How-to Resources

Custom email templates in QuickBooks Desktop are pre-defined message layouts (subject and body) that you can apply when emailing customers or vendors. With these templates, you can personalize each email with your branding and tone,…

When you open QuickBooks Desktop and see a message saying, “You have exceeded the maximum number of users who can access the company at one time,” it means QuickBooks believes more people are connected…

Connecting Deluxe with QuickBooks Desktop can feel confusing when you’re dealing with multiple payroll tasks, payment records, and check details at once. If you’re trying to understand how to connect Deluxe with QuickBooks, each Deluxe tool,…

Preparing tax returns in Lacerte often means working through several diagnostic messages. These alerts help you spot missing entries, inconsistencies, or requirements that must be addressed before you can file. When you have dozens of forms and schedules…

Sometimes, a return might be created under the wrong type, or you may need to convert it to another entity type for filing purposes. Drake Tax software makes this process…

Duplicate transactions in QuickBooks Desktop can lead to inaccurate financial reports and reconciliation errors. These duplicates often occur due to multiple imports, sync errors, or issues with bank feeds. QuickBooks…

When you begin reconciliation in QuickBooks and notice that the Beginning Balance is incorrect or zero, it can cause issues with reconciling your accounts. This issue may be due to…

Keeping QuickBooks Desktop updated ensures you have the latest features, security patches, and performance improvements. While QuickBooks can update automatically, you may need to manually update it if you experience…

The QuickBooks error code (-6177, 0) occurs when QuickBooks can’t access the company file path properly, especially in multi-user environments. This issue typically arises when QuickBooks tries to open a…

Running into the “Operation Cancelled Due to Restrictions” error in QuickBooks can be frustrating—especially when you’re handling critical financial tasks. This guide outlines practical solutions to help you resolve the…