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Wells Fargo & QuickBooks Bank Feeds status update

Wells Fargo Bank Feed Issues I have news to share regarding the issues we’re seeing out of those bank connections. Wells Fargo has reported that users are currently unable to download CSV transaction files from their website if the person is aSecondary(orDelegate) user. Any files obtained are blank and contain no transactions. At this time, only thePrimary user […]

QuickBooks Online (QBO) Bill Pay timing

First Time Paying Bills When first starting with the Bill Pay service, allow 4 banking days for both bank transfers and mailed checks. After 5 completed payments, payment timing will accelerate (for example, bank transfers under $5,000 will arrive in 2 banking days).   Paying a Bill Enter details on the bill and schedule a […]

QuickBooks Online and Wells Fargo Bank feed problems

Wells Fargo transactions are reversed or I’m getting Error 105 when trying to refresh What is wrong with the Wells Fargo connection?  Currently transactions downloaded from Wells Fargo have the possibility to reverse money spent and received. This means these transactions should not be accepted into QuickBooks Online because it will result in them negatively […]

Security upgrade needed for uninterrupted QuickBooks (desktop) services

Action required: Security upgrade needed for uninterrupted QuickBooks services Effective June 1, 2018, all services within QuickBooks Desktop will need to meet updated system requirements. These industry standard security requirements will provide greater security and stability with TLS 1.2, an internet security protocol. To learn more about TLS 1.2, click here. How does this impact you? […]

Small Business Marketing Articles

Small Business Marketing Articles https://www.bizjournals.com/bizjournals/feature/small-business-marketing/2017

Add the weather to new Google Calendar (2018)

If you miss having the weather forecast showing on Google Calendar since the new redesign, you are not alone. There are many complaining on the Google Product Forums. Here’s a work around we found that a commenter posted to add a 10-day weather forecast to the web browser version of Google Calendar. Replace 57702 in the link […]

Canceling a QuickBooks Online (QBO) Account Subscription

Cancelling your QuickBooks Online Subscription will also cancel your Payroll Subscription. Ensure that your e-payments and direct deposits are cleared before cancelling. What we recommend you do before cancelling Print all QuickBooks Online forms or reports that you might need. Export your data to QuickBooks Desktop To cancel your paid subscription Important: Subscription cancellation is not […]

Exporting QuickBooks Online (QBO) data

You can use data export to move your QuickBooks Online (QBO) information to another version of QuickBooks. Check out this help document to learn how. https://help.quickbooks.intuit.com/en_US/kb/exporting-from-online-desktop/000002323_en_US:SALESFORCE.modal  

How to save to a sub-folder on a Mac

When the save dialog box is open, click the triangle/arrow button next to (just to the right of) the file name. This will open up a larger window that looks like Finder and allow you to navigate to the appropriate sub-folder.

Google Drive going away – replacement options

The Google Drive app for PC and Mac is being shut down in March 2017, however the Google drive service will remain operational – how you access it will change due to some feature changes. Consumer app: Backup and Sync. The replaces the standalone Google Drive and the Google Photos Uploader app. Very similar functionality […]

Video Tutorial to create mailing lists from QuickBooks Online for mail merge.

It’s that time of the year where many need a Customer Mailing List to send out Christmas Cards. There’s no function for that in QuickBooks Online, so we created a video to show you how to export that information from existing reports that can be used for a mail merge. The video shows you how […]

How to create a mailing list from QBO (QuickBooks Online)

1. In QBO > Reports > Review Sales> Sales By Customer Summary to determine active customers in current year. 2. Inactivate Customers not on list. 3. In QBO > Reports > Review Sales> 4. Click Customize link on Customer Contact List 5. When the report comes up, click the triangle to next to Rows/Columns to expand […]

ACH fee increasing to $1 for QuickBooks desktop users on 9/1/17

ACH fee increasing to $1 for QuickBooks desktop users on 9/1/17. QuickBooks Online, GoPayment and Point of Sale customers are not impacted.

Securely Deleting Accounting Files

When you delete QuickBooks, bank statements, accounting source documents, or any other files from a hard disk (Windows or Mac), the storage space that the files occupied is available for reuse, meaning new files can use that space, thus overwriting the old file with new data. However, until that occurs, the deleted files are still […]

QuickBooks Online Launches New Navigation

Intuit has announced that based on user feedback, they are rolling out some navigation changes to QuickBooks Online. Here’s some highlights: Home is now called “Dashboard”, but will be the same. “Banking” is moving to the top of your navigation bar and Bank Rules is getting its own tab. Customers, Products and Services will now […]

QuickBooks 2017 R5 Problems with add-ons

QuickBooks 2017 R5 Problems

QuickBooks for Mac 2016 will be the last version for Mac

Intuit announced today that they will not be releasing a new version of QuickBooks Desktop for Mac. QuickBooks Desktop for Mac 2016 will be the last version available and will be supported until May 31, 2019. This does not affect the 2018 Windows versions of QuickBooks Desktop Pro and Premier.

How to fix QuickBooks Online invoices and statements caught in spam

QuickBooks Online sends invoices and statements from Intuit’s email servers using the email address quickbooks@notification.intuit.com or quickbooks-email@intuit.com. Some recipients have been complaining about not receiving these documents, and consequently not paying their invoices timely. Recipients should look in their ‘spam‘ and ‘junk‘ folders (sometimes two different folders) for the missing emails. If found, then the recipient needs to mark the email(s) […]

How to adjust vendor check alignment in QBO (QuickBooks Online)

1. Make sure the latest version of Adobe Acrobat Reader is installed. 2. Go to Transactions on the left navigation panel and click Expenses. 3. Click the Print Checks button in the upper right-hand corner. 4a. If you ARE presented with Print checks setup asking to select the type of check that you are using, do […]

Support for QuickBooks 2014 (Windows and Mac) ends after 5/31/2017

If you are using QuickBooks 2014 (Windows and Mac) then you won’t be able to use certain services and features after May 31, 2017. While the basic program will work, any add-on features like payroll (any level will not be updated with current tax tables), ViewMyPaycheck, live tech support, Online Backup, and Online Banking will […]

QuickBooks Online Known Error – Existing Invoices with Billable Expenses

This is a known error in QuickBooks, so a fix should be out shortly, so this may or may not apply to you. The Billable Expenses error happens when trying to add Additional Billable Expenses to an Existing Invoice. There is no problem adding to a new invoice. Here are two work-arounds until Intuit fixes […]

QuickBooks 2017 scheduled to be released 9/19/16

QuickBooks 2017 is scheduled to be released 9/19/16. This version is mostly refinement of existing features, little things that make it more user friendly for day to day users. Depending on your usage, your mileage will vary on the enhancements. For those that use QuickBooks in multi-user mode, you will be delighted that some functionalities that used […]

What to do if your QuickBooks Online (QBO) Invoices are going to your customers’ spam folder

There’s a new option for sending an invoice within QuickBooks Online (QBO), named “Share Invoice Link“. This function was created to help those users whose invoices ended up in their customers’ spam due to the email being sent through Intuit’s servers instead of their own. With the “Share Invoice Link” function, you can grab a link that you […]

QuickBooks Online (QBO) will be down for maintenance on 6/11/2016 between 9pm and 10pm PT

QuickBooks Online (QBO) will be down for maintenance on 6/11/2016 between 9pm and 10pm PT  

8 FAQs about EMV credit cards

Source: http://www.creditcards.com/credit-card-news/emv-faq-chip-cards-answers-1264.php 8 FAQs about EMV credit cards Chip? PIN? Signature? Will old cards work? Answers to frequently asked questions By Sienna Kossman Read more: http://www.creditcards.com/credit-card-news/emv-faq-chip-cards-answers-1264.php#ixzz3d0qyY8gW Follow us: @CreditCardsCom on Twitter | CreditCards.com on Facebook Compare credit cards here – CreditCards.com The nationwide shift to EMV is well underway. EMV — which stands for Europay, MasterCard […]