Certain errors in QuickBooks get easily resolved by a mere reinstallation. Whereas, there are errors that require further rectification and to help you tackle such errors, Intuit offers the clean installation tool. You can reinstall QuickBooks Desktop for Windows using clean install utility. It is a great tool designed in a way to remove residual files and folder when uninstalling and reinstalling the application. It further cleanses your system and ensures easy installation. If you are looking for the process to download, install, and run QuickBooks clean install tool, then here is a comprehensive guide for you. Keep scrolling to unleash further about QuickBooks clean install tool or QuickBooks Uninstall Tool, and get a fresh copy of QuickBooks installed on your system.
Having said that, just in case you are in need of any sort of professional guidance related to the clean install tool or have any QuickBooks related query, then in that case do not think much in dialing our toll-free customer support number i.e., +1-888-510-9198, and get assistance from certified ProAdvisors immediately. Now that you know whom to reach out to in case of any queries, let us continue with this piece of writing and unveil some quick facts about QuickBooks clean install tool.
The procedure to download the clean install tool is quick and easy, however, before performing the steps, it is better to get an overview about the tool to ensure that the results turn out more fruitful. Well, talking about QuickBooks clean install tool, it is used to rebuild damaged QuickBooks desktop functions, where a mere reinstallation won’t fix the issue. In order to rectify the issue with clean install tool, you will have to rename the desktop to QuickBooks desktop for windows and the installation file, and further reinstall the program. The entire process is termed as clean install or clean uninstall of QuickBooks, which generally clears the cache memory occupying the space. In general, clean install helps in fixing issues that prevent you from opening the company file, shows up display and template problems, and a bunch of other install issues.
Note that, a clean install tool cannot harm your accounting files like your company file or any other data you have.
Also note that, before performing the uninstall process, we suggest you to have a QuickBooks desktop download file or installation CD with the license number. Moreover, a preventive measure is to back up the data file. Furthermore, you will have to log in windows admin to perform the steps and ascertain that the systems you are working on are available for restart.
When to use QuickBooks Clean Install Tool?
You now know what QuickBooks clean install tool is, but a question which is still unanswered is when to use QuickBooks clean install tool. Well, there are certain situations, when you can make use of this tool to clean install QuickBooks Desktop and successfully rectify the issue. Let us check out different situations when you can use QuickBooks clean install tool to reinstall QuickBooks for Windows.
Corrupted Installation – When you install QuickBooks or install updates for the same, you might end up in corrupted installation leading to crashes or other issues. This is when you need to use QB clean install tool and remove the corrupted files.
Software Conflicts– At times when there are compatibility issues with other software and drivers, you can run clean install utility and try resolving the conflicts.
Performance problems– Certain performance issues in QuickBooks like sluggish software processing, etc. can be addressed by reinstalling the software with clean install tool, as it removes the unnecessary files and configurations.
Data file issues – A few data file issues can also be rectified by using clean install tool. However, it is important to restore a backup of the company file to maintain data integrity.
Crucial points to keep in mind before using Clean Install tool to reinstall QuickBooks for windows
Before you start with the procedure to use the clean install tool, keep a check on the below pointers to avoid any sort of further issues:
Backup your company file
You company file stores the most crucial data, and you cannot afford to lose it. Thus, we recommend you to create a backup of your company file before performing the steps for clean installation. The steps to back up your company file are as follows:
Start the process by entering the flash drive into your system for backup.
Open QuickBooks and head to the file menu.
Click on backup company option to create a local backup.
Pick an option amongst local backup and online backup, as per your preference.
However, it is safe to save files on flash drive as it is a quick way to transfer files back.
After that, click on next tab and perform onscreen prompts to complete backup process.
Keeping product and license number in check
After the product and license number gets uninstalled from the system, you need to have the product and license number with you to access the software. You can click on F2 key or Ctrl + 1 to launch product information window.
Steps to install and use clean install tool in QuickBooks
Now that you know all the necessary information about the clean install tool in QuickBooks, let us explore the steps involved in installing and using clean install tool. Let us evaluate the steps one by one:
Step 1: Uninstall QuickBooks Desktop
Uninstallation of QuickBooks is very first step in the clean install process. You need to perform the below steps to uninstall QuickBooks successfully:
Start with clicking on the Win + R tabs to launch the run command.
You now have to enter control panel in the search bar and click on ok tab respectively.
The next step in the process is to move to the programs and features tab and go for uninstall a program option.
Now, from the list of installed programs, pick QuickBooks desktop and hit uninstall tab.
Once done with that, perform the onscreen prompts to complete the uninstall process.
Step 2: Use clean install tool for windows
Now comes the second step, where you need to use the clean install tool for windows. Let us explore the steps for downloading and using this tool to clean install QuickBooks Desktop for windows.
You need to first download QuickBooks tool hub from the official Intuit website.
Further, move to the file location where you have saved it and double click on the same to initiate the install process.
Once done with that, you need to install the program by performing the onscreen prompts.
And click on I accept to complete the install process and open tool hub from the desktop.
You now need to click on clean install tool after selecting installation issues tab.
You will then see a warning message appearing on the screen stating Please Install your copy of QuickBooks to default location.
Now, click on ok tab to complete the step.
Just in case you are unable to access QuickBooks when renaming the folders, perform the steps below:
Launch windows taskbar and further move to the task manager.
You now have to pick the processes tab and click on the image name column header.
Once done with that, go for exe, qbdbmgrn.exe, qbw32.exe. QBCFmonitorservice.exe and also click on end.
Further click on yes when you see a warning message appearing on the screen.
Step 3: Re-install QuickBooks on your PC
This step requires you to reinstall QuickBooks Desktop for Windows using clean install utility. And further, note the license and product details. You now have to continue with the steps ahead to complete the reinstall process:
Initially insert CD of QuickBooks and perform onscreen steps.
Further, it will ask you for product and license number.
You now have to enter the credentials just as they were mentioned in the system earlier.
Carry out the onscreen prompts to complete the process.
Once done with that click on the next tab.
And further, head to the type of installation and click on the next tab along with that choose the install tab.
Towards the end, you will be able to run QuickBooks.
Note that QuickBooks clean install tool is not compatible with QuickBooks 2020. Thus, you need to continue with the manual steps below to complete the process:
At first, launch the start menu, search for the file explorer, and open it.
You now have to look for and open the folder having the company file.
Errors that can’t be eliminated by reinstallation of QuickBooks, can be easily dealt by using the QuickBooks clean install tool or the QuickBooks Uninstall Tool. We have tried to cover all the information related to the clean install tool in this segment above. However, if you are still having any doubts, or if any of your queries remain unanswered, feel free to reach out to our technical support team at +1-888-510-9198, and we will try to provide you with instant support and assistance.
FAQs Related to QuickBooks Clean Install Tool
How to reinstall QuickBooks Desktop for Windows using clean install?
Follow the below steps to re-install QuickBooks using clean install too:
Step 1: Firstly, Uninstall your QuickBooks Desktop. Step 2: Now rename your installation folders of a QuickBooks Step 3: At the end reinstall or download the QuickBooks Desktop.
How do I completely remove QuickBooks utility?
For this, you need to perform the steps below:
1. Open the Windows start menu 2. Search for the control panel and open it 3. Choose programs and features 4. Uninstall a program 5. Select your version of QuickBooks 6. Choose uninstall and remove 7. Hit next and click on finish when required.
What does it mean to clean up QuickBooks?
Cleaning up company data utility usually repairs transactions and lists damage in the company file. You might be required to run the utility to fix issues like missing data after an update is applied, running verify data ends with a data damage message, opening the program list taking longer to open than usual, etc.
QuickBooks users might often land into some or the other error when performing various accounting activities. However, an instigating factor that remains common and constant in majority of the errors is the firewall and security software creating trouble. Time and again firewall configuration triggers various errors in QuickBooks. It can be a bit overwhelming to figure out the right configuration for firewall and security settings. And even a slight issue with the configuration of the same can drag you to different errors. Thus, to help you in eliminating this issue permanently, here we are with this piece of writing sharing the complete details about configuring firewall ports in QuickBooks and security settings for QuickBooks. Working on firewall configuration can prevent you from experiencing a bunch of errors in QuickBooks. Therefore, stick around this piece of writing till the end, and unveil the complete details.
Whereas, if you require any sort of technical assistance at any point in time, then in that case, do not hesitate in connecting with our technical support professionals. Feel free to give us a call at +1-888-510-9198, and you will get answers to all your queries immediately. Now that you know whom to call in case you need any technical assistance, let us dive in deep and explore the complete details about firewall ports configuration.
Before moving ahead with the procedure to configure firewall ports and security settings for QuickBooks, let us first understand a little about firewall and firewall ports. Well, firewall is a must have application to save your desktop from a bunch of threats like malware, viruses, and unwanted programs. To protect your system, firewall might block the internet access required to run QuickBooks desktop and company file. One can experience this issue when making use of QuickBooks desktop in multi User mode. Talking about firewall ports, it is responsible to control whether a particular program can be used by the system or not.
You can try to manually add ports to QuickBooks firewall using the set of steps enumerated below:
Step 1: Click on the start menu and further search for firewall
Step 2: You now have to choose windows firewall
Step 3: Go for Advanced Settings from the right pane
Step 4: Right click on inbound rules and select new rule
Step 5: The next step is to choose port and click on next tab
Step 6: Search for the TCP option and input specific ports that are needed for the current QuickBooks version being used. In case there are multiple versions, then simply add on each year’s ports too. This can be done using the following format:
In case you continue to experience connectivity issues in QuickBooks, then you might have to make exceptions to the use of programs QuickBooks in windows firewall. The steps involved in this procedure are as follows:
Step 1: Click on the start menu and further enter firewall.
Step 2: Further drag the cursor to windows firewall..
Step 3: Select advanced settings from right hand side and right click on inbound rules.
Step 4: Select new rule tab
Step 5: Further, select programs and choose next tab.
Step 6: You now have to click on program path and select browse.
Step 7: Move to one of the paths that are listed and further click on next tab.
Step 8: Furthermore, select allow connection and hit next.
Step 9: Make sure to check mark all the profiles and hit next.
Step 10: End the process by assign a new name to the rule.
Step 11: Check by opening QuickBooks desktop in multi user mode or over the network to verify that the issue is fixed.
Steps to configure 3rd Party Antivirus/Firewall Programs
One can try configuring the third-party antivirus/firewall programs only if the windows firewall issue continues. The user needs to ensure that TCP must be selected and then enter the ports that are required for the current QuickBooks version on the antivirus/third party firewall programs.
Other than the above steps, you can try to configure the firewall programs using the steps listed below:
When a user makes use of a number of firewall and the changing versions, Intuit is unable to do the Additional Configuration Setups. You need to take assistance from the software publisher’s website.
Furthermore, Intuit does not support different internet security programs. Thus, add exceptions firewall ports in QuickBooks. In case the error continues, add the directories to the antivirus program.
Steps for configuring antivirus and windows firewall
It is suggested to add exclusion in windows defender or installed antivirus program. Perform the following steps:
At first, you need to open windows defender security center.
Furthermore, open virus and threat protection.
Along with that click on add exclusion and select the folder.
Once done with that, add Intuit folder in C drive as exclusion.
Firewall and security settings are one of the most crucial elements that the user needs to configure in a proper manner. The above discussed steps are sufficient to successfully configure firewall ports and security settings. In case of any queries or if you need any sort of assistance at any point in time, feel free to reach out to us at +1-888-510-9198, and we will cater you with immediate support and assistance. Our technically sound QuickBooks ProAdvisors will ensure to answer all your queries and help you with all sorts of QuickBooks related issues.
FAQs Related to Firewall and security settings in QuickBooks
How do I fix firewall issues in QuickBooks desktop?
One can successfully fix the firewall issues in QuickBooks by opening control panel window and head to the windows firewall tab. You now have to opt for the turn windows firewall on/off. Click on disable firewall and head back to QuickBooks application.
You can check for blocked port using the command prompt. The steps involved are:
Enter cmd in the search bar. After that, right click the command prompt. Choose run as admin. And further, enter the command and click on firewall show state. This will show up the blocked and active port configured in the firewall.
Intuit Workforce is a tool for accessing personal and payroll information online. It makes viewing pay stubs, updating contact info, and requesting time off all-in-one place. With the workforce, you can access pay stubs, and W-2s anytime. It further gives you the option to clock in and out, even without Wi-Fi or cellular service. Moreover, you can submit and track paid time off, sick days and holidays. Many of you might not be aware of the features of Intuit Workforce and also the setup process. Thus, we have come up with this piece of writing, sharing the complete details about QuickBooks workforce. Make sure to stick around till the end, to unleash the features and set up procedure.
However, if you are someone who is not well-versed with QuickBooks, and require professional assistance, then need not to worry, as you are backed by our certified professionals. All you need to do is to contact our QuickBooks technical support team at +1-888-510-9198 and they will provide you with immediate support and guidance.
Note: QuickBooks Workforce is also available in Spanish. In case your mobile device’s language is set to Spanish, then Workforce app displays in Spanish as well. It should be noted that in late June 2023, QuickBooks time mobile app have been renamed to QuickBooks Workforce with a new logo. No action is needed from your end, and all the settings and the data will remain same. For customers using QuickBooks payroll, they get access features like paychecks, W2s, and more in a centralized app ith one seucre sign in.
As we mentioned earlier, QuickBooks workforce is a feature-loaded tool that can simplify a lot of things. From timesheets across multiple locations, to leave management and labour laws, there is a lot involved in payroll that Intuit Workforce can help you with. Let us delve in deep and understand each of its features one by one:
Overtime Calculations Across All Locations – Note that, for every single shift, the workforce calculates the cost of the shift depending upon the labour laws, overtime, and other rules in your jurisdiction. All the costs are exported to Intuit QuickBooks as expenses for review.
Leave And Timesheets in An App Available for Everyone – Approving leave and updating balances takes a lot of time and effort, especially when everything is present on another system. However, Intuit Workforce will let you manage leave, timesheets, etc. all in one mobile app that everyone can use. It further ensures that your schedules can be up to date before syncing to Intuit QuickBooks.
All Synced to Intuit QuickBooks in the Time for Payday – Intuit Workforce lets you connect everything within a few clicks. You can see employee timesheets synced to Intuit QuickBooks. The integration has stringent testing and error monitoring that ensures the tool is available when you need it the most.
Simple Timesheets – Intuit Workforce lets you manage multiple timesheets and approve time when you are prepared. It is always in your control to manage your timesheets.
Mobile Time Tracking – You can download QuickBooks Workforce app to track, submit, and approve time from anywhere.
Customizable Reports – With the customizable reports feature, you can get valuable business insights, so that you can predict job costs, plan for payroll, and further boost profitability.
Seamless Integrations – You have the option to sync time tracking data to your accounting or payroll for more efficient payroll and invoicing.
See Who is Working – Intuit Workforce lets you rest easy knowing who is working, what task they are performing, and what they are actually working on.
Manage Your Team – You can set up a geo fence that would remind your team to clock in or out when they enter or leave the job site.
QuickBooks workforce was formerly known as QuickBooks time mobile app. You can track time for yourself or track time for your crew. In case you are QuickBooks time admin, then you will have to turn on settings and permissions, so that your team can further make use of the workforce app. You can easily install QuickBooks workforce using the set of steps enumerated below:
iPhone
Initially, you need to head to the iOS device and further navigate to the App Store.
Search for and choose QuickBooks workforce.
To check whether your device and operating system are compatible, you need to head to the information tab.
Moreover, select the compatibility tab and this will display works on this iPhone, in case your device meets the requirements.
To check how much data storage is required on the device for download, head to the information tab and size.
In case you have further questions on data storage or battery usage after the app is in use, check use and understand GPS for team members.
You now have to go for the get and open tabs respectively.
Furthermore, a message will appear on the screen stating: “Allow QuickBooks time to send you notifications?” You will have to go for allow or don’t allow tabs.
Lastly, before you sign in and start tracking time, make sure to check device settings.
Android
On your Android device, you need to head to Google Play and further search for and pick QuickBooks workforce
If you find that the device and operating system are compatible, then go to the about this app option and further check out compatibility for your active devices.
Next to the compatibility section, you will be able to see “works on your device” written, only if your device meets the requirements.
To check how much data storage is required for the download, you simply need to head to the app info, and further download size tab.
In order to install, go back and choose install tab and also open tab.
A message showing Allow QuickBooks Time to send you notifications will pop up on the screen.
Where you need to choose allow or don’t allow options.
The last step is to check device settings before signing in and start tracking time.
iPad
Well, the iPhone app is compatible with an iPad. However, it won’t appear in the initial search. You can find it performing the steps below:
In the app store, you need to first go for iPad only along the top.
Further, switch to iPhone only.
Once done with that, search for QuickBooks time, and go for download app.
A message stating “Allow QuickBooks time to send you notifications?” will pop up, where you need to either select allow or go for don’t allow.
Lastly, check the device settings and later on sign in and start tracking time.
Change Device Settings
After you install QuickBooks workforce, there are certain device settings that automatically change, in order to make the app work in a proper manner. In case required, make sure to check the settings and further change them to ensure that the app is able to sync data to and from the web dashboard, track location, and send notifications.
It should be noted that specific instructions for these settings can vary, according to the device.
iOS Settings
Begin the procedure by heading to the settings tab, and there go for battery option.
Turn off the low power mode.
In case you have some battery saver apps, then ensure that the permissions are set to not include the workforce app.
You now have to head back to settings and choose workforce.
Moreover, select location and also always.
Make sure to turn on precise location.
This step isn’t mandatory; you can skip if you wish to. Go back and pick the notifications tab.
Now, turn on the allow notifications option.
Head back and further turn on background app refresh.
And also ensure that your global location settings are turned on.
Move to settings tab, go for privacy and security, and also the location services.
Further, turn on location services.
Android Settings
Initially, move to the settings tab on your Android device and further go for apps and app management options respectively.
Further, look for and pick QuickBooks time to open the App info page.
From this page, you will be able to update permissions, battery usage, and data usage settings.
Go for the permissions, location, and further choose allow all the time.
You will then have to turn on use precise location.
And go to the notifications tab and turn on allow notifications and manage your selections. (This is not mandatory)
Move back to the app info pages, and further go for battery.
You now have to choose unrestricted and back to save these changes.
Head back to the app info page, and choose mobile data, and also turn on allow background data usage and allow data usage when data saver is on.
Ensure that the global location setting is on by heading to the settings tab and further go for location and turn it on.
In order to avoid various errors, it is recommended to keep the workforce app updated. The steps involved in the update process are as follows:
Setting up Auto Update
In order to set up mobile device for auto updates, the below steps can be performed:
iOS
Go for settings tab, and head to app store.
You now have to navigate to the automatic download tab and turn on app updates.
Android
For android, you need to head to the play store, and further choose a profile icon.
You now have to choose settings, network preferences, and also auto-update apps.
Select any of the following:
Over wi-fi only
Over any network. Data charges may apply.
Hit ok tab.
Manually Update Intuit Workforce
Your workforce app will be updated on its own, unless you have turned off the auto-updates. In case you need to update workforce manually, then try performing the steps below:
iOS:
Navigate to the app store first, and choose the profile tab.
Head to the QuickBooks workforce and choose the update tab.
After the update finishes installing, choose open.
Android:
You need to first open Google play store.
Further, choose profile icon and go for manage apps and devices.
Now, under the overview tab, go for updates available.
And further, choose update, which is present next to the workforce app.
Invite Employees to QuickBooks Workforce
Well, you can simply invite your employees through QuickBooks online payroll in order to see and print the pay stubs and W-2s online. The user can further opt for paperless W-2. You can further invite new employees to add some personal info. Let us check out the steps to set up and invite a new employee in Intuit Workforce. Before heading forward, note that if your employee is accessing QuickBooks online account, then it is suggested to make use of a different email for workforce than the one being used to sign in QuickBooks online.
For this, you need to head to the payroll tab and further choose employees.
Furthermore, go for add an employee.
And later on, add your employee’s name and email address.
They will automatically get an email with instructions to set up the workforce account, so that they can see their pay stubs and W-2s.
In case the new employee wishes to add personal information, it is suggested to choose Ask this employee to enter their personal, tax, and banking info with QuickBooks workforce checkbox.
One can invite multiple employees to Intuit Workforce at once, or an individual employee to view pay stubs and W-2s. The steps involved in inviting existing employees are as follows:
Initially, head to the payroll tab and further choose employees.
You now have to choose Invite to workforce.
And then, check the boxes next to the names of the employees you want to invite and further enter the email address.
Once done, choose to send invitations.
Later on, your employee will get an email with a link to set up and use QuickBooks workforce. After set up, they will be able to add their personal info, if the option opt out of a mailed copy of their W-2 and view pay stubs and W-2s is selected. After the employee accepts the invitation in the email, he/she will be able to create their own Intuit account. This further allows them to manage their own user ID, personal settings, and security info.
It is also possible to upload profile pictures:
Note that only one picture will be saved and will override the previously uploaded pictures.
You can also turn off or on the ability to upload photos on the employee side.
In order to check the status of the employee’s setup, you can go for payroll and select employees tab.
The employee list will show the status.
Process to Set up QuickBooks Workforce Account (For Employees)
Now that you have been invited to view the pay stubs online, it is time to set up a QuickBooks workforce account and perform the necessary steps to set up Workforce account. The steps involved in signing in workforce are as follows:
You need to first look for an email with the subject (Business name) has invited you to view pay stubs online.
In case you are unable to find the invite, make sure to check your spam folder.
You can also let your employer know about it.
It might be possible that they used an incorrect email.
You now have to open the email and choose to create an account or sign in to accept the invitation.
After that create an intuit account with your email and a password.
In case you already have an Intuit account, then sign in with that email address and password.
Note that the process to set up QuickBooks workforce for Desktop is different. You can read our blog: How to Setup QuickBooks Workforce in QuickBooks Desktop! to understand the complete process to set up QuickBooks workforce in QuickBooks desktop.
Steps to Fix Intuit Workforce Sign in Issues
You might land into some sort of issues when signing into Intuit Workforce. To rectify those errors, you can perform the steps below:
Just in case you have a QuickBooks workforce account with a different employer already, then give your new employer the same email address.
Moreover, in case you have access to QuickBooks online, use a different email to sign in workforce.
Note that, your invite is valid for 30 days from the day it was sent. In case it has been longer, then ask your employer to send you a new invite and open the most recent invite.
View Your Pay Stubs, Time Off, and Year-To Date Pay in QuickBooks Workforce (For Employees)
Once your employer has invited you to QuickBooks workforce and you have successfully set up your account, you can view my paycheck intuit details, time off balances, and total pay for the year.
Steps to View or Download Pay Stubs
The steps for QuickBooks workforce app and QuickBooks workforce web browser vary. Thus, make sure to check out and perform the steps carefully.
QuickBooks Workforce App
At first, tap on Money
Now, from the latest paycheck, click on view details.
Also, click on download.
In order to view other pay stubs, select view from all paychecks.
And click on the pay stub you wish to view.
QuickBooks Workforce Web Browser
For web browser, you need to sign in to the workforce.intuit.com
And further check paychecks
Go for the appropriate date range.
And view multiple paychecks up to one year at a time.
Perform the steps below:
Choose download on the pay stub you want to download.
Go for a pay stub to open and view and further download or print it if you need.
In order to download all of your pay stubs at once, choose download all.
Steps to Turn on Notifications for New Pay Stubs
You can turn on notifications for pay stubs, to get an email reminder each time your new pay stub is available. Perform the steps below:
And also choose to send me an email when new pay stubs are available.
For QuickBooks Workforce App
Head to the settings ⚙. Tab.
You now have to choose email notification.
And further go for sending me an email when new pay stubs are available.
Steps To See Your Time Off and Year-To-Date Pay
The paychecks usually give you more information that is important for you. You can use the below set of steps to see your time off and year-to-date pay. Let us have a look:
QuickBooks Workforce Web Browser
Available time off: You can check your vacation, sick, and other available time off balance here.
Year to date: This will help you know your year-to-date gross and net pay, withholdings, and deductions at a glance.
401(k) or other deduction amounts: You can check this info on your pay stubs directly.
QuickBooks Workforce App
Available Time off: You can click on time off to check your vacation, sickness, and other time off balances in the Intuit Workforce app.
401 (k) or other deduction amounts: This information is available on your pay stubs.
Year-to date: You can know your year-to-date gross and net pay, withholdings, and deductions all at one place in the app.
Troubleshoot missing pay stubs or incorrect pay or tax info
Missing Pay Stubs
There can be a few reasons that you might not see all the pay stubs in the account. You need to check out the ways to fix missing pay stubs.
My pay info looks wrong or taxes are 0.00
In case the hours or wages show up incorrect, then you simply need to reach out to the employer. Or if the federal tax withholdings are lower than you expected, then this could be normal. You need to go through and understand the income tax on the paycheck in detail.
Conclusion!
QuickBooks Workforce or Intuit Workforce is a great tool to let employees view their pay stubs, year-to-date, time offs, and much more. In this piece of writing, we have tried to cover all the information related to QuickBooks Workforce such as install, invite, use, setup, etc. However, if you are stuck at some point in time, or if you have any queries, our QuickBooks support team is here to help you out. You can reach out to our technical support professionals at +1-888-510-9198, and they will clear up all your confusions immediately.
QuickBooks software is one of the most common names in the accounting sector of every small or big firm because of its simple and flawless work proficiency. QuickBooks, however, comes with all the advanced features but there are times when you face some technical glitch with QuickBooks which you need to fix on their own or you will need the help of professionals. One such error that users usually encountered while trying to access QB Company file and have been talking about mostly is QuickBooks missing name list problem. In numerous occasions like while opening the QuickBooks desktop company file you have seen that some of the name, items, accounts, entries and other important data are missing or not available in the specific name list.
This usually happens as a result of the above-named error QuickBooks missing name list. Forget about it! In this comprehensive blog, we have mentioned every possible detail (about this error, its causes) along with this you will also get every possible solution to fix this error. Feel free to dial our toll-free number +1-888-510-9198 in case you need professional help fixing this issue. So, let’s move ahead!
What do you understand by QuickBooks Missing Name List Problem
QuickBooks Missing Name List is a kind of QB error that usually occurs as a technical glitch in your internal database while opening QuickBooks company data file. This missing error does not allow you to access your company data file. It usually happens in the QuickBooks desktop thereby causing QB company file name to be missing from the name list.
Some of the lists where you may have spotted this error frequently are like vendor lists, customer lists and other kind of names lists. And you may have noticed a blank space in many areas of the company file like business transactions, center predefined reports and company reports.
The error message that appears before your screen for this error is:
We’re sorry; QuickBooks couldn’t open your company file. We’ll try to fix the problem, click start to begin.
If the problem continues, contact Consultant for assistance and report error code “MISSING NAME LIST Problem.” Please help what to do.”
What are the factors that give rise to QuickBooks Missing Name List Problem
Some of the prominent factors that give rise to this QuickBooks Missing Name List Problem are given below:
Incorrect or Incomplete installation of QuickBooks Software/application can be the reason that you may not find names in the list.
Another factor that triggers this missing name list error is sudden or improper shutdown of your system/PC before completion of your work.
Damaged system files appearing in Windows registry or corrupted Microsoft Components can also be responsible for missing names in QuickBooks list.
Meticulous infection from any third-party software or any other malware and virus affecting your system can also give rise to this issue of QB missing name list.
By chance deletion of any specific and important QuickBooks Files is another common factor that may bring this QuickBooks name list error.
How to affix this QuickBooks Missing Name List Problem
Some of the possible remedies in some easy steps that can help you to fix this annoying QuickBooks Missing Name List Problem are available now. You can carry out these steps mentioned below on your own:
METHOD I: Utilization Of QuickBooks Tool Hub
QuickBooks Tool Hub is a one-stop solution that helps you to solve all kinds of common QuickBooks Bugs. Here are the steps that you need to perform and fix the issue:
Start the procedure with the opening of QuickBooks application and the company file.
Now, for opening the Product Information Screen press the F2 key.
After this, go and find the Rebuilt option (RB Tag) in the File Section, this RB Tag displays the date and time of the rebuilt file.
After determining the Rebuilt date and time, you need to restore the backup file that is created before rebuilding your file.
If in case you don’t have any clue about the location of the backup file, then look for the Display Hidden Files folder and locate the backup files using the Windows for Help in Searching .QBB files option that is present on your system.
If you can’t find the Rebuild option in the File versions, then it means your file has not been rebuilt. In such circumstance, you need to carry out the following steps:
Wait for a while, as File Doctor Tool can take up to one minute to open
Select your company file available in the list, and then click on the Continue button
Now go for the Diagnose File tab and click on it.
Then fill your QuickBooks administrator log in details with password and then choose the Next option
Perform all the on-screen instructions displayed by the tool.
Apply all the changes by rebooting your system in the end.
METHOD II: Rebuilding the name list from Scratch
In this method you need to make an attempt to rebuild your QuickBooks name list from the scratch. This will help you to fix the QuickBooks missing name list error. Follow the below-written steps to rebuild your QuickBooks name list:
At First, construct a backup company data file, and if you have constructed it already, then restore this file to a location where you can access it easily.
Once it is done, forward the Damaged Company Data File to the Data Recovery team.
This step will take you to the completion of the data repairing process, and this tool will help you to fix the issue that you are facing.
Note: Check the information that you have restored and check the necessary details of the customers, , employees, vendors etc. Also, try to amend or revise the data damage on your QuickBooks company file.
METHOD III: Utilization of QuickBooks Auto Data Recovery Service
In order to recover your recent transactions, you can make use of this ADR (Auto Data Recovery Service). This ADR Service helps you to restore all your lost data (.QBW and .QBW.tlg files) and gives you error-free files at the times of any data loss or failure. However, this Auto Data Recovery service is accessible only in editions like QuickBooks Premier, Pro, and Enterprise. So, if you are working with any of these versions, there will be an additional folder as QuickBooks Auto Data Recovery with .QBW.ADR & .QBW.TLD.ADR files.
Before moving ahead, it is important for you to keep certain things in mind and these are:
Information recovery can’t be utilized within the controller editions.
Now, Use ADR services by following the steps to recover the transactions.
At first create a current folder with the name QB Test and save it on your Desktop.
Now, open the folder where you have stored the QuickBooks company file.
Then look for the .tlg file. After it is found, save this in your company file folder.
You can now use the Auto Data Recovery Tool to restore the transactions.
If you can’t find the .tlg file, that indicates the file extensions. Then, you need to:
Firstly, open File Person by pressing the Windows + E keys simultaneously and then select the Organize option.
Now, Select the Folder option and look for choices. If you are a Windows 10, 8.1 & 8 user, you are required to choose the read option and then select the file name extension.
Click on the Hide Extensions option for other well-known file varieties. Now choose the Apply option and then click the OK button.
In this step, open the QuickBooks Auto Data Recovery folder and then copy the .QBW .adr file.
Paste this file into the QBTest folder, which you have already saved on your Desktop.
Utilize your QuickBooks account register to verify all the transaction area units in the file.
Choose the File option, by clicking the Utilities and check information to check the knowledge integrity of your recovered QuickBooks data file.
In the last step check if the company file’s copy is prepared or not. If yes, transfer the corrupted company data file to a new place and move the file copy from the QBTest folder that you have made to the original location.
METHOD IV: Use Clean Install to fix QuickBooks Missing Name List Problem
As we have already mentioned above, the damaged and corrupted QuickBooks files are one of the significant reasons for the issues in the QuickBooks name list. Therefore, a clean installation of the QuickBooks software can help you to evade this error. Now perform the following steps:
At First, you have to download and install the QuickBooks Tool Hub. And if it is present already, open it, and then go to the tab of Installation Issues.
In the second step, under the Fix My Installation Issues, there is a Clean Install Tool button; click it and then click on the continue button.
Now you can initiate the clean installation of your QuickBooks software.
METHOD V: Restore a previous backup Company File
This is one of the easiest methods where you just need to restore a previous backup file and again enter the transactions to this file in order to make it updated and usable.
Although, this method is not an optimal solution because backup can be a few days older and data volume of the transactions be too much that can make this method a little hectic.
This troubleshooting method is the manual update solution. So, let’s get started by logging in to the computer and then fill in the administrative credentials.
Follow the below-mentioned step by step procedure without any miss. They are:
Go for the Start button of Windows and choose Programs. After that, select the Accessories option and then System Tools. Now you need to opt for the System Restore.
Here a new window pops up before you. On that window, opt for
“Restore my computer to an earlier time” and after that click on Next button.
Then From the given option “On this list, click a Restore Point” choose the most recent time you want to restore to.
Go and click the Next option.
Once again click Next option on the confirmation window that will pop up
Now when the restoration process will start, you just need to be patient and wait.
Finally restart the computer to apply the change.
This method will most probably work for you and you will not need to proceed further. Sometimes, it might not work for you. Then it will be better to move on to the second solution. All you need is some patience and a pain-staking attitude so that you can follow and perform each step with no loophole.
METHOD VII: Novice Computer User Solution
Begin the process by downloading the QuickBooks Error Missing Name List Problem repair utility. Then Save this somewhere on the system, most likely on the desktop
After this locate the file then, double-click to open and run the application.
Now opt for the Scan process.
After the Completion of the scanning process, click on the Fix Errors button
All the files that were damaged will be repaired automatically.
Once the process is done, the vital part begins.
Finally, reboot the system to verify whether the changes have taken place and whether the problem is resolved or not.
We hope that all these above-mentioned troubleshooting methods will help you effectively to resolve the QuickBooks missing name list problem. However, at some point if you are still struggling with this problem and are not able to see the names in the QuickBooks name list, you can reach out to our QuickBooks experts for instant assistance. Our QuickBooks teams of experts are available 24×7 to assist you professionally and will resolve the issue within minimum turnaround time.
QuickBooks by intuit is a simplified accounting and bookkeeping software that is well-known for its significant features and resources to record every kind of financial transactions such as expenses, payroll, sales, income, creating invoices, tax preparations, inventory management and many other. Besides having all the useful features yet it is open to many errors. One such error that many users have to face while working in creating accountant’s copy is QuickBooks Accountant Copy Failed. And the error message that usually accompanied by this error is:
“QuickBooks accountant’s copy failed”.
The above error is quite grumbling and complex to handle. It can even delay the particular work of your clients and accountants and they might fail to meet the deadline. Therefore, in order to overcome this error, we would recommend you to follow this write-up till the very end. Here, we have mentioned all of the possible reasons behind this issue along with all the troubleshooting methods to fix this issue.
Moreover, for any further information about this error and technical assistance to fix it, you can directly get in touch with our professionals and experts by dialing our toll-free number at +1-888-510-9198. They are available to assist you round the clock, please feel free to contact them with any queries.
Credible Reasons that give rise to this QuickBooks accountant copy failederror are:
Before knowing all the possible reasons behind this error, first try to understand the meaning of Accountant’s Copy.
Accountant’s Copy in QuickBooks software is a kind of company file that can be used to make some changes to the data before starting any task. And also, if you are a business owner and for any reason while working with the accountant you don’t want to share all the information about your company then this accountant’s copy will let you share only the necessary information with your accountant. Thus, helping you and your accountant to work simultaneously.
How to Create a QuickBooks Accountant Copy
To create Accountant’s Copy in simple steps. They are as follows:
Start the process by Opening QuickBooks.
Then navigate to the file menu and Choose the Company file.
Now, opt for Client Activities
After that click on Save File in order to save it and hit the Next button to continue
Here you are required to select the accountant’s copy and then again press the Next button
Now enter the dividing date further click on the Next button.
Some of the credible reasons that are responsible for this QuickBooks Accountant’s copy failed error are listed below. They are:
When the QuickBooks Desktop on your system requires an update.
Slow network connection on your system.
Corrupted Company Data file or with innumerable errors.
When the size of the company file is large or about 200MB.
Interference of Firewall settings with the upload
Sending the data to the particular intuit server also gives rise to this issue.
In MS word Getting a long dash in MS words and then copying it in the notes could be another possible reason for this error to occur. Therefore, a protracted dash is created in Microsoft word by entering two single dashes between the 2 hyphenated words.
This QuickBooks Error can also be seen while trying to transfer the accountant’s copy using the tool known as Accountant’s Copy File Transfer Service (ACTF) or with the particular file transfers. And the caution message you may get is:
Error: Trouble in moving the file to the Intuit Server.
Caution message: There is a trouble in sending the changes to the specific accountant’s copy file transfer Server. Try again later or save the file and send the file through e-mail.
Kind of Errors while creating or working on an Accountant’s copy
Following errors that arise while creating or working on Accountant’s copy by making use of Accountant’s Copy Transfer Service.
Error: Failed or a big red “X” when working on Accountant’s Copy
Error: Not able to create Accountant’s Copy…
Warning: You are backing up an Accountant’s Copy…
Error: Accountant’s Copy Exist
Your reconciliation will roll back
Warning: This is an Accountant’s copy of the company’s data, when opening a QBA file.
Error: “Specified database is invalid” or “Invalid database server command line” when opening an Accountant’s Copy or Portable file
Error: 6xxx, xx when converting an Accountant’s Transfer file
Troubleshooting methods to resolve the QuickBooks Accountant Copy Failed error.
Here are some simple steps to fix the QuickBooks accountant copy failed. They are as follows:
METHOD 1: Verification of Company file name
At first, verify the name of the Company file name for any special characters in it. Also ensure that the company name and the file name do not contain any comma in it. After that if the error still continues, go for the next solution.
METHOD 2: Update QuickBooks application to the latest version
One thing to be consider here while creating accountant’s copy is that accountant file transfer service (ACTF) functions exclusively with the latest version of QuickBooks application such as 2017 (R14), 2018 (R12) or 2019 (R9), and also QuickBooks desktop enterprise 17 (R14), 8 (R12), or 19 (R9). In addition to this, the updated version of QuickBooks performs much better and does not generate any technical bugs. To update this, follow the below mentioned steps as it is. They are:
At first start to the Help menu, and navigate to the Update QuickBooks Desktop for clicking it.
Later, find out the Update Now tab and make sure to tick mark the box for Reset Update
Now hit the Get Updates option, and it will begin the download process
Once this download process is done, restart your QuickBooks software
METHOD 3: Decrease the size of the Company file to fix QuickBooks accountant copy failed
The size of the QuickBooks Company file should not be more than 200 MB otherwise it may cause you difficulty in sending that specific file to the intuit server which is available. The size of the file can be decreased in two ways:
In the first procedure of decreasing the file size create the portable version of company file so that it can be transferred with ease.
Navigate to the QuickBooks company file and then open it.
Then open the Product Information window by pressing the F2 key on the keyboard.
If the size of the company file is greater than 200 MB, then you can try to restore QuickBooks Desktop portable company file (*.qbm) This portable version of QuickBooks Desktop file is the compressed version that can be send easily.
On the other hand, you can manually save and send the QBX / QBY file rather than using the accountant file transfer service.
METHOD 4: Verify for the long dash present in your notes
If there is a long dash in your notes, then it is important for you to consider few things given below:
Insert the text directly in the notes without long dashes to your clients
Utilize the Windows Text Editor generate the text easily using and paste it from there
Also, you can email the MS Word document to your customer along with the converted file QBY.
Avoid the use of long dash in MS Word; although, a single dash is in the document can be considered fine.
Go for the next method, if you still face the issue while creating the accountant’s copy.
METHOD 5: Resolve the damaged data of the company file by utilizing QB file Doctors tool
QuickBooks file doctor toolis a kind of tool that is designed and developed in such a way to repair every type of errors, particularly for the company file and network related errors. And for downloading this tool you can visit the Intuit’s website, or you can download it through the QuickBooks Tool hub. This tool protects the majority of QB users up to a great extent by resolving the company file damage issue.
METHOD 6: Replace the Permission
At First, handle the particular folder where the QuickBooks file is stored. Once done with this, right-click on the file and choose sharing and security.
After selecting sharing and security options, a new dialogue box appears on the screen. Select permission.
Now choose add Browse to search the current QuickBooks data service user.
However, it changes with every new and upgraded version. Therefore, before creating an accountant’s copy, ensure to give the account Change and read permissions.
Now you can make an effort to create an accountant’s copy.
Also be certain Make sure that there are no strange characters in your file path. It is advised to use only letters in the company name, ignore the characters.
Make an attempt to create an Accountant’s and sum up the methods given above.
Essential key points to look at while creating Accountant’s copy in QuickBooks
While the Accountant’s copy is being saved, on other hand QuickBooks on the windows of your system displays the Accountant’s Changes Pending particular wording in the title bar where it will remain as it is unless and until any kind of alterations being done from the accountant’s copy itself or deleted any restrictions. Suppose the restrictions are deleted before the alterations are given back by the accountant, then you will not be allowed to make any modifications that are automatically made by a particular accountant.
Restrictions of QuickBooks desktop
There are certain restrictions on the things of QB desktop that can be modified with the help of an Accountant’s copy file such as when the users are unable to add, edit, void, or delete the payroll, estimates, sales, orders, and transfers of funds between accounts or inventory build assemblies.
Initially create the QuickBooks Accountant’s copy
The accountant should notify the users to upload an accountant’s copy or a particular backup file although in most of the cases, this accountant’s copy will be used as the preferred option. For creating a QuickBooks Accountant’s Copy follow the steps that are already mentioned above in the beginning of this post.
Here, we conclude our post by listing all the possible details and methods to fix the QuickBooks Accountants copy failed error. And we are very much hopeful that by following this post attentively you will be successful in resolving this error.
Even though if you still face any kind of difficulty while handling this error or any queries associated with this then we would advise you to contact our QuickBooks Customer Support team by ringing the toll-free number +1-888-510-9198
Our team of experts and professionals are ready to assist you constantly with your queries in the best possible manner. Kindly don’t hesitate to call them.
