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How to Delete Duplicate Transactions in QuickBooks? 

How to Delete Duplicate Transactions in QuickBooks? 

Last updated On : Feb 20, 2024 | QuickBooks, QuickBooks Desktop

Spotted Duplicate transactions in QuickBooks and can’t figure out how to delete them? Well, eliminating duplicate transactions from the bank feeds in QuickBooks is quite possible. You can easily remove the duplicate transactions directly from the bank feed. The process of deleting transactions depends upon the mode you are using. To help you out in deleting duplicate transactions in QuickBooks, here we are with this piece of writing sharing the complete set of steps involved in deleting duplicate transactions in QuickBooks. 

delete duplicate transactions in quickbooks

However, if you have any doubts or queries, you can get in touch with our technical support professionals at +1-866-453-7060 and they will provide you with immediate support and guidance. 

Also Read: How to Enter and Delete Transactions by Batch in QuickBooks Desktop?

What leads to duplicate transactions in QuickBooks? 

Here are a few reasons why you can experience duplicate transactions in QuickBooks. 

  1. At times when importing lists and transactions into the company file, duplicate transactions can be seen. 
  2. Also, QuickBooks rebuild data utility can also trigger double entry. Especially when the user tries to recover the unrecoverable transactions. 
  3. If you have missed out on some of the details, then duplicate entries can be seen. 
  4. Another possible reason could be if you added a few of the transactions manually, and the automatic feature is also turned on, then a double entry issue can be experienced. 

How to check duplicate transactions in QuickBooks Desktop? 

Even though there isn’t a specific method to look for duplicate transactions, using filters and sorting can help in identifying duplicate transactions. Here is how you can do this: 

  1. You need to first click on the gear icon in the bank account and further select the chart of accounts in QuickBooks. 
  2. Now, select view register. 
  3. Go for the filter menu from the bank register and further open it. 
  4. Apply the filter to search for a month or quarter transactions. 
  5. Once done with that, click on the payment or deposit column and sort the list by their amounts. 
  6. You need to sub-sort by date, though it would be done on its own. 
  7. Now, search for QuickBooks duplicate transactions and consider them for deletion. 

You might this helpful: How to make a Journal Entry in QuickBooks Desktop?

Deleting Duplicate Transactions in QuickBooks

Delete Duplicate transactions in QuickBooks in side by side mode 

If you are using side-by-side mode, then the downloaded transactions are available on the left of the screen. 

  1. At first, visit the banking menu. 
  2. After that, choose the bank feeds and then select the bank feeds center. 
  3. Select the account with the transactions you wish to remove in the items reviewed section. 
  4. The next step is to select the items to delete. 
  5. The last step here is to choose the deleted transaction and click on yes to confirm. 

Just in case you have already matched the statement, then you can choose the select all downloaded transactions older than option and then set the date to the last statement’s end date. Now, opt for delete selected. You might be required to switch to the register mode, in order to delete everything. 

Also Read: How to Turn off Sales Tax in QuickBooks Online 

Delete duplicate transactions in QuickBooks in register mode 

In register mode, you will see the register on the top part of the screen and the downloaded transactions will be seen at the bottom. If you have confirmed the fact that QuickBooks is correct and you want to delete the transactions that do not tally, then the entire statement will have to be deleted. The steps involved here are: 

  1. You need to initially visit the banking menu. 
  2. After that, select the bank feeds and the bank feeds center. 
  3. You now have to choose the statement from the items received from the financial institution. Select the view option. 
  4. Now, match the appropriate transactions and select Done to match them. 
  5. Once done with that, select Yes tab in the not finished matching screen. This will return you to the online banking center. 
  6. After that, spot and choose the same statement from the items received from the financial institutions section. 
  7. The last step is to choose delete. 

Removing the statement will prevent any unwanted transactions from displaying the next time the statement will be downloaded. In case you do not remove the matched statement then the transactions that weren’t matched will continue to appear on the screen. 

Related Article to Read: How to Download Bank Feed transactions in QuickBooks Desktop?

Delete duplicate transactions or personal expenses from bank feeds 

If you want to keep a personal expense out of the business finances or if you have duplicate bank transactions, then the below steps are involved in excluding transactions:

  1. Initially, you are supposed to choose the transactions from the left menu. 
  2. Furthermore, you need to put a checkmark on the transactions you want to exclude. 
  3. The last step is to visit the batch actions drop-down and then choose the exclude selected option. 
  4. If you want to see the ones that are excluded, then you simply need to opt for the excluded tab.  

Just in case you want to see the ones that are excluded, then select the excluded tab. However, it should be noted that the transactions won’t appear in any associated account registers or reports, as they are not tracked or reported as part of the business finances. In case you have accidentally excluded the transaction, then you can simply include it by performing the steps below: 

  • Here, you will have to choose the transactions tab from the left menu. 
  • Once done with that, move to the excluded tab. 
  • After that, checkmark the transactions to be included. 
  • And later on, move to the batch actions drop-down and choose undo. 

Must Read: Hosting QuickBooks Desktop Company File – Easy Steps

Essential points to consider 

Here are a few points that you need to keep a check on: 

If personal expenses are excluded: 

  • Just in case the user excludes a transaction, the bank register won’t reconcile due to the bank balance, and the QuickBooks balance will show a difference. If you do not reconcile the bank statements with QuickBooks online, then there is not an issue. 
  • Alternatively, when the user reconciles the bank registers, he/she needs to track the personal expenses by adding the user himself as a supplier and assigning the transactions to an owner’s equity account. 

If duplicate transactions are excluded: 

  • In case you excluded a downloaded transaction, then in that case the balance will tally, and the user will be able to reconcile. 

To Conclude! 

While you reach the end of this article, it is believed that you might be successfully able to delete duplicate transactions in QuickBooks. However, if you have any queries or if you require any sort of technical assistance for carrying any task in QuickBooks, then in that case, give us a call at +1-866-453-7060, and we will provide you with immediate support and guidance. For any further guidance, feel free to connect with our technical support team. 

FAQs Related to Delete Duplicate Transactions in QuickBooks

What causes duplicate transactions in QuickBooks?

Duplicate transactions usually show up when you try to import transactions from some external 3rd party program to the company file.

What are ways to find duplicate transactions in QuickBooks?

To find out any duplicate transactions, you need to follow the steps below:

  1. Head to the bookkeeping menu and navigate to the transactions option.
  2. Once done with that, click on the expenses tab and choose the number of columns to sort out transactions.
  3. The last step is to verify for any duplicates

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 QuickBooks Gmail Not Working [SOLVED]

 QuickBooks Gmail Not Working [SOLVED]

Last updated On : Apr 17, 2024 | QuickBooks, QuickBooks Desktop

Trying to sign in Gmail through QuickBooks Desktop, but came across an unexpected error stating: QuickBooks Gmail not working? Well, if that is the case, then here is what you need to do. Often when there is an update from QuickBooks for added security, such sort of errors are experienced. You can further come across such errors when the credentials are incorrect or the Gmail settings are misconfigured. You can try reconnecting your account to eliminate any sort of email errors. The message that appears on the screen mentions that the security of the mail is under threat. However, it simply reflects that the app had tried to sign in to the Gmail account. 

quickbooks gmail not working

To learn further about QuickBooks Gmail not working issue, you simply need to go through this piece of writing carefully or can further connect with our technical support team at +1-866-453-7060 and we will provide you with answers to all your queries immediately. 

Also Read: How to Setup QuickBooks Invoicing For Gmail: Send Invoice to Your Customer Through Gmail?

Effective steps to rectify the error QuickBooks Gmail not working 

Now that you have sound knowledge about this error, it is time to implement the rectification steps for the following error: 

Solution 1: Use 2-step verification for Google 

This procedure adds up to the security of your account. You can implement the following steps to add to the security of your Gmail account. 

  1. The very first step is to navigate to the QuickBooks edit menu and further opt for preferences. 
2 step verification Google - quickbooks gmail not working
  1. You are then required to select Send Forms and then pick Web Mail and add option. 
Company preferences-quickbooks gmail not working
  1. Heading forward, you need to enter in the add email info section and also click on ok tab. 
  2. Towards the end, you need to select ok tab to save changes. 

Solution 2: Turn on less secure app access in Google 

To start with, you need to disable 2-Step veriication for your Google Account .

  1. You need to first, create a Google Account
  2. After that, choose security section.
  3. Now, select the two-step verification option
  4. Sign in for this and to turn off the verification, click on turn off tab.
  5. You will see a pop-up
quickbooks email preferences

Following that, in Google, Enable less Secure App Access.

Less secure application
  1. In order to understand how this may affect the account, then you must read the Google security requirements.
  2. Head to edit menu in QuickBooks.
  3. Furthermore, head to the preferences tab.
  4. And also, select send forms.
  5. Go for Web main and then click on add.
  6. Now, note that the add email info area must be filled out.
  7. The next step is to choose ok tab.
  8. The last step is to click on ok tab again to save all of the changes.

Must Read: How to make a Journal Entry in QuickBooks Desktop?

Solution 3: Change the enhanced security setting in QuickBooks 

If in case you have configured Gmail to use enhanced security, then you will be simply asked to Authorize QuickBooks when sending a transaction or report.

  1. At first, click on the allow tab to use Gmail in QuickBooks. 
  2. After that, from any active report or transaction, choose email. 
  3. Now, hit the send tab. 
  4. You might receive a pop-up requesting that you check in to your account using your credentials. 
  5. In the window of webmail authorization, you need to enter the credentials and click on the Continue tab. 
  6. Towards the end, choose allow to complete the process. 

 In case you are unable to authorize QuickBooks, then simply reconnect the Gmail account to QuickBooks and clear the option to use enhanced security. 

  1. You can set up webmail in QuickBooks to connect to your Gmail account. 
  2. Later on, just head to the menu and click on the preferences tab. 
  3. After that, select send forms. 
  4. Move to the menu and select webmail. 
  5. Once done with that, add the webmail by clicking on the add tab. 
  6. From the drop-down list, you need to head to the provider to connect your Gmail address. 
  7. Go for the option Utilize enhanced security. 
  8. And then, hit the ok tab. 
  9. After you are prompted, sign in to your Intuit account by entering the credentials. 

You must check this out: QuickBooks Desktop 2024 Download, Pricing, and Features

How to set up your QuickBooks Gmail Account? 

At times, your Gmail account might not be set up properly which can further trigger QuickBooks Gmail not working issue. You can carry out the steps below to set up your Gmail. 

  1. Navigate to the menu and choose the edit tab, 
  2. Head to the preferences option and select forms. 
  3. Now, click on the My Preferences tab. 
  4. Followed by heading to the webmail and clicking on the add button. 
  5. You will now see a dialog box, where you need to enter your Gmail id and select Gmail. 
  6. After that, the SMTP server information will be filled in automatically by QuickBooks. 
  7. Toward the end, click on ok tab and your email address will be added to your email ID. 

You might find it helpful: How To Fix QuickBooks Online Login Problems On Google Chrome?

How to email QuickBooks invoices using Gmail? 

Emailing QuickBooks invoices using Gmail is possible after connecting QuickBooks to the Google Account. You can manage all of your Customer emails in one place. 

Steps to Integrate your Gmail Account with QuickBooks 

Note that you can only connect one Gmail account at a time for the time being. In case you need to change your Gmail address, then you will simply have to unlink the one you are connected to at the current time. Further, you can link the one you want to use. The steps to integrate Gmail account with QuickBooks are as follows:

  1. You need to simply create a new invoice or open one that is already open. 
  2. Further, once you have entered all the required fields, click on save and send to bring up the preview window. 
  3. You will then have to select the customer’s email from the drop-down menu. 
  4. Followed by, selecting Connect Google Account after adding Gmail address. 
  5. Now, head to the sign-in window enter the email address, and hit next. 
  6. After that enter the credentials. 
  7. Make sure to tick mark the should be chosen box. 
  8. This will let you send invoices successfully. 

Steps to Unlink your Gmail Account 

  1. When you remove your current email address, QuickBooks will send invoices using the default email. 
  2. You are supposed to create a new invoice or open one that is already open. 
  3. Further, enter the required information and click on the save and send tabs respectively. 
  4. Select the customer’s email from the drop-down menu. 
  5. And also choose the remove email address option. 

Also Read: How to Fix QBDBMGRN Not Running on this Computer?

Conclusion! 

Performing the set of steps enumerated above might help in eliminating the QuickBooks Gmail not working issue or Gmail Couldn’t Sign you in From QuickBooks. However, if for some reason you land into the same error even after performing the set of steps discussed above, all you need is to reach out to our technical support team at +1-866-453-7060, and let them help you with your QuickBooks queries. Our QuickBooks support professionals have sound knowledge to deal with any sort of error experienced when working on QuickBooks. For more details, give us a call right away! 

 

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How to Fix QuickBooks Loan Manager Not Working Error?

How to Fix QuickBooks Loan Manager Not Working Error?

Last updated On : Dec 19, 2023 | QuickBooks, QuickBooks Desktop

QuickBooks loan manager reflects the loans in QuickBooks depending upon the information provided on the long-term liability and current liability accounts. This feature in QuickBooks lets the users track both principal and interest without looking over the amortization tables to evaluate the accounts. QuickBooks loan manager usually establishes loans in QuickBooks based on the info given. However, at times for certain reasons, one might come across QuickBooks loan manager not work issue. To help you tackle such an error, here we are with this piece of writing, sharing the complete details about how you can fix the QuickBooks loan manager not working error. 

QuickBooks loan manager is not working

Thus, to learn further about the issue, stick around this piece of writing, or you can also consult our technical support team at +1-866-453-7060, and we will provide you with immediate assistance for all your QuickBooks-related queries. 

Also Read: How to Fix QuickBooks Server Busy Error?

QuickBooks loan manager establishes Amortization schedules depending on the following input

  • Loan A/C chosen from COA 
  • The loan amounts 
  • Origination date 
  • First payment date 
  • The payment issues 
  • Escrow payment amount 
  • Escrow payment account from the chart of account 
  • Interest Rate 
  • The compounding periods 
  • Payment A/C chosen from COA 
  • The interest expense account is chosen from COA 
  • Fees or charges account chosen from COA 

Effective Methods to Fix Loan Manager Not Working issue in QuickBooks 

You can try out the below-discussed steps to fix the loan manager not working issue. Let us explore them one by one: 

Method 1: Review QuickBooks Loan Manager Data Missing 

Double-check if the loan manager error shows up when you try to use it again. If yes, then continue with the steps below: 

  1. Click on banking and select Loan Manager 
  2. Further, click on add loan and also go for edit loan option 
  3. You will now see the details at the bottom of the loan manager. If the QuickBooks loan manager data is missing, then move to the support team. 

Also Check Out: How to Fix Not Enough Space on Drive C: QuickBooks?

Method 2: Make use of Quick Fix My Program 

In case you are unable to rectify the issue using the method above, then try using Quick Fix My program using the set of steps below:

Step 1: Download and install QuickBooks tool hub 

  1. Start by closing QuickBooks 
  2. Further, download QuickBooks tool hub file and then save it. 
QuickBooks tool hub
  1. You now have to open QuickBookstoolhub.exe 
  2. You now have to click on QuickBooks tool hub icon 

Step 2: Run Quick Fix My Program 

Quick fix my program -quickbooks loan manager
  1. Here, you will see the program problems tab in the QuickBooks tool hub. 
  2. Clicking on the same will lead you to Quick Fix My Program tab. 
  3. You now have to click on it and let it carry out the necessary tasks. 
  4. Heading forward, open QuickBooks and check if QuickBooks loan manager not working issue is showing up on the screen. 

Method 3: Turn on the compatibility mode in Internet Explorer 9,10, or 11

Another effective solution for the same can be to try enabling the compatibility mode in the Internet Explorer browser. The steps involved here are: 

  1. You need to initially open Internet Explorer and then click on the tools tab. 
  2. After that, select the compatibility view. 
Compatibility view in Internet explorer - quickbooks loan manager
  1. Select Display all websites in compatibility view and select Close tab. 

After turning on the compatibility mode, you need to ensure to look out if the QuickBooks manager cannot find the file error is resolved. 

Also Read: QuickBooks Database server manager not running on this computer

Method 4: Move back to the default settings of Internet Explorer 

  1. This process requires you to click on tools in Internet Explorer 
  2. Further, select internet options 
  3. You now have to move to the internet from under the security tab and select the default tab. 
  4. The next step is to click on the local intranet and then select the default level. 
  5. Heading forward, you need to head to the advanced tab and click on restore advanced settings. 
Restore advanced internet settings
  1. Also, click on the apply tab and the ok tab respectively 
  2. The last step in the process is to open QuickBooks to check if you are able to run the loan manager or cash flow projector without any problem. 

Method 5: Run reboot.bat file 

If none of the above methods worked for you, try running reboot.bat file using the steps below. 

Reboot.bat - Compatibility view in Internet explorer - quickbooks loan manager
  1. You need to simply click on the QuickBooks desktop icon and further select the properties tab. 
  2. Once done with that, go for open file location option. 
  3. The next step is to right-click the bat file. 
  4. Also, run the admin tab. 
  5. Toward the end, wait for the reboot.bat file utility to complete the task. 

Also Read: QuickBooks Conversion Tool – How to Download and Use

To Conclude! 

Loan manager in QuickBooks is one of the most helpful features. Thus, getting rid of the error immediately is essential. Reading this piece of writing might help you in getting rid of the QuickBooks loan manager not working error successfully. On the contrary, if you need our assistance at any point in time, then in that case, feel free to reach out to our technical support professionals at +1-866-453-7060, and let them clear all your clouds of confusion. 

 

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QuickBooks Unable to Locate PDF Viewer – [FIXED]

QuickBooks Unable to Locate PDF Viewer – [FIXED]

Last updated On : Apr 18, 2024 | QuickBooks, QuickBooks Desktop

While carrying out daily accounting activities, one might have to print certain documents or pdf. However, at times due to certain factors like improper Windows print components, missing PDF components, or QuickBooks desktop setup, one might face issues with printing payroll tax forms, statements, and other documents. QuickBooks unable to locate PDF viewer is one such error that can be experienced by QuickBooks users. PDF viewer in QuickBooks is an essential component for the software to access the documents and the absence of this component can create issues in opening the essential files. 

QuickBooks unable to locate pdf viewer error

QuickBooks unable to locate the PDF viewer error can be seen when the Windows print components are damaged or outdated. To further learn about this issue in QuickBooks, sticking around this piece of writing can surely help. However, if you do not want to eliminate the error on your own, then you can simply get in touch with our technical support team at +1-866-453-7060, and they will help you tackle all sorts of QuickBooks-related issues. 

Also Read: How to Troubleshoot PDF and Print Problems with QuickBooks Desktop?

What causes QuickBooks unable to locate PDF file error? 

There are a bunch of factors causing such an error in QuickBooks desktop, which include: 

  • The Adobe Reader version installed on Windows is outdated. 
  • Another possible reason can be if the QuickBooks doesn’t have Adobe Reader set up as the default PDF viewer app. 
  • You can also come across a similar issue if the QuickBooks desktop software is missing the latest updates. 
  • Also, if the qbprint.qbp file is either damaged or missing from the installation directory. 

Effective solutions to fix unable to locate pdf viewer error in QuickBooks 

Errors related to pdf like ABS PDF driver install error, PDF and print errors, or unable to locate pdf viewer errors are pretty common in QuickBooks. You can try out the below set of steps and solutions to rectify the error unable to locate the pdf viewer in QuickBooks. Let us explore the solutions one by one: 

Solution 1: Repair, update, and reinstall Adobe Reader 

Just in case you are unable to open a PDF document after selecting Adobe as the default program, then you might face an issue with the PDF reader software. Here is how you can update, repair, and reinstall Adobe Reader. 

Update Adobe Reader 

  1. You need to navigate to the Adobe Acrobat Reader Download Page 
  2. Further, note the version shown on the page and also open the Adobe Reader App 
  3. Once done with that, you need to navigate to the help tab and also choose About Adobe Reader. 
  4. Heading forward, check if the Adobe version shown on the page and Adobe’s website is the same. 
  5. Moreover, if the versions don’t match, then you need to click on the help tab. 
  6. Further, choose the check for updates tab. 
Update Adobe Reader - quickbooks unable to locate pdf viewer
  1. Carry out the onscreen prompts to update the PDF viewer. 

Repair Adobe Reader 

Repair Acrobat installation
  1. Close all running programs and open Adobe Acrobat Reader. 
  2. Followed by, heading to the help tab and also click on repair acrobat installation. 
  3. Permit the application to repair itself and further, when the repair is complete, reboot the system and check if the users can print the document using QuickBooks. 

Also Read: QuickBooks PDF Converter – Download, Fix, and Troubleshoot

Reinstall Adobe PDF viewer 

One can use the program and features option in the control panel to uninstall Adobe PDF viewer. The same can be reinstalled later on using the steps below: 

  1. First, you need to open the run command and type the command appwiz.cpl to open the program and features window. 
  2. Once done with that, choose the option to view installed updates further right-click on Adobe, and choose the option to uninstall. 
Reinstall adobe pdf viewer
  1. Also, move to the web page for Adobe Acrobat reader download. 
  2. And then, click on the option to install now and choose the correct Windows version from the drop-down list. 
  3. Once the update file is downloaded, click on the option to run and hit the finish tab. 

Rename Qbprint.qbp file 

You can try to rename the Qbprint.qbp file to fix QuickBooks unable to locate the PDF viewer issue. The steps involved in renaming the file are as follows: 

  1. Start by opening the Windows file manager 
  2. Further, click on the organize option. 
  3. You now have to choose the folder and search option. 
  4. Under the view tab, you need to uncheck show hidden files, folders, and drivers. 
Show hidden files and folders - QuickBooks unable to locate pdf viewer
  1. Head to the Program Data folder in the C drive and then open the Intuit Folder. 
  2. You will then have to double-click the QuickBooks folder and also right-click the Qbprint.qbp to open it. 
  3. After that, choose the option to rename and add old instead of .qbp (qbprint.old)
Rename qbprint.qbp file
  1. The last step is to save the file and check if the Unable to locate PDF viewer error continues. 

Related Article: How to Troubleshoot Unable to Print Problem in QuickBooks?

Solution 2: Set Adobe Reader as the default PDF viewer 

Set Adobe reader as default pdf viewer

For Windows 7, 8, & 8.1 

If you are a Windows 7, 8, or 8.1 user, then you need to carry out the below steps to set Adobe Reader as the default PDF viewer. The steps involved are: 

  1. At first, click on the Windows start menu and choose the control panel from there. 
  2. You now have to select programs and click on set default programs 
  3. The next step is to find and choose Adobe Reader 
  4. Choose set this program as default. 

For Windows 10

  1. You need to first click on the Windows start menu 
  2. After that, click on the settings tab and choose apps. 
  3. Further, click on default apps. 
  4. Scroll down to pdf and choose its default program.
  5. Also, choose Adobe Acrobat Reader and click on Switch anyway

Solution 3: Run QuickBooks PDF and Print Repair Tool from the Tool Hub Program 

QuickBooks tool hub consists of a bunch of tools that can help you eliminate issues that you come across when working on QuickBooks. You can access the pdf and print repair tool from QB tool hub to eliminate this error successfully. The steps involved in here are: 

  1. Initially, close QuickBooks and download the latest version of QuickBooks Tool hub.
QuickBooks PDF and Print Repair tool - Unable to locate pdf viewer
  1. After that, open the program and navigate to the program problems tab. 
  2. You now have to opt for QuickBooks pdf and print repair tool also note this might take a minute or so to complete. 
  3. After the scan process ends, you need to check that the issue with the pdf viewer is fixed. 
  4. The last step is to try viewing, printing, emailing, or saving as a PDF from QuickBooks again to check if the issue continues. 

Here is: How to Print Form 1099 and 1096 in QuickBooks Desktop?

Conclusion!

QuickBooks PDF viewer not found error can hinder the smooth working of the software, especially when printing pdf and documents. Thus, it becomes essential to rectify the issue as soon as possible. However, if for some reason, you are unable to tackle with the issue, or if you need any sort of technical assistance in dealing with such an error, then in that case, do not hesitate in contacting our technical support team at +1-866-453-7060, and we will provide you with immediate support and guidance. 

 

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How to Rectify QuickBooks Delivery Server Down Error?

How to Rectify QuickBooks Delivery Server Down Error?

Last updated On : Apr 18, 2024 | QuickBooks, QuickBooks Desktop

Certain errors in QuickBooks aren’t common and can seem a bit daunting to handle. One such error that you might have heard about is QuickBooks Delivery Server Down Error. This error is often linked with the attachments in the sales or invoice when forwarding it to a customer in QuickBooks. This issue usually prevents users from sending transactions along with the attachments. As this error is a bit unique and uncommon, here we are to help you with its rectification procedures. In this article, we are going to spill the beans on how you can rectify the QuickBooks delivery server down error.

Thus, make sure to stick around till the end, or you can further get in touch with our technical support team at +1-866-453-7060 and they will provide you with answers to all your QuickBooks-related queries. 

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Procedures to rectify QuickBooks Delivery Server Down error 

You can try to eliminate QuickBooks delivery server down error using the set of steps below: 

Procedure 1: Configure the print and pdf settings 

At times, incorrect printer or PDF configuration can trigger the delivery server down issue in QuickBooks. Thus, to eliminate this issue you need to configure the print and pdf settings. The steps involved here are: 

Step 1: Configure Adobe Acrobat settings 

  1. You need to select the actual size.
Configure Adobe Acrobat Settings - quickbooks delivery server down
  1. Further, the orientation should be set to automatic 
  2. The option to choose paper source by pdf size should be on. 

Step 2: Configure the pdf settings of the browser 

For Google Chrome users: 

  1. Here, you will have to run Google Chrome 
  2. Further, make a move to settings 
  3. Once done opt for the advanced drop-down and then click on the content settings option. 
  4. Click on the PDF documents option. 
  5. Disable the option to download PDF files rather than automatically opening them in Chrome. 

For Mozilla Firefox users: 

  1. You need to run the Mozilla Firefox browser and then move to the options. 
  2. Once done with that, click on applications and proceed to the content type option. 
  3. You now have to proceed by searching for the portable document format. 
  4. Also, click on the option to use Adobe Reader. 
  5. Exit from the options tab and move to QuickBooks Online to retry sending the invoice to make sure that the QuickBooks delivery error no longer exists. 
  6. This might rectify the issue up to a certain extent. 

Have you checked this? QuickBooks Desktop 2024 Download, Pricing, and Features

Procedure 2: Check the sales forms email option

  1. Under this process, you need to initially move to settings. 
  2. Further, make a move to account and settings and move to sales. 
  3. Followed by clicking on the online delivery option. 
  4. After that, select or clear the checkbox beside the PDF attached option. 
  5. Click on save and then end by clicking on done. 

Procedure 3: Rectify the invoice format 

You need to access or create invoice and get any special characters from the invoice info removed. The special characters include ! @ # $ % ^ & * ( ) _ – = + : ”. Make sure that the characters are not included in the information like description, message, email id, attachment name, or custom form templates. 

Procedure 4: Correct the email address of the location

It is important to double-check the email address format used when sending the sales form. The steps involved here are: 

  1. Choose the settings tab. 
  2. Further, pick all lists and then locations. 
  3. You now have to search for the location used in the invoice. 
  4. And then, click on edit. 
  5. Check the email address in the section: This location has a different email address for communicating with customers. 
  6. And further, make the required changes if needed and click on save. 

Procedure 5: Resolve issues with the email address formatting 

If none of the above steps didn’t work, then you can try fixing the email address formatting issue. Let us have a look at the steps involved: 

  1. You need to first choose the settings ⚙.
  2. After that, you need to click on accounts and settings in the settings window and click on account and settings. 
  3. The next step is to click on the company option. 
  4. Also, click on the company info tab and check the emails for their formatting. 
  5. The correct format is [email protected], while email:[email protected] is an incorrect format. 
  6. You now have to fix the formats, click on the enter tab, and retry sending the invoice. 

Steps to send invoices manually outside of QuickBooks

If you are unable to rectify the issue, then you can temporarily send invoices manually outside of QuickBooks using the steps below:

  • At first, open transaction
  • Click on print or preview
Send invoices manually outside QuickBooks - quickbooks delivery server down
  • You need to click on download and then save the file.
send invoices manually outside of QuickBooks
  • Attach the file to the email and then send it to the customer manually.
send invoices manually outside
  • Perform the same steps for other invoices.

You can also visit the link for updates: https://status.quickbooks.intuit.com/

Also Read: How to Fix QBDBMGRN Not Running on this Server?

Conclusion! 

Getting rid of the delivery server error becomes easy using the set of steps enumerated above in this piece of writing. However, if there is any query or if the user needs any sort of QuickBooks support services, feel free to reach out to our technical support team at +1-866-453-7060, and we will provide you with answers to all your queries immediately. 

 

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