All TKB Articles in US QuickBooks Community

Credit Memo   Blue Rounded Border Cred.DES Blue small rounded borders with no fill. Download   Blue Rounded Fill Cred.DES Blue small rounded borders filled with a lighter shade of blue. Download   Blue Square Border Cred.DES Blue square borders with no fill. Download   Blue Square Fill Cred.DES Blue square borders filled with a lighter shade of blue. Download   Credit Card Cust Copy Cred.DES For use with QuickBooks Merchant Account Service only. Credit Memo - Customer Copy This is a generic Credit Memo with additional fields to support the credit card features provided by QuickBooks Merchant Account Service. Show more... Download   Credit Card Merch Copy Cred.DES For use with QuickBooks Merchant Account Service only. Credit Memo - Merchant Copy This is a generic Credit Memo with additional fields to support the credit card features provided by QuickBooks Merchant Account Service. Show more... Download   Credit Card Tan Cust Copy Cred.DES Various shades of tan in a contemporary credit memo. The text, "YOUR ONE-STOP SHOP FOR THE BEST PRICES AND SELECTIONS" can be changed by editing the template. Contains credit card fields for use with QuickBooks Merchant Account Service. Show more... Download   Credit Card Tan Merch Copy Cred.DES Various shades of tan in a contemporary credit memo. The text, "YOUR ONE-STOP SHOP FOR THE BEST PRICES AND SELECTIONS" can be changed by editing the template. Contains credit card fields for use with QuickBooks Merchant Account Service. Show more... Download   Green Rounded Border Cred.DES Green small rounded borders with no fill. Download   Green Rounded Fill Cred.DES Green small rounded borders filled with a lighter shade of green. Download   Green Square Border Cred.DES Green square borders with no fill. Download   Green Square Fill Cred.DES Green square borders filled with a lighter shade of green. Download   Maroon Rounded Border Cred.DES Maroon small rounded borders with no fill. Download   Maroon Rounded Fill Cred.DES Maroon small rounded borders filled with a lighter shade of maroon. Download   Maroon Square Border Cred.DES Maroon square borders with no fill. Download   Maroon Square Fill Cred.DES Maroon square borders filled with a lighter shade of maroon. Download   Simple Blue Lines Cred.DES Credit memo with a sample company logo and blue lines below the headers. Download   QB Custom Credit Memo.DES Gray square borders with gray fill. QuickBooks Pro Edition 2003 or higher. Download Donation   QB Standard Pledge.DES Standard pledge form with gray square borders and gray fill. QuickBooks Pro Edition 2003 or higher. Download   QB Standard Donation.DES Standard donation form with gray square borders and gray fill. QuickBooks Pro Edition 2003 or higher. Download Sales Order   Blue Rounded Border SO.DES Blue small rounded borders with no fill. Download   Blue Rounded Fill SO.DES Blue small rounded borders filled with a lighter shade of blue. Download   Blue Square Border SO.DES Blue square borders with no fill. Download   Blue Square Fill SO.DES Blue square borders filled with a lighter shade of blue. Download   Green Rounded Border SO.DES Green small rounded borders with no fill. Download   Green Rounded Fill SO.DES Green small rounded borders filled with a lighter shade of green. Download   QB Custom Sales Order.DES Gray square borders with gray fill. QuickBooks Pro Edition 2003 or higher. Download   Green Square Border SO.DES Green square borders with no fill. Download   Green Square Fill SO.DES Green square borders filled with a lighter shade of green. Download   Maroon Rounded Border SO.DES Maroon small rounded borders with no fill. Download   Maroon Rounded Fill SO.DES Maroon small rounded borders filled with a lighter shade of maroon. Download   Maroon Square Border SO.DES Maroon square borders with no fill. Download   Maroon Square Fill SO.DES Maroon square borders filled with a lighter shade of maroon. Download   QB Sales Order with Rep.DES Sales order with gray square borders and gray fill.. QuickBooks Pro Edition 2003 or higher. Download Purchase Order   Blue Rounded Border PO.DES Blue small rounded borders with no fill. Download   Blue Rounded Fill PO.DES Blue small rounded borders filled with a lighter shade of blue. Download   Blue Square Border PO.DES Blue square borders with no fill. Download   Blue Square Fill PO.DES Blue square borders filled with a lighter shade of blue. Download   Green Rounded Border PO.DES Green small rounded borders with no fill. Download   Green Rounded Fill PO.DES Green small rounded borders filled with a lighter shade of green. Download   QB Custom Purchase Order.DES Gray square borders with gray fill. QuickBooks Pro Edition 2003 or higher. Download   Green Square Border PO.DES Green square borders with no fill. Download   Green Square Fill PO.DES Green square borders filled with a lighter shade of green. Download   Maroon Rounded Border PO.DES Maroon small rounded borders with no fill. Download   Maroon Rounded Fill PO.DES Maroon small rounded borders filled with a lighter shade of maroon. Download   Maroon Square Border PO.DES Maroon square borders with no fill. Download   Maroon Square Fill PO.DES Maroon square borders filled with a lighter shade of maroon. Download Estimate   E-Mail Blue Rounded Border Est.DES Blue rounded small borders with no fill. Download   E-Mail Blue Rounded Fill Est.DES Blue small rounded borders filled with a lighter shade of blue. Download   E-Mail Blue Square Border Est.DES Blue square borders with no fill. Download   E-Mail Blue Square Fill Est.DES Blue square borders filled with a lighter shade of blue. Download   E-Mail Blueprint Est.DES Contractor/construction/architect image of a set of blueprints in the background. Blue borders. Download   E-Mail Green Rounded Border Est.DES Green small rounded borders with no fill. Download   E-Mail Green Rounded Fill Est.DES Green small rounded borders filled with a lighter shade of green. Download   E-Mail Green Square Border Est.DES Green square borders with no fill. Download   E-Mail Green Square Fill Est.DES Green square borders filled with a lighter shade of green. Download   E-Mail Maroon Round Border Est.DES Maroon small rounded borders with no fill. Download   E-Mail Maroon Rounded Fill Est.DES Maroon small rounded borders filled with a lighter shade of maroon. Download   E-Mail Maroon Square Border Est.DES Maroon square borders with no fill. Download   E-Mail Maroon Square Fill Est.DES Maroon square borders filled with a lighter shade of maroon. Download   Tools Est.DES Grayish purple-blue background with ruler, screw drivers and pliers. Great for Contractors! Download Invoice   E-Mail Blue Franchise Inv.DES An invoice designed for franchise businesses. Corporate Office information optional. Download   E-Mail Blue Rounded Border Inv.DES Blue rounded small borders with no fill. Download   E-Mail Blue Rounded Fill Inv.DES Blue small rounded borders filled with a lighter shade of blue. Download   E-Mail Blue Rounded Remit Inv.DES Invoice containing a remittance slip, address change checkbox, email reference and return checks policy. Blue fill and black borders and text. Show more... Download   E-Mail Blue Rounded Solid Inv.DES Blue small rounded borders filled with the same shade of blue. Download   E-Mail Blue Square Border Inv.DES Blue square borders with no fill. Download   E-Mail Blue Square Fill Inv.DES Blue square borders filled with a lighter shade of blue. Download   E-Mail Blue Square Solid Inv.DES Blue square borders filled with the same shade of blue. Download   E-Mail Car on the Road Inv.DES Invoice with a remittance slip and green pastel image of a car driving "On the road to business success!" Remittance slip asks the customer for their Email address and change of address. Text can be changed by editing the template. Show more... Download   E-Mail Dentist with map Inv.DES Dentist office invoice with an image of a gray tooth, a sample map, directions and a picture of the dentist. Blue fills with black borders and rounded corners. Be sure to update this form with your picture. Show more... Download   E-Mail Drill Shipping Inv.DES Shipping Invoice. Image of a drill in the background. Dark pastel green border with a few yellow fills. The company's 'Long Text' field is included on the form. Show more... Download   E-mail Green Rounded Border Inv.DES Green small rounded borders with no fill. Download   E-Mail Green Rounded Fill Inv.DES Green small rounded borders filled with a lighter shade of green. Download   E-Mail Green Rounded Solid Inv.DES Green small rounded borders filled with the same shade of green. Download   E-mail Green Square Border Inv.DES Green square borders with no fill. Download   E-Mail Green Square Fill Inv.DES Green square borders filled with a lighter shade of green. Download   E-Mail Green Square Solid Inv.DES Green square borders filled with the same shade of green. Download   E-Mail Grey Remit Slip Inv.DES Invoice, Portrait, remittance slip, address change checkbox, enter new email, return checks policy. Gray fill and black borders and text. Show more... Download   E-Mail Maroon Round Border Inv.DES Maroon small rounded borders with no fill. Download   E-Mail Maroon Rounded Fill Inv.DES Maroon small rounded borders filled with a lighter shade of maroon. Download   QB Attorney's Invoice.DES Gray Square Unfilled Border. QuickBooks Pro Edition 2003 or higher. Download   QB Fixed Fee Invoice.DES Fixed fee invoice with gray square borders and gray fill. QuickBooks Pro Edition 2003 or higher. Download   QB Invoice from Proposal.DES Invoice from proposal form with square borders and gray fill. QuickBooks Pro Edition 2003 or higher. Download   QB Product Invoice.DES Standard product invoice with square borders and gray fill. QuickBooks Pro Edition 2003 or higher. Download   QB Professional Invoice.DES Professional invoice with gray square borders and gray fill. QuickBooks Pro Edition 2003 or higher. Download   E-Mail Maroon Rounded Solid Inv.DES Maroon small rounded borders filled with the same shade of maroon. Download   E-Mail Maroon Square Border Inv.DES Maroon square borders with no fill. Download   E-Mail Maroon Square Fill Inv.DES Maroon square borders filled with a lighter shade of maroon. Download   E-Mail Maroon Square Solid Inv.DES Maroon square borders filled with the same shade of maroon. Download   E-Mail Orange dots Inv.DES Invoices with orange dots in the background. Download   E-Mail Orange dots Pledge Inv.DES Invoices with orange dots in the background, designed for pledges. For use by non-profit companies. Download   E-Mail Orange target remit Inv.DES Invoice with remittance slip and sample company logo. Orange color scheme with an orange gradient target. Download   E-Mail Orange target ship Inv.DES Invoice for shipping. Orange color scheme with an orange gradient target. Download   E-Mail Plain Pledge Inv.DES Simple pledge invoice for use by non-profit companies. Download   E-Mail Plain Remit Slip Inv.DES Service invoice for Labor, with a remittance slip. Change address box and new email included. Download   E-Mail Tan Paw Pledge Inv.DES Various shades of tan in a contemporary invoice designed for pledges, overlaid with paw prints. Optional text box, "Thank you for your support." For use by non-profit companies. Show more... Download   E-Mail Tan Paw Scheme Inv.DES Various shades of tan in a contemporary invoice, overlaid with paw prints. The text, "YOUR ONE-STOP SHOP FOR THE BEST PRICES AND SELECTIONS" can be changed by editing the template. Great for pet stores and animal hospitals/clinics. Show more... Download   E-Mail Tan Scheme Inv.DES Various shades of tan in a contemporary invoice. The text, "YOUR ONE-STOP SHOP FOR THE BEST PRICES AND SELECTIONS" can be changed by editing the template. Show more... Download   E-Mail Tape Measure Inv.DES Grey and blue highlights with background of a tape measure. Good for contractors and construction professionals. Download   E-Mail Yellow Scheme Inv.DES Invoice with yellow color scheme. Different shades of yellow. No images. Contemporary and simple style. "YOUR ONE-STOP SHOP FOR THE BEST PRICES AND SELECTION ON APPAREL". Text can be changed by editing the template. Show more... Download   Fall Leaves Inv.DES Invoice with a sample company logo, logo image consists of leaves, ferns, acorns, Fall background consists of leaves. Download   Growth Chart Inv.DES Background contains accounting graphs and charts showing increasing company profits. The text "Helping your business to grow its profits." can be updated by editing the template. Show more... Download   Rainbow Pledge Inv.DES Non-profit invoice for pledges. Background image consists of a rainbow and clouds. The title boxes have white round backgrounds - similar to clouds. For use by non-profit companies. Show more... Download   Sports Inv.DES Invoice with image containing basketball, tennis ball, golf ball, and soccer. Black lines with green fill for tables. Background image consist of abstract running tracks. Show more... Download   Yellow Lemon Scheme Inv.DES Yellow invoice with a lemon scheme. Background image shows a slice of lemon. "YOUR ONE-STOP SHOP FOR THE BEST PRICES AND SELECTIONS". Text can be changed by editing the template. Show more... Download   QB Progress Invoice.DES Progress invoice with gray square borders and gray fill. QuickBooks Pro Edition 2003 or higher. Download   QB Service Invoice.DES Standard service invoice with gray square borders and gray fill. QuickBooks Pro Edition 2003 or higher. Download   QB Time & Expense Invoice.DES Standard time and expense invoice with gray square borders and gray fill. QuickBooks Pro Edition 2003 or higher. Download   Intuit Plain Remit Slip Direct Inv.DES Invoice with remittance slip. Download Statement   Blue Tan Gradient Stmt.DES Statement with a background image consisting of different gradient color images (Blue/Tan). Download   E-Mail Blue Square Border Stmt.DES Blue square borders with no fill. Download   E-Mail Blue Square Fill Stmt.DES Blue square borders filled with a lighter shade of blue. Download   E-Mail Green Square Border Stmt.DES Green square borders with no fill. Download   E-Mail Green Square Fill Stmt.DES Green square borders filled with a lighter shade of green. Download   E-Mail Maroon Sq Border Stmt.DES Maroon square borders with no fill. Download   E-Mail Maroon Square Fill Stmt.DES Maroon square borders filled with a lighter shade of maroon. Download   E-Mail Purple Design Stmt.DES Statement with a light purple background. This form can be used for letterhead paper by removing the sample company logo. Download   Eatery and Coupon Stmt.DES Statement with background image consisting of a ceramic purplish plate, green beans and tomatoes and a slight tint of red. Green headers. A coupon area is included. User should enter coupon text into the Long Text field. Show more... Download   Nature Gradient Stmt.DES Statement with a background image consisting of different gradient color images (yellow/green). Download   Technology Stmt.DES Statement with a background image consisting of a wafer, two computer chips, rays, semiconductors and black borders. Download   QB Standard Statement.DES Standard statement with gray square borders and gray fill. QuickBooks Pro Edition 2003 or higher. Download Sales Receipt   Blue Rounded Border SR.DES Blue small rounded borders with no fill. Download   Blue Rounded Fill SR.DES Blue small rounded borders filled with a lighter shade of blue. Download   Blue Scheme Apparel SR.DES Sales Receipt with a blue color scheme. Background image has outlines of shirts. Different shades of blue lines and an arrow image. "YOUR ONE-STOP SHOP FOR THE BEST PRICES AND SELECTION ON APPAREL". Text can be changed by editing the template. Show more... Download   Blue Scheme SR.DES Sales Receipt with a blue color scheme. Different shades of blue. No images. Contemporary and simple style. "YOUR ONE-STOP SHOP FOR THE BEST PRICES AND SELECTION ON APPAREL". Text can be changed by editing the template. Show more... Download   Blue Square Border SR.DES Blue square borders with no fill. Download   Blue Square Fill SR.DES Blue square borders filled with a lighter shade of blue. Download   Credit Card Cust Copy SR.DES For use with QuickBooks Merchant Account Service only. Sales Receipt - Customer Copy This is a generic Sales Receipt with additional fields to support the credit card features provided by QuickBooks Merchant Account Service. Show more... Download   Credit Card Merch Copy SR.DES For use with QuickBooks Merchant Account Service only. Sales Receipt - Merchant Copy This is a generic Sales Receipt with additional fields to support the credit card features provided by QuickBooks Merchant Account Service. Show more... Download   Credit Card Tan Cust Copy SR.DES Various shades of tan in a contemporary sales receipt. The text, "YOUR ONE-STOP SHOP FOR THE BEST PRICES AND SELECTIONS" can be changed by editing the template. Contains credit card fields for use with QuickBooks Merchant Account Service. Show more... Download   Credit Card Tan Merch Copy SR.DES Various shades of tan in a contemporary sales receipt. The text, "YOUR ONE-STOP SHOP FOR THE BEST PRICES AND SELECTIONS" can be changed by editing the template. Contains credit card fields for use with QuickBooks Merchant Account Service. Show more... Download   Green Rounded Border SR.DES Green small rounded borders with no fill. Download   Green Rounded Fill SR.DES Green small rounded borders filled with a lighter shade of green. Download   Green Square Border SR.DES Green square borders with no fill. Download   QB Custom Sales Receipt.DES Gray square borders with gray fill. QuickBooks Pro Edition 2003 or higher. Download   Green Square Fill SR.DES Green square borders filled with a lighter shade of green. Download   Maroon Rounded Border SR.DES Maroon small rounded borders with no fill. Download   Maroon Rounded Fill SR.DES Maroon small rounded borders filled with a lighter shade of maroon. Download   Maroon Square Border SR.DES Maroon square borders with no fill. Download   Maroon Square Fill SR.DES Maroon square borders filled with a lighter shade of maroon. Download   Orange dots Donation SR.DES Sales receipt with orange dots in the background, designed for donations. For use by non-profit companies. Download   Orange Dots SR.DES Sales receipt with orange dots in the background. Download   Pink Floral Scheme SR.DES Sales Receipt with a pink color scheme. Sectional background image with floral elements. Different shades of pink color. "YOUR ONE-STOP SHOP FOR THE BEST PRICES AND SELECTIONS". Text can be changed by editing the template. Show more... Download   Pink Scheme SR.DES Sales Receipt with pink color scheme. Different shades of pink. No images. Contemporary and simple style. "YOUR ONE-STOP SHOP FOR THE BEST PRICES AND SELECTION ON APPAREL". Text can be changed by editing the template. Show more... Download   Plain Donation SR.DES Simple donation sales receipt for use by non-profit companies. Download   Rainbow Donation SR.DES Non-profit sales receipt for donations. Background image consists of a rainbow and clouds. The title boxes have white round backgrounds - similar to clouds. For use by non-profit companies. Show more... Download   Striped Background SR.DES Sales Receipt on blue, green, yellow striped background. Download   Tan Paw Donation SR.DES Various shades of tan in a contemporary sales receipt designed for donations, overlaid with paw prints. Optional text box, "Thank you for your support." For use by non-profit companies. Show more... Download   QB Return Receipt.DES Return receipt with gray square borders and gray fill. QuickBooks Pro Edition 2003 or higher. Download

Discover a whole new way of doing business with our new QuickBooks Desktop Enterprise with Hosting. It offers protected anytime, anywhere, and on any device access to your data. Your team all works with the same information, at the same time - no matter where they are and no matter if they're using a Mac, PC, or tablet. Now, everyone can get more done.     Intuit Hosting Powered by Right Networks Who is Right Networks? QuickBooks Desktop Enterprise Subscription With Hosting Pricing What does Intuit Hosting do?     New to hosting FAQs Can I have third party apps? To view a full list of third party apps, visit the Right Networks Application Directory   How long does onboarding take?   How many users can I have? Your Right Networks users need to match your QuickBooks user count.  Example; If you have a 5 User Enterprise Solution subscription, you can have up to 5 hosting users.   How do I add users to Right Networks? If you already purchased the right number of QuickBooks users and just need to create Right Networks users, you can add them through the Right Networks My Account Portal or by contacting Right Networks support. If you need to add more QuickBooks and Right Networks users, you can contact us to add more seats to your QuickBooks license.  Once you've added additional QuickBooks users,  you can then add the same number of Right Networks users.   What does hosting mean? Hosting is another term for in the cloud. It means your QuickBooks software and data are stored (hosted) on an enterprise-level web server at a protected facility, instead of locally on your office computer. You access them over a protected Internet connection rather than via your local network. You're not tied down to your office to run QuickBooks Desktop Enterprise. You can access it anywhere, anytime, and on any device, including Mac.   How safe is my hosted data? We offer our hosting service through Right Networks, one of the leading providers of enterprise-level hosting. Enterprise-class anti-virus technology, firewalls, encryption and multi-layer access controls help protect your files and transmissions. Right Networks IT professionals continuously monitors the system and handles all updates and upgrades. What are the benefits of choosing QuickBooks Desktop Enterprise with Hosting over QuickBooks Desktop Enterprise (local access only)? Anywhere, anytime access to applications and data With your applications and data hosted, you can connect anytime from anywhere with an Internet connection using a simple client program. Simply launch the remote access application and log in with your user ID and password. Your QuickBooks Desktop Enterprise is ready to use. There's virtually nothing new to learn because the software looks and works just like it does on your PC. Data security QuickBooks Desktop Enterprise is hosted in top-of-the-line data centers that provide true enterprise-class scalability and reliability, including full-time security personnel, closed-circuit video surveillance, continuous and redundant power systems with backup generators, fully redundant network systems with multiple-backbone access, advanced network firewalls, and hazard avoidance and alert systems. If a disaster strikes your office, you'll be able to access your business-critical information from computers at another site. Whether the disaster is as small as a PC crash or as catastrophic as a hurricane, QuickBooks Desktop Enterprise with Hosting can help keep your business running. Data protection and backup We protect your hosted data with encrypted transmission, firewalls, multi-layer access controls, and encrypted backups. In addition, your data is automatically scanned with enterprise-class antivirus technology. We back up your hosted data nightly, and retain backups for 90 days. So, if you accidentally delete a file, it may be recoverable. No server or network maintenance required If you currently store your company data on file servers on your network, you know how much time and money it takes to keep the systems patched, scanned for viruses, access-controlled, etc., in addition to the hassles and risks of making the servers available from remote locations. You can eliminate the need to have servers and virtual private networks (VPNs) in your office. Instead, keep your data in a protected data center, and stay focused on your business. And with your applications running in Right Networks data centers, you no longer need to install and maintain them on your own computer. All you need on your PC is a simple client program that is built into Windows Vista and Windows 7.8   Do I need my own network? No. The Internet is the only network you'll need, and if you're reading this, you've already got it! How long does it take to learn? If you're familiar with QuickBooks Desktop Enterprise, no time at all. QuickBooks Desktop Enterprise with Hosting has the same look and feel. If you're new to QuickBooks, we offer multiple ways to get up-to-speed fast, including the comprehensive support site, Everything Enterprise, which includes exclusive training videos for Full Service Plan members (login and valid Full Service Membership required). Right Networks provides 24/7 support. If you have any questions, its experts are there to help you.   How does the speed compare to running it on my PC? As with any Internet-based service, you'll need a good-quality, fast Internet connection. While experiences may vary, some customers have noticed improved speed and functionality after switching. In addition, you can increase the number of users without losing performance. What is the difference between QuickBooks Online and QuickBooks Desktop Enterprise with Hosting? Both are Internet-accessible solutions, but QuickBooks Online is designed for early-stage businesses that don't require advanced features and functionality. QuickBooks Desktop Enterprise with the Hosting Service offers advanced functionality for growing, small-to-mid-sized businesses that are managing more complexity and may operate from multiple locations or facilities. Additionally, you access QuickBooks Online directly through a Web browser. Most Hosting Service users access their QuickBooks Desktop Enterprise through a remote access application, although it can also be accessed directly through Internet Explorer.   How does Microsoft Word and Excel work with QuickBooks Desktop Enterprise with Hosting? And how does my email work? Microsoft Word and Excel work with QuickBooks Desktop Enterprise and the Hosting Service the same way as they do with the desktop version. If you have Microsoft Word and Excel installed, you can export QuickBooks Desktop Enterprise reports to Excel and estimates, invoices and statements to Word. Additionally, if you'd like to access hosted versions of Word and Excel over the Internet, you can lease Microsoft Office directly from Right Networks for an additional fee. Your Enterprise Hosting Service will cover the hosting for those applications at no additional charge, and you can access them over the same connection. For your email, you have several options. You can use QuickBooks email services, configure QuickBooks to use Web mail, or add Outlook to your Right Networks account.   What to expect after purchase Who do I call for support? For questions related to QuickBooks usage, Error messages, Payroll, Intuit Payments, or adding users , Contact Intuit. For Questions related to adding shortcuts, apps, getting the latest software year installed, or inability to log in to the Right Networks environment, Contact Right Networks.            

Getting paid is important to everyone, especially small business owners. So when something goes wrong, it is important to understand why, how to manage the issue and how to minimize these in the future. In this article, we will guide you through the what the typical payments process cycle looks like and some specific scenarios where holds occur. If you are currently experiencing payment holds, additional guidance is provided in our next article, “Managing and Avoiding Payment Holds”.   In order to have the best possible experience, we encourage you to read through this entire article to gain a thorough understanding of payment holds.  If you are short on time and need some quick guidance, you can also click on the individual links below to jump to the areas that interest you the most.   Contents When to Expect Funds in Your Account Good to Know - Credit Card Processing Cycle What Triggers a Hold? What Happens When Funds Are Placed On Hold? What Happens When You (the Business Owner) Void a Credit Card Transaction What Happens When Your Customer Voids a Credit Card Transaction   When to Expect Funds in Your Account When you are using an electronic payments system, it is important to have the right expectations of when funds will hit your bank account. The time it takes to process payments can vary based on a number of factors, such as the time of day. For QuickBooks Online Payments users, credit card payments typically deposit in about 2-3 business days and free ACH Bank Transfer payments deposit in about 2-7 business days.      Good to Know - Credit Card Processing Cycle         What Triggers a Hold?   When something unexpected occurs in your transaction(s), a hold may be placed on the funds. Here are some common reasons for holds:   When your payment processing exceeds the established maximum dollar amount expected on your account When a transaction is processed after several authorization attempts and failures When certain transactions require verification of your business type to ensure it is compliant with the Intuit Acceptable Use Policy When our systems identify processing patterns that pose a risk to any of the parties involved: You, your customer or to Intuit.   What Happens When Funds Are Placed On Hold?   Intuit will attempt to contact you via the phone number you have provided on your merchant account. You will then receive an email with detailed instructions on what additional information is needed in order to complete our review. For example, we may ask for a detailed invoice with the cardholder's name and billing address as they are reflected on file with their bank. To resolve the issue as quickly as possible, please submit any requested documents as soon as possible.   When will Intuit release these funds? We are unable to deposit any money from funds on hold until we complete our review. Once all of the requested information has been provided, the review is typically completed within 2 business days. What Happens When You (the Business Owner) Void a Credit Card Transaction? If you void a transaction prior to batching, the authorization for that amount remains, placing a hold on the customer’s credit card for around 7-10 days (or up to 30 days, depending on the policies of the cardholder’s issuing bank). What Happens When Your Customer Voids a Credit Card Transaction? A chargeback is a transaction that has been disputed by the cardholder or card issuer.  Here are the most common reasons for chargebacks. Listed below each bullet is a list of documents to dispute the chargeback.   The cardholder claims they did not get the merchandise or service. Rebuttal addressing the Cardholder's claims. Proof of Delivery. Signed proof of pick-up.  The cardholder claims the merchandise or services were not as initially described or were received in defective condition. Rebuttal addressing the Cardholder's claims. Proof that merchandise/service matched the description. Proof that the Cardholder did not attempt to return the merchandise. Proof of ongoing negotiations between the Cardholder and the Merchant. Outside opinion from a third party expert in support of the Merchant's rebuttal. The cardholder claims the transaction was cancelled and/or the merchandise was returned. Rebuttal addressing the Cardholder's claims. Proof that the Merchant's return/cancellation policy was properly disclosed to the Cardholder at the time of sale. Proof that the Cardholder's cancellation/return was not in accordance with the Merchant's properly disclosed policy. The cardholder does not recognize the transaction. A copy of the Transaction Record with showing what was purchased. The cardholder claims fraud or unauthorized charge. A copy of the signed and swiped receipt (if applicable). Rebuttal letter, Invoice, proof of delivery. Compelling evidence (i.e. photographs, emails, etc.), to support that the Cardholder made the Transaction and has received the merchandise/service. Duplicate transactions. Failure to respond to an inquiry (American Express only).     Please note: Even if you work with Intuit to successfully reverse a chargeback, you still need to pay a chargeback fee. The chargeback fee is not a penalty fee but a processing fee for handling the issue on your behalf.   If you have received a chargeback, DO NOT issue a credit to the cardholder since they already received a credit from their bank upon the processing of the chargeback.     If you have need help with payment holds, please continue reading more in our next article “Managing and Avoiding Payment Holds.  

  You can convert any company file to a Mac version from a U.S. version of QuickBooks Pro, Premier, and Premier Accountant Edition for the same year as your version of QuickBooks for Mac or the two previous years. In other words, if you have QuickBooks for Mac 2019, you can convert your file from QuickBooks for Windows 2017, 2018, and 2019.   Before you start, be sure that you are familiar with what data is converted from QuickBooks for Windows to QuickBooks for Mac.   Data that is and is not converted from QuickBooks for Windows to QuickBooks for Mac   Although Intuit has used reasonable efforts to include all features affected, Intuit disclaims that all features are included in these lists. Be sure to compare the newly-converted data with the original data to learn what data was not converted.     Data that is converted from Windows to Mac Account list (chart of accounts) Customer list Vendor list (notes will not be converted) Item list Payment terms list Shipping via list Customer type list Vendor type list Employee list (notes will not be converted) To do list (alerts will not be converted) Other names list (without notes) Job types list Payment method list Customer message list Classes Reminders (alerts will not be converted) Links between pay items and other items Custom field definitions Transactions and their links: Invoices Bills Deposits Payments Transfers Memorized transactions Multiple estimates per job All list reports History of QuickBooks versions used with the data file Transaction statistics 1099 categories Notes Audit trail Preferences Company name and address Which features are enabled Time and activity records Budgets Reconcile Address book data Income and expense tracking by class (available in QuickBooks for Mac using Profit & Loss by Class reports) Job costing data (available in QuickBooks for Mac using Job Profitability reports) Vehicle list       Data that is not converted from Windows to Mac   Important: QuickBooks for Mac does not support multiple currencies. Since accounts and balances are affected by the multiple and home currency settings, these settings cannot be changed in QuickBooks for Windows once they have been set. If you have used multiple currencies in your Windows company file, you will not be able to convert your data for use in QuickBooks for Mac.   Some features and data will NOT be converted from Windows to Mac, including (but not necessarily limited to) the following: Any data if you have used multiple currencies in QuickBooks for Windows. Intuit integrated payroll and payroll list items (QuickBooks for Mac uses Intuit Online Payroll) Online banking transactions that have not been accepted into a register (transactions that have been accepted will appear as payments, deposits, and transfers with associated links) Online banking aliases Customized settings for forms like invoices, estimates, statements, and purchase orders (forms can be customized in QuickBooks for Mac) Multiuser data, such as usernames User passwords (QuickBooks for Mac supports administrator password) Memorized reports Business planning, expert analysis, and business optimization tools Customized price levels Integration with third-party applications, including Microsoft Word, Outlook, and ACT!™ Merchant account services (you’ll need to set this up again in QuickBooks for Mac) Sales order and back order tracking (available in Premier versions of QuickBooks for Windows) Assembly items (available only in Premier versions of QuickBooks for Windows) will be converted into non-inventory part items Budgets created without an associated account Transaction type “EFP payroll” (will convert into a payroll liability check) Workers comp list Fixed asset item list Multiple “ship to” addresses, Preferred Send method, and payment information for Customer:Jobs User-added columns to lists     Unsupported reports   The following preset reports are currently not supported by QuickBooks for Mac 2019. You can, however, create many of these reports using the customization, filtering, and memorization features in QuickBooks for Mac. Profit & Loss Unclassified Open Purchase Orders by Job Sales Tax Revenue Summary Pending Builds Income Tax Preparation Profit & Loss Budget Performance Fixed Asset Listing Voided/Deleted Transactions (available in Premier versions of QuickBooks for Windows®) Voided/Deleted Transactions History (available in Premier versions of QuickBooks for Windows®) Closing Date Exception (available only in Premier versions of QuickBooks for Windows®) Open Sales Orders by Customers (available in Premier versions of QuickBooks for Windows®) Open Sales Orders by Item (available in Premier versions of QuickBooks for Windows®) Adjusted Trial Balance (available in Premier versions of QuickBooks for Windows®) Adjusting Journal Entries (available in Premier versions of QuickBooks for Windows®) Forecast Overview (available in Premier versions of QuickBooks for Windows®) Forecast vs. Actual (available in Premier versions of QuickBooks for Windows®) All payroll and workers comp reports Unsupported report filters   The following report filters are currently not supported by QuickBooks for Mac. The balances of memorized reports that were created using these filters will not match balances in the original data file. Name Email Paid Thru Sales Tax Code Template Online Status Printed Status Voided Workers Comp Code Is Adjustment

    After three years, QuickBooks for Mac gets an update. This month, QuickBooks for Mac 2019 finally arrives. With such a long gap in-between the releases, many of you moved to QuickBooks Online and may now wish to return. Yet, what about your company data file? Can it come back and how difficult will that be?   The biggest difficulty is getting past the fact that there is no direct route to get from QuickBooks Online to QuickBooks for Mac. You will need to export your data into QuickBooks for Windows and then convert that file into QuickBooks for Mac. Even though the process appears complicated, you can still get your data back into QuickBooks for Mac.     The following step will get you started on the standard conversion process. After reading this overview, you should have enough information to choose if conversion is right for you. Follow this sequence to help guide you.   *Note: Alternatively, you may wish to have QuickBooks Data Services perform the entire conversion for you, however, certain fees may apply. Contact support to have them initiate a Data Services case on your behalf.   Windows and IE   The first part of the conversion ONLY works with Internet Explorer. With that said, in Windows 10 it is easy to mistake the Microsoft Edge browser icon with Internet Explorer.          Should you use the wrong browser, prepare to receive this message:       Internet Explorer does not show on the application listing, but it is a built-in feature and does not need installation. To locate it search for “Internet Explorer,” and you should find it.   Where's the Export?   Select the Company Settings Gear Icon, in the upper right portion of the screen, to access the Export Data Feature.       Answer the QuickQuestion with QuickBooks Desktop in order to begin the wizard:     Important: If you're using a trial version of QuickBooks for Windows to facilitate the conversion, you may need to briefly open the Activate window. Please see this community post Heads up - most Important information that will not come over   Some information simply cannot export and will need to be re-created. The export wizard should determine which data items you currently use in QBO that do not carry over and notify you before continuing. Please take note prior cancelling your QBO Subscription to be sure to either print or view the following if you want to re-create the data in Desktop. View the complete list, but some of the more common items are: Budgets Recurring templates are called memorized transactions in Desktop and are used to easily enter repeating transactions Customer Credit Card information does not export for security reasons Locations is not a feature in QuickBooks Desktop editions and therefore cannot be recreated Statements cannot be exported, unfortunately, yet can be recreated in QuickBooks Desktop Estimates      A note about lists...   The character limits did not appear to an issue for this particular file. All accounts and names came over for Chart of Accounts, Customer, Vendors and Employees Items: Everything came over except for Bundles, which is a collection of items and services typically sold together. Those had to be recreated as Group Items in QuickBooks for Mac.     Discrepancies (The Big Reports)   Within the QBO test file, the Profit and Loss for the last fiscal year showed most Income Totals Matched. COGS was off by about $5,000 and so was Gross Profit, but that can be explained with how inventory is calculated. QuickBooks Desktop and QuickBooks for Mac both use the Average Cost method to calculate your inventory whereas QuickBooks Online uses the “First-in-first-out (FIFO)“ inventory management method.   Take note, expense totals closely match what shows in QuickBooks Online.   For the Balance Sheet, Accounts Receivable was off by about $5,000 which also skewed total current assets. However, individual asset accounts matched such as Undeposited Funds, Retainage Receivable, Checking, Savings, Petty Cash. In the end, the Total Assets were lower by about $2,000 from QuickBooks Online, but they did balance with Total Liabilities.   QBWin to QBMac The process and differences migrating from QuickBooks for Windows into QuickBooks for Mac is even easier and less intrusive. You can save your Windows file as a Mac backup, using a special utility built into QuickBooks. Then simply restore the backup into your new QuickBooks for Mac 2019. Follow this guide for more detailed steps.   End-to-End Process On average, the entire process may take hours*, including: Requesting the export file from QBO Installing a trial version of QuickBooks for Windows 2018 Importing the file into this version Exporting to a QuickBooks for Macintosh backup file Installing QuickBooks for Macintosh 2019 Importing the backup file from QuickBooks for Windows *Times may vary depending on file size. Conclusion The entire process is not instantaneous and may seem complicated, but it is easier if you remember the sequence and follow the process: QBO-->QBWin-->QBMac. It certainly appears easier than starting from an old backup or starting completely over for that matter. For an easy to follow guide, please see the Visual Guide for Export.   References For the complete and detailed explanation of the conversion from QuickBooks Online to QuickBooks for Mac, see Export data file from QuickBooks Online to QuickBooks for Mac. For a more comprehensive list of limitations of converting from QBO to QuickBooks Windows, please read Export Limitations – QuickBooks Online to QuickBooks Desktop. For a detailed explanation of converting from QuickBooks Windows to QuickBooks for Mac, please read Convert a QuickBooks Mac file to QuickBooks Windows and back again.                     See Also Data structure when converting your QuickBooks for Windows file to QuickBooks Desktop for Mac