QuickBooks Support Helps You to Apply Refund To a Customer in QuickBooks!

Make sure that no credit memo is entered as refund Receipts doubles up a credit if there is already a credit memo entered in the system, if a credit memo is entered already you will have to recreate the meant refund and delete the credit memo. In this next section of this article, you will get to know how to delete the credit memo and re-create the intended refund. Depending upon the type of refunds, perform the following steps:

Case 1: Refund for services and goods that didn’t satisfy the buyer/customer

In this option, a refund Receipt is generated to record reimbursements to customers by different modes- cash, cheque, or credit card. In this case, the refund does not affect the customer balance – accounts receivable, but only the bank balance. For example, if a customer is returning an item for the full or partial refund.

Take the following steps:

• Click on the plus icon on the top and then select Refund receipt.

• Select the product or service and the exact amount you are refunding

• Select SAVE

Case 2: Refunding for a prepaid order which the customer has not received

This affects the customer balance. This option is used when a customer or buyer makes a prepayment or down payment but cancels the order before receiving the goods or services. In this case, no invoice or sales receipt is created. The option will directly lead you to enter a cheque.

For example, a customer paid for an order which was later canceled, so you need to refund the payment.

Case 3: Payment of outstanding credit balance to the customer

This refund affects the customer balance. This option lets you pay off any credits to the customer which they want to offset by providing a refund cheque to them. For example, a customer has a store credit that they would like to get redeemed for cash.

Case 4: Refund to the customer if they had paid excess money

This affects the customer balance. This option allows you to provide a refund to a customer when they overpay and you want to give the customer their money back in form of cash or cheque for the amount overpaid. You can use cheque or expense features to record these types of refunds.
Example: A customer over-paid on an invoice, and you need to return the excess money.

If case 2, 3 and 4 are used

Make sure you select accounts receivable at the bottom left of the Expense screen and link the cheque or cash purchase to the open credit or unapplied payment.

• Click on the plus icon and then select receive payment

• Fill in the fields- Select the customer for whom the credit memo is for. Change the date if needed. Payment methods, reference numbers, deposit to and amount received are to be left blank. Enter the memo if you wish to.

• Click on the plus sign next to total credits to view all the details about the credit.

• Make sure that the unapplied Payment you want the cheque or cash entry is linked and the amount entered is correct. (Check on the boxes next to the refund or the customer credit).

• Click on save

If you are facing any issue related to QuickBooks accounting software just dial our QuickBooks support number 1 (888) 254 4408.

Tips On How to Upgrade QuickBooks Online

The most talked about and touted software of the present time Intuit’s QuickBooks is rolling out the latest updates for its different versions. And this results into multiple questions from its users as to how they can upgrade their version of QuickBooks online so here we would be discussing about how to scale up your existing

QuickBooks software online by following these steps:

Start the upgrading process by taking your mouse curser on the extreme right-hand side top corner and then click the ‘gear shapes’ icon. Doing so will give a drop-down menu having plethora of options for the sake of convenience avoid clicking on any other option other than the required options mentioned in the blog.

Go ahead by clicking on the first option from the list which is labelled as ‘Account and Setting’ which is placed in the right-hand side column of the drop-down menu under the heading of ‘Your Company’.

During these steps, if you encounter any kind of doubt or query, you can contact the QuickBooks support team and get hand holding support with regards to upgrade of your software. Call at 1-888-254-4408

Post this you will be taken to the ‘Account and Setting’ menu screen here look for the option of ‘Billing and Subscription’ which is places in the extreme left hand side menu of QuickBooks. The stated option will not appear for the users who are already using the latest version of the QuickBooks online.
For users who see the option continue with clicking the ‘Upgrade’ option which will be placed under the sub head of ‘feature and pricing’. To continue with the process of upgrade it is mandatory to click on the upgrade option failing to do so the process will not be initiated.

By clicking on the upgrade option, the user will be taken to the prompt screen where he/she will be asked to enter your credential to complete the payment monetarily. The information entered by the user is made secured by the server and no information is compromised. Once the payment credentials are entered by the user he/she will be asked to agree to the confirmatory conditions for legal processes.

And in the final step go to the ‘Upgrade and Billing’ option to select the ‘Confirm Upgrade’ option and thereby completing the online upgrade arc for QuickBooks latest versions.

However, we are very much sure that these protocols will definitely help you upgrade the QuickBooks online, but in case you find yourself in any kind of trouble or get interrupted by any user query, once again, reach out at the QuickBooks support number as soon as possible. The technical support team is capable of providing the most optimum and prompt service and problem resolution tools and techniques in order for you to get back to work as soon as possible. A highly experienced team of seasoned accounting and finance experts will ensure you that all you doubts related to upgrade of QuickBooks online are solved instantly.

QuickBooks Helps You to Apply Refund To a Customer in QuickBooks!

Refunds may or may not affect a customer’s balance, depending upon the situation.

Please note: Make sure that no credit memo is entered as refund Receipts doubles up a credit if there is already a credit memo entered in the system, if a credit memo is entered already you will have to recreate the meant refund and delete the credit memo. In this next section of this article, you will get to know how to delete the credit memo and re-create the intended refund. Depending upon the type of refunds, perform the following steps:

If you are facing any issue related to QuickBooks accounting software just dial our QuickBooks support number 1 (888)  254-4408

Case 1: Refund for services and goods that didn’t satisfy the buyer/customer

In this option, a refund Receipt is generated to record reimbursements to customers by different modes- cash, cheque, or credit card. In this case, the refund does not affect the customer balance – accounts receivable, but only the bank balance. For example, if a customer is returning an item for the full or partial refund.

Take the following steps:

• Click on the plus icon on the top and then select Refund receipt.

• Select the product or service and the exact amount you are refunding

• Select SAVE

Case 2: Refunding for a prepaid order which the customer has not received

This affects the customer balance. This option is used when a customer or buyer makes a prepayment or down payment but cancels the order before receiving the goods or services. In this case, no invoice or sales receipt is created. The option will directly lead you to enter a cheque.

For example, a customer paid for an order which was later canceled, so you need to refund the payment.

Case 3: Payment of outstanding credit balance to the customer

This refund affects the customer balance. This option lets you pay off any credits to the customer which they want to offset by providing a refund cheque to them. For example, a customer has a store credit that they would like to get redeemed for cash.

Case 4: Refund to the customer if they had paid excess money

This affects the customer balance. This option allows you to provide a refund to a customer when they overpay and you want to give the customer their money back in form of cash or cheque for the amount overpaid. You can use cheque or expense features to record these types of refunds.
Example: A customer over-paid on an invoice, and you need to return the excess money.

If case 2, 3 and 4 are used

Make sure you select accounts receivable at the bottom left of the Expense screen and link the cheque or cash purchase to the open credit or unapplied payment.

• Click on the plus icon and then select receive payment

• Fill in the fields- Select the customer for whom the credit memo is for. Change the date if needed. Payment methods, reference numbers, deposit to and amount received are to be left blank. Enter the memo if you wish to.

• Click on the plus sign next to total credits to view all the details about the credit.

• Make sure that the unapplied Payment you want the cheque or cash entry is linked and the amount entered is correct. (Check on the boxes next to the refund or the customer credit).

• Click on save

Error code H101,H202,H303,H404,H505 Or Multi User Error

Error Code H101,H202,H303,H404,H505 When opening company file

 

When we open the company file QuickBooks shows error code H101,H202,H303,H404 and H505.
Why does it happen?
  • Hosting configuration settings are incorrect
  • QuickBooks firewall ports are not configured properly
  • QuickBooks can not obtain the IP adress of host computer
  • .ND file is damaged
  • QuickBooks services have not been started

How to fix these errors?

1. When QuickBooks is installed on server computer

a. Please check hosting settings of each QuickBooks installed on different computer
b. It should be turned on main computer or server computer where file is located
c. To check the hosting setttings we can go to File menu – and click on switch to multi user access if        we have QuickBooks installed on server computer
d. we need to share the folder wherein QuickBooks company file is located
e. We need to open the company file on each computer

2. When QuickBooks is not installed on server computer

a. Please install QuickBooks Database server manager on server computer
b. Scan the shared folder wherein QuickBooks company file is stored
c. Locate the company file in QuickBooks on each workstation
3. Configure firewall ports
There are two ways to configure windows firewall in computer. It can be done either manually or automatically.
Automatically firewall ports configuration
Download QuickBooks network diagnostic tool and install it. please click on below mentioned link to download and install the QuickBooks network diagnostic tool.
Please click on add ports to configure the windows firewall ports

Manually firewall ports configuration

Windows 10
a. Right click the windows icon and select Control Panel.
b.Type “Firewall” in the search bar and press Enter.
c.Select Windows Firewall and select Advanced settings.
Windows 8
a.Hover the mouse in the upper or lower right-hand corners and select Settings.
b.Click on Control Panel and choose Windows Firewall.
c.On the left, click on Advanced Settings.
For Windows Vista/Windows 7/Windows Server 2008
a.Click the Start menu and enter firewall.
b.Click on Windows Firewall with Advanced Security.
c.On the left, right-click on Outbound Rules, and choose New Rule
Note (Windows Vista/Windows 7/Windows Server 2008): It’s a little tricky, you have to left-click Outbound Rules first to highlight it, then right-click on it.
Choose Ports and click Next.
Select TCP and in the specific local ports box, enter in the following ports:
QuickBooks Desktop 2017: 8019, 56727, 55373-55377
QuickBooks Desktop 2016: 8019, 56726, 55368-55372
QuickBooks Desktop 2015: 8019, 56725, 55363-55367
QuickBooks Desktop 2014: 8019, 56724, 55358-55362
Click Next and select Allow the Connection.
Click Next to enter a name in the name field (for example, “QuickBooks ports” ) and click Finish.
Repeat same steps for the Inbound Rules.
Open QuickBooks in multi-user mode.