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How to Use Audit Trail Reports in QuickBooks Enterprise Solutions?

How to Use Audit Trail Reports in QuickBooks Enterprise Solutions?

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.

Read Also: How to Setup and Connect Email Services to QuickBooks Desktop?

What is the need of audit trail report?

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.
Preferences option - Screenshot
  • 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.
Company preferences - Screenshot
  • 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.
Audit Trial Option - Screenshot
  • Lastly, QuickBooks will keep a record of the users that make changes to the accounting file.

Also See: How to create Proforma Invoice in QuickBooks?

Steps to be followed to customize QuickBooks audit trail reports

Display

customize QuickBooks audit trail reports - Screenshot 1

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.

Filters

customize QuickBooks audit trail reports - Screenshot 2

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.

Header/footer

customize QuickBooks audit trail reports - Screenshot 3

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.

Fonts/Numbers

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.

customize QuickBooks audit trail reports - Screenshot 4

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.

Audit Trial - Screenshot

Related Post: Settings of firewall while for multi-user mode in QuickBooks

Conclusion!

By the end of this post, we believe that the information shared in above might be of some help in running audit trail report in QuickBooks enterprise solutions.

However, if you have any query, or if you need any sort of assistance, then in that case contact our QuickBooks enterprise support professionals at 1(844)521-0490 and they will ensure to assist you immediately.

 

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How to Convert Data File From QuickBooks Online to Desktop?

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How to Enable/Disable and use QuickBooks Messenger?

How to Enable/Disable and use QuickBooks Messenger?

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.

You may see also: Steps to configure firewall while for multi-user mode in QuickBooks

Steps to Turn on QuickBooks messenger

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.

Turn on the QuickBooks messenger - Screenshot

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.
Start a conversation - Screenshot
  • 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.

Showing available status - Screenshot

You can also see: How to Fix Custom Email Template Issues in QuickBooks Desktop?

Steps for logging off or closing company file for another user

The most important thing to note is that only the admin can log a user off from a QuickBooks company file. The steps involved in logging off or closing company file for another user are as follows:

  • First and foremost is to launch QuickBooks messenger, by simply heading to the company menu and opting for the chat with a coworker option.
  • Furthermore, from the actions drop-down, go for close company file for users tab.
  • Later on, select the user whose QuickBooks is to be closed.
  • Head forward by picking up close company file option.
  • Last but not the least, in the confirmation window choose yes tab.

Steps to Disabling QuickBooks messenger

In case you want to disable QuickBooks messenger, then you can perform the below steps:

  • Start off with signing as admin while you are in the multi-user mode
  • Further, navigate to the file and utilities tabs respectively
Utilities option - Screenshot
  • Heading forward, the user is recommended to opt for disable QuickBooks messenger
Disable QuickBooks messenger - Screenshot
  • End the process by logging out of the company file and then log back in for the change to take effect.

See Also: How to Create an Estimate in QuickBooks Desktop?

To sum it up!

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.

 

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How to Fix QuickBooks Error Code 61689?

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Upgrade your Company Files after you Switch to a New Version of QuickBooks Desktop

Upgrade your Company Files after you Switch to a New Version of QuickBooks Desktop

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.

Upgrade QuickBooks company file - Screenshot

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.

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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

Quickbooks Diagnostic tool installation- screenshot

Step 2: Preparing the company file

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
  • Now, press F2 key to open the product information window
Product Information window - Screenshot
  • And look in the file information section and also note where the company file is saved on the system
  • The user is then required to run the rebuild tool for the company file. This preps it for the upgrade.
Verify-and-Rebuild-Data-in-QuickBooks-Desktop-Screenshot.jpg

In case the user keeps the company files on a server, then in that case it is suggested to move the company files to the computer’s local hard drive. The user can move them back after upgrade.

See Also: How to create Proforma Invoice in QuickBooks?

Step 3: Upgrading the company file

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
  • Now, open the new version of QuickBooks desktop
  • 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
Open or Restore a company file - Screenshot Image
  • 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
Create local backup of QuickBooks company file - Screenshot
  • 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.

  • Now, sign in to the company file as admin
  • Before upgrading, the QuickBooks software will create a backup of the existing company file. The user will have to select change this default location to save the backup in specific folder
  • And also, choose update now tab to start the upgrade
Update QuickBooks desktop company file to latest version - Screenshot
  • The last step is to select done, when QuickBooks completes the process

The user can open the company file in the new version of QuickBooks desktop. In case the user keeps the company file on a server, then he/she can move them back.

Step 4: Updating QuickBooks desktop

Update QuickBooks 1-screenshot

After upgrading and opening the company file, the user needs to update QuickBooks desktop so that he/she has the latest software release.

Read Also: How to Print General Ledger Report in QuickBooks?

Conclusion!

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.

 

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How to Set up and Use Class Tracking in QuickBooks Desktop?

How to Set up and Use Class Tracking in QuickBooks Desktop?

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.

You may see also: How to Resolve QuickBooks Unable To Export to Excel Error?

Brief into QuickBooks class tracking

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

Important tips

  • 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

Windows

  • At first, the user needs to open the company file
  • And then, move to the edit menu and also choose preferences
Preferences - Screenshot
  • The next step is to select accounting and then move to the company preferences tab
  • Also, choose the use class tracking for transactions checkbox
use class tracking for transactions checkbox - Screenshot
  • 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

Mac

  • 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

Also Read: Create and Manage Roles in QuickBooks Enterprise

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.

Windows

  • Initially, the user needs to move to the lists menu and then choose class list
Class List - Screenshot
  • After that, from the class drop-down menu, choose new
Setting up class categories for expenses and accounts - Screenshot
  • The next step is to enter the class name
Enter the class name - Screenshot
  • 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

Mac

  • 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, select ok for create a class

Read Also: Create, Edit, & Delete Budget in QuickBooks Desktop & Online

Using class tracking

The user can assign a class to the following transactions:

  • Invoice
  • Sales receipt
  • Estimate
  • Sales order
  • Statement charges
  • Refunds and credits
  • Check
  • Credit card charges
  • Bill
  • Purchase order
  • Paycheck

Class tracking can be used in most transactions, which makes it easy for the user to generate reports to compare the balance across multiple classes, departments, or locations.

Sample classes by industry

Business typeSample segments
Accounting firmsPartners or clients Locations, if more than one location Types of work, such as tax, audit, consulting work, and so on
Advertising and public relations firmProjects Locations, if more than one location Lines of business, if involves several main types of work such as advertising and public relations
Architectural firmsProjects Locations, if more than one location
Construction companies or contractorsConstruction divisions then subclass like Rough and Finish Project supervisors, if more than one supervisors
Consulting firmsConsultants Locations, if more than one location
Graphic design, writing, photography, and printing firmsBilling partners Locations, if more than one location Lines of business, if involves several main types of work such as printing and design
Legal officesLocations, if more than one location Partners or associates Area of specialization, such as real estate or corporate law Fee methods, such as fixed fee, contingency, hourly, or a combination
Medical officesPartners Locations, if more than one location
Membership organizations or user groupsSpecial interest groups (SIG)
Real estate brokersLocations, if more than one location Areas of business, if involves several main types of work such as property sales and property management Title company
Restaurant and barsLocations, if more than one location Profit centers, such as restaurants and bakery Types of business, such as restaurant and catering
Retail storesStores, if more than one stores Product lines or departments, such as garden, hardware, and tools
WholesaleDistribution centers Product lines or departments, such as garden, hardware, and tools
Sales representativeProduct lines Manufacturers being represented
Services (that bill weekly/monthly)Services being offered Partners Locations, if more than one location

You might also read: How to Reconcile an Account in QuickBooks Desktop?

Conclusion!

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.

 

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What are the Benefits of QuickBooks Cloud Hosting to a Business?

What are the Benefits of QuickBooks Cloud Hosting to a Business?

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.

You may also like: Steps to Fix QuickBooks Database Server Manager Network Diagnostics Failed Error

What compels you to switch to cloud hosting?

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:

Remote Access

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.

Read Also: How do I convert my QuickBooks online to QuickBooks desktop?

Collaborative experience

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.

Managed hosting

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.

User-friendly

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.

Read this Also: Learn how to Fix errors when converting from QuickBooks Desktop to online

Automatic upgrading and updating

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

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.

Competitive edge

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.

See Also: What is QuickBooks File Manager?

To conclude!

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.

 

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What are the System Requirements for QuickBooks Desktop 2021?

What are the System Requirements for QuickBooks Desktop 2021?

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.

You may also see: How to Undo a Deposit Funds in QuickBooks?

QuickBooks desktop 2021 system requirements

Now that you are briefly introduced with system requirements, let us unleash the QuickBooks desktop 2021 system requirements in detail.

Operating Systems:

Here is the operating system list that is compatible with QuickBooks desktop 2021.

  • 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.

Browser requirements:

Talking about the browser requirements, QuickBooks desktop 2021 demands internet access and Internet explorer 11 with 32-bit.

Software compatibilities:

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.

  1. Internet explorer 11
  2. QuickBooks point of sale V19.0, V18.0, and V12.0
  3. Adobe Acrobat Reader: Business Planner, Payroll, and viewing forms need Adobe Acrobat Reader 9.0 or later
  4. Microsoft Office:
    • Office 2019
    • 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.
  5. TurboTax 2020, 2019, and 2018
  6. Gmail, Yahoo Email, Windows Mail, Hotmail and AOL (this means Mozilla Thunderbird Email Client which supports the plain text version)
  7. Lacerte 2020, 2019, and 2018
  8. Quicken 2020, 2019, 2018, 2017, and 2016
  9. Pro Series Tax years 2020, 2019, and 2018
  10. QuickBooks desktop for Mac 2021, 2020, 2019, and 2016
  11. 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.
  12. 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.

Read Also: How do I create a proforma invoice in QuickBooks?

Firewall and antivirus software compatibility

Below is a list of tested antimalware and antivirus programs in context to QuickBooks desktop Pro, and premier 2021, and Enterprise 21.0. Let us check it out:

Antimalware software

  • Bitdefender
  • F-Secure
  • Kaspersky
  • ZoneAlarm
  • Webroot
  • Avast
  • McAfee
  • Emsisoft
  • Spybot
  • Malwarebytes
  • AVG

Antivirus Software

  • F-Secure
  • Symantec
  • Avira
  • Sophos
  • ESET
  • McAfee
  • Avast
  • Norton
  • Kaspersky
  • Trend Micro Security
  • Webroot
  • Panda Dome
  • Bitdefender

It should be noted that QuickBooks will work with systems that are running Redundant array of inexpensive disks i.e. RAID, but it is not recommended as it might slow down QuickBooks desktop.

Hardware and operating system requirements

System requirements include hardware and operating system requirements listed below:

  • Processor: The minimum processor requirements are 2.4 GHz
  • Disk Space: For disk space, one needs to satisfy the below requirements
    • Minimum 2.5 GB of disk space is recommended and for data files additional disk space might be required
    • Additional Software required for Microsoft .Net 4.7 Runtime is 60Mb, provided on the QuickBooks CD
    • For intuit data protect in QuickBooks connected offerings, additional requirements include:
      • At least 4.0GB RAM
      • Also, twice the size of the largest file set to backup + 100MB or twice the size to restore. The space is needed from the work folder LocalApplicationData + Intuit\Intuit Data Protect.

It should be noted that for better performance, the user needs to store QuickBooks data file on a solid-state drive.

  • RAM: The minimum RAM required is 4GB and the user is suggested to have 8GB
  • Server RAM requirements:
    • For 1-5 users, 8GB RAM is recommended
    • For 10 users, 12 GB RAM is recommended
    • For 15 Users, 16 GB Ram is recommended
    • For 20 Users, 20 + GB RAM is recommended
  • Optical drive: For physical CD installations A 4X DVD-ROM drive is needed
  • Windows:
    • Talking about the windows, the US version of Windows is required
    • Regional settings are supported when set to English
    • While hosting multi-user access for server system administrator rights are needed
    • The windows should be natively installed and doesn’t need to run in a virtual environment or emulation software.
  • Screen resolution:
    • Display should be optimized for 1280 x 1024 screen resolution or higher with at least 2 extended monitors.
    • Best optimized for default DPI setting for a given system.

Read Also: How to Download a trial of QuickBooks Desktop?

Other hardware devices

In case the user is making use of Warehouse Manager in QuickBooks desktop mobile, the below stated devices would be supported and can be used:

  • Zebra TC20/TC25/TC51 Mobile system is recommended
  • Zebra MC40 Mobile Computer

QuickBooks desktop Enterprise 21.0 also supports the following:

  • Symbol CS3070
  • Socket Mobile CHK 7CI
  • Honeywell Voyager 1602g Pocket Bar-code Scanner

Database Servers

  • Windows (being 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
    • Windows 10
    • Windows 8.1
  • Linux (While making use of QuickBooks Enterprise Solutions database server-only installation)
    • OpenSuse leap 15.1, 15.2
    • Fedora 31, 32
    • Red hat enterprise 8 (RHEL 8)

See Also: How to Resolve QuickBooks Event id 4 Error in Windows?

To Summarize!

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.

For any further queries, feel free to connect with our professionals. We have our toll-free customer support number for you +1-844-521-0490, where you can speak to our QuickBooks enterprise technical support team. Our team would love to answer you.

 

Recommended readings:

How to Fix QuickBooks Internal Server Error 500?

What Is QuickBooks Conversion Tool And How To Use It?

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