Account Management
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We are now using quickbooks to send out various sales/purchase forms, we also have multiple users, but they are all sent from our generic e-mail address, we need these forms to go from specific users email address's, how do we do this?
Hello All I was given access temporarily to a client's data before formally being provided with the accountants access which is still to happen. I accessed QB Online (I thought this was the product they had) and could only see a dashboard with zero activity in each tile. QB was also hanging badly and wondered if it was some kind out outage?! There was no sidebar with the various ledgers and report options etc. It was blank.Anyway, support asked me to clear cache etc or try a different browser (although it was fine the day before with a different client - could this actually be the issue??). I was unable to do this at that time as the client was gone. Some time later they texted a screengrab of the APP that they use!! Does the app speak to online version or should I be accessing on the app rather than online via QB website?? Or could it be that I have chosen, say, Online rather than Self-Employed (what error would this show??).Is this the reason I am having an issue or is
I recently started using Quickbook.Previously, I have been using excel and I assign each client with a Client Code. Example AT89780.I would like to import these codes into Quickbook. But in the templates, there isn't any option to add it. Is there any way to do that via the import?Also, I would like to add "Tag", e.g. "Important client" and I would like to add "referral", how do I do that?
How do I cancel my duplicate account, I had problems when Yorkshire in Business stopped using QuickBooks and tried to set up again, I am now paying twice though I only use my original account.
i have done everything exactly the same as all others but the email gets bounced back. i have tried 3 email addresses. checked all settings and even the help function chat cant help
There is no option to create an invoice, view invoices, view customers, view products
I need to resubscribe. However, I need to do it online and not via google play! I need to add another user too to my QuickBooks account. I would be grateful for help
We're just getting our QBO system set up. We may have multiple contacts at a single customer. For example, we may have done three projects and had a different contact person for each project, plus an accounts contact for invoicing. We don't want to create a Customer for each contact; we want to be able to see all of the contacts (and projects) appear under a single Customer. Is the best way to do this by making each contact a Sub-customer? TIA
I opened a quickbooks accountant by mistake - and i want to totally sever all connections to quickbooks and emails from them. ideas?
Why am I getting an email stating my trial period is ending if I never commenced a trial period? I started and paid for a subscription straight away.
I pay this clients QBO sub through my wholesale billing. The business has closed and they no longer need my services, so I want to cancel their subscription. But I seem to only have the option to transfer it to them? They do not want to continue to pay a subscription. I am sure you used to be able to cancel - where has it gone?!
My colleague does not have the "Edit client" button when she goes into new licences on our client list. What is set up incorrectly and how do I put it right?
Client runs a management company for holiday lets and will buy items for the homes and then charge the cost back to the owner. Accountant has said that this would make things too complicated to use QuickBooks. How would we record these and is there a way of easily recording each transaction under the different house so we can pull the expenses off for each house when invoicing?
Hi there,I'm hoping someone can help me as this is my first time using QuickBooks and it hasn't been a smooth journey so far. Despite the chat facilities supposedly being open, I can't select the option or leave a message for a later time, so I'm turning to the community for assistance. My main issue is that QuickBooks is using the wrong email for my invoices. It's not the email I signed up with, nor the email I updated my account with, but my personal (non-business) email linked to my PayPal account, which I used for the first payment. I've now changed the payment method, but there's still no way for me to update my email. It's very frustrating. I've tried creating a new invoice since making these updates, but it still won't budge. Additionally, it's showing the wrong address on my invoice. I've changed it in all the appropriate places, but it still won't update on my invoice. These seem like simple updates to make, but they are proving impossible for me. I w
I do not run this business. I wish to cancel my account
we have 3 companies, he can accept and look at 2 but the 3rd is saying incorrect link even though QB sent it to him
I can't see delete option for my saved credit card for my subscriptions. How can I delete unused credit card on my saved cards?
