How to Reverse a Fixed Asset Disposal in Dynamics NAV 2017

Microsoft Dynamics NAV supports MULTIPLE Depreciation Books int he Fixed Asset Module. Each depreciation Book can be configured to post to the GL for various types of Transactions such as Acquisition, Disposal, Depreciation and others. IF the Depreciation Book in NAV is configured to use the General Ledger Interface, as indicated below, you must use […]

How to configure your Chart of Account in QuickBooks 2017, 2016, 2015

QuickBooks Chart of Account setup can be configured in a number of ways. However, please be aware of the following restrictions in QuickBooks with regards to the COA in the General Ledger. The Account number is ALPHA-NUMERIC but cannot exceed 7 characters The Account TYPES are hard coded and the types cannot be changed Account […]

How to default QuickBooks 2015 2016 2017 to non-billable Transactions in Time & Expense Entry

QuickBooks, by default, will mark all Time and Expense entries are billable, which is the proper setting for Job Costing module configuration for Time & Materials contracts. However, if your company does fixed priced contracts or percentage completion billing, this setting is not optimal. To change, select the PREFERENCE settings and the TIME & EXPENSE […]

How to configure Windows Servers and QB Database for QuickBooks Enterprise

QuickBooks is famous for showing various errors during attempts from a workstation to connect to the Server, which stores the company data file. Some of these errors are Error 6001 among others. The first thing that you need to check, is that the QB Database Service itself is running properly on the Server or the […]

How to close prior months in QuickBooks

One of the most powerful and popular features in QuickBooks is the ability to modify & delete existing transactions, as well as create new transactions at any time. Although this functionality is very attractive to most regular users, Accountants are typically worried about it. To mitigate any issues with your Accountant, who would not like any […]

How to switch Companies and User Roles in Dynamics NAV

In order to switch Companies or a User Profile in Microsoft Dynamics NAV, you must use either the Windows PC Client or the Browser-based Web Client. Although the user interface is slightly different, the process is essentially the same. In the web-client , please select the AVATAR icon in the top right-hand side of the […]

Comparative Analysis between Dynamics 365 Business Edition and Dynamics NAV 2017

Dynamics 365 for Financials and Dynamics NAV are business management solutions for small and mid-sized organizations that automate and streamline business processes and help you manage your business. Microsoft Dynamics NAV and Dynamics 365 for Financials are very similar products. The Dynamics 365 for Financials was earlier known as “Project Madeira”. These two solutions aren’t […]

Comparative Analysis of Intuit QuickBooks Enterprise 2017 to Microsoft Dynamics NAV 2017

As CBR Technology Corporation is a certified and authorized Partner for both the Intuit QuickBooks Enterprise and the Microsoft Dynamics NAV solution, we are often asked what exactly the differences between the solutions are. This article is meant to shed some light on this comparison. The system functionalities are often difficult to evaluate as to the […]

Errors during a QuickBooks Updates in a Multi-User Environment

From time to time, and usually UN-ANNOUNCED, Intuit will issue new Service RELEASES for their QuickBooks Desktop products. Unfortunately, these Services updates can cause HAVOC in a multi-user environment when the installation of these updates is not coordinated. IF you are in a multi-user Environment, make sure to always say NO to the Service update […]

How to handle 1099’s in QuickBooks 2017

To properly handle 1099-MISC transactions in QuickBooks, you must complete a couple of setup steps. In the Company PREFERENCES you must activate the tracking of 1099 in general. To navigate here, please select EDIT – PREFERENCE – TAX Settings in SINGLE USER mode and you will see the following: This function will activate the 1099-MISC tracking […]