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Intuit addon

Are There Any Pre-designed Form Templates Available That I Can Add to QuickBooks?

Chief Mechanic · August 25, 2010 ·

Yes, there are. Intuit itself offers a number of pre-designed form templates that you can add to QuickBooks, and they’re all free. These form types are available:

  • Credit memos
  • Estimates
  • Invoices
  • Purchase Orders
  • Sales Orders
  • Sales Receipts
  • Statements
  • Donations

You can find them at Intuit’s Template Gallery for forms. One of these templates makes a great starting point to create a custom form in QuickBooks.

There are variety of approaches to using a new form template in QuickBooks. We’ve come across other descriptions of how to accomplish this task that simply don’t work. This description does.

To start, visit Intuit’s Template Gallery and locate a template that most closely matches the look you want to create. The templates are organized by function. Because the thumbnails may make it difficult to see a clear preview of the template, you might want to download several templates, preview them in QuickBooks, and delete those that you don’t like.

Click the Download link for a template. When your browser prompts you to Open or Save the file, choose Save. You can save the file to your desktop or to any folder – just remember the location you choose. Here’s a dialog box just before the location is chosen:

QuickBooks Forms Save Invoice Template

Return to QuickBooks and open the Templates window from the Lists->Templates menu. Click the Templates button and select Import… from the drop down menu.

QuickBooks Premier 2009 Lists Templates Import

Navigate to the location where you saved the downloaded template, select the template, and click Open. If you downloaded multiple templates, you’ll have to import them individually.

The downloaded template will be added to the available templates for that company. You can now proceed to customize it to suit your needs.

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What Is the Company File Diagnostic Tool and How Do I Use It?

Chief Mechanic · August 24, 2010 ·

Intuit’s QuickBooks Company File Diagostic Tool is designed to diagnose and repair problems that prevent a company file from opening. The tool is a program that you can download from Intuit, install on the same computer where the company file is located, and run.

The program only works on company files (.qbw) from QuickBooks 2006 or newer.

There are 3 possible outcomes from running the Company File Diagnostic Tool:

  1. The tool identifies and repairs the problem that prevented you from opening the company file in QuickBooks;
  2. The tool identifies a problem but can’t fix it;
  3. No problem is found.

If the tool identifies a problem and can’t fix it, you can either restore from a backup or investigate other data recovery options. If the tool doesn’t find a problem and you still can’t open the company file, your problem may be caused by something other than company file data damage, such as your computer configuration. There’s also the possibility that your company file has damage that the tool is unable to detect.

Intuit has a step-by-step guide to installing and running the Company File Diagnostic Tool.

Users experiencing error code -6130, 0 may need to run the tool a second time to resolve this error. There’s a checkbox setting specific to this error, Force 6130 Fix, that should be checked if a single pass of the tool doesn’t allow the company file to be opened without error.

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What Is the Connection Diagnostic Tool and How Do I Use It?

Chief Mechanic · August 24, 2010 ·

The QuickBooks Connection Diagnostic Tool is a program to troubleshoot errors you might receive when opening a QuickBooks company file (.qbw) in a multi-user environment.

It only works with QuickBooks 2008 or newer and Enterprise Solutions 8.0 or newer.

It’s designed to troubleshoot error codes H202, H505, and 6000 series errors, such as error code -6130,0.

You can download the QuickBooks Connection Diagnostic Tool directly from Intuit. Once installed on the same computer on which the company file is located, the tool can diagnose and, in some cases, repair connection problems.

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