LeapZipBlog: Julia Roberts

Julia Roberts's blog

13 blogs

How can you set up sales tax in my QuickBooks account?

December 13, 2019 by Julia Roberts  

QuickBooks does wonders for businesses which are overburdened with never-ending accounting paperwork and complicated payroll calculations. The accounting software is developed by Intuit, consisting of different accounting tools to simplify the financial and accounting process and optimize your business.

Based on the rules of sales tax for a particular territory in which you run your business, you are required to collect either GST, HST, or a combination of GST and PST. With the help of QuickBooks, users can keep a reliable and accurate record of the taxes in order to monitor and remit them to the tax-collecting agency. So before setting up your sales tax items, do not forget to check the requirements of the tax agency. You can connect with quickbooks customer support number to know the right steps following which you will be able to set up sales tax in QuickBooks account. Before doing so, you can also have a look at the following steps, which will probably help you complete the setup process correctly:

Set up sales tax in QuickBooks account:

ØStep 1: You first have to visit the ‘Edit’ menu and then choose ‘Preferences.’

ØStep 2: Now, click on ‘Sales tax’ on the Preference window and go to the company Preferences tab

ØStep 3: There, you need to click on ‘Yes’ to turn sales tax on

ØStep 4: Further, you would have to set up the sales tax groups and tax items for each district, city, country, etc., from where you collect the tax. Tap on ‘Add sales tax item’ to perform this.

ØStep 5: Allot sales tax code, which allows you to keep track of non-taxable and taxable sales or customers. By allocating the correct sales tax code, you can run a report which divides non-taxable and taxable sales. Two tax codes are automatically created once you turn on the sales tax in QuickBooks, and those are TAX and NON.

ØStep 6: You would then be required to select the basis of Sales tax, whether it be Accrual or Cash. Consider your company’s preference and accounting while doing this.

ØStep 7: Then, select the preference for paying the tax (Quarterly, monthly, or annually)

ØStep 8: Select ‘OK’ after performing all the steps.

You will end up setting up the sales tax in QuickBooks account once you execute the steps mentioned above. In case you come across any disruption while implementing these steps or if you could not set up the sales tax even after following them, do not hesitate to ring up quickbooks customer service to speak to professionals regarding the matter.

 

Read more: quickbooks phone number

 

Source URL: How can you set up sales tax in my QuickBooks account?

How to get an income statement from QuickBooks?

November 28, 2019 by Julia Roberts  

QuickBooks is one of the most prestigious accounting software when it comes to managing the financial and accounting requirements of your business. You create lots of financial statements in QuickBooks, out of which the income statement is the one you run the most. One must know the procedure to create a QuickBooks income statement. Although creating and getting the income statement is not as difficult as it may seem, there are different ways one can customize, send, and save this report. In this blog, you will understand the steps following which you can create and get an income statement from QuickBooks. If you require instant assistance, you may reach out to techies at quickbooks customer support number and explain your issue to them. They work for providing you with maximum satisfaction in no time.


Steps to create an income statement:

ØStep 1: You need to find the income statement of QuickBooks depending on which version you are using

ØStep 2: Choose the income statement report format which will be best for you to use

ØStep 3: After determining the form, you need to customize the statement. QuickBooks has made customizing easier for users as they can choose between accrual or cash basis, customize which columns appear on the report, and determine the date range.

ØStep 4: When you are done with customizing your income statement, you will have to run the report.

ØStep 5: You should save, print and send the customizations so that you can easily access the customized report in future.

Steps to print an income statement:

ØStep 1: Open the QuickBooks accounting software and go to ‘Reports’ menu.

ØStep 2: After that, choose Company and Financial and then select Profit and Loss standard

ØStep 3: When you see the report is displayed, click on Modify Report

ØStep 4: Now, you would have to change the date range to 12 months on the Display tab.

ØStep 5: Further, change the columns from ‘Total only’ to ‘Month.’

ØStep 6: Once done, select ‘OK’ to modify the report

ØStep 7: Select Collapse on the reports button bar

ØStep 8: Click on ‘Print.’

ØStep 9: Also, choose ‘Memorize’ and rename the name profit and loss by month.  

So you can go through the steps mentioned above to create and print an income statement. In case you find any trouble while implementing these steps, you can connect with the professionals at quickbooks customer service and get the income statement with their help.

 

Read more: quickbooks contact number

 


Source URL: How to get an income statement from QuickBooks?

How to record tax payments in QuickBooks

November 20, 2019 by Julia Roberts  

Recording tax payments in QuickBooks and then matching them with the bank transactions can be straightforward provided one follows the correct method. Tax is usually deducted in the form of Service Tax or VAT. It is seen as the liability of the taxpayer and must be paid. QuickBooks creates three tax agencies by default. They are known as ‘Value added tax’, ‘Service Tax’, ‘Central Sales Tax.’ To record the tax payments and understand its procedure, follow the steps shared in this blog and execute it as required. One can also connect with quickbooks customer support number experts for the same.

Steps for recording the tax payments in QuickBooks Online

Login to the QuickBooks Online software.

·       After that, the users need to click on the ‘Taxes’ tab present at the left.

·       Clicking on the same will navigate you to the ‘Tax Centre.’

·       Click on ‘Tax Dropdown Menu’ and select any of the following. (GST, Service Tax, VAT, CST, or more)

·       After the select ‘Returns’ section and then enter the period (time) for which you wish to enter the payment

·       Click on ‘Action’ located just beside the ‘Period’ column

·       Now you need to click on ‘Record payment’. You can do so by selecting it from the drop-down menu

·       Depending on what type of tax record payment you wish to do, you will receive a payment window.

·       For recording the GST, users can enter the ‘Payment account’, ‘Payment date’, ‘IGST’, ‘CGST’, ‘SGST’ amount and Memo

·       For recording the Service Tax, VAT, CST, you need to enter the ‘Payment Account’, ‘Payment Date, ‘Payment Amount’ and Memo

Once you provided with the necessary information, click on Save so that it saves your transaction.

·       After you have recorded the tax payments, you can now match it with the bank transactions. To do so follow the given steps

·       Click on ‘Banking’ and then select your bank account.

·       Select ‘For review’ and then search for the tax payment

·       If both date and amount match, then you can download the transactions

·       If you see the difference, then click on ‘Find Match’ and then on ‘Match Transactions’

·       Select the date range and then the transactions

If you come across any error while executing the above steps, then you must contact quickbooks customer service and have a word with the experts in this matter.

 

Read more: quickbooks contact number

Source URL: How to record tax payments in QuickBooks

QuickBooks is not responding

November 12, 2019 by Julia Roberts  

QuickBooks is accounting software that has been widely used to employ the accounting services such as payroll, enterprise, the point of sale, etc. helping and managing the financial details of a company or a business keeping in mind to create invoices, pay slips, managing employee details of the company, etc.  It has been regarded as one of the best accounting software which also offers a user-friendly interface. It also works as a cloud-based accounting software when you use the feature of QuickBooks online. For using this particular feature, you just need to have an internet connection. Even though it has helped many people in supervising the finances, but still, there are a few issues which can dominate this software and therefore it may trouble the users. One of them is when the QuickBooks fails to respond. You need to get a solution for this error as soon as possible and must look for something which can help to eradicate the problem from its roots. For that, you must read this blog until the end. And, if you desire, you can also engage with the customer care team at quickbooks customer service number if the solution given in this blog doesn’t prove to be fruitful.

 

Won’t it be a little necessary, to first look at the reasons that can cause this particular error? Here is a list provided here for you to have a glance:

 

·        The QuickBooks Files are corrupt or damaged

·        The QuickBooks Desktop software was not installed properly

·        Company’s file name was too big

·        The hard drive can be damaged.

 

How to fix the QuickBooks not responding error?

 

Alternative 1- By Rebooting and temporarily disabling the antivirus software on the system:

 

·        Sometimes, an anti-virus program installed in your PC can cause the QB software to not respond.

·        Reboot the computer and disable the anti-virus software. Don’t worry, you can enable it back again after the problem gets resolved.

·        Open QuickBooks Desktop and see whether the issue has been fixed or not.

 

Alternative 2- By running the QuickBooks Install Diagnostic tool in the system

 

·        Download the QuickBooks Diagnostic Tool in the system from the official QB website

·        After it has been downloaded, double click on the setup file and install it.

·        Close all the other programs that have been opened in the system.

·        Run the scanning tool as an administrator and wait for some time

·        After the tool has looked for the possible cause, you can restart the computer and see whether the error has been resolved or not.

 

These two are the suggested and most popular methods that you can utilize the fix the issue of QuickBooks not responding. If these two methods do not help you to resolve the situation, then it is recommended that you just simply dial the quickbooks technical support and talk to the adepts in this field. They usually have an idea about all the errors that can occur with this software and will thus provide a workable solution.

 

Read more: quickbooks contact number

 

Source URL: QuickBooks is not Responding

How do I resolve this QuickBooks error 6000 82

November 1, 2019 by Julia Roberts  

QuickBooks is one of that accounting software which is not free from software, hardware, and server glitches. One can confront all kinds of glitches while using this accounting software and one such error is QuickBooks Error 6000 82. However, this software error occurs when user is trying to open the company file in QuickBooks. When this error occurs, users are denied access to a company file on another computer. If you want to remove this multiple user environment errors to cause a disturbance in your work, then you need to take assistance from experts via quickbooks customer care number that is reachable 24*7.

What are the causes that led to the QuickBooks Error 6000 82?

If you are thinking about the reason, which is responsible for the occurrence of this error, then they are given below:

      When the QuickBooks Company file is damaged.

      If the company file is not there in the network of another computer.

      If the source name of data is damaged.

      When the QuickBooks software, which is installed, is encrypted or corrupted.

How to fix QuickBooks Error 6000 82?

One can solve this error quickly by using the troubleshooting steps that are mentioned below in this blog:

Method 1: Remove spaces from Company Name

      First sign-out from the QuickBooks account.

      Now locate the folder in which company file is placed and open it.

      Right-click on the company name and choose the option of Rename.

      Try removing all the spaces that are there in the company name and even in the file extension.

      Now you can try to open or create the new QuickBooks company file.

Method 2: Turn off the hosting from the location where QuickBooks is installed.

For single user

      Open files  and click on Utilities

      Now choose the option of Stop Hosting Multiple User.

      When the pop up appears, click Yes to stop hosting multiple users.

      Another pop up will appear, make sure to click Yes only.

For multiple users

      On all computers where this error is displayed, go to window No Company Open.

      Then select File > Utilities

      You can see the option of Hosting Multiple User Access and then click on stop hosting Multiple User Access to turn off the hosting.

      Now try to open a new company file.

Even after applying the above, two methods if you are not able to fix this error entirely then you need the assistance of professionals. Moreover, one can reach the customer care team by calling quickbooks tech support where you will be provided with the prompt response.

 

Read more:  quickbooks support

 

Source URL: How do I resolve this QuickBooks error 6000 82

How to Fix An Integration Issue With QuickBooks Payments

October 16, 2019 by Julia Roberts  

QuickBooks is a widely-used software which is mainly preferred by small and medium-sized businesses to manage their accounting data systematically. Have you been encountering en error while integrating with a QuickBooks payments account? Well, the best way to resolve this problem is to merge QuickBooks customers. Before doing that, you should make sure that there are no issues with the company file. This blog will act as a comprehensive guide to help you fix the problem as quickly as possible. You will get to understand the process of merging customers of QuickBooks once you go through this blog. Alternatively, it is also advisable to speak to the professional experts at quickbooks customer service number who will provide you with a clear and concise way following which you can overcome this problem.

You may be required to merge QuickBooks customer's names when:

ØUnable to integrate customer(s) correctly into the Sync Manager or ReBill

ØDuplicate names are detected by Rebuild or Verify.

ØCustomers name not flowing to transactions and reports correctly

ØReduce the names of the customers with whom you have no longer use

ØThe problem faced by old customers in the process of payment and new customers can do so.

What are the things that you cannot do while merging?

ØUndo a merge. So, do not forget to create a backup of the company data file before you attempt to merge list elements

ØIntegrate the name that is a job. Make sure to remove the job from the customer

ØYou cannot merge a customer that has jobs

ØOne cannot merge or integrate more than two names at one time

Steps to be followed for merging the names of your QuickBooks customers:

ØOne needs to create a new customer in QuickBooks, which is similar to the existing problematic customer. Obviously, there needs to be a little difference between them.

ØRun Sync Mgr Sync Now after closing QuickBooks

ØWhen you open QuickBooks again, make sure that the new customer appears in ReBill and make a recurring charge with similar norms as the existing problematic customer

ØVisit QuickBooks and merge the old customer into the new one to get the history of the old customer into the new customer. Rename the old customer name to match the new one exactly. If you do it correctly, you will see a message appearing on the screen saying "This name is already being used. Would you like to merge them?" Click on Yes and go further

ØThen, close the QuickBooks software and run Sync Mgr once more to finish the process. By doing this, the problem must have got resolved

ØOne should repeat these methods for all the customers of QuickBooks who are having a problem with Rebill.

Follow the steps correctly to get rid of the integration issue with QuickBooks payments completely. If the problem persists even after merging the names of the QuickBooks customers, you should get in touch with quickbooks technical support number where the team of experts is available to give you the most suitable solution to your problem.

 

Read more: quickbooks support number

 

Source URL: How to Fix an Integration Issue with QuickBooks Payments

How to fix QuickBooks Error Code 12007

October 4, 2019 by Julia Roberts  

If you are looking to run your business like a well-oiled machine, you need to make sure you’re the programs, and software you use are up-to-date. However, there are times when you may find it difficult to update and run QuickBooks because of issues with the internet settings. Since the program uses Internet Explorer to access the internet and download the updates, you need to make sure you are using the correct network settings. When there is an error connecting to the internet or if there is a problem updating the software, you will see an error message that reads ‘Error Code 12007.’ You can call the quickbooks customer care number and consult a trained software expert to find out exactly what you need do to resolve the issue. You can also go through the steps mentioned below to change your browser settings so that QuickBooks can connect to the internet.

Steps to fix QuickBooks Error Code 12007

The main reason why QuickBooks displays ‘Error Code 12007’ is that there is a problem with the Internet Explorer settings. Any discrepancy in the settings can sometimes create issues while downloading updates. You can follow the steps given below to review your Internet Explorer settings and fix Error 12007:

·        Step 1: Close the QuickBooks Desktop program and open Internet Explorer.

·        Step 2: Press Alt and go to the ‘Tools’ section and select ‘Internet Options.’

·        Step 3: Open the Security tab and click on the Globe icon

·        Step 4: See that the security level is set to a Medium-high level.

·        Step 5: If you do not use the dial-up node select ‘Never Dial a Connection’.

·        Step 6: Alternately, if you use dial-up node, select the correct ISP.

·        Step 7: Open the LAN settings and select the automatically detect option.

·        Step 8: Check whether ‘Use a Proxy Server’ checkbox is clear.

·        Step 9: Click ‘Restore Advanced Settings’ and locate ‘Use TLS 1.2.’ to make sure it is selected.

Once you verify that all the Internet Explorer settings are in place, you can close the browser and reboot your computer. Once the system is back online, you can reopen QuickBooks Desktop and check if you can complete the required updates. In case you still find it difficult to update the software, you can call quickbooks tech support number and ask for help. Some other program or software may be preventing QuickBooks from downloading the updates. Professional software experts and technicians are available 24 hours a day to give you advanced solutions to fix Error Code 12007 so that you can continue using QuickBooks.

 

Read more:  quickbooks support number

 

 

Source URL: How to fix QuickBooks Error Code 12007

How to fix QuickBooks error code 5502

September 24, 2019 by Julia Roberts  

QuickBooks is one of the most-used accounting software preferred by several accountants and bookkeeper. This software provides users to handle their accounting requirements efficiently. Even though this software has great value in the market, it is still not immune to technical glitches and performance hiccups. When the users of QuickBooks face any such malfunction, they get into a tight spot. This is because accounting is a crucial aspect of any organization, and facing an issue would mean the functioning would be completely disrupted. Among several problems which the users face, error code 5502 is one of the most common issues. When the users find themselves to be facing any such issue, they have the option of connecting with quickbooks tech support number. Even by going through this blog, the users would be able to attain a clear understanding of the error code 5502 and the most efficient ways to solve the same.

 

 

What is QuickBooks Error Code 5502?

 

Error code is generally a combination of numbers and letter which determine a technical malfunction that has taken place with the software. The QuickBooks error code 5502 is identified under the issue ‘Sync could not be completed.’ This code is usually followed by the message ‘QuickBooks Data has been uploaded, but the connection to the server has failed.’ There are various reasons for this issue to occur. Some of the most common reasons have been mentioned below:

 

·        When the document of the company has changed, and now they are unable to examine which company had recorded it.

 

·        When there is some kind of obstruction created due to a third-party program.

 

·        When some virus or malware has infected the functioning of the software.

 

What are the ways to solve QuickBooks Error Code 5502?

 

If you wish to resolve the error code 5502 that you have encountered while working on QuickBooks software, you would have to undertake the below-given steps accurately:

 

Step 1: Rename the QB .nd file

 

·        The user would have to first locate the .nd file in the company data file.

 

·        Then they would have to rename this .nd file.

 

·        You can enter the desired name and then write the extension ‘.old’ after the name.

 

·        Further scan the file using QuickBooks Database Server Manager.

 

·        If you are able to discover the file name, then the issue has been resolved, if not, then you would have to use a different method.

 

Step 2: Copy the Company file into a new folder

 

·        The users have to open a new folder and then paste all the company data files in it.

 

·        Then you would have to change the extension from qbm to QBB.

 

·        Now you would have to restore the backups.

 

·        If the files are still not opening, you would have to change the extension again.

 

·        If the issue is not resolved, then you would have to make sure that you update your Sync Manager.

 

If the users were unable to solve the error code 5502 after using the above-given steps, then the users would have to connect with quickbooks customer care. This customer service would provide users with guidance from trained professionals. These trained professionals would make sure that the issue has been eradicated at the earliest from your system.

 

 

 

 

Read more: quickbooks helpline number 

 

Source URL: How to fix QuickBooks error code 5502

 

How do I set receiving and reading AOL Mail?

September 24, 2019 by Julia Roberts  

QuickBooks is one of the most-used accounting software preferred by several accountants and bookkeeper. This software provides users to handle their accounting requirements efficiently. Even though this software has great value in the market, it is still not immune to technical glitches and performance hiccups. When the users of QuickBooks face any such malfunction, they get into a tight spot. This is because accounting is a crucial aspect of any organization, and facing an issue would mean the functioning would be completely disrupted. Among several problems which the users face, error code 5502 is one of the most common issues. When the users find themselves to be facing any such issue, they have the option of connecting with quickbooks tech support number. Even by going through this blog, the users would be able to attain a clear understanding of the error code 5502 and the most efficient ways to solve the same.

 

 

What is QuickBooks Error Code 5502?

 

Error code is generally a combination of numbers and letter which determine a technical malfunction that has taken place with the software. The QuickBooks error code 5502 is identified under the issue ‘Sync could not be completed.’ This code is usually followed by the message ‘QuickBooks Data has been uploaded, but the connection to the server has failed.’ There are various reasons for this issue to occur. Some of the most common reasons have been mentioned below:

 

·        When the document of the company has changed, and now they are unable to examine which company had recorded it.

 

·        When there is some kind of obstruction created due to a third-party program.

 

·        When some virus or malware has infected the functioning of the software.

 

What are the ways to solve QuickBooks Error Code 5502?

 

If you wish to resolve the error code 5502 that you have encountered while working on QuickBooks software, you would have to undertake the below-given steps accurately:

 

Step 1: Rename the QB .nd file

 

·        The user would have to first locate the .nd file in the company data file.

 

·        Then they would have to rename this .nd file.

 

·        You can enter the desired name and then write the extension ‘.old’ after the name.

 

·        Further scan the file using QuickBooks Database Server Manager.

 

·        If you are able to discover the file name, then the issue has been resolved, if not, then you would have to use a different method.

 

Step 2: Copy the Company file into a new folder

 

·        The users have to open a new folder and then paste all the company data files in it.

 

·        Then you would have to change the extension from qbm to QBB.

 

·        Now you would have to restore the backups.

 

·        If the files are still not opening, you would have to change the extension again.

 

·        If the issue is not resolved, then you would have to make sure that you update your Sync Manager.

 

If the users were unable to solve the error code 5502 after using the above-given steps, then the users would have to connect with quickbooks customer care. This customer service would provide users with guidance from trained professionals. These trained professionals would make sure that the issue has been eradicated at the earliest from your system.

 

 

 

 

Read more: quickbooks helpline number 

 

Source URL: How to fix QuickBooks error code 5502

 

How to export a QuickBooks Company File

September 12, 2019 by Julia Roberts  

When you are planning to export a QuickBooks Company File from Desktop to QuickBooks Online, you don’t need to worry about any damage done to the file. It will only copy and paste the Company file to the QuickBooks Online version. Before exporting the file if you have any pending payroll or taxes task, perform the functions before and then begin the export process. To understand the procedure, follow the steps shared below. You can try to either execute the process manually or have a word with the experts at quickbooks technical support number.


Procedure for exporting the company file from QuickBooks Desktop to QuickBooks Online


ØOpen QuickBooks Desktop by clicking on the icon.

ØOn the home page, click on ‘Menu’ from the taskbar and see whether an option of ‘Export Company File’ is available.

ØIf it is not, then click on ‘Help’ and click on ‘Update QuickBooks.’

ØThis needs to be done to install all the latest software updates. If you are working on  an older version of QuickBooks, the updates might take a little more time to download.

ØExit out of the software after downloading the updates

ØAgain, click on the Desktop icon and launch QuickBooks software

ØClick on the pop-up window, which asks you to ‘Install Updates.’

ØFurther, click on ‘Menu’ and then click on the option of ‘Export the company file to QuickBooks Online.’

ØSign in to your QuickBooks Online account if you have one. (If you don’t have the same, then create one first)

ØIt can take some time to export the company file depending upon the amount of data it contains.

ØCheck for an email after QuickBooks finishes exporting the file.

ØClick on ‘Continue to account setup’ and sign in to the account.

ØRun the reports for profit and loss, balance sheet, and more in both QuickBooks Desktop and QuickBooks Online for comparison. This indicates whether the data transfer was done successfully or not.

Compare the charts. If the reports on both the QuickBooks version match accordingly, then the data transfer happened successfully. If not, then there lies some error. To troubleshoot the same, take guidance from the technical experts at quickbooks customer support.

 

Read more: quickbooks phone number

 

Source URL: How to export a QuickBooks Company File