release

Why Are Items On Sales Orders Marked Closed Before Invoicing On a Partially Fulfilled Sales Order?

Chief Mechanic · September 13, 2010 ·

In QuickBooks 2009 for releases prior to R6, there was a bug (which has since been fixed) where undelivered items on a sales order that had previously been partially fulfilled had been incorrectly marked closed and could not be unchecked to be invoiced. This bug is discussed in this Intuit knowledge base article.

The bug only affects Sales Orders or Estimates that have partially invoiced line items where Unit of Measure has been enabled or where the Sales Order or Estimate contains a Group Item (with or without Unit of Measure enabled). For more information see our articles on the Unit of Measure preference and Group Items.

This bug has been corrected in the R6 release. Although the bug itself has been corrected, you may have previously entered Sales Orders or Estimates affected by the bug that will need to be fixed.

To correct the problems created by this bug, complete these steps:

Update QuickBooks to the R6 or later release
Run the Verify utility
Identify any incorrectly closed transactions
Repair those transactions
Rebuild
Re-run the Verify utility

Step 1 – Update QuickBooks to the R6 or Later Release

See our article for more information on updating your QuickBooks release.

Step 2 – Run the Verify Data Utility

To run the Verify Data utility, click the File->Utilities->Verify Data menu selection. See our article for more information on running the Verify Data utility. You’ll need to identify and correct any incorrectly closed transactions if the Verify Data utility displays this warning:

Some Sales Orders or Estimates may be incorrectly marked as closed or display incorrect invoiced quantities.

This procedure is discussed in this Intuit knowledge base article.

Step 3 – Identify Any Incorrectly Closed Transactions

If the Verify Data utility indicates that transactions were incorrectly closed, proceed to identify the affected transactions. Open the QBWin.log file in a text editor and search for Invalid Received/Invoiced Flag. Make a list of the Doc# for each affected Sales Order or Estimate. This procedure is discussed in this Intuit knowledge base article.

Step 4 – Repair the Affected Transactions

Using the list prepared in Step 3, find the first affected Sales Order or Estimate. To find a Sales Order, open the Create Sales Order window by clicking on the Customers->Create Sales Orders menu selection. Then, click the Find button and enter the first S. O. No. to be repaired.

QuickBooks Premier 2009 Create Sales Order Find

The procedure to find an Estimate is similar to that for finding a Sales Order except it starts from by clicking on the Customers->Create Estimates menu selection.

On a new blank line after the last line on the Sales Order or Estimate, enter any text at least 3 characters in length in the Description field. Save your changes by clicking the Save & New button and repeat these steps for each affected Sales Order or Estimate on the list prepared in Step 3. When you’ve repaired the last Sales Order or Estimate, you can click the Save & Close button. This procedure is discussed in this Intuit knowledge base article.

Step 5 – Run the Rebuild Data Utility

Run the Rebuild Data utility by clicking on the File->Utilities->Rebuild Data menu selection. See our article on running the Rebuild Data utility for more information.

Step 6 – Re-run the Verify Data Utility

To confirm that these steps have corrected the problem, re-run the Verify Data utility as described in Step 2 above. If the Verify Data procedure displays the warning discussed above, repeat Steps 3 through 6. If no warning appears, proceed to run inventory and sales reports to confirm that inventory data is now correct.

Prior to the availability of the R6 release, Intuit posted a description of this problem on its Wiki. See FAQ 14.

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What Is a Sales Tax Group and How Do I Create One?

Chief Mechanic · September 12, 2010 ·

A Sales Tax Group is a type of Item that is maintained on the Item List. It’s used to combine multiple Sales Tax Items (which are themselves another type of Item) into a single sales tax charge on a customer invoice.

See our article on all of the Item types supported by QuickBooks for more information.

Since QuickBooks only supports 1 sales tax code (item or group) on an invoice, a Sales Tax Group is a way to reduce the number of codes needed to invoice a customer. In turn, that reduces the chance of data entry error while at the same time calculating all required sales taxes.

Before you can set up a Sales Tax Group, make sure that you have:

Set the preference to collect and track sales taxes
Already created all of the individual Sales Tax Items that will be combined into a Sales Tax Group

With those steps completed, you can create a Sales Tax Group by completing these steps:

Open the Item List from the Lists->Item List menu selection
Click the Item button in the lower left corner of the Item List window
Select New from the menu or press the keyboard shortcut Ctrl + N
When the New Item window appears, choose Sales Tax Group from the pull down menu
Enter the Group Name and Description
Add all the single Sales Tax Items that make up the Sales Tax Group
As you add the Sales Tax Items, QuickBooks will update the Group Rate, the total tax rate for this Sales Tax Group
Click Ok to save your work

Note:

You may observe a minor display bug in early releases of QuickBooks 2009. Here’s a screenshot from QuickBooks 2009 Premier Accountant Edition R3P. Instead of displaying the Sales Tax Group as a percentage similar to a Sales Tax Item, the Sales Tax Group is displayed as a rounded decimal. In this example, the Sales Tax Group is shown as 0.08 even though it is a combination of East Bayshore and San Domingo, for a total of 0.078, or 7.8%. However, although the Sales Tax Group is displayed incorrectly, QuickBooks calculates the tax total for the Sales Tax Group correctly.

QuickBooks Premier 2009 Sales Tax Group Display Bug

Here’s a similar display from QuickBooks Premier Accountant 2008 R6P, where the Sales Tax Group is shown as a percentage accurate to 2 decimal places:

QuickBooks Premier 2008 Sales Tax Group No Display Bug

This display bug was fixed in later releases of QuickBooks 2009 and doesn’t affect QuickBooks 2010. If you’re running an old release of QuickBooks 2009, update your QuickBooks to the latest release.

(0 rating, 2 votes)

What Does Error Code C=343 Mean?

Chief Mechanic · September 11, 2010 ·

According to Intuit, Error Code C=343 can occur when:

you’re not running the latest release of QuickBooks
1 of 2 Microsoft Core XML Services .dll files is unregistered, missing, or damaged

Confirm you’re running the latest release of QuickBooks. To verify your QuickBooks release, from within QuickBooks press F2 to display the Product Information window. The Product shows both your version and release in the upper left corner.

QuickBooks Premier 2009 Product Information Release

If the problem persists, either MSXML3.DLL or MSXML4.DLL is unregistered, missing, or damaged. The first troubleshooting step is to re-register both of these files while QuickBooks is not running and then re-start QuickBooks to see if the problem has been resolved. If the error recurs, you’ll need to download and re-install Microsoft’s Core XML services.

See our related article on another error involving Microsoft’s XML Parser, an unrecoverable error has occurred exception msxml could not cocreate instance.

For more information on the troubleshooting steps to resolve Error Code C=343, consult this Intuit knowledge base article.

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What Does Error Code -6138, -82 Mean?

Chief Mechanic · September 10, 2010 ·

According to Intuit, Error Code -6138, -82: “You do not have sufficient permissions to the specified folder ” is an error that has multiple possible causes related to network file permissions.

There are a number of troubleshooting steps to resolve this error that are discussed in detail in the Intuit knowledge base article linked below. Before proceeding to those steps, insure that all computers in your QuickBooks installation have been updated to the latest QuickBooks release. To verify the version and release of QuickBooks, press F2 while QuickBooks is running to display the Product Information window. The Product field shows the version and release at the top left of the window. In the example below, Premier Accountant Edition 2009 is the version and R3P is the release. Complete this step on each computer in your multiuser setup.

To follow the troubleshooting steps to resolve Error Code -6138, -82, consult this Intuit knowledge base article.

See our related articles on Error Code -6073, -816 and Error Code -6190, -83 for more information.

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What Does Error Code -6073, -816 Mean?

Chief Mechanic · September 10, 2010 ·

According to Intuit, Error Code -6073, -816: “QuickBooks is unable to open this company file” is an error that has multiple possible causes. The possible causes include:

multiple computers have hosting turned on instead of only 1
different releases of QuickBooks on the server and the affected workstation
insufficient file permissions
the Database Manager service is not running
the network data file (.nd) is damaged, missing, or marked as hidden
the transaction log file (.tlg) is marked as hidden
security software (e. g., a firewall) is blocking network traffic
other software is currently scanning the QuickBooks company file
QuickBooks is attempting to run a scheduled backup while the company file is in use
the company file (.qbw) is damaged

A screenshot of the actual error appears below:

QuickBooks Premier 2007 Error Code -6073, -816

To follow the troubleshooting steps to resolve Error Code -6073, -816, consult this Intuit knowledge base article.

[Update: Unfortunately, it appears Intuit has removed that article, so the link is dead.]

See our related articles on Error Code -6190, -83 and Error Code -6138, -82 for more information.

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Accounting

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Intuit