How to Write Off Bad Debts in QuickBooks?

How to Write Off Bad Debts in QuickBooks?

Writing off bad debts is a common thing in accounting and bookkeeping. Same task is carried out in QuickBooks accounting software as well. In order to write off bad debts in QuickBooks desktop or online, there are certain steps that can be followed. Writing off bad debts is a must, as the user might face issues during the bank reconciliation and it will also assist in avoiding discrepancies and profit/loss statements. By writing off bad debts in QuickBooks, one can clear the invoices from the account receivables that assist in getting the appropriate profit amount. Considering the importance of writing off bad debts in QuickBooks, we have come up with this piece of information. Thus, keep reading further to elevate your understanding of the writing off bad debts in QuickBooks.

Write Off Bad Debts in QuickBooks - Screenshot

Additionally, if you require any sort of technical assistance or if want our ProAdvisors to guide you through the process in detail, then in that scenario, you can simply place a call at +1-844-405-0906. And speak to our accounting professionals regarding the same. Our support team will ensure to guide you with the most relevant information instantly.

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What is meant by Bad debts?

Bad debts basically mean an amount that is unable to recover from the debtor. Debtor is the one who owe you some amount of money i.e. the borrower. When the debtor is unable to pay the amount, it is termed as bad debt. Debt issues can affect the profit and loss reports while reconciling the accounts in QuickBooks. Bad debts relate to the account receivables and are referred as non-collectible account. In case the business uses accrual method of accounting, bad debts can be written of as a deduction. Writing off bad debts ensures the accounts receivable and net income to stay updated.

All-in-all bad debt is a terminology that is used when the user sells goods on credit, and the customer didn’t pay. The entire process to write off bad debts in QuickBooks is discussed later in this article.

Read Also: How to Fix QuickBooks Web Connector Error QBWC1085?

Steps to write off bad debts in QuickBooks desktop

If you are a QuickBooks desktop user, then the steps listed below would surely help you in writing off bad debts. Let us explore the steps carefully:

Step 1: Creating an expense account named bad debt

  • In this step, the user is required to move to the lists in the top navigation bar and then choose the company option
  • After that, the user is required to navigate to the chart of accounts
Chart of accounts option - Screenshot
  • The next step is to create a new expense account by clicking on the account tab and then hit new
  • The user is then required to select expenses
  • Once done with that, type in bad debt in the account name field and also choose save and close tab.

See also: Steps to Fix QuickBooks Desktop Data Damage Error

Step 2: Recording and Closing the bad debt

  • After following the above step, the user is required to choose the receive payments tab in the customer-menu
Receive payments option - Screenshot
  • Followed by entering the customer’s name in the receive from and $0.00 in the payment amount. Important point: In the description the user can write invoice number of the bad debt for tracking.
  • The next step is to click on the discount and credits tab
  • Also, enter the amount of bad debt the user wishes to write off in the amount of discount field.
  • Now, in the discount account, the user is supposed to choose the bad debt account that was created in the above step
  • The last step here is to click on save and close tabs.
Recording and Closing the bad debt - Screenshot

Read Also: How to Import your Charts of Accounts into QuickBooks Desktop?

Steps to write off bad debts in QuickBooks Online (qbo)

The above steps were only for QB desktop users. However, if you are QuickBooks online user, then the steps listed below would be applicable for you, if you want to write off bad debts in QuickBooks online.

Step 1: Review the aging report for Accounts receivable

The very first thing that one needs to do before writing off the bad debts in QuickBooks online is to review the aging report for accounts receivable. This can be done as follows:

  • The user is recommended to use the left side menu for opening the reports section
  • Once done with that, the user is supposed to open the search bar
  • Look for the account receivable aging report from the search bar
  • And then, check the outstanding receivable account.
  • The user should also click on the accounts receivable aging detail report.

Read it also: What is component repair tool in QuickBooks?

Step 2: Making of bad debt account in QuickBooks

  • In this step, tap on the gear icon from the company section.
  • Followed by selecting the chart of accounts tab
  • The next step is to choose the option to create a new account
  • And also, click on the expenses option from the account type drop-down list
  • Once done with that, the user needs to choose all the bad debts from the detail type drop-down list and also type in bad debt in the name field
  • The last step is to click on save and close to end this process.

See Also: How to fix QuickBooks error 6000 83?

Step 3: Setting up a service/ product bad debt item

  • For this, the user is required to click on the gear icon and also choose the product and services tab from the lists section
  • Now, click on the new product and then from the product/service information section, click on the non-inventory tab
  • The next step is to type bad debt in the name text box
  • Followed by selecting bad debt expenditure created in the income account section
  • Once done with that, the user is supposed to unmark the “Is Taxable” check-box
  • And lastly, click on the save and close tab

Read this also: How to solve QuickBooks Multi-user mode not working error?

Step 4: Setting up a credit memo for bad debt

  • In this step, the user needs to click on the plus icon at the top of the QuickBooks dashboard
  • Followed by selecting the credit memo under the customers section
  • And then, select the customer from the customer drop-down list
  • The next step is to select the item that has been created for the bad debt in the product/service field
  • Once done with that type in the amount of the bad debt/unpaid invoices with positive values
  • Move ahead to the memo text box and also type in the bad debt amount
  • The last step here is to click on save and close tabs.

See Also: Resolve QuickBooks Update Error Code 12031

Step 5: Implementing the credit memo to apply for credits

  • The user needs to start the process off by clicking the plus tab on top of the screen and then move to the receive payment from the customer’s section.
  • After that, choose the customer from the drop-down list
  • And also choose the invoice to be written off from the outstanding transactions menu
  • Now, choose the credit memo that was created from under the credits section
  • The next step is to run a check and affirm that the amount reflecting in that section is $0.00
  • Towards the end, the user needs to click on save and close tab and you are good to go.

See Also: Convert a QuickBooks for Windows file to QuickBooks for Mac

To Wrap it Up!

This was a prolonged discussion about the process to write off bad debts in QuickBooks. After scrutinizing this article, we assume that you might be able to write off bad debts in QuickBooks successfully.

Despite that if you are confused regarding writing off bad debts or if you are stuck at any stage, then have a one-on-one conversation with QuickBooks pro support team and certified accounting professionals. Get on the line at our toll-free number i.e. +1-844-405-0906, and we will take care of the rest.

 

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How to Setup and Configure Email Services in QuickBooks Desktop?

How to Setup and Configure Email Services in QuickBooks Desktop?

QuickBooks accounting software offers loads of features, one of which is sending emails directly. Sending mails directly from QuickBooks saves a lot of time, effort and also is regarded as one of the most effective features of QuickBooks desktop. In order to avail this feature, the user simply require to setup email in QuickBooks desktop. Considering the importance of this, we have come up with this article, where we will be providing you an in-depth information related to QuickBooks email setup. Setting up email in QuickBooks desktop allows the user to send invoice to clients, send and receive reports, and perform other transaction as well from the QuickBooks desktop through the outlook or webmail id.

Thus, if you are using Gmail and want to select the webmail option, then you can configure your QuickBooks email setup and access this feature. To know more about the same, make sure to stick around till the end. Or feel free to make a call at our toll-free customer support number i.e. 1-844-405-0906, and we will provide you with immediate technical assistance. We are a team of certified accounting professionals, who work round the clock to provide immediate technical assistance.

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How much beneficial is QuickBooks email service?

As we mentioned earlier, setting up email service in QuickBooks desktop can be highly beneficial. Some of its benefits are listed below:

  • The user can directly send email invoices and estimates to the customers
  • Also, it helps the user to share the report and other types of data with the office colleagues and teammates
  • Moreover, the user can easily set payment reminders to the customers via emails to assist in enhancing the cash flow
  • Also, by setting up email in QuickBooks desktop the user can fetch the details from the customers and vendors.

Requirements for QuickBooks email service on QuickBooks desktop

In case the user wishes to set up an email in QuickBooks desktop, he/she needs to have the credentials along with the following information:

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

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Steps to setup email service in QuickBooks desktop

The user can setup email service in QuickBooks using the below steps:

  • First of all, the user needs to select QuickBooks email settings while setting up email in QuickBooks.
  • The QuickBooks email option can be used by the users having any of the active Intuit services like QuickBooks payroll, IMS, QuickBooks Enterprise full service plan, QuickBooks billing solutions or Accountant’s copy file transfer.
  • Followed by filling in the required fields requesting email address, username, password. Along with the applicable incoming and outgoing email settings and server details and you have done for emailing.

It should be noted that as QuickBooks doesn’t save the copy of the emails that are sent, it is suggested to enter any of the email address for the purpose of tracking.

Read Also: How to Set up Multi-User Network in QuickBooks desktop?

Setting up Outlook to work with QuickBooks

There are numerous ways to set up email services in QuickBooks desktop, one of which is setting up Outlook. The user can set up outlook, with the help of the steps below:

  • At first, the user needs move to the QuickBooks edit menu
  • And then, click on preferences
  • The next step is to select send forms
  • Moreover, choose outlook and also click on OK tab
Setting-up-Email-in-QuickBooks-Screenshot.png
  • The user is required to close the preferences window and then try emailing something to yourself from QuickBooks for testing purposes.

QuickBooks desktop 2018 provides for Gmail and Hotmail/Lives users in US, UK, and Canada.

Read Also: How to resolve QuickBooks Error code 15215?

Setting up email service in Webmail

The one who are using the latest version of QuickBooks desktop, they can use the secure webmail. The connect via secure webmail is only available for certain providers, such as:

  • QuickBooks 2020, 2019: Available for Gmail, Yahoo mail, Windows Mail, AOL, Hotmail, etc.
  • QuickBooks 2018: This is available for Gmail/ Hotmail live users in US, UK, and Canada
  • QuickBooks 2017: R5 and newer versions are available for Gmail users in USA only
  • QuickBooks 2017: R4 and earlier version, the secure webmail option is not available.

Another option is to set up email service in webmail. The steps involved in this process are as follows:

  • The very first step is to connect with the secure webmail
  • And then, in the new version of QuickBooks edit menu, the user will have to opt for preferences and click on send forms
  • Once done with that, the user should select webmail and click on add tab
Set-up-Webmail-in-QuickBooks-desktop-Screenshot.jpg
  • Now, enter the email address
  • Followed by using enhance the security checkbox
  • The next step is to click on OK tab
  • And then, the web page provider login page will display on the screen.
  • After that, it is recommended to sign in to this login page
  • Lastly, select to grant Intuit access.

Read Also: How to resolve QuickBooks Error code 7010?

Steps to set up setting up regular web mail

  • For a regular webmail, the webmail servers and the port settings are usually governed by ISP
  • Moreover, the QuickBooks desktop fill out the information for some of the most common providers, such as Gmail, Yahoo, and Hotmail/live.
  • The user can find the server and port information from the list.
  • And then, it is recommended to navigate to the preferences option and then select the send forms option from the QB edit menu.
Set-up-Webmail-in-QuickBooks-Screenshot.png
  • The next step is to select the webmail and then hit add tab.
  • Also, enter the email address after selecting the provider from the drop-down menu.
  • The last step is to hit OK tab.

Internet Service Provider (ISP) and Port Information (For US Version)

ISP (Internet Service Provider)SMTP ServerSMTP Port
1AND1.comsmtp.1and1.com587 (SSL enabled, with password)
ADELPHIAmail.adelphia.net110
AOLsmtp.aol.com465 or 587 (see Note)  (SSL enabled for incoming and outgoing mail server)
BELL SOUTHmail.bellsouth.net110
COMCASTsmtp.comcast.net587
COMPUSERVsmtp.compuserve.comsmtp.aol.com110 or 587
COX Businesssmarthost.coxmail.com25
COX CENTRALsmtp.central.cox.net25
COX EASTsmtp.east.cox.net25
COX WESTsmtp.west.cox.net25
EARTHLINKsmtpauth.earthlink.net25 (with password)
GODADDYsmtpout.secureserver.net80, 25, or 3535
GODADDY with Office 365smtp.office365.com587 (SSL enabled)
LYCOSsmtp.mail.lycos.com25
MICROSOFT OUTLOOK 365outlook.office365.com587 (SSL enabled)
NETSCAPEsmtp.isp.netscape.com25 (SSL enabled)
PRODIGYsmtp.prodigy.net25 (SSL enabled)
ROADRUNNERsmtp-server.sc.rr.com587
SPRINT PCSsmtp.sprintpcs.com25
VERIZONoutgoing.verizon.net465
VERIZON YAHOOoutgoing.yahoo.verizon.net465

Read this also: Upgrade your company files after switching to a new version

Internet Service Provider (ISP) and Port Information (For Canadian Version)

ISP (Internet Service Provider)SMTP ServerSMTP Port
MICROSOFT OUTLOOK 365outlook.office365.com587 (SSL enabled)
BELL MAILsmtphm.sympatico.ca25 (or 587 if port 25 does not work)
BELLNETsmtpa.bellnet.ca25
CLUB INTERNETsmtp.club-internet.fr25
COGECOsmtp.cogeco.ca465
COMCASTsmtp.comcast.net465
EARTHLINKsmtpauth.earthlink.net587
GMAILsmtp.gmail.com587
HOTMAILsmtp.live.com587
LAPOSTEsmtp.lineone.net25
MAILsmtp.aol.com587
MSNsmtp.live.com25
MTSsmtp.mts.net25
NETSCAPEsmtp.isp.netscape.com25
NETZEROsmtp.netzero.com25
NEUFsmtp.neuf.fr25
ROGERSsmtp.broadband.rogers.com25
SASKTELmail.sasktel.net25
SHAWshawmail.cg.shawcable.net25
SKYNETsmtp.skynet.be25
SYMPATICOsmtphm.sympatico.ca25
TELUSsmtp.telus.net25
VIDEOTRONrelais.videotron.ca25
YAHOOsmtp.mail.yahoo.com465

See Also: How to Import your Charts of Accounts into QuickBooks Desktop?

To conclude!

Towards the conclusion of this article, it is believed that the above shared information might be enough to setup email in QuickBooks desktop. However, if by any chance you get stumbled upon at any point of time, then make sure to consult our accounting professionals at our QuickBooks support phone number i.e. 1(844)405-0906. Our team of technically sound ProAdvisor’s will ensure to provide you with immediate assistance.

 

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QuickBooks Sync Manager Error: How to Fix, Resolve It?

QuickBooks Sync Manager Error: How to Fix, Resolve It?

QuickBooks sync manager is basically a component that assists the software to sync securely with the third-party apps and certain QuickBooks internal add-on service. When the user makes any changes to the desktop database or the server, the changes get updates automatically with another version, and the user will require to permit for the same. Often, the users might face certain issues in syncing QuickBooks manager. This sort of error is seen when the vendor credit in Bill.com tries to sync the QuickBooks online but the reference number is more than the maximum prescribed characters.

In today’s article, we will be talking about the QuickBooks online sync manager error along with its causes and fixes. Thus, to know more, scroll through the article carefully. An alternate for the same is to get in touch with our QuickBooks customer support team, via our toll-free number i.e. +1-844-405-0906, and our team will ensure to provide you with immediate technical assistance.

You may also like: How to Fix QuickBooks Error Code 1601?

QuickBooks Sync Manager Error - Screenshot

QuickBooks Sync Manager not working

QuickBooks online sync manager error is usually seen when there is any missing or damaged components or files. As a consequence of this error, the QuickBooks software might get damaged. This error might appear on the screen, with the below error messages:

  • Intuit Sync manager discontinued
  • Sync manager error QuickBooks
  • Error loading files from the path intuit sync manager
  • Intuit sync manager has stopped working
  • Intuit sync manager not working
  • QuickBooks sync manager not working

Read also: How to resolve QuickBooks Error Code 3180?

Factors triggering QuickBooks sync manager

The user might end up in QuickBooks sync manager, due to the following factors:

  • As we mentioned earlier, any of the components or files get damaged or are missing
  • Moreover, any sort of connectivity issues during data transfers can also drag the user into QuickBooks sync error
  • The firewall or internet security blocking the sync
  • Also, if there are any missing QuickBooks sync manager updates

Along with the above reasons behind this error, below are some further details about QuickBooks sync manager error.

  • QuickBooks Sync Error 17_7300: This error is seen due to the failure to write the downloaded data to the company file, while the syncing process is going on or the system blocks the writeback.
  • QuickBooks Sync error 17_7118: This sort of issue is a result of the inaccessibility of the file. This can be seen in case the file is moved to a different location or if it is not readable for the disk errors
  • QuickBooks Sync Error 5_13944: It is encountered by the user as a result of the broken internet connectivity or the firewall/internet security blocks the communication while uploading the data.

Read Also: How to Solve QuickBooks Error Code 7010?

Facts related to common QuickBooks online sync error messages

The user can organize the errors by the item and then apply them accordingly:

  • Timesheets- Timesheets basically have all the entries in jobber and it is also able to sync to time tracking in QuickBooks. The most important point to be noted here is that, only the authorized timesheets go over to QuickBooks. However, the user can allow the team’s hours by clicking on the management and then approve timesheets section.
  • Properties vs client- For this, the jobbers sync over the customers and sub-customers from QuickBooks. Also, jobbers have clients and properties. Moreover, a customer in QuickBooks will sync over as a client, when the sub-customer sync over as a property to the jobber.
  • Products and services- Products and services are available to sync from jobber to QuickBooks and from QuickBooks jobber. To sync, jobbers will fetch all effective items from QuickBooks and then the names of these items are compared to the names of items in jobber.
  • Payments- The user needs to necessarily keep the record of the payments in QuickBooks. And another important point to be noted here is that the payments can’t be sync to the jobber. So, if the user is syncing invoices, it is recommended to record all the payments for the invoices in jobber and then sync the payments to QuickBooks.
  • Invoices- One can sync from jobber to QuickBooks in invoices. For this, jobber will import the memo, issues date, due date, and line items. In order to use sync setting so that once an invoice is marked sent it will be flagged to sync to QuickBooks.
  • Clients- It should be noted that in case there are two clients in jobber, then in both clients only one of them can be in sync with QuickBooks. Another important fact related to the same can be is that only active clients in QuickBooks sync to the jobber
  • Sync settings- In case the user wishes to sync with QuickBooks in the jobber, then he/she can:
    • Simply click on the QuickBooks icon Sync and settings
    • To sync the item, the user needs to check off the above item. For example, to sync services and products, the invoices must be checked off. The only exception is there for Timesheets

Read Also: How to Fix QuickBooks Banking Error 102?

Effective steps to resolve the QuickBooks online sync errors

There can be certain effective steps that the user can follow in order to fix the QuickBooks sync manager error. These steps are to make the Intuit sync manager error free. Let us explore each of the methods and steps one by one:

Method 1: Fixing QuickBooks sync manager error

The user can fix the QuickBooks sync manager error by renaming the intuit sync manager folder. The steps involved in this process are as follows:

  • The first step is to close QuickBooks company file and also the QuickBooks application
  • After that, the user is supposed to reopen update QuickBooks to the latest release
  • The next step is to right click sync manager icon and then choose exit tab to close sync manager
  • Moreover, the user will have to locate the sync manager folder under C:\Users\username\AppData\Local\Intuit.
  • Once done with that the user needs to rename sync manager folder old
  • The next step is to restart the system and start QuickBooks again
  • The last step is to try to sync the information again to check if the issue is resolved or not.

Method 2: Steps to resolve QuickBooks error manager 17_7300

The user can resolve the issue by carrying out the steps below:

  • At first, the user needs to open the QuickBooks company file
  • Once done with that, the user needs to open the edit from the menu bar
  • Now, choose integrated applications from the left pane, followed by clicking on the My preferences tab from the right pane
  • The next step is to put a check in the box before Intuit sync manager from company preferences
Select-my-preferences-option-Screenshot
  • At last, the user needs to try syncing the information again to check if the issue gets fixed.

Read Also: How to Solve QuickBooks Error Code 7010?

Method 3: Configuring Intuit Sync manager

The user can reset the QuickBooks data sync matrix and begin with overriding the previous logs:

  • For this, the user is supposed to open the QuickBooks desktop application
  • Followed by selecting manage data sync from the help menu
  • The next step is to reset the intuit sync manager and click on the reset data sync on the following prompt
  • To conclude, the user needs to sign back into sync manager with the right credentials to complete the process.

Method 4: Download and install Sync Manager once again

The user can simply download and install Intuit sync manager with the help of the steps below:

  • The very initial step is to open QuickBooks and company file having issues with Intuit sync manager
  • And then, the user will have to back up the company file in local or external media
  • The next step is to open control panel and choose program and features followed by QuickBooks from the installed program list
  • Once done with that, click on Uninstall/Change option on top of the installed programs list and then uninstall QuickBooks
Uninstall and Reinstall QuickBooks on your server computer - Screenshot
  • The user is supposed to rename the Intuit folders by selecting them one by one and pressing F2 key. The folder list is as follows:
    • C:\Users\(current user)\AppData\Local\Intuit\QuickBooks20XX
    • C:\Users\(current user)\AppData\Local\Intuit\QuickBooks20XX
    • C:\Program Files (x86)\Intuit\QuickBooks (year)
    • C:\ProgramData\Intuit\QuickBooks (year)
    • C:\Program Files\Intuit\QuickBooks(year)
  • Now, the user is supposed to end all the QuickBooks processes from the windows task manager
Close QBW32.exe process - Screenshot
  • Followed by inserting the installation or download QuickBooks version from the internet
  • Laster on follow the installation wizard instructions until the installation completes
  • Now, the installation will refresh the intuit sync manager
  • The last step is to open and activate QuickBooks desktop.

See Also: How to Fix QuickBooks Error 6150, 1006?

Method 5: Tackle with QuickBooks sync manager error on Windows 10

The Intuit sync manager issue might occur due to Windows 10 upgrading from any previous windows, as many of the customers report that. Moreover, the intuit sync manager error on windows 10 is the result of incompatible, damaged or missing sync manager components. The steps involved in this are:

  • To begin with, the user needs to close QuickBooks company file and QuickBooks application
  • After that, reopen the update QuickBooks to the latest release
Update QuickBooks
  • The next step is to right click the sync manager icon and also choose exit tab to close sync manager
  • Followed by locating the sync manager folder under: C:\Users\username\AppData\Local\Intuit
  • Now, rename the syncmanager folder old
  • And also, reboot the system and start QuickBooks again
  • The last step is to try to sync the information and fix the issue.

You may also like: How to Resolve QuickBooks Error 6000?

To wrap it up!

By the end of this article, it is believed that the information shared in above might assist in getting rid of the QuickBooks online sync error. However, if due to any reason the error continues to persist, we strongly recommend you to connect with our QuickBooks premier support team at our toll-free customer support number i.e. 1-844-405-0906.

Our team will ensure to provide you with immediate technical assistance and will resolve the issue on your behalf.

 

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

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

Are you looking for the process to create a portable version of company file? Well, if yes, then reading this article further would be of great assistance. In this article, we will be discussing the step by step process to create and open portable company files in QuickBooks desktop. If you want to share the accounting data and move it to another system, then creating a portable company file is recommended. A portable file is basically a compact version of the company file, which is small enough to send in an email or put on a USB. To know more about creating and opening a portable company file to quickly move the data or fix issues, make sure to read this article ahead.

Or you can also get in touch with our QuickBooks professionals and ask them for further technical assistance. Our experts and certified ProAdvisors will ensure to provide you with immediate technical assistance.

You may also like: Convert a QuickBooks for Windows file to QuickBooks for Mac

Steps to create and open a portable company file to quickly move the data or fix issues

The steps to create and open portable company file are as follows:

Step 1: Updating QuickBooks Desktop

Help + Update QuickBooks desktop - Screenshot

Before starting, the user needs to update QuickBooks to the latest version.

Step 2: Create a backup

Create a Local Backup in QuickBooks - Screenshot

In order to share or move accounting data around and when you don’t need a full backup, portable company files work great. A portable company file isn’t any replacement for a full backup. Also, it doesn’t include the message templates, logos, images, or templates. Moreover, it doesn’t include:  .tlg or .log files, loan manager, statement writer, or fixed asset manager files. The user can complete the back up the company files, and follow the steps to create a backup company file.

See Also: How to Fix QuickBooks Error 6150, 1006?

Step 3: Creating a portable company file

  • The user can open QuickBooks and log in as an admin
  • And then, move to the file menu and choose create copy
  • Also, choose portable company file and hit next
Create a portable company file - Screenshot
  • Once done with that, the user needs to assign a name to the file.
  • And then choose a location to save the portable company file. And pick somewhere that’s easy to spot, like windows desktop.
  • After that, select Save and hit OK button.

You may also like: How to Resolve QuickBooks Error 6000?

Step 4: Opening a portable company file

In order to open a portable version of company file:

  • The user will have to open QuickBooks and log in as an admin
  • After that, move to the file menu and choose open or restore company
  • The next step is to select restore a portable file and choose next
Opening a portable company file - Screenshot
  • Now, select the portable company file. And then select open.
  • After that read the notes on the where do you want to restore the file page and then hit next
  • The last step is to select save, once you are ready to open the file.

When the user opens the file, QuickBooks will automatically re-index the data. And this will fix the issues.

See Also: Move your QuickBooks Desktop file to QuickBooks Online

Conclusion!

By the end of this article, it is expected that the user will be well versed with the process to create and open portable company files in QuickBooks desktop.

However, if you face any difficulty or in case of any query, or if you need any sort of technical assistance, give us a call at our toll-free customer support number i.e. 1(844)405-0906. And our QuickBooks desktop support team and ProAdvisors, will ensure to provide you with immediate technical assistance.

 

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How to Troubleshoot the QuickBooks Error Code 3180?

How to Troubleshoot the QuickBooks Error Code 3180?

Stumbled upon QuickBooks error code 3180 and unable to decide what to do? Well, need not to worry, as we are here to help you. QuickBooks error 3180 is seen while using QuickBooks desktop sales tax item is not associated with any vendor. This can also happen when the account mapping of sales tax payable account is incorrect. Also, the user can also face such an issue due to one or more items on receipts having the sales tax payable account selected as the target account.

QuickBooks POS Status code 3180 - Screenshot

You may see following error messages on your desktop screen:

Status code: 3180 Status message: There was an error when saving a Employees list, element “Employee, Name”

Status code 3180: There was a problem with saving the General Journal Transaction

Status code 3180: …QuickBooks error message: A/P (or A/R) detail line must have vendor

Status code 3180: QuickBooks error message: The posting account is invalid

Status code 3180: Status message: There was an error when saving a Items list, element “XXXXXXXX”. QuickBooks error message: The posting account is invalid. 140108 payment item lookup error “XXXXXXXX”.

Status code 3180: Status message: There was an error when saving a Sales Receipt

Status code 3180: Status message: Sales tax detail line must have a vendor

Status code 3180: Status message: There was an error when saving a Sales Receipt (or Credit Memo). QuickBooks error message: Sales tax detail line must have a vendor.

There can be a few methods that can resolve the QuickBooks POS error code 3180. To know more, make sure to read this post carefully till the end. Or you can also get in touch with our professionals at our toll-free customer support number i.e. 1(844)405-0906. Our team will ensure to provide you immediate technical assistance, and will surely fix the error for you.

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Steps to resolve QuickBooks error 3180

The user can resolve the QuickBooks error code 3180, by carrying out any of the below steps:

Step 1: Merging items in QuickBooks

The user can merge the items in QuickBooks and try to fix the error. The steps to be followed here are as follows:

  • The very first step is to open QuickBooks desktop
  • And then, move to the list
  • Also, navigate to the item
  • Followed by selecting to include inactive
  • Once done with that select the type header to sort the list
  • Another step is to right click the payment item that begins with point of sale
  • The next step is to select edit items
  • Now, the user needs add OLD to the item name
  • The user is then required to select edit item
  • And then, remove OLD
  • The next step is to select OK tab
  • Followed by running the financial exchange from you point of sale
  • And in the software, merge the duplicate items
  • After that right click the payment method with OLD
  • Also, select edit item
  • And remove OLD
  • And also select OK tab
  • Lastly, tap on Yes to confirm

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Step 2: Ensuring that one has not paid out the problem receipt using sales tax payable

  • For this, the user needs to open QuickBooks point of sale
  • And also select sales history
  • Right click any column
  • Followed by selecting customize columns
  • Now, ensure to select the QuickBooks status
  • Once done with that look for receipts that are not completed yet
  • Also, select the receipt if any of the receipts are paid out to sales tax payable
  • And click on reverse receipt
  • Now, recreate the paid out using a non-sales tax payable account
  • The last step is to run financial exchange

See Also: How to Update the Payroll Software to the Latest Version?

Step 3: ensuring that you assign the vendor to the sales tax item

  • The user is supposed to open the QuickBooks desktop
  • And then move to the list
  • And navigate to the item
  • Also, select include inactive
  • The next step is to select the type column to sort the list alphabetically
  • The last step is to ensure all sales tax item have a tax agency attached to it.

Read Also: How to Solve QuickBooks Error Code 7010?

Step 4: Selecting tax preferences

The user can also select tax preferences by carrying out the steps below and try to fix the error:

  • At first, the user needs to open QuickBooks point of sale
  • And then move to the file option
  • The next step is to select preferences
  • And select company
  • After that click on accounts under financial
  • Once done with that tick the basic and advanced tabs
  • The last step is to make QuickBooks sales tax payable is only listed in the sales tax row. And change it and run financial exchange if it not.

Read Also: How to Fix QuickBooks Banking Error 102?

Conclusion!

With this we come to the end of this article, where we expect that the information shared in above might help in fixing the QuickBooks error code 3180. However, if the error continues to trouble you, or in case of any query, give us a call at our toll-free customer support number i.e. +1-844-405-0906.

Our QuickBooks desktop support experts and certified professionals will ensure to provide the immediate technical assistance.

 

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How to Upgrade Internet Explorer to Open QuickBooks Desktop?

How to Upgrade Internet Explorer to Open QuickBooks Desktop?

Looking for a guide to upgrade internet explorer to open QuickBooks desktop? Or are you getting an error message stating “upgrade internet explorer in QuickBooks desktop”? Well, if yes, need not to worry, as we will be talking about the process to upgrade internet explorer. In case the user is making use of an older version of internet explorer, then he/she might get this sort of error message in QuickBooks desktop.

This Version of QuickBooks Requires Internet Explorer 11.0 - Screenshot

It should be noted that every version of QuickBooks has its corresponding system requirements. And for QuickBooks desktop 2021, it needs the internet explorer 11 as the browser. As it is an updated software, it should work with an updated browser to be able to run it seamlessly. Read the article ahead, to find the out the step by step process to upgrade internet explorer to open QuickBooks desktop. Or you can also get in touch with our QuickBooks support team and ask them to handle the situation for you. Give us a call at our toll-free customer support number. Our experts and certified professionals will provide you with immediate assistance.

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Steps to upgrade internet explorer

The user can upgrade the internet explorer, with the steps below:

  • The user needs to first of all close QuickBooks desktop
  • And then follow the steps for your windows operating system to upgrade the internet explorer 11
    • For upgrading the internet explorer to 11, the user is required to click on start icon tab
    • And then, type in internet explorer
    • Followed by, selecting the internet explorer
    • The user will have to click on the gear icon in the upper right corner
    • Also, the user needs to select about internet explorer
    • Now, check the box next to install new versions automatically
    • And click on close tab
    • Now the internet explorer will automatically stay up to date, keeping windows internet explorer services patched
  • The last step is to reopen the QuickBooks desktop

See Also: How to Fix QuickBooks Error 6150, 1006?

Verifying and troubleshooting QuickBooks desktop and internet explorer settings

In case the system can’t connect to the internet outside of QuickBooks desktop, but you have issues updating payroll or performing tasks, the user might need to configure internet explorer in system.

Verifying internet explorer settings:

  • The user needs make the internet explorer the default browser
  • And then, verify that the system date and time is correct
Windows Data and Time Settings - Screenshot
  • After that check the cipher strength
  • And also, update the settings by selecting tools and internet options

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The user can make use of the QuickBooks tool hub, by carrying out the steps below and try fixing the issue:

  • The user needs to close QuickBooks
  • And then, it is recommended to download the most recent version. The user will have to save the file somewhere, where it can be found easily.
  • After that the user will have to open the file downloaded
  • And also, follow the on-screen steps to install and agree to the terms and conditions
  • And when the install finishes, the user needs to double click the icon on windows desktop to open the QuickBooks tool hub.
QuickBooks Tools Hub - Screensahot

After this, the user will have to run the quick fix my program, from the QuickBooks tools hub, and select the program problems. And select the quick fix my program. And start QuickBooks desktop and open the data file.

Run Quick Fix My Program - Screenshot

Read Also: How to Upgrade to a new QuickBooks Desktop Version?

Conclusion!

It is believed that the information we have shared in above might help in upgrading the internet explorer to open QuickBooks desktop. However, if you have any query, or you need any sort of technical assistance, then in that case feel free to call us at our toll-free customer support number i.e. +1-844-405-0906. Our experts and certified accounting professionals will ensure to provide you with immediate technical assistance.

 

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