receipts pending should now be filled up.
  • Finally, a click on Save and Send, Save and New, and Save and Close should be made.

Users may also read: How to rectify QuickBooks error code 1000

Step 2: Making Bank Deposit                                             

When depositing a slip-in-hand, the bank deposit can be recorded and the payments can be combined in QuickBooks. Notably, the payments in Undeposited Funds Account get appeared in Bank Deposit window.

Step 3: Reviewing the Undeposited Fund Account

  • The Undeposited Funds account should be checked for clearance of any payments that are waiting to be deposited.
  • The first step should be to make a move to Settings, and then the Chart of Accounts.
Chart-of-Accounts
  • From here, the Undeposited Funds account should be identified and then the option to View Register should be chosen.

That’s it!

This ends our discussion on the steps to deposit payments in undeposited funds account in QuickBooks. If you need any help, you may call us anytime at or else, you can simply connect with us on our live chat option.

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How to Set Up Firewall and Security Settings for QuickBooks Desktop?

by with No Comment ErrorQuickBooks

Learn the steps to set up firewall and security setting for QuickBooks desktop.

QuickBooks is a very well-known accounting software. This software has been designed by keeping in mind that manual labor needs to be reduced, while boosting efficiency and productivity. There can be various problems like connectivity issues or system security blocks communication between QuickBooks and internet. Also, you might have encountered an error stating Windows firewall is blocking QuickBooks.

In this article, we are going to take a detailed look at a step-by-step process of how to set up firewall and security settings for QuickBooks desktop.

You may also read: How to Fix QuickBooks banking error 179?

What is Windows Firewall?

Windows-Firewall

If you are wondering what is windows firewall then remember that it is an application which helps protect a device from virus, malware and other threats. This application is a must have program which should be there on every device. The application runs and blocks all unwanted programs in case it seems threatening. Just because of this it is possible to encounter blocked QuickBooks 2023 firewall ports. 

This issue can linger further when various servers are connected to each other. The most basic solution is to update the firewall and configure the settings.

Steps to Set Up Firewall and security settings for QuickBooks Desktop

Here is how you can set up firewall for QuickBooks desktop – 

Step 1: Make sure that QuickBooks is not blocked on these ports.

It is possible to amend firewall ports with the help of some applications. Here is what you need to do – 

  • Click on the Windows button.
  • Type Firewall in the search bar. 
  • Press Enter. 
  • Click the Windows Firewall option.
Windows-Firewall-setting
  • Select the Advanced Settings button.
  • Right-click on the inbound rules field.
  • Select New Rule.
  • Click on Port. 
  • Press Next.
Choose-Port-Option-QuickBooks
  • Choose TCP.
Ensure-TCP-option-is-Checked

Next you will have to include the relevant port requirements as per the version of your QuickBooks application – 

a. QuickBooks Desktop 2020: 8019, XXXXX.

b. QuickBooks Desktop 2019: 8019, XXXXX.

c. QuickBooks Desktop 2018: 8019, 56728, 55378-55382.

d. QuickBooks Desktop 2017: 8019, 56727, 55373-55377.

  • Click Next. 
  • Then click on “allow the connection”.
Allow-the-connection-Screenshot.png
  • Again click next. 

Once the next window appears mark all the profiles. 

  • Select next. 
  • Now you will have to create a rule. 
  • You should name it in the format of QB ports (year) for easy access. 
  • Finally click on the finish button. 
  • Follow all of the above steps again to create outbound rules. 
  • Restart your computer.
  • Access QuickBooks to check if the issue is solved.

Read also: Resolving potential data issues in QuickBooks desktop

Step 2: Remove QuickBooks from Firewall

Even if the QuickBooks ports are working firewall may block it from accessing the internet. So, QuickBooks should be added as an exception – 

  • Click on windows button. 
  • Type Firewall in search bar.
  • Press enter.
  • Select windows firewall option. 
  • Next, select advanced settings button. 
  • Right click on inbound rules field.
  • Next choose the program.
  • Click on next. 
  • Then click on the program path. Click Browse and choose one executable file (.exe) for QuickBooks. 
  • Again click Next and select “Allow connection” option. 
  • Click on next as now you have to frame a rule. Always use the format “QBFirewallException(name.exe)” for easy access. 

Now you will have to follow the steps given above to create outbound rules. 

  • Reboot your device. 
  • Access QuickBooks to check if the problem is solved. 

If you get program files (x86) you may be using 64 bit operating system.

Step 3: Review Anti-virus settings

Now you need to check if the anti-virus is preventing access to the internet. You have to provide access as well as permissions for the QuickBooks program through anti-virus settings or the official website. You will have to contact the technicians in case you are not aware of the steps to rectify the blocking process. Here are the steps to carry out the same – 

  • Press the windows icon.
  • Type settings in the search space.
  • Press Enter.
  • Select the settings tab.
  • Click on the update and security button. 
  • Choose windows security. 
  • Click on virus and protection.
  • Next click on “manage settings option”.
  • Go to the exclusions field. 
  • Select add or remove exclusions. 
  • Choose the “Add an exclusion button”.
  • From the list select QuickBooks. 
  • The window defender will not block the tasks anymore.

Check also: Procedure To Merge List Entries In QuickBooks Desktop

Step 4: Start QuickBooks File Doctor from the Tool Hub.

The QuickBooks File Doctor is pretty useful. Users can run it by downloading the tool hub that has different utilities for various errors in one place. 

Here are the steps given below –

Download QuickBooks Tool Hub

QuickBooks-Tool-Hub-Icon.jpg
  • Go to the Intuit website and search for the download link for the QuickBooks tool hub. 
  • Click and begin the download process.
  • Save the file to a preferred location on the desktop. 
  • Go to where you have downloaded QB to the hub file. 
  • Double-click the quickbooks_tool_hub.exe file to start the installation process. 
  • If dialog boxes, prompts, and other agreements appear click confirm. 

Conclusion

A bad internet connection is what might cause the “Blocking QuickBooks” error. However, if you can follow the steps given above properly then you should be able to solve the problem easily.  If you are still unable to configure firewall and security settings for QuickBooks desktop then you can get in touch with customer care. All you need is to connect with us via chat support.

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How to Fix QuickBooks Error 108

Fixing QuickBooks Error Code 108 – A Complete Guide

by with No Comment ErrorQuickBooks

Learn step-by-step Instructions for resolving QuickBooks Error Code 108

QuickBooks accounting software has several tools and features that helps manage accounts and other operations. This software has several algorithms and codes which can cause errors. These problems might occur when managing bank account in QuickBooks online. The errors can occur as a result or technical issues or other faults at banks end.

It is common for QuickBooks users to face errors due to bank issues. One such common error is QuickBooks error 108. In case you are looking for ways to resolve this error then this article might be helpful.

What Leads to QuickBooks Online Error 108?

  • The bank might generate some message that needs user action.
  • Invalid username or password can cause problems.
  • Another reason could be a problem with the bank server.
  • In case the user has installed more than one version of QuickBooks.

Read also: How to Mend QuickBooks Error 179?

How to Identify QuickBooks Error Code 108?

If you want to identify the error you can easily make a note of the symptoms which might be like –

  • The first symptom can be error message displayed on screen.
  • Other symptom can be that the user is unable to work on QuickBooks.
  • The QuickBooks window might crash.
  • Your PC might become sluggish.

Ways to Resolve Banking Error 108 in QuickBooks Online

Let us have a quick look at the ways to resolve QuickBooks error code 108 –

Solution 1- Disable the Pop-up blockers

pop-up-blocker
  • Disable the pop up blocker QuickBooks banking error 108.
  • Firstly you need to login to the website of the bank.
  • Go through all messages and notifications.
  • Next step is to act on the messages or dismiss them.
  • Next the user should visit QuickBooks online.
  • The user should visit the menu on the left side.
  • Then select the banking option.
  • The user needs to tap on update on the banking page.
  • Finally the user needs to check if the error is appearing or not.

Recommended to read: Easy Way to Fix Potential Data issues in QuickBooks

Solution 2- Check the Firewall settings

Windows-Firewall-setting
  • You need to login as an admin.
  • Use the latest updated version of QuickBooks.
  • Verify the firewall settings. It might block access to the company file of QuickBooks.
  • Next you need to check the Internet security setting.

Solution 3 – Run system file checker

Go to the start menu and type command in the search bar.

  • The user needs to press Ctrl and shift keys at the same time. Next tap enter.
  • Next in the permission dialog box click yes.
  • The user will next see a black box which will appear with a blinking cursor.
  • Next the user needs to type SFC or scan now QuickBooks error 108.
sfc-scannow
  • Once done with above steps the system file checker will commence the scanning process.
  • Finally one needs to follow on screen instructions to finish the process.

Solution 4 – Install Windows updates

Update-the-Windows-10-Check-for-updates
  • Check if windows 10 is updated or not.
  • Click on start button.
  • Type update in search bar.
  • Next a windows update dialog box will come on the screen.
  • The last step is to click “install updates option”.

Users may also read: How to Merge List Entries in QuickBooks Desktop?

Solution 5 – Log in to your bank account

log in to bank
  • First login to the website of the bank.
  • Check KB details in download transactions.
  • Finally hold the Ctrl key and enable the pop up blocker.

Solution 6: Check for the Financial Institution’s Notification

Update-transactions-QuickBooks-error-108
  • Firstly sign into online banking account.
  • Check notifications for immediate action.
  • Remove all those notifications that does not need any action.
  • Next open QuickBooks online after signing out of online banking account.
  • The next step is to clear notifications that don’t need any action.
  • Go for banking from the left side panel of QuickBooks online.
  • Finally open the banking tab and click on the Update button.

Conclusion!                

The solutions given above are the ways to fix QuickBooks error code 108. Users can try using any of these methods to resolve the error. But in case the problems are not resolved one can always consult the technical expert for better response. You simply need to call the toll number and the support team will provide you with complete assistance.

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Different Solutions to Fix QuickBooks Online Error 176

How to Troubleshoot QuickBooks Error Code 176 – Online Banking Issue

by with No Comment ErrorQuickBooks

A Quick Guide to resolve QuickBooks Error 176.

QuickBooks Online is a well-known accounting software. It is perfect for small as well as medium-sized businesses. More and more people are using it as it has become easier to manage financial transactions. But, just like any other software, QuickBooks Online can have errors. One such common error is 176. In this blog post, we will look at the causes of QuickBooks online error 176 and then provide solutions to resolve it.

What is QuickBooks Online Error 176?

When the users attempts to connect QuickBooks online to the bank, QuickBooks Error 176 appears as a script error and prevents linking bank accounts to QuickBooks.

The error looks somewhat like this –

“An unexpected event prevented us from connecting to the bank. You may try to log in later or verify for typos or other errors. If these don’t work, attempt to sign in on the business banking site.”

You may also read: Resolve IIF Import Error In QuickBooks Desktop

What are the main Causes for Error 176?

Let us first look at the causes of QuickBooks error 176. Once you understand the reason, it will be easier to resolve the error.

  • If you have yet to clear the junk files in the browser, they can create problems in accessing websites and QuickBooks Online.
  • Browser add-ons and extensions can help users save time and personalize how they access websites.
  • Internet Explorer should be your default browser. QuickBooks, by default, uses Windows internet settings to connect to the internet, and these settings are configured from Internet Explorer. As a result, the bank server may trigger QuickBooks account login error 176.
  • If you make any changes to the bank account which is linked to QuickBooks you should refresh it to prevent any error like 176.

7 Different Solutions to Fix QuickBooks Online Error 176

Here are the 7 different solutions that can fix the online banking error 176

Solution 1: Remove the Browser’s Junk Files

Google Chrome

  1. Click on the three dots at the top right corner of Chrome, and then select Settings.
  2. Next, click the privacy and security tab to the clear browsing data option.
  3. Select time from the the Time Range drop down and then check mark next to the cookies. Also, mark the cached images and files, password and other sign in data and auto fill form data options.
  4. Select the clear data option and chrome can delete all junk files.

Internet Explorer

  1. Click the tools or gear icon at the top right and select internet options.
  2. Click on the delete option under the browsing history section.
  3. Checkmark the temporary internet files, cookies, and other data options.
  4. Click delete and wait till you get rid of all junk files.

Related topic: Methods to fix QuickBooks Error 1000

Solution 2: Switch to Private Mode to Disable Add-ons

Google Chrome

  • Firstly, need to right click on the chrome icon in the taskbar.
  • Select the new incognito window option.
  • You can press Ctrl + Shift + N keys to open a private window.

Internet Explorer

  • Right click on the internet explorer icon in the taskbar.
  • Select the start option in private browsing option.
  • Next run the internet explorer in private mode.

Safari browser

  • Press control + option + P for Safari browser.
  • Press Ctrl + Shift + P for Firefox.

Solution 3: Make Internet Explorer as your Default Browser

  1. Open the internet explorer and click the gear icon at the top right.
  2. Next select internet options and select programs tab on internet options window.
  3. Select “Click Make Default” in default web and hit Ok.

Similar blog: How to rectify banking error 179 in QuickBooks?

Solution 4: Disconnect and Reconnect your Bank Account

Steps for disconnecting and reconnecting bank account.

  1. Access your accounts banking section by selecting the banking option under transactions or banking tab.
  2. Select the bank account you are struggling to connect. Click on the pencil icon to go to next step.
  3. Click the Edit account info option. Put a checkmark next to “Disconnect this account” on save option.
  4. Click save and close. This is how you disconnect your bank account from QuickBooks.
  5. Reconnect the bank account by going to the banking section. Click “connect account option”.
  6. Click add account or link account. Press continue.
  7. Enter your bank account login credentials. Go though the on screen instructions to sign in to bank account.
  8. Choose the account you want to connect from Account Type drop down list like saving, checking or credit card account.
  9. Select bank from account type drop down list.
  10. Select the type of account from drop down list.
  11. Enter details and then click save and close.

Solution 5: Report the Issue to Officials

If you see that none of the above given steps are working you can report the issue –

  1. Go to banking menu after launching QuickBooks online.
  2. Once you open the banking page choose “Report issue” icon.
  3. Type all the details such as name, email etc and submit.

You may also know: How to Resolve QuickBooks potential data issues?

Solution 6: Go For System File Checker

  1. First of all, you need to type in CMD in the start menu.
  2. Do not press Enter.
  3. Hold Ctrl + Shift and then Press Enter.
  4. Select Yes on the permission window which appears.
  5. Next a blinking cursor will appear so type sfc/scan now.
  6. Press enter and the system will identify and fix QuickBooks autofill not working error.

Solution 7: Contact Your Bank

Anyhow if all the above steps are not working you can try contacting the bank. It is best to have a word with the banks customer support. They will provide all the information about the restrictions and other issues which may be leading to all these errors.

Conclusion!

This blog covered all the facets of QuickBooks error code 176 and the ways to fix it. In the instance if this error is persisting, witout hindrance you can reach us out through live chat. Our QuickBooks support team are available 24/7 to solve your issues.

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How to Fix Sync Error 324 in QuickBooks Online

How to Fix Sync Error 324 in QuickBooks Online?

by with No Comment ErrorQuickBooks

QuickBooks Online has been gaining prominence in recent times due to its ease of operation and mobility. The accounting program has been proving to be a big respite for accountants, especially in the hustle of U.S and American business sectors. QuickBooks Online has however faced many issues lately, of which QuickBooks error 324 has been a recent entrant.

This error can be encountered when choosing the account to link in QuickBooks Online. The error can be fixed by performing certain technical solutions, all discussed in this article.

Quickbooks-error-code-324

Under what conditions does QuickBooks Error 324 show up?

This error code in QuickBooks Online is come across when logging into PNC/bank and while choosing the right account. The login process may go on smoothly for users but when prompted to choose the account the link doesn’t work and QuickBooks Error 324 appears on the screen. The main causes of this error are:

  • The bank may have altered the account to some other server.

  • The name of the account was changed.

  • The bank account chosen is closed.

  • There are multiple bank accounts with identical name.

You may also know: Fixing QuickBooks Banking Error 179

Solutions to fix QuickBooks Sync Error 324

This issue has been resolved by Intuit, but some of QuickBooks Online users are still facing it. Below have been discussed the multiple workable methods to fix the same.

Solution 1: Switch to the Incognito mode

The first practicable method which can get this issue fixed involves switching to the Incognito mode and then trying to login to the bank account thereafter. The simple short keys to switch to the Incognito mode in different web browsers are:

  • Mozilla Firefox & Microsoft Edge: Press Ctrl + Shift + P

  • Google Chrome: Press Ctrl + Shift + N

  • Safari: Press Command + Shift + N

Solution 2: Updating and checking the connection

The steps to get the transactions updated are:

  • The first step should be signing in to your QuickBooks Online account.

  • This should be followed by a click on Transactions and after that, the Bank Transactions option should be chosen.

  • Now, click on Update and in case of some error, you should identify a banner on the Banking page and then selecting Check Connections.

You may also read: How to Fix QuickBooks Potential Data Issues in QuickBooks

Solution 3: Editing Account Info

You need to make sure that your account has a unique name and the same account name is not being used by any other account in the same bank. For this the name of the account can be altered as follows:

  • At the start, the initial step is to head for Transactions and after that a selection for Bank Transactions needs to be made.

  • This should then be followed by a selection of the bank account facing the issue and then subsequently clicking on the Pencil icon.

  • Soon after, click on the option to Edit account info.

  • Then, go for the Name field and change the name of the account.

  • When the name has been successfully changed, the next step is to save the changes by clicking on Save and Close.

These solutions to fix QuickBooks Sync Error 324 have worked for most of the users. Just in case you are still coming across this error, then in that case, you can straightaway give our QuickBooks experts a phone call at the helpline number. Or else alternatively, you can also reach us out through the 24/7 chat support.

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How to Resolve QuickBooks Error Code 1000

How to Resolve QuickBooks Online Error code 1000?

by with No Comment ErrorQuickBooks

Are you facing error 1000 in QuickBooks online? Let’s learn the different methods to fix QuickBooks error 1000.

QuickBooks Online is becoming a sought-after accounting program in recent accounting milieu due to the ease of access and usability. Particularly, direct deposit feature has been fraught with multiple errors. One such error occurs when entering incorrect PIN while sending payroll details for employees. But getting this issue sorted out is an easy task if you strictly implement the guidelines discussed in this article.

QuickBooks error code 1000

What is QuickBooks Error 1000?

QuickBooks online error 1000 is related to incorrect entry of PIN when you try to access the payroll Tax Center or the Account Page. The error message can appear in different forms listed below:

“PIN is entered incorrectly too many times. For security we have temporarily locked access to the payroll service. Wait 15 minutes and then re-enter your pin. [Message Code 1000]”

“The PIN you entered is not valid. Re-enter your PIN. Your PIN must be between 8 and 12 characters and include at least one letter and one number.  Make sure that Caps Lock and Num Lock is turned off and that you enter your PIN carefully.  [Message Code 1001]”

“You have entered an incorrect PIN three times. Please try again later.”

Read also: How to Resolve QuickBooks Error 15276?

Main causes for QuickBooks Error Code 1000

The major cause of this QuickBooks Online error is the entry of incorrect PIN. But this issue can also be caused due to other factors, including the following:

  • The bank account got disconnected due to some issues including temporary back end server maintenance.
  • Internet connectivity facing interruptions
  • The file size is too large or is facing data corruption.

Different methods to fix QuickBooks Error 1000

If you are facing the same issue, you can perform the following solutions to get the issue sorted out permanently.

Method 1: Try connecting to QuickBooks again with correct PIN

This error can is most of the times caused when you enter incorrect PIN when connecting to your payroll account. You should wait for some time and then enter the PIN correctly to login to your account without facing further issues.

Check also: Troubleshoot QuickBooks Online Dependent System Error

Method 2: Reset QuickBooks PIN                   

If you are unable to login to your account due to misplacement or forgetting the same, then you should go for resetting of the PIN. The procedure for resetting the PIN is:

  • The first step should be to download the QuickBooks PIN Replacement form.
  • Fill up all the necessary information in the form.
  • After that, add an attachment of your ID and then forward the form to Intuit.
  • You can subsequently connect to the Intuit customer support to get a fresh QuickBooks payroll PIN.

Method 3: Inspect Bank Transactions

The error can be caused by frequent issues at the bank end. The steps for resolution are:

  • Start by accessing QuickBooks Online and then going to the Banking section
  • Here, the next step is to go for Transactions followed by the Bank Accounts
  • Then, the blue square should be chosen corresponding to the account to disconnect and then click on Review option.
  • You should then go for addition, review and matching of the transactions included in the list.

You may also read: How to Download, Install QuickBooks Tool Hub?

Method 4: Disconnect and Reconnect to the Bank Account

Steps for Disconnecting the Bank Account

The steps for disconnecting to the bank account involve the procedure below:

  • The initial step is to head for the Banking option and then making a choice for Transactions.
  • This should then be followed by Bank Accounts and then click on the square blank besides the account to disconnect. Then, the edit account info option should be chosen, and this should be followed by a click on Disconnect.
  • Finally, the changes should be saved by a simple click on Save.

 Steps for Reconnecting the Bank Account

The walkthrough for reconnecting the bank account is simple and you need to abide by the following steps:

  • Access QuickBooks Online and then you can head for Bookkeeping option.
  • This should then be followed by a click on Transactions and then the Bank Accounts.
  • The subsequent step should be making a choice for the Link Account option.
  • This will reconnect the Bank Account to QuickBooks Payroll.

Method 5: Using the Verify and Rebuild Tool

One potential cause of QuickBooks Error 1000 in QuickBooks Online can be Company file issue. This can be sorted out by using the inbuilt “Verify and Rebuild Tool” in QuickBooks. The steps for using the tool are:

  • The initial steps should be visiting QuickBooks and then going for the File menu.
  • Here, you should click on the Utilities option and then the Rebuild Tool.
Naviagate-Utilities-Option-Screenshot.jpg
  • Backup the Company file and then start the rebuilding procedure.
  • When the rebuilding is done, the efficacy of the same can be checked by running the Verify Data Tool. The tool is available in the Utilities section of the File menu just adjacent to the Rebuild Tool.
Utilities-Verifying-the-Data-or-Rebuild-Data-Screenshot.png
  • If the Verify tool still identifies some file integrity issues, then the Rebuild tool should again be used to scan the company file until the tool no longer identifies any further data integrity issues.
  • Also, you should make sure to add QuickBooks process QBW32.exe in the list of exceptions in the Firewall or Antivirus.

You may also know: How to Fix Potential data issues in QuickBooks?

Winding up!

This segment explained different troubleshooting methods that should help you permanently fix QuickBooks Error code 1000 in QuickBooks Online. If you need any help, you can call our proficient QuickBooks experts anytime on our dedicated helpline, or else you can connect with us through the chat support on our website.

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How to Resolve Delivery Server Down Error in QuickBooks Online

Methods to Fix Delivery Server Down Error in QuickBooks

by with No Comment ErrorQuickBooks

A quick guide to solve QuickBooks delivery server down error.

QuickBooks Online users are prone to different types of errors, mostly related to invoices and sales. Most of the users have been experiencing technical issues when trying to send invoices. This error can be resolved if you follow the correct troubleshooting procedures, all of them explained elaborately in this article. Just make sure to implement each of the methods carefully to fix delivery server down error in QuickBooks.

Different methods to Resolve QuickBooks Delivery Server Down Error

The issue can be rectified by following simple troubleshooting solutions starting from the first one below. If the first one fails, then you can switch to the next solutions and so on.

Method 1: Inspect Company and customer email address

This simple method requires you to make sure that the Company  email and Customer-facing email are correct and have the correct format. The procedure for the same is:

  • The first method is to head to Settings and from there you should make a move to Accounts and Settings
  • You should then go o the Company tab and from there go to Contact Info. Soon after, you should inspect Company email and the Company-facing email. For instance, the format “yourcompany@yourcompany.com” is correct while the format “email: yourcompany@yourcompany” is incorrect.

You may also read: How to Update QuickBooks Desktop To The Latest Release?

Method 2: Check the location email address

For users who are conforming to location tracker, it is important to check the correctness of the email address format employed in the sales form. The steps for implementing the same are:

  • The first action is to go for Settings and thereafter opt for All lists. After that, the selection for All lists has to be made, followed by Locations.
  • After that, in the Action column, the dropdown menu should be chosen and then the next step should be to click on Edit.
  • Email address should be checked in “This location has a different email address for communicating with customers” and the changes if any should be made.
  • Followed by this, the next step should be to click on Save and then another attempt to send the sales form should be made.

Method 3: Give a check to the Invoice format

Incorrect format of the invoice can also result in QuickBooks online delivery server down error. Especially special characters like (! @ # $ % ^ & * ( ) _ – = + : “) should be avoided in Description, Attachment name, Message, Email id and custom form templates.

Related topic: How To Troubleshoot Backup Company File Issues In QuickBooks Desktop?

Method 4: Checking the correctness of sales forms email option

In such cases, users need to go for updation of the attachment setting when sending email sales forms. The simple procedure for the same is discussed below:

  • First, go for Settings, and this should be followed by Accounts and Settings.
  • The subsequent process is to go to Sales tab and then Online Delivery.
  • Here, the “PDF Attached” option should be chosen or cleared.
  • When the change has been made, the immediate step should be clicking on Save.
  • Now, make another attempt to send sales form.

Method 5: Examine the settings of Adobe Acrobat Reader

Within Adobe Reader, the following options need to be chosen in the printing options.

  • Corresponding to “Size”, “Actual Size” should be chosen.
Adobe-Acrobat-Settings-quickbooks-delivery-server-down
  • The orientation should be selected to “Automatic”.
  • Besides the “Choose paper source by PDF page size”, the “On” position should be selected.

Read also: Procedure To Merge List Entries In QuickBooks Desktop

Method 6: Checking browser PDF setting

For users who are facing delivery server down error in QuickBooks and are using Google Chrome, the default PDF download permissions should be changed. The steps are:

  • Launch Google Chrome first and after that you need to click on More and then Settings.
  • This needs to be followed by Privacy and Security and then “Site Settings”.
  • The next step is choosing Additional Permissions and then Automatic Downloads.
  • The last step requires making a choice for default setting.

Method 7: Checking the Print and PDF Settings

The file being sent over email should not be sent as a ZIP file and also the file size should not exceed 25 MB. Also, while sending the email, use of special characters should be avoided.

Check also: Troubleshoot QuickBooks Online Dependent System Error

That’s it!

This discussion focused on different methods for fixing QuickBooks delivery server down error. You can always connect with our QuickBooks experts and share your queries. Our experts shall make sure the issue gets sorted out permanently. You can reach us out through chat support or else give us a direct call.

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How to Fix IIF Import Error in QuickBooks Desktop

How to Resolve IIF Import Error in QuickBooks Desktop

by with No Comment ErrorQuickBooks

A major chunk of QuickBooks users are facing technical errors of different types. One recent entrant in the list of mistakes is the IIF import error. IIF stands for Intuit Interchange Format, and these QuickBooks files are relevant when you try to import or export the list of transactions. These files make the import and export of transactions much easier. In this context, the IIF Import kit helps to make the process of import and export much more seamless. Many users have faced the IIF Import Error in QuickBooks Desktop.

This article will help users who are facing the issue. Read the walkthrough to the end to fix the IIF Import error in QuickBooks Desktop.

File-Not-Imported-Error-Image

What is the Intuit Interchange Formal (IIF) Import kit?

For importing bulk data, Intuit Interchange Format (IIF) Import kit can be used as an effective tool. This tool can be downloaded and installed from Intuit. As a test, you can try to import a sample file to import QuickBooks Transactions. IIF Kit comes with the IIF Import Manual, IIF Example files, and IIF Header help.

    • IIF Import Manual elucidates .iif issues and the variegated rectification steps.

    • IIF Example Files come in the form of a folder containing certain .iif transaction samples.

    • In the IIF Header Help, column headings are employed to import list data to QB Desktop.

You may also read: Troubleshoot QuickBooks Online Dependent System Error

Procedure for downloading and Installing IIF Import Kit

Walkthrough for the downloading and Installing the Intuit Interchange Format is discussed in a lucid way below for your easy understanding.

    • At the initiation, you should go to the Intuit website, and from there, the IIF Import kit can be easily downloaded and installed.

    • When the downloading is done, you can use some extractor tool like the Winzip extractor for the extraction process. Extract all the downloaded contents to a separate folder to avoid confusion and then install the same.

    • You can then, access the folder containing the IIF Import kit and from there different contents like the IIF import manual, IIF Example Files, and IIF Header Help can be found.

Lists that can be Imported to QuickBooks Desktop

The lists that can be imported to QuickBooks are encapsulated in the following table:

Vendor types Items   Import Chart of Accounts  
Employees Classes   Sales tax codes Price level     Payment terms  
Customers and Customer: jobs   Customer messages   Customer and job types  
Budgets   QuickBooks Import Inventory   Import Sales Receipt  
Import Invoices into QuickBooks   Shipping methods    

You may also know: Update Your QuickBooks Desktop To The Latest Release

Walkthrough for Troubleshooting IIF Import Error in QuickBooks Desktop

IIF Import Error in QuickBooks has been reported by many users in recent time. This error can be quite easily fixed by sticking to the following set of steps:

    • The first step requires launching QuickBooks as admin and following that, making a switch to the Single user mode.

    • This should follow with a click on the File tab from where the Utilities option needs to be chosen.

Naviagate-Utilities-Option-Screenshot

    • This should follow with a click on the Import option and then you can click on Import IIF files.

Import-option-in-QuickBooks-Screenshot-Image

    • This requires clicking on Browse, and then choosing the file for Importing.

    • When the correct file has been successfully chosen, you subsequently require making a choice for the option “Import it for me. I’ll fix it later”.

Import-IIF-file-Image

    • When that choice is made, click on Ok.

Process to Import Transactions in QuickBooks Desktop

Importing of transactions in QB Desktop involves no complicacy, but is rather a very easy process. The steps to get your transactions imported to QuickBooks Desktop are:

    • The Company file needs to be first signed with the Administrator account and when QuickBooks is already running, go for the File menu, and after that go for switching to Single-User Mode option.

Switch-company-file-to-single-user-mode-Screenshot

    • Now, the backup of the Company file needs to be taken.

    • When the backup is successfully created, this should immediately follow with the File tab, and then Utilities, & finally the Import option.

    • You can now click on the option to “Import IIF Files”, and then choose the IIF file to import.

Import-IIF-fileImage

    • The final step is to start the Import process.

Also check: QuickBooks Tool Hub – Download, Install, And Use It To Fix Errors

Conclusion!

The main objective of this article is to apprise readers of Intuit Interchange Formal (IIF) Import kit and also to get rid of IIF Import Error in QuickBooks Desktop which has been encountered by many users in recent times.

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How to Fix QuickBooks Error 179?

Learn to Fix Potential Data Issues In QuickBooks Desktop

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