QuickBooks Payroll Service is used by small and medium-sized businesses to manage their payroll-related tasks. Moreover, this feature also helps in reducing the stress of manually creating payroll. Unfortunately, while accessing the payroll service, users might get stuck with QuickBooks Error 15222 while downloading the latest updates of the payroll subscription.

Moreover, this error might also trigger due to the misconfiguration in the internet explorer settings. However, there are several other factors that might lead to this error. We have discussed all such causes in the further section of the blog, along with the simple resolution methods to fix it.

Also Read: QuickBooks Error 103

A Brief Introduction to QuickBooks Payroll Update Error 15222

QuickBooks Error 15222 falls under the 15XXX series of errors that might occur while downloading payroll updates. This error is caused due to multiple factors, such as misconfiguration of the internet explorer settings or the expired digital signature certificate.

Whenever the error occurs, it prevents users from getting the latest QuickBooks payroll updates. Thus, it prevents users from performing payroll-related tasks using the QuickBooks application.

Reasons That Contribute Towards the QuickBooks Payroll Update Error 15222

At times, users might encounter QuickBooks Error 15222 while using the unsupported version of the QuickBooks Desktop. Apart from this, it may also trigger due to several other reasons; we have described some of them below:

1. There is a possibility that Internet Explorer is not set as the default web browser.
2. Sometimes, it may evoke when the user doesn’t login into Windows using admin rights.
3. The users might encounter QuickBooks Error 15222 when the third-party application interrupts QuickBooks from using the internet connection.
4. The QuickBooks Error 15222 might appear if the digital signature certificate is either expired or missing.

Also Read: How to Import Transactions Using Excel File into QuickBooks?

How can you Identify QuickBooks Payroll Update Error 15222?

Here, we have listed some of the signs and symptoms using which you can easily detect QuickBooks Error 15222.

1. This error might obstruct the users while getting the recently launched QuickBooks Payroll updates.
2. You may notice that the active window starts freezing suddenly due to the occurrence of the QuickBooks Desktop Error 15222.
3. An error message will appear on your computer screen.
4. It interrupts the users from downloading the latest QuickBooks updates.

Effective Ways to Overcome QuickBooks Desktop Error 15222

If you are also the one who is facing issues while managing payroll activities due to QuickBooks Desktop Error 15222, then don’t worry. We have provided you with simple methods using which you can easily get rid of the error without making much effort.

Also Read: Upgrade QuickBooks to QuickBooks Desktop 2023

Solution 1: Get a Digital Signature Certificate Installed

Digital Signatures are necessary to verify the reliability of the application. If you notice that the digital signature of the QuickBooks application goes missing, then the Intuit server won’t allow you to download the update. Therefore, we have listed some of the simple steps to install the digital signature certificate; check them out.

1. To begin the process, open the Windows File Manager and then type “C:\Program Files\Intuit\QuickBooks” within the search column.
2. Soon after this, launch the QuickBooks folder on your system and then look for the file name “QBW32.exe”.
3. Now, right-click on the QBW32.exe file and then tap on the Properties option.
4. Moving ahead, choose the Digital Signature tab and ensure that you have added Intuit.inc to the signature list.
5. Tap on the Details option and then move to View Certificate from the Digital Signature Details window.
6. After that, opt for the Install Certificate from the Certificate window.
7. Now, select the Finish option when you see the Clicking Next until the Finish message appears on your computer screen.
8. Finally, relaunch your system and open the QuickBooks application on your system. Later on, try updating the QuickBooks Payroll and check whether the issue is resolved.

Solution 2: Ensure that you have Set Internet Explorer as the default Internet Browser

At times, users might confront QuickBooks Payroll Update Error 15222 when Internet Explorer isn’t set as the default browser. Therefore, to resolve the issue, you must verify that Internet Explorer is set as the default internet browser by following the steps listed below:

1. Open Internet Explorer and then pick Internet Options.
2. After this, click on the Programs tab and then mark the checkbox of “Make Internet Explorer the default browser”.
3. Once you are done, tap on the Ok option, and it will save the changes made successfully.

Also Read: How to Convert QuickBooks Desktop to Online

Solution 3: Make Use of the QuickBooks File Doctor Tool

QuickBooks File Doctor tool is one of the best tools that help in repairing the company file and networking issues. Before using this tool, you need to download the QuickBooks Tool Hub on your system.

1. Once you have successfully downloaded and installed the QuickBooks Tool Hub, open it on your system.
2. Go to the Company File Issues tab and then Run QuickBooks File Doctor.
3. Next, choose your company file and click the Check your File option.
4. Move ahead by entering the QuickBooks admin password and check whether the issue is resolved.

Solution 4: Examine the Settings of Your Internet Explorer

At times, the users might confront QuickBooks Error 15222 due to the misconfigured internet explorer settings. Therefore, to fix the issue you need to review the settings of the Internet Explorer. For that, you need to perform the steps listed below thoroughly:

1. Initially, ensure that you have set the Internet Explorer as the default web browser.
2. Verify that your system’s time and date settings are correct and then verify the strength of the cipher.
3. Now, in the INternet Explorer, move to the Tools option followed by the Internet Options.
4. Soon after this, Go to the General tab and opt for the Delete option. Clicking on the Delete option will eventually remove all the temporary internet files from your system.
5. You must also verify the LAN Settings from the section of Connections.
6. Lastly, you must assure that you have marked the checkbox of TLS 1.2 in the Advanced tab.

Solution 5: Try Updating AntiSpyware and AntiMalware software on your device

If you have already installed the antivirus softwares like AntiSpyware and AntiMalware, then you need to add the following domains:

• QuickBooks.com
• Intuit.com
• Payroll.com
• qbw32.exe
• qbupdate.exe

Also Read: Change TurboTax Password

The Final Say

We give you the guarantee that by following the resolution methods, you can easily eliminate QuickBooks Error 15222. However, if you get stuck while performing these steps, you can communicate with one of our highly-certified experts. You can connect with our experts through email or the chat support facility.

QuickBooks is one of the most admired accounting solutions that lets users share and handle their crucial accounting data. You can export from QuickBooks to Excel, which can be helpful in importing your transactions. Sometimes, you may need to add data from an external source. In such a case, you can get the job done by importing data into QuickBooks using the Excel file.

This incredible feature can save you time and labor in recording transactions manually. Also, it ensures the accuracy of your financial data. Users looking for the procedure to import Excel to QuickBooks can find this article extremely helpful. Let’s start!

Data You Can Import Using Excel File

Importing data is a simple process that doesn’t require you to take so much stress about the same. You can import many things with ease that are stated in the below-given list:

Information	Transactions
Accountants Changes	Checks
Items	Estimates
To Do	Vendor bills
Classes	Vendor bill refunds
Notes	Beginning Balances
Vendor Types	Cash Sales
Sales Types	Invoices
Bank Transactions	Deposits
Payment Terms	Payments
Budgets	Purchase Orders

Things To Keep In Mind Before Getting Started With The Import Process

Now that you know what data/transactions you can import from excel to QuickBooks, go through the below-given important considerations to get the job accomplished:

• Create a backup of your QuickBooks data file to make sure that no important data is lost during the process.
• Avoid overwriting any prior backup before getting the import process started.
• In case you have Advanced Inventory and Multiple Inventory Sites enabled, you need to disable the Multiple Inventory Sites before you import the item qualities or values.
• You can create comprehensive categories before importing the data so that it will be easy for you to use it later.
• You may not be able to import payments, subtotals, and sales tax items using the Advanced Import feature.
• You need to create and adjust “quantity on hand” and “value on hand,” wherein you need to debit the item’s asset account and credit Opening Balance Equity.

Creating a Backup of Your Data Before Performing QuickBooks Export To Excel

It is crucial to create a backup of your data before you import transactions from Excel into QuickBooks. Check the below-given steps:

• When in the QuickBooks application, go to the File menu.
• If you are using the multi-user mode, click “Switch to Single-User Mode.”
• Again, click on the File menu and select the option to backup your data file from here.
• Select the option to create a local backup of your data.
• On the window that appears on your screen, click the Next button.
• Here, you need to choose a suitable location to save the data backup.
• Moreover, you may also set the number of backups you want to create.
• After selecting the files, hit the OK button.
• Proceeding further, hit on the Save option.
• In the end, click Next and the procedure of creating data backup is done.

Also Read: QuickBooks Error H202

Different Ways On How To Import From Excel To QuickBooks

There is not one but several ways to import transactions into QuickBooks using an Excel Spreadsheet. In case your data file is in a different format, you need to change to Excel in the first place. Once done, you can choose any of the below-described procedures to import your transactions into QuickBooks:

1: Procedure To Import Transactions to QuickBooks Desktop From Excel

Follow the below-given steps will absolute attention to import transactions from excel to QuickBooks without commencing any mistakes:

• First things first, you need to select the account you want to upload transactions into.
• Hit the Next button to move ahead.
• Here, you may add an account that is not available.
• To add, you need to click on Add new button you may locate above the drop-down list.
• Now perform the column mapping in the CSV file. While doing so, you need to make sure that chosen file is correct.
• You can move the data into a CSV file considering the first row as the header.
• Thereafter, you may choose if the credit and debit will be in a single column or in two columns.
• When choosing two-column for debit and credit, you need to map the column accordingly.
• Once the mapping is done, click Next, and you will get to see a preview of the transactions that will be imported to QuickBooks in the next window.
• Check if the data shown in this Window is correct and after confirming, click the Next button.
• Next, you will see a message that tells the number of transactions that will be imported.
• Now that you are all set to import the transactions, hit the Yes button.
• In case you want more clarity, click the No button; however, clicking the No button will make you follow the import process from the beginning.
• After the completion of the import process, you will be prompted to accept the transactions.
• When you hit the Let’s Go button, you will be redirected to the Bank screen, wherein you can match the imported transactions.

2: Import CSV File By Utilizing CSV Toolkit and QuickBooks Import Excel

To import excel transactions to QuickBooks, you need to install the CSV Toolkit and QuickBooks Import Excel. The CSV Toolkit contains various fields, such as Allowed Fields, XLS Example Folder, CSV Example Folder, and Import from Excel and CSV Manual.

Installation Steps For QuickBooks Import Excel and CSV Toolkit

• In the first place, you need to download the toolkit and save it on your Windows Desktop.
• Next, navigate to the executable file QuickBooks_import_Excel_and_CSV.exe and open the WinZip self-extractor window.
• Thereafter, click the Browse option to open the folder you want to install the toolkit.
• Click OK to proceed further.
• Choose unzip to see and extract the file content and then close the WinZip self-extractor window.
• Once you install the QuickBooks Impost Excel and CSV Toolkit by following the on-screen instructions, you may use it to import from Excel to QuickBooks.

3: Import Transactions Using Excel To QuickBooks Online

You can import Transactions into QuickBooks Online from Excel using .QBO format. To accomplish the task, you need to follow the below-described steps:

• In the first place, you need to enter your bank credentials to log into your bank account.
• Next, download your transactions in .QBO format.
• Thereafter, navigate to the File menu in QuickBooks Desktop.
• Here, choose Utilities and then go to the Import option.
• After that, select the Web connect files to connect.
• Now click .QBO file and hit the Open button.
• Choose your bank account and then Continue.
• You will now see a confirmation message which says that your data has been successfully read into QuickBooks.
• In the end, hit the OK button, and it will take you to the Bank feed center.

How To Import Chart of Accounts Through Excel?

Below are the steps to import the Chart of Accounts through Excel:

• Navigate to the Lists menu and then select the Chart of Accounts.
• Next, select the Account drop-down menu and choose Import From Excel.
• Now using the Browse option, select the Excel file you want to import.
• Once the file is selected, you need to select Open.
• Moving ahead, select the Excel sheet having the data to be imported.
• Now comes the mapping of your accounts. Account mapping tells QuickBooks how to import data from your Excel sheet.
• Also, you need to match them, as the column headers in QuickBooks may vary from those in Excel.
• To map, you need to type a mapping name.
• After that, select Account as Import type.
• Now match the information in your Excel sheet with the column headings located underneath QuickBooks.
• Click Save to finish.
• After mapping, select the Import option. Click Yes if it is the first time you are importing a chart of Accounts.

Final Words!

Importing transactions in QuickBooks through Excel can be a beneficial feature of the program as it saves your time and reduces efforts for manual entry. Also, it reduces the scope for errors. Hope this post has helped you in importing transactions using Excel files into the QuickBooks application. For more help, you can connect with our professionals using chat or email options. They will guide your way with the transaction import.

For users utilizing QuickBooks Online or QuickBooks Desktop for their accounting needs, know it is impossible to make custom reports in QuickBooks software. Nonetheless, there is a number of methods you can use to make customized accounting or bookkeeping reports, the fact of the matter is, once you know how to Create a New Management Report in QuickBooks – it becomes easy for you to customize.

However, it is impossible to make a report in the accounting software from scratch, but by using templates, you can customize a report in QuickBooks.

Also Read: How to Convert QuickBooks Desktop to Online

Facing difficulty while How to Create a New Management Report in QuickBooks and need instant help? Dial @ +1 855 706 0905 and talk to our experts to clarify all your doubts within no time.

For Example

If a user wishes to glimpse the previous year’s data, they can replace it with a custom data filter. The default data is replaced with customized data and enables a user to customize the report to display yearly stats compared to the default data that shows monthly reports.

What More Can You Do?

Apart from that, you can also select additional data by changing the data filters in the software.

Other than that;

• It enables you to delete and add columns in QuickBooks reports.
• You can make changes in the format – from portrait to landscape.
• A user can add custom headers and notes on a report.

How Do The Above Mentioned Options Help a User?

With the help of using the options you can near the possibility of creating custom QuickBooks online reports built not from the scratch. Besides that, any QuickBooks report you generate is going to be saved on the desktop system.

Later, you can use the saved copy of the report for future endeavors. You can also add it to your favorites to access them instantly.

The Versions These Options are Available On Are;

• QuickBooks Pro.
• QuickBooks Premier.
• QuickBooks Enterprise.
• QuickBooks Proadvisor.
• QuickBooks Online Account.

Things to Consider While Customizing QuickBooks Report;

• It will be helpful for a user if they start keeping things in perspective about how they want to customize their reports.
• Ensure the templates you are about to use display all the reports.
• Apart from that, double-check if the reports display general instructions pertaining to the sets of reports.
• Each report must structure the transaction.

Once you become familiar with the reporting structure, other custom reports can be built using the same methodology. Nevertheless, a user is advised to ensure that the option (Report Preferences) is accessible for both personal and company preferences for a report that a user is running for their company. It is important to set your preferences right before customizing reports because QB Desktop reports utilize report templates.

This is Create a New Management Report in QuickBooks. If you are still not certain how to make a custom report in QB Desktop, the following steps will help you understand how to customize a profit and loss report;

Also Read: QuickBooks Error H202

Key Factors To Consider in The Profit Loss Report in QB;

Before diving into the key factors, let’s look at the wide range of options that QB offers in creating Profit & Loss reporting. It includes;

1. Custom summary report.
2. Transaction detail report.
3. YTD report.
4. Comparison report.

Create a New Management Report in QuickBooks –> The accounting software QB Desktop provides various other options that you can choose. If you are not certain which one to go with, left-click on the info button present in the report window. You can access the tab lies right beneath the report image.

• Now press on the “Customize Report” tab available at the top. Whenever and whatever report that a user wishes to customize, they need to access the same tab. By accessing the tab lies on the top of a report, you will be availed with several options to customize the report.
• Once you clicked on the “Customize Report” tab, it will take you to the “Modify Report” option. It further takes you to various options;

1. Display
2. Filters
3. Header/Footer
4. Fonts & Numbers

Let’s take a deep dive into the options and see what they are all about;

1. Display

The Display option in the report allows a user to select date range that a QB user wishes to include in the QB report. However, the report will always be available in a default form, which is, displaying fiscal year only – you can change it by left-clicking the drop-down arrow. It helps in widening the date range including other custom options. The “Display” option also enables you to select both report basis and the data sort including the number of columns you want to add in your report.

2. Filters

The filter option is what that really allows you start customizing the report. Depending on the report you desire to customize you can choose any of the filters out of several. Besides that, it also allows you to select the accounts that you want to add to your report. Out of the blocks of accounts like income/ expense reports in QuickBooks, you can drill down the list and select the desired accounts from the blocks. The filters are available on the right hand side of your Desktop screen and will update according to the changes you make to the filters.

3. Header/Footer

This option is very straightforward. It allows you to select stuffs like “Company Name”, “The Report Title”, “The Report Date”, and “Subtitle Of New Report”. When you click on the “Footer” option, it enables you to add footer detail as well. The details including; page number, and adding another footer line. Once a user has selected their options, the report image will update and display the choices you made.

4. Fonts & Number

A user can make their reports stand out by opting to “Fonts & Number”. As the name of the feature justifies its use, it’s pretty clear that by using this option you can change fonts of a report anytime. For instance, you can select to use different font for the column and other for row labels and something else for the report data. You can also choose how the numbers are displayed on the report.

Although report customization can be done by making use of a standard report template, you must know that the options for customizing are endless. Here are the Create a New Management Report in QuickBooks;

Also Read: TurboTax Not Working

QuickBooks Sales Reports.

If you want to sell the products in multiples states in your report, you must structure the sales by state. It allows you to track your sales performance throughout multiple locations. It allows you track how a particular state is moving through.

Follow the steps given below;

•  Choose the category “Sales”.
• Now, select, “Sales By Customer Detail” report.
• Get access to the “Customize Report” right on the top of your Desktop screen.
• Get access to “Display” tab.
• Go to the “Columns” present beneath “Display” tab.
• Choose, “Name State”.
• Left-Click on, “OK”. You can also choose to cancel it if you want to make changes to it.

Comparing Multiple Year Profit & Loss

Income/profit & Loss statement is the most crucial reports in a business. It can be even more useful when the statement is used to compare a company’s performance from one fiscal year to the next. Through this feature you can print a multiple statements of as many years as you want in QuickBooks. You just have to carefully follow the steps below;

• Choose the category from reports, “Company & Financial”.
• Now choose, “Profit & Loss Standard”.
• Now select, “Customize” tab lies at the top of the Desktop screen.
• Select the years you want to include in your report from the “Display” tab.
• After that, choose, “Year” present in the “Display Column”.
• Now, left-click, “OK”.

Open Purchase Order Report In QuickBooks Totaled by Vendor

You must know that by default a vendor cannot total open Purchase Order Report in the accounting software QB. Nonetheless, you can do so by customizing the Transaction Detail in QB report. Besides that, the users having dedicated software other than QB, can also make custom reports right in the application. It provides you a detailed QuickBooks payroll reports for vendors.

• Choose, “Custom Reports”.
• After that, “Transaction Detail”.
• Now, go to the top of the screen and press the tab, “Customize”.
• Once you are done with that, get access to the “Filters” tab. Now follow the step thoroughly;

1. Account = Purchase Order.
2. Posting Status = Either.
3. Received = No.

• From the drop-down menu, choose “Total”.
• Choose, “Vendor”.
• Now, hit, “OK”.

The report will be displayed with the total sum purchase orders opened by the vendor.

Item-wise Sales & Purchase Orders

If you wish to know what items you have included in the recent sales & purchase orders, you can make a custom report. It will help generating the report that entails the asked details. Follow the steps to proceed with the procedure;

• Get access to the, “Custom Report”.
• Now, go to the, “Transaction Detail”.
• When you access the, “Display” option, provide details for the mentioned fields;

1. Amount.
2. Balance.
3. Date.
4. Name.
5. Num.
6. Item.
7. Qty.
8. Type.

• From the option, “Total By”, choose, “Item Detail”.
• From the, “Filters” option, choose the mentioned details;

1. Detail Level: All Except Summary.
2. Item: All Sales Item.
3. Posting Status: Non-Posting.
4. Transaction Type: Multiple Transaction Types.

• When you want to get the report, click, “OK”.

Also Read: QuickBooks Desktop 2023 Summary

Due Estimates

If it is normal for you to provide estimates to your customers, a fine report that tells the entire outstanding amount, is necessary. It is crucial for an experienced QB user to customize their reports according to this key factor. Follow the steps if you wan to learn how to do that;

• Get access to, “Reports” from “Menu”.
• Now choose, “Job, Time & Mileage”.
• After that, choose, “Estimates by Job”.
• Now, left-click on the, “Customize Report” option. The feature is available on the top of the page.
• Go under the page and get access to “Display”.
• Now, add the “Open Balance”.
• Uncheck the columns that are redundant.
• Now, choose “Date Range” from the report.
• Finally, press, “OK” button to proceed with generating the report.

Concluded With

This is everything you need to know about how to Create a New Management Report in QuickBooks. Once a user becomes familiar with the customization procedure, it becomes easy for them to make custom reports. By saving the changes, you can use it for the future endeavors. Apart from that, you can also export a report from MS Excel, which further enhances the customization process.

QuickBooks Online is the top-graded accounting software that you can access from anywhere and anytime with a stable internet connection. The main benefit of using this software is that it creates a backup online, and you don’t have to worry about data loss. However, if you are accessing the QBDT and want to switch to QBO, you need to convert QuickBooks Desktop to Online.

Converting QuickBooks Desktop to Online is not a difficult task until you have proper instructions to do the same. Therefore, to help you out, we have created this comprehensive post so that you can easily migrate QuickBooks Desktop To Online.

Stepwise Instructions to Convert QuickBooks Desktop to Online

Stage 1: Get Your Desktop File ready:-

• Initially, ensure that the QuickBooks company file isn’t too large to export.
• If you want to ensure that total targets are less than 750,000, then hit the Ctrl+ 1 key.
• Now, you are required to print a copy of your Sales Tax Liability Report. Then, you have to enter adjustment entries before moving ahead, which are as follows;

•  Move to the Reports menu, then opt for Vendors & Payables.
• Tap on the Sales Tax Liability, and then click on All from the drop-down menu of Dates.
• After this, choose the Save as PDF option by clicking on the Print drop-down menu list.
• Pick the folder you need to save the file, name it and then save it.

Stage 2: Migrate Your QuickBooks Desktop file to QuickBooks Online

Note: If you are accessing the QuickBooks version 2018 or older, you may use the QuickBooks Desktop File Restoration tool to upgrade your file. Afterward, you can transfer your data to QuickBooks Online.

Also Read: TurboTax Error 190

For QuickBooks Desktop Pro or Premier Users:-

1. To begin the process, log in to your company file using the admin credentials which you want to import.
2. After this, move to the Company and opt for the Export Company File to QuickBooks Online.
3. Tap on the Start your Export option and log in as an admin to your QuickBooks company file.
4. Now, click on Choose Online Company and then pick the QuickBooks Online company with whom you want to replace your company file.
5. Further, tap on the Continue option.
6. If you wish to track the inventory in the QuickBooks Desktop application, then go through the following steps:1. Tap on the Yes option to bring it over and then input as of date.
   2. Click on the No option if you wish to set up new items later in the QuickBooks Online application.
7. After that, type Agree within the text field and then tap on the Replace option.
8. Finally, opt for the Yes, go ahead and replace the data option and click Replace.

For QuickBooks Desktop Enterprise Users:-

• In the first step, log in with admin rights to the Desktop company file to which you want to move.
• After this, press the Ctrl + 1 key from your keyboard to bring up the Product Information window on your computer screen.
• Press the Ctrl + B + Q to open the export window.
• Now, from the Export Window, tap on the Get Started option.
• You must log in to the QuickBooks Online company file using the admin credentials to open it.
• Moving ahead, opt for the Choose Online Company and then pick the QuickBooks Online Company you want to replace your company file with.
• In the next step, opt for the Continue option.
• If you wish to track inventory in the QuickBooks Desktop, then go through these steps:
• Tap on the Yes option to bring them over and then mention the as of date.
• You must pick the No option if you wish to set up new items later in the QuickBooks Online application.
• After this, input “Agree’ within the text field and click on the Replace option.
• In the end, choose Yes, go ahead and replace the data, and tap on the Replace option.

Also Read:

Stage 3: Be Prepared to Use QuickBooks Online

1. Initially, you must link your bank or credit card accounts in QuickBooks. To do so, follow the stepwise instructions listed below:

1. Initially, move to Bookkeeping > Transactions > Bank Transactions. Otherwise, opt for the banking menu.
2. If you want to set up a bank account for the first time, opt for the Connect Account. Otherwise, opt for a Link account if you have already set up the bank account.
3. Now, add the name of your bank or credit card account. Note: If you cannot find your bank account and you still want to add your transactions, then you can upload those transactions manually.
4. Moving ahead, tap on the Continue option and log into your bank account using the correct bank login details.
5. Go through the instructions displayed on the screen and then move further. These steps may consist of mandatory security checks for your financial institution. Your bank might take seconds to connect with your bank account.
6. Opt for the accounts you wish to connect and then click on the drop-down menu of Accounts Type. Then, pick the bank account that matches the accounts’ charts in the QuickBooks Desktop.
7. Now, decide how much past transactions you want to download. Some financial institutions allow their users to download transactions for the last 90 days. Whereas some of the banks allow their users to download for upto 24 months.
8. Finally, choose the Connect option.

Also Read: Change TurboTax Password

2. You can also create and send invoices to your customers through QuickBooks Online. To do so, go through the instructions listed below:

For the Old Users:-

1. Initially, click on the +New option and then Invoice.
2. Choose a customer from the list of available options by clicking on the Customer drop-down menu. Ensure you have added all the information accurately, especially the email address.
3. Examine the Invoice Date. If you wish to make changes to the due date, tap on the Terms drop-down menu.
4. Now, choose the product/service from the Product/service column.
5. Add the quantity and rate of the product and change the price if required.
6. If you wish to charge the sales tax, mark the tax checkbox.
7. Once done, you will see numerous options for saving or sharing your invoice.

• If you wish to send the invoice, tap on “Save and send” to email the invoice to your customer. Adjust the email if required and opt for the Send and Close option.
• Click on the Save and Close option if you wish to send the invoice later.
• For printing the paper invoice, choose the Save option and then Print or Preview.
• Opt for the Save and Share link option if you wish to send the link to their invoice using the text message.

For the New Users:-

1. To initiate the process, click on +New and then the Invoice option.
2. Pick the Add Customer option and pick the customer by clicking on the Add customer option. You must verify that all the details are appropriate, including the email address.
3. Analyze the Invoice Date, Due Date, and Terms of the invoice, and then you can add the new dates and terms if you wish to.
4. Now, pick the product or service by tapping the Add product or service option.
5. After this, choose how you wish to compute the charge amount-flat rate either by hour or by item. If required, you can add the quantity or the amount into the text field.
6. If you wish to customize the info or design of your invoices, then click on the Manage option.
7. After that, choose the options from the side panel. QuickBooks recalls your choices and then apply them to all the existing and future invoices.
8. Now, you will see many options on your screen to share or save the invoice.

• To send the invoice immediately, tap on Review and Send to email the invoice to the customer.
• For sending the invoice later, click Save and close.
• You need to tap on the Print and Download option to print the paper invoice.
• If the customer has given you the payment, click on the Receive Payment option.
• If you wish to send a link to the invoice via a text message, choose the Share Link option.

Also Read: QuickBooks Enterprise 2023 Update

3. You may also maintain a track record of your bills and can take guidance on paying bills in QuickBooks.

Ending Note

Hopefully, we assure you that the steps mentioned above will help you to convert QuickBooks Desktop to Online. Now, you can easily access the features of the QuickBooks Online software and can work from anywhere and anytime. However, if you still have any issues while converting QuickBooks Desktop to Online, you can take help from our experts through email or chat.

QuickBooks is one of the most outstanding accounting software used by millions of worldwide users. To harvest the program to its fullest potential, you need to set up QuickBooks Desktop services with the utmost care and attention. QuickBooks configuration mainly consists of file sharing, networking, and access permissions.

When you define them properly at the time of the program setup, you may run the program to handle the core competencies of your business accounting without getting annoying hurdles. Let’s navigate through the process of setting up QuickBooks services to make your accounting more efficient.

Things To Keep In Mind Before You Perform QuickBooks Setup Services

Before you proceed further with the procedure, you need to consider a few crucial points to get it accomplished. Check below:

• QuickBooks Desktop setup services take a good amount of time, so better if you do it on the weekend to save your working hours from hindrances.
• You need to have a system administrator with full permission to make crucial changes, which can also manage file sharing, networking, and other crucial tasks of the installation process.
• Besides, you will also need a finance professional who understands financial needs. He can manage many things, such as access to the company file, setup procedures, areas that need to get covered, and several others.

Considering these important points, you can configure QuickBooks services in an efficient manner and reap its advantages to their fullest potential.

Also Read: How Can I Speak To A Live Person At QuickBooks

How Can I Setup QuickBooks For The First Time?

If you are going to setup QuickBooks for the first time, you need to perform a few essential steps to make the program work for you. Check below:

1: Register Your Accounting Software

In the first place you need to register QuickBooks in the first place. Once your trial period is over, you can select a suitable package and register your QuickBooks Desktop application.

2: Customize Your Settings and Preferences

Once the program is registered, you can configure your settings and preferences by following the below-listed steps:

• Choose Company from the top menu and then select Preferences.
• Thereafter, you need to add the company contact details and modify the settings according to your specific preferences.
• This section enables you to configure the settings for the sections, such as payments, credit card, payroll, invoice automation, and several others.
• To edit your preferences in QuickBooks, select Edit from the menu and then select Preferences.
• When the Preference window opens, choose the category you want to edit.
• In each category, you will find two tabs, namely – My Preferences & Company Preferences.
• My Preferences tab will enable the currently logged users to make the changes.
• Company Preferences lets users make changes that affect the entire data file. Only the admin user can set their preferences, and the changes will affect every QuickBooks user.

3: Move Your Financial Data To QuickBooks

Once you have configured the important settings and preferences in the program, you may now transfer your business accounting data to QuickBooks. In QuickBooks, you can simply import data, such as customers, vendors, or charts of accounts, using Excel.

• You need to select the Company tab in the first place and choose More.
• After that, you can Import Data using a particular drop-down menu.

Also Read: QuickBooks Desktop 2023 Product Summary

4: Merging Your Bank Accounts

Now that you have made the required changes link your bank or financial accounts with the QuickBooks application and get all your bank transactions downloaded into the program. You can also check for any discrepancies in your bank transactions with the help of this accounting reconciliation feature.

Merging your bank account when you setup QuickBooks Desktop services not only saves your time and effort in moving the transactions manually but also prevents the errors caused due to manual entry. To keep a comprehensive track of your transactions, it is wise to keep a dedicated account for QuickBooks.

• When you go to the top of the banking menu, your bank automatically gets linked with your accounting software.
• When a new Window appears, add the detail of the bank you want to sync with QuickBooks.
• Next, a new window will show up labeled Fill your particular bank details.
• Here, you may use your online username and password to proceed further.

Following these steps, you will see that your account is now linked to the QuickBooks application. Besides, you can send your bank transactions to the software with the utmost ease.

Moreover, you can add customer and vendor names to each transaction and maintain an intelligible record of the transactions. You may also merge your business credit cards by navigating to the Banking menu in the QuickBooks Desktop application. After you setup QuickBooks merchant services, move to the next step.

5: Creating Custom-tailored Invoices

After merging your bank and credit card accounts to the QuickBooks Desktop software, you can also customize your particular invoice with Company Banking. Below are the steps to get the task accomplished:

• Navigate to the Customers tab to get started with the procedure.
• Now from within the Customization menu, choose to Create Invoices.
• Next, select the desired invoice you want to customize and move to the next step.
• You may further apply more changes to the chosen invoice using Customize Date Layout from within the Formatting tab.
• The option also enables you to customize the design and layout of the invoice.
• Moving ahead, checkmark the box for Use Logo if you think it is good to go.

Also Read: QuickBooks Enterprise 23.0 Update

6: Move Your Contacts To QuickBooks Application

After customizing the invoices, you can move your contacts to QuickBooks by performing the below-described steps:

• Go to the Company tab and then click on More >> Import Data.
• After that, choose Vendors or Customers based on the type of data you want to import.
• You can move the data using a CSV or an Excel file.
• After importing the data, QuickBooks will extract the data automatically.
• Make sure that the data is entered correctly and click Continue and then Review the data.

Following these easy steps, you can configure the QuickBooks application and use it to handle the correct competencies of your business accounting. After that, you can setup QuickBooks services and run them efficiently.

7: Steps For QuickBooks Desktop Setup Services

If you want to setup QuickBooks Desktop services, but are not sure how to get the job done, following the below-given steps will help:

• From within the Menu bar, select List and then Item List.
• Now to create service items in QuickBooks, you need to click the Item button located in the left corner.
• Thereafter, when you see a pop-up menu on your screen, select the New command.
• Next, select Services using the Type drop-down list from within the New Item Window.
• Moving ahead, give a name for the service into the box labeled as Item Name/Number.
• If you want to make this service a subitem of another service, mark the checkbox against Subitem.
• After that, select the main service item and make sure that the item should be categorized from the adjacent drop-down.
• You can now add a description for the service in the Description field, which will be displayed in the invoices and sales receipts.
• Here, you need to enter the Rate at which you will provide the service.
• Once done, you need to select the Tax Code for the service in the next step.
• Now select an income account from the Account drop-down menu to which you attribute service sales.
• Mark the checkbox for This service is used in assemblies or is performed by a subcontractor or partner and move ahead.
• Once the checkbox is marked, provide the purchase information for the service in the field labeled Purchase Information.
• Now enter the sales information in the area specified as Sales Information.
• Once the Service item is created, hit OK and save it, and the service will be saved into the Item List.

8: Setting Up Payroll Service in QuickBooks

QuickBooks also enables users to setup a payroll service that helps users handle their business payroll, send paychecks, track payable hours, file taxes, and much more. You can choose any of the QuickBooks Desktop Payroll Basic, Enhanced, or Assisted services. In the first place, you need to activate your QuickBooks payroll subscription.

Once activated, enter your payroll service key. Thereafter, your monthly payroll subscription gets activated, and you can set up your processes with the help of an experienced QuickBooks professional.

Also Read: Change TurboTax Password

Summing It Up!

The steps described in this post can help you set up the QuickBooks Desktop and its essential services. After QuickBooks Desktop setup services, you can get started with the program. If you are having trouble setting up QuickBooks services, you may look for “QuickBooks setup services near me” in order to get relevant assistance. The professionals can guide you with step-by-step assistance so that you can start harvesting the benefits of the program.

QuickBooks Enterprise 2023 is the latest edition of the QuickBooks Enterprise solution, which was made available to accountants on Sept. 6, 2023. Besides, the date for the general release is Sept. 20, 2023. This edition promises to give you more control over your business accounting. QuickBooks Desktop Enterprise is certainly the most advanced version of the QuickBooks Desktop application that facilitates businesses having complex business accounting management needs.

The QuickBooks Enterprise 2023 update allows better management across multiple entities, approvals for the bills and PO, expiration date tracking, and several others. If you are willing to know what features will be accessible with QuickBooks Enterprise 2023, reading this informative post until the end will help you to get all your queries answered. Let’s start!

Also Read: What’s New in QuickBooks Mac Plus 2023

Newly Updated QuickBooks Enterprise 23.0 (2023) Features

With every new edition of the QuickBooks Desktop edition, you can access some newly added features that can make your business accounting more efficient and give you better control over your finances. QuickBooks Desktop Enterprise 2023 version is already rolled out, and it has some newly updated features that can make the most out of your business accounting. Check below:

1: Intercompany Transactions

This feature allows QuickBooks uses handle multiple business entities with enhanced efficiency. It offers a comprehensive dashboard wherein you can establish and track the relationship between two entities with the utmost ease. Besides, you can also assign asset and liability accounts and track transactions more accurately. Furthermore, you can move bulk transactions in a reduced time.

It not only saves your time and effort in entering them manually but also reduces the scope of the errors. In addition, you can create intercompany transaction reports in an intelligible manner. These reports can give an insight into the complete transactions and tell the story behind these numbers. To access this feature, you need to log into your account, then go to the Menu bar, and select Company >> Intercompany Transactions.

2: Inventory Categorization & Tracking of Expiration Date

Inventory management is one of the most crucial features of the QuickBooks application. It allows users to track their quantities in hand, get the real-time value of their inventory, and stay on top of purchase orders. The new inventory tracking feature will allow users to categorize their inventory up to four levels and get reports based on this categorization. This efficient feature can make the inventory tracking process efficient.

Besides, you can keep your inventory up to date and eliminate business losses by assigning expiration dates. The categorization feature can also be included in sales orders, invoices, and some other areas. Having a systematic categorization of your inventory will enable you to sell the items more quickly. Moreover, you can get to know which products are selling and which ones are not. These insights into your inventory can help you streamline your business.

3: Bill and Purchase Order Workflow Approvals

QuickBooks Enterprise offers incredible features to manage your bills and purchase order workflow. The newly added feature will increase transparency and safeguard against fraud with customizable bill and purchase order workflow approvals. To do so, the program will create a digital audit trail for each transaction. You can do it all with one comprehensive dashboard. It includes maintaining the cash flow oversight and tracking bills and Purchase orders that need approval.

To ensure that you don’t miss an approval deadline, the program will also send you timely reminders. Furthermore, you can customize your workflow approval or use some incredible templates to configure the approval flows suitable for your business.

Also Read: Upgrade QuickBooks to QuickBooks Desktop 2023

4: Cash Flow Hub

If you want to keep track of your cash flow, incoming and outgoing, the cash flow hub is one of the best QuickBooks Enterprise 2023 features that can help you. It offers a single dashboard wherein you can track your cash flow, including invoices, sales receipts, payments, credit memos, and more.

Furthermore, you can streamline your expenses by tracking paid and upcoming vendor bills. Also, you can consolidate multiple reports without needing to do the manual calculation. Once your cash flow is streamlined, you can focus on other competencies of your business accounting.

5: Enhanced Banking Connection

The baking feature in QuickBooks allows users to manage their day-to-day banking transactions and download them from their bank and credit card accounts. You can connect your bank or credit card account directly with the QuickBooks application and manage your bank transactions seamlessly.

The enhanced banking connectivity will be improved in several ways. You may now connect many banks to the program. Earlier, direct connectivity was not available, but you can only get bank downloads. The connections will be more stable and secure, alleviating downtime and keeping security threats at bay.

Moreover, you can also set the frequency to download the banking data, and data will be automatically downloaded to QuickBooks at intervals you have specified. The intelligent streams of these new downloads will make reconciliation much easier and more efficient so that you can keep an eye on any kind of discrepancies and keep your banking data accurate.

6: Automatic Mileage Tracking

Mileage tracking is an efficient feature in the program that lets users maintain a log of miles or kilometers driven for tax deductions or possibly for reimbursement purposes. It means that every mile covered to accomplish a task related to the business, for instance, a client meeting, grabbing work supplies, or various others, will be tracked and deducted from taxes or reimbursed.

Automatic mileage tracking is one of the most efficient QuickBooks Enterprise 23.0 features that allows you to track mileage automatically so that you can get the maximum possible tax deductions. The application can automatically track trips from beginning to end. You can access this feature from the Menu bar. Select Company and then click Track Vehicle Mileage to use this QuickBooks Enterprise 2023 feature.

7: Enhanced Accounts Receivable Reporting

An account receivable list in QuickBooks includes all the invoices that are unpaid by date range. This report tells you which customers owe money and what amount. This QuickBooks Enterprise 2023 feature can help you manage your account receivables with enhanced efficiency. You can access this feature when preparing reports with a large amount of data.

Once you have a comprehensive track of your account receivables, you can get paid faster. Besides, this feature can also help in taking prompt actions related to your finances that can play a major role in getting useful insights into your business performance and preventing you from losses. Besides, making reports is now a matter of seconds with this enhanced feature.

8: Payment Links Dashboard

QuickBooks Desktop enables users to send a payment link to their customers and get paid faster for the due invoices. It is basically a payment tool that helps users collect payments with ease. These links can also be used to receive advanced payments before the work is done or an invoice is created. Using this feature of QuickBooks Enterprise 2023 can make it easy for you to get paid without needing to change after the payments.

A payment link dashboard in QuickBooks gives all the payment-related information in one place so that you can get an insight into your payments business performance. You may access this dashboard from the Customers menu. Here, you can choose a suitable payment method and then click on Send Payment Link. You will also receive a confirmation email having a copy of the payment link included in it.

9: Contactless Payments

Contactless payment is an efficient feature of QuickBooks Enterprise 23.0 that enables users to make mobile payments fast and conveniently and enables you to run your business flexibly. Besides, you can help your customers to pay invoices with the utmost flexibility and make the sales speedy and smooth.

Utilizing these features, customers have various payment options such as insert, digital wallet, and tap, making invoice payments easy and seamless. Furthermore, providing the card details in the QuickBooks GoPayment app will help you get paid without the card reader. Also, you can control and manage the permissions for your employees to take payments without having them access your crucial information.

These are some of the most iconic features added to the QuickBooks Enterprise 2023 version of the program that can make your business accounting easier, have better access and control, get paid faster, and make sales seamlessly. You can check the QuickBooks Enterprise 2023  update on the latest pricing.

Also Read: Change TurboTax Password

What is The QuickBooks Enterprise 23.0 Update For Desktop Pricing?

If you are looking for the QuickBooks Enterprise 2023 new pricing, you will be glad to know that the pricing will remain unchanged for the 2023 launch. You can access all the old features of the QuickBooks Enterprise solution, along with the newly added features. However, some of these features, such as Intercompany transactions, inventory categorization, and expiration dates, are available with the QuickBooks Enterprise Platinum and Diamond subscriptions.

QuickBooks Desktop 2023: QuickBooks accounting software helps small and medium-sized businesses manage business operations easily. It helps businesses accept business payments, manage bills, and pay payroll functions. To provide the best-in-class features and benefits, Intuit releases a new version of QuickBooks desktop products each year that comes with new updates and features. For the financial year of 2023, users will get new advanced and enhanced features, such as a new cash flow hub, improved track vehicle mileage feature, enhanced bank connectivity, etc.

What’s New In QuickBooks Desktop 2023?

Based on the subscription level, you will find three new features available for enterprise users, i.e. Item Categories feature, the Expiration Dates feature for Advanced inventory serial/ lot tracking users, and the Intercompany Transition feature.

With its predicted release of the Desktop product line to ProAdvisor and the accounting community in 2023, Insightful accountant will start publishing the annual series on the new features added to QuickBooks desktop. Some of the QuickBooks desktop 2023 products are now more costly to fairly reflect the products’ value and compete with the internal and outside offerings.

Also Read: What’s New in QuickBooks Mac Plus 2023

New Features in QuickBooks Enterprise & Accountant 2023

Let’s discuss the list of new features in the QuickBooks desktop 2023 product summary for Enterprise & Accountant (v23) users.

1. Inventory Item Categories

Until the QuickBooks desktop (V22), the users only had limited options to categorize the inventory items i.e.

• Item name or number
• Purchase description
• Manufacturer’s part number
• Sales description

Previously, QuickBooks users only had the option to establish a hierarchy for their inventory items was defining the item as a sub-item of another. But, for QuickBooks Desktop 2023 version: Enterprise users will provide a more effective way to manage their inventory through user-defined inventory item categories.

Steps to use Inventory Item Categories Feature:

• First, you have to ensure that the Company File Administrator option is enabled in the “Items and Inventory Company Preferences” option.
• After that, the users can easily create and assign categories to inventory items.
• Through the “Add/ Edit Item” option, you can easily categorize the items. You can access these item lists from the “Lists” or “Inventory” menu or the “Items and Services” icon available under the company section of the home page.
• Thereon, you can run various inventory item-related reports, including a new category field in those reports and view report items by category.

The main advantage of using this feature is that it enables users to define the items in each way they want to represent them and helps limit abuses of the item by naming convention that eventually renders meaningless reports.

Also Read: Upgrade QuickBooks to QuickBooks Desktop 2023

2. Intercompany Transactions

Businesses running multiple related companies must manually create the same transaction in their different company files to correctly record Intercompany financial transactions. Sometimes, it may result in duplication of work and may cause a mismatch of entries.

Creating duplicate entries between entities creates more complexity for a multi-faceted company’s record-keeping. Sometimes, the accountant and bookkeepers may find it difficult to correctly record the transactions and ensure the company’s records and financial data accuracy.

This feature helps create and maintain relationships between different QuickBooks company files, post Intercompany transactions (bills and checks) with the related companies and track all the transactions.

How to use Intercompany Transactions?

• You can only create an Intercompany relationship between two different but related company files. Ex: an Intercompany relationship between a parent or holding company and a subsidiary company.
• You must sign in to your Intuit account for both company files before creating any relation within QuickBooks desktop.
• You can easily create a relationship with the parent company with the help of the Intercompany transactions menu item under the Company menu icon.
• As a step in the setup process, you can either add or select “Due To” or “Due From” accounts from this initiating company file.
• You can also send a request to the related or destination company for becoming a part of the relationship.
• The destination company must accept or reject the Intercompany relationship request from the Parent company.
• If you want to send an Intercompany vendor bill from the parent company to the related company, click on the “Intercompany Transaction” option to enter the bill transaction manually.
• After saving it, the transaction will be posted on the “Sent for Approval” section of the Parent’s company dashboard and the pending section in the dashboard of both the receiving company.
• The related company can approve or reject the transaction from the parent company. Approval of these transactions can cause journal entries to be posted with the “Due to” and “Expense” account. If the transaction gets approved, the corresponding journal entry can be viewed by the entry in the approved section of the dashboard.
• Here, the related company will receive the transaction with the pending section of the Intercompany transaction dashboard.

This new QuickBooks enterprise feature has been needed for a long time. For businesses with multiple related companies, this feature can help them in saving a lot of time.

Also Read: Query Processing Error QuickBooks

3. Expiration Dates

Currently, businesses depend on third-party solutions for keeping a track of inventory expiring dates or sometimes they may use QuickBooks custom fields to do so. But when you use the custom fields in QuickBooks enterprise to configure the record dates, the existing reports can’t track the custom reports chronologically. Hence, it will fail to track expiration dates.

QuickBooks desktop 2023 version will be coming with a new feature of Expiration dates, which will help maintain and streamline expiration date listing.

How to Use Expiration Dates Features?

• At first, navigate to the “Items and Inventory Company”> “Advanced Inventory Settings”> “Serial/ Lot no. & Expiration”> “Expiration Date” preferences option.
• Thereon, you have to enable the “Company file admin” feature.
• After that, add the expiration dates to inventory items with serial and lot numbers during receiving or purchasing.
• Then, run a serial or lot numbers report and access your product’s expiration date section.

This long-needed product enhancement feature will help many of the QuickBooks Desktop 2023 enterprise users to manage the stock inventory.

Also Read: Change TurboTax Password

Plus, Enterprise, Accountant Features QuickBooks Desktop 2023

1. Cash Flow Hub

The cash flow hub helps you to manage, explore and track the cash flow. It’s a one-stop location that provides account visibility and helps you monitor and track cash position, including bank accounts, loans, credit cards, etc. QuickBooks cash flow hub feature will help you to manage the money-in and money-out transactions. The trend section at Cash Flow Hub graphically displays how your balances vary over time so that you can easily identify cash flow indications that impact the cash flow position of your business.

Through this cash flow hub feature, users will be able to:

• Check the account balances
• Examine cash flow details reports
• Managing overdue bills and payments
• Checking cash balance trends

Cash Flow Hub can be accessed from the company or reports menu. Users can also access this feature under the shortcut sidebar available on the home screen of the QuickBooks desktop 2023 version.

2. Tracking Vehicle Mileage

Vehicle mileage is not a new feature in QuickBooks, but the new method of tracking mileage in QuickBooks Desktop 2023 product is new and very efficient. QuickBooks desktop 2023 version has an enhanced feature of managing and tracking vehicle mileage, allowing users to add trips from their mobile device or desktop and get them approved.

With this in-built mileage app, users don’t have to worry about manually tracking the odometer readings of their business trips. You can automatically calculate the miles by providing the start and end trip locations.

QuickBooks will automatically fetch the IRS mileage rate, which you can use to compute each trip’s mileage expense. Tracking vehicle mileage feature is available for QuickBooks Desktop 2023 product: Plus, Enterprise, & Accountant users, which can be accessed from the Company menu.

Also Read: QuickBooks Upgrade 2019 to 2022

3. Report Optimization Enhancements

Users with large-size company files often face issues related to report compiling time with more complex reports within QuickBooks. An example of these types of reports is A/R Aging Reports.

QuickBooks Desktop 2023 version has made many enhancements on the back end that improve report compilation performance for large company file sizes (>300 MB).

Users will not see any change in the reporting interface, but they will perceive these reports loading faster than previous versions. Report Optimization Enhancement is available for the QuickBooks Desktop 2023 product: Plus, Enterprise, and Accountant users in U.S. and Canada.

4. Upgraded Banking Connectivity

Thousands of businesses using the QuickBooks desktop application have downloaded their bank and credit card transactions with the help of traditional methods of bank connectivity through bank servers. These traditional methods are prone to connection stability errors and security concerns; that’s why many banks have shifted towards API-based connectivity, i.e. the method used in QuickBooks online.

QuickBooks desktop 2023 version will offer enhanced and upgraded banking connectivity features using a modernized platform prone to security and connectivity issues.

The upgraded banking connectivity has improved online banking in the following ways:

• A direct connectivity feature with many banks, which was not offered in previous versions.
• Banking connections will now be more stable with fewer interruptions and low downtime.
• Automatically downloading banking data as per user-determined frequency which can be configured and QuickBooks desktop will fetch the bank or credit card information.

Users can set up improved banking connectivity from Bank Feeds under the Banking menu. This feature is also accessible by selecting Bank Feeds under the shortcut sidebar on the home screen.

How enhanced banking connectivity works?

• Search for your Bank
• Connect or authenticate with your Bank
• Connect your bank account
• Download and check the bank transactions

The improved banking connectivity feature is available for QuickBooks Desktop 2023 products: Plus, Enterprise and Accountant within the U.S. edition.

QuickBooks Desktop 2023 Product Summary: New Payment-Related Features

Let’s discuss the list of new features that users can use in the QuickBooks desktop 2023 version.

Note: These features require QuickBooks payments accounts and are subject to eligibility criteria, credit and application approval.

1. Better Payment Links

The payment links feature was released in the QuickBooks desktop 2022 version. But in QuickBooks 2023, an additional active QuickBooks payments account enhanced this feature, allowing users to accept payments more easily and faster.

By using the QuickBooks desktop 2023 version, businesses can directly link these payments or deposits to their customers without needing a form or invoice. The enhanced dashboard will help you keep track of all the payment links and their status, and you can easily follow up on the pending payments by sending reminders.

This enhanced better payment links feature is available for all the QuickBooks desktop 2023 versions, i.e. Pro/ Premier, Plus, Enterprise and Accountant versions in the U.S. edition.

2. New Node Card Reader

QuickBooks Desktop 2023 product comes with a new node card reader support. This reader will allow you to accept payments through contactless cards, Apple Pay, and other mediums from your customers for your services/ products.

Suppose you are using QuickBooks payments with QuickBooks desktop as you start using the Node Card Reader feature. In that case, the payments you will receive will get recorded and matched automatically, which helps maintain financial books without any extra effort.

Important: It’s mandatory to have an active QuickBooks payment account to use the new Node Card Reader feature.

QuickBooks Desktop 2023 Product: Payroll-Related Features

Let’s discuss the QuickBooks desktop 2023 product summary and new features related to the QuickBooks payroll subscription.

1. Income Verification/ Equifax Employment

As the security of personal information is becoming an important concern for everyone, it is a fiduciary responsibility of employers to safeguard their employees’ personal information. In addition, employees often request that employers verify their employment and income information for several agencies, such as lenders, creditors, and governmental agencies, for public assistance, loan approvals and other basic purposes.

Now, in the 2023 version of QuickBooks desktop, it has partnered with Equifax to automate employee verification and income information requests for businesses with active desktop payroll subscriptions. The safeguards of Equifax will make the verification process more secure and easier.

Users can access this feature under the “Income & Employment Verification” section. (QuickBooks> Edit> Preferences> Benefits & HR> Company Preferences> Income & Employment Verification).

2. HCM With Guidelines 401 (k)

Retirement plans are excellent benefits for your employees. QuickBooks has partnered with Guideline to provide affordable and fully integrated 401 (k) plans in the desktop version when the users have an assisted payroll subscription on the QuickBooks desktop.

Users can easily choose a plan that works for their business and employees and can easily set up in QuickBooks desktop 2023 product. After you set it up and run the assisted payroll with new contributions, the information and contributions will be sent automatically to Guideline. You can easily select a plan from the options which suits best for the needs of your business and employees.

To Summarize

We hope you find the information mentioned above useful. As demonstrated above, we have covered all the new features and benefits of the QuickBooks Desktop 2023 product. Depending on the features and your needs, you can easily determine whether you want to switch to the QuickBooks 2023 version, or to continue with the older version. However, if you still have any queries related to the QuickBooks desktop 2023 product summary, then you can connect with our team through the chat box.

QuickBooks is the highly recommended accounting software that helps create invoices, print reports, reconcile accounts, etc. This accounting software is the utmost priority for most businesses to maintain their business accounting tasks easily and conveniently.

It is highly recommended that the users must have to download and install QuickBooks Desktop 2023 to use this software. However, if you are unaware of how to install QuickBooks Desktop 2023, go through this entire blog. We have provided a detailed procedure so that you can run the QuickBooks software smoothly to fulfill your accounting needs.

Stepwise Instructions to download the QuickBooks Desktop 2023 Version

You must download the QuickBooks Desktop 2023 from the Downloads & Update page. After doing it will present you with two different options as follows:

1. To Login as a ProAdvisor:- If you are a ProAdvisor user, sign into your QuickBooks ProAdvisor Center to get the software.

2. To Login As an Accountant: On the other hand, if you are an Accountant, you need to sign in to CAMPS to get the QB software on your device.

Once you log in successfully, download the installation file and follow the steps below to download QBDT.

• You are required to opt for your country, product and QuickBooks Version that you are using from the Downloads & Updates page.
• Thereafter, tap on the download option, and it will begin the process of downloading on your system.

Also Read: Upgrade QuickBooks to QuickBooks Desktop 2023

Here’s how you can find the QuickBooks version you are using

If you don’t know about the QuickBooks Desktop version you are presently using, you must go through the steps listed below.

1. For QuickBooks Desktop (Pro, Premier or Enterprise) Users:-

• Initially, open the QuickBooks application and hit the F2 key to open the Product Information window.
• Look for your product name, product name and license number. You may also get the release date at the end of the product name.
• After that, move to the File menu and locate the version of QuickBooks that you are presently using in the Version Used section.

2. For QuickBooks Desktop For Mac Users:-

Firstly, open the QuickBooks Desktop For Mac and then move to the Help menu. Now, tap on the Product Information, and you will see the Version you are using mentioned there.

Also Read: TurboTax Not Working

Stepwise Instructions to Install QuickBooks Desktop 2023

Once you have successfully downloaded the QuickBooks Desktop 2023, you can install and run it to optimum use of the accounting software. To install QuickBooks Desktop 2023, follow the steps listed below:-

Stage 1: Set up for the Installation:-

1. You must ensure that your system must fulfil the basic system requirements to install the software on your device.
2.  Once you have downloaded the QuickBooks software, save the file where you can find it easily, such as on your Desktop.
3. You must also keep the Product and License number handy.

Stage 2: Do the Installation of QuickBooks Desktop

• Initially, open the downloaded setup of QuickBooks i.e. “QuickBooks.exe”.
• Review the terms and conditions written in the License Agreement thoroughly. Then, tap on Accept & Continue to move ahead.
• After that, add the License Number and Product Number into their respective fields. If you cannot locate them, then on the “Locate your License/Product number. Once done, tap on the Next option.

Stage 3: Choose the Type of Installation:-

Pick the Installation Type from the Express or the Custom and Network Options.

1. Express Install:- You must choose the Express Install option if you fulfill the below-given needs.

• You can use the option when using the QuickBooks software for the first time on your device.
• If you have installed the software again, you may also opt for this option.
• Moreover, you may also plan to utilize the QB application on a workstation that is not part of the network of your computers.
• To use this option, tap on Express and then the Next option. Further, click on the Install option. Try opening the QBDT application once the installation process is completed.

2. Custom and Network Install:- You may pick this option for the QuickBooks Desktop 2023 installation, then it is important to meet the following requirements:

• You can use this option to set up a multi-user network in QuickBooks.
• When you want to host your data file on the server.
• The users can use this option if they have installed QuickBooks on the default location i.e, on a server.

Click on the Custom and Network option > Next to use this option. After this, pick the option to let you know how to use QuickBooks. Tap on the Change the install location from the upcoming screen. Then, tap on Browse to choose the location of the QB folder, preferably the Programs Folder. Click on the Next option to initiate the process of installation.

Stage 4: Get the QuickBooks Desktop Updated:-

Once you have completed the installation process of QuickBooks Desktop 2023, try activating and updating the software. Follow the steps mentioned below to update the QBDT.

• In the first place, open the QuickBooks application, move to the Help menu, and choose the Activate QuickBooks Desktop option.
• Review the transactions by following the instructions displayed on-screen.
• Once the steps are completed, QuickBooks will automatically be updated, and you can easily use the accounting software.

Also Read: QuickBooks Error H202

Final Words

Through this post, we have provided step-by-step instructions to download and install QuickBooks Desktop 2023. Once you are done with the installation process properly, you can use the QuickBooks Desktop 2023 to fulfil your day-to-day accounting needs. We hope that you may find this post informative and useful for installing the accounting software on your system easily. If you have any queries while installing the accounting software, you may consult with our professionals to get complete guidance.

Intuit has recently launched QuickBooks Desktop Pro Plus which is a paid software that you need to renew every year to maintain access to it. This accounting software helps organize the finances of small and medium-sized businesses. The best part about the accounting software is that it is easy to set up and can be used easily using the step-by-step tutorial. Moreover, using QuickBooks Pro Plus 2023 you can easily manage expenses and can obtain reliable reports for filing taxes.

In addition to this, it also provides you with the bank feeds feature so that you can easily categorize or make changes to your bank transactions by payee, accounts, and classes. However, it is mandatory to compare the QuickBooks Pro Plus 2023 Price and how many users can use it so that you can easily enjoy the uninterrupted accounting services of the software hassle-free. To know more details about the QuickBooks Desktop Pro Plus 2023 you must go through this blog till the end.

Also Read: QuickBooks Error H202

Top-Notch Features that you can avail using QuickBooks Desktop Pro Plus Version

QuickBooks Desktop Pro Plus Version comes up with an annual subscription so that you can enjoy a seamless accounting experience. It saves a lot of time for the users by automating recurring statements to different customer groups based on tendencies or needs. This accounting software provides you with payroll and online features that you must have an uninterrupted and high-speed internet connection. You can also receive payments from your suppliers faster by sending them invoices and can also download bank transactions.

The best thing is that you can easily import your data even if you don’t have any sort of accounting knowledge. Moreover, this accounting software also provides you with an automatic backup facility and a 24*7 customer support facility. In addition to this, you may also get a 60-day money-back guarantee. So you don’t have to worry about the QuickBooks Desktop Pro Plus Price that you paid while purchasing the subscription. With this software, you don’t have to worry about data loss as it automatically backup the QuickBooks data. In addition to this, just by having the QuickBooks subscription you will get the upgrades throughout the year and ensure that you are using the most recently launched version of QuickBooks Desktop Pro Plus 2023.

Also Read:  Change TurboTax Password

What are the benefits of accessing QuickBooks Desktop Pro Plus?

Using the QuickBooks Desktop Pro Plus software you can easily schedule and pay bills. You can use the funding source along with the digital or physical forms that your vendors prefer. Once done, QuickBooks will automatically mark the bill which is paid and then inform you when the money is sent. Moreover, it also provides its users with the flexibility to choose any payment method to pay their vendors and can make the payments while bank transfer or physical check. Apart from this, there are numerous other benefits of accessing the software which is as follows:

1. Upload Bills via Desktop Mobile Application:-

The users can automate the bill entries using the QuickBooks Desktop Mobile application. You only need to import and review the picture after attaching it. It also provides you an option so you can direct email bills from your suppliers to QuickBooks, and the software will immediately produce bill transactions for your inspection. Additionally, to maintain organization for the streamlined audit trials, link the files to bill transactions.

2. Add Documents to Transactions:-

Now, using the QuickBooks Desktop Mobile Application you can add documents to transactions faster by directly uploading them. Moreover, you can also attach numerous documents at one time. In addition to this, the best part about this feature is that it eliminates the need to store physical documents and keep it organized.

3. Customize Bill Payments Stubs:-

You may now add documents to transactions more quickly by immediately uploading them using the QuickBooks Desktop Mobile Application. In addition, you can upload many files at once. The best thing about this functionality is that it eliminates the need to manage and save actual papers.

4. Automatically Send Statements:-

Now you can put a stop at the hassle of regularly sending statements to your customers to remind them of the open balances. For that you can simply schedule statements emails to send automatically without making changes every time when you need to send them.

5. Track Inventory and Sales Tax:-

QuickBooks Pro Plus provides you with a feature using which you can track products, the actual cost of goods, and can also receive notifications whenever inventory is low. Moreover, you can also keep a track record what you have ordered. You can also easily adjust the inventory to account for loss and theft.

Using this software you can also track sales tax automatically throughout the entire month. You can also explain which customers and products are taxable.

6. Helps in Creating Invoicing:-

It helps you in preparing invoices for services, goods, and for billable expenses. You may also receive direct payments from your vendors by sending them the invoice and can also send reminders for the payments that are due.

7. Keep Track of Income and Expenses:-

You can easily connect your bank or credit card account with QuickBooks and download the bank transactions and categorize them on your own. QuickBooks Pro Plus also provides an option so that you can easily import your previous financial data from Excel and other programs.

8. Helps in Managing Bills:-

With the help of the QuickBooks Desktop Pro Plus 2023, you can easily track bills as well as purchase orders. You can also maintain the cash flow statements and can take appropriate action on unpaid bills. The best thing is that you can easily view unpaid bills from vendors so that you can manage the payments without making much effort.

Also Read: Upgrade QuickBooks to QuickBooks Desktop 2023

Final Thoughts

Through this post, we hope that now you get a clear picture of the QuickBooks Desktop Pro Plus 2023 and the benefits of using it. Getting hands with this accounting software would be the best decision that you could ever make to accomplish your daily accounting activities. So, don’t waste your time and get this accounting software for your organization and streamline your accounting tasks to be done within the shortest amount of time.

QuickBooks is amongst the top leading accounting software that is used worldwide by small and medium-sized businesses. It helps with inventory management, payroll processing, preparing cash flow statements, and so on. Despite being outstanding software, at times the users might witness different technical glitches while using it.

You can talk to a live person at QuickBooks if you are having any problems utilising the software. The best solutions will be given to you by professionals so that you can quickly fix the problem. However, you must go through this blog attentively to know how to contact a live person at QuickBooks.

Also Read: Upgrade QuickBooks to QuickBooks Desktop 2023

How Do I Speak to a Live Person at QuickBooks?

Encountering technical glitches while using QuickBooks is not difficult unless you know the right way to resolve them. But the main problem arises when you don’t have any idea how to speak to a live person at QuickBooks. In order to speak to a live person at QuickBooks, dial the TFN number +1-888-803-7027 and then say “speak to a live person”. Thereafter, you need to wait for a while until they connect you with the first available live person at QuickBooks. After this, they will transfer their call to the live person. The experts will provide all the answers to your queries and get the issue resolved within no time.

How do I talk to a live person in QuickBooks

Now, you don’t have to worry if you are unable to talk to a live person in QuickBooks. Below, we have provided you with the complete set of instructions to contact the experts easily.

1. First of all, you can contact a live person at QB by dialling the toll-free number +1-888-803-7027
2. You may also chat with the Chat Support team.
3. Thereafter, sign into the QBO company and then tap on the Help menu.
4. Afterwards, click on the Contact Us option.
5. Now, you have to enter the issue that you are facing while using the QuickBooks software and then tap on Let’s talk.
6. Alternatively, you may also chat with the support expert to get rid of the error.
7. After that, you will get a call from the available QB experts. The experts will provide you with the best troubleshooting techniques.

Also Read: Quickbooks Error H202

How to contact a QuickBooks live person

There are different ways in which you can contact the QuickBooks live person. To do the same, go through the following steps:

1. Get in touch with QuickBooks Live Chat Support:

If you find that there is a small issue that can be resolved by contacting the live chat support, then request the live chat. You will be allotted the first available executive who can provide you with the proper instructions to resolve the issue within the least amount of time applicable. If you feel that it is becoming harder to get rid of the issue over a chat, you may also get in touch with the experts via phone call.

2. Contact us through our Community Support or Support Page:

If you are unable to find the appropriate solution to resolve the issue through the call, then you need not worry. You can visit the QuickBooks support page or community forums. Once you reach the forum page, you need to go through all the pages to find the best solution that you are looking for to eliminate the issue.

3. How can I get support for QuickBooks

There are numerous reasons why users might encounter errors and technical snags while using QuickBooks. Sometimes there is a common reason for the occurrence of the error and displays a code that may lead to the error. But at times, users may be stuck with errors that can’t be resolved on their own without the proper expert’s guidance. In such a case, the users must consult with the highly trained QuickBooks experts available round the clock by dialling the TFN +1-888-803-7027.

The QuickBooks tech support team will provide you with the first available executive who has years of experience in troubleshooting QB errors. The experts will assist you with proper solutions for all types of QuickBooks errors, including company file errors, payroll errors, print-related errors, banking errors, etc.

Also Read: Change TurboTax Password

4. I would like to speak with a live person QuickBooks

Even after making several attempts, if you are unable to speak with a live person on QuickBooks, then you don’t need to worry anymore. All you need to do is to go through the following steps so that you can connect with a live person within the shortest period of time.

1. In the initial stage, access the online website of QuickBooks using a safe web browser.
2. After that, go to the homepage and navigate to the Contact Us section.
3. Now, you need to pick the topic of your complaint along with its sub-topic.
4. Afterwards, opt for the live chat option that you can avail from 9:30 to 18:00. Then, you have to enter the issue that you are facing in QuickBooks and explain it properly.

5. Check that you have entered all of the information correctly and that the solutions are correct.

If you are still encountering issues while accessing QuickBooks, then you may also use the Live Chat facility to fix the issue instantly. The live agent will provide you with the best possible assistance to resolve the issue permanently. You can also call the toll-free number and speak directly with QuickBooks experts to resolve the QB-related error right away. The experts will listen to your query patiently and provide you with a full-proof solution.

I need to speak to a live person QuickBooks

If you are looking for the best possible way to speak to a live person via QuickBooks, then you have reached the right destination. You can get in touch with a live person at QuickBooks by dialling the toll-free number +1-888-803-7027. Other options through which you can get in touch with the QB experts are via live chat facility or via email.

Also Read: QuickBooks Error 103

Winding Up

Through this blog, you will get a clear view of how to speak to a live person at QuickBooks so that you can resolve the errors without making much effort. All you have to do is to go through this entire post and follow the stepwise instructions so that you can smoothly run QuickBooks without facing any technical glitches.

Intuit has recently launched QuickBooks Mac Plus 2023 Version to get a better experience with the accounting software. This version comes with several top-notch accounting features that help automate and streamline your day-to-day accounting activities. With the help of this upgraded version of QuickBooks, you can easily track invoices and expenses and can also get detailed reports. If you are totally unaware of what’s new in QuickBooks Mac Plus 2023, then you have reached the right place. In this comprehensive post, we have described all of the new features that users can access simply by installing QuickBooks Mac Plus 2023 on their system.

Here are the New Features that are Included in QuickBooks MacPlus 2023:

Are you totally unaware of the new features that are included in QuickBooks MacPlus 2023? If yes, then don’t worry and go through the following features listed below to enjoy the better functioning of your accounting software.

Also Read: Upgrade QuickBooks to QuickBooks Desktop 2023

1. Online Bill Payment

The best part about the QuickBooks Mac Plus 2023 is that now you can save your time by scheduling and paying bills online. After this, QB automatically marks the bill as paid and informs you once you have transferred the money. You can also gain financial flexibility by paying the vendors by opting for any payment mode such as credit card, debit card, or bank account. In addition to this, you must know that users are required to pay additional charges while making payments via credit card, or while accessing fast ACH and Fast Check expedited services.

2. Services for Uploading

Another important feature is that you can save time by automating bill entries in QuickBooks. You must do that by connecting a shared MacOS album to a company file. Soon after that, it will create a new transaction for review. By doing so, an image will automatically be attached to the transaction for simple reference.

3. Expanded Photo Sync

With the new advanced feature of the QuickBooks Mac Plus 2023 version, you can stay organized by attaching images of bills, receipts, or documents to your company file via automatic upload from your macOS shared photos album. This feature also helps in simplifying your audit trials and record-keeping without having to manually feed the data. The best part is that you can upload multiple documents to your data file at once.

4. Improved Condense

Using the QuickBooks Mac Plus 2023 release, it becomes much more convenient to manage the file size of your company file. However, if you want to reduce the size of the data file, navigate to the File menu Utilities > Condense Data option. Then, you can opt for the appropriate condensed option as per your choice. You can use the Remove Audit trial info date option to erase the audit trial to shrink the company file size, but it won’t remove the detailed transactions. If you choose the “remove all transactions” option, it will delete all the details of the transactions and prepare a consolidated journal entry of your data. Whereas, if you opt for the remove transaction date option, then it will help you delete all the transactions before that particular date.

Later on, you are required to choose which transactions you need to keep or delete. This will help QuickBooks to summarise the inventory transactions. Moreover, you also have to choose whether you wish to delete unused list entries and backup file locations. You will get to know when the file size of your company file is reduced and if any transactions couldn’t be removed, you will also see them.

5. Get Access to Additional Reports

QuickBooks Mac Plus 2023 provides its users with an advanced feature using which they can access additional reports to gain more insight into the business. These reports may include Profit and Loss Unclassified, Profit and Loss Budget Performance, Unpaid Bills by Job, and Adjusting Journal Entries. These reports provide significant data insights by ensuring that you can quickly analyze critical information about your company.

Also Read: QuickBooks Error 103

6. Ease to manage items

The QuickBooks Mac Plus 2023 version provides the feature of duplicate items so that you don’t have to enter all the details multiple times. This feature saves the users’ time by copying from an item and then making changes with new information. In order to make a duplicate of an item, right-click on the item and tap on the Duplicate item. Alternatively, you can also choose the item and tap on the plus icon presented at the bottom of the window to duplicate the item. Then, make changes to the information as required and tap on the OK option. By doing so, the new item would be automatically added to the item list. It also provides you with a feature using which you can easily merge data from customers, vendors, items, and other lists.

7. Aids in the Reconciliation of Discrepancy Reports

This accounting software also helps in reconciling reports so that you can easily detect error while reconciling. If you detect the error while reconciling, you can resolve it then and there so that you can manage your accounts easily.

Also Read: Change TurboTax Password

Summing Up

Through this post, we have tried our best to provide you with all the information so that you can get a clear idea of what’s new in QuickBooks Mac Plus 2023. You will also learn how you can get access to the newly launched features of the QuickBooks Mac Plus 2023 version to streamline your day-to-day accounting tasks. Moreover, with the newer version of QuickBooks, you can easily share your documents across numerous Macs connected through iCloud. It creates an i-cloud backup automatically.

Nowadays, it is important to upgrade your software to the latest released version to stay updated with the new features. Similarly, like any other software, Intuit releases a newer version with more enhancements. Therefore, it is necessary to upgrade QuickBooks to QuickBooks Desktop 2023 so that you can get access to the latest features. However, if you are looking for a blog that provides you with a complete understanding of how to upgrade QuickBooks Desktop to Lates Release 2023, go through this post.

Basic System Requirements of QuickBooks Desktop 2023

System requirements are the basic specifications that a device must have so that you can run the software smoothly without any hindrance. Below, we have specified some of the basic system specifications that are required to download QuickBooks Desktop easily on your system.

Also Read: QuickBooks Error 103

Operating Systems:-

According to the latest updates, after Jan 10, 2023, Microsoft will no longer offer security updates or support for PCs running Windows 8.1.

Note: The users must use Windows directly, not through an emulator or virtual environment, in order to use QuickBooks.

Users can run QuickBooks Desktop 2023 on the following operating systems:

• 64 bit Windows 10 and Windows 11- natively installed
• Windows Server 2022, Standard and Essentials
• 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

Database Servers:-

• Windows Server 2022, Standard and Essentials
• 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

Browser Required:

To install QuickBooks Desktop 2023 on your system, ensure that your system is well-connected with a high-speed internet connection. Also, ensure that your system has Google Chrome to download the software.

Also Read: QuickBooks Error H202

Hardware and Operating System Requirements:-

• The users must ensure that they have a processor of a minimum of 2.4GHz.
• In order to run the software smoothly, your system must have a minimum of 8 GB of RAM, and 16 GB is recommended.
• RAM Server:-
  ◦ Storage space of 8 GB for 1-5 users
  ◦ 12 GB for 10 users
  ◦ 16 GB for 15 users
  ◦ 20GB for 20 users.
• You must also ensure that your system has 2.5 GB of hard disc space so that you can easily install the software. Along with this, 60 MB is required so that you can install the additional software for Microsoft.NET Runtime.
• Moreover, your device must have a minimum of 4 GB of RAM.
• The PC must have the size so that they can restore double the size of the largest file set back up to +100 MB. You only need the space which is required from the work folder LocalApplicationData+ “Intuit\Intuit Data Protect”.
• Your device must have the North American version of Windows and the regional settings must be set to English. The users must have the proper admin rights for the server computer while hosting in multi-user mode.
• It is important that your device must have a 4X DVD-ROM drive for the physical installation.
• Screen resolution must be set to 1280 x 1024 or higher, up to 2 extended monitors.

Here’s How you can Upgrade QuickBooks Desktop 2023 with a Subscription.

Whenever a new version of QuickBooks is launched, you will get a notification when you open the QuickBooks software. Below we have mentioned some of the simple steps to upgrade QB to the newer released version, i.e., QuickBooks Desktop 2023 with subscription.

• Initially, tap on the Upgrade Now option.
• If you wish to keep the current QuickBooks, click Keep the older version on the My Computer option. Then opt for the Let’s Go option.
• By doing so, the QuickBooks downloads will be automatically installed and will activate the newly released version. Along with the QuickBooks software, it will also update your company file.
• Once the upgrade is over, select Open QuickBooks.

Note: You need to wait for a while until the upgrade process is over. The time taken for the upgrade will totally depend upon your internet speed and the company’s file size.

Here’s How to Upgrade QuickBooks Desktop without a Subscription.

If you don’t get the prompt to upgrade the QuickBooks Desktop to the newly launched version, then you needn’t worry. It simply means that you have made only one purchase for the QuickBooks subscription and you can upgrade it via the Easy Upgrade tool. Follow the below-listed steps to upgrade it without a subscription:

• In the first step, tap on the Help menu and then tap on the Upgrade QuickBooks option.
• Pick the version that you want to upgrade and then tap on the Upgrade Now option.
• You may also keep a copy of your current version of QuickBooks.
• Thereafter, tap on the Keep the older version on my computer and then opt for the Let’s Go option.
• Ultimately, QuickBooks will be installed on your system and will activate the newer version. Along with the software, it will also update your company file.

Final Thoughts

In this post we have mentioned all the relevant and updated information that is required to upgrade QuickBooks to QuickBooks Desktop 2023. Now, you can easily upgrade the QuickBooks Desktop version to the currently launched version and enhance your accounting experience.

QuickBooks couldn’t connect to the email server: Are you unable to send or receive new emails from your QuickBooks account? Many users face challenges in sending or receiving new emails from their QuickBooks account. QuickBooks couldn’t connect to the email server problem arises with a pop-up display message as:

In this guide, we will discuss in depth why a user may encounter the QuickBooks couldn’t connect to email server error, along with the solutions you can follow to eliminate the error. So, stay glued and read this piece of content till the last word.

Also Read: QuickBooks Error 103

Reasons Behind QuickBooks Couldn’t Connect to Email Server Error

Here is the list of the possible reasons and factors, due to why a user may face the QuickBooks couldn’t connect to email server problem:

• Weak or unstable internet connection.
• Providing the incorrect login credentials of your email account.
• An outdated version of the QuickBooks desktop application can also be why the user may face QuickBooks couldn’t connect to the email server.
• Don’t access the QuickBooks desktop application in an administrative account.
• Corrupted or damaged QuickBooks desktop application.
• Incorrect email server settings.
• The necessary documents registered with QuickBooks are damaged or corrupted.
• When the firewall settings are disabled, the QuickBooks desktop application connects with the server.

How to Fix QuickBooks Couldn’t Connect to Email Server?

Let’s look at the tried and tested solutions you can follow step-by-step to resolve the QuickBooks that couldn’t connect to the email server issue.

Note: Installing new updates on the QuickBooks desktop application on a regular basis helps to use the application without bugs and technical glitches. 

Also Read: Change TurboTax Password

Solution 1. Update the QuickBooks Software to Latest Release

The first solution we recommend you to resolve the QuickBooks couldn’t connect to the email server issue is downloading the new updates of QuickBooks software.

Given below are the steps that you can follow to download the new updates in the QuickBooks desktop application:

• Firstly, launch the QuickBooks desktop application on your PC.
• Thereon, you have to click on the “Help” option available at the top left of the screen.
• Under the drop-down list, click on the “Update QuickBooks” option.
• Now, the QuickBooks update window will be open on your screen.
• Here, you have to select your QuickBooks product.
• After that, you have to click on the “Update” button, and then the updating process will commence on your screen.
• You must select the “Setup Automatic Updates” option to allow QuickBooks to download new updates automatically and install the latest updates.

Solution 2. Check the Webmail Preferences Settings

Here are the steps to verify and check the webmail preferences settings.

• First, launch the QuickBooks desktop application on your device, and then click on the “Edit” tab option.
• After that, you will see various options available on the left side of the screen.
• Here, you have to select the “Send Forms” option.
• Under the “My Preferences” option, you have to select your email account, which you are using to send new emails.
• Moving ahead, you have to click on the “Edit” option, and then under the “Edit Email Info” window, you have to navigate to the SMTP server details section.
• After that, you will be asked to provide the correct server name and port number, i.e. server name: smtp.gmail.com and port: 587.
• Once you are done with providing the email details, then you have to click on the “Save” option.

After performing the above-mentioned steps, then access your QuickBooks webmail account and try to share an invoice again. If you are still facing the QuickBooks couldn’t connect to the email server problem, then move to the next solution.

Solution 3. Reset the Internet Explorer Settings to Default

If there is an issue with the internet explorer browser settings, then the QuickBooks desktop application will not be able to connect with the email server. Resetting the browser settings to default can help eliminate the issue.

Given below are the steps that you can follow to reset the Internet Explorer browser settings to default:

• First and foremost, launch the Internet Explorer web browser on your device.
• Thereon, click on the “Gear” icon available at the top right side of the screen.
• Under the drop-down list, you have to select “Internet Options”.
• After that, you have to click on the “Advanced” tab option.
• Moving ahead, click on the “Restore Advanced Settings” tap, and then click on the “OK” option.

Once you are done with the above-mentioned steps, then close the Internet Explorer browser, and then try to share an invoice via email.

Solution 4. Run QuickBooks in an Administrative Mode

The next solution you can follow to resolve the QuickBooks couldn’t connect to the email server problem is running QuickBooks in administrative mode. Here are the steps that you can follow step-by-step to run QuickBooks in an administrative mode.

• First of all, navigate to the windows settings on your device, and thereon, you have to click on the “Accounts” option.
• Now, you have to click on the “Family and Other Users” option available on the left side of the screen.
• Under the “Other Users” option, you have to click on the “Add Someone Else to this PC” option.
• Moving ahead in the procedure, click the “Add a user without Microsoft Account” option.
• Thereon, you must provide a name to the newly created account and set a login credential.
• After providing the details, click on the “Finish” option.
• Followed by the above steps, click on your newly created account, and then navigate to the “Accounts” type.
• You must change the account to an Administrator account and click on the “OK” option.
• Thereon, close the Settings application, and perform a restart of your PC.
• At last, login to your PC in the administrator account.

Once you are done with the above steps, then launch the QuickBooks desktop application, and check whether you can send emails in QuickBooks or not.

Also Read: QuickBooks Error H202

Additional Tips to Resolve QuickBooks Couldn’t Connect to Email Server Problem

Even after following the above-mentioned steps, if you are still facing the QuickBooks couldn’t connect to an email server problem. Below we have listed some additional tips and solutions that you can execute to fix QuickBooks couldn’t connect to the email server problem:

• Check the email login credentials before submitting it.
• Verify the email server settings.
• Change the login credentials of your email account.
• Connect your PC to a strong wi-fi connection.
• Ensure you are using an updated version of the PC’s windows.
• Use a different web browser to connect with the email server.
• Delete the junk files from the system Disk Cleanup folder (cleanmgr).
• Update the PC’s drivers to the latest available version.

Ending Note

In this post, we have covered all the important solutions of how to fix QuickBooks couldn’t connect to email server problem. Above, we have listed three solutions along with some additional tips that you can follow to eliminate the error. If you still have queries related to QuickBooks, you can reach out to us via chat box. Our experienced and professional QuickBooks experts are available 24*7 at the help desk to answer your query.