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App Apps Win App

QuickBooks Online – How to troubleshoot common issues with QuickBooks Windows App

QuickBooks Online – How to troubleshoot common issues with QuickBooks Windows App

1) Example: get a white screen after signing in
Refresh the App’s cache by going to the File menu (top left) and choosing “Refresh” or Ctrl+R. You can also try “Reset App Data” from the Help menu.
2) Example: unable to open the App.
Reset the App by holding down the Shift key while opening the program. Continue to hold down the key until the program opens up.
3) Example: 1 and 2 above does not work
Uninstall and reinstall the App from this link.
Download: https://quickbooks.intuit.com/apps/

Keyboard Shortcuts


Tutorial Video:
QuickBooks Online – How to troubleshoot common issues with QuickBooks Windows App


Categories
App Apps

Apps tab in QuickBooks Online Accountant QBOA

Accountants and Bookkeepers now have the ability to discover, connect, and manage apps for their firm and clients, all within one place.

With the new Apps tab within QuickBooks Online Accountant, the firm owner can now add and manage apps for both the firm and their clients, all from a single location.

The Apps tab will appear in the Your Practice section on the left Navigation menu. Read more…

Apps tab in QuickBooks Online Accountant (QBOA)

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App Apps

QuickBooks Online Mobile iPhone iPad App

With QuickBooks Online Mobile App, these are key activities you can do on your mobile device (iPhone & iPad):

  • View, add, and edit customers and sub-customers, and import them from your contacts.
  • Add notes (with or without photos) to customers and transactions.
  • View, create, edit, and delete estimates, invoices, payments, and sales receipts.
  • Add expenses (attach photos of receipts), vendors, and bank and/or expense accounts.

The QBO mobile app is still more limited in features and functionality. When you need more robust functionality, use QuickBooks Online on the web via Chrome or Safari.

See QBO Mobile App Feature Comparison, here.

Our Video Tutorials on QuickBooks Online Mobile iPhone iPad App — COMING SOON!

Categories
App

QuickBooks Online Accountant App for Windows

QBO Win App is available for Free download from the Intuit QuickBooks website. (For Mac Free download).

Official name of QBO Win App is “QuickBooks Online Accountant App”. I downloaded the App in my Windows computer. Once it is installed, you will see “qb” icon on your desktop which looks just like the icons of other QuickBooks desktop products. Please note it reads “QuickBooks” underneath “qb” as shown below:

QuickBooks Win App icon
QuickBooks Win App icon

Not to be confused with my other QuickBooks icons on my desktop, I renamed “QuickBooks” to “QBO App” as shown below:

My QuickBooks icons on my desktop
My QuickBooks icons on my desktop

Click QuickBooks app icon on desktop, then click “Yes” on “Do you want to allow this app to make changes to your PC?” on “User Account Control” screen:

User Account Control
User Account Control

Login using your existing QuickBooks (QBO) user account (same username and password):

Sign in screen
Sign in screen


Click on the screenshots below to enlarge them

QBO Win App Home Page Screen

QBO Win App Home Page Screen
QBO Win App Home Page Screen

Key App Features:

  • It’s faster than QBO in a browser
  • It has a menu structure like QuickBooks on the computer
  • There are shortcut keys…Yup! Keyboard navigation in QBO
  • Multiple Windows…Yes you can have an invoice and a customer list or an item list or the chart of accounts (or all of these) open at the same time, in QBO!
  • Auto refresh of open windows e.g. When you enter an expense in one window, it affects the report that was open behind the expense form in the other window, it AUTO-REFRESHES!

Computer Requirement:

  • A computer running Windows 7, Windows 8, Windows 8.1, Windows 10
  •  

    The caching in the QBO Win App is much more than what the browser can do due to technology limitations with a browser. Word on the street is that you can expect up to 30% improvement in speed over regular browser. Think of this App as your faster browser designed to be used just for QuickBooks Online (QBO).

    Most likely this app will be continually upgraded to enhance the caching abilities to minimize the amount of time it takes to complete transactions. No doubt, this is a QBO game changing app.

    Navigation:

    It is very easy to get started with this App if you are already familiar with the QuickBooks Online. In less than ten minutes, you will find your way around.

    Top 5 List

    1. No inactive sign out
    2. Multiple Windows
    3. Auto refresh of open windows
    4. Better “look and feel” (compared to QBOA)
    5. Faster browser experience

    Top 2 Wish List:

    1. Go to “File” menu and save it. Old Habit!
    2. QuickBooks desktop version was open. Try to open QBO company file. Repeat Mistake!

    Top Menu Bar Guide

    Top Menu Bar Guide
    Top Menu Bar Guide
    Home Page with Multiple Windows
    Home Page with Multiple Windows

    About QuickBooks w/ Version
    About QuickBooks w/ Version

    YouTube Video: QuickBooks Online Accountant App for Windows


    NEW UPDATES:

    How to reset QBO Win App?
    Hold down the shift key and open the program at the same time. Continue to hold down the Shift Key until the program opens up.

    New free download link, cick here.

    download link

    Related articles, discussions and issues

    Categories
    App Apps Navigation

    TSheets: Sign up for a 14 day Free Trial #tsheets #quickbooks

    Tsheets for time tracking solution

    Features at a Glance

    • Mobile Time Tracker
    • Online Time Tracking with GPS
    • Time Entry: Manual, Punch & Custom
    • Tracking Employee Paid Time Off
    • Employee Alerts and Reminders

    Go Ahead, Give It a Shot > click here!

    start my free 14-day trial



    TSheets PRO

    Categories
    App Apps Navigation

    A comprehensive guide to Sync PayPal App with QuickBooks Online

    “Sync with Paypal” app is for importing PayPal transactions into QuickBooks Online. All import will directly post into Quickbooks, eliminating the need for any double or manual entry. This is quite different from connecting bank accounts and downloading new bank transactions in QuickBooks banking center (transactions > banking). Since it directly posts without your review or approval process, you will have to rely on certain specific reports later in QBO.

    This is a well-tested app. It is very easy to setup. It is FREE for all QuickBooks Online customers (up to 100,000). Sync with PayPal is currently available in the United States only.

    Before you are ready to click “Get App Now” blue button, let’s analyze more and see if this app is right for your business.

    This app is ideal for:

    • Service-based businesses where you do not invoice your customers.
    • Product-based businesses where you do not track inventories in QBO. Also, customer invoicing is not involved.

    This app is not ideal for:

    • Businesses tracking inventories in QBO
    • Businesses need to invoice to receive payment
    • Companies with QBO plus plan and tracking class and location
    • Companies using PayPal mainly for purchases
    • Companies have several PayPal accounts and transfer funds between those accounts

    Key Features:

    • Importing sales transactions
    • Importing purchase transactions
    • Importing bank transfers
    • Importing Paypal fees and posting it to proper account
    • Importing sales tax and posting it to proper account

    Key Benefits:

    • Automatically importing customer payment information and filling out “Customer Information” screen in QBO. Big time saver.
    • Automatically creating Sales Receipt with properly filled out fields. Bank feeds cannot do that yet. You may be able to create Sales Receipt from a bank feed, but not automatically creating Sales Receipt. This is a huge time saver. Most importantly, think of it as if someone is doing behind the screen a great bookkeeping job for you for FREE. You cannot beat that price.

    Click on the screenshots below to enlarge them
    customer transaction page

    customer information

    sales receipt

    One more thing before you can click “Get App Now” blue button, you will need to do some homework in QBO.

    • Decide income account you want to use for sales transactions. Review and set up new accounts to Chart of Accounts if needed. That is the income name (& account if enabled) you will see it later in the Profit & Loss Report
    • You will also need to enable Sales Tax rate and agency settings (if applicable and not done yet). Left navigation bar > Sales Tax > Sales Tax Center > Related Tasks (right side) > Add/edit tax rates and agencies. In QBO, for sales tax, they use default account setting. So, there is no need to create Sales Tax Payable Account. It does it automatically once you have Sales Tax Agency setup done.
    • Note: See step#7 for default account for reference.

    If you currently connect your PayPal account through QuickBooks bank feeds (Transactions > Banking), it is IMPORTANT to:

    • Make a note of last downloaded transaction date
    • Review “New Transactions” column. Make sure all downloaded transactions are posted into QuickBooks. You should see “No transactions to process” note.
    • Make sure to disconnect it before installing the Sync with PayPal app to avoid duplicate entries.
      • To disconnect: From the home page screen > Left blue navigation bar > Transactions > Banking, click the PayPal card at the top of the page, click the pencil icon, click Edit account info, select the checkbox “Disconnect this account on save,” and click Save.

    Let’s review the process part to get this app now.

    To get this App from QBO:
    From the home page screen

    • Left blue navigation bar
    • Apps
    • Featured
    • Choose “Sync with PayPal” (with PayPal logo)
    • Click “Get App Now” blue button (upper right)
    • Your authorization to Start using sync with PayPal with QuickBooks will start
    • You will need to login to your PayPal account once
    • The whole process takes less than ten minutes (with careful app settings review)

    Step#1
    sync with paypal

    Step#2
    step2

    Step#3
    step3

    Step#4
    Grant permission to Intuit
    grant permission to intuit

    Step#5
    Review Your App Settings
    stop

    STOP! DO NOT CLICK “CONNECT” BUTTON YET. Now, it’s time to review your settings from date range to selection of various accounts to post. This is the most important part of the whole “Sync with PayPal” process!
    You can download transactions just once. There is no batch actions to fix it once it is already posted into QBO.

    • Decide transactions date range setting
    • Review “App Settings” one by one

    Review Your Settings

    Step#6
    Past Transactions

    • Click “Change” link under “Past Transactions”
    • Select Date Range
    • You can import your past transactions for up to 18 months. You can import from here just once. Select date range carefully. Note: Do not select up to today’s date. Always up to yesterday’s date.

    change past transactions

    Step#7
    App Settings

    PayPal Account – PayPal Bank (default)

    • Choose one from the list if already using PayPal

    Sales – Paypal Income (default)

    • Choose one from the list for income account

    PayPal Fees – PayPal Fees (default)

    • Choose one from the list if you already have preferred merchant fees account

    Sales Tax – PayPal Sales Tax (default)

    • Do not use default one. Use from the list you are using or newly created, the one with correct tax agency name.

    Payment Method on Transactions – PayPal (default)

    • Give them some credit for giving you free app. If not, you can use other payment method

    PayPal Customer > All Details
    Three to choose from

    • Do not track – no customer selection: It will create Sales Receipt with no customer selection (blank “choose a customer” field). If payment received is from sales, it’s better not to select this one.
    • Integration Default – All Sales assigned as one customer: This one is perfect if you do not want to track sales by customers like daily sales type of record
    • All Details – Sales Receipt with entered fields on Sales Receipt form: This one is perfect for customer tracking and running various meaningful sales reports.

    change app settings

    You may have noticed that the following transaction types are not mentioned:

    • Bank Transfer
      It will automatically create “PayPal Funds Transfer Account” and transfer the funds to that account. Since it is coming out from the PayPal account, you should see as negative amount on the balance sheet ( or bank register). So, on the banking center (bank feed), when you see money coming in from PayPal account, you will have to choose this “PayPal Funds Transfer Account” rather than actual PayPal Bank account to clear the balance. If you are entering manually, enter as bank transfer (create + sign > other > bank transfer)
    • For shipping charges from Sales Receipt, it will automatically create PayPal Shipping as Item and also post to Shipping Income account.
    • For Purchases – everything goes to Uncategorized Expense (default) accpunt. No choice here. From there, you will have to manually categorize expenses to proper accounts. You will see more details below on how to handle it.
    • In case you own multiple Paypal accounts and you are transferring money from one PayPal account to another PayPal account (not bank transfer), it may create sales receipt and will record as income. That is incorrect. You will need to pay attention to that type of transactions and handle it appropriately on your books. Be warned!

    Step#8 and Final
    you are all set

    Once they appear in QuickBooks, you will need to run the following reports (or more) for review:

    • Account Quick Report for PayPal Bank Account
      Left navigation bar > transactions > chart of accounts > PayPal Bank Account > Action > Run Report (pull down arrow next to view register).
      This quick account report should show all transactions (sales receipt, expense, transfer) type.
    • paypal bank account
      Note: Customized report with few columns removed.

    • Account Quick Report for PayPal Funds Transfer Account
      Left navigation bar > transactions > chart of accounts > PayPal Bank Funds Transfer Account > Action > Run Report (pull down arrow next to view register)
      You really need to pay attention to this account. This account should end up with zero balance once transactions are added from the bank feed for “money-in”.
    • paypal funds transfer account
      Note: Customized report with few columns removed.

    • Uncategorized Expense Account
      Left navigation bar > transactions > chart of accounts > Uncategorized Expense Account > Action > Run Report
      You will need to run this report on a regular basis. You may want to customize this as your own report.
      To customize, run this report > change “Transaction Dates” to “All Dates” > select “Run Report” > select “Save Customizations” button > Name of custom report = PayPal Uncategorized Expense > share with other users if needed > OK

      Now, it is time to categorize these expenses to appropriate accounts one by one manually until they are all gone. “This report contains no data”. Yes, that’s what you want to see!

    • uncategorized expense

    • Next time you want to run this report again, it comes in very handy. Will save you time.
      Left navigation bar > reports > my custom reports > select PayPal Uncategorized Expense under Name column > click it and categorize to appropriate accounts.

      my custom report for paypal uncategorized expense

     

    #QuickBooks Online

     


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    Categories
    App Apps

    QuickBooks Online (QBO) Helpful Apps List

    Accounts Receivable Management (8)

    Auto Dealership Management(1)

    Banking and Credit Card Processing (4)

    Barcodes and Labels (2)

    Billing and Invoicing (23)

    Business Analytics (10)

    Business Planning (4)

    Business Reporting (8)

    Business Research (2)

    Calendar / Scheduling (2)

    Collaboration (2)

    Communications (3)

    Custom Reporting (3)

    Customer Management (CRM) (16)

    Data Import / Export / Sync (20)

    Data Removers (1)

    Data Security / Disaster Recovery (1)

    Dispatch, GPS and Tracking Solutions (3)

    Document Management (2)

    Ecommerce (17)

    EDI – Electronic Data Interchange (1)

    Employee Management (2)

    ERP / MRP / Shop Floor Solutions (5)

    Estimating and Bidding (5)

    Expense Management (11)

    Field Services Management (7)

    Finance & Accounting (40)

    Financial Management (15)

    Freight Management (1)

    Inventory Management (11)

    Law Practice Tools (1)

    Marketing (7)

    Mobile (19)

    Operations (30)

    Payroll (2)

    Point of Sale Solutions (4)

    Productivity (21)

    Project Management (7)

    Project Planning / Workforce Allocation (3)

    Purchasing (4)

    Retail Management (3)

    Sales and Marketing (35)

    Sales Commission (2)

    Sales Management (11)

    Shipping (1)

    Social Media (1)

    Tax Tools (2)

    Templates and Forms (1)

    Time Tracking (9)

    Trucking Solutions (1)

     

     

    Helpful link

    Categories
    App Apps

    QBO Apps

    Compare Merchant Credit Card Processing Fees

     Swiped Transactions Manually Keyed
    Amazon Local Register2.50%
    2.75%
    Intuit Go Payments2.40%
    3.40% + $0.25
    PayPal2.70%
    3.50% + $0.15
    Square2.75%
    3.50% + $0.15