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How to print checks in QuickBooks software

How to print checks in QuickBooks software is a common query posed by new users and beginners to the software application. However, you need not worry. Your query for how to print checks in QuickBooks software will be solved easily since in QuickBooks Desktop, you will have the ability to print checks either one at a time or print out multiple checks simultaneously, depending upon your specific requirements.

Before you learn how to print checks in QuickBooks software, you should note one important aspect that forms should have preprinted check numbers and account numbers since QuickBooks Desktop can just fill out the information for making payments. Plain paper or blank check stocks may not work in this case.

If you are printing out a single check at a time, then here are the steps that you should follow:

  • Choose Banking and then Write Checks.
  • Find or create the check to be printed.
  • Enter the check number in the field named First Check Number if it is required and then hit Print.
  • Choose the style of check, i.e. between options such as Standard, Voucher or Wallet and ensure that the proper name of the printer is shown on the screen. Then click on Print.

If you are printing multiple checks simultaneously, then here are the steps that you should follow:

  • Select Banking and then Write Checks.
  • Choose the box named Print Later which is located adjacent to the Print icon for every check that you wish to print out. Then close the Write Checks window as well.
  • Choose File and then select the Print Form Choose either Paychecks or Checks as you deem suitable.
  • Choose your bank account.
  • Select the checks that you wish to print out by putting the check mark next to the same. Then select the column for check marks for placement or removal of the check mark.
  • Enter the first check number before selecting OK.
  • Select the style of check, namely Standard, Voucher or Wallet and ensure that the proper printer name is shown accordingly. Then choose Print.

Following these steps will help you complete the procedure without any hassles whatsoever.

How to integrate QuickBooks with Salesforce

Wondering how to integrate QuickBooks with Salesforce? This is not such a difficult procedure although you may have to rely on a few additional solutions to get the job done. Many people have queries pertaining to how to integrate QuickBooks with Salesforce since integration of Salesforce and QuickBooks is a win-win for any business. You will get a full view of how the business is essentially operating and where you can actually improve things smoothly. CRM (customer relationship management) and accounting software will function seamlessly together for data sharing between accounting and sales, inclusive of sales orders, customer information, invoicing and expenses alike.

Integrate QuickBooks with Salesforce

Linking to QuickBooks will naturally lower chances of duplicate data entry while scaling up overall productivity greatly and driving higher insights for superior future forecasting. In response to questions of how to integrate QuickBooks with Salesforce, it can be said that you should make use of the prebuilt apps which are already available on AppExchange and note that there is no direct solution available currently for integration of these two applications. Integration will also help you quickly share all financial data with the sales team minus any hitches whatsoever. You will be easily viewing customer data and other vital information smoothly and also linking with QuickBooks will help tracking of all expenditure along with getting invaluable insights for better forecasting abilities. You can also create your customers reports smoothly as a result of this integration feature.

Some of the apps that may help include QuickBooks Online and Desktop Integration for Salesforce by DBSync/Avankia and even Workato: Advanced QuickBooks Integration. QuickBooks Online Integration with Salesforce through Breadwinner can also be considered in addition to Autofy: QuickBooks Integration with Salesforce and More by Propelware. You can always contact support teams for getting the job done in a hassle-free manner whenever you are stuck.

How to fix QuickBooks error-OL-221-A

How to fix QuickBooks error-OL-221-A ? This is one of the commonest problems faced by users in recent times. Searches have increased considerably for how to fix QuickBooks error-OL-221-A and this error takes place whenever you are getting your bank accounts updated for online services. This is also called bank feed error code OL-221.

Before learning how to fix QuickBooks error-OL-221-A, you should remember that this error is caused due to various reasons. These include temporary server failures or issues at the bank, issues with internet connectivity, usage of an outdated Windows or QuickBooks Desktop and also issues pertaining to the company file in question. Before fixing this issue, you should first contact your bank or financial institution to find out whether they are making server or website changes. If there are issues at their end, wait it out for 24/48 hours and if the issue is still not resolved, then go ahead with the added troubleshooting measures.

QuickBooks error-OL-221-A

Make sure that you create a backup for your Company files. Open QuickBooks Desktop, hit File-Back Up Company- Create Local Backup and then follow the instructions given on the screen. Also go to Help- Update QuickBooks Desktop for updating the software while choosing Update Now on top and selecting Get Updates. Once the update is completed, click Close.

How to fix QuickBooks error-OL-221-A

The first step is deactivation and reactivation of your bank feeds. This involves the following steps:

  • Choose List-Chart of Accounts (CTRL +A)
  • Right-click on accounts in the list and choose Edit Account.
  • Click Bank Feed Settings and then Deactivate All Online Services.
  • Choose Save and Close.
  • For reactivation, follow the same procedure till you click on Set Up Bank Feeds and then hit Yes for closing all open windows in QuickBooks.
  • Enter bank name and hit Continue before entering the username and password and then hitting Connect.
  • Once the account is found, link the same to your existing account and click on Next.

The second stage involves running Verify and Rebuild Utilities. Open the QuickBooks Desktop program and go to File-Utilities-Verify Data. Click OK for closing all windows which are open. If no problems are found with data, then click on OK again and if issues are found, then click Rebuild.

Run Rebuild Utilities by going to File-Utilities-Rebuild Data. Then click OK and Save for creating the backup. Upon completion of rebuild, click View Results and if there are no issues, go ahead with the next steps. For any data issues, you should connect with an experienced support team.

The next stage involves creation of the Test Company file.

  • Visit File-New Company.
  • Click Start Setup and then Skip.
  • Enter details and click Create Company.
  • QuickBooks may require time to create new company files.
  • Once done, you can click Start Working and add bank accounts in the test file.

The next stage is enabling TLS 1.2 Security Protocol.

  • Click Windows + R keys and view the Run box.
  • Type CPL for opening the Internet Properties option.
  • Click on Advanced and scroll downwards till the security section.
  • Uncheck Use TLS 1.0 and check Use TLS 1.2.
  • Click Apply and then OK.
  • Restart the computer accordingly.

The next step involves confirmation of identity from the bank in question. Your bank may require confirmation of identity for usage of online services in the QuickBooks Desktop application. This usually takes place post upgradation of QuickBooks or updating the present version. You will have to login to the website of the bank for confirming identity. Check the message centre or notifications for the update on confirmation. You can also get in touch with your bank or financial institution for this purpose.

How to reset QuickBooks Cloud Data

Wondering how to reset QuickBooks cloud data ? The procedure is not that complicated save following a few steps. Many people search for how to rest QuickBooks cloud data, looking to make a fresh start in the application for QuickBooks Online. You can easily delete all your data in QuickBooks Online and start off with new books as well. Many people often require starting afresh with their new QuickBooks Online company files. If you are a new customer, you can also start over pretty simply while a new company needs to be created if you have been using QuickBooks for some time.

Reset QuickBooks Cloud Data :

How to rest QuickBooks cloud data ? You have to fully start over in QuickBooks Online. You do not have to start right from scratch itself. Save your time greatly by reusing lists from the old company. You should also be able to move your lists to a whole new company file. If the company file is older than 30 days, you should contact the QuickBooks support team for activating the purge feature. Once this is enabled, you will be seamlessly equipped to purge any information or data that is present within the file itself. It will require 1-2 working days for enabling the purge feature and you should plan out your operations likewise. If the company file is not older than 30 days, you should follow a different process. The procedure will completely delete all information that is present in the company file and once deleted, you will be unable to restore the same.

You will have to sign into QuickBooks Online Company before changing your URL to include this acronym- /purgecompany. For instance, if the URL is https://sg.qbo.intuit.com/app/homepage, then you will have to change this to https://sg.qbo.intuit.com/app/purgecompany likewise. You have to then press Enter on the keyboard and the next screen will offer a summary of items that should be deleted. You should then type YES for deleting data before hitting OK.

How to fix QuickBooks connectivity problems

How to fix QuickBooks connectivity problems ? This is a commoner problem than you usually think! Many people search for the answer to how to fix QuickBooks connectivity problems since more often than not, they encounter such network issues and errors. They may also be confused whenever any such network errors take place or there are error messages that show you the occurrence of any such network error. It goes without saying that such errors hinder normal functioning and usage of QuickBooks which is one of the most vital tools for professionals and businesses today.

QuickBooks connectivity problems

Fix QuickBooks connectivity problems :

Before getting into how to fix QuickBooks connectivity problems, you should know that whenever there is any network issue taking place, it means that a portion of the page that you are viewing, has not loaded completely owing to network problems. This is usually when QuickBooks Online shows the message- Error: A network problem has occurred. You can swiftly get this issue resolved if you follow some simple steps in this regard.

  • Choose the Reload button or hit F5 on the computer keyboard (Command + R in case you are using a MacBook) for downloading the full page.
  • In case the problem still remains, you can get your browser restarted before logging into QuickBooks Online.
  • If refreshing your browser does not solve the problem, you can check if the computer is running any particular firewall based software. In case there is a firewall that is running, you should configure the same for allowing access for these two links-

If you are still receiving the error message, you should get customer support at the earliest. Make sure to inform the representative about the exact issue that you are facing along with providing details about security software and firewalls installed on the computer and updates that were recently installed onto the device. This will help the support team to address the issue quickly and solve it with alacrity.

How to download bookkeeping software free for small business

If you are planning to open a small business, then you should get bookkeeping software. Now before you start searching about how to download bookkeeping software free for small business, it is suggested to try QuickBooks.  A QuickBooks-certified bookkeeper will understand your business and it will provide some services. The bookkeeper will set up your accounts chart, bank connections, for each month they categorize your transactions and reconcile your account. At the end of the month, the bookkeeper closes the relevant books and prepares a trial balance sheet to provide confirmed accuracy. They even send key financial reports of your business, which includes profit and loss statements and balance sheets.

QuickBooks are highly recommended because of its key features. They are-

  • Keeps track of your business from any location and permits you to organize your business from PC, tablet, or mobile phones.
  • It keeps a record of all expenses, maintains personalized dashboards and keeps track of your business performance.
  • It helps you to make custom invoices and sales receipts. These can be printed or send to anyone in less time.
  • It manages your cash flow.
  • It manages bills from vendors and helps in making payments before the due date. With this software, you can make a recurring payment schedule.
  • Having secured data access allows data usage to your accountant, colleagues, or bookkeeper who has signed in into QuickBooks cloud-based platform.

Steps to download QuickBooks Desktop

While thinking about how to download bookkeeping software free for small business, you can download QuickBooks. It mainly focuses on small and mid-sized businesses. Follow the steps to download the accounting software.

  1. Search ‘Download QuickBooks’ in any browser.
  2. Select any one of the links available on the internet that shows the latest free version of the software.
  3. After downloading the software, select the executable file from your computer’s download folder, and click on it.
  4. Click on the “Yes” button and proceed with your installation process.
  5. Read all the License Agreement, and hit on the “Agree” button.
  6. After this, the installation process will start.
  7. Carry out all the instructions that appear on the screen to finish the installation process.

Besides downloading QuickBooks Desktop for offline data works, you can also use QuickBooks online. It provides a 30 days free trial period, and after that, a premium membership subscription is required.

QuickBooks Live Bookkeeping

If you are freaking out while thinking about how to download bookkeeping software free for small business, you can try QuickBooks Live Bookkeeping. You need to follow the steps to get this service –

  • You must have QuickBooks Online.
  • From the right top menu, select ‘My Experts’.
  • Then you need to select the link under ‘Live Bookkeeping’. This will help to sign up for the services.
  • After signing up for QuickBooks Online subscription, you may find there is an option which says ‘QuickBooks Live Bookkeeping’.

This service does not include sending invoices, paying bills, managing inventory, accounts receivable or payable, tax-related or financial advice, payroll management, and filing income-tax or sales-tax returns.

You can schedule an appointment with a bookkeeper during regular business hours. Select ‘My Experts’ -> go to ‘Live Bookkeeping’ -> select ‘Schedule my appointment’-> after filling up all the required information, you will receive a confirmation about appointment booking.

You can even send a message by selecting ‘My Experts ‘ -> under ‘Live Bookkeeping’ select ‘Send a message’ -> a chat window appears where you can discuss your issues directly with a bookkeeper.

Call Now: +1 833-522-1003
Call Now: +1 833-522-1003
Call Now: +1 833-522-1003