Monday, March 14, 2016

Problem with Multi-Currency

I had a client with 3 companies in different countries but the same line of business so they used the same chart of accounts and items list. I was thinking of setting up one file then just copy and rename the next two so that it will be faster. For the first company based in the Philippines, I turned on the multi currency feature and Philippine peso as the home currency. After completely setting up the first file, I'm now ready to copy and rename the file for the next two companies based in Australia and New Zealand. But when I tried to change the home currency, it wouldn't let me. Now I know that once a home currency is set, it is irreversible. So I ended up creating the other two companies from scratch and just imported the chart of accounts and items list thru IIF. 

Tuesday, March 8, 2016

QuickBooks 2016 System Requirements


Operating systems supported:
o    Windows 8.1, all editions including 64-bit, natively installed 
o    Windows 7, all editions including 64-bit, natively installed 
o    Windows Vista (SP2 or later), all editions including 64-bit, natively installed 
o    Windows Server 2012, Windows Small Business Server 2011, Small Business Server 2008
o    Windows Server 2008 R2, Windows Server 2008, and Windows Server 2003 (SP2)*,including 64-bit, natively installed

Database Servers:
o    Windowsnatively installed & Windows 8, Windows 7 or Vista (SP2) with UAC on, Windows Server 2011, Windows Server 2008 R2, Windows Server 2008, Windows Server 2008 - Terminal Server Config., Windows Server 2003 (SP2)*, and Windows Small Business Server 2008

Note: 
Windows Home Server Edition is not supported.
 
o    Linux: When using QBES Database Server-only installation – OpenSuse 13.1, Fedora 20, Red Hat 6.5
 
Note: Natively installed means it was installed on a particular system or environment that it was designed for. This also means that it doesn't need to run in a virtual environment or emulation software.

·         2.4 GHz processor minimum
·         4 GB RAM minimum, 8GB RAM Recommended
·         Server RAM Requirements:  
·         0-5 Users:     8GB RAM
·         10+ Users:  12GB RAM
·         15+ Users:  16GB RAM
·         20+ Users   20+GB RAM
·         4x CD-ROM drive required for CD installations
·         Display optimized for 1024 x 768 screen resolution or higher with up to 2 Extended monitors
·         Best optimized for Default DPI setting (96 DPI or 100%). Additionally, medium DPI (120 DPI or 110%) is supported to ensure an optimal experience for 110% scaling.
·         Internet access is required
·         Windows:
o    U.S. version
o    Regional Settings are supported when set to English (United States) with keyboard setting to U.S. only
o    Administrator Rights required for the server computer when hosting Multi User Access
o    Natively installed
Note: Natively installed means it was installed on a particular system or environment that it was designed for. This also means that it doesn't need to run in a virtual environment or emulation software. 
·         Disk space requirements:
o    2.5 GB of disk space (additional space required for data files)
o    Additional software: 250 MB for Microsoft .NET 4.0 Runtime, provided on the QuickBooks CD
o    Additional requirements  for Intuit Data Protect in QuickBooks Connected Services offerings
·         Require minimum 2.0 GB Ram
·         Twice the size of the largest File set to back up + 100MB or twice the size to restore. The space is only required from the work folder LocalApplicationData+”Intuit\Intuit Data Protect"

QuickBooks is capable of integrating with hundreds of third-party applications. The following integrations are provided with QuickBooks; additional RAM will enhance the use of these features. See Intuit Marketplace for the most up-to-date list.
·         Microsoft Office:
o    Office 2010 and Office 2013/365 (including Outlook 2010 and Outlook 2013) both on 32 and 64 bit.  (Note:  Office 365 is only supported when it is locally installed, not the web version.)
o    Preparing letters requires Microsoft Word 2013, 2010, or 2007 (32 bit)
o    Exporting reports requires Microsoft Excel 2013, 2010, or 2007.
o    Contact Synchronization with Microsoft Outlook requires Outlook 2013, 2010, or 2007.
o    Synchronization with Outlook requires QuickBooks Contact Sync for Outlook (the download is available at no charge).
Contact Sync does not work with the Microsoft Business Contact Manager Outlook plug-in. If a sync is performed, duplicate records could result  
·         QuickBooks Point of Sale 2014 (V12.0), V11.0 , V10.0
·         Adobe Acrobat Reader: Business Planner functionality and viewing forms requires Adobe Acrobat Reader 5.0 or later.
·         Payroll and other online features and services require Internet access with at least a 56 Kbps connection speed (DSL or cable modem recommended).
·         TurboTax 2016 and 2014 (Personal and Business)
·         Lacerte 2016 and 2014.
·         Pro-Series tax years 2016 and 2014.
·         QuickBooks for Mac 2016.
·         Gmail, Yahoo Email, Windows Mail, Hotmail and AOL.
·         Internet Explorer 11, 10, and 9.

QuickBooks Pro/Premier 2016 and Enterprise 16.0 have been tested with the following firewall and antivirus products.

Note: In some cases, it may be necessary to adjust settings in these products to ensure the best possible performance with QuickBooks.
·         Windows Server Firewall (all editions)
·         Windows 8 and 8.1 Firewall (all editions)
·         Windows 7 Firewall (all editions)
·         Windows Vista Firewall (all editions)
·         Microsoft Security Essentials
·         Avast
·         Windows Defender
·         AVG
·         Symantec
·         ESET
·         Avira
·         Kaspersky
·         McAfee
·         Bitdefender
·         Norton

Note: QuickBooks will work with systems running RAID (Redundant Array of Inexpensive Disks) but this is not recommended because performance issues may cause QuickBooks to operate slowly.