Getting Started topics https://quickbooks.intuit.com/learn-support/getting-started/misc/02/getting-started-ca Getting Started topics Mon, 26 Aug 2019 00:43:09 GMT getting-started-ca 2019-08-26T00:43:09Z QuickBooks Scan Manager: Scan and attach documents to transactions https://quickbooks.intuit.com/learn-support/en-ca/getting-started/quickbooks-scan-manager-scan-and-attach-documents-to/01/262120#M58 Learn how you can scan documents and attach them to your transactions using QuickBooks Scan Manager. QuickBooks Scan Manager lets you easily add files to your invoices, sales receipts, bills, and other transactions. Here's how to set it up so you can get started. Note: If you get errors when setting up or using Scan Manager, don't worry. Follow the steps in the section "Get help with Scan Manager errors." Set up and use QuickBooks Scan Manager QuickBooks Scan Manager is compatible with TWAIN compliant scanners. Step 1: Create your scan profile From the Company menu, select Documents, then choose Doc Centre. Select Scan a Document. Select New to set up a new profile or select an existing scan profile. Edit the name of your profile, then select Continue. Adjust the profile settings as appropriate, then select Save. Tip: Scan Manager always saves your documents on the same folder as your company file (.QBW). Step 2: Set up and test your scanner Highlight your profile, then choose Select. In the Select Scanner window, select Scanner Setup Wizard. Note: The Current Selection field should show your scanner. If you don't see your scanner, select Yes, then Next to download the latest scanner database from Nuance. Select the appropriate mode. This is typically Normal Mode. Check the Pe... Thu, 18 Jul 2019 14:01:08 GMT https://quickbooks.intuit.com/learn-support/en-ca/getting-started/quickbooks-scan-manager-scan-and-attach-documents-to/01/262120#M58 QuickBooksHelp 2019-07-18T14:01:08Z Install or uninstall Desktop in Selective Startup https://quickbooks.intuit.com/learn-support/en-ca/getting-started/install-or-uninstall-desktop-in-selective-startup/01/261659#M57 Learn how QuickBooks Desktop can be installed or uninstalled in Selective Startup. Occasionally, third-party applications such as antivirus and anti-spyware programs interfere with the QuickBooks Desktop installation. It may be necessary to install QuickBooks Desktop in Selective Startup since this mode enables you to start Windows with only select items running on your computer. Since running Windows in Safe Mode deactivates the Windows Installer Service, it is no longer an option for troubleshooting potential third-party installation conflicts for QuickBooks Desktop. We'll show you how to uninstall and install QuickBooks Desktop in Selective Startup. Note This article focuses on the Windows operating system. If you're uncomfortable doing the steps, consult your computer's manufacturer or a Windows expert. While uninstalling or installing QuickBooks will not affect your company file/s, it is advisable to create a backup before troubleshooting. Make sure you have your license and product number. While on QuickBooks, press F2 or Ctrl+1 to open the Product Information window to view them. Ensure that you have a QuickBooks Installation CD. Or a downloaded installer&nbsp;for the QuickBooks version you want to install. Start your computer in Selective Startup Here's how to start your co... Fri, 23 Aug 2019 22:06:58 GMT https://quickbooks.intuit.com/learn-support/en-ca/getting-started/install-or-uninstall-desktop-in-selective-startup/01/261659#M57 QuickBooksHelp 2019-08-23T22:06:58Z Install QuickBooks Desktop https://quickbooks.intuit.com/learn-support/en-ca/getting-started/install-quickbooks-desktop/01/262386#M56 Learn how to install QuickBooks Desktop. Once you download QuickBooks Desktop, follow these steps to install it. You can use this article whether you’re reinstalling or installing QuickBooks for the first time. &nbsp; Hosting QuickBooks on a network? If you’re setting up for the first time, see set up a multi-user network and install QuickBooks Database Server Manager before you continue. Seeing an error? We’re here to help. Here’s how to Fix QuickBooks Desktop install errors. Step 1: Get ready to install QuickBooks Desktop Make sure your computer meets the system requirements. If you haven’t already, download your version of QuickBooks Desktop. Save the file somewhere you can easily find it (like your Windows desktop). Have your product and license number handy. Need help finding product and license number? If you bought QuickBooks directly from our website, you can find this info in the original purchase email. If you purchased it from a retail store, look for the label on the original packaging. If you lost your license or product number, we can help you recover them. Step 2: Install QuickBooks Desktop Open the file you downloaded (QuickBooks.exe). Follow the onscreen instructions. Accept the software license agreement and then select Next. Enter your Product and License numbers... Tue, 06 Aug 2019 08:42:03 GMT https://quickbooks.intuit.com/learn-support/en-ca/getting-started/install-quickbooks-desktop/01/262386#M56 QuickBooksHelp 2019-08-06T08:42:03Z Activate QuickBooks Desktop for Windows https://quickbooks.intuit.com/learn-support/en-ca/getting-started/activate-quickbooks-desktop-for-windows/01/262417#M55 Learn how to activate or register QuickBooks Desktop after you install it. After you install QuickBooks, you should activate it before getting started. QuickBooks will prompt you to activate, but you can also activate it manually with these steps. To activate QuickBooks: Open QuickBooks. From the Help menu, select Activate QuickBooks Desktop. Follow the steps on the screen to verify your info. After you’re finished, QuickBooks is activated and you’re ready to go. Learn more about using QuickBooks with our beginner guide. &nbsp; Mon, 12 Aug 2019 13:19:20 GMT https://quickbooks.intuit.com/learn-support/en-ca/getting-started/activate-quickbooks-desktop-for-windows/01/262417#M55 QuickBooksHelp 2019-08-12T13:19:20Z Open and use a secondary company file https://quickbooks.intuit.com/learn-support/en-ca/getting-started/open-and-use-a-secondary-company-file/01/264906#M54 Do you want to open two company files at the same time? With QuickBooks Accountant or QuickBooks Desktop Enterprise, you can have 2 company files open in 2 different versions of QuickBooks Desktop. When working with 2 company files, the first opened file is labelled Primary and the second opened file is labelled Secondary. If you close the Primary company file, the Secondary becomes the Primary file. There are 3 ways to open a Secondary file. While the first company file is open: Double-click the second company file's name. Double-click the QuickBooks icon. Go to the File menu, then select Open Second Company. Note: Don't use the File menu &gt; Open or Restore Company to open a second company file. Restrictions Listed below are the restrictions when opening a Secondary company file. Note that user permissions can't override them. Restrictions on both Primary and Secondary files You can't perform the operations listed in the table in either file when 2 company files are open. Area Restriction Accountant Menu Manage Fixed Assets QuickBooks Statement Writer QuickBooks Services Add any QuickBooks Add-ons App Centre Install Intuit Partner Platform (IPP) applications Intuit Data Sync (IDS) Set up, reset, or sync data Internet Connection Setup Set up an internet connection from the Wind... Tue, 20 Aug 2019 01:00:52 GMT https://quickbooks.intuit.com/learn-support/en-ca/getting-started/open-and-use-a-secondary-company-file/01/264906#M54 QuickBooksHelp 2019-08-20T01:00:52Z Set up a mortgage https://quickbooks.intuit.com/learn-support/en-ca/getting-started/set-up-a-mortgage/01/262244#M53 You can set up a mortgage in QuickBooks Desktop and show principal, interest, and escrow payments as described in this article. Note that the accounts used here are for illustration purposes only. Please consult your accounting professional for the accounts you need to use. To track escrow activity, create three accounts. From the QuickBooks Lists menu, choose Chart of Accounts. Right-click anywhere and click New. Create a loan account. Click the Other Account Types drop-down and choose Long Term Liability, then click Continue. In the Name field, enter the name of the loan. Click the Enter Opening Balance button and in the Opening Balance field, enter the full (beginning) amount of the loan. In the as of field, enter the loan origination date. Click Save &amp; New. Create an escrow account. From the Type drop-down list, choose Other Current Asset. Enter a name for the account (Escrow, for example), the Opening Balance amount (if there have been any prior payments), and the as of date. Click Save &amp; New. Create an expense account. From the Type drop-down list, choose Expense. Enter a name for the account (Interest, for example). Click OK. To make a mortgage payment: From the Banking menu, choose Write Checks. Choose the appropriate supplier then enter the amount of the payment. On t... Thu, 15 Aug 2019 18:05:18 GMT https://quickbooks.intuit.com/learn-support/en-ca/getting-started/set-up-a-mortgage/01/262244#M53 QuickBooksHelp 2019-08-15T18:05:18Z Set up and use Multicurrency https://quickbooks.intuit.com/learn-support/en-ca/getting-started/set-up-and-use-multicurrency/01/262250#M52 With QuickBooks Desktop, you can keep track of transactions in foreign currency. The Multicurrency feature allows you to assign a specific currency type to the following profiles and accounts: Customers Suppliers Price levels Bank accounts Credit card accounts Accounts receivable Accounts payable Before turning on Multicurrency Once on, you can no longer turn off Multicurrency. Make sure that you backed up your QuickBooks company file before proceeding. Here are other important things to consider: You won't be able to use Insights, Income Tracker, and Bill Tracker. In QuickBooks Accountant and Enterprise, you also won't be able to batch enter invoices or batch delete/void transactions. You won't be able to select multiple customers in the Invoices for Time and Expenses window. You won't be able to exchange information with QuickBooks Desktop for Mac or copy your company file to work with it. Online payment of invoices doesn't work with multiple currencies. Step 1: Turn on Multicurrency Go to the QuickBooks Edit menu, then Preferences. On the left pane, select Multiple Currencies. Go to the Company Preferences tab, then select Yes, I use more than one currency. From the drop-down, select your home currency. Step 2: Add foreign-currency customers and suppliers You can only assig... Thu, 22 Aug 2019 02:00:21 GMT https://quickbooks.intuit.com/learn-support/en-ca/getting-started/set-up-and-use-multicurrency/01/262250#M52 QuickBooksHelp 2019-08-22T02:00:21Z Enable and use QuickBooks Messenger https://quickbooks.intuit.com/learn-support/en-ca/getting-started/enable-and-use-quickbooks-messenger/01/261820#M51 Learn how to turn on and use QuickBooks Messenger. QuickBooks Messenger is available when you’re using QuickBooks Desktop in multi-user mode. It lets you chat with other company users right inside your QuickBooks. It also allows you to log off other users when you need to switch to single-user mode. Turn on QuickBooks Messenger In multi-user mode, you will notice the QuickBooks Messenger icon in your system tray, at the bottom-right of your screen. The messenger automatically starts whenever you are logged in. Double-click the icon to launch the tool. Chatting with other users When you get notified that a user has logged in to the company file, you can select Chat on the notification window to begin a conversation with that user. You can also right-click on the QuickBooks Messenger icon in your system tray, then select Chat to start a conversation. If you're an Admin, you can chat with other users logged into the company file by selecting Send Message to Logged In Users from the Actions drop-down. Note: It's not possible for the Admin to view a log of conversations between users at this time. Available status If you want to show your status (busy, away, or otherwise) to other QuickBooks users, you can change your available status. From the drop-down that displays your username... Sat, 24 Aug 2019 01:22:15 GMT https://quickbooks.intuit.com/learn-support/en-ca/getting-started/enable-and-use-quickbooks-messenger/01/261820#M51 QuickBooksHelp 2019-08-24T01:22:15Z Install multiple QuickBooks Desktop versions on one computer https://quickbooks.intuit.com/learn-support/en-ca/getting-started/install-multiple-quickbooks-desktop-versions-on-one-computer/01/261745#M50 Learn the difference between version, edition, flavour, region and read some important notes to help you install multiple versions of QuickBooks Desktop. Version: The numeric notation of the product's release. Examples are QuickBooks Desktop 2019 and&nbsp; QuickBooks Desktop Enterprise 19.0. Edition: Set of features included in a product. Examples are Pro, Premier, and Enterprise. Flavour: Industry-specific set of sub-features in a product. Examples are Contractor's, Non-Profit, and Retail. Region:&nbsp; Specific location for which the product was designed. Examples are United States, Canada, and United Kingdom. Take note of the following before attempting multiple product installations: Multiple versions of QuickBooks Desktop can be installed on the same computer. Both QuickBooks Desktop Pro and Premier editions use the same installation files and folders; therefore, you CANNOT have Pro and Premier of the same version installed on the same computer. Enterprise does not fall under this rule. Only one flavour of QuickBooks Desktop can be installed per Premier or Enterprise version. Note: The Accountant Desktop Edition, while it's own edition, is treated like a flavour of Premier desktop. The Accountant Edition can also be toggled to any other flavour of Premier or Pro desktop. Multiple v... Fri, 16 Aug 2019 22:43:26 GMT https://quickbooks.intuit.com/learn-support/en-ca/getting-started/install-multiple-quickbooks-desktop-versions-on-one-computer/01/261745#M50 QuickBooksHelp 2019-08-16T22:43:26Z Import/export CSV files https://quickbooks.intuit.com/learn-support/en-ca/getting-started/import-export-csv-files/01/261709#M49 CSV files are simple text files containing tabular data. Each field in the file is separated from the next by a comma. Most spreadsheets support this format, although you can create and edit CSV files with any text editor like Notepad. This article provides steps for exporting and importing CSV files. To learn more about other data types you can import and export to and from QuickBooks Desktop, see Import/export overview. Import CSV files To import list in the CSV format, you need to install the QuickBooks Import Excel and CSV toolkit. The toolkit contains: Import from Excel and CSV Manual – a PDF document with instructions, best practices and notes. CSV Examples Folder – 4 sample CSV files, one for each type of list. XLS Example Folder – a sample Excel file containing 4 worksheets, one for each type of list. Allowed fields – a reference guide explaining what fields are available for Excel and CSV import. Steps to install the QuickBooks Import Excel and CSV toolkit Open the file download window for the toolkit, then select Save. Go to your Windows Desktop, then select Save. Double-click QuickBooks_Import_Excel_and_CSV.exe on your Windows desktop to open the WinZip Self-Extractor window. Select Browse, choose the folder where you want to install the toolkit (such as your Deskto... Wed, 21 Aug 2019 16:12:09 GMT https://quickbooks.intuit.com/learn-support/en-ca/getting-started/import-export-csv-files/01/261709#M49 QuickBooksHelp 2019-08-21T16:12:09Z Import/export overview https://quickbooks.intuit.com/learn-support/en-ca/getting-started/import-export-overview/01/262363#M48 QuickBooks Desktop lets you import or export data. Instead of starting from scratch, you can transfer information to and from QuickBooks in case you need to convert, upgrade or&nbsp;create a new company file. Before you start importing or exporting data, you need to identify the transaction type and file format to ensure that QuickBooks will be able to handle them. Generally, QuickBooks allows you to import or export list to and from MS Excel. You can import certain transactions like your bank’s online web connect files and you can export all reports as Excel or PDF file. Here’s a snapshot of the file types and formats that you can bring in to or out of QuickBooks: Type Format Extension Export Import List MS&nbsp;Office Excel .xls .xlsx Yes Yes List Comma- Separated Values (CSV) .csv Yes Yes List Template .des Yes Yes List/Transaction Intuit Interchange Format (IIF) .iif Yes * Yes Transaction Web Connect files .qbo No Yes Transaction General Journal Entries .qbj Yes ** Yes Transactions Accountant's copy .qba, .qby Yes Yes Transactions Batch Transactions &nbsp;n/a No Yes * IIF can be&nbsp;used for list/transaction but the export function is&nbsp;only available for list. ** Exporting General Journal&nbsp;Entry is only available in&nbsp;QuickBooks Desktop Enterprise 15.0 and later&nbsp;andQuickBooks Enterprise Accounta... Thu, 18 Jul 2019 18:07:13 GMT https://quickbooks.intuit.com/learn-support/en-ca/getting-started/import-export-overview/01/262363#M48 QuickBooksHelp 2019-07-18T18:07:13Z Import or export MS Excel files https://quickbooks.intuit.com/learn-support/en-ca/getting-started/import-or-export-ms-excel-files/01/262220#M47 Learn how to import and export QuickBooks data with MS Excel files. You can import and export various list and transaction types to and from QuickBooks Desktop using different file formats. Import Excel files You can import Customer, Supplier, Items, and Chart of Accounts from an Excel spreadsheet. There are several options available when importing Excel files from QuickBooks. Option 1: Standard import QuickBooks opens a formatted Excel spreadsheet where you can enter your information. When you save and close the file, you can review results and view your data in QuickBooks.To import Customers, Suppliers, and Products you sell Go to File menu &gt; Utilities &gt; Import &gt; Excel Files. If you get the Add/Edit Multiple List Entries window, click No. Follow the wizard in importing files. Select the type of data. QuickBooks opens a formatted excel spreadsheet. Once you have entered your information, saved the file and closed it, you will be given the option to Add My Data Now. Review results and view Data in QuickBooks. Click Close when done. Note: If you need to import additional customer, supplier or item data from excel using this option, you can always go back to this window. To import Chart of Accounts Note: Before importing, we recommend that you create a backup of you company file... Thu, 18 Jul 2019 18:05:57 GMT https://quickbooks.intuit.com/learn-support/en-ca/getting-started/import-or-export-ms-excel-files/01/262220#M47 QuickBooksHelp 2019-07-18T18:05:57Z How to install and configure the QuickBooks Enterprise ODBC Driver https://quickbooks.intuit.com/learn-support/en-ca/getting-started/how-to-install-and-configure-the-quickbooks-enterprise-odbc/01/262241#M46 QODBC driver for QuickBooks Enterprise Solutions allows you to export data from your company file to programs like Microsoft Excel, Microsoft Access, Crystal Reports, Filemaker, Alpha, QlikView, Python, or .Net. to create custom reports. How to Configure the ODBC driver In QuickBooks, select File then Utilities &gt; Set Up ODBC. Go to the General tab. Select Use the Company file that's now open in QuickBooks option. In the Data Source Name, enter QuickBooks Data. Click the Test Connection to QuickBooks button. Note: You must be signed in to your company file as "Admin" to be able to successfully run the test connection. When the message "Test Connection to QuickBooks Successful" appears, click OK, then choose Apply. Go to the Messages tab. Clear the Detail Tracing (Slow) checkbox (if enabled). Select the Display Optimizer Status Panel checkboxes (if disabled). (Optional) To view details of what QODBC is working on, select the Display Driver Status Panel. Note: When selected, QODBC detailed information will appear on a window above the system tray. This will show information such as the number of records processed and the current running activity in QODBC. It will also provide assessment of speed using optimized and non-optimized data, which will serve as an indicator if troublesh... Mon, 19 Aug 2019 20:06:01 GMT https://quickbooks.intuit.com/learn-support/en-ca/getting-started/how-to-install-and-configure-the-quickbooks-enterprise-odbc/01/262241#M46 QuickBooksHelp 2019-08-19T20:06:01Z System requirements for QuickBooks 2018 and Enterprise Solutions 18.0 https://quickbooks.intuit.com/learn-support/en-ca/getting-started/system-requirements-for-quickbooks-2018-and-enterprise-solutions/01/262436#M45 System requirements provides you the information needed to ensure your computer hardware, software, and operating system meet the minimum requirements for your version of QuickBooks Desktop. QuickBooks Pro/Premier 2018 and Enterprise 18.0 Operating Systems Windows 10, all editions including 64-bit, natively installed1 Windows 8.1 (Update 1) all editions including 64-bit, natively installed Windows 7 SP1 all editions including 64-bit, natively installed Windows Server 2016 Windows Server 2012 R2 Windows Small Business Server 2011&nbsp;Standard and Essentials Windows Server 2008 R2 SP1 Database Servers Windows: Windows Server 2016,&nbsp;Windows Server 2012 R2, Windows Server 2011 SP1, Windows Server 2008 R2 SP1, Windows 10, Windows 8.1 (update 1) or Windows 7 SP1 (Enterprise and Professional editions only), natively installed. Linux: When using QBES Database Server-only installation – OpenSuse 42.2, Fedora 25, Red Hat 7 (Update 3) 1Natively installed means it was installed on a particular system or environment that it was designed for. This also means that it doesn't need to run in a virtual environment or emulation software. Browser Requirement Internet Explorer 11 (32-bit) Hardware and Operating system requirements (client and server) Processor 2.4 GHz minimum RAM 4GB minimum, 8GB Recom... Tue, 06 Aug 2019 21:45:36 GMT https://quickbooks.intuit.com/learn-support/en-ca/getting-started/system-requirements-for-quickbooks-2018-and-enterprise-solutions/01/262436#M45 QuickBooksHelp 2019-08-06T21:45:36Z Set up email service https://quickbooks.intuit.com/learn-support/en-ca/getting-started/set-up-email-service/01/262134#M44 Learn how to set up your email service with QuickBooks Desktop. In QuickBooks Desktop, you can set up your email to send invoices, reports, and other transactions through Webmail or Outlook. Set up Outlook Before you get started, check the QuickBooks Desktop system requirements to make sure your Outlook is compatible with your version of QuickBooks Desktop. Create an Outlook email profile. (If you don't already have one.) Contact your ISP (Internet Service Provider) for the following information. Username Password Incoming email server address Incoming email server type Outgoing email server address Set up Outlook. If you are not seeing Outlook as an option in your QuickBooks Desktop, follow the steps in Outlook is missing in QuickBooks Desktop Send Forms preferences. From the QuickBooks Edit menu, choose Preferences, then select Send Forms. Select Outlook, then OK. Set up Secure Webmail Before you get started In newer versions of QuickBooks Desktop, you can use Secure Webmail for an easier and safer connection to your email provider. Unlike webmail, Secure Webmail works by linking your Intuit account to your webmail account. Once linked, you don't have to re-enter your password every time you send an email. QuickBooks Desktop versions that work with Secure webmail QuickBooks ... Mon, 19 Aug 2019 21:44:29 GMT https://quickbooks.intuit.com/learn-support/en-ca/getting-started/set-up-email-service/01/262134#M44 QuickBooksHelp 2019-08-19T21:44:29Z Create QuickBooks Desktop company file: Overview https://quickbooks.intuit.com/learn-support/en-ca/getting-started/create-quickbooks-desktop-company-file-overview/01/262505#M43 A QuickBooks Desktop company file contains financial records of a business. If you're just starting out with QuickBooks, the first thing you must do is create a company file. If you have an existing company file, upgrade the file or identify if it is the right time to start a new company file to replace your old file. Create QuickBooks Desktop company file: Overview Copy multiple transactions from one company file to another Create industry specific company file templates Export lists from old company file into a new data file Note: If you are a new to QuickBooks Desktop, you can use and play around sample company files to experiment and familiarize yourself with the program. Start a new QuickBooks Desktop company file from scratch Important: If you already have an existing company file saved on your computer and you want to create a new company file, make sure to use a unique name. If you use the same name for the new company file, it will override the existing company file and the data will be lost. Open QuickBooks Desktop. On the No Company Open window, select Create a new company. Select Express Start or Detailed Start. Express Start Fill out the necessary information in QuickBooks Setup window. Note: Select Help me choose to see a description for every business type and t... Thu, 18 Jul 2019 14:50:45 GMT https://quickbooks.intuit.com/learn-support/en-ca/getting-started/create-quickbooks-desktop-company-file-overview/01/262505#M43 QuickBooksHelp 2019-07-18T14:50:45Z Create a property management company https://quickbooks.intuit.com/learn-support/en-ca/getting-started/create-a-property-management-company/01/261631#M42 NOTE: This article uses the term "cheque", please be advised that it is applicable to all locations. QuickBooks Desktop allows you to set up a company file that lets you run your property management business and do tasks such as receiving and tracking rent from tenants, paying property owners and management companies, fees and overhead charges for property maintenance. REMINDERS These procedures work best if you are a property manager who needs to track multiple small to medium sized properties. If your property management business comprises several large properties, multiple residential complexes, or business offices, you may want to contact your trade organization to see if QuickBooks is right for you. In all cases, it is wise to check with your accountant who can help you customize QuickBooks for your particular needs. Laws and regulations relating to property management and their applications can vary widely based on the state, industry and/or the specific facts and circumstances involved. An accounting professional can provide specific advice tailored to your situation. Recommendations for setting up your business As a property manager, you are actually performing the duties of two different types of companies. For one company, you act as an agent on behalf of the propert... Mon, 19 Aug 2019 21:45:09 GMT https://quickbooks.intuit.com/learn-support/en-ca/getting-started/create-a-property-management-company/01/261631#M42 QuickBooksHelp 2019-08-19T21:45:09Z Learn the basics about QuickBooks File Manager https://quickbooks.intuit.com/learn-support/en-ca/getting-started/learn-the-basics-about-quickbooks-file-manager/01/261724#M41 QuickBooks File Manager is a standalone app for QuickBooks Accountant and QuickBooks Enterprise Accountant. It stores company files, together with usernames and passwords, in a secure environment. The app allows you to import client's QuickBooks files and easily upgrade from one QuickBooks version to another. You can access QuickBooks File Manager through an icon from your desktop or from the Accountant menu in QuickBooks Accountant Editions. Note: The Password Vault of the QuickBooks File Manager can be used to manage the complex passwords that many files now require. If the same list of files and their login/password is needed on multiple computers, the File Manager backup can be used and restored on other computers. What can you do in QuickBooks File Manager? Build a client list that creates a virtual view of your hard drive, groups clients’ QuickBooks files by type, and contains locations of clients’ company files. Save login information for your clients; QuickBooks files in the Password Vault lets you open a client's file from the client list and without looking up the login information. Upgrade multiple clients’ QuickBooks files to the latest version of QuickBooks in a batch. Create Groups of clients that you define. How does it work? It organizes client folders and comp... Mon, 19 Aug 2019 21:44:47 GMT https://quickbooks.intuit.com/learn-support/en-ca/getting-started/learn-the-basics-about-quickbooks-file-manager/01/261724#M41 QuickBooksHelp 2019-08-19T21:44:47Z Import from QuickBooks Desktop and other software to QuickBooks Online https://quickbooks.intuit.com/learn-support/en-ca/getting-started/import-from-quickbooks-desktop-and-other-software-to-quickbooks/01/262338#M40 We've assembled some frequently asked questions regarding importing data from QuickBooks Desktop (or other applications) into QuickBooks Online using Intuit Data Services. Note: You may visit Convert QuickBooks Desktop file to QuickBooks Online to learn how to move your QuickBooks Desktop Data to QuickBooks Online without Intuit Data Services' assistance. How does the conversion process work? To start the conversion: Call Intuit at 1-888-829-8589 to set up your QuickBooks Online file. Complete the pre-conversion checklist before submitting your data for conversion. Complete our conversion form and upload a backup copy of your data. (Note: The conversion form is currently in English only.) We migrate your data and ask you to review the results using the post-conversion checklist for getting started with QuickBooks Online. Once you confirm you're happy with the results, you can start using your new QuickBooks Online company file. What software can be converted? Intuit Data Services can convert the Canadian versions of the following software: Acomba QuickBooks Desktop, 2009 - 2019 Sage 50 Accounting, 2010 - 2017 Xero Note: Intuit Data Services will only convert to the Canadian version of QuickBooks Online. How long will it take to transfer my data? We aim to complete your convers... Fri, 19 Jul 2019 20:16:31 GMT https://quickbooks.intuit.com/learn-support/en-ca/getting-started/import-from-quickbooks-desktop-and-other-software-to-quickbooks/01/262338#M40 QuickBooksHelp 2019-07-19T20:16:31Z Set up QuickBooks Web Connector https://quickbooks.intuit.com/learn-support/en-ca/getting-started/set-up-quickbooks-web-connector/01/262423#M38 Learn how to set up Web Connector, a QuickBooks Desktop add-on that enables integration between web-based applications and your QuickBooks Financial Software or QuickBooks Point of Sale. &nbsp; IN THIS ARTICLE What is QuickBooks Web Connector How to install QuickBooks Web Connector How to uninstall QuickBooks Web Connector How to add an application to QuickBooks Web Connector How to prevent QuickBooks Web Connector from opening when starting the computer &nbsp; What is QuickBooks Web Connector The QuickBooks Web Connector is a go-between application that allows qbXML and qbposXML to pass between a Web-based application (implementing a standard Simple Object Access Protocol [SOAP]-based web service interface) and QuickBooks financial software or QuickBooks Point of Sale. Communication with web services can be automatically scheduled or simply be initiated at the user's convenience. Adding a web service is as easy as downloading a file. The program requires a .qwc file, which is an XML file designed to interact with QuickBooks Desktop products and can be opened automatically by QuickBooks Web Connector. The QuickBooks Web Connector can be used with any QuickBooks Desktop product supported by the QuickBooks SDK or the QBPOS SDK, including: U.S. editions of QuickBooks Financial Software pro... Thu, 18 Jul 2019 15:38:48 GMT https://quickbooks.intuit.com/learn-support/en-ca/getting-started/set-up-quickbooks-web-connector/01/262423#M38 QuickBooksHelp 2019-07-18T15:38:48Z How to create an Intuit account https://quickbooks.intuit.com/learn-support/en-ca/getting-started/how-to-create-an-intuit-account/01/261345#M37 An Intuit account lets you easily manage and access any Intuit products connected to your email address, like QuickBooks Online and TurboTax. If your're new to Intuit, here's how to create an account. Go to&nbsp;<A href="https://accounts.intuit.com" target="_blank">https://accounts.intuit.com</A>. Right below the Sign In button, select Create an account. This takes you to the signup page. Enter your email address and phone. Note: If you see "This user ID is already taken" under your email address, it means an existing account already uses the email. You can choose to sign in or recover your account. Create your account password, and then confirm. Select Create Account. You now have an Intuit account! But to keep your account secure, make sure to check your email inbox. We sent you a link to verify your email address. Once your email is verified, go to <A href="https://accounts.intuit.com&nbsp;and" target="_blank">https://accounts.intuit.com&nbsp;and</A> sign in to your new account. Thu, 01 Aug 2019 17:37:57 GMT https://quickbooks.intuit.com/learn-support/en-ca/getting-started/how-to-create-an-intuit-account/01/261345#M37 QuickBooksHelp 2019-08-01T17:37:57Z An introduction to the home dashboard https://quickbooks.intuit.com/learn-support/en-ca/getting-started/an-introduction-to-the-home-dashboard/01/262026#M36 Learn more about your QuickBooks Online dashboard. Welcome to QuickBooks Online! When you first sign in to your QuickBooks Online account, you'll be directed to the homepage dashboard. Your dashboard displays an overview of your company, giving you a quick business update (like the status of your income and expenses, your bank accounts, and more). Note:&nbsp;If you're a new user, this content will be empty. But once you enter transactions, the dashboard updates, displaying a real-time overview of your company finances. Get to know your Home Dashboard From the dashboard, you can use Create ⨁ to do everyday tasks. If you don't see what you’re looking for on the menu, select Show&nbsp;to view more options. Some of the basic tasks you can perform when you select Create ⨁ are: Creating Invoices Adding Expenses Journal entry Note:&nbsp;The dashboard view may vary from one user at a company to another. QuickBooks Online determines what information it displays by each user’s access rights. &nbsp; Set up your company There are two ways to start your QuickBooks setup: Option 1: Go through the list of company settings and set them at once Go to Settings&nbsp;⚙ and choose&nbsp;Account and Settings (or Company Settings). Navigate using the sections on the left menu and edit as necessary. Option 2: Configure settings as... Thu, 15 Aug 2019 23:01:02 GMT https://quickbooks.intuit.com/learn-support/en-ca/getting-started/an-introduction-to-the-home-dashboard/01/262026#M36 QuickBooksHelp 2019-08-15T23:01:02Z How to fix errors when converting from QuickBooks Desktop to QuickBooks Online https://quickbooks.intuit.com/learn-support/en-ca/getting-started/how-to-fix-errors-when-converting-from-quickbooks-desktop-to/01/262246#M35 Learn how to fix errors when you convert from QuickBooks Desktop to QuickBooks Online. Converting from QuickBooks Desktop to QuickBooks Online is quick and easy. But there are some errors that you may see during or after conversion. Here’s a list of common errors with resolutions. Error: Please delete all employees already entered in QuickBooks Online This happens when QuickBooks Online detects that you have activated payroll features, which may include Billing Hold, Direct Deposit Enrollment. How do I fix this error? For Windows&nbsp; users If you have payroll turned off in your Desktop file, but have payroll turned on in your QuickBooks Online subscription. To turn on Payroll for QuickBooks Desktop: From the Edit menu, select Preferences, then Payroll &amp; Employees. On the Company Preferences tab, select Full Payroll&nbsp;. Note:&nbsp; This error also occurs if there is no payroll info (employees &amp; pay cheques). Error: Your file is too big to export Check the file size of the QuickBooks Desktop file Open your company in QuickBooks Desktop. Press F2 or Ctrl+1 on your keyboard to open the Product Information window. Under File Information, check the File Size and the Total Targets. Import Limits The file can only have a maximum of 500,000 targets in order to import. &nbsp;How do I fix this? You can... Thu, 01 Aug 2019 20:53:31 GMT https://quickbooks.intuit.com/learn-support/en-ca/getting-started/how-to-fix-errors-when-converting-from-quickbooks-desktop-to/01/262246#M35 QuickBooksHelp 2019-08-01T20:53:31Z Download QuickBooks Desktop https://quickbooks.intuit.com/learn-support/en-ca/getting-started/download-quickbooks-desktop/01/262176#M34 Learn how to download QuickBooks Desktop. Are you ready to download QuickBooks Desktop?&nbsp;The following sections provide the download links you need to get started and answer some frequently asked questions. Download QuickBooks Desktop First, download the appropriate installation file for your product. To begin your installation, go to the&nbsp;Downloads &amp; Updates page&nbsp;to get the download link for the version of QuickBooks you purchased. ProAdvisors:&nbsp;Log into your QuickBooks ProAdvisor Centre&nbsp;to download your software Accountants:&nbsp;Log into CAMPS&nbsp;to download your software To download the installation file: From the Downloads &amp; Updates page, select your country, product, and version. If you don't know what version you use, see Not sure what version you use? Select Download. See How to Install QuickBooks Desktop ( for Windows) . Questions about downloading How do I find my license and product numbers? When you install QuickBooks, you'll need to enter your license and product number. Don't know them yet? To find your license and product number: If you subscribe to a monthly or annual product subscription: You should have received an email with your QuickBooks Desktop license number and product code. If you haven't received this email, check your junk mail folder. If you bought QuickBooks... Fri, 16 Aug 2019 12:03:33 GMT https://quickbooks.intuit.com/learn-support/en-ca/getting-started/download-quickbooks-desktop/01/262176#M34 QuickBooksHelp 2019-08-16T12:03:33Z Set up folder and Windows access permissions to share company files https://quickbooks.intuit.com/learn-support/en-ca/getting-started/set-up-folder-and-windows-access-permissions-to-share-company/01/262280#M33 Every version of QuickBooks has a corresponding component that needs to be updated for QuickBooks to function in multi-user. Multi-user errors can be time-consuming to resolve. To help diagnose and fix these errors, download and run the QuickBooks File Doctor, which analyzes if your computer is properly set up for multi-user mode or not. &nbsp; Important It is highly recommended to read the entire article before performing any steps. Ensure the installation directories have the correct permissions. If you are running Microsoft Windows Home edition, the security tab may not be available in normal mode. Restart the computer in Safe Mode to complete the steps. Restart the computer and press F8 until the Advanced Boot window opens. On the Advanced Boot window, select Safe Mode and press Enter. The QBDataServiceUserXX depends on your version of QuickBooks Desktop. To investigate and resolve the error, Download and run the QuickBooks File Doctor, Example: QuickBooks Desktop 2018: QBDataServiceUser28, QuickBooks Desktop 2017: QBDataServiceUser27 Workstations that have hosting multi-user access enabled can inadvertently go into Alternate Hosting mode and take ownership of a company file. When this happens, other users will not be able to open the file. Set up folder Permissions Verify that... Tue, 12 Mar 2019 10:16:50 GMT https://quickbooks.intuit.com/learn-support/en-ca/getting-started/set-up-folder-and-windows-access-permissions-to-share-company/01/262280#M33 QuickBooksHelp 2019-03-12T10:16:50Z Export Data out of QuickBooks Online https://quickbooks.intuit.com/learn-support/en-ca/getting-started/export-data-out-of-quickbooks-online/01/262091#M31 Looking to export your data? QuickBooks Online gives you a few different methods depending on your goals. Looking to export data for anything including audit purposes to sharing it out to stakeholders? We have a new streamlined feature to simply download some of the most needed lists and reports to make this even easier. Looking for a continuous backup of your data? There are apps in the QuickBooks App store that provide this continuous backup. Mon, 29 Jul 2019 21:01:36 GMT https://quickbooks.intuit.com/learn-support/en-ca/getting-started/export-data-out-of-quickbooks-online/01/262091#M31 QuickBooksHelp 2019-07-29T21:01:36Z Test drive QuickBooks Online https://quickbooks.intuit.com/learn-support/en-ca/getting-started/test-drive-quickbooks-online/01/262272#M30 Are you a business owner interested in exploring all that QuickBooks Online has to offer? Or are you an existing QuickBooks Online user who wants to dive deeper into the features? Either way, you can take a test drive of QuickBooks Online by&nbsp;using our sample company demo. It's a great way to dive in and experiment with features and options you might not feel comfortable trying in your own QuickBooks Online account. Feel free to explore and experiment all you like since the demo system doesn't save any of the changes you make. Note:&nbsp;For countries that offer multiple versions of QuickBooks Online, it's a QuickBooks Online Plus account. Available QuickBooks test drives NOTE: Current QuickBooks Online Advanced Test drive does not have Smart Reporting enabled Canada English sample file:&nbsp; Canada French sample file:&nbsp; Note: The Test Environment is in a Plus level subscription and can't be downgraded to Essentials or EasyStart. Note: You must first enable cookies to continue. Security protections during your QuickBooks Online test drive To ensure your security during test drives, we don't allow bank connections in sample companies. This security protection doesn't affect regular accounts so if you need to test online banking functionality, you can use either an active or trial QuickBoo... Fri, 19 Jul 2019 20:16:58 GMT https://quickbooks.intuit.com/learn-support/en-ca/getting-started/test-drive-quickbooks-online/01/262272#M30 QuickBooksHelp 2019-07-19T20:16:58Z Move your data to QuickBooks Online https://quickbooks.intuit.com/learn-support/en-ca/getting-started/move-your-data-to-quickbooks-online/01/262214#M28 Find answers to frequently asked questions about moving your data to QuickBooks Online. In QuickBooks online, you can transfer data from your previous accounting program so it's easier to get started. If you want to move from QuickBooks Desktop to QuickBooks Online, get more help here. What information do you need to start the conversion process? To start the conversion process, you need the following: Your details Your previous data file.&nbsp;Note: If your file is password protected, include your login credentials. Your QuickBooks Online account.&nbsp;Note: If you don’t have an account, we can create it for you. How long will it take to transfer my data? Once we receive your data file, the conversion takes 3-5 business days. How much does the service cost? Intuit Data Services offers to move your data free of cost. What software can be converted? Currently, we offer conversion services for the software versions listed below: Sage 50 Accounting 2010 - 2016 (Beta) Xero Acomba Learn how to transfer Xero, Sage or QuickBooks Desktop data to QuickBooks Online with Intuit Data Services. Thu, 01 Aug 2019 19:15:31 GMT https://quickbooks.intuit.com/learn-support/en-ca/getting-started/move-your-data-to-quickbooks-online/01/262214#M28 QuickBooksHelp 2019-08-01T19:15:31Z What to do after converting from QuickBooks Desktop for Windows or Mac to QuickBooks Online https://quickbooks.intuit.com/learn-support/en-ca/getting-started/what-to-do-after-converting-from-quickbooks-desktop-for-windows/01/262406#M27 Here are some things you should do after converting your QuickBooks Desktop file to QuickBooks Online to ensure a smooth migration. We highly suggest you keep your data file in QuickBooks Desktop and maintain your transactions on both sets of books until you determine QuickBooks Online is right for your business. Check The QuickBooks Guide to Converting QuickBooks Desktop to QuickBooks Online for additional information and insights about converting your data file Verify and compare your financial reports To make sure data was transferred successfully, compare the Profit and Loss and Balance Sheet standard reports in QuickBooks Online and Desktop. Check the AR and Undeposited Funds account balances individually when comparing the reports. Learn what doesn’t come over from QuickBooks Desktop to Online. When running your reports, make sure: The date is set to "All Dates" in both products. Your accounting method is set to accrual. Expected report discrepancies: Cash basis - Reports may not necessarily match using this accounting method. This is because QuickBooks Desktop and Online don't consider transactions as paid the same way. Inventory recalculation - Your reports may not match up if you imported your inventory information due to FIFO recalculations that may have taken place.... Wed, 21 Aug 2019 19:28:16 GMT https://quickbooks.intuit.com/learn-support/en-ca/getting-started/what-to-do-after-converting-from-quickbooks-desktop-for-windows/01/262406#M27 QuickBooksHelp 2019-08-21T19:28:16Z Move lists and balances from QuickBooks Online to QuickBooks Desktop https://quickbooks.intuit.com/learn-support/en-ca/getting-started/move-lists-and-balances-from-quickbooks-online-to-quickbooks/01/262416#M26 Learn how to move your customers, suppliers, products and services, and accounts from QuickBooks Online to QuickBooks Desktop. We’ll also help you transfer the open balances of your customers, suppliers, and accounts to your desktop file. If you need a hand moving from QuickBooks Online to Desktop, we’re here to help. Here’s how to move your lists and balances to your new desktop file, so you can spend less time on data entry. Already cancelled your QuickBooks Online? Don’t worry. You still have access to your data for a year—plenty of time to move everything you need. Note: Before you proceed, talk to your accountant. Make sure this is the right step for you. And if it is, work with your accountant to save time. Move your accounts, customers, suppliers, and opening balances Keep in mind that this won’t bring over transactions associated with your customers, suppliers, or accounts, just their current open balances in QuickBooks Online. Step 1: Export account, customer, and supplier list reports to Excel Sign in to your QuickBooks Online company as an admin. Go to Reports, then search and open "Account List," "Customer Contact List," or "Supplier Contact List." Scroll to the top of the report and select Customize. Select Rows and Columns and then Change columns. Select and reor... Thu, 18 Jul 2019 18:55:01 GMT https://quickbooks.intuit.com/learn-support/en-ca/getting-started/move-lists-and-balances-from-quickbooks-online-to-quickbooks/01/262416#M26 QuickBooksHelp 2019-07-18T18:55:01Z Keyboard shortcuts for QuickBooks Online https://quickbooks.intuit.com/learn-support/en-ca/getting-started/keyboard-shortcuts-for-quickbooks-online/01/262475#M24 Using keyboard shortcuts to speed up navigation within QuickBooks Online is easy. These shortcuts will work in the following browsers: Internet Explorer Firefox Chrome (except where noted) Note: Mac users can try these shortcuts using the CMD ⌘ key instead of Alt or CTRL when noted below. You can access the quick reference guide within QuickBooks Online: To access this screen,&nbsp;simply hold&nbsp;Control + Option (Alt) + ?&nbsp;(for Mac). Keyboard shortcuts available in QuickBooks Online How to open a second window For Internet Explorer: Press Ctrl + N. (Note: You will be signed in to the existing company on both windows.) For Firefox: Press Ctrl + N. (Note: You won't be signed in to the second window but will remain signed in to the first one. The&nbsp;second window will allow you to log in to the existing company so that you may work using both screens.) For Chrome: Press Ctrl + N. (Note: If you go to QuickBooks Online in that window you will be signed in to the existing company.) How to search for text in a window CTRL + F&nbsp;(works in Internet Explorer, Firefox, and Chrome, and Internet Explorer) will bring up a pop-up window to do the search. Firefox opens a Find toolbar on the bottom of your screen. Chrome opens a search field at the top right of the screen. How to enter dates Next day + (pl... Wed, 31 Jul 2019 07:19:53 GMT https://quickbooks.intuit.com/learn-support/en-ca/getting-started/keyboard-shortcuts-for-quickbooks-online/01/262475#M24 QuickBooksHelp 2019-07-31T07:19:53Z Common questions about importing data to QuickBooks Online https://quickbooks.intuit.com/learn-support/en-ca/getting-started/common-questions-about-importing-data-to-quickbooks-online/01/262523#M23 We’ve assembled some frequently asked questions about importing data to QuickBooks Online. What information can I import to QuickBooks Online? You can import the following information to QuickBooks Online: Customers Suppliers Accounts Products and Services What file format can I use to import information to QuickBooks Online? You can use either CSV (Comma Separated Values) or XLS/XLSX to import information to QuickBooks Online. Consider the following: CSV:&nbsp;A common file format used for text files that contain tabular data. In CSV files, each field of text is separated by a comma, semi-colon, or other special characters. XLS/XLSX:&nbsp;XLS is the file format of Microsoft Excel 1997-2003; Microsoft Excel 2007 and newer use the XLSX file format. What if I have data from multiple sources? You can import content from multiple sources. For example, if you have a list of contacts in Excel (XLS/XLSX) and some in Outlook (CSV) just go through the import process for each source. Why is the first row of my spreadsheet not imported? QuickBooks Online uses the first row of your spreadsheet for mapping and doesn't import its content. If you need the information from the first row of your file, add a header row to your spreadsheet, or duplicate the first line before importing the file. Why can't ... Thu, 25 Jul 2019 20:39:24 GMT https://quickbooks.intuit.com/learn-support/en-ca/getting-started/common-questions-about-importing-data-to-quickbooks-online/01/262523#M23 QuickBooksHelp 2019-07-25T20:39:24Z Move your QuickBooks Desktop file to QuickBooks Online https://quickbooks.intuit.com/learn-support/en-ca/getting-started/move-your-quickbooks-desktop-file-to-quickbooks-online/01/262153#M21 Learn how to import your QuickBooks for Windows company file to QuickBooks Online. No need to start over again—just convert your desktop file to a QuickBooks Online company, and you’re done. Step 1: Get your desktop file ready Note: You can only move a company file within 60 days after signing up to QuickBooks Online. We recommend moving over your lists instead of your company file if you already set up payroll in QuickBooks Online. Some of your lists and reports won't be converted because of feature differences. Make sure QuickBooks is up-to-date. On your keyboard, press Ctrl+1 then make sure your Total Targets is less than 350,000. If it's not, send your file to our Data Migration team so we can help convert your file. Print a copy of your Sales Tax Liability report. You'll need it to enter adjustment entries after your move. Go to the Reports menu, then select Suppliers &amp; Payables. Select Sales Tax Liability. From the Dates▼drop-down, select All. At the top, from the Print▼drop-down, select Save as PDF. Choose the folder you want to save it in, name the file, and select Save. Step 2: Import your desktop file to QuickBooks Online Note: You need to use a trial version to convert your file if you’re using a version older than 2016. QuickBooks Desktop Pro or Premier Log in as a... Thu, 22 Aug 2019 16:41:57 GMT https://quickbooks.intuit.com/learn-support/en-ca/getting-started/move-your-quickbooks-desktop-file-to-quickbooks-online/01/262153#M21 QuickBooksHelp 2019-08-22T16:41:57Z What isn't imported when you move from QuickBooks Desktop to QuickBooks Online? https://quickbooks.intuit.com/learn-support/en-ca/getting-started/what-isn-t-imported-when-you-move-from-quickbooks-desktop-to/01/262488#M20 Find out what data are not imported when you convert from QuickBooks Desktop to QuickBooks Online to help you decide if QuickBooks Online is the right fit for your business. Most of your company data will be transferred when you move from QuickBooks Desktop to QuickBooks Online. Some of the information that won't be imported during the conversion process includes: Reconciliation reports Recurring credit card charges Reports Audit trail To keep you up and running in QuickBooks Online, here are the details on how to prepare your information in each of the 4 categories. Important: We don't recommend Quickbooks Online for QuickBooks Desktop users who need the following features: Sales Orders Fixed Asset Tracking with Fixed Asset Manager Price Levels Estimate to Actual Reporting Balance Sheet by class for non-profit organizations that deal with Permanent and Temporary Restricted assets However, if you choose to use QuickBooks Online, you may be able to find an App that can integrate these features with QuickBooks Online. Check out Apps.com (currently available only in English) to see a full list. QuickBooks Desktop data that won't be imported during conversion Reconciliation reports Save your reconciliation reports in QuickBooks Desktop to access them later. In QuickBooks Online, j... Thu, 18 Jul 2019 21:22:53 GMT https://quickbooks.intuit.com/learn-support/en-ca/getting-started/what-isn-t-imported-when-you-move-from-quickbooks-desktop-to/01/262488#M20 QuickBooksHelp 2019-07-18T21:22:53Z Configure firewall security settings for Desktop https://quickbooks.intuit.com/learn-support/en-ca/getting-started/configure-firewall-security-settings-for-desktop/01/262400#M17 Learn how to&nbsp;configure firewall security settings for QuickBooks Desktop. You may encounter errors if your firewall blocks internet access needed for specific QuickBooks programs or files. Updating your firewall to the latest release may resolve the issue. Or you may need to manually configure your firewall software. We show you how. Configure firewall ports automatically Running the QuickBooks File Doctor automatically opens firewall ports. This tool can be used to configure the Windows Firewall. See QuickBooks File Doctor: Fix your company file or network for more information. Configure firewalls manually QuickBooks Desktop 2019 now uses dynamic ports.&nbsp;These are specific firewall ports (not a range) assigned during installation to ensure QuickBooks Desktop uses a given port exclusively. The port format for QuickBooks Desktop 2019 is 8019, XXXXX; where XXXXX is the port number specifically assigned. Get the dynamic port number for QuickBooks 2019 Open QuickBooks Database Server Manager. On the Port Monitor tab, find QuickBooks Desktop 2019. Take note of the Port Number, which is what you will use for your firewall port exception. Things to know A port assignment can be changed by selecting Renew.&nbsp;However, you will have to go to the Scan Folders tab and select&nbsp;Scan Now to re-s... Wed, 14 Aug 2019 07:47:21 GMT https://quickbooks.intuit.com/learn-support/en-ca/getting-started/configure-firewall-security-settings-for-desktop/01/262400#M17 QuickBooksHelp 2019-08-14T07:47:21Z Download a trial of QuickBooks Desktop https://quickbooks.intuit.com/learn-support/en-ca/getting-started/download-a-trial-of-quickbooks-desktop/01/262015#M16 Learn how to download a trial version of QuickBooks Desktop. If you’d like to try QuickBooks Desktop before you buy it, you can download a free 30-day trial. Note:&nbsp;If you’re looking for a trial of QuickBooks Online, see our QuickBooks online trial page. 30-day trials of QuickBooks Desktop Select the link for the version you want to use. Save the install file somewhere you can easily find it, like your Windows Desktop. Before you start, make sure your computer meets minimum requirements to install QuickBooks. QuickBooks Desktop Pro 2019 QuickBooks Desktop Premier 2019 QuickBooks Desktop Premier Accountant 2019 QuickBooks Desktop Enterprise Solutions 19.0 Fri, 26 Jul 2019 16:15:24 GMT https://quickbooks.intuit.com/learn-support/en-ca/getting-started/download-a-trial-of-quickbooks-desktop/01/262015#M16 QuickBooksHelp 2019-07-26T16:15:24Z How to fix Error H202 and H505 https://quickbooks.intuit.com/learn-support/en-ca/getting-started/how-to-fix-error-h202-and-h505/01/262024#M15 Learn what&nbsp;Error H202 and H505 are and what to do if you see them in QuickBooks Desktop. If you see Error H202 or H505 (or H101 and H103) when trying to switch into multi-user mode, we’re here to help. These errors mean something is blocking the multi-user connection to your server. We'll show you how to fix the issue. Find out more about hosting your QuickBooks company files. Fix Error H202 Step 1: Follow steps depending on the way you host your company files Hosting your own network If you haven’t already, follow the steps to install QuickBooks Database Server Manager on your server for each version of QuickBooks you use. Your server is the computer that hosts your company files. After you install Database Server Manager, continue with the sections below. There are two ways to set up QuickBooks Database Server Manager: The Full Program option: You install the full version of QuickBooks Desktop and Database Server Manager on your server computer. The Server Only option: You only install Database Server Manager on your server computer. Hosting your own network with Windows Server 2012 Essentials R2 Follow these steps if you use Windows Server 2012 Essentials R2, to host hour network.&nbsp;Don’t continue with the sections below. Using QuickBooks Enterprise Hosting If you use QuickBo... Wed, 21 Aug 2019 21:06:29 GMT https://quickbooks.intuit.com/learn-support/en-ca/getting-started/how-to-fix-error-h202-and-h505/01/262024#M15 QuickBooksHelp 2019-08-21T21:06:29Z Resolve Problems Opening QuickBooks Desktop or your Company File https://quickbooks.intuit.com/learn-support/en-ca/getting-started/resolve-problems-opening-quickbooks-desktop-or-your-company-file/01/262451#M14 If you are having problems opening QuickBooks Desktop, this is a great place to start troubleshooting! Learn to resolve issues related to opening the QuickBooks program or specific QuickBooks company file to get you back to business in no time. Before You Start Troubleshooting Before troubleshooting the company file, make sure the issue is related to the company file rather than the program itself. Also, make sure that QuickBooks is updated to the latest release. See Update QuickBooks Desktop to the latest release. Press and hold the Ctrl key while double clicking the QuickBooks Desktop icon. Note: Do not let go of the Ctrl key until you have the No Company Open window in QuickBooks. If the program fails to open while holding the Ctrl key, see QuickBooks Desktop does not start for steps to resolve, as the following will not help. If the program does open, proceed below. Verify that only one computer is hosting your company file. Turn off hosting in all computers aside from the server. From the QuickBooks File menu, select Utilities. Select Stop hosting multi-user access. Quick tip: If you see anything other than Stop hosting multi-user access, it mean s hosting is currently turned off on that computer. Once you verify that hosting is disabled, proceed below. Make sure that you... Thu, 18 Jul 2019 18:06:35 GMT https://quickbooks.intuit.com/learn-support/en-ca/getting-started/resolve-problems-opening-quickbooks-desktop-or-your-company-file/01/262451#M14 QuickBooksHelp 2019-07-18T18:06:35Z Import transactions from other sources https://quickbooks.intuit.com/learn-support/en-ca/getting-started/import-transactions-from-other-sources/01/261605#M13 You can import transactions from sources other than your connected bank accounts using a .CSV&nbsp;(comma-separated values) file. Most banks allow you to export transactions to this file type. If you've been using a spreadsheet to track transactions, you can save or export the file to .CSV format. To import your .CSV file Select the Gear icon at the top. Select&nbsp;Imports. Select Import older transactions on the right for the account you want the transactions to belong to. Follow the instructions onscreen to finish importing your data. Select Import. See import older transactions in the mobile app&nbsp;if you wish to import the transactions through the mobile app. Wed, 21 Aug 2019 21:06:17 GMT https://quickbooks.intuit.com/learn-support/en-ca/getting-started/import-transactions-from-other-sources/01/261605#M13 QuickBooksHelp 2019-08-21T21:06:17Z Install QuickBooks Desktop on a Terminal Server https://quickbooks.intuit.com/learn-support/en-ca/getting-started/install-quickbooks-desktop-on-a-terminal-server/01/262448#M10 Learn how to install QuickBooks Desktop on a terminal server. Terminal server lets you install QuickBooks Desktop on a central server instead of individual computers. Once connected to the server, multiple users can access the company file on a remote computer. Important: Phone support is provided for QuickBooks Desktop Enterprise Solutions only, however the following system-related issues are not supported. Setting up, configuring, or enabling terminal services Enabling clients to connect to the server User permission issues for server connections Issues with terminal server connections (example: connecting to the server or dropping connection) Latency or slow performance issues Before you proceed, check the QuickBooks Desktop system requirements to see the compatibility with your server and log in as a Windows user with Admin rights. Close all running applications. On your keyboard, press Windows+R to open the Run command. Type CMD, then select OK to open the Command Prompt. To change the User Mode, type change user /install, then press Enter. Download and install QuickBooks Desktop. Reopen the Command Prompt. Type change user /execute to change to Execute mode, then press Enter. Thu, 18 Jul 2019 14:01:37 GMT https://quickbooks.intuit.com/learn-support/en-ca/getting-started/install-quickbooks-desktop-on-a-terminal-server/01/262448#M10 QuickBooksHelp 2019-07-18T14:01:37Z Import and export employee data https://quickbooks.intuit.com/learn-support/en-ca/getting-started/import-and-export-employee-data/01/261550#M9 Learn about importing and exporting employee information with QuickBooks Online. When managing employee information, there are a few things you need to know. We discuss the importing and exporting of this essential company data below. Importing employee data:&nbsp; You can't import employee information from another application. When you convert a company file from QuickBooks Desktop&nbsp;to form a new QuickBooks Online company, the conversion includes employee contact information, but not payroll data. Exporting employee data:&nbsp; You can export employee information by creating a report and exporting it to Microsoft Excel. Thu, 18 Jul 2019 17:16:24 GMT https://quickbooks.intuit.com/learn-support/en-ca/getting-started/import-and-export-employee-data/01/261550#M9 QuickBooksHelp 2019-07-18T17:16:24Z Install QuickBooks Database Server Manager https://quickbooks.intuit.com/learn-support/en-ca/getting-started/install-quickbooks-database-server-manager/01/262473#M8 Learn how to set up QuickBooks Database Server Manager in QuickBooks Desktop. QuickBooks Database Server Manager lets you share your company files with other computers over your network. It also helps you monitor your multi-user network. When you set up a network, you need to have QuickBooks Database Server Manager running so users can access your company files. Before you start, learn more about setting up networks for QuickBooks Desktop. Note: You'll need a Database Server Manager to run multi-user access. This lets multiple users work on the same company file at the same time. If you don't plan to use multi-user access, you don't need the Database Server Manager. Step 1: Download Database Server Manager Database Server Manager is a part of the QuickBooks Desktop file. If you haven't already, download QuickBooks Desktop. Step 2: Install Database Server Manager Install Database Server Manager on your server computer. This is the computer that hosts your company files. Important: If you're an accountant or someone who hosts multiple versions of QuickBooks Desktop on your network, install them in order. Install the oldest version first and end with the most recent. Close all open programs on your server computer, including QuickBooks. Open the install file you downloaded. It's ... Wed, 14 Aug 2019 09:25:55 GMT https://quickbooks.intuit.com/learn-support/en-ca/getting-started/install-quickbooks-database-server-manager/01/262473#M8 QuickBooksHelp 2019-08-14T09:25:55Z System requirements for QuickBooks 2017 and Enterprise Solutions 17.0 https://quickbooks.intuit.com/learn-support/en-ca/getting-started/system-requirements-for-quickbooks-2017-and-enterprise-solutions/01/262497#M6 System requirements provides you the information needed to ensure your computer hardware, software, and operating system meet the minimum requirements for your version of QuickBooks Desktop. Specific Requirements QuickBooks Pro/Premier 2017 and Enterprise 17.0 Operating Systems Windows 10, all editions including 64-bit, natively installed1 Windows 8.1 (Update 1) all editions including 64-bit, natively installed Windows 7 SP1 all editions including 64-bit, natively installed Windows Server 2012 R2 Windows Server 2011 Important: Windows Server 2011&nbsp;is only supported with QuickBooks Desktop 2017 R4 (and above) and QuickBooks Desktop Enterprise 17.0 R4 (and above). Windows Server 2008 R2 SP1 Database Servers Windows: Windows Server 2012 R2, Windows Server 2011, Windows Server 2008 R2 SP1, Windows 10, Windows 8.1 (update 1) or Windows 7 SP1 (Enterprise and Professional editions only), natively installed. Important: Windows Server 2011&nbsp;is only supported with QuickBooks Desktop 2017 R4 and QuickBooks Desktop Enterprise 17.0 R4. Linux: When using QBES Database Server-only installation – OpenSuse 42.1, Fedora 23, Red Hat 7 (Update 2) 1Natively installed means it was installed on a particular system or environment that it was designed for. This also means that it doesn't need to run in ... Thu, 18 Jul 2019 15:38:29 GMT https://quickbooks.intuit.com/learn-support/en-ca/getting-started/system-requirements-for-quickbooks-2017-and-enterprise-solutions/01/262497#M6 QuickBooksHelp 2019-07-18T15:38:29Z Post conversion checks for getting started with QuickBooks Online https://quickbooks.intuit.com/learn-support/en-ca/getting-started/post-conversion-checks-for-getting-started-with-quickbooks/01/261774#M5 Although we try to make the data conversion as comprehensive as possible, there are still a few tasks you'll need to perform before you start using QuickBooks Online. It's best to complete these&nbsp;as soon as possible, before you make any&nbsp;changes to the data or enter&nbsp;new transactions. To perform these tasks, you'll need to be the Master Administrator of&nbsp;the QuickBooks Online company. If&nbsp;you created the&nbsp;QuickBooks Online company&nbsp;yourself, you're already the Master Administrator. If you are not currently the Master Administrator, you'll need to be invited.&nbsp;When you receive an email inviting you to become the Master Administrator, select the Accept link in the email and sign in using your QuickBooks Online credentials. 1. Check&nbsp;your data by comparing reports We suggest you compare the below&nbsp;reports in QuickBooks Online and in QuickBooks Desktop to ensure that your data was transferred correctly. To verify your reports, run the reports by "All Dates" and set your accounting method to Accrual in both QuickBooks Online and QuickBooks Desktop, even if you currently work on a Cash basis. Balance Sheet Report Trial Balance – All Dates Customer Balance Summary – All Dates Supplier Balance Summary – All Dates Sales Tax Summary Report for the most recent&nbsp;period Any other reports you’d like t... Thu, 22 Aug 2019 18:20:40 GMT https://quickbooks.intuit.com/learn-support/en-ca/getting-started/post-conversion-checks-for-getting-started-with-quickbooks/01/261774#M5 QuickBooksHelp 2019-08-22T18:20:40Z How to enter historical information https://quickbooks.intuit.com/learn-support/en-ca/getting-started/how-to-enter-historical-information/01/262042#M3 You should enter past sales and Accounts Receivable (A/R) &nbsp;transactions, as well as past supplier transactions, first before entering any past cheque&nbsp;or bank transactions.&nbsp;QuickBooks Online&nbsp;updates your bank balance as you enter payments received from customers and payments to suppliers. Ways to enter past sales and A/R transactions There are two ways to enter past sales and A/R transactions. Both methods ensure accurate reporting. Chronologically&nbsp;&nbsp;Enter transactions (charges, invoices, credits, payments) in the same order they were created or received. This method creates a record of all the invoices you sent. In Batches&nbsp;&nbsp;If you don't have time to record your charges in order you can record them in batches: Enter all charges and credits that customers already know about, followed by payments received. Print a single invoice for each customer to clear their invoice record of the past activity. Enter remaining charges and credits you haven't informed customers of and then start sending real invoices. This method doesn't leave a record of invoices you sent. &nbsp; Record historical supplier transactions Enter your past supplier transactions in the following order so that you can properly apply the credit and the payment to the bill, just as you do in normal recording: Note: The "Easy... Thu, 22 Aug 2019 19:59:02 GMT https://quickbooks.intuit.com/learn-support/en-ca/getting-started/how-to-enter-historical-information/01/262042#M3 QuickBooksHelp 2019-08-22T19:59:02Z Conversion check list for converting your files into QuickBooks Online https://quickbooks.intuit.com/learn-support/en-ca/getting-started/conversion-check-list-for-converting-your-files-into-quickbooks/01/261759#M2 Preliminaries - Prior to Conversion submission There are a few tasks you should perform to ensure your legacy file is in as ‘clean’ a state as possible prior to converting it to QuickBooks Online. Note:&nbsp;If you are converting your file from QuickBooks Desktop to QuickBooks Online, it's&nbsp;best to complete these steps in QuickBooks Desktop before you start the conversion process. Quotes: Close or finalize Purchase orders: Close or finalize Unbilled Activity: Delete or finalize Delete any accounts that were&nbsp;never used in the Chart of Accounts. They&nbsp;may be set to inactive status now, but they should also be deleted. Run a Payroll Report for dates of current compliance (month to date) if converting mid reporting period Print off full Employee info details and current leave balances Print off year-to-date (YTD) balances for Gross Wages, PAYG W, and Superannuation by Employee Archive reports run on Accruals Basis, all Dates Trial Balance Balance Sheet Profit &amp; Loss Report Accounts Receivable Aging (&amp; Detail) Accounts Payable Aging (&amp; Detail) General Ledger (Optional but recommended) Preliminaries &nbsp;- New QBO file setup Create a new Company file from global.intuit.com and select your region. Sign up for a product that best fits your business (Plus, Essentials, etc.). Follow the welcome in... Thu, 18 Jul 2019 17:18:51 GMT https://quickbooks.intuit.com/learn-support/en-ca/getting-started/conversion-check-list-for-converting-your-files-into-quickbooks/01/261759#M2 QuickBooksHelp 2019-07-18T17:18:51Z Explore your file https://quickbooks.intuit.com/learn-support/en-ca/getting-started/explore-your-file/01/261760#M1 After you open the fixed company file, run reports in both the fixed and old file and compare the information to see if there are missing transactions. Remember! Some transactions may cause file damage. They have to be deleted to get your file back up and running. A high level description of the file issues and the steps taken to fix them is detailed in ReadMe.doc. Here are the reports you can use to review your fixed data. Before running these reports, set the Dates to All and Report Basis to Accrual. Trial Balance Go to the Reports menu. Select Accountant &amp; Taxes, then Trial Balance. General Ledger Go to the Reports menu. Select Accountant &amp; Taxes, then General Ledger. Balance Sheet Go to the Reports menu. Select Company &amp; Financial, then Balance Sheet Standard. Profit and Loss Go to the Reports menu. Select Company &amp; Financial, then Profit &amp; Loss Standard. A/R Aging Summary Go to the Reports menu. Select Customers &amp; Receivables, then A/R Aging Summary. A/P Aging Summary Go to the Reports menu. Select Suppliers &amp; Payables, then A/P Aging Summary. To recreate a missing transaction, open the ReadMe.doc file to see the transaction details. Wed, 14 Aug 2019 19:13:39 GMT https://quickbooks.intuit.com/learn-support/en-ca/getting-started/explore-your-file/01/261760#M1 QuickBooksHelp 2019-08-14T19:13:39Z
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<channel>
<title>Getting Started topics</title>
<link>
https://quickbooks.intuit.com/learn-support/getting-started/misc/02/getting-started-ca
</link>
<description>Getting Started topics</description>
<pubDate>Mon, 26 Aug 2019 00:43:09 GMT</pubDate>
<dc:creator>getting-started-ca</dc:creator>
<dc:date>2019-08-26T00:43:09Z</dc:date>
<item>
<title>
QuickBooks Scan Manager: Scan and attach documents to transactions
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/quickbooks-scan-manager-scan-and-attach-documents-to/01/262120#M58
</link>
<description>
Learn how you can scan documents and attach them to your transactions using QuickBooks Scan Manager. QuickBooks Scan Manager lets you easily add files to your invoices, sales receipts, bills, and other transactions. Here's how to set it up so you can get started. Note: If you get errors when setting up or using Scan Manager, don't worry. Follow the steps in the section "Get help with Scan Manager errors." Set up and use QuickBooks Scan Manager QuickBooks Scan Manager is compatible with TWAIN compliant scanners. Step 1: Create your scan profile From the Company menu, select Documents, then choose Doc Centre. Select Scan a Document. Select New to set up a new profile or select an existing scan profile. Edit the name of your profile, then select Continue. Adjust the profile settings as appropriate, then select Save. Tip: Scan Manager always saves your documents on the same folder as your company file (.QBW). Step 2: Set up and test your scanner Highlight your profile, then choose Select. In the Select Scanner window, select Scanner Setup Wizard. Note: The Current Selection field should show your scanner. If you don't see your scanner, select Yes, then Next to download the latest scanner database from Nuance. Select the appropriate mode. This is typically Normal Mode. Check the Pe...
</description>
<pubDate>Thu, 18 Jul 2019 14:01:08 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/quickbooks-scan-manager-scan-and-attach-documents-to/01/262120#M58
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-07-18T14:01:08Z</dc:date>
</item>
<item>
<title>Install or uninstall Desktop in Selective Startup</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/install-or-uninstall-desktop-in-selective-startup/01/261659#M57
</link>
<description>
Learn how QuickBooks Desktop can be installed or uninstalled in Selective Startup. Occasionally, third-party applications such as antivirus and anti-spyware programs interfere with the QuickBooks Desktop installation. It may be necessary to install QuickBooks Desktop in Selective Startup since this mode enables you to start Windows with only select items running on your computer. Since running Windows in Safe Mode deactivates the Windows Installer Service, it is no longer an option for troubleshooting potential third-party installation conflicts for QuickBooks Desktop. We'll show you how to uninstall and install QuickBooks Desktop in Selective Startup. Note This article focuses on the Windows operating system. If you're uncomfortable doing the steps, consult your computer's manufacturer or a Windows expert. While uninstalling or installing QuickBooks will not affect your company file/s, it is advisable to create a backup before troubleshooting. Make sure you have your license and product number. While on QuickBooks, press F2 or Ctrl+1 to open the Product Information window to view them. Ensure that you have a QuickBooks Installation CD. Or a downloaded installer&nbsp;for the QuickBooks version you want to install. Start your computer in Selective Startup Here's how to start your co...
</description>
<pubDate>Fri, 23 Aug 2019 22:06:58 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/install-or-uninstall-desktop-in-selective-startup/01/261659#M57
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-08-23T22:06:58Z</dc:date>
</item>
<item>
<title>Install QuickBooks Desktop</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/install-quickbooks-desktop/01/262386#M56
</link>
<description>
Learn how to install QuickBooks Desktop. Once you download QuickBooks Desktop, follow these steps to install it. You can use this article whether you’re reinstalling or installing QuickBooks for the first time. &nbsp; Hosting QuickBooks on a network? If you’re setting up for the first time, see set up a multi-user network and install QuickBooks Database Server Manager before you continue. Seeing an error? We’re here to help. Here’s how to Fix QuickBooks Desktop install errors. Step 1: Get ready to install QuickBooks Desktop Make sure your computer meets the system requirements. If you haven’t already, download your version of QuickBooks Desktop. Save the file somewhere you can easily find it (like your Windows desktop). Have your product and license number handy. Need help finding product and license number? If you bought QuickBooks directly from our website, you can find this info in the original purchase email. If you purchased it from a retail store, look for the label on the original packaging. If you lost your license or product number, we can help you recover them. Step 2: Install QuickBooks Desktop Open the file you downloaded (QuickBooks.exe). Follow the onscreen instructions. Accept the software license agreement and then select Next. Enter your Product and License numbers...
</description>
<pubDate>Tue, 06 Aug 2019 08:42:03 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/install-quickbooks-desktop/01/262386#M56
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-08-06T08:42:03Z</dc:date>
</item>
<item>
<title>Activate QuickBooks Desktop for Windows</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/activate-quickbooks-desktop-for-windows/01/262417#M55
</link>
<description>
Learn how to activate or register QuickBooks Desktop after you install it. After you install QuickBooks, you should activate it before getting started. QuickBooks will prompt you to activate, but you can also activate it manually with these steps. To activate QuickBooks: Open QuickBooks. From the Help menu, select Activate QuickBooks Desktop. Follow the steps on the screen to verify your info. After you’re finished, QuickBooks is activated and you’re ready to go. Learn more about using QuickBooks with our beginner guide. &nbsp;
</description>
<pubDate>Mon, 12 Aug 2019 13:19:20 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/activate-quickbooks-desktop-for-windows/01/262417#M55
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-08-12T13:19:20Z</dc:date>
</item>
<item>
<title>Open and use a secondary company file</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/open-and-use-a-secondary-company-file/01/264906#M54
</link>
<description>
Do you want to open two company files at the same time? With QuickBooks Accountant or QuickBooks Desktop Enterprise, you can have 2 company files open in 2 different versions of QuickBooks Desktop. When working with 2 company files, the first opened file is labelled Primary and the second opened file is labelled Secondary. If you close the Primary company file, the Secondary becomes the Primary file. There are 3 ways to open a Secondary file. While the first company file is open: Double-click the second company file's name. Double-click the QuickBooks icon. Go to the File menu, then select Open Second Company. Note: Don't use the File menu &gt; Open or Restore Company to open a second company file. Restrictions Listed below are the restrictions when opening a Secondary company file. Note that user permissions can't override them. Restrictions on both Primary and Secondary files You can't perform the operations listed in the table in either file when 2 company files are open. Area Restriction Accountant Menu Manage Fixed Assets QuickBooks Statement Writer QuickBooks Services Add any QuickBooks Add-ons App Centre Install Intuit Partner Platform (IPP) applications Intuit Data Sync (IDS) Set up, reset, or sync data Internet Connection Setup Set up an internet connection from the Wind...
</description>
<pubDate>Tue, 20 Aug 2019 01:00:52 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/open-and-use-a-secondary-company-file/01/264906#M54
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-08-20T01:00:52Z</dc:date>
</item>
<item>
<title>Set up a mortgage</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/set-up-a-mortgage/01/262244#M53
</link>
<description>
You can set up a mortgage in QuickBooks Desktop and show principal, interest, and escrow payments as described in this article. Note that the accounts used here are for illustration purposes only. Please consult your accounting professional for the accounts you need to use. To track escrow activity, create three accounts. From the QuickBooks Lists menu, choose Chart of Accounts. Right-click anywhere and click New. Create a loan account. Click the Other Account Types drop-down and choose Long Term Liability, then click Continue. In the Name field, enter the name of the loan. Click the Enter Opening Balance button and in the Opening Balance field, enter the full (beginning) amount of the loan. In the as of field, enter the loan origination date. Click Save &amp; New. Create an escrow account. From the Type drop-down list, choose Other Current Asset. Enter a name for the account (Escrow, for example), the Opening Balance amount (if there have been any prior payments), and the as of date. Click Save &amp; New. Create an expense account. From the Type drop-down list, choose Expense. Enter a name for the account (Interest, for example). Click OK. To make a mortgage payment: From the Banking menu, choose Write Checks. Choose the appropriate supplier then enter the amount of the payment. On t...
</description>
<pubDate>Thu, 15 Aug 2019 18:05:18 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/set-up-a-mortgage/01/262244#M53
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-08-15T18:05:18Z</dc:date>
</item>
<item>
<title>Set up and use Multicurrency</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/set-up-and-use-multicurrency/01/262250#M52
</link>
<description>
With QuickBooks Desktop, you can keep track of transactions in foreign currency. The Multicurrency feature allows you to assign a specific currency type to the following profiles and accounts: Customers Suppliers Price levels Bank accounts Credit card accounts Accounts receivable Accounts payable Before turning on Multicurrency Once on, you can no longer turn off Multicurrency. Make sure that you backed up your QuickBooks company file before proceeding. Here are other important things to consider: You won't be able to use Insights, Income Tracker, and Bill Tracker. In QuickBooks Accountant and Enterprise, you also won't be able to batch enter invoices or batch delete/void transactions. You won't be able to select multiple customers in the Invoices for Time and Expenses window. You won't be able to exchange information with QuickBooks Desktop for Mac or copy your company file to work with it. Online payment of invoices doesn't work with multiple currencies. Step 1: Turn on Multicurrency Go to the QuickBooks Edit menu, then Preferences. On the left pane, select Multiple Currencies. Go to the Company Preferences tab, then select Yes, I use more than one currency. From the drop-down, select your home currency. Step 2: Add foreign-currency customers and suppliers You can only assig...
</description>
<pubDate>Thu, 22 Aug 2019 02:00:21 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/set-up-and-use-multicurrency/01/262250#M52
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-08-22T02:00:21Z</dc:date>
</item>
<item>
<title>Enable and use QuickBooks Messenger</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/enable-and-use-quickbooks-messenger/01/261820#M51
</link>
<description>
Learn how to turn on and use QuickBooks Messenger. QuickBooks Messenger is available when you’re using QuickBooks Desktop in multi-user mode. It lets you chat with other company users right inside your QuickBooks. It also allows you to log off other users when you need to switch to single-user mode. Turn on QuickBooks Messenger In multi-user mode, you will notice the QuickBooks Messenger icon in your system tray, at the bottom-right of your screen. The messenger automatically starts whenever you are logged in. Double-click the icon to launch the tool. Chatting with other users When you get notified that a user has logged in to the company file, you can select Chat on the notification window to begin a conversation with that user. You can also right-click on the QuickBooks Messenger icon in your system tray, then select Chat to start a conversation. If you're an Admin, you can chat with other users logged into the company file by selecting Send Message to Logged In Users from the Actions drop-down. Note: It's not possible for the Admin to view a log of conversations between users at this time. Available status If you want to show your status (busy, away, or otherwise) to other QuickBooks users, you can change your available status. From the drop-down that displays your username...
</description>
<pubDate>Sat, 24 Aug 2019 01:22:15 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/enable-and-use-quickbooks-messenger/01/261820#M51
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-08-24T01:22:15Z</dc:date>
</item>
<item>
<title>
Install multiple QuickBooks Desktop versions on one computer
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/install-multiple-quickbooks-desktop-versions-on-one-computer/01/261745#M50
</link>
<description>
Learn the difference between version, edition, flavour, region and read some important notes to help you install multiple versions of QuickBooks Desktop. Version: The numeric notation of the product's release. Examples are QuickBooks Desktop 2019 and&nbsp; QuickBooks Desktop Enterprise 19.0. Edition: Set of features included in a product. Examples are Pro, Premier, and Enterprise. Flavour: Industry-specific set of sub-features in a product. Examples are Contractor's, Non-Profit, and Retail. Region:&nbsp; Specific location for which the product was designed. Examples are United States, Canada, and United Kingdom. Take note of the following before attempting multiple product installations: Multiple versions of QuickBooks Desktop can be installed on the same computer. Both QuickBooks Desktop Pro and Premier editions use the same installation files and folders; therefore, you CANNOT have Pro and Premier of the same version installed on the same computer. Enterprise does not fall under this rule. Only one flavour of QuickBooks Desktop can be installed per Premier or Enterprise version. Note: The Accountant Desktop Edition, while it's own edition, is treated like a flavour of Premier desktop. The Accountant Edition can also be toggled to any other flavour of Premier or Pro desktop. Multiple v...
</description>
<pubDate>Fri, 16 Aug 2019 22:43:26 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/install-multiple-quickbooks-desktop-versions-on-one-computer/01/261745#M50
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-08-16T22:43:26Z</dc:date>
</item>
<item>
<title>Import/export CSV files</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/import-export-csv-files/01/261709#M49
</link>
<description>
CSV files are simple text files containing tabular data. Each field in the file is separated from the next by a comma. Most spreadsheets support this format, although you can create and edit CSV files with any text editor like Notepad. This article provides steps for exporting and importing CSV files. To learn more about other data types you can import and export to and from QuickBooks Desktop, see Import/export overview. Import CSV files To import list in the CSV format, you need to install the QuickBooks Import Excel and CSV toolkit. The toolkit contains: Import from Excel and CSV Manual – a PDF document with instructions, best practices and notes. CSV Examples Folder – 4 sample CSV files, one for each type of list. XLS Example Folder – a sample Excel file containing 4 worksheets, one for each type of list. Allowed fields – a reference guide explaining what fields are available for Excel and CSV import. Steps to install the QuickBooks Import Excel and CSV toolkit Open the file download window for the toolkit, then select Save. Go to your Windows Desktop, then select Save. Double-click QuickBooks_Import_Excel_and_CSV.exe on your Windows desktop to open the WinZip Self-Extractor window. Select Browse, choose the folder where you want to install the toolkit (such as your Deskto...
</description>
<pubDate>Wed, 21 Aug 2019 16:12:09 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/import-export-csv-files/01/261709#M49
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-08-21T16:12:09Z</dc:date>
</item>
<item>
<title>Import/export overview</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/import-export-overview/01/262363#M48
</link>
<description>
QuickBooks Desktop lets you import or export data. Instead of starting from scratch, you can transfer information to and from QuickBooks in case you need to convert, upgrade or&nbsp;create a new company file. Before you start importing or exporting data, you need to identify the transaction type and file format to ensure that QuickBooks will be able to handle them. Generally, QuickBooks allows you to import or export list to and from MS Excel. You can import certain transactions like your bank’s online web connect files and you can export all reports as Excel or PDF file. Here’s a snapshot of the file types and formats that you can bring in to or out of QuickBooks: Type Format Extension Export Import List MS&nbsp;Office Excel .xls .xlsx Yes Yes List Comma- Separated Values (CSV) .csv Yes Yes List Template .des Yes Yes List/Transaction Intuit Interchange Format (IIF) .iif Yes * Yes Transaction Web Connect files .qbo No Yes Transaction General Journal Entries .qbj Yes ** Yes Transactions Accountant's copy .qba, .qby Yes Yes Transactions Batch Transactions &nbsp;n/a No Yes * IIF can be&nbsp;used for list/transaction but the export function is&nbsp;only available for list. ** Exporting General Journal&nbsp;Entry is only available in&nbsp;QuickBooks Desktop Enterprise 15.0 and later&nbsp;andQuickBooks Enterprise Accounta...
</description>
<pubDate>Thu, 18 Jul 2019 18:07:13 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/import-export-overview/01/262363#M48
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-07-18T18:07:13Z</dc:date>
</item>
<item>
<title>Import or export MS Excel files</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/import-or-export-ms-excel-files/01/262220#M47
</link>
<description>
Learn how to import and export QuickBooks data with MS Excel files. You can import and export various list and transaction types to and from QuickBooks Desktop using different file formats. Import Excel files You can import Customer, Supplier, Items, and Chart of Accounts from an Excel spreadsheet. There are several options available when importing Excel files from QuickBooks. Option 1: Standard import QuickBooks opens a formatted Excel spreadsheet where you can enter your information. When you save and close the file, you can review results and view your data in QuickBooks.To import Customers, Suppliers, and Products you sell Go to File menu &gt; Utilities &gt; Import &gt; Excel Files. If you get the Add/Edit Multiple List Entries window, click No. Follow the wizard in importing files. Select the type of data. QuickBooks opens a formatted excel spreadsheet. Once you have entered your information, saved the file and closed it, you will be given the option to Add My Data Now. Review results and view Data in QuickBooks. Click Close when done. Note: If you need to import additional customer, supplier or item data from excel using this option, you can always go back to this window. To import Chart of Accounts Note: Before importing, we recommend that you create a backup of you company file...
</description>
<pubDate>Thu, 18 Jul 2019 18:05:57 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/import-or-export-ms-excel-files/01/262220#M47
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-07-18T18:05:57Z</dc:date>
</item>
<item>
<title>
How to install and configure the QuickBooks Enterprise ODBC Driver
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/how-to-install-and-configure-the-quickbooks-enterprise-odbc/01/262241#M46
</link>
<description>
QODBC driver for QuickBooks Enterprise Solutions allows you to export data from your company file to programs like Microsoft Excel, Microsoft Access, Crystal Reports, Filemaker, Alpha, QlikView, Python, or .Net. to create custom reports. How to Configure the ODBC driver In QuickBooks, select File then Utilities &gt; Set Up ODBC. Go to the General tab. Select Use the Company file that's now open in QuickBooks option. In the Data Source Name, enter QuickBooks Data. Click the Test Connection to QuickBooks button. Note: You must be signed in to your company file as "Admin" to be able to successfully run the test connection. When the message "Test Connection to QuickBooks Successful" appears, click OK, then choose Apply. Go to the Messages tab. Clear the Detail Tracing (Slow) checkbox (if enabled). Select the Display Optimizer Status Panel checkboxes (if disabled). (Optional) To view details of what QODBC is working on, select the Display Driver Status Panel. Note: When selected, QODBC detailed information will appear on a window above the system tray. This will show information such as the number of records processed and the current running activity in QODBC. It will also provide assessment of speed using optimized and non-optimized data, which will serve as an indicator if troublesh...
</description>
<pubDate>Mon, 19 Aug 2019 20:06:01 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/how-to-install-and-configure-the-quickbooks-enterprise-odbc/01/262241#M46
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-08-19T20:06:01Z</dc:date>
</item>
<item>
<title>
System requirements for QuickBooks 2018 and Enterprise Solutions 18.0
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/system-requirements-for-quickbooks-2018-and-enterprise-solutions/01/262436#M45
</link>
<description>
System requirements provides you the information needed to ensure your computer hardware, software, and operating system meet the minimum requirements for your version of QuickBooks Desktop. QuickBooks Pro/Premier 2018 and Enterprise 18.0 Operating Systems Windows 10, all editions including 64-bit, natively installed1 Windows 8.1 (Update 1) all editions including 64-bit, natively installed Windows 7 SP1 all editions including 64-bit, natively installed Windows Server 2016 Windows Server 2012 R2 Windows Small Business Server 2011&nbsp;Standard and Essentials Windows Server 2008 R2 SP1 Database Servers Windows: Windows Server 2016,&nbsp;Windows Server 2012 R2, Windows Server 2011 SP1, Windows Server 2008 R2 SP1, Windows 10, Windows 8.1 (update 1) or Windows 7 SP1 (Enterprise and Professional editions only), natively installed. Linux: When using QBES Database Server-only installation – OpenSuse 42.2, Fedora 25, Red Hat 7 (Update 3) 1Natively installed means it was installed on a particular system or environment that it was designed for. This also means that it doesn't need to run in a virtual environment or emulation software. Browser Requirement Internet Explorer 11 (32-bit) Hardware and Operating system requirements (client and server) Processor 2.4 GHz minimum RAM 4GB minimum, 8GB Recom...
</description>
<pubDate>Tue, 06 Aug 2019 21:45:36 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/system-requirements-for-quickbooks-2018-and-enterprise-solutions/01/262436#M45
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-08-06T21:45:36Z</dc:date>
</item>
<item>
<title>Set up email service</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/set-up-email-service/01/262134#M44
</link>
<description>
Learn how to set up your email service with QuickBooks Desktop. In QuickBooks Desktop, you can set up your email to send invoices, reports, and other transactions through Webmail or Outlook. Set up Outlook Before you get started, check the QuickBooks Desktop system requirements to make sure your Outlook is compatible with your version of QuickBooks Desktop. Create an Outlook email profile. (If you don't already have one.) Contact your ISP (Internet Service Provider) for the following information. Username Password Incoming email server address Incoming email server type Outgoing email server address Set up Outlook. If you are not seeing Outlook as an option in your QuickBooks Desktop, follow the steps in Outlook is missing in QuickBooks Desktop Send Forms preferences. From the QuickBooks Edit menu, choose Preferences, then select Send Forms. Select Outlook, then OK. Set up Secure Webmail Before you get started In newer versions of QuickBooks Desktop, you can use Secure Webmail for an easier and safer connection to your email provider. Unlike webmail, Secure Webmail works by linking your Intuit account to your webmail account. Once linked, you don't have to re-enter your password every time you send an email. QuickBooks Desktop versions that work with Secure webmail QuickBooks ...
</description>
<pubDate>Mon, 19 Aug 2019 21:44:29 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/set-up-email-service/01/262134#M44
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-08-19T21:44:29Z</dc:date>
</item>
<item>
<title>Create QuickBooks Desktop company file: Overview</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/create-quickbooks-desktop-company-file-overview/01/262505#M43
</link>
<description>
A QuickBooks Desktop company file contains financial records of a business. If you're just starting out with QuickBooks, the first thing you must do is create a company file. If you have an existing company file, upgrade the file or identify if it is the right time to start a new company file to replace your old file. Create QuickBooks Desktop company file: Overview Copy multiple transactions from one company file to another Create industry specific company file templates Export lists from old company file into a new data file Note: If you are a new to QuickBooks Desktop, you can use and play around sample company files to experiment and familiarize yourself with the program. Start a new QuickBooks Desktop company file from scratch Important: If you already have an existing company file saved on your computer and you want to create a new company file, make sure to use a unique name. If you use the same name for the new company file, it will override the existing company file and the data will be lost. Open QuickBooks Desktop. On the No Company Open window, select Create a new company. Select Express Start or Detailed Start. Express Start Fill out the necessary information in QuickBooks Setup window. Note: Select Help me choose to see a description for every business type and t...
</description>
<pubDate>Thu, 18 Jul 2019 14:50:45 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/create-quickbooks-desktop-company-file-overview/01/262505#M43
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-07-18T14:50:45Z</dc:date>
</item>
<item>
<title>Create a property management company</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/create-a-property-management-company/01/261631#M42
</link>
<description>
NOTE: This article uses the term "cheque", please be advised that it is applicable to all locations. QuickBooks Desktop allows you to set up a company file that lets you run your property management business and do tasks such as receiving and tracking rent from tenants, paying property owners and management companies, fees and overhead charges for property maintenance. REMINDERS These procedures work best if you are a property manager who needs to track multiple small to medium sized properties. If your property management business comprises several large properties, multiple residential complexes, or business offices, you may want to contact your trade organization to see if QuickBooks is right for you. In all cases, it is wise to check with your accountant who can help you customize QuickBooks for your particular needs. Laws and regulations relating to property management and their applications can vary widely based on the state, industry and/or the specific facts and circumstances involved. An accounting professional can provide specific advice tailored to your situation. Recommendations for setting up your business As a property manager, you are actually performing the duties of two different types of companies. For one company, you act as an agent on behalf of the propert...
</description>
<pubDate>Mon, 19 Aug 2019 21:45:09 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/create-a-property-management-company/01/261631#M42
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-08-19T21:45:09Z</dc:date>
</item>
<item>
<title>Learn the basics about QuickBooks File Manager</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/learn-the-basics-about-quickbooks-file-manager/01/261724#M41
</link>
<description>
QuickBooks File Manager is a standalone app for QuickBooks Accountant and QuickBooks Enterprise Accountant. It stores company files, together with usernames and passwords, in a secure environment. The app allows you to import client's QuickBooks files and easily upgrade from one QuickBooks version to another. You can access QuickBooks File Manager through an icon from your desktop or from the Accountant menu in QuickBooks Accountant Editions. Note: The Password Vault of the QuickBooks File Manager can be used to manage the complex passwords that many files now require. If the same list of files and their login/password is needed on multiple computers, the File Manager backup can be used and restored on other computers. What can you do in QuickBooks File Manager? Build a client list that creates a virtual view of your hard drive, groups clients’ QuickBooks files by type, and contains locations of clients’ company files. Save login information for your clients; QuickBooks files in the Password Vault lets you open a client's file from the client list and without looking up the login information. Upgrade multiple clients’ QuickBooks files to the latest version of QuickBooks in a batch. Create Groups of clients that you define. How does it work? It organizes client folders and comp...
</description>
<pubDate>Mon, 19 Aug 2019 21:44:47 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/learn-the-basics-about-quickbooks-file-manager/01/261724#M41
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-08-19T21:44:47Z</dc:date>
</item>
<item>
<title>
Import from QuickBooks Desktop and other software to QuickBooks Online
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/import-from-quickbooks-desktop-and-other-software-to-quickbooks/01/262338#M40
</link>
<description>
We've assembled some frequently asked questions regarding importing data from QuickBooks Desktop (or other applications) into QuickBooks Online using Intuit Data Services. Note: You may visit Convert QuickBooks Desktop file to QuickBooks Online to learn how to move your QuickBooks Desktop Data to QuickBooks Online without Intuit Data Services' assistance. How does the conversion process work? To start the conversion: Call Intuit at 1-888-829-8589 to set up your QuickBooks Online file. Complete the pre-conversion checklist before submitting your data for conversion. Complete our conversion form and upload a backup copy of your data. (Note: The conversion form is currently in English only.) We migrate your data and ask you to review the results using the post-conversion checklist for getting started with QuickBooks Online. Once you confirm you're happy with the results, you can start using your new QuickBooks Online company file. What software can be converted? Intuit Data Services can convert the Canadian versions of the following software: Acomba QuickBooks Desktop, 2009 - 2019 Sage 50 Accounting, 2010 - 2017 Xero Note: Intuit Data Services will only convert to the Canadian version of QuickBooks Online. How long will it take to transfer my data? We aim to complete your convers...
</description>
<pubDate>Fri, 19 Jul 2019 20:16:31 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/import-from-quickbooks-desktop-and-other-software-to-quickbooks/01/262338#M40
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-07-19T20:16:31Z</dc:date>
</item>
<item>
<title>Set up QuickBooks Web Connector</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/set-up-quickbooks-web-connector/01/262423#M38
</link>
<description>
Learn how to set up Web Connector, a QuickBooks Desktop add-on that enables integration between web-based applications and your QuickBooks Financial Software or QuickBooks Point of Sale. &nbsp; IN THIS ARTICLE What is QuickBooks Web Connector How to install QuickBooks Web Connector How to uninstall QuickBooks Web Connector How to add an application to QuickBooks Web Connector How to prevent QuickBooks Web Connector from opening when starting the computer &nbsp; What is QuickBooks Web Connector The QuickBooks Web Connector is a go-between application that allows qbXML and qbposXML to pass between a Web-based application (implementing a standard Simple Object Access Protocol [SOAP]-based web service interface) and QuickBooks financial software or QuickBooks Point of Sale. Communication with web services can be automatically scheduled or simply be initiated at the user's convenience. Adding a web service is as easy as downloading a file. The program requires a .qwc file, which is an XML file designed to interact with QuickBooks Desktop products and can be opened automatically by QuickBooks Web Connector. The QuickBooks Web Connector can be used with any QuickBooks Desktop product supported by the QuickBooks SDK or the QBPOS SDK, including: U.S. editions of QuickBooks Financial Software pro...
</description>
<pubDate>Thu, 18 Jul 2019 15:38:48 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/set-up-quickbooks-web-connector/01/262423#M38
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-07-18T15:38:48Z</dc:date>
</item>
<item>
<title>How to create an Intuit account</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/how-to-create-an-intuit-account/01/261345#M37
</link>
<description>
An Intuit account lets you easily manage and access any Intuit products connected to your email address, like QuickBooks Online and TurboTax. If your're new to Intuit, here's how to create an account. Go to&nbsp;<A href="https://accounts.intuit.com" target="_blank">https://accounts.intuit.com</A>. Right below the Sign In button, select Create an account. This takes you to the signup page. Enter your email address and phone. Note: If you see "This user ID is already taken" under your email address, it means an existing account already uses the email. You can choose to sign in or recover your account. Create your account password, and then confirm. Select Create Account. You now have an Intuit account! But to keep your account secure, make sure to check your email inbox. We sent you a link to verify your email address. Once your email is verified, go to <A href="https://accounts.intuit.com&nbsp;and" target="_blank">https://accounts.intuit.com&nbsp;and</A> sign in to your new account.
</description>
<pubDate>Thu, 01 Aug 2019 17:37:57 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/how-to-create-an-intuit-account/01/261345#M37
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-08-01T17:37:57Z</dc:date>
</item>
<item>
<title>An introduction to the home dashboard</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/an-introduction-to-the-home-dashboard/01/262026#M36
</link>
<description>
Learn more about your QuickBooks Online dashboard. Welcome to QuickBooks Online! When you first sign in to your QuickBooks Online account, you'll be directed to the homepage dashboard. Your dashboard displays an overview of your company, giving you a quick business update (like the status of your income and expenses, your bank accounts, and more). Note:&nbsp;If you're a new user, this content will be empty. But once you enter transactions, the dashboard updates, displaying a real-time overview of your company finances. Get to know your Home Dashboard From the dashboard, you can use Create ⨁ to do everyday tasks. If you don't see what you’re looking for on the menu, select Show&nbsp;to view more options. Some of the basic tasks you can perform when you select Create ⨁ are: Creating Invoices Adding Expenses Journal entry Note:&nbsp;The dashboard view may vary from one user at a company to another. QuickBooks Online determines what information it displays by each user’s access rights. &nbsp; Set up your company There are two ways to start your QuickBooks setup: Option 1: Go through the list of company settings and set them at once Go to Settings&nbsp;⚙ and choose&nbsp;Account and Settings (or Company Settings). Navigate using the sections on the left menu and edit as necessary. Option 2: Configure settings as...
</description>
<pubDate>Thu, 15 Aug 2019 23:01:02 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/an-introduction-to-the-home-dashboard/01/262026#M36
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-08-15T23:01:02Z</dc:date>
</item>
<item>
<title>
How to fix errors when converting from QuickBooks Desktop to QuickBooks Online
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/how-to-fix-errors-when-converting-from-quickbooks-desktop-to/01/262246#M35
</link>
<description>
Learn how to fix errors when you convert from QuickBooks Desktop to QuickBooks Online. Converting from QuickBooks Desktop to QuickBooks Online is quick and easy. But there are some errors that you may see during or after conversion. Here’s a list of common errors with resolutions. Error: Please delete all employees already entered in QuickBooks Online This happens when QuickBooks Online detects that you have activated payroll features, which may include Billing Hold, Direct Deposit Enrollment. How do I fix this error? For Windows&nbsp; users If you have payroll turned off in your Desktop file, but have payroll turned on in your QuickBooks Online subscription. To turn on Payroll for QuickBooks Desktop: From the Edit menu, select Preferences, then Payroll &amp; Employees. On the Company Preferences tab, select Full Payroll&nbsp;. Note:&nbsp; This error also occurs if there is no payroll info (employees &amp; pay cheques). Error: Your file is too big to export Check the file size of the QuickBooks Desktop file Open your company in QuickBooks Desktop. Press F2 or Ctrl+1 on your keyboard to open the Product Information window. Under File Information, check the File Size and the Total Targets. Import Limits The file can only have a maximum of 500,000 targets in order to import. &nbsp;How do I fix this? You can...
</description>
<pubDate>Thu, 01 Aug 2019 20:53:31 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/how-to-fix-errors-when-converting-from-quickbooks-desktop-to/01/262246#M35
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-08-01T20:53:31Z</dc:date>
</item>
<item>
<title>Download QuickBooks Desktop</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/download-quickbooks-desktop/01/262176#M34
</link>
<description>
Learn how to download QuickBooks Desktop. Are you ready to download QuickBooks Desktop?&nbsp;The following sections provide the download links you need to get started and answer some frequently asked questions. Download QuickBooks Desktop First, download the appropriate installation file for your product. To begin your installation, go to the&nbsp;Downloads &amp; Updates page&nbsp;to get the download link for the version of QuickBooks you purchased. ProAdvisors:&nbsp;Log into your QuickBooks ProAdvisor Centre&nbsp;to download your software Accountants:&nbsp;Log into CAMPS&nbsp;to download your software To download the installation file: From the Downloads &amp; Updates page, select your country, product, and version. If you don't know what version you use, see Not sure what version you use? Select Download. See How to Install QuickBooks Desktop ( for Windows) . Questions about downloading How do I find my license and product numbers? When you install QuickBooks, you'll need to enter your license and product number. Don't know them yet? To find your license and product number: If you subscribe to a monthly or annual product subscription: You should have received an email with your QuickBooks Desktop license number and product code. If you haven't received this email, check your junk mail folder. If you bought QuickBooks...
</description>
<pubDate>Fri, 16 Aug 2019 12:03:33 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/download-quickbooks-desktop/01/262176#M34
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-08-16T12:03:33Z</dc:date>
</item>
<item>
<title>
Set up folder and Windows access permissions to share company files
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/set-up-folder-and-windows-access-permissions-to-share-company/01/262280#M33
</link>
<description>
Every version of QuickBooks has a corresponding component that needs to be updated for QuickBooks to function in multi-user. Multi-user errors can be time-consuming to resolve. To help diagnose and fix these errors, download and run the QuickBooks File Doctor, which analyzes if your computer is properly set up for multi-user mode or not. &nbsp; Important It is highly recommended to read the entire article before performing any steps. Ensure the installation directories have the correct permissions. If you are running Microsoft Windows Home edition, the security tab may not be available in normal mode. Restart the computer in Safe Mode to complete the steps. Restart the computer and press F8 until the Advanced Boot window opens. On the Advanced Boot window, select Safe Mode and press Enter. The QBDataServiceUserXX depends on your version of QuickBooks Desktop. To investigate and resolve the error, Download and run the QuickBooks File Doctor, Example: QuickBooks Desktop 2018: QBDataServiceUser28, QuickBooks Desktop 2017: QBDataServiceUser27 Workstations that have hosting multi-user access enabled can inadvertently go into Alternate Hosting mode and take ownership of a company file. When this happens, other users will not be able to open the file. Set up folder Permissions Verify that...
</description>
<pubDate>Tue, 12 Mar 2019 10:16:50 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/set-up-folder-and-windows-access-permissions-to-share-company/01/262280#M33
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-03-12T10:16:50Z</dc:date>
</item>
<item>
<title>Export Data out of QuickBooks Online</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/export-data-out-of-quickbooks-online/01/262091#M31
</link>
<description>
Looking to export your data? QuickBooks Online gives you a few different methods depending on your goals. Looking to export data for anything including audit purposes to sharing it out to stakeholders? We have a new streamlined feature to simply download some of the most needed lists and reports to make this even easier. Looking for a continuous backup of your data? There are apps in the QuickBooks App store that provide this continuous backup.
</description>
<pubDate>Mon, 29 Jul 2019 21:01:36 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/export-data-out-of-quickbooks-online/01/262091#M31
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-07-29T21:01:36Z</dc:date>
</item>
<item>
<title>Test drive QuickBooks Online</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/test-drive-quickbooks-online/01/262272#M30
</link>
<description>
Are you a business owner interested in exploring all that QuickBooks Online has to offer? Or are you an existing QuickBooks Online user who wants to dive deeper into the features? Either way, you can take a test drive of QuickBooks Online by&nbsp;using our sample company demo. It's a great way to dive in and experiment with features and options you might not feel comfortable trying in your own QuickBooks Online account. Feel free to explore and experiment all you like since the demo system doesn't save any of the changes you make. Note:&nbsp;For countries that offer multiple versions of QuickBooks Online, it's a QuickBooks Online Plus account. Available QuickBooks test drives NOTE: Current QuickBooks Online Advanced Test drive does not have Smart Reporting enabled Canada English sample file:&nbsp; Canada French sample file:&nbsp; Note: The Test Environment is in a Plus level subscription and can't be downgraded to Essentials or EasyStart. Note: You must first enable cookies to continue. Security protections during your QuickBooks Online test drive To ensure your security during test drives, we don't allow bank connections in sample companies. This security protection doesn't affect regular accounts so if you need to test online banking functionality, you can use either an active or trial QuickBoo...
</description>
<pubDate>Fri, 19 Jul 2019 20:16:58 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/test-drive-quickbooks-online/01/262272#M30
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-07-19T20:16:58Z</dc:date>
</item>
<item>
<title>Move your data to QuickBooks Online</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/move-your-data-to-quickbooks-online/01/262214#M28
</link>
<description>
Find answers to frequently asked questions about moving your data to QuickBooks Online. In QuickBooks online, you can transfer data from your previous accounting program so it's easier to get started. If you want to move from QuickBooks Desktop to QuickBooks Online, get more help here. What information do you need to start the conversion process? To start the conversion process, you need the following: Your details Your previous data file.&nbsp;Note: If your file is password protected, include your login credentials. Your QuickBooks Online account.&nbsp;Note: If you don’t have an account, we can create it for you. How long will it take to transfer my data? Once we receive your data file, the conversion takes 3-5 business days. How much does the service cost? Intuit Data Services offers to move your data free of cost. What software can be converted? Currently, we offer conversion services for the software versions listed below: Sage 50 Accounting 2010 - 2016 (Beta) Xero Acomba Learn how to transfer Xero, Sage or QuickBooks Desktop data to QuickBooks Online with Intuit Data Services.
</description>
<pubDate>Thu, 01 Aug 2019 19:15:31 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/move-your-data-to-quickbooks-online/01/262214#M28
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-08-01T19:15:31Z</dc:date>
</item>
<item>
<title>
What to do after converting from QuickBooks Desktop for Windows or Mac to QuickBooks Online
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/what-to-do-after-converting-from-quickbooks-desktop-for-windows/01/262406#M27
</link>
<description>
Here are some things you should do after converting your QuickBooks Desktop file to QuickBooks Online to ensure a smooth migration. We highly suggest you keep your data file in QuickBooks Desktop and maintain your transactions on both sets of books until you determine QuickBooks Online is right for your business. Check The QuickBooks Guide to Converting QuickBooks Desktop to QuickBooks Online for additional information and insights about converting your data file Verify and compare your financial reports To make sure data was transferred successfully, compare the Profit and Loss and Balance Sheet standard reports in QuickBooks Online and Desktop. Check the AR and Undeposited Funds account balances individually when comparing the reports. Learn what doesn’t come over from QuickBooks Desktop to Online. When running your reports, make sure: The date is set to "All Dates" in both products. Your accounting method is set to accrual. Expected report discrepancies: Cash basis - Reports may not necessarily match using this accounting method. This is because QuickBooks Desktop and Online don't consider transactions as paid the same way. Inventory recalculation - Your reports may not match up if you imported your inventory information due to FIFO recalculations that may have taken place....
</description>
<pubDate>Wed, 21 Aug 2019 19:28:16 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/what-to-do-after-converting-from-quickbooks-desktop-for-windows/01/262406#M27
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-08-21T19:28:16Z</dc:date>
</item>
<item>
<title>
Move lists and balances from QuickBooks Online to QuickBooks Desktop
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/move-lists-and-balances-from-quickbooks-online-to-quickbooks/01/262416#M26
</link>
<description>
Learn how to move your customers, suppliers, products and services, and accounts from QuickBooks Online to QuickBooks Desktop. We’ll also help you transfer the open balances of your customers, suppliers, and accounts to your desktop file. If you need a hand moving from QuickBooks Online to Desktop, we’re here to help. Here’s how to move your lists and balances to your new desktop file, so you can spend less time on data entry. Already cancelled your QuickBooks Online? Don’t worry. You still have access to your data for a year—plenty of time to move everything you need. Note: Before you proceed, talk to your accountant. Make sure this is the right step for you. And if it is, work with your accountant to save time. Move your accounts, customers, suppliers, and opening balances Keep in mind that this won’t bring over transactions associated with your customers, suppliers, or accounts, just their current open balances in QuickBooks Online. Step 1: Export account, customer, and supplier list reports to Excel Sign in to your QuickBooks Online company as an admin. Go to Reports, then search and open "Account List," "Customer Contact List," or "Supplier Contact List." Scroll to the top of the report and select Customize. Select Rows and Columns and then Change columns. Select and reor...
</description>
<pubDate>Thu, 18 Jul 2019 18:55:01 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/move-lists-and-balances-from-quickbooks-online-to-quickbooks/01/262416#M26
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-07-18T18:55:01Z</dc:date>
</item>
<item>
<title>Keyboard shortcuts for QuickBooks Online</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/keyboard-shortcuts-for-quickbooks-online/01/262475#M24
</link>
<description>
Using keyboard shortcuts to speed up navigation within QuickBooks Online is easy. These shortcuts will work in the following browsers: Internet Explorer Firefox Chrome (except where noted) Note: Mac users can try these shortcuts using the CMD ⌘ key instead of Alt or CTRL when noted below. You can access the quick reference guide within QuickBooks Online: To access this screen,&nbsp;simply hold&nbsp;Control + Option (Alt) + ?&nbsp;(for Mac). Keyboard shortcuts available in QuickBooks Online How to open a second window For Internet Explorer: Press Ctrl + N. (Note: You will be signed in to the existing company on both windows.) For Firefox: Press Ctrl + N. (Note: You won't be signed in to the second window but will remain signed in to the first one. The&nbsp;second window will allow you to log in to the existing company so that you may work using both screens.) For Chrome: Press Ctrl + N. (Note: If you go to QuickBooks Online in that window you will be signed in to the existing company.) How to search for text in a window CTRL + F&nbsp;(works in Internet Explorer, Firefox, and Chrome, and Internet Explorer) will bring up a pop-up window to do the search. Firefox opens a Find toolbar on the bottom of your screen. Chrome opens a search field at the top right of the screen. How to enter dates Next day + (pl...
</description>
<pubDate>Wed, 31 Jul 2019 07:19:53 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/keyboard-shortcuts-for-quickbooks-online/01/262475#M24
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-07-31T07:19:53Z</dc:date>
</item>
<item>
<title>
Common questions about importing data to QuickBooks Online
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/common-questions-about-importing-data-to-quickbooks-online/01/262523#M23
</link>
<description>
We’ve assembled some frequently asked questions about importing data to QuickBooks Online. What information can I import to QuickBooks Online? You can import the following information to QuickBooks Online: Customers Suppliers Accounts Products and Services What file format can I use to import information to QuickBooks Online? You can use either CSV (Comma Separated Values) or XLS/XLSX to import information to QuickBooks Online. Consider the following: CSV:&nbsp;A common file format used for text files that contain tabular data. In CSV files, each field of text is separated by a comma, semi-colon, or other special characters. XLS/XLSX:&nbsp;XLS is the file format of Microsoft Excel 1997-2003; Microsoft Excel 2007 and newer use the XLSX file format. What if I have data from multiple sources? You can import content from multiple sources. For example, if you have a list of contacts in Excel (XLS/XLSX) and some in Outlook (CSV) just go through the import process for each source. Why is the first row of my spreadsheet not imported? QuickBooks Online uses the first row of your spreadsheet for mapping and doesn't import its content. If you need the information from the first row of your file, add a header row to your spreadsheet, or duplicate the first line before importing the file. Why can't ...
</description>
<pubDate>Thu, 25 Jul 2019 20:39:24 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/common-questions-about-importing-data-to-quickbooks-online/01/262523#M23
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-07-25T20:39:24Z</dc:date>
</item>
<item>
<title>
Move your QuickBooks Desktop file to QuickBooks Online
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/move-your-quickbooks-desktop-file-to-quickbooks-online/01/262153#M21
</link>
<description>
Learn how to import your QuickBooks for Windows company file to QuickBooks Online. No need to start over again—just convert your desktop file to a QuickBooks Online company, and you’re done. Step 1: Get your desktop file ready Note: You can only move a company file within 60 days after signing up to QuickBooks Online. We recommend moving over your lists instead of your company file if you already set up payroll in QuickBooks Online. Some of your lists and reports won't be converted because of feature differences. Make sure QuickBooks is up-to-date. On your keyboard, press Ctrl+1 then make sure your Total Targets is less than 350,000. If it's not, send your file to our Data Migration team so we can help convert your file. Print a copy of your Sales Tax Liability report. You'll need it to enter adjustment entries after your move. Go to the Reports menu, then select Suppliers &amp; Payables. Select Sales Tax Liability. From the Dates▼drop-down, select All. At the top, from the Print▼drop-down, select Save as PDF. Choose the folder you want to save it in, name the file, and select Save. Step 2: Import your desktop file to QuickBooks Online Note: You need to use a trial version to convert your file if you’re using a version older than 2016. QuickBooks Desktop Pro or Premier Log in as a...
</description>
<pubDate>Thu, 22 Aug 2019 16:41:57 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/move-your-quickbooks-desktop-file-to-quickbooks-online/01/262153#M21
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-08-22T16:41:57Z</dc:date>
</item>
<item>
<title>
What isn't imported when you move from QuickBooks Desktop to QuickBooks Online?
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/what-isn-t-imported-when-you-move-from-quickbooks-desktop-to/01/262488#M20
</link>
<description>
Find out what data are not imported when you convert from QuickBooks Desktop to QuickBooks Online to help you decide if QuickBooks Online is the right fit for your business. Most of your company data will be transferred when you move from QuickBooks Desktop to QuickBooks Online. Some of the information that won't be imported during the conversion process includes: Reconciliation reports Recurring credit card charges Reports Audit trail To keep you up and running in QuickBooks Online, here are the details on how to prepare your information in each of the 4 categories. Important: We don't recommend Quickbooks Online for QuickBooks Desktop users who need the following features: Sales Orders Fixed Asset Tracking with Fixed Asset Manager Price Levels Estimate to Actual Reporting Balance Sheet by class for non-profit organizations that deal with Permanent and Temporary Restricted assets However, if you choose to use QuickBooks Online, you may be able to find an App that can integrate these features with QuickBooks Online. Check out Apps.com (currently available only in English) to see a full list. QuickBooks Desktop data that won't be imported during conversion Reconciliation reports Save your reconciliation reports in QuickBooks Desktop to access them later. In QuickBooks Online, j...
</description>
<pubDate>Thu, 18 Jul 2019 21:22:53 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/what-isn-t-imported-when-you-move-from-quickbooks-desktop-to/01/262488#M20
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-07-18T21:22:53Z</dc:date>
</item>
<item>
<title>Configure firewall security settings for Desktop</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/configure-firewall-security-settings-for-desktop/01/262400#M17
</link>
<description>
Learn how to&nbsp;configure firewall security settings for QuickBooks Desktop. You may encounter errors if your firewall blocks internet access needed for specific QuickBooks programs or files. Updating your firewall to the latest release may resolve the issue. Or you may need to manually configure your firewall software. We show you how. Configure firewall ports automatically Running the QuickBooks File Doctor automatically opens firewall ports. This tool can be used to configure the Windows Firewall. See QuickBooks File Doctor: Fix your company file or network for more information. Configure firewalls manually QuickBooks Desktop 2019 now uses dynamic ports.&nbsp;These are specific firewall ports (not a range) assigned during installation to ensure QuickBooks Desktop uses a given port exclusively. The port format for QuickBooks Desktop 2019 is 8019, XXXXX; where XXXXX is the port number specifically assigned. Get the dynamic port number for QuickBooks 2019 Open QuickBooks Database Server Manager. On the Port Monitor tab, find QuickBooks Desktop 2019. Take note of the Port Number, which is what you will use for your firewall port exception. Things to know A port assignment can be changed by selecting Renew.&nbsp;However, you will have to go to the Scan Folders tab and select&nbsp;Scan Now to re-s...
</description>
<pubDate>Wed, 14 Aug 2019 07:47:21 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/configure-firewall-security-settings-for-desktop/01/262400#M17
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-08-14T07:47:21Z</dc:date>
</item>
<item>
<title>Download a trial of QuickBooks Desktop</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/download-a-trial-of-quickbooks-desktop/01/262015#M16
</link>
<description>
Learn how to download a trial version of QuickBooks Desktop. If you’d like to try QuickBooks Desktop before you buy it, you can download a free 30-day trial. Note:&nbsp;If you’re looking for a trial of QuickBooks Online, see our QuickBooks online trial page. 30-day trials of QuickBooks Desktop Select the link for the version you want to use. Save the install file somewhere you can easily find it, like your Windows Desktop. Before you start, make sure your computer meets minimum requirements to install QuickBooks. QuickBooks Desktop Pro 2019 QuickBooks Desktop Premier 2019 QuickBooks Desktop Premier Accountant 2019 QuickBooks Desktop Enterprise Solutions 19.0
</description>
<pubDate>Fri, 26 Jul 2019 16:15:24 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/download-a-trial-of-quickbooks-desktop/01/262015#M16
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-07-26T16:15:24Z</dc:date>
</item>
<item>
<title>How to fix Error H202 and H505</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/how-to-fix-error-h202-and-h505/01/262024#M15
</link>
<description>
Learn what&nbsp;Error H202 and H505 are and what to do if you see them in QuickBooks Desktop. If you see Error H202 or H505 (or H101 and H103) when trying to switch into multi-user mode, we’re here to help. These errors mean something is blocking the multi-user connection to your server. We'll show you how to fix the issue. Find out more about hosting your QuickBooks company files. Fix Error H202 Step 1: Follow steps depending on the way you host your company files Hosting your own network If you haven’t already, follow the steps to install QuickBooks Database Server Manager on your server for each version of QuickBooks you use. Your server is the computer that hosts your company files. After you install Database Server Manager, continue with the sections below. There are two ways to set up QuickBooks Database Server Manager: The Full Program option: You install the full version of QuickBooks Desktop and Database Server Manager on your server computer. The Server Only option: You only install Database Server Manager on your server computer. Hosting your own network with Windows Server 2012 Essentials R2 Follow these steps if you use Windows Server 2012 Essentials R2, to host hour network.&nbsp;Don’t continue with the sections below. Using QuickBooks Enterprise Hosting If you use QuickBo...
</description>
<pubDate>Wed, 21 Aug 2019 21:06:29 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/how-to-fix-error-h202-and-h505/01/262024#M15
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-08-21T21:06:29Z</dc:date>
</item>
<item>
<title>
Resolve Problems Opening QuickBooks Desktop or your Company File
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/resolve-problems-opening-quickbooks-desktop-or-your-company-file/01/262451#M14
</link>
<description>
If you are having problems opening QuickBooks Desktop, this is a great place to start troubleshooting! Learn to resolve issues related to opening the QuickBooks program or specific QuickBooks company file to get you back to business in no time. Before You Start Troubleshooting Before troubleshooting the company file, make sure the issue is related to the company file rather than the program itself. Also, make sure that QuickBooks is updated to the latest release. See Update QuickBooks Desktop to the latest release. Press and hold the Ctrl key while double clicking the QuickBooks Desktop icon. Note: Do not let go of the Ctrl key until you have the No Company Open window in QuickBooks. If the program fails to open while holding the Ctrl key, see QuickBooks Desktop does not start for steps to resolve, as the following will not help. If the program does open, proceed below. Verify that only one computer is hosting your company file. Turn off hosting in all computers aside from the server. From the QuickBooks File menu, select Utilities. Select Stop hosting multi-user access. Quick tip: If you see anything other than Stop hosting multi-user access, it mean s hosting is currently turned off on that computer. Once you verify that hosting is disabled, proceed below. Make sure that you...
</description>
<pubDate>Thu, 18 Jul 2019 18:06:35 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/resolve-problems-opening-quickbooks-desktop-or-your-company-file/01/262451#M14
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-07-18T18:06:35Z</dc:date>
</item>
<item>
<title>Import transactions from other sources</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/import-transactions-from-other-sources/01/261605#M13
</link>
<description>
You can import transactions from sources other than your connected bank accounts using a .CSV&nbsp;(comma-separated values) file. Most banks allow you to export transactions to this file type. If you've been using a spreadsheet to track transactions, you can save or export the file to .CSV format. To import your .CSV file Select the Gear icon at the top. Select&nbsp;Imports. Select Import older transactions on the right for the account you want the transactions to belong to. Follow the instructions onscreen to finish importing your data. Select Import. See import older transactions in the mobile app&nbsp;if you wish to import the transactions through the mobile app.
</description>
<pubDate>Wed, 21 Aug 2019 21:06:17 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/import-transactions-from-other-sources/01/261605#M13
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-08-21T21:06:17Z</dc:date>
</item>
<item>
<title>Install QuickBooks Desktop on a Terminal Server</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/install-quickbooks-desktop-on-a-terminal-server/01/262448#M10
</link>
<description>
Learn how to install QuickBooks Desktop on a terminal server. Terminal server lets you install QuickBooks Desktop on a central server instead of individual computers. Once connected to the server, multiple users can access the company file on a remote computer. Important: Phone support is provided for QuickBooks Desktop Enterprise Solutions only, however the following system-related issues are not supported. Setting up, configuring, or enabling terminal services Enabling clients to connect to the server User permission issues for server connections Issues with terminal server connections (example: connecting to the server or dropping connection) Latency or slow performance issues Before you proceed, check the QuickBooks Desktop system requirements to see the compatibility with your server and log in as a Windows user with Admin rights. Close all running applications. On your keyboard, press Windows+R to open the Run command. Type CMD, then select OK to open the Command Prompt. To change the User Mode, type change user /install, then press Enter. Download and install QuickBooks Desktop. Reopen the Command Prompt. Type change user /execute to change to Execute mode, then press Enter.
</description>
<pubDate>Thu, 18 Jul 2019 14:01:37 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/install-quickbooks-desktop-on-a-terminal-server/01/262448#M10
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-07-18T14:01:37Z</dc:date>
</item>
<item>
<title>Import and export employee data</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/import-and-export-employee-data/01/261550#M9
</link>
<description>
Learn about importing and exporting employee information with QuickBooks Online. When managing employee information, there are a few things you need to know. We discuss the importing and exporting of this essential company data below. Importing employee data:&nbsp; You can't import employee information from another application. When you convert a company file from QuickBooks Desktop&nbsp;to form a new QuickBooks Online company, the conversion includes employee contact information, but not payroll data. Exporting employee data:&nbsp; You can export employee information by creating a report and exporting it to Microsoft Excel.
</description>
<pubDate>Thu, 18 Jul 2019 17:16:24 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/import-and-export-employee-data/01/261550#M9
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-07-18T17:16:24Z</dc:date>
</item>
<item>
<title>Install QuickBooks Database Server Manager</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/install-quickbooks-database-server-manager/01/262473#M8
</link>
<description>
Learn how to set up QuickBooks Database Server Manager in QuickBooks Desktop. QuickBooks Database Server Manager lets you share your company files with other computers over your network. It also helps you monitor your multi-user network. When you set up a network, you need to have QuickBooks Database Server Manager running so users can access your company files. Before you start, learn more about setting up networks for QuickBooks Desktop. Note: You'll need a Database Server Manager to run multi-user access. This lets multiple users work on the same company file at the same time. If you don't plan to use multi-user access, you don't need the Database Server Manager. Step 1: Download Database Server Manager Database Server Manager is a part of the QuickBooks Desktop file. If you haven't already, download QuickBooks Desktop. Step 2: Install Database Server Manager Install Database Server Manager on your server computer. This is the computer that hosts your company files. Important: If you're an accountant or someone who hosts multiple versions of QuickBooks Desktop on your network, install them in order. Install the oldest version first and end with the most recent. Close all open programs on your server computer, including QuickBooks. Open the install file you downloaded. It's ...
</description>
<pubDate>Wed, 14 Aug 2019 09:25:55 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/install-quickbooks-database-server-manager/01/262473#M8
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-08-14T09:25:55Z</dc:date>
</item>
<item>
<title>
System requirements for QuickBooks 2017 and Enterprise Solutions 17.0
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/system-requirements-for-quickbooks-2017-and-enterprise-solutions/01/262497#M6
</link>
<description>
System requirements provides you the information needed to ensure your computer hardware, software, and operating system meet the minimum requirements for your version of QuickBooks Desktop. Specific Requirements QuickBooks Pro/Premier 2017 and Enterprise 17.0 Operating Systems Windows 10, all editions including 64-bit, natively installed1 Windows 8.1 (Update 1) all editions including 64-bit, natively installed Windows 7 SP1 all editions including 64-bit, natively installed Windows Server 2012 R2 Windows Server 2011 Important: Windows Server 2011&nbsp;is only supported with QuickBooks Desktop 2017 R4 (and above) and QuickBooks Desktop Enterprise 17.0 R4 (and above). Windows Server 2008 R2 SP1 Database Servers Windows: Windows Server 2012 R2, Windows Server 2011, Windows Server 2008 R2 SP1, Windows 10, Windows 8.1 (update 1) or Windows 7 SP1 (Enterprise and Professional editions only), natively installed. Important: Windows Server 2011&nbsp;is only supported with QuickBooks Desktop 2017 R4 and QuickBooks Desktop Enterprise 17.0 R4. Linux: When using QBES Database Server-only installation – OpenSuse 42.1, Fedora 23, Red Hat 7 (Update 2) 1Natively installed means it was installed on a particular system or environment that it was designed for. This also means that it doesn't need to run in ...
</description>
<pubDate>Thu, 18 Jul 2019 15:38:29 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/system-requirements-for-quickbooks-2017-and-enterprise-solutions/01/262497#M6
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-07-18T15:38:29Z</dc:date>
</item>
<item>
<title>
Post conversion checks for getting started with QuickBooks Online
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/post-conversion-checks-for-getting-started-with-quickbooks/01/261774#M5
</link>
<description>
Although we try to make the data conversion as comprehensive as possible, there are still a few tasks you'll need to perform before you start using QuickBooks Online. It's best to complete these&nbsp;as soon as possible, before you make any&nbsp;changes to the data or enter&nbsp;new transactions. To perform these tasks, you'll need to be the Master Administrator of&nbsp;the QuickBooks Online company. If&nbsp;you created the&nbsp;QuickBooks Online company&nbsp;yourself, you're already the Master Administrator. If you are not currently the Master Administrator, you'll need to be invited.&nbsp;When you receive an email inviting you to become the Master Administrator, select the Accept link in the email and sign in using your QuickBooks Online credentials. 1. Check&nbsp;your data by comparing reports We suggest you compare the below&nbsp;reports in QuickBooks Online and in QuickBooks Desktop to ensure that your data was transferred correctly. To verify your reports, run the reports by "All Dates" and set your accounting method to Accrual in both QuickBooks Online and QuickBooks Desktop, even if you currently work on a Cash basis. Balance Sheet Report Trial Balance – All Dates Customer Balance Summary – All Dates Supplier Balance Summary – All Dates Sales Tax Summary Report for the most recent&nbsp;period Any other reports you’d like t...
</description>
<pubDate>Thu, 22 Aug 2019 18:20:40 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/post-conversion-checks-for-getting-started-with-quickbooks/01/261774#M5
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-08-22T18:20:40Z</dc:date>
</item>
<item>
<title>How to enter historical information</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/how-to-enter-historical-information/01/262042#M3
</link>
<description>
You should enter past sales and Accounts Receivable (A/R) &nbsp;transactions, as well as past supplier transactions, first before entering any past cheque&nbsp;or bank transactions.&nbsp;QuickBooks Online&nbsp;updates your bank balance as you enter payments received from customers and payments to suppliers. Ways to enter past sales and A/R transactions There are two ways to enter past sales and A/R transactions. Both methods ensure accurate reporting. Chronologically&nbsp;&nbsp;Enter transactions (charges, invoices, credits, payments) in the same order they were created or received. This method creates a record of all the invoices you sent. In Batches&nbsp;&nbsp;If you don't have time to record your charges in order you can record them in batches: Enter all charges and credits that customers already know about, followed by payments received. Print a single invoice for each customer to clear their invoice record of the past activity. Enter remaining charges and credits you haven't informed customers of and then start sending real invoices. This method doesn't leave a record of invoices you sent. &nbsp; Record historical supplier transactions Enter your past supplier transactions in the following order so that you can properly apply the credit and the payment to the bill, just as you do in normal recording: Note: The "Easy...
</description>
<pubDate>Thu, 22 Aug 2019 19:59:02 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/how-to-enter-historical-information/01/262042#M3
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-08-22T19:59:02Z</dc:date>
</item>
<item>
<title>
Conversion check list for converting your files into QuickBooks Online
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/conversion-check-list-for-converting-your-files-into-quickbooks/01/261759#M2
</link>
<description>
Preliminaries - Prior to Conversion submission There are a few tasks you should perform to ensure your legacy file is in as ‘clean’ a state as possible prior to converting it to QuickBooks Online. Note:&nbsp;If you are converting your file from QuickBooks Desktop to QuickBooks Online, it's&nbsp;best to complete these steps in QuickBooks Desktop before you start the conversion process. Quotes: Close or finalize Purchase orders: Close or finalize Unbilled Activity: Delete or finalize Delete any accounts that were&nbsp;never used in the Chart of Accounts. They&nbsp;may be set to inactive status now, but they should also be deleted. Run a Payroll Report for dates of current compliance (month to date) if converting mid reporting period Print off full Employee info details and current leave balances Print off year-to-date (YTD) balances for Gross Wages, PAYG W, and Superannuation by Employee Archive reports run on Accruals Basis, all Dates Trial Balance Balance Sheet Profit &amp; Loss Report Accounts Receivable Aging (&amp; Detail) Accounts Payable Aging (&amp; Detail) General Ledger (Optional but recommended) Preliminaries &nbsp;- New QBO file setup Create a new Company file from global.intuit.com and select your region. Sign up for a product that best fits your business (Plus, Essentials, etc.). Follow the welcome in...
</description>
<pubDate>Thu, 18 Jul 2019 17:18:51 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/conversion-check-list-for-converting-your-files-into-quickbooks/01/261759#M2
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-07-18T17:18:51Z</dc:date>
</item>
<item>
<title>Explore your file</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/explore-your-file/01/261760#M1
</link>
<description>
After you open the fixed company file, run reports in both the fixed and old file and compare the information to see if there are missing transactions. Remember! Some transactions may cause file damage. They have to be deleted to get your file back up and running. A high level description of the file issues and the steps taken to fix them is detailed in ReadMe.doc. Here are the reports you can use to review your fixed data. Before running these reports, set the Dates to All and Report Basis to Accrual. Trial Balance Go to the Reports menu. Select Accountant &amp; Taxes, then Trial Balance. General Ledger Go to the Reports menu. Select Accountant &amp; Taxes, then General Ledger. Balance Sheet Go to the Reports menu. Select Company &amp; Financial, then Balance Sheet Standard. Profit and Loss Go to the Reports menu. Select Company &amp; Financial, then Profit &amp; Loss Standard. A/R Aging Summary Go to the Reports menu. Select Customers &amp; Receivables, then A/R Aging Summary. A/P Aging Summary Go to the Reports menu. Select Suppliers &amp; Payables, then A/P Aging Summary. To recreate a missing transaction, open the ReadMe.doc file to see the transaction details.
</description>
<pubDate>Wed, 14 Aug 2019 19:13:39 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/explore-your-file/01/261760#M1
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-08-14T19:13:39Z</dc:date>
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