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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

Learn how to track your cash flow in QuickBooks Online. Your cash flow is the amount of money moving in and out of your business and bank account. In QuickBooks Online, you can use different reports and projections to get a clear look at your current and future businesses finances. Here’s what to do. Know where you stand financially Make sure your data is accurate When it comes to cash flow reporting, the first thing to do is make sure your books are accurate. All reports will use your data in QuickBooks, so you want to make sure you have a clean starting point. Make sure you’ve entered all your transactions into QuickBooks. Reconcile your accounts in QuickBooks and make sure they match your real-life bank and credit card statements. If you need help reconciling your account, it’s a good idea to reach out to your accountant. If your reconcile report matches your bank statement, you’re ready to start running reports. If they don’t match, here’s how to fix beginning balance issues in

Get all of the details about the Cash Flow planner. You’ll have greater visibility into your past due invoices with the Cash Flow Planner. Our new machine-learning model predicts when an outstanding invoice may get paid. Allowing you to stay on top of your finances. Get more info on how to use the Cash Flow Planner Note: The Cash Flow planner isn't available for QuickBooks companies that have multi-currency enabled. How does the Cash Flow planner make cash flow forecasts? What data is included? Can I change transactions in the planner? Will changes impact my books? Can I download my Cash Flow report? Can I change events in the planner? Will changes impact my books? Do events in the planner affect my eligibility for QuickBooks Capital? How does the Cash Flow planner make cash flow forecasts? What data is included? The cash flow planner gets data from several sources to get a representative view of your business' cash flow. Future-looking data in the planner may include: Any unp

Learn more about error -81624 and why you may not be able to complete the card payment process for your QuickBooks Online subscription. What is Error 81624? The error -81624 is a result of the bank blocking or failing to authorise or validate a payment transaction related to QuickBooks. If you can’t pay for your QuickBooks Online subscription because of error -81624, don’t worry we have a few things you can do to help resolve this. What can you do to fix error 81624? Clear your cache and cookies or try update your payment details using a private browser. Make sure all your card billing information is correct and up to date. Make sure that the billing address in your QuickBooks company file matches the address on your card. Make sure your contact number is formatted correctly, using the +area code.  Make sure there are no special characters or symbols (such as @ or *) in your billing address. Special characters will cause errors. Try to pay later. The system or connection ma

Need a breakdown of your sales or contributions? Create and memorise a customised report that has the subtotal for each customer, donor, or member, and the total amount at the bottom. REMINDER: The words customer, donor, and member will be used interchangeably in this article. To generate the report: Go to Business overview and select Reports (Take me there). Search for and open the Transaction Detail by Account report. Select Customise. Choose the Report period and set the Accounting method to Cash. From the Group by dropdown menu, select Customer, Donor, Member or equivalent.Note: You can remove unwanted fields by selecting Change columns. Select Filter and set the Distribution Account to All Income Accounts. Select Run report. You can export the report to Excel and add a page break between each customer if you want to get each customer's total on a separate page. For steps on adding line breaks, please see the help options in Excel.

Learn how to request to be the primary admin or contact for a QuickBooks account. If the primary admin is unavailable to transfer the role to you, it’s okay. Even if they’re not around or can’t make the change on their own, you can send a request to our account protection team. Here's what to do. Step 1: Gather documents for your request To protect your account and data, we need documentation to verify that you have rightful ownership or access privileges for the account. The business type and ownership determines which documents we need to verify and assign a new primary admin or contact. Review the following section to find out what you need to provide. What type of business is this? Sole proprietorship Who owns the business? Documents required I'm the owner. You’ll need to provide: Your photo ID (drivers license, government-issued ID, or passport). Your business license. I own no part of this bu

We are committed to making smart, simple accounting software for our customers, however we recognise that we may not always meet your expectations. We are here to listen and work with you in resolving your complaint. The feedback on your experience helps us understand where we can improve. How to raise a complaint Step 1: We want to hear from you Tell us about your concern and allow one of our Global Customer Service team the opportunity to assist you in resolving any concerns you may have. We have trained experts ready to support you with your concern who will ensure to assist you. Make sure to provide as much detail as you can to help us to look into your issue.  Learn more about how to contact support. Step 2: Let us review your complaint  If you're not satisfied with the response provided by us after speaking with our experts you can refer the complaint to our escalation team within Intuit’s Global Customer Success. You will need your company ID and case number and they

                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

The latest QuickBooks Online navigation gives you quick access to your day-to-day tasks like invoicing, banking, and more. This condensed experience uses the terms and concepts that you use to run your business. 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. Overview of the navigation menu Get things done is the starting point for the basic tasks at the core of your business. This includes linking bank accounts, creating invoices, categorising transactions and tracking receipts. Business overview groups cash flow, reports, and projects to help you organise finances with a clear view of profits. Get paid & pay has your sales and expense actions. Send invoices, pay suppliers and monitor your money and when it’s in the bank. Customers & leads is where you set up and track customers, and market to customers with access to Mailchimp. Employees is where you manage employees and contractors. Bookkeeping help

Find out how to filter a balance sheet by class or location in QuickBooks Online. Before you run your balance sheet report by class or location, it's good to know which part of the transaction QuickBooks gets the data from. This will help you determine the accuracy of your report. We'll explain to you how. Header and detail Every transaction is separated into 2: the header and the detail. For example:  Transaction Type  Header Detail  Cheque  Bank account Expense item (or any other item you choose)  Invoice  Accounts receivable Income (or any account) linked to the product/service Depending on the type of report you run, QuickBooks uses info from the headers or details. For example, the balance sheet uses data from headers, while profit and loss uses data from the details. If you assign classes and locations to your transactions, you can customise your balance sheet and profit and loss to show data for a s

QuickBooks Online currently does not have the functionality to use sub-accounts for suppliers. As a workaround, we recommend that you use the account numbers of similar suppliers. Using the supplier's account number will group your suppliers list for easy reference. For example, you have three ATT accounts with different account numbers, you can setup the supplier names as follows: ATT #3245 ATT #4567 ATT #7765 If you need a total balance amount for the suppliers, you can customise the Supplier Balance Detail report. Go to Reports (Take me there). Select Supplier Balance Detail. Note: Type in Supplier Balance Detail in the search bar to pull up the report. Select Customise. Set the appropriate Report period range and then select Filter. Select Supplier and choose the suppliers that you want to include in the report. Select Run report. This report will give you the balances for every sub-suppliers, and its total at the bottom. Select Save customisation at the top to

Learn how to assign a class to a shipping charge. Seeing charges show up as "Not Specified" on reports, or looking for a way to classify them? No problem. You just need to create a product/service item for shipping charges. Here's how. Before you get started There are two things to remember before you get started. If you are going to use shipping charge as a Product/Service line item leave the Shipping to field blank. If you leave the Shipping to field blank, it won't appear on invoices emailed or printed. Assign a class Here's how to assign a class to a shipping charge. Make sure that the Class Tracking preference is turned on before you perform the following steps. (When you turn on class tracking, if you assign one class per transaction, there's no need to also assign a class to the Shipping service item. The class you selected for the transaction will also apply to that Shipping item.) Go to Bookkeeping, select Transactions, then select All Sales (Take me there)

Learn how to check your stock to always have an accurate count. You keep a certain amount of products in your stock to sell to customers. The amount currently in stock is called the quantity on hand. When you sell out of a product, the quantity on hand is zero. And if the quantity on hand is less than zero, you have negative stock. In QuickBooks Online, you can accidentally oversell products. Before ordering more products, review the quantity on hand in your stock. Once you know the count is accurate, you can order more. Learn what causes negative stock You simply sell more products than you actually had. You didn't enter all of your purchase orders into QuickBooks. You miscounted your stock take so the quantity in QuickBooks is different. The quantity you got from your supplier didn't match the purchase order in QuickBooks. This can cause a miscount. You didn't convert your purchase orders to bills. QuickBooks only counts items as stock after you create a bill.

Learn about how to use the parent billing option on your invoices. When you create a sub-customer, you can choose the option to “bill with parent”.  This option allows you to enter charges for a parent customer and a sub-customer and have both charges appear on the same invoice. Note: If you’re using a delayed charge, and you go to invoice and select the sub-customer name, the sub-customer billing information will be displayed. This allows you to bill the sub-customer separately if you need to. Get both customer and sub-customer charges to appear on the same invoice To get both parent customer and sub-customer charges to appear on the same invoice, you’ll need to create delayed charges for both customers, then add the charges to the invoice. To do this: Create a delayed charge: Select + New. Select Delayed charge. Enter the charges you want for the parent customer. Select Save and close. Repeat the Create a delayed charge steps 1-4 for the sub-customer. Select charges you w

  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

What’s New in QBO Ireland- Series 3 2022   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 Irish Customers.    Run a Return of Trading Details (RTD) report Return  Trading Details (RTD) report in is now live for our QuickBooks Online customers that are using Mixed Mode accounting All Irish businesses registered for VAT must file a Return of Trading Details (RTD) on an annual basis, following the end of their respective accounting period. The RTD is a summary of supplies of goods and services, imports and purchases giving rise to deductible input VAT at the various VAT rates. The return includes all Irish, intra-EU, and overseas trades carried out by Irish businesses. We are here to get you set up with RTD Reporting and teach you more about Mixed Mode Accounting in Quickbooks Online. Quick-Tip: You must file the annual return within 23 days of

If you or your employees enter billable time into QuickBooks, we’ll show you how to set up your account to automatically create invoices from any unbilled time and notify you that the invoice was made.Note: Auto-invoicing for unbilled activities is available only in QuickBooks Online Essentials and Plus. Enable automatic invoicing for unbilled time activities Here's how to turn on the automatic invoicing feature: Go to Settings ⚙ and select Accounts and settings. Select Advanced, then select the Edit ✎ icon in the Automation section. Select Automatically invoice unbilled activity. This will display a set of options. Set your preferred invoicing schedule, and choose how you want to be notified every time. After adjusting your settings, select Save. Note: QuickBooks Online auto-generates the invoices overnight. Depending on your setup, notifications will appear in the Activity feed on your Home page. To view auto-created invoices from the Audit Log: Go to Sett

There are a few reasons why you might see one company listed repeatedly when signing into QuickBooks Online (QBO) or QuickBooks Online Accountant (QBOA). One sign in is being used by multiple users A quick way to tell if multiple users are using the same sign-in is to check the list of companies in the User Name column. Each name should show at least a one character difference. If there is a duplicate of the same user then you will want to delete it: Go to Settings  ⚙ and select Manage users. Select the dropdown for the unwanted user name, and then select Delete. If there's another user set up under your user ID, you can set up a separate and unique User ID/password for them: For QuickBooks Online Accountant: Sign in to QuickBooks Online account. Select the profile icon, and then select Manage your Intuit Account. Select Sign in & security. Select the User ID row. Enter the new User ID and current password, and then select Save. Select the Email addre

Learn more about each view and how to switch between them. In QuickBooks Online, there are two user views: Business view and Accountant view. You can switch between them anytime. Changing views doesn't affect your accounts or data. If you’re brand new to accounting, we recommend using business view. It simplifies your workspace so day-to-day tasks like sales and billing are easier. This lets you do your accounting without learning complicated accounting terms or processes. If you have accounting experience or want complete control over features, use accountant view. It uses standard accounting language. If you've used QuickBooks Online for a while, accountant view is most likely what you're used to seeing. Learn about Business and Accountant view We recommend Business view if you're brand new to accounting. It simplifies your workspace, so day-to-day tasks like sales and billing are easier. This lets you do your accounting without learning complicated steps or processes. If

In this article, you will learn more about your subscription rates and charges. Subscription rates and charges If you have a question regarding a subscription charge from Intuit or QuickBooks Online, start by reviewing detailed information on your subscription rates in QuickBooks Online: Go to Settings ⚙, then select Account and settings. Select Billing & subscription. The description on your bank/credit card statement can also help identify where a charge is originating from. Frequently asked questions Here are answers to some questions you may have about your subscription rates and charges. Why does my rate seem higher than expected? Possible reasons include: It could be that VAT is added to the base subscription price. You had promotional discounts that have expired, so you are now being billed the regular price for your subscription. You recently upgraded from Simple Start to Essentials, or from Essentials to Plus. Why did

Find out how to set up and record in-kind donations in QuickBooks Online. In-kind contributions represent services or assets (other than cash) that have been donated to an organisation.  Examples may be printing, office supplies, furniture, leased space, or professional services. Note: You should check with your accountant to see if a donation should be recorded in your books as an in-kind donation. Set up in-kind donations To record an in-kind donation, you should set up an income and clearing account for charitable contributions, and create a product or service item for the donations. Step 1: Check to see if you already have an in-kind donations account To avoid creating duplicates, make sure you don’t already have a non-profit account to track in-kind donations. Go to Settings ⚙ and select Chart of accounts. In the Filter by name field, search for "In-kind donations". If you find an account named "In-kind donations”, then your chart of accounts is already set up. No ne

Make it easy for your customers to know how many transactions they've done with you. You can have those numbers show up on the sales forms you email and print to them. Here's how to show transaction numbers on sales forms: Go to Settings ⚙ and select Custom Form Styles. Find the template you want to customise, then select Edit in the Action column. Select the Content tab. Select the Header section of the form preview and then select Form numbers checkbox. (Optional) If you want to edit transaction numbers directly on sales forms, select Use custom transaction numbers checkbox. Select Done. Now you're able to show transaction numbers on sales forms you print for or email to customers.

Putting your QuickBooks Online accounting data to work with Mailchimp’s marketing tools can increase the impact of your marketing campaigns, speed up your sales, and accelerate your business growth.  Once synced, you can use your QuickBooks data to segment your audience in Mailchimp and create custom messaging to get new customers or re-engage with existing ones. The free Mailchimp integration can be accessed through the new Customers and leads > Marketing tab within the left-hand navigation bar of QuickBooks Online. If you do not have a Mailchimp account, you will need to sign up to take advantage of the service. Once you have an account, we’ll show you how to connect QuickBooks Online and Mailchimp, review your new contacts imported from QuickBooks, and go over what you can do after the integration is set up. We’ll also show you how to disconnect QuickBooks and Mailchimp, if you need to. Step 1: Understand the QuickBooks Online and Mailchimp integration When you set up the Qu

Learn how to export customer information from QuickBooks Online to Excel. There are two ways to export your customer information to Excel. The first is from the Customers page, and the other is from the Reports page. Each method will result in a different result, and will affect the information you can export to Excel. Export customer data from the Customers page If you export from the Customer page, you'll be able to export information like Customer, Company, Address, Phone number, Email Address, Attachment, Open Balance, and Notes. Go to Get paid & pay and select Customers (Take me there). Select the Export to Excel icon next to the Print icon. Export customer data from the Reports page If you export from the Reports page, you can customise the customer information you want to export to Excel. This is more advantageous if you’re looking for something more specific or want the capability to customise information. Go to Business overview and select Reports (Take me ther