Skip to main content Skip to search

Archives for QuickBooks Software

How To Use The Accountant’s Copy In QuickBooks?

An Accountant’s Copy in QuickBooks allows you accountant to check and make modifications in your company file and at the same time, you can work on your company file without any issue. You can send an Accountant’s Copy to your accountant by saving it on your local drive or using the Accountant’s Copy File Transfer Service. Well, before transferring, exporting or importing the accountant’s changes, you should know how to use the Accountant’s Copy in QuickBooks and this article will help you to do so.

You need to read this article carefully to know about how to use the Accountant’s Copy including how it works and other important processes. You will also know what you should be doing in an Accountant’s Copy and what you should not. You can know more about the accountant’s copy by dialing our QuickBooks Customer Service Phone Number +1888-557-5018 toll-free.

Accountant’s Copy: Workflow

There’s no need to save Accountant’s Copy on your local system or external drive because it has the feature to transfer files between accountants and clients via Intuit servers.

The following process shows the Accountant’s Copy feature workflow:

  • The Accountant’s copy is created by the accountant to transfer to your client so that you they can review and make required modifications.
  • QuickBooks stores the Accountant’s Copy in the export file format.
  • Accountant’s Copy give command to your system to send an email including a download link to export the changes made in the copy.
  • If the file can be accessed by your accountant, then you need to create a working file and make required changes.
  • Your accountant saves changes that are applied to the file, make an import file and save it to the Intuit’s server.
  • You can access the import file to apply modifications to the company file made by your accountant.

Dividing Date: Explained

Accountant’s Copy requires the dividing date that defines the fiscal period in which the accountant can work on your file. It basically restricts the transactions that can be modified by an accountant.

Accountants are only permitted to modify those transactions that are coming on or before the dividing date. You can prevent conflict or overwriting issues be making changes in only those transactions that are falling after the dividing date unless the restrictions from Accountant’s Copy are removed.

Clients: What You Can (And Can’t) Do While Changes Are Pending

During the time when your accountant makes changes in the Accountant’s Copy, you can simply work on your QuickBooks company file and make changes in transactions of current period.

You can make following changes in company file with pending accountant’s changes:

  • Add new entries to any of your lists
  • Create, edit, and delete transactions
  • Edit the list information
  • Turn on Payroll

You can’t make the following changes if accountant’s changes are pending:

  • Edit or delete existing accounts
  • Send Assisted Payroll Data or Direct Deposits to Intuit

Clients: Reconciliation And Pending Changes

The bank statements can be reconciled in with pending Accountant’s changes but in such situations, the latest reconciliation will be rolled bank in case you delete transactions dated on or before the dividing date.

You need to verify with your account that they are reconciling the Accountant’s Copy before you have reconciled your accounts or not.

An accountant’s copy only allows 800 transactions to be reconciled. In case the transactions increases from 800 then the reconciliation won’t get imported to the file.

Accountants: What You Can (And Can’t) Do In An Accountant’s Copy

QuickBooks doesn’t allow you to make changes in the information or transactions that can create conflict in your and your client’s work while you receive a Accountant’s Copy. It also prevent your client to make changes in information be dividing date to remove conflict with any changes you have made.

When you work in an Accountant’s Copy, you may see some disabled or highlighted areas in a client’s file:

Highlighted background:Information you entered in these areas are included in the change file that you send back your client.

Non-highlighted background:Information added in these areas can be changed but the changes won’t be included in the change file you sent to your clients.

There are several limitations or restrictions in the changes that you are allowed to make in the file.

You can go through the following sections to know about the modifications that you can and can’t make in an accountant’s copy.

Lists: What You Can (And Can’t) Do

You can make number of changes in Accountant’s Copy when you work on Lists and some of them are as follow:

  • Add an item to the Class List, Customer List, Employee List, Fixed Asset Item, Item List, Other Names List, Vendor List, and Sales Tax Code List (Exception: Editing or creating items on the Sales Tax Code List inactive is not allowed)
  • Edit items on the Vendor List and the Item List (Exception: Editing or creating items on the Sales Tax Code List inactive is not allowed)

You cannot make the following changes:

  • Add, edit, void, or delete build assemblies
  • Change the type of an item
  • Delete and merge existing accounts
  • Enter vehicle mileage

Transactions: What You Can (And Can’t) Do

You can make several modifications in the Accountant’s Copy when you work on your transactions and some of them are as follow:

  • You can Add, edit, and delete all the transactions dated on or prior to the dividing date.
  • You can Add new transactions dated after the dividing date
  • You can make changed in an account and tax information for existing items (You can’t send back the tax line mapping to the client.)
  • Temporarily change preferences
  • Make adjusting entries

You cannot make the following changes:

  • Add, delete, and edit the received payments.
  • Add, edit, void, or delete sales tax payments
  • Add or use credit card processing
  • Create non-posting transactions such as estimates and sales orders
  • Edit or void bill payments by credit card
  • Transfer funds between accounts

Payroll: What You Can (And Can’t) Do

While working on a payroll-related items, you can be restricted from modifying in the Accountant’s Copy. However, you can still process payroll tax forms. (To get more information, you can connect with us at QuickBooks Payroll Support Number +1888-557-5018.)

The modifications that can’t be made in an Accountant’s Copy for following payroll-related processes:

  • Add, edit, or delete payroll items
  • Create, edit, delete, or void paychecks
  • Enter, edit, or delete timesheet data
  • Create, edit, delete or void Direct Deposit checks for 1099 vendors
  • Send Assisted Payroll Data or Direct Deposits to Intuit

What Else You Can (And Can’t) Do

There can be several modifications when you work in an Accountant’s Copy and some of them are as follow:

  • Print 1099 and 1096 forms in old period
  • Create, adjust, and print 941, 940, and W-2 forms (You can’t send back the adjustments to your clients).
  • Create new reports
  • Add new customers, vendors, employees, and items (Disabled fields in the Accountant’s Copy can be identified as exceptions).

Changes you can’t make in an Accountant’s Copy are as given below:

  • Import data from Excel, Web Connect, and QuickBooks timer files
  • Manage service keys (buy additional licenses)
  • Use planning and budgeting tools
  • Use online banking services

Additionally, you also can’t send some changes back to the client and few of them are as given below:

  • User or password changes
  • Changes to memorized reports
  • Changes to preferences

Product versions: Accountant’s Copy and QuickBooks Desktop

If you want best results then the client and accountant through Accountant’s Copy file should be use the same versions or year of QuickBooks.

If you have multiple versions, you still can work on the Accountant’s Copy but the differences should be of the latest version.

For example:

  • Client: QuickBooks Desktop Pro or Premier 2018 Accountant: QuickBooks Desktop Premier Accountant Edition 2018
  • Client: QuickBooks Desktop Pro or Premier 2017 Accountant: QuickBooks Desktop Premier Accountant Edition 2017 or 2018
  • Client: QuickBooks Desktop Pro or Premier 2016 Accountant: QuickBooks Desktop Premier Accountant Edition 2016 or 2017
  • Client: QuickBooks Desktop Enterprise 2018 Accountant: QuickBooks Desktop Enterprise Accountant Edition 2018
  • Client: QuickBooks Desktop Enterprise 2017 Accountant: QuickBooks Desktop Enterprise Accountant Edition 2017 or 2018
  • Client: QuickBooks Desktop Enterprise 2016 Accountant: QuickBooks Desktop Enterprise Accountant Edition 2016 or 2017

If Accountant’s Copy is running on a new version of QuickBooks, then you need to upgrade the file also. Each modification in the Accountant’s copy can be connected by QuickBooks if those modifications are done in a compatible version.

However, if your accountant made some changes using some functions that are not present in version which is used by your client then all those modifications won’t get imported in the client’s file.

Reset The Accountant’s Copy Password

The Automated Password Reset Tool displays active company files. You need to follow the below steps for resetting password for an Accountant’s Copy file after you choose the version:

  • Enter*.*in the File Name field to check all the files in the selected directory.
  • Select the correct Accountant’s Copy (.QBA).
  • Type-in the New Password and select Reset Password to finish the process.

Contact Us For Support

This article should be helpful for you and you should be able to use the accountant’s copy in QuickBooks Desktop. However, sometimes working on an Accountant’s Copy can become complex and difficult and you can easy face some issues or errors even because of minor mistakes. In case if you or your accountant is facing some errors or issues while using an Accountant’s Copy then you can contact us at our toll-free QuickBooks Support Phone Number +1888-557-5018 and get instant support for your issues.

Read more

How To Record A Journal Entry In QuickBooks: A Complete Guide

There can be some situations when you process a transaction but that incorrect. In such situations, you have to make some changes in the original transaction once it gets recorded. This can easily be done because you just need to record a journal entry in QuickBooks and it is considered as an easy process in accounting terms.

With QuickBooks, you can record journal entries to adjust or make changes in the incorrect transactions and post entries that is not possible with other ways. This article will provide you a complete information about how to record a journal entry in QuickBooks. In case of any complexity or if you face any kind of issue during the process then you can contact us at our toll-free QuickBooks Payroll Support Phone Number +1888-557-5018.

What Is A Journal Entry?

A journal entry basically is a transaction entered or posted by you in the general ledger. The general ledger of a company is the main group of accounts which is being used for recording sheet and income statement transactions.

The journal entries in QuickBooks can be used to perform the following tasks:

  • It helps you to use debits and credits in a general journal or ledger to provide transactions as a traditional system of accounting.
  • Journal entries in QuickBooks allows you to transfer amount from on income or expense account to another.
  • With Journal Entries, you can transfer amounts from an asset, liability, or equity account to an income or expense account.
  • You can transfer amounts from one class to another.
  • You can enter miscellaneous transactions to finish year-end activities.

How To Create Journal Entry In QuickBooks

You should know about the account that receives the debit and credit side of transaction when you create journal. Intuit highly recommends you to contact your accounting advisor or QuickBooks Support to assist you while creating journal entries.

  • Open QuickBooks and from the main menu, go to Company > Make General Journal Entries
  • From the Make General Journal Entries window, change the Date if you want.
  • You will get the Entry No. If you don’t get any number then you need to enter a number for your journal entries and the number will get sorted by QuickBooks automatically.
  • Enter the General Journal Entry details.
    • Choose or enter the first account in your transaction. The very first account in General Journal transactions will be the AR or AP account. If not then it might be possible that you are using an A/R or A/P account.
    • Provide the debit or credit amount for your selected account.
    • You can also turn the amount billable to the customer by putting a checkmark on the Billable column if you have selected an Expense account with a customer job.
    • (Optional) Create a memo which describes the transaction. You will be shown the reports and it will contain the General Journal entry.
    • Select or provide the Customer, Vendor, Employee, or Other name regarding transaction. Doing this is important for those who use A/R or A/P accounts.
    • Set a class for the amount if you want.
    • Perform all the above steps for entering the distribution lines until the transaction shows up a zero balance. The sum in Debit section should be equal to the sum of Credit
  • Select Save & Close to save journal entry. You can also click on Save & New if you want to save the journal entry and create a new one.

Note:

  • To get the journal entry details in the Vendor or Customer Center, then you should mention the customer or vendor on the first section of the journal entry. However, multiple customers or vendors’ reports can be displayed on a single journal entry.
  • You will receive some additional functions in the Make General Journal Entries window and that depends on the QuickBooks version that you are using.
    • Premier: Debit and Credit Totals
    • Enterprise and Accountant: Debit and Credit Totals and List of Selected Journal Entries

Reach Us For Support

The steps provided in this article will surely be helpful for you in recording a journal entry in QuickBooks Desktop. Majority of general journal entries can easily be created by the steps mentioned above. If you wish to make a journal entry that can have an impact on a specific customer’s account receivable or vendor’s account payable then you should enter the customer or vendor on the first line of entry.

If you are facing any kind of issue during the process of creating or recording a journal entry in QuickBooks then you can contact us at our toll-free Intuit QuickBooks Support Phone Number +1888-557-5018 to get an instant solution for all your QB errors and issues.

Read more

QuickBooks Unrecoverable Error

Owning a business and managing it can be very difficult for you but QuickBooks can make it easy for you. It is a versatile accounting solution program and it keeps your account updated. However, it has various error codes and issues as well that can create hindrance in your work. QuickBooks Unrecoverable Error is one such error which is considered as the most critical and serious issues in QuickBooks. It can be faced due to various reasons and there is particular scenario when you can get this error.

This article will provide you a complete information about resolving the QuickBooks Unrecoverable Error. You can also contact us at our toll-free QuickBooks Enterprise Support Phone Number +1888-557-5018 to get an instant solution for your issues.

We have mentioned some of the unrecoverable error codes that are commonly faced by the users. However, there can be other various errors as well and you can get other errors in multiple situations.

Common Unrecoverable error codes:

  • 00000 14775
  • 00000 15204
  • 00227 55008
  • 00551 46274
  • 02457 79428
  • 13730 84631
  • 13824 75582
  • 15563 13890
  • 19758 63847
  • 20103 33023
  • 20888 41171

The QuickBooks Unrecoverable Error can occur in various scenarios and some if them are as follow:

  • While opening or closing your QuickBooks company file.
  • Switching QuickBooks to multi-user mode.
  • While creating a backup of your QuickBooks company file
  • Creating or modifying a company file
  • Creating or modifying a portable file
  • Downloading a payroll update
  • Opening any window in QuickBooks
  • Resolving data damage by running Verify or Rebuild utility
  • Saving or modifying a transaction
  • Sending payroll via Direct Deposit
  • Using the Open Previous Company feature

Important: Before you start resolving the QuickBooks Unrecoverable Error, you need to keep following things in your mind:

  • Your QuickBooks Desktop should be updated to the latest release
  • Create a backup of your QuickBooks company file.
  • Click on Send on the error message that you get. This information can be helpful for you as it creates a patch update to improve QuickBooks.

How To Resolve QuickBooks Unrecoverable Error?

Solution 1: Identify how many users are affected

Note: If you don’t have any username to access a company file then you have to move onto the nest solution directly.

If you are using QuickBooks in multi-user mode, then it is important for you to know how many users are being affected with this unrecoverable error. If the issue is with a single user then the user might be damaged and in such situations you will have to recreate the damaged users. To do so, you can follow the below-mentioned steps:

If a regular user is damaged

  • From the Company menu, go to Set Up Users and Passwords > Set Up Users.
  • For QuickBooks Enterprise users, go to Company > Users > Set Up Users and Rules.
  • Select Add User and then provide correct user credentials if required.
  • Click on Next.

Note: Don’t use the damaged username.

  • Make modifications in the user as required and the click on Finish.
  • From the main menu, go to File > Close Company/Logoff.
  • By using a new user credentials, try to log into the company file.

If the Admin user is damaged

Download and use the QuickBooks File Doctor Tool for resolving the issues.

Solution 2: Suppress Your QuickBooks Desktop

  • Open QuickBooks from Desktop.
    • Navigate to your desktop and While holding the CTRL key, double-click on your QB icon.
    • Hold down the Ctrl key until the No Company Open screen shows up.
  • Suppress the Desktop while opening a Company File.
    • From the No Company Open window, select a company file that you want to open.
    • Press and hold the ALT key from your keyboard while clicking on Open.
    • Enter the login ID and Password in case if you are asked to enter to open the company file.

Important: Don’t release the ALT if you are not asked to enter your username and password.

  • While still pressing the Alt key, click on OK and release the key once the file gets opened completely.

Note: A black screen will appear on your screen and if QuickBooks menu are getting highlighted by hovering your pointer over it then it means your company file is properly opened.

Solution 3: Open A Sample Company File

  • By opening a sample company file, you will be able to know whether the issue is occurring due to a particular company file or the problem is with QuickBooks software.
  • If you are able to open a sample company file then it means your company file or the company file location is damaged. You can change the location of your company file and then try to open it.
  • If you still get the same error, then try to restore a recently created backup or use ADR to restore your file. If restoring backup file didn’t helped you in resolving, then you can use the QuickBooks File Doctor Tool to resolve data damage issues.

If you get the same error code while opening a sample company file, then you directly need to go to the solution 4.

How to open a sample file?

  • Open QuickBooks and from the No Company Open window, click on Open a sample file.
  • Choose a template for the sample file and then click on Open.

How to copy the company file to a different location?

Changing the location of your company file and opening it will make it clear whether your company file is damaged or the location where your company file was saved is damaged. If the error still occurs even after changing the location, it means that your company file is damaged or your entire QuickBooks software is damaged.

  • On the desktop of your system, create a new folder and name it QBTEST.
  • Now, go to the folder that currently contains your QuickBooks company file.
  • Locate and right-click on the company file and select Copy from the list.
  • Go to the newly created folder and paste the company file there.
  • Open QuickBooks and try to access the company file.

Solution 4: Run Reboot.bat

Run the reboot.bat file to re-register QuickBooks related files such as .DLL and .OCX files. Running this file can be helpful for you if you are facing the error due to some missing QuickBooks related files.

Solution 5: Troubleshoot the QuickBooks Desktop Application

  • Repair QuickBooks Desktop installation.
    • Open the Control Panel and from go to the Programs and Features
    • Locate QuickBooks from the installed program list and then click on Uninstall.
    • From the installation wizard, click on Repair.
    • Complete the process.
  • Download and install QuickBooks Install Diagnostic Tool to resolve installation related issues.
  • Reinstall the QuickBooks software using clean install.
  • Repair the Microsoft components:
    • Repair or reinstall Microsoft .NET Framework
    • Repair Microsoft MSXML
    • Uninstall or reinstall Microsoft Visual C++

Solution 6: Create A New Windows Administrator

For Windows 10 users

  • From the Start menu of QuickBooks, go to Settings > Accounts
  • Select Add someone else to this PC from the Other Users section and then click on I don’t have this person’s sign-in information.
  • Now, select Add a user without a Microsoft account and enter a name to the new account.
  • Click on Finish.
  • Choose the account you just created and then click on Account Type drop-down.
  • Choose Administrator for account type and then click on OK.

For Windows 8.1 Users

  • Open the Control Panel and go to User Accounts
  • Go to User Accounts and then go to Manage another account > Other accounts > Add an account.
  • Select the Sign in without a Microsoft account (not recommended)
  • Click on Local account and assign username, password and password hint for the user. (The password should be strong)
  • Click on Next.
  • The Manage Other Account window will open again. Select Administrator option from the available options and then click on Edit
  • Click on OK to make changes.

For Windows 8 and 7 Users

Select Administrator and then click on Create Account.

Windows Servers

Windows Server 2012

Managing servers is a bit complex process and even a small mistake can lead to an error that’s why we recommend you contact your IT professional help you out.

  • Open the Server Manager and then go to the Tools.
  • Click on the Computer Management option and then expand the Local Users and Groups
  • Select the Groups and then double-click on the Administrator Groups to open the Administrator Properties
  • Click on Add.
  • Provide the details for the account that you want to add and then click on Add.

Windows Small Business Server 2011 and 2008/R2

  • Run the Windows SBS (2011/2008)
  • Select the Users and Groups and then go to the Users.
  • Run the Add a New User Account wizard by clicking on Add a new user account
  • Enter the details and then select Administrator role for the new user.
  • Assign a strong password for the user and then click on Add user.
  • Follow all the prompts and then select Finish.

Technical Support For QuickBooks Unrecoverable Error

Following the steps mentioned in this article will surely help you to resolve the QuickBooks Unrecoverable Error and you should now be able to use QuickBooks. As payrollhelp.us experts have already said that the error is one of the most critical error in QuickBooks and it can be really tough to resolve it. If you are not able to troubleshoot the issue then you can contact us at our toll-free QuickBooks Support Phone Number +1888-557-5018 and get your issues resolved.

Read more

How To Transfer Customer Credit From One Job To Another?

In the recent versions of QuickBooks like QuickBooks 2019 and 2020, there are so many newly added features that were not available in the earlier versions. Now, you can transfer customer credit from one job to another with some simple clicks.

User-added image

If you don’t know how to Transfer Customer Credit From One Job To Another then we are here to make things easier for you as we will be providing you the complete procedure to do so. Not only this, we will also provide you the manual steps that you need to perform in the 2018 and earlier versions. If you want any kind of help during the process, then you can contact us at our toll-free QuickBooks Payroll Support Phone Number +1888-557-5018.

Note: To complete this action successfully, you are required have access to the Chart of Accounts.

  • Open the invoice in which you will be transferring the credit.
  • Tap on Apply Credits and you will be displayed the credits from another customer job in the available credits.
  • Click on the existing credit and select Done.
  • To complete the transfer, click on Yes on the Confirm Transfer window.

Before starting the transferring the credit, let us make it clear to you that this process can’t be reversed and it can’t undone. It is better to consult your accountant before doing.

While doing this action, you will be displayed 2 General Journal Entries created by QuickBooks to transfer these credits to other customer. Memo of these journal entries will display “Transfer of Credits for….” And it will make understanding the things easier for you. Additionally, if the credit feature is being used by you for the first time then QuickBooks will create an Other Current Assets clearing account for moving the credits. You will see that the credit is only used to transfer credits.

How To Manually Transfer Customer Credit?

For QuickBooks 2018 or earlier version and QuickBooks Accountants edition, transferring credits from one customer job to another is not available but you can do it manually. You need to follow the below-mentioned steps in order to do so:

Step 1: Set Up A Clearing Account.

  • From List menu, go to the Chart of Accounts
  • Right-click anywhere in the window and New.
  • In the Add New Account section, click on the Bank
    • You can pay into a bank account via Receive Payments or Make Deposits
    • You can pay without the bank account by using Write Checks or Pay Bills.
    • The bank account will display on the balance sheet and cash flow statements to balances and changes in the balances.
    • To allocate expenses to overhead or class using a zero check then you have to use a bank account as your Clearing account.
  • Tap on Continue.
  • Enter Clearing Account, Barter Account or Wash Account in Account Name
  • Don’t enter an Opening balance.
  • Click on Save and Close.

Step 2: Create A Journal Entry To Move The Credit From The Customer:job To The Wash Or Clearing Account.

  • Click on then Company menu and then click on Make General Journal Entries.
  • Debit the Accounts Receivable with the amount that you will be transferring.
  • Select the Customer:job in the Name It should be same customer job to which you will be transferring the credit.
  • In the second line, credit the Clearing Account.

User-added image

  • Click on Save and then Close.

Step 3: Link The Payment Or Credit To The Journal Entry

  • From the main menu of QuickBooks, click on Customers menu and then select Customer Center
  • Choose the customer from which you will be transferring the credit and then open the Transactions of that customer.

If you are linking a payment:

User-added image

  • From the transactions list, double-tap on the payment.
  • Check the journal entry box and then click on Save & Close.

If you are linking a credit:

User-added image

  • From the transaction list, double-tap on the credit memo.
  • Select Use credit to apply to invoice
  • Check the journal entry box and then click on Done.
  • Click on Save & Close.

Step 4: Create A Journal Entry To Move The Credit From The Clearing Account To Another Customer:job.

  • From the main menu of QuickBooks, go to Company and then select Make General Journal Entries.
  • Enter the amount that you want to transfer to credit the Account Receivable.
  • In the Name field, provide the Customer:job to which you are transferring the credit.
  • In the second line, debit the Clearing Account.

User-added image

  • Click on Save & Close.

Step 5: Apply The Credit To The Unpaid Invoice.

  • From the main menu of QuickBooks, go to Customers and then select Receive Payments.
  • Choose the Customer:job to which you want to transfer the credit.
  • Select the associated invoice and then select Discounts & Credits.
  • Open the Credits tab and then select the credit(s) that you want to apply.
  • Click on Done.

User-added image

  • Click on Save & Close.

Reach Us For Support

This article should be helpful for you in transferring customer credit from on customer job to another customer. It can be done easily by anyone but as we have already said that this action can’t be undone in any case so you have to be more careful before you do this. However, if you are facing any kind of issue during the process then you can contact us at our toll-free QuickBooks Support Phone Number +1888-557-5018 to get an instant support for QuickBooks issues.

Read more

What Are The Features In QuickBooks Single-User And Multi-User Mode: Complete Guide

QuickBooks is powerful accounting software that comes with such features that allows you to manage your accounts with ease. The best thing about this software is the compatibility that users get with it. It can be used by all the size and nature of business as it suits each and every business type.

This article will tell you about the different modes of QuickBooks in which is can be used as per the user requirement. You can perform a single task in multiple ways and this is what it makes the best. You can get more information about the QuickBooks software by dialing QuickBooks Customer Service Phone Number +1888-557-5018.

There are two ways through which you can access your QuickBooks company file, single-user mode and multi-user mode. In single-user mode, only one user can access and work n a company file but in the multi-user mode, more than one user can access and work on a single company file. Basically, the number of users who can work on a company file depends on the number of user license that you have. If you want to know more about the multi-user mode, you can contact us at our QuickBooks Enterprise Support Number +1888-557-5018 toll-free.

Difference Between The Features of Single And Multi-User Mode

In this section of the article, we have provided the complete information about the features that comes with both single-user and multi-user mode. You can go through the following table that are available and unavailable in both single-user and mode-user mode. This can be helpful for you in selecting the best version for your business.

Company File Operations

Tasks/Features Single-user mode Multi-user mode
Create Local Backup Yes Yes
Set up/Activate Online Backup Yes Yes
Create Portable Company File Yes No
Convert Company File Yes Yes
Repair File and Network Problems Yes Yes
Stop Hosting Multi-user Access Yes Yes
Disable QuickBooks Manager No Yes
Verify Data Yes Yes*
Rebuild Data Yes No
Condense Data (US only) Yes No
Update Web Services Yes Yes
Copy company file for QuickBooks Online Yes No

Note: When you use the verify and rebuild data utility in multi-user mode but at time the other connected users won’t be able to work on the company files.

Managing Lists

Tasks/Features Single-user mode Multi-user mode
Chart of Accounts Yes Yes/No*
Items list Yes Yes/No*
Other Names list Yes Yes
Customer & Vendor Type list Yes Yes
Price Levels/Price Rules Yes Yes
Templates Yes Yes
To Do Yes Yes
Add/Edit Multiple List Entries Yes Yes

You can’t merge data in multi-user mode while adding, editing or removing the list data.

Importing/Exporting data

Tasks/Features Single-user mode Multi-user mode
Import Excel Files Yes Yes
Advanced Import Yes No
Import IIF Yes Yes*
Import WebConnect Files Yes Yes
Import Timer Activities Yes No
Import General Journal Entries Yes Yes
Export Lists to IIF Files Yes No
Export Addresses to Text File Yes Yes
Export Timer Lists Yes No

You can import the IIF files in QuickBooks Pro/Premier/Enterprise 2019.

Business Process/workflow

Tasks/Features Single-user mode Multi-user mode
Custom reporting Yes Yes
Set Closing Date Yes No
Set up Budget Yes Yes
Set up Forecast Yes Yes
Cash Flow Projector Yes Yes
Use Business Plan Tool Yes Yes
Manage Fixed Assets (US only) Yes No
Enter Vehicle Mileage Yes Yes
Prepare Letters with Envelopes Yes Yes
Enter customer transactions Yes Yes
Enter Statement Charges Yes Yes
Create Statements Yes Yes
Assess Finance Charges Yes No*
Enter Time Yes Yes
Income Tracker Yes Yes
Lead Center Yes Yes
Change Item price Yes Yes
Vendor Center Yes Yes
Enter vendor transactions Yes Yes
1099 Wizard (US only) Yes No
1099 Report (US only) Yes Yes
Create Checks/Checks Yes Yes
Order Checks/Checks Yes Yes
Reconciliation Yes Yes
Set up Bank Feeds Yes Yes
Change Bank Feeds mode (US only) Yes No
Reports center Yes Yes
Memorized reports Yes Yes
Scheduled reports Yes No
Commented reports Yes Yes
Advanced reporting (US only) No Yes
Process multiple reports Yes Yes
QuickBooks Statement Writer Yes Yes
Combined Reports Yes Yes

Finance changes can’t be set up in multi-user mode for the first time.

Accountant-related tasks

Tasks/Features Single-user mode Multi-user mode
Create Accountant’s Copy Yes No
Save Accountant’s Copy Yes No
Send Accountant’s Copy to accountants Yes No
Send Company file, create portable file Yes No
Accounting Tools Yes Yes
Batch Delete/Void Transactions Yes No
Batch Enter Transactions Yes Yes

Employee and payroll activities

Tasks/Features Single-user mode Multi-user mode
Employee Center Yes Yes
Payroll Setup (Manual Payroll) Yes No
Pay with Direct Deposit (US only) Yes Yes

Preferences

Tasks/Features Single-user mode Multi-user mode
Accounting Yes Yes/No*
Bills Yes Yes/No*
Calendar Yes Yes/No*
Checking/Checking Yes Yes/No*
Desktop View Yes Yes/No*
Finance Charge Yes Yes/No*
General Yes Yes/No*
Integrated Applications Yes Yes/No*
Items & Inventory Yes Yes/No*
Jobs & Estimates Yes Yes/No*
Multiple Currencies Yes Yes/No*
Payments Yes Yes/No*
Payroll & Expenses Yes Yes/No*
Reminders Yes Yes/No*
Reports & Graphs Yes Yes/No*
Sales & Customers Yes Yes/No*
Sales Tax Yes Yes/No*
Search Yes Yes/No*
Send Forms Yes Yes/No*
Service Connection Yes Yes/No*
Spelling Yes Yes/No*
Tax: 1099 (US only) Yes Yes/No*
Time & Expenses Yes Yes/No*

You can make changes in the My Preferences tab while being in the Multi-User mode but can’t make changes in the Company Preferences.

Print/Email Tasks

Tasks/Features Single-user mode Multi-user mode
Printer Setup Yes Yes
Print forms Yes Yes
Send forms Yes Yes
Shipping Label (US only) Yes Yes

Others

Tasks/Features Single-user mode Multi-user mode
Synchronize contacts Yes Yes
Set up QuickBooks ODBC Yes Yes
Use Register Yes Yes
Use Calculator Yes Yes
Find Yes Yes
Search Yes Yes
Customize Favorites Yes Yes
Bulk enter company business details Yes Yes
Reminders Yes Yes
Alerts Manager Yes Yes
QuickBooks Messenger Yes Yes

How To Switch Between Single User Mode And Multi-User Mode?

When you purchase QuickBooks for your business, it is all your option to choose any mode of QuickBooks. QuickBooks also provide you the compatibility of switching single-user mode to multi-user mode or vice-a-versa at any point of time. You can easily switch between modes as it is not that complex process to perform. However, if you don’t know how to do it then you can follow the below-mentioned steps:

  • Run QuickBooks and click on the File menu
  • From the available options, select Switch To Single-user Mode/Switch To Multi-user Mode.

Note: When you switch to the multi-user mode, some of the important processes like Payroll and Bank Feeds will get blocked automatically because these functions can only be used while being in the single-user mode.

Reach Us For Support

This article should make things clear about the features of different modes of QuickBooks. By looking at the features available in both the modes you will be more clear about which version you should be using for your business. However, it is important to tell you that using QuickBooks in multi-user mode is a bit complex because there are multiple users connected with one system and even a small mistake can create issues for all the users. Well, you still don’t have to worry about these features because we at payrollhelp.us, are always available to provide you the solution for all your QuickBooks Errors and issues. You just need to dial our QuickBooks Support Phone Number +1888-557-5018 toll-free and you will be connected to our ProAdvisor who will provide you the best solution for your issues.

Read more