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How do I create a proforma invoice in QuickBooks?

A proforma invoice is same as the actual commercial invoice sent to a buyer requesting payment for products and services. The major difference between a proforma invoice is that it is provided to a potential customer before a deal is finalized.

It is designed to allow you the seller to outline your commitment to selling a certain quantity of items or services for a particular cost.

The proforma acts as a cost quotation, telling the prospective customer what you are offering and spelling out the terms of the sale.

Read more: create a proforma invoice in QuickBooks

How to upgrade or convert your company file to a newer version of QuickBooks Desktop?

We all know that QuickBooks provides latest update time to time and if you want to upgrade your QuickBooks company file from older version to newer version of QuickBooks Desktop.

If you want to upgrade your QuickBooks to newer version then that time you make sure that you have already installed your latest version of QuickBooks Desktop software then you can upgrade your company file to the latest version.

Steps to upgrade your QuickBooks company file

  • At starting, launch your latest version of QuickBooks Desktop.
  • After that, select the file and then Open or Restore Company.
  • Select Open a Company file and then click Next.
  • Browse your company data file and then click Open.

Read more: How to upgrade QuickBooks company file to latest version

File Extensions used in QuickBooks Desktop

A file extension plays an important role in QuickBooks Desktop. A file extension is the group of characters after the period that makes up an entire file name.

QuickBooks has various file extensions according to QuickBooks windows and QuickBooks Mac and it changes according to QuickBooks version like as QuickBooks 2015, 2016, 2017 etc.

QuickBooks file extension like as for Initialization file extension (*.INI),(*.QBA) for QuickBooks Accountant copy working file, (*.ND) for Network data file, (*.TLG) for Transaction log file, (*.WAV) for windows sound format, (*.Qbwin.log) for QuickBooks windows log.

Read more: file extensions in QuickBooks Desktop

QuickBooks Update Error 12007

QuickBooks Update Error 12007 occurred when the QuickBooks user is updating QuickBooks payroll service or QuickBooks software.

QuickBooks user faces this error because of firewall settings, network timeout, improper SSL settings etc. You can fix this issue by Repair or Re-install internet explorer, confirm the default browser in Internet Explorer or verify the net association set up in QuickBooks from the net set up menu choice.

Read more: QuickBooks Update Error 12007

Secure E-mail Support features in QuickBooks Desktop 2018

In QuickBooks 2018, the major focus of Intuit is to provide more secure email service features in the latest QuickBooks software version.

In this version, You can configure your QuickBooks Desktop to email invoices, Company reports and added transactions using webmail or outlook.

For Outlook: First of all, you have to create an email profile in Outlook and If you have an account already then you have to go to the next step and then collect the related information to set up in Outlook 2017 and 2003 as your email client.

Read more: QuickBooks Desktop 2018 secure email support

How to disable merchant services in QuickBooks Mac?

Merchant services are one of the biggest categories of financial services intended for use by businesses. Merchant services are referred as merchant processing services that enable a small business to accept a transaction payment through a highly secure channel using the customer credit card or debit card or NFC or RFID enabled device.

Steps to disable this QuickBooks merchant service

  • At starting, click on Command + F on your MAC.
  • After that, explore key-chain and choose Key-chain Access.

Then, type QuickBooks in the search box and then tap on the connection tickets for the merchant service.

Read more: How to disable merchant service Quickbooks Mac

How to access QuickBooks Remotely

QuickBooks remotely access is a technique through which you can access you company or office PC from home with the help of QuickBooks Remote access technology. This service is provided by Cisco WebEx.

Steps to Remote access to QuickBooks

  • At starting, go to the Intuit website and then click on sign up option for QuickBooks Remote Access.

After that, log in to your QuickBooks account for remote access and the launch a web browser on the computer from which you need to access QuickBooks remotely.

Read more: How to access QuickBooks Desktop remotely

QuickBooks Online Banking Error 106, 168 or 324

QuickBooks Online Banking Error 106, 168 or 324 occurs when QuickBooks online is insufficient to find the accounts when logging in to your bank website or if the account has been closed at the bank side and that a reason no longer shows up on the website.

Steps to fix this QuickBooks Online Error 106, 168 or 324

  • You can fix QuickBooks Error 324 by clicking on the reconnect my account link that is shown after the error pop-up. Following the steps to choose your updated account with the financial institution.

If you are unable to view the Reconnect my account option or any indications of a problem or maintenance on your bank or credit card’s website then you can try to manually update your account within QuickBooks Online.

Read more: How to fix QuickBooks Online Error 106, 168 or 324

Troubleshooting QuickBooks Printing Problems

QuickBooks Printing problems are one of the major issues in QuickBooks some time. If you are facing this issue then follow the below steps:

  • At starting, switch off the printer and then restart your desktop and then switch to the printer again.
  • Be Sure the printer paper is loaded correctly.
  • After that, select the windows to start option and then choose control panel and then double-click Printers and Faxes.
  • And then, Right click the printer and choose Use Printer Online.

Double Click the printer and then choose Printer and then Cancel all documents.

Read article: How to fix QuickBooks Printing Problems

Import Credit Card Transactions into QuickBooks Online

If you want to import credit card transactions in the QuickBooks online then you have to follow the below steps:

  • First of all, choose your banking center.
  • And then, log into your business and credit card account.
  • After that, select your credit card account.
  • Click the correct data range and then click on connect.
  • And then, your transactions have been downloaded.
  • At last, review your download transactions.

You can also import credit card transactions into QuickBooks online with CSV file.

Read more: How to import credit card transactions into QuickBooks Online