Audit trail report in QuickBooks enterprise is a great tool that works when it comes to keeping track of the lost transaction. This feature enables the user to monitor the changes made by other users in the QuickBooks data file. Moreover, when multiple users work on the same file, it gets overwhelmed and it becomes difficult to spot the lost transaction. In this article, we will be talking about the steps to be performed to run the audit trail report in QuickBooks enterprise solutions.
To know more, read this post carefully till the end, or you can also contact our professionals for any further assistance. Give us a call at 1-844-521-0490, and our team will be happy to help you.
The users might want audit trail report due to the following reasons:
This tool helps in training the employees to use QuickBooks in a proper manner. Training them to use audit trail will eventually let them know how to work on the software and there will be no issues further.
Another major reason can be to use QuickBooks desktop audit trail is that the user gets the authority over the transactions and entries done in the QuickBooks company file. This report gives the user an easy overview of the old transactions or entries which you might need if some discrepancies occur in the bank account.
Steps to enable QuickBooks audit trail feature
In order to turn on the steps to enable the QuickBooks audit trail feature, the below steps can be performed:
The user is first required to select the edit menu and then select preferences command.
After that, a preferences dialog box might appear on the screen.
The next step is to change the accounting preferences that indicate the changes you want to make.
Also, use the icon bar on the left corner and select the accounting set of preferences.
Now, click on the company preferences tab.
And also, call QuickBooks and make them aware you need to use audit.
The user should check the audit trail checkbox, and also click on ok for calling QB for using the audit trail.
Lastly, QuickBooks will keep a record of the users that make changes to the accounting file.
Steps to be followed to customize QuickBooks audit trail reports
The user will see multiple options under the display option. The report date range, days entered/last modified filter. The user shouldn’t get confused with days entered/ last modified option as in the date range, the user will have to mention the date when the transaction was modified or entered. And on the right side, the user will have the option to display the deleted transactions.
One can use filters to amplify the search for transactions. There are numerous filters to select from name, amount, account, customer job, vendor, and much more. In order to apply these filters, the user should scroll down and select the option you want and then enter the required details at the middle input box. In order to remove a filter, the user should highlight it by selecting the remove selected filter option.
This particular option will let you change the content of the header and footer report. It is a simple process of changing these sections. The user can also refer to the image related to it.
This option permits the user to change the way of how the report looks. In case you don’t want to modify the report then select the default report settings found in the edit > Preferences > Reports and graphs > company preferences > format.
The user can see that every line has same transaction but different timings. While going through QuickBooks audit trail, the user should ensure that he/she is reading the correct transaction as it gets confusing when it is loaded with entries.
Want to enable and use QuickBooks messenger? Well, we have got you covered, as this piece of writing is crafted with an intent to cater with the information related to enabling and using QuickBooks messenger. Well, QuickBooks messenger is available when you are using QuickBooks desktop in multi-user mode. This tool basically allows the user to communicate between employees logged into QuickBooks company file. If you are using QuickBooks for a long time, then you might know this very well that this feature is pretty much new to QuickBooks. Similar to other messengers, QuickBooks messenger helps in normal chats or groups chat with other QuickBooks users in the organization within the QuickBooks application. In order to have an in-depth analysis of this feature, we would recommend to stay glued to this piece of writing.
Moreover, you can also reach out to our support experts and ask them for further assistance to enable or disable the QuickBooks desktop messenger. Hence, connect with the experts using our tech helpline.
Well, in multi-user mode, the user will see the QuickBooks messenger icon in the system tray, at the bottom right of the screen. Moreover, the messenger will automatically start whenever you are logged in. The user is supposed to double click the icon to launch the tool.
Steps to chat with other users
Want to chat with other users? Check out the steps scribbled below:
When the user gets notified that a user has logged in to the company file, they can choose chat tab on the notification window to kick start a conversation with that user. Furthermore, one can also right click the QuickBooks messenger icon in the system tray and choose chat to start a conversation.
In case the user is an admin, then they can chat with other users logged into the company file by opting for send message to logged in users from the actions drop down.
The most important thing to note here is that it is not possible for the admin to view a log of conversations between users at this time.
Showing available status
In case the user wishes to show the status i.e. busy, away, or otherwise to other QuickBooks users, then this can be done by changing the available status. From the drop down that displays the username, the user is suggested to select the status that applies depending upon the situation.
If you are hooked till here, then you might have found this segment a bit helpful to enable/disable and use QuickBooks Messenger. However, if you are confused at any stage or if you need our assistance at any point of time, then do not think twice in connecting with our QuickBooks enterprise customer support at +1-844-521-0490. Our team consists of QuickBooks geeks, who will ensure to clear all your clouds of confusion.
Get the best ways to upgrade your company file so it works in newer versions of QuickBooks Desktop Pro, Premier, or Enterprise:
Planning to upgrade your company file after switching to a new version of QuickBooks desktop? If yes, then you have landed at the right page. In case you are upgrading to a newer version of QuickBooks, then you might need to upgrade the company file so that you can keep using it. It should be noted that, you only have to upgrade the company file once.
Moreover, one needs not to upgrade the file when switching to a different edition (Pro, premier, enterprise). Another important thing to note is that the process is different from updating the QuickBooks desktop software to the latest release. To know more, make sure that you scroll through the post carefully. Or consult our team of U.S based best accountants and accounting professionals.
Steps to upgrade old company file to work in a newer version of QuickBooks
Before you start off with a process, the most important thing is to note that if you are using an Intuit hosting server to run QuickBooks, then there is no need to carry out the process, you can simply reach out to them for upgrading the files. Also, if the user has subscribed to QuickBooks desktop pro plus, premier plus, or enterprise, then the steps can be skipped.
Now that you know the important points, it is time to start with the steps to upgrade the company files after switching to a new version of QuickBooks desktop.
Step 1: Installing QuickBooks desktop
Under this step, the user needs to first sign in to the windows using the admin credentials
It should be noted that this step along with the third step of upgrading the company file should be followed for each of the company file that is to be upgraded. The steps involved in here are as follows:
The user needs to open the original version of QuickBooks. And then open the company file to be upgraded
QuickBooks asks the user to upgrade the company file the first time it is opened up in the newer version. Also, it is important to keep in mind that the user won’t be able to open the company file in the original version of QuickBooks after upgrading it. The steps to be followed here are as follows:
Here, the user needs to first ensure that all the users are logged out of the company file
And also, select open or restore company, in case you don’t have a company file open. Moreover, navigate to the file menu and select open or restore company
The next step is to select open a company file and hit next. In case the user is having the backup company file instead of company file with .qbw file, then it is suggested to select restore a backup copy and then local backup
Moving ahead, the user needs to browse the system for the company file and also select the file location written in step 1 and choose open.
It should be noted that if the user is unable to spot the company file, then it is suggested to open the windows start menu and also open file explorer. Followed by search the company file by name or the .qbw file extension. In case the user is unable to find it, then ensure that it is not hidden.
Upgrading the company files after switching to a new version of QuickBooks desktop isn’t a tough nut to crack. In this piece of writing, we have tried to summarize all possible steps to carry out this process.
However, if you are unable to upgrade the company files even after implementing the above strategies, then in that case we are there to assist you. Connect with our CPA’s and accounting experts using our helpline number i.e. +1-844-521-0490, and get instant support services from some of our tech geeks.
Learn how to set up and use class tracking in QuickBooks Desktop:
QuickBooks accounting software offers a wide features and functionalities, one of which is QuickBooks class tracking. This feature allows the user to print reports which offer expenses and income by class. QuickBooks class tracking is a user-friendly method for setting up class tracking that enables the user to attain greater control over expense categorization in a very time-effective way. Setting up and using class tracking in QuickBooks involves a couple of steps, which we will be discussing later in this article. Thus, if you are interested in knowing the process to set up and use class tracking in QuickBooks desktop, reading this piece of information till the end is recommended.
Whereas, you can also speak to our technical support team by simply placing a call at our toll-free customer support number i.e. +1-844-521-0490. Our certified ProAdvisors will ensure to provide you with instant support services.
Class tracking provides the user with a customizable way to track specific expenses, handle the accounting for one-off scenarios, manage occasional expenses and categorize shared expenses across multiple accounts and that isn’t necessarily associated with a particular account type. The user can create classes for certain transactions that the user needs to feel the need to group exclusively. This also enables the user to track account balances by the business office, location, department, separate properties owned or any other breakdown of the business. The user can set up and use class tracking in QuickBooks desktop, by carrying out certain steps, discussed later.
Steps to set up and use class tracking in QuickBooks Desktop
The user can carry out the steps below in order to set up and use class tracking in QuickBooks desktop. Let us explore each of the steps one by one:
Firstly, the user needs to turn on class tracking
The user will only have to set up the withholding tax account and item once. And later the user will have to charge off withholding tax account and item once. Later the user will have to charge off withholding tax, simply by using the existing withholding tax item
After that, the user should set up classes based on the type of reporting that has to be done and then consider the way the business segments are to be seen on reports
The user can set up an “other” class to classify transactions that don’t fit any class defined
At first, the user needs to open the company file
And then, move to the edit menu and also choose preferences
The next step is to select accounting and then move to the company preferences tab
Also, choose the use class tracking for transactions checkbox
If needed, a reminder can be set when the user hasn’t assigned a class, by selecting the prompt to assign classes checkbox
The last step is to select OK tab
For this, the user should move to the QuickBooks menu and then select preferences
After that, select transactions in the workflow section
The next step is to select the use class tracking checkbox, and then close the transactions window to save the changes
Setting up class categories for expenses and accounts
It should be noted that the user has to use classes for one category only. This means that if you are using classing for department, then it is recommended not to use classes for store locations. The user can use the sample classes by industry for guidance.
Initially, the user needs to move to the lists menu and then choose class list
After that, from the class drop-down ▼ menu, choose new
The next step is to enter the class name
And in case it is a subclass, then selecting the subclass of checkbox and finding the class it’s under in
The last step is to select OK to add it
In this step, the user needs to move to the lists menu and then select classes
After that, choose plus icon + to create a new class
And then, enter the preferred class name
Also, note that for creating a subclass, selecting the checkbox and the class it’s under is recommended
Towards the end of this post, we believe that the information shared in above might work in setting up and using class tracking in QuickBooks desktop.
For any sort of assistance or in case you need our support at any point of time, then in that case, feel free to call us at our QuickBooks toll-free customer support number i.e. 1(844)521-0490, and leave the rest on our team. Our experts and professionals will ensure to provide you with immediate support services.
In the recent times, QuickBooks cloud hosting has created a lot of buzz in the recent times. Hosting QuickBooks on cloud enhances its power, and gradually the functioning of the business. In order to make the most of the software and also enhance the potential of the software, the user should opt for QuickBooks cloud hosting to a business. QuickBooks hosted on cloud becomes an all-in-one solution for accountant’s, CPAs, bookkeepers, and small businesses. Benefits of QuickBooks cloud hosting for a business needs no introduction. Be it a mid-sized business or large-scale business, QuickBooks cloud hosting can be highly reliable and beneficial.
Talking about QuickBooks desktop, at certain extent it fails to fulfil the requirements of a business. One of the major drawbacks of QuickBooks desktop can be that it has no accessibility from a remote location. Due to this and various other factors, QuickBooks desktop users plan to switch to QuickBooks cloud hosting. If you are still doubtful regarding cloud hosting, then reading this article ahead would clear all your clouds of confusion. Unleash the unavoidable benefits of QuickBooks cloud hosting below.
Or in case of any query, or if you need any sort of technical assistance, then in that case feel free to call us at our toll-free customer support number 1(844)521-0490. Our team of technically sound professionals will ensure to provide you with immediate technical assistance.
As per the reports of the users and also various observations, QuickBooks desktop has some restrictions that forbid the user to continue managing the business information smoothly and effectively. In old-school method of QuickBooks i.e. QuickBooks desktop, the business accounting operations have to be dependent on the device on which the software is installed, which in-turn creates accessibility issues for the user. Moreover, QuickBooks takes much more time to load in the memory, and also further limitations might be faced.
This is where, QuickBooks cloud hosting comes into the picture. All these drawbacks of QuickBooks desktop, can be easily overcome with QuickBooks cloud hosting. The cloud technology was the perfect answer for each and every concern of QB desktop user.
Perks of QuickBooks cloud hosting
As we have mentioned earlier many times that QuickBooks cloud hosting can be beneficial to businesses in many ways, a few of which are listed below:
One of the major benefits of cloud hosting is remote access. Undoubtedly, this is one of the most coveted feature of QuickBooks cloud hosting. All you need to have is a secure internet connection and you are good to go. With a device having internet connection, you can manage and access data and service from any of the aloof corner that too at any odd hour of the day. With cloud hosting, neither time nor geographical locations are a hurdle anymore.
In such a tough-survival market, remote access becomes very important to access the real-time data. This feature strengthens the collaboration of multiple users without any limitations to physical presence.
Faster website performance and speed
Majority of the cloud servers offer faster speed. Moreover, these servers are able to enhance the capacity of the site, along with enabling easy load balancing between multiple sever environment. This feature helps in putting less of pressure on the resources of a single server. Moreover, the server hardware association also affects the speed of the site, due to which it is recommended to opt for a cloud host having multiple caching layers, premium server hardware, and also low-density servers.
QuickBooks cloud hosting gives the user the power to access the files with multiple devices, from different location, that too by various users. This helps the businesses with teams working across multiple geographies to be on same page and also there are no multiple versions of important files. Thus, the user can experience a collaborative experience and can be independent of the local storage.
With cloud hosting, the user need not to install any software. The service provider will take care of the installation part and will set everything up for the user. Moreover, the user need not to buy any of the additional hardware on the premises as the software runs on remote cloud servers. This will save on the hardware and installation costs. And also, the subscription fees will include the QuickBooks license fee and hosting fee.
One of the reasons behind switching to a new software or version can be user-friendliness. When someone switch from one software to another, he/she looks for an easy to use software process. QuickBooks cloud hosting is a user-friendly option and supports accountants in the most ideal manner and is easy-to-use. It also comes with a virtual introduction process and most of its features can be accessed and activated with just a single click.
Upgraded and enhanced security
With QuickBooks cloud hosting comes enhanced security and safety of the business financial data. This ensures that no unauthorized or 3rd parties can access it. With cloud servers, there is no compromise for the confidentiality of the QuickBooks accounting data, as the user is assured of complete security from malicious software or any sort of natural disaster like fire or flood. The cloud hosting providers offer the highest security standards like 256-bit encryption, continuous network monitoring, and fully clustered multi-tier structure to keep the data safe and secure in the cloud.
Security of the data is one of the primary motives of any business owner, and if the hosting provider is Intuit certified and have years of experience and expertise, then one can easily rely upon them for enhanced security and safety of the confidential data.
It is very important to keep the QuickBooks accounting software updated and upgraded to the latest version, so as to manage the business activities without any further hassle. For QuickBooks desktop users, it might be a bit difficult to keep a track of the same. However, with QuickBooks remote access, the user need not to worry about the upgradation of the software, as this task will be completed and taken care of by the QuickBooks cloud service provider on a regular basis.
Disaster recovery is one of the major benefits that one can avail, when it comes to QuickBooks remote access. It is quite probable and possible to face certain human-made or natural disasters, which is well taken care in QuickBooks cloud. Using the old-school version saves the data on the local device, and this enhances the degree of risk of data loss. However, when the data is stored on different remote locations. It means that the data will be much safer and also the user can recover the data even if any sort of disaster takes place. In short, the work will not get hampered, even in case of the data loss, as one can easily retrieve the data.
Compatible with other applications
It should be noted that QuickBooks is compatible with many other third-party applications and can be integrated with it. However, in case of QuickBooks desktop the hardware restrictions might affect the performance of the application, in case there are number of add-ons. This situation is well-controlled by QuickBooks hosting, as it helps in killing the limitations such that any of the applications can be easily integrated with the accounting software that too seamlessly.
Maximum server uptime and full IT support
Majority of the hosting providers facilitate with availability all the time with minimum scheduled or unscheduled downtime. Moreover, the user gets full IT support, whenever required. However, it depends upon the plan opted by the user, but in certain scenarios, the user is provided with complete technical support and round the clock support services to resolve client issues in least possible time.
Each and every business wishes to remain a step ahead of its competitors. Moving to QuickBooks cloud is one of the steps that allows businesses to act faster than others in the market. As the software worries are handled by the service providers, the business owner gets more time to focus on other important aspects of the business.
Monitor business accounting workflow in a better way
With QuickBooks cloud hosting, tracking and monitoring the entire workflow of the business accounting and checking each worker’s performance in real-time becomes much easier. This also makes the accounting process easy going and effective, further assisting in analyzing and planning the effective strategies that will help in growing the business.
After reading this article thoroughly, you might be well-versed with the perks of QuickBooks cloud hosting to a business. However, if any of your query remained unanswered, then feel free to call us at our toll-free customer support number i.e. +1-844-521-0490.
We are a team of technically sound QuickBooks enterprise support team, who work round the clock to provide the best possible support services instantly. Thus, for further information directly get in touch with our support team.
QuickBooks is a renowned accounting software developed by Inuit. Each year Intuit releases a newer version of its accounting software, and this year was no exception. Recently, Intuit released QuickBooks desktop 2021, the latest version of its best-selling software. Every new version comes with some great and improved features and functionalities, which leads to certain system requirements. System requirements should be the primary focus of the user before jumping on to the new version. System requirements basically indicate the system configurations that are required to run the hardware or software application smoothly. If you are planning to switch to QuickBooks desktop 2021 and want to be more agile and efficient, then your quest ends here. Read ahead, to find out what your system needs for the best experience with QuickBooks desktop 2021.
However, you can also get your questions answered and learn more about QuickBooks desktop by directly speaking to our accounting professionals at 1-844-521-0490.
Windows 10 all editions including 64-bit, being installed natively (This is designed)
Windows 8.1 (Update 1) all editions including 64-bit, installed natively
Windows Server 2019, Standard and Essentials
Windows Server 2016, Standard and Essentials
Windows Server 2012 R2, Standard and Essentials
Windows Server 2012, Standard and Essentials
It should be noted that the QuickBooks user should use windows natively and not through an emulator or virtual environment.
Talking about the browser requirements, QuickBooks desktop 2021 demands internet access and Internet explorer 11 with 32-bit.
QuickBooks accounting software is integrated with hundreds of other apps. We have jotted down the common apps that one can use. It should be noted that additional RAM can improvise the use of these features.
Internet explorer 11
QuickBooks point of sale V19.0, V18.0, and V12.0
Adobe Acrobat Reader: Business Planner, Payroll, and viewing forms need Adobe Acrobat Reader 9.0 or later
Office 2016, this includes Outlook 2016 both on 32 and 64-bit
Office 2013 and 365, which includes Outlook 2013 both on 32 and 64-bit. It should be noted that Microsoft 365 is only supported if it is installed locally and not on the web version.
Email estimates, invoices, and other forms with Microsoft Outlook 2016-2019, Microsoft Outlook with Microsoft 365, Gmail, Yahoo mail, and Outlook.com, other SMTP supporting email clients.
Forming letters demands Microsoft Word 2019, 2016, 2013, or Microsoft 365 including 64-bit.
While exporting reports, it requires Microsoft Excel 2019, 2016, 2013, or Microsoft 365 including 64-bit
QuickBooks contact sync for Outlook is needed at the time of syncing with outlook. The point to be noted here is that the contact sync doesn’t work with the Microsoft business contact manager outlook plug-in, due to which syncing could lead to duplicate records.
Outlook 2019 (32-bit), 2016 or 2013 are required for contact synchronization with Microsoft outlook.
TurboTax 2020, 2019, and 2018
Gmail, Yahoo Email, Windows Mail, Hotmail and AOL (this means Mozilla Thunderbird Email Client which supports the plain text version)
Lacerte 2020, 2019, and 2018
Quicken 2020, 2019, 2018, 2017, and 2016
Pro Series Tax years 2020, 2019, and 2018
QuickBooks desktop for Mac 2021, 2020, 2019, and 2016
Internet access with at least a 56 Kbps connection speed is needed by payroll and other online features and services. The user is recommended to have 1 Mbps of connection speed for better results. Also, DSL or cable modem is recommended.
Adobe Acrobat reader is needed for viewing forms. The Adobe Acrobat Reader 9.0 or later is needed as certain forms might be difficult to open, for which suitable version is needed.
Now that you are well-versed with the system requirements for QuickBooks desktop 2021, configure your system according and get started with QuickBooks desktop 2021. Upgrading to QuickBooks desktop 2021 will definitely show a rise in your business accountancy graph and enhance productivity.