Getting Started

Ask the QuickBooks Online Accountant   Meet Lauren, a QuickBooks Online certified accountant who runs a family practice in South Africa founded 18 years ago, Rae and Associates.   “I have been in the accounting industry for more than 14 years, with a specific focus on bookkeeping services and Cloud accounting implementation and sales. I am extremely passionate about helping SME’s and owner managed businesses so we can relieve their financial pressures and let them focus on their businesses. I am very client experience focused and have a hands-on approach with all our projects. Some fun facts, I devour books at an alarming rate so my kindle is my best friend. I have a crazy, loud and fun family, thank goodness we all like each other as we work together every day. I love being a mom to a firecracker 11 yr old daughter. I'm obsessed with animals so I have a mini zoo at home and have a sort of Dr Do-little vibe going on around me. “   As a small business owner using QuickBo

What’s New in QuickBooks Online Ireland   Stay in the know about what’s new in QuickBooks Online. We're here to share the latest and greatest developments personalised for our Irish QuickBooks customers. Discover the latest features designed to make QuickBooks work even harder for you.      One Intuit Account Manager for QuickBooks Online Accountant   You can now manage your subscription billing info and details about your firm right from QuickBooks Online Accountant. Learn how to review your client billing and discount plans and review changes.    What’s New in Community   Keep up to date with the latest and greatest in Community with our new, updated, or improved help articles.   Delete your Data and Start over in QuickBooks Online    Have you been using QuickBooks for less than 90 days and need to start fresh with a new QuickBooks Online company? We are here to help you delete your data and reset.   Quick-Tip:  If you

                What’s New in QBO Ireland- Series 4 2022   Stay in the know about what’s new in QuickBooks Online. We're  here to share the latest and greatest developments personalised for our QuickBooks Ireland customers. Discover the latest features designed to make QuickBooks work even harder for you.    New look navigation menu  Introducing the new look navigation menu. We’ve made it easier to find what matters most to you and give you quick access to your day-to-day tasks like invoicing, banking, and more. We'll show you what tasks you can do in each menu tab, and how you can customise the menu to best meet your business needs. We can also show you how to switch between Business and Accountant view.   Add a Stamp, Signatures, or QR Code to invoices  Save time by adding a stamp, signature, or QR Code directly to your invoice template. Here's the steps to add this feature to your next invoice so you ca

  Quick-Look FAQ Ireland - Ask The Accountant    Meet Clive Hand, a QuickBooks Accountant from Bluestone Accounting in Ireland. Clive is full of localised, expert product knowledge and is here to answer your top-of-mind accounting questions. As a small business owner using QuickBooks Online, an accountant can be the perfect pairing to make sure your books stay clean and up-to-date.   1. What are the biggest benefits of moving from QuickBooks Desktop to QuickBooks Online?   I think the biggest benefits of moving to QuickBooks online is the ability to build an ecosystem of apps that work with QuickBooks Online to increase your level of productivity and efficiencies for your the practise or bookkeeper but also for the business owners. Digital transformation is the new buzzword for 2022 so by moving to QuickBooks Online, it makes it possible for even micro-businesses to lean on technology and software and have QuickBooks Online at the centre of this transformation

Quick-Looks FAQ: Multicurrency   Multicurrency is a feature available within QuickBooks Online Plus and QuickBooks Online Essentials. This feature tracks your foreign currency transactions including any exchange gains or losses you might incur.   How does Multicurrency work?    If you have transactions in different currencies, QuickBooks' Multicurrency feature helps you record them easily without worrying about exchange rate conversions.   Quick-Tip: Once you turn the multicurrency feature on you cannot turn it off again, so be absolutely sure you want to turn it on. Check with your accountant if you are not sure.    How do I add transactions in a foreign currency?   After you have turned on Multicurrency and have connected banks that use foreign currencies, you can add transactions into QuickBooks Online.    How do I assign a foreign currency to a customer?   QuickBooks Online makes it easy to assign a foreign currency to your cu

  Quick-Look FAQ: Stock Management   Learn how to set up, track and manage your stock in QuickBooks Online Plus.    How do I set up and track my stock?   QuickBooks Online makes it easy to manage and track your stock. Track what you have on hand, get alerts when it’s time to restock and see insights on what you buy and sell. You can also enter non-inventory products and services so you can quickly add them to your sales forms. We’re here to help you get it all set up so you can get back to business.    Quick-Tip: Inventory tracking is only available in QuickBooks Online Plus. If you don’t have Plus, upgrade your QuickBooks plan to start tracking your inventory.    How do I add new stock items?   You can add everything you buy and sell into QuickBooks. QuickBooks will then update the quantity on hand for you.  Learn how to add your inventory products in QuickBooks Online Plus.   Quick-Tip: If you are a

Ireland Quick-Look FAQ: Autumn 2021 We want you to be able to get the help you need when you need it so that you can get back to business. That’s why we’ve put together a list of FAQs from our Irish customers that answer your most asked questions from the last quarter.    How do I  set up multiple VAT agencies? This is especially important with the intro of the OSS scheme for e-commerce businesses that sell to other EU countries. First, you will need to follow the steps to set up VAT in your QuickBooks account. To set up multiple VAT agencies, you will need to create a custom tax agency.  To view your new VAT agency, click on the drop-down arrow next to the current VAT agency or click the arrow on the right side of the Taxes dashboard.    Quick-tip: If you change between cash and accrual VAT, we recommend that you switch methods after a filed period has been submitted. Once you select Save, QuickBooks will change the accounting scheme from that day onward

What’s new in QuickBooks Online Accountant Ireland - Autumn  2021 We know it is important to stay in the know about what’s new in QuickBooks Online. That’s why we are here to share the latest and greatest developments personalised for our Ireland customers. We update this seasonally, so be sure to check back so you can hear it here first.    QuickBooks Online Accountant App Store In May, we introduced QuickBooks Online AppStore with a selected list of apps for our  SMB customers. We know that accountants also want to add apps to their client's QuickBooks files to drive efficiencies, that's why we introduced AppStore for QuickBooks Online Accountant users. Now, Accountant users will be able to add and manage apps for their clients and for their own firm. Accountants will be able to: Add all available apps to their firm Manage apps added to their firm Manage apps they added to their client's file View apps their clients added To see your new app store and th

  Quickbooks Real Business Story: Amy   Meet Amy, a local Wedding Photographer in Ireland. When the world changed, Amy decided to adapt her business and mix her passion for animals with her work. Through the launch of her company, Rubizoo, Amy became the world's first-ever virtual pet photographer. QuickBooks made the transition simple, by providing Amy with up-to-date details of her cash flow.    We know that your time is valuable, and having the right software to rely on is important to be able to get back to business. Small business owners like Amy, want to be able to get there quicker by building a successful business in an ever-changing world.    No matter where you’re taking your business, get there quicker with QuickBooks

Welcome to the Irish QuickBooks Community find the help you need and connect with other QuickBooks users around the world to learn more about QuickBooks and share knowledge with QuickBooks users all over the world.   Whether you’re a small business owner with big business dreams, or a bookkeeper or advisor trying to help your clients grow, we understand that a little help can go a long way. We also know that there’s a lot of conflicting information out there, which can be overwhelming and confusing.    That’s where we come in. We want to help you avoid information overload by quickly leading you to the answers you need.    Search for Answers or Ask Questions   Our Help Articles and Global Q&A Boards are full of experts and other small business owners who are always discussing how to get the most out of QuickBooks. Here’s how you can browse the topics or join in a conversation:   You can use the Search Bar on

Ready to get started with QuickBooks Online? This walkthrough guides you through the process. You'll learn how to: Sign up for QuickBooks Online Set up your company file Link your bank and credit card accounts Import your lists Customise your invoices Set up VAT Manage users Tip: Check out this video to help get you started with QuickBooks Online.  Sign up for QuickBooks Online You can access QuickBooks Online anywhere you have an internet connection, from your computer or mobile device. It's always up-to-date and it only takes a few minutes to create an account and get up and running. To choose your QuickBooks Online subscription, view our available pricing plans. If you need to upgrade or downgrade your subscription later, you can—you're not under contract. Tip: Review our system requirements before you start to make sure you have what you need for the best QuickBooks experience. If you already have an account with Intuit

Welcome to QuickBooks Online! When you first sign in to your QuickBooks Online account, you'll be directed to the homepage dashboard. Your dashboard displays an overview of your company, giving you a quick business update (like the status of your income and expenses, your bank accounts, and more). Note: If you're a new user, your dashboard won't have any data. But once you enter transactions, the dashboard updates, displaying a real-time overview of your company finances. Get to know your Home DashboardThe QuickBooks dashboard includes two different tabs: Get things done (Take me there) and Business overview. These tabs focus on your main reasons for using QuickBooks Online to help speed up the work. We’ve sorted critical actions such as set up, get things done, and explore how my business is doing, into different pages to help minimise information overload and make set up a breeze. Get things doneCreate an invoice, review banking transactions or record a bill on the fly with

You don't need an accounting degree to do your bookkeeping in QuickBooks. However, it's good to know the basics. Use this glossary to learn more about what goes on behind the scenes in QuickBooks. A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z A Accrual method accounting If you use the accrual method, your business reports income and expenses for completed and pending transactions. That means you also report transactions in accounts payable (A/P) and accounts receivable (A/R). If you use the accrual method in QuickBooks, completed and pending transactions show up on financial reports. You see customer transactions even if you haven't been paid and bills you haven't paid yet. The accrual method gives you a complete view of your finances since you track current and future transactions. However, keep an eye on what you actually have in the bank. Since you also count unpaid transactions as income, it may seem like you h

Learn how to use classes to track income, expenses, or profitability by business segment. You can do this in QuickBooks Online Plus. Get specific insights you need to plan ahead. Use classes to track your transactions by departments, product lines, or any other meaningful segments in your business. So when it’s time to run reports, you have a clear picture of each segment’s financial health. Then, you can use this info to set a budget goal for each class. We’ll show you how. Note: Don’t have QuickBooks Plus? It’s easy to upgrade your plan once you’re ready to use class tracking. Step 1: Pick the tool that’s right for you Think about what you want to track and what kind of insights you want to see. Class tracking is a flexible organisational tool. However, QuickBooks also has other features that might be more specific for your tracking and reporting needs: If you do business in multiple locations, you can use location tracking instead. This is a more specific way of tracking your sale

Learn how to create templates for recurring transactions in QuickBooks Online. In QuickBooks Online you can create templates for recurring transactions, like recurring expenses. You can do this for any transaction except bill payments, customer payments, and time activities. We'll show you how to set up and make the most of recurring templates. Create a recurring template from scratch Here's how you can create a new template from scratch: Go to Settings ⚙. Select Recurring transactions. Select New. Select the type of transaction to create, and then select OK. Enter a Template name. Select a Type: Scheduled, Unscheduled, or Reminder. What type should I pick? Type What it does How you control it What you use it for Scheduled Creates a series of transactions according to the schedule you set. If you choose to send them by email once created, they are sent automatically. You can choose

If you collect or pay value-added tax (VAT), sales or service tax, or similar taxes, QuickBooks Online helps you automate your tax tracking. This helps you keep accurate records of the tax that you collect and pay. When you set up VAT, select the month when your current VAT period started and the filing frequency. QuickBooks Online displays the end date of the current period and the balance due for that period on the VAT page. Basic VAT Terminology Here are a few words you'll use a lot if your company collects VAT. Word How it relates to VAT setup VAT agency The government agency that sets the requirements for VAT collection and payment (for example, Revenue). VAT code The identifier that you use on forms to charge VAT. The VAT code is associated with a rate. VAT rate The rate is used to calculate the appropriate VAT for each transaction.Each VAT rate links to a specific box of the VAT return. There