Regardless of which version of QuickBooks you might be using, there are numerous ways in which you can carry out accounting tasks easily. Once you change the ways of using the bookkeeping software, you can always save a considerable amount of time. If you have been using QuickBooks quite frequently, then you must go through the tips to seek a solution for QuickBooks errors 3371.
Use the Open Window
While QuickBooks is developed with an objective of meeting the requirements of numerous businesses, you can always be used some features that you had never used before. For instance, when you go to the Open Window you are sure to manage everything from a single view. You can switch to a new page once you have clicked an entry.
Always assign accounts
QuickBooks is known to enter transactions without the need of assigning them to different accounts. So, once you go through the Chart of Accounts, accounts labeled Uncategorized Expenses and Uncategorized Income would be clearly visible. If you are not aware of such sections, then these serve to be repositories for corresponding transactions. This implies that when you’re planning to generate reports, you may find it very much difficult to remember the situation in which the transaction was created and in turn find it tough to assign them to the respective accounts.
So, in order to make things easier for you, you should spend some time in setting up QuickBooks. This tip would save time for recalling the transactions in future.
Use the account prefill fields
If you have vendors assigned to the same account, then you can establish a constant with the relevant records. Once you open the Edit Window you proceed by clicking the Account Prefill tab followed by the appropriate option from the drop-down list. If the payment is associated with multiple accounts, then you can easily deal with the division whenever you decide to add transactions.
Use ‘Pending Sales’
With the help of the bookkeeping software, the user can always mark credit memos, invoices, and sales receipts as ‘Pending’. Soon after the transaction is created, you can click ‘Edit | Mark [form name] As Pending’, open the form and then move on to click Edit | Mark [form name] As Final. This tip is certainly useful for draft approvals and when you want the Profit and Loss report to represent the impact of Pending Sales. If you have questions, then you can contact the technical team on the QuickBooks technical support phone number.
Finally, you should always remember to set the closing date. In order to be on the safer side, you can protect the admin account with a password. This step would ensure that certain users would not be authorized to change anything unintentionally. As you go to ‘Edit | Preferences | Accounting | Company Preferences’ you can enter the closing date and thereby change it whenever you finishing carrying out the tasks.
Apart from the tips mentioned above, if you wish to learn more about the tool or want to resolve an error, then it’s better to contact experienced professionals @ 1-800-593-0163 or have a chat through the online portal.