Toll-Free : 1.844.405.0907 [email protected]
How to print W2 Forms in QuickBooks Desktop?

How to print W2 Forms in QuickBooks Desktop?

Want to learn how to print W2 Forms in QuickBooks Desktop?  Well, then you have entered to the right place. In this piece of article, we will guide you in every way that you need to know about W2 Forms and how to print W2 Forms in QuickBooks Desktop and that too in very basic steps. Here we go:

Basically, W-2 Forms are nothing but the statements that contain the information related to salaries or the wages paid by an employer to his employee. In addition to this, it also reveals all the information about the tax deduction from employee’s paychecks which is important for the employee while preparing for its tax returns.

However, Printing W-2 forms is quite critical task for any trading firm as it requires everything about employee’s statement of taxes, social security, report of wages paid along with Medicare taxes etc. 

Therefore, before proceeding through the printing process of W2 Forms in QuickBooks Desktop, it is important for you to know some more about W2 Forms, its importance and its printing requirements.

Read Also: How to Print a Pay Stubs or Paychecks in QuickBooks Desktop?

What do you understand by W2 Form in QuickBooks?

W2 form in QuickBooks desktop

As we are well versed with the fact that in every nation the citizen who is earning well income has to pay income tax every year. And all this tax amount (beneficial) Collected by the Government from its citizens is then used for the developments of its state and the country. So, in every firm employer deducted certain amount from its employee’s salary and files taxes every month for them without even letting them know. Although this entire withdrawal amount is then paid to the IRS (Internal Revenue Service) by the end of each month.  Therefore, an employer has to give a detailed account of the amount being deducted as a tax from the salary of the employee. This is only the source from where the W2 form comes in. 

W2 Form is a document that gives you detailed information about the amount deducted from an employee’s account on an annual basis. It is also known as the Wage and Tax Statement Form that assists you to calculate the exact amount when you are calculating the return at the end of the year. And W2 employee is the employee is that individual whose taxes are deducted from its salary/wages by his employer to file taxes and submits additional information to the Government.

This W2 Form is sent on or before 31st January every year so that one gets enough time for filing the income taxes before the deadline mostly within the first week of the month of April.  This tax is filed by the employer is for the previous year, e.g., you will get the W2 form in January 2021 for the income earned in 2021.

3 Things you should always keep in mind before and after printing W2 Forms in QuickBooks

Save the draft for the W-2 form 

For saving the draft click on the Save as PDF option in the Payroll Tax Form window. This Save As button is shown on the bottom left side of the screen. Once done with this select the location to save your W2 forms as a draft which is then done by clicking the Save button.

While e-filing or printing in QuickBooks Desktop it automatically archives W-2 forms in QuickBooks 

In the window of Payroll Tax Form, it automatically creates an archive when e-file or print box is selected. This option is located on the bottom left side of the Payroll Tax form window.  It saves the W2 form automatically in the default location and in the PDF format.

Process to access the archived forms when there is no active subscription of payroll tax form window 

  • You can also access your archived W-2 forms in case your active subscription plan has expired or you have not purchased it yet. 
  • For this, search the archived W-2 forms in the system for the folder having archived data without opening the QuickBooks program. 
  • The location of the files is C:UsersPublicDocumentsIntuitQuickBooksSample Company FileQuickBooks XXXX(Write Company name) Tax Form History.
  • Now you have to select the folder in the location that has your archived form which is required. It is the same folder whose name includes 941, W2 with its name.

Pre-Requisites to print W2 Forms in QuickBooks Desktop 

A few of the basic necessities that you must arrange in advance for printing the employees W2 form in QuickBooks Desktop are stated below. They are:

  • Kindly have the updated or supported version of QuickBooks Desktop installed in your system. Also ensure that this version of QB is compatible with your Windows OS of your system.
  • Next thing required to print W2 form is the Black ink to print it on the paper.
  • Active QuickBooks Payroll standard service is also required.
  • Make sure that you have latest tax table of payroll on your system.
  • It is also suggested to have W2 paper for your printer and the payroll service.
  • We also recommend to make use of perforated paper/blank papers or pre-printed laser printed forms either.
  • Lastly, it is advised that for the ink jet printers you can also use pre-printed forms.

Now you can go ahead for the process of printing W2 forms in QuickBooks Desktop.

3 Basic steps to print W2 Forms in QuickBooks Desktop

Once you are done with all printing requirements, let’s start the process of printing the form with these basic steps. They are as follows:

STEP I: Opening the W-2 form from QuickBooks Desktop

  • In the beginning, go to the Employees menu and then choose payroll tax forms and W2s
Payroll tax forms and W2s
  • Further click on the payroll forms process
  • Now choose the tax statement transmittal and annual Form W2/W3 wage
Print W2 Forms in QuickBooks desktop
  • Then hit the “Create form” button for creating it.
  • Suppose you need to file the forms of all your employees then for this select All Employees option.
  • Along with that, click on the last name of the employee
  • Now you have to add/Introduce the year of the form you are printing and then hit the OK button. Only one version of your tax form is saved for QuickBooks Desktop.

For instance: If the QuickBooks 2017 version of your form is already available, but you need to print W2 forms for 2016, you will require a newer version of the form to use it.

  • Next you have to select the employees for printing the form. For this, click on review/edit if you haven’t reviewed all your W2 forms. 
  • For continuing the printing process, you are advised to click on the submission form. Also, to print the type, select the workers. Again, if your W2 forms have not been reviewed, click on review/edit option.
  • Finally, Click on the print/e-file button.

You can also check: How to Solve QuickBooks Bank Reconciliation?

Step II: Pick the paper type and item as well to print in the W-2 and W-3 forms window

  • At the very first, select the options for the paper like preprinted forms, blank/perforated paper
  • Now under the section of the select item to print, you have to select for whom you want to print

For Employer

  • W-2 – Copy D: for your records, 2/page.
  • Instructions for employer filing: for a W-2 as well as a W-3 form.

For Employees

If you’re using perforated/blank paper

  • 4/page: copies B, 2, 2, C
  • 3/page: copies B, 2, C
  • Instructions for Employee filing: Needed if not printed on paper already

If you’re using preprinted forms

  • Copy 2 of W-2: for your State or Local Tax Department, 2/page.
  • W-2 – Copy B: for the annual tax return of an employee, 2/page.
  • W-2 – Copy C: records for an employee, 2/page.
  • Instructions for Employee filing: Required if not already printed on paper.

For Government

  • W-2 – Copy A: for the SSA, 2/page.
  • W-3/page.
  • W-2 – Copy 1: for the Department of State or Local Tax, 2/page.

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

Step III: Export the print W2 Forms in QuickBooks and start printing in your PDF Reader

  • You are required to do a printing test if you are using preprinted forms.
  • Now, you need to print your PDF by clicking print on it.
Print W2 form in QuickBooks
  • Lastly, start from inside the PDF Reader with the printing process and then you are done with the process.

Also Check Out: Resolve the Balance Sheet Out Of Balance In Accrual Basis


We are hoping that you find this article helpful for printing W2 forms in QuickBooks Desktop. Additionally, you got the opportunity to learn every detail about W2 forms through this article. But if you are not very good at following instructions and then you could be stuck between. 

Therefore, if you encounter any kind of trouble related to this W2 forms printing process, we would recommend you to take technical assistance from our QuickBooks technical support team by just dialing our toll-free helpline number +1-844-405-0907 Our team of QB experts is available round the clock to provide you immediate support.

Other Helpful Articles

How to Fix QuickBooks Error Message: Connection Has Been Lost?

How to Resolve QuickBooks Error 179?

How to Fix QuickBooks Banking Error Code 105?

How to Fix QuickBooks Install Error Code 1722?

How to Fix QuickBooks Desktop Freezing Up Problem?

How to Fix QuickBooks Desktop Freezing Up Problem?

Recurring glitches and technical snags are quite common in QuickBooks, which might further lead to frequent freezing or even crashing of the software. In this segment, we are going to discuss the freezing error in QuickBooks. This simply means that the software hangs and doesn’t take any commands for some time. It rather creates a new off-screen window running in the background, and when the user tries to close the software, the window doesn’t shut down, ultimately leading to the freeze issue. 

Freezing errors in QuickBooks can be quite annoying, as they might interrupt the smooth working of the software and would further end up in losing the unsaved data. To learn more about this error, you can simply scroll through this segment carefully. Or can also consult our QuickBooks tech support professionals at +1-844-405-0907, and let them help you with the issue ahead. 

What instigates the QuickBooks freezing error?

Coming across this issue is possible when the installer freezes while installing the QuickBooks software. Usually, it might get stuck on the installing ABS PDF driver window. Other than that, there can be a bunch of other factors triggering this issue. Let us have a look:

  • One of the basic factors causing this issue can be if the windows OS is out of date. 
  • Furthermore, in case the company name is too long, then you might end up in such an error. 
  • The user can also experience this issue if the PDF and preference files get damaged. 
  • Moreover, if the file doesn’t permit the user to operate the window, then such an error can be seen. 
  • Another possible reason can be, a damaged Windows operating system or a missing QBWUSER.INI file
  • You can also face similar issues if there are applications running in the background. 
Windows OS information

Possible Symptoms indicating the QuickBooks freezing error 

Identifying the error becomes easy with the following signs and symptoms. Let us have a look: 

  • In case the system slows down or freezes for a few seconds. 
  • Or if processing operations in QuickBooks becomes much more difficult. 
  • Also, in case the QuickBooks slows down and doesn’t respond to the inputs. 
Memory status in Task manager for quickbooks

Effective Fixes for QuickBooks freeze error 

There are a bunch of solutions that you can perform to get rid of the QuickBooks freeze error. Let us check out each of the solutions one by one:

Method 1: Use the QuickBooks refresher tool 

  • Under this process, you are required to close the QuickBooks desktop. 
  • After that, download QuickBooks refresher tool. 
  • Now, save the file on the desktop. 
  • Post that, run the QBRefresher tool. 
  • You are now supposed to re-open the QuickBooks desktop. 
  • And this would fix the issue up to a certain extent. 
using QuickBooks Refresher tool

*Note: QuickBooks refresher tool is no more available for download from the Intuit’s website. You can download the QuickBooks Tool Hub as an alternative.

Method 2: Use the Task Manager to close QB-related programs

  • This process requires you to sail to the task manager and then click on ctrl + Alt + delete. 
  • After that, select any open QuickBooks program that initiates with the letter QuickBooks or intuit. 
  • Now, click on end task to end the process. 
  • And lastly, shut down the task manager and reboot the software to see if the error gets fixed or not. 
Closing QuickBooks from task manager

Method 3: Restore the Portable Company File

In case you are experiencing any data issues, then the software allows you to create a portable file in QuickBooks that can be used to address the issue. This can be done using the steps below:

  • The very first step is to access/open the QuickBooks file and opt for File. 
  • Now, select the Create Copy option.
  • Also, click on the Portable Company File and then click on Next. 
  • You are now required to select the location to save the portable file and then click on save and hit ok tab. 
  • To restore the portable file, you can move to the file menu and select open or restore company option. 
  • Now, click on next and select restore a portable file option. 
  • The next step is to look for a portable file and select it. 
  • Also, click on open and next respectively. 
  • The last step is to click on save after changing the location of the company file. 
Restoring a portable file

Method 4: Use the Rebuild Data tool

  • Here, you simply need to open the file menu and head to the utilities tab. 
  • Once done with that select the rebuild data option
  • Followed by heading to the QuickBooks information window and also clicking on the ok tab. 
  • The user should now perform the onscreen steps to save a backup. 
  • And wait till it repairs the file. 
  • In case you are able to move the mouse, then the tool is working. 
  • Now, hit ok tab. 
  • Open the file menu and head to the utilities tab and also choose the verify data option. 
  • Towards the end, wait for the tool to check the file for the data issues. 
  • In case the tool doesn’t diagnose any issues, then click on ok tab. In case the issues are detected, then choose the rebuild now tab. 
Rebuild data in quickbooks

Method 5: Uninstall the QuickBooks desktop software

  • Under this process, you are supposed to click on windows + R to access run command. 
  • After that enter in control and click on the enter key. 
  • Now, click on programs and features tab. 
  • You should then click on uninstall a program option. 
  • Followed by selecting uninstall/change tab, in order to uninstall QuickBooks
  • Perform the onscreen prompts to end the process. 
Uninstall QuickBooks

Method 6: Clear the browser cache and temporary files

Often the cache files might create issues in QuickBooks, especially slow and freezing errors. Thus, the user should try to clear browser cache and remove the access data which slow down the system. 

clean browser history or cache

Method 7: Use QuickBooks tool hub

  • For this, you need to download the QuickBooks tool hub
  • After that, save it on the system where you can easily find it. 
  • And then double-click on the QuickBookstoolhub.exe to run the program on the system. 
  • Now, perform the onscreen steps to install the tool. 
  • Once done with that, open it by double-clicking on the QuickBooks tool hub icon.
Using Quickbooks Tool hub to fix freezing problems

After performing the steps above, you can access various tools using the steps below:

Step 1: Use Clean Install tool from tool hub program
  • Head to the Installation Issues tab and select the Clean Install tool.
  • Now, open the QBcleaninstallutility.exe file.
  • And click on I accept when the license agreement.
  • Go for the QB version and then click on the Continue option.
  • Lastly, click on the OK button and then when you see QuickBooks is now ready for a clean install, please install it to the default directory.
Step 2: Run the QuickBooks Install Diagnostic tool
  • Select the QuickBooks install diagnostic tool from the installation issues tab in the QuickBooks tool hub. 
  • And then, run the QuickBooks install diagnostic tool. 
  • Wait for the tool to detect any issues and resolve them. 
  • Now, restart the system and make sure that the elements are updated correctly. 
Step 3: Run the QuickBooks File Doctor from the tool hub program
  • To run file doctor, please select the QuickBooks file doctor tool from the company file issues tab. 
  • After that hit the enter tab. 
  • Select the company file, by selecting browse. 
  • And check the network and file systems by clicking on the option. 
  • You should then hit the enter tab. 
  • And also type in the admin password and hit next. 
  • Let the scan complete.
  • Once the tool detects and eliminates the issues, make sure to restart QuickBooks Desktop.
Step 4: Use QuickBooks Database Server Manager
  • The user is first required to go for QuickBooks Database Server Manager from the Network Issues menu in the QuickBooks tool hub.
  • After that perform the onscreen steps and let the tool fix the issue. 

Method 8: Disable the input services

  • Under this process, press Windows + R and enter in MSC. 
  • After that, click on ok tab. 
  • Now, double-click the system input service. 
  • And then, click on the stop the service option. 
  • Now, double-click the input services and select the properties tab. 
  • Disable the start-up type and hit on the OK button.
  • Lastly, shut down the services menu and then reopen QuickBooks.
Disable the input services for windows

Method 9: Edit the DAT and DDF files

  • Here, firstly close the company files 
  • After that, search for the company directory and rename ‘DAT’ to ‘OldUserPRef.DAT.’
  • Now, delete each file with the DDF extension.
  • Open the company and click on confirm to save the payments from the same directory.
  • After that click on print to print successfully

To Conclude! 

We end this segment right here, with the hope that the information discussed above might be of some help in dealing with the freezing error in QuickBooks. On the contrary, if you are facing some issue in getting rid of the error or if you are getting the same error again and again even after performing the steps discussed above, then in that scenario, we recommend you connect with our QuickBooks Desktop tech support professionals. Give us a call at +1-844-405-0907 and we will provide you with instant support services. 

Also See:

How to Fix Most Common Errors in QuickBooks Pro Support?

How to Fix QuickBooks Error the File Exists?

How to Fix QuickBooks Error Code 80040408?

QuickBooks Student Discount 2023 – Educational Offers

QuickBooks Student Discount 2023 – Educational Offers

QuickBooks accounting software is often used by businesses for carrying out different accounting and bookkeeping activities. However, many students pursuing different courses based on accounting or various other finance subjects make use of this versatile software. To make it affordable for the students, Intuit offers certain student discount and offers. Thus, if you are a student and planning to purchase this software, then you should know a lot of things about QuickBooks Student Discount.

This article is going to brief you with the entire details about student discount in QuickBooks. For more information, make sure to read this post till the end or connect with our certified team professional team of QuickBooks Experts and they will guide you regarding student discount.

Signing up for QuickBooks Students discount

More About QuickBooks Student Discount & Educational Free Version

As a student, the income is zero and the expenses are high including lodging, study loans, etc. And an addition to these expenses can be a bit challenging. The QuickBooks student discount can be extremely valuable for those who might find buying QuickBooks a bit out of budget, due to high cost. Before you buy the software, it is essential to be sure which version you want for your studies. The reason behind this is that no two courses are same, this means that with the course the requirements might also vary. In case you are not sure, it is recommended to take assistance from professionals.

The students can either buy QuickBooks via online platforms or offline platforms. Buying QuickBooks desktop software from online portals might save time as well as money. Moreover, it is quite easy to use any online third-party service providers, as it would offer certain key elements that would ease everything for you.

As a student pursuing financial education, there are a few things to remember to opt for QuickBooks student discount. The students can ask their teacher or instructor about the discount. Or can also directly contact the store and get the information regarding the offers. To choose the best deal, make sure to compare the offers in hand. 

Software providers that offer QuickBooks educational/student discount

Certain software providers offer software discounts and educational discounts. Thus, it is suggested to check out these software providers. 

  • Student Discounts– This particular site usually offers discounts to students, teachers, and schools on different software for about twenty-five years. The price that they offer for QuickBooks Desktop Pro 2019 version is $199.99 and the same is for QuickBooks Desktop Premier 2019 version. Note that, it might fluctuate according to time and new releases. 
  • JourneyEd– Another option is to check out journeyEd, which is an online store that not only sells software, but also a variety of other things. This might include, music, videos, electronic accessories, tablets, mobile devices, etc. They further offer QuickBooks training materials, along with QuickBooks software. You can avail Student discount on QuickBooks Accountant 2019 academic version. This might cost you around $99.95. This is an ideal software for students, as it offers the features required by students.

What is Intuit Education Program?

Intuit, the developer of QuickBooks offers a QuickBooks edition for all students. Students are required to register for 5 months trial version for a discount, via the education program. Moreover, an eligible student will then be permitted to download the 5 months free trial version of QuickBooks from the official portal. This program is beneficial for both students and educators for advancing their tax, accounting, and other skills. Not just that, but the Intuit education program provides free one year subscription for the following software to students and educators-

Signing up for turbo tax
Turbotax student discounts

Eligibility Criteria for QuickBooks student discount?

Only the students fulfilling the below mandatory terms are eligible for this discount. 

  • One of the most important facts is that the student must be in an accredited primary or secondary school.
  • Moreover, should be in public or private university or college.
  • School district or board of education is also important.
  • The student should be of accredited public or private school offering full-time instruction for students in grades k-12.
  • Student should be of any public or private college or university including community college, junior college, or vocational school.

Variations in prices on QuickBooks student discount

There can be certain variations in pricing of the QuickBooks student discount, due to certain reasons listed below. Thus, make sure to keep these factors in mind.

  • Less features: One might get same application in different prices on the same platform, due to difference in the number of features. Thus, makes sure to check the features before you make an investment.
  • Old version: old versions cost less in QuickBooks. You can choose the version which suits you. 
  • Pirated software: Often people might fool students with pirated software and provide them certain discounts. To avoid this, the students are suggested to view the customer reviews along with the downloading certificates before making a decision.

Precautions for Students

It is always recommended to the students to keep a check on various other aspects and not just price. As just focusing on prices can compel them to make a wrong decision. Even though the online platforms make buying process quick and easy it is suggested to invest in the right software. 

To facilitate different things for students, certain offers and coupon codes are provided to them. Various online third-party service providers offer attractive schemes to students. The students might face a variation in prices and offers, as offer policies are determined by individual third-party structure.

Students can also have to face piracy issues on some third-party providers. It is recommended to consult professionals to avoid such issues. Along with that they are recommended to examine all the key factors of purchasing the software from any third-party application source. Students might face certain variation in prices due to QuickBooks version upgrading

Prominent Platforms for buying QuickBooks software

Often choosing the right platform might be difficult for the students to buy the software and this might end up in wrong decision making. Thus, it is suggested to keep a check on below pointers: 

  • Microsoft products: The Microsoft’s official portal with verified certificates and prices can be an ideal platform for the students to get QuickBooks software.
  • Intuit’s official portal: Intuit’s official portal is another of the trusted platforms, where one can directly and easily get QuickBooks accounting software.
  • Apple store: Students can easily get QuickBooks software on the Apple’s official portal.

Any of the above portals can be used to buy QuickBooks with student discount. However, keeping a check on features is recommended. 

How to Register for QuickBooks Desktop Student Trial?

Now that you know the necessary information, let us understand how to register for QuickBooks student trial. Well, if you’re a current student at an accredited US educational institution, you can register for a student trial of QuickBooks Desktop. You can unlock the license using the steps below: 

  • The very first step is to navigate to Intuit Education Program Website.
  • After that choose register option and then go for looking for QuickBooks desktop, under the Choose your software option.
  • Pick students and then fill out the registration form.
  • Choose verify and continue and then the welcome to Intuit Education page will display.

Note that, if the welcome page doesn’t display, then you need to continue to the verification section. Otherwise, skip to activate QuickBooks desktop student trial.

Register QuickBooks Desktop student trial version

Installing steps for QuickBooks Desktop Student Trial

The below set of steps can help in installing QuickBooks desktop student trial:

  • The very first step is to open the email you received from Intuit verification and then choose the please click here to download.exe file.
  • Also note that in case the email is not received, then you can contact a professional.
  • Also, select the download option and close any open program, along with that select the setup_QuickBooks.exe
  • Hit yes to permit QuickBooks to make changes to the system.
  • After the download is complete, hit next on the Install Shield Wizard window.
  • Choose next and then review the license agreement.
  • Go for I accept the terms of the license agreement checkbox and then hit next tab.
  • Enter the license and product number provided in the email and then hit next.
  • Opt for the express and hit next and now, choose install and select open QuickBooks.
  • The last step is to hit on OK button.
Sign up for QuickBooks Online for Students

Sign up for QuickBooks Desktop for Students

Steps to Activate QuickBooks Desktop Student Trial

When you open up a company file in QuickBooks for the very first time, then you might be asked to activate it. This should be done within 30 days of installation. The steps to be performed to activate it are as follows:

  • Start with clicking on activate
  • Now, create a login or use an existing Intuit login.
  • In case you are having an existing Intuit Account, then you need to choose create account.
  • After that enter all the required information for the customer account (the required fields are shown with asterisk *), and then hit next tab.
  • You will see a confirmation window. 
  • Where you will need to print the page or save it a PDF file for the records.


Opting for QuickBooks student discount can make accessing QuickBooks software affordable for students. We believe, that the above set of steps might help the students in understanding about student discount and accessing the software with much ease. However, in case of any query or if the user requires our assistance at some point in time, then consulting our QuickBooks tech support team at +1-844-405-0907 is recommended. We are a team of certified QuickBooks professionals who work round the clock in providing immediate support and services. 

How to Convert and Move Quicken to QuickBooks?

How to Convert and Move Quicken to QuickBooks?

Over the past few years, QuickBooks has evolved drastically, which makes it an ideal accounting software. It offers tons of features and functionalities. Many Quicken users look for different procedures that can be performed to move their data to QuickBooks. To make it easy, we are here with this segment, where we will be sharing the complete information related to moving your Quicken data to QuickBooks. There are two simple ways to switch and move your Quicken to QuickBooks desktop. One is to convert directly to QuickBooks desktop. Whereas, the other is using the Quicken converter to upgrade the file first.

how to move Quicken Data into QuickBooks Desktop

To understand the conversion process in detail, make sure to read this segment carefully. You can also get in touch with our certified QuickBooks team of professionals for any further queries at 1-844-405-0907 and they will ensure to assist you in the conversion process.

See also: How to Fix QuickBooks is Unable to Verify the Financial Institution Issue?

What makes QuickBooks better than Quicken?

There are a few major differences between Quicken and QuickBooks, let us have a look:

Quicken software is ideal for personal use, whereas QuickBooks is better for small and mid-sized businesses. Furthermore, Quicken can be used for seamlessly handling and managing rental property and QuickBooks is all about accounting and bookkeeping. Quicken is not cloud-supported, but QuickBooks is supported on the cloud.

Important things to consider

Before you head to the process, make sure to check out the below pointers.

  • One of the most important points to be noted here is that the process of file conversion from Quicken to QuickBooks can’t be reversed. Thus, be sure when performing the conversion steps.
  • Moreover, make sure to create a backup of the quicken data that is to be converted, as you might have to access this data in Quicken software.
  • Also, in case you have used Quicken software on Mac, then you will have to convert Quicken Mac files into Windows files first, as only Windows files of Quicken can be converted to QuickBooks.

You may also like: How to Set up folder and Windows Access Permissions to Share Company Files?

Steps to Convert Quicken Data into QuickBooks Desktop Data

The user can try performing the below set of steps to convert Quicken data into QuickBooks desktop.

Step 1: Make use of Quicken Converter

Quicken Converter tool

It is important to ensure that you are not having another version of it installed. In case you already have it installed on the system, then ascertain to uninstall Quicken Converter from the system and then download the right one below:
At first, download the version of the converter tool which matches the year version of QuickBooks Desktop:

Now, you can install and convert by using the steps below:

  • Start with, launching the downloaded Quicken converter and then hit Next.
launching quickenconverter.exe
  • Once done with that, select I accept the terms in the license agreement, and click on Next.
  • The user is then required to Start the installation of the Quicken converter also, select Next and hit Install.
  • Go for Launch Quicken converter and click on Finish.
  • After that go for I am transferring data from Quicken for Windows and also select to Get started.
  • The next step is to choose open a data file located on this system and then opt for the select File option.
  • Browse to opt for the Quicken file and then hit OK button.
  • Choose Convert it and also hit the OK button.
Convert from quicken to quickbooks
  • Lastly, click on save the new Quicken data file and choose Save, and also hit the Edit option.

Visit also: How to Troubleshoot QuickBooks Error Code 1603?

Step 2: Search For .QDF And Not .QFX

Along with creating a .QFX file, the tool also creates a .QDF file. This is the file that you want to convert, not .QFX. You need to head to the upgraded .QDF file in a folder named Q18Files or Q17Files, which is at the same location as your original Quicken file. The .QDF file might also have the same name as the original data file.

Step 3: Using the Conversion Utility to fix Quicken Data into QuickBooks Desktop

One can easily convert the Quicken file using the conversion utility in QuickBooks. The below stated steps can be of great assistance in this case.

  • At first, head to the File option and then choose Utilities.
  • Go for the convert option and select Quicken.
  • Now, select the Quicken file [.QDF] that you wish to Convert.
  • Also, click on Convert.
  • You will see a few steps for conversion utility all through the rest of the conversion. Make sure to perform them.
  • Note that you can also press the F1 key to access the help window in QuickBooks Desktop to get any further details related to the conversion utility. Or type convert from Quicken.
  • In case you have used the Quicken Conversion Tool you will see a folder on your desktop having the appropriate QDF file to use. The folder will be named as Q12Files or Q13Files.

Steps to Move your Quicken Data to QuickBooks Online

If you are a QuickBooks online user, then it should be noted that the steps to move data in QuickBooks online might differ from QuickBooks desktop. Thus, make sure to go through the below set of steps to successfully move the quicken data to QuickBooks online.

You may visit: How to tackle QuickBooks Error 1723?

Step 1: Export the Quicken Data in .csv format

  • The very first step is to export the Quicken data to a .csv file.
  • Followed by performing the steps to import to QuickBooks.

Step 2: Import the .csv File into QuickBooks

After saving the crucial Quicken data in the .csv file, it is recommended to import it to QuickBooks.

  • This can be done by signing in to your QuickBooks account.
  • Now, hit on Settings.
  • Within settings, go for the option to Import Data.
  • Now, select the list type to import.
  • Also, click on Browse.
  • Identify the .csv file you created in Step 1.
  • Select the file and click on Open.
  • Also, hit the Next tab.
  • The Map data page will show up on your screen.
  • Now, click on the dropdown menus for mapping the fields.
  • After that click on Next.
  • Double-check if all the entries are correct.
  • Click on the Import option for importing the file to QuickBooks Desktop.

Step 3: Connect to your financial institution

Here you are supposed to connect to your bank account via QuickBooks to group your transaction-related data.

To Conclude!

QuickBooks has proved itself in the past few years, and gradually almost every business is moving to QuickBooks, in order to manage the accounting and daily financial activities smoothly. Thus, reading the above set of steps and implementing them might help you in moving from Quicken to QuickBooks. However, if you are stuck at any point in time, or if you require any sort of assistance, then, in that case, consulting our QuickBooks tech support team at +1-844-405-0907 is recommended. We are a team of certified QuickBooks professionals who work round the clock in providing immediate support services.

See more Helpful Articles

How to Resolve QuickBooks Error Code 1334?

Fix QuickBooks error code 401?

How to Troubleshoot QuickBooks Error code 1625?

How to fix “Scheduled Backups are not working in QuickBooks”?

How to fix “Scheduled Backups are not working in QuickBooks”?

Have you ever been stuck while scheduling automated Backups in QuickBooks? If so, then your search ends up right here. For all of you, we have compiled a useful write up on QuickBooks Scheduled Backups not working issue and the essential steps that we can perform to tackle out this error conveniently.
To prevent the data from an unexpected loss one of the most successful and effortless method used by users is by scheduling an automatic backup of the Data. It helps them to schedule the backup of company file related data on its own by a particular Date and Time decided by them only. However, at times users are not able to use this function because of the error message:

‘QuickBooks scheduled backup not working’ issue

Where the name only describes that here QuickBooks fails to create backups of company file and related data that are scheduled, thereby creating risk for the security of user’s data.

Here, in this article, at first, we will talk about what are the main causes of QuickBooks scheduled Backup not working issue and then we will discuss about the different methods to resolve this issue. For any further technical assistance, you can reach out to our QuickBooks ProAdvisor, by calling us on toll free number +1-844-405-0907 and receive instant and effective troubleshooting guidance from them without stressing much.

You may also like: How to Resolve QuickBooks Error Code 3100?

What is meant by QuickBooks Online Backup?

QuickBooks Online Backup to fix Scheduled Backups are not working in QuickBooks

In simple words, QuickBooks Online Backup is a service designed in the QB Online version that enables the application to store all the data files and essential folders on a cloud server. Online backing up of data in the cloud server facilitates the data to stay safe in the proper space and can be restored whenever necessary. It also helps in preventing troubles like the sudden loss of data or corruption, as files that are authentic are stored safely in a precise location.
All desktop versions of QuickBooks, be it QuickBooks Pro, Premier or Enterprise also have the feature to schedule backups of the company file. And user can schedule backups according to their choice and preferences. It will store their data in a secure location that user can choose itself, either cloud or local storage.

See this also: How to Fix “The file you specified cannot be opened” errors in QuickBooks?

What do you understand by “QuickBooks Online Backup Scheduled are not Working” Error?

“QuickBooks Online Scheduled backup are not working error” message appears when the backup feature is not responding as expected. In other words, we can say that either the automatic backups are failed or they get interrupted in between. This accidental loss of data caused by this error may cause severe problems in the near future. And there could be several reasons that can bring the QuickBooks desktop cloud backup to come to a halt. So, it is very important to know them at one’s earliest convenience to implement adequate troubleshooting methods.

Possible Reasons behind the error: “Scheduled Backups are not working in QuickBooks”

  • There could be many minor reasons that can instigate the ‘QuickBooks scheduled Backup Not working’ Issue. Some of the following reasons are:
  • One of the reasons behind this error could be using an outdated version of QuickBooks Desktop application.
  • Another probable reason could be running a non-identical version of Windows in QuickBooks like using Windows 10 whereas QuickBooks is configured for Windows XP or any other versions of Windows.
  • Unusual set up of scheduled Backups in QuickBooks can also cause this kind of error.
  • Any kind of damage in the data of company file in QuickBooks is also responsible for the errors in scheduling automatic backups in QuickBooks.
  • Having an. ADR extension in the file name can also interrupt the backup procedure in QuickBooks online backup service.
  • If the size of the company file is more than the standard, i.e., 3 GB, you are in for errors.
  • Saving the backup to an external flash or hard drive can also trigger problems in QuickBooks auto backup. It can be because the external drive doesn’t have enough space or is virus-prone or corrupt in general.
  • Compatibility issues between the windows operations system and QuickBooks can cause problems in the backup.
  • QuickBooks may not have the required access permissions to create backups in the designated drive or folder.
  • Improper backup configurations can lead to problems in QuickBooks desktop online backup.
  • The QB Desktop application might be damage or corrupt due to various reasons like viruses or improper installation.
  • Windows insufficient permissions can also lead to this issue.

Also read: QuickBooks Certification: How to Become QuickBooks Certified?

Effective Solutions to Quick fix the error: “Scheduled Backups are not working in QuickBooks”

If you want to tackle out this error without any inconvenience then we would recommend you to perform these following troubleshooting strategies:

I: Download and Update QuickBooks Desktop to the latest release.

Update QuickBooks Desktop to resolve QuickBooks Error

Follow the below instructions and quickly get the latest updates of your QuickBooks Desktop application:

  • At first download and run the QuickBooks application software.
  • Go to the Help menu and select Update QuickBooks Desktop in order to update it.
  • Now go to the Update Now tab and choose Reset Update box for clearing the past updates.
  • Hit on the Get Updates to begin the downloading and the download process will start.
  • Restart the QuickBooks software after the download process is over.
  • Hit the Yes button when asked to install the new update that appears on your screen. 

II: Run QuickBooks Verify and Rebuild Data Utility

  • Rebuild Data Utility Tool is an inbuilt tool of QuickBooks that is used to verify the integrity of company files and data that are saved in the QuickBooks. This tool has the biggest advantage that while running this tool if any destruction occurs to the application, it automatically repairs that destruction.
  • Steps to run QuickBooks Verify and Rebuild Data Utility to resolve Scheduled Backups are not working in QuickBooks.
  • Begin the procedure by Opening with QuickBooks Desktop, now under the file menu, Choose Utilities option to resolve the QuickBooks scheduled Backup error.
  • Choose to click the verify Data option from the drop-down list.
  • Next, move ahead to select this option QuickBooks scan all the company files and data, and try to fetch out damage.
  • Once the scanning is complete, you may see a dialogue box will display stating that “Your Data has Lost Integrity” then close this message, click on the file tab again.
  • Again, move forward to select Utilities and this time, under the utility section, Select Rebuild Data tool.
  • Now click on the backup company data popup window that appears to get a backup of your data on your desktop, Hit the OK tab.
  • Now, the Allow the Rebuild Data Utility tool to repair your company file but for this you may have to wait for a while where it will repair all the damage in your company file. The QuickBooks application may seem to be stuck, but if you are able to move your cursor on the screen, then this tool is working.
  • Finally Hit the OK button once the process is complete.
  • If the “Rebuild has completed” message appears on the screen then Hit the OK tab and once again try to schedule the automatic backups.
Rebuild Data File in QuickBooks

Also see: How to Open QBW File Without Using QuickBooks?

III: Checking out the Scheduled Backup Settings in QuickBooks

  • At first open the QuickBooks and Choose File menu, Now Select Save Copy or Backup windows to open the workflow.
  • Go for the Backup option and hit the NEXT button.
  • If you haven’t set up the backup defaults, then click on Options to set the backup defaults (where you want to keep your local backup), Hit on the Next tab.
  • After that choose Change Location option or Use this location (as per your choice)
  • Click on the Next tab.
  • Then hit the Save it now and schedule future backups options or only schedule future backups. And again, click on Next tab. 
  • Now select ‘Save backup copy automatically when I close my company file every (number) times’ box.
  • At last fill the number in the field provided and click Finish button. 
creating local backups in quickbooks

IV: Run QuickBooks in Compatibility Mode for Your Version of Windows

  • Begin the process by Opening the system and right-click on the QuickBooks icon on the desktop and then click on properties tab.
  • Look for the Compatibility tab and check and tick mark the “Run this program in compatibility mode” option.
  • Now select your Windows version by clicking on the drop-down list.
  • Simply, click on Apply and then hit the OK tab.
  • Now, check if the problem still persists, hopefully, it’s not there.
checking windows version

IMPORTANT NOTE: Before running QuickBooks in Compatibility mode first you need to check the version of windows. So, to check the version of your Windows, press Windows + R at the same time on your keyboard, type Winver command in the Run box, and press Enter. This will show a popup with your windows version-related information. With the help of this process, it will make QuickBooks suitable to run for your Windows.
Even After performing all the above solutions, if in case QuickBooks automatic backup is still not working then you would want to reinstall the QuickBooks Desktop application using the QuickBooks Clean Install Tool.

Winding Up!

So, now we hope that you got to know what to do whenever the ‘QuickBooks Scheduled Backup not working’ issue occurs on your system. Also, all the above-mentioned solutions are quite informative and this article has a complete guide for resolving this error. But if in case your issue is still not resolved after following the above solutions, we advise you to reach out to an expert at QuickBooks error support center by simply dialing our helpline Number +1-844-405-0907 and they can provide you further assistance.  

See more Helpful Articles to read:

How to use GoPayment with QuickBooks Point of Sale?

Using Accounting Tools in QuickBooks Desktop Enterprise?

How to Fix QuickBooks Error Codes 3000, 3140, 3120, 3170 and 3180?

Buy QuickBooks Today!

contact our male customer

Buy the all-new QuickBooks today!

Connect With QuickBooks Experts

Dial our toll-free number


    Buy the all-new QuickBooks Today!

    Get instant help, advice & answers from our certified CPA's, Accountants and Pro Advisors. Speak to one of our QuickBooks Pro advisor over the phone and place your order. Just submit your details and we’ll be in touch shortly.

    This will close in 0 seconds

    Looking for QuickBooks Help?

    This will close in 0 seconds