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How to fix missing set as default button in Windows 10

With Windows 10, Microsoft wants to default to managing your default printer, based on which printer you printed to last while on that network. If you don’t want Windows choosing this for you, you can disable it (the app does this automatically if you choose a default printer). To disable the automatic default, you can […]

How to prevent emails from landing into gmail’s Spam folder

How to prevent emails from landing into gmail’s Spam folder We suggest that you try the following action items in the order that they appear. And if the first one does not work, then implement the next one and try again. Find the email in your Spam folder and open it up and click the […]

Small business cash flow – The state of payments from Intuit QuickBooks

Cash flow is important to the success and growth of any business – and QuickBooks® recognizes how important getting paid and managing the payments process is for small businesses. As a continuation of “The State of Small Business Cash Flow” report released earlier this year, we are further exploring the State of Payments among small […]

QuickBooks Online Payments to offer next day ACH funding

MOUNTAIN VIEW, Calif.–(BUSINESS WIRE)–Intuit Inc. (Nasdaq:INTU) QuickBooks continues to add features to the QuickBooks platform to solve the cash flow crunch problems that plague small businesses. Over the past year, Intuit has leveraged the power of the QuickBooks platform and machine learning to deliver money faster to its customers through innovations such as same day […]

Scan Snap 1500 optimized setting for QuickBooks record keeping

Watch these videos on the Scan Snap 1500 to optimize the setting for QuickBooks record keeping https://www.youtube.com/watch?v=JGMHnU-Ghes https://www.youtube.com/watch?v=KOudU22a_yQ  

Usage limits in QBO QuickBooks Online

What are usage limits in QuickBooks Online? Learn about usage limits and what your best options are if you reach one. Your QuickBooks Online plan will have a maximum number of classes, locations, chart of accounts entries, and users. These limits depend on your plan. Here’s what you need to know about limits and what […]

QuickBooks Desktop – Create and manage your Payments user ID

Create and manage your Payments user ID We are making payments more secure than ever before. The new authentication system will require every QuickBooks Desktop Payments user to have their own user credentials to be used in QuickBooks for processing payments. Users who don’t have an Intuit ID can create one and request access from […]

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) […]