Call to Create, Add, and Edit Custom Fields in QuickBooks Online Advanced With the QuickBooks

Read below to learn how you can create and use enhanced custom fields in QuickBooks Online Advanced.

The information that matters most to you and your customers will be tractable through Custom fields.

QuickBooks Online Advanced will allow you to create custom fields for almost anything: sales reps, birthdays, or information unique to your industry. They can be added to sales forms, purchase orders, and customer profiles. It will help you receive better data and more detailed financial reports.

Kindly Note: Are you interested in using this feature? You can upgrade to QuickBooks Online Advanced.

QuickBooks Mobile App still doesn’t yet supports Enhanced custom fields. However, you can continue to use the old experience on mobile.

Step 1: Create custom fields

Step 2: Edit your custom fields

Custom fields page will help you edit your custom fields .

Select Edit to change a custom field’s name, type, or visibility to customers and vendors, in the Actions column. Any edits that you make here will apply to all sales forms, purchase orders, and customer profiles using the field.

You are allowed to create as many custom fields as you desire and have 10 active fields at a time. How you can make a field active or inactive:

  1. Select the arrowin the Actions column (available next to Edit option).
  2. Select Make active(or Make inactive).
There’s no need to worry about losing old custom field data

If you are making a custom field inactive, your past data won’t disappear. You’ll still see the field on sales forms and purchase orders you used it on, but it won’t be contained in new forms.

Step 3: Editing custom fields from forms and profiles

Custom fields can also be edited from sales forms, purchase orders, and customer profiles.

From sales forms (invoices, sales receipts, expenses) and purchase orders:

  1. Select Create (+), or Open an existing sales form to create a new one.
  2. Select the Gearicon at the top of the form (not the Gear menu on the main navigation bar).
  3. In the Custom Fieldssection, select + Add custom field to add a new field.
  4. Select the pencil icon next to a field name to bring up the Custom fields page to make edits.

Note: Keep in mind; Making any changes on forms affect all forms and customer profiles using the custom field and not just this form.
  1. Select the Gearicon again to close the window.

From customer profiles:

  1. Open the Sales menu from the navigation bar.
  2. Go to the Customers
  3. Find a customer profile and open it.
  4. Select Edit.
  5. Go to the Custom fields
  6. Select + Add custom field to add a new field.
  7. Select Save to save your changes.

These above steps will help you to Create, Add, and Edit Custom Fields in QuickBooks if you have any hassles while following these steps call QuickBooks Customer Support USA

Call QuickBooks Support To Reconcile a Bank or Credit Card Account

When it comes to reconciling bank or credit card account, most of the others are found in a confused state to analyze why reconciling is so important. Usually, an enterprise has to keep up a valid record of income as well as expense for analyzing recent credit card or bank account activities. In case, the process of reconciliation is not executed in the software properly then how can one assure that the available financial reports are accurate? That’s the main reason why the demand to reconcile a bank or credit card account is emerges as suggested by well-certified QuickBooks Support professionals.

For the purpose of initiating the procedure employed for reconciling your bank or credit card, follow the given steps in a proper way.

Step a) Initially, you have to select Banking from QuickBooks Menu Bar. It will open Begin Reconciliation pop up window in front of you.

Step b) Now, from the Account drop-down list, you need to select a correct account, such as, a balance sheet account type which you are wishing to reconcile.

Step c) At this stage, make sure to select the correct date in accordance with the ending date present in the QuickBooks financial institution by ensuring, whether it is matching to the Beginning Balance Number in the financial institution or not.

Step d) After above step, enter ending balance in the available field, according to the financial institution’s proud statement. Additionally, you can update any sort of Interest Earned or Service Charges by selecting a proper account, class, and date as per your preference.

Step e) For the purpose of continuing the procedure, Click Continue. This will open Account Name pop-up window.

Step f) Here, you have to place a tick-mark in the Hide Transactions After the Statement’s End Date for introducing a factor of ease to the reconciling procedure.

Step g) Now, place an individual tick-marks against to the cleared Checks, Payments, Deposits and other available Credits that you are willing to include in the statement, from the QuickBooks financial institution.

Step h) Click Reconcile Now, if the difference is 0.00, as this is demonstrating that all transactions that you had cleared, are matching to all those transactions presented by the financial institution.

Step i) Now, follow the instructions for printing reconciliation report, which is attached to the financial institution’s statement for safe keeping.

Execution of above step as indicated you can successfully reconcile bank or credit card accounts. In spite of this, if you any kind of assistance for continuing the process of reconciliation, call us at, our QuickBooks Support experts are ready to help you out for 24/7.

What Does the Pro QuickBooks Desktop Package Contain?

In this chapter of QuickBooks Help we would like to provide an overview of Pro package, as the startup package of QuickBooks. Although QuickBooks Help is becoming more and more popular for its cloud based applications, according to active users of the program, the desktop versions still offer more complex features than the cloud based one.

The Pro Package

This package has been deliberately designed for new startup businesses and for those who don’t have any accounting or bookkeeping experience. The easy to use platform allows for an easy data entry and everything is very simple to track down. The data sharing is also just a few clicks away, in case the business owner wants to share data with his or her accountant. If you need additional information on QuickBooks call the QuickBooks Technical Support Number. 

The basic features of the pro package include the following:

–  It’s up to 3 user licenses and allows up to 3 users to work in QuickBooks in the same time.

– The Bill Tracker features unpaid bills, invoices, purchase orders in one place

– The ability to track sales and also expenses in various currencies

– Data import capabilities from Excel and other programs. Also from older versions of QuickBooks Help.

– The Pro can handle over 14.000 separate data list entries

– Keep in mind however that bank and credit card transactions tracker costs extra money.

– It has all the core accounting features : enlisting accounts payable and outstanding, also includes general ledger and bank information

– Automated billing and invoicing system: automated payment collections.

Inventory management: it would keep track of all the supplies you have including order tracking, sales tracking and the tracking of deliveries. You will always be able to see your current levels of supplies.

Financial reporting: trend tracking, the evaluation of profitability, daily, weekly, monthly reports on the loss vs. income and it releases balance sheets too among other options.

Additional payroll options: available for an additional fee, this feature would make the payment of employee salaries based on the working hours and other factors much easier. It would also make the necessary tax deductions too. It can also automatically file tax forms.

Thanks to the great integration system created by Intuit, the Pro package, that’s also represented as the starter package can be quite easily upgraded to the Premier or Enterprise packages. The key difference between each one of the packages is the number of people who are working at the company and who are to use the software.  As QuickBooks Help focuses on the accounting of small to mid-sized businesses, you can freely and happily use it for many years to come.

You can purchase the Pro package as a one-time payment, but this is rather suggested for those, who have an IT infrastructure already built up. The additional support, upgrades and other benefits would  cost an extra money. Annual subscription with support is also available.

Get Intuit QuickBooks support for Error -6087, 0

There are a plethora of errors which will be a cause of a concern for users who are executing QuickBooks Support. Many of those errors are from the error code -6000 series. Error code-6000 can create problems for data which is located in the company file. Getting QuickBooks Support would help you to resolve this error in a short span of time.

Let us understand about the QuickBooks Error -6087, 0. QuickBooks error code 6087, 0 is a simple result of a problem which happens while upgrading QuickBooks accounting software. Patches released by Intuit are specifically functional for the solving the errors and problems with the QuickBooks Support. Nevertheless, often because of unexpected problems with the network connection or because of any virus infected software, this error can be happening in your system.

You can simply resolve this error by executing the solutions given below. These solutions give several issues and can assist you in troubleshooting the error efficiently. However, for best results, it is advised to move chronologically for identifying the root cause of the error and then move to resolve it.

Download the QuickBooks Diagnostic tool from Intuits and Install the software on your system. When you execute the software, try to look for the network problems first. It will take a while for the tool to analyze the whole company file. So if you attempt to troubleshoot network problems before scanning for the damages in the company file, it will help you to save plenty of time. The tool will reveal the network problems after thorough analysis.

Execute the native network connection troubleshooter, for revealing the cause which is creating the network error. On resolving this error, analyze the company file, in case of any remaining errors. This will take a bit longer than expected but it’s quite normal.

Now, resolve all the errors which were identified by the Diagnostic tool and then Restart your system.

Solution 1:  Resolving any network issues. In several instances, the network vanishes while the patch is downloading. This can induce heavy damage in the company file. There is also a strong chance of data loss. Therefore, removing this error is of utmost concern. Also, remember that you will not be able to access the data until you resolve this error.

Solution two involves disabling the third-party security applications.

The Third-party security applications often intervene with the tasks of other software, thereby sometimes hindering or eliminating important data which essential for running the processes or files. You have an option to disable the third-party security software installed on your computer, or uninstall this application once and for all. You can do this by browsing to Control Panel> Programs and Features> Uninstall a Program.

Ultimately, if nothing is solving this error, then you should definitely get in contact with the Intuit QuickBooks Technical Support team. You will get an effective and prompt protocol for resolving the Error -6087, 0.