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Learn how to make changes to a stock quantity adjustment you made in QuickBooks Online Plus. Instead of creating a new stock quantity adjustment, you can just edit an existing one. You can also update the stock items or add new ones when needed. Here’s how: Select the Search icon. Select Advanced Search. From the All Transactions ▼ dropdown, select Stock Quantity Adjustment. Select the appropriate filters from the ▼ dropdown menus, then select Search. Select the adjustment you want to change. Change the Adjustment date and the Stock adjustment account if necessary. To add stock items, enter the details in the New adjustments section. To make changes to the previous adjustment, edit the details in the Previous adjustments section. (Optional) Enter a note why you edited the adjustment in the Memo field. Select Save and close.

Learn how to manage clients who are part of your QuickBooks Online Accountant discount plan and review charges. You can add clients to your accountant firm to get discounted rates on QuickBooks. Want to see how much your firm spends on QuickBooks Online discounts? Need to know which clients are already part of your discount plan? Here's how to review your client billing and discount plans. Caution: If you are not the primary admin with complete access, you will only see the clients which are assigned to you. Here is how to modify an employee access. Remember that making a customer inactive doesn't cancel their subscription. It also doesn't remove them from your QuickBooks Online Accountant discount plan (steps below). If you want to remove a client from your QuickBooks Accountant account, follow this article. In QuickBooks Online Accountant, go to Settings ⚙ and then Billing and subscriptions. Select the Billing details tab. Review your current

Learn how to record payments you make to your credit cards in QuickBooks Online. QuickBooks Online allows you to record credit card payments in multiple ways so you can keep track of your expenses and maintain accurate financial reports. In this article, we'll show you how. Pay down a credit card This is the main way to record your credit card payments in QuickBooks. Select + New. Under Money Out (if you’re in Business view), or Other (if you’re in Accountant view), select Pay down credit card. Select the credit card you made the payment to. Enter the payment amount. Enter the date of the payment. Select the bank account you paid the credit card with. If you made a payment with a cheque, select I made a payment with a cheque. In the Cheque no. field, enter the cheque number, or if you paid electronically, enter the EFT number. If you want to add notes or file attachments, select Memo and Attachments and follow the instructions on the screen. Select Save and Close. Alternativ

This article defines an invoice, sales receipt, bill, and statement so you can properly enter these transactions in QuickBooks Online.   What is an invoice? An invoice is for when you want to collect funds from your customers. It is a transaction you create to receive money from your customers. It is a transaction you send to your customers who haven't paid yet when specific work items or goods/services sold are completed or fulfilled. It is an individual sales transaction that can partially comprise a statement of your customer's account. What is a sales receipt? A sales receipt is used for goods/services rendered at the time of a purchase (sometimes referred to as a "point of sale" purchase), or if your customers give you immediate payment. What is a bill? A bill is used to describe transactions that are owed to suppliers. It is an invoice your suppliers send to collect money from you. It is an invoice that you need to enter as a bill that they expect you, as their custo

You can add a QuickBooks Online shortcut icon to your desktop screen in just a few clicks. These steps will work for all browsers, whether you’re using a Windows computer or a Mac (OS X). To add a QuickBooks Online shortcut to your desktop screen Close or minimise any open windows until you can see the desktop screen. Open the browser you normally use QuickBooks Online with, but make sure it is windowed such that you can still see the desktop screen behind it. Sign in to your QuickBooks Online account. On the address bar, you will see a QuickBooks icon right beside the website address. Drag and drop it onto the desktop screen. Note: The icon may appear as a lock icon, depending on the browser you are using. You can now double-click the new desktop icon to open QuickBooks Online in your default browser any time you need it.

Stock tracking has specific impacts on your Balance Sheet and Profit & Loss reports. Note Stock tracking is only available in QuickBooks Online Advanced and Plus.   Impacts on Balance Sheet The Balance Sheet shows the Stock Asset accounts that are associated with your stock-enabled Product/Service items. You'll find these grouped under Other Current Assets. The asset balances show the cost of your current (unsold) stock. If your business operates on a cash basis, you'll need to customise the Balance Sheet report and change the accounting method to Accrual in order to see these balances. Impacts on profit & loss report The Profit & Loss report shows the Sales of Product Income accounts and the Cost of Goods Sold (COGS) accounts that are associated with your stock-enabled Product/Service items. COGS accounts are displayed in a separate section of the report between the Income and Expense sections.

QuickBooks Online can show you how many customers you have in your company file. Go to Get paid & pay and select Customers (Take me there). To change the number of rows shown on the list, select the Gear icon above the Action column, then select the Rows dropdown. To see the total customer count, scroll to the bottom of the Customers screen. Note: If there are more customers in your QuickBooks Online company file than what shows on the first page, select Last and the complete customer count will be on that page. If you would like a report of customers for mailing lists or to have all of their info on a list, you can export your Customer Contact List to Excel. Go to Business overview and select Reports (Take me there). Locate and choose the Customer Contact List report. (Optional) To customise the report, select Customise at the top. Select Email, Print, or Export. If exporting, select Export to Excel. Once the file has been exported

Ageing reports are best utilised to keep track of customer payments and supplier bills that are past due. Sometimes there is a confusion between Current and the 1-30 day columns. Current column is anything that is not yet due. The due date is in the future of the report date and the ageing is based on the due date of a transaction. 1-30+ is anything past due by the number of days that passed after the due date. If there is NO due date, the transaction is considered due upon receipt and is driven by the transaction date, once a day has elapsed, the transaction will be noted as past due.

A sales tax agency is the government organisation that collects taxes and controls tax laws for an area. Your default sales tax agency is determined by the location of your business and the type of sales tax you collect. You can set up additional agencies on the Tax page if necessary (for example, if your industry requires you to collect special taxes or levies).

If you are a VAT registered company in the EU region, you will be exempted from being charged VAT by Intuit on your QuickBooks Online subscription. To ensure that you are not charged VAT, you need to update your billing information on the Accounts and Settings page with your valid VAT number. You can do this by going to Settings ⚙, choosing Account and Settings, and selecting the Company menu. Then select VAT and enter the VAT number accordingly. Select Done to save the information.

If you report on a cash basis, you may see two accounts for unapplied cash payments. These accounts are automatically created by Quickbooks Online for cash-basis reporting and cannot be deleted or changed. Here are explanations for each of the two account types: Unapplied Cash Payment Income This account is used to report cash basis income from customer payments that are received but not applied to any sales form. Simply put - you took the money in, but never declared the income on a sales form. Usually, the date of the payment is before the invoice date it's applied to. Example: Receive payment today, invoice next week. It's "unapplied" until next week when the invoice hits the books. If an incorrect amount is showing in this account, you'll need to apply the payment to an invoice dated prior to the date of the payment. Otherwise, Unapplied Cash Payment Income is correct. Another possible cause is that the product or service item on th

Learn how to file and pay the Tax/GST you owe using QuickBooks Online International version.   Filing and paying Tax/GST is part of business. In this article, we'll show you how. How do I file? To access the Tax centre, go to VAT and select Prepare return. Make sure the date range matches the filing period for which you're filing. Check all amounts are correct and click Mark as Filed. Print a copy of the tax return and go to your tax office to submit your tax return. Pay the Tax/GST you owe Go to VAT. Select Payments then Record payment for the filing period for which you wish to record payment. Select the name of the bank account used at the top. Enter the payment date and the amount before saving. Select Save and close.

Find out what to do if your subscription is suspended and you can't use QuickBooks Online. If you recently received an email saying your subscription is suspended because we couldn't process a payment, don't worry. All you have to do is update your billing information. To change or update your payment details Select the Gear icon, then choose Account and Settings. Select the Billing & Subscription tab. Under Payment method, select Edit. Enter the full credit card information by typing in the complete card number, name on the card, expiration date, and security code. Verify that the billing address in QuickBooks Online is the same on your credit card statement. Select Save Changes. Frequently Asked Questions Will you charge me for prior months and what will I get charged?We will not charge you for prior months where you received QuickBooks Online for free. On the Accounts and Settings (or Your Account) page where you update your payment details, you will see exactly how much

Find out how you can print delivery notes in QuickBooks Online. A delivery note is a document that contains item, quantity, and other important shipping information when shipping goods to your customers. Print a delivery note in QuickBooks Online Go to Customers & leads and select Customers (Take me there). Select the customer's name to display a list of their transactions. From the Transaction List tab, select the box next to each invoice or sales receipt for which you want to print a Delivery Note. Select the Batch actions dropdown, then choose Print delivery note. The print preview screen will open so you can select printing options, preview, and print.

Find out what to do if you have issues updating your QuickBooks Online subscription. If you receive a "My subscription payment failed" email, it means we can't charge the billing account for your subscription. The card on file may be out of date, invalid, or the card issuer may have declined the payment. All you need to do is update your billing info. Step 1: Update your billing info Sign in to QuickBooks Online. Select Settings ⚙ and then Account and settings. Select the Billing & Subscription tab. Select Edit ✎ for your Payment Method. Update your billing info. Select Save. Once you update your billing info, it can take up to 24 hours to activate your account. If you still see an error, move on to Step 2. Step 2: Review your billing info If you updated your billing info but still have issues, go back and edit your payment method again. Here are a few things to check: Make sure there are no special characters or symbols (such as @ or *) in your billing address. Special c

Most printing problems in QuickBooks Online can be resolved by updating Adobe Reader/Acrobat to the latest version or by repairing your Adobe installation. Updating, repairing, or re-installing your Adobe Reader/Acrobat is simple and can be accomplished by following a few simple steps. Note: This article discusses printing in Windows. For help printing in Mac OS X, see Troubleshoot printing issues in Safari.         Automatic updates for Adobe Acrobat and Adobe Reader Adobe Acrobat and Adobe Reader will automatically detect if a new version of the software is available. The program will check for a new version when you launch either Acrobat or Reader as an application, and will prompt you to install a new version when it's available. How to update Adobe Reader/Acrobat Check the Adobe website for detailed instructions. How to repair Adobe Reader/Acrobat If you've updated to the latest version of Adobe Reader/Acrobat and it hasn’t fixed the p

You can change your home currency on your own ONLY when you have not activated the Multicurrency feature in QuickBooks Online. These are a few easy steps that you can follow. Select the Gear icon, then Account and Settings. Select Advanced. Then at the Currency column, select the edit button. At the Home currency column, select the currency you wish to change to from the drop-down menu. Select Save, then Done. If you have already activated the Multicurrency feature, you can only change the home currency by deleting all your data and starting over from scratch. Note: The Multicurrency feature is not available in all versions of QuickBooks. If you don't see Currency, then your version of QuickBooks does not have this feature.

If the print icon is missing from your preview screen, it may be due to your choice of browser. Newer versions of Google Chrome use a default .pdf plugin that doesn't have a print button. If you’re using QuickBooks Online with Internet Explorer 11 (IE 11), you may not see a Print button when you try to print reports because IE 11 doesn't support native print at this time. How do I print in Google Chrome? To print in newer versions of Google Chrome use these following steps: Locate the sales form you'd like to print. Select Print or Preview at the bottom. Right-click anywhere on the preview and select Print. Be sure you keep the original preview window open. After printing, return to the original preview window and select the Close button. (Note: If you don't use Close, the sales form won't show as printed and will remain on your list of forms which need to be printed.) How do I print in Internet Explorer 11? If you use Internet Explorer 11 you can still print by doing one of

In QuickBooks Online, you can manually re-sort the customer list by last name first. Note  If a customer is a sub-customer, the sub-customer is sorted within the parent customer. To make your customer names show as last name first, you need to edit each customer one at a time: Go to Customers & leads and select Customers (Take me there). Select the customer's name then Edit. Change the Display name as field so it shows the last name first. If there’s no option to change in the Display name as dropdown, enter the First Name and Last Name in the appropriate fields then select the dropdown again. Select Save and close. Now you're able to sort the customer list by last name first.

If you have a customer that has a repeat invoice, save time by duplicating the invoice instead of entering all the info twice. Here's how: Go to Bookkeeping, select Transactions, then select All Sales (Take me there). Find the invoice or estimate you want to copy. In the Action column, select the dropdown  ▼. Then select Copy.  Edit the invoice or estimate as needed, then select Save.

Your current subscription rate is dependent upon its original rate and any discounts offered at the time your subscription began.  Most subscription rate questions you have should be answered by the information provided on the Your Account  (or Account and Settings depending on what you see) page in QuickBooks Online. If your rate seems higher than you expected, here are some scenarios that could explain why: Tax/GST is added to the base subscription price.

You received this alert because your accounting has journal entries that mix currencies for customers or suppliers. These should be corrected because they may lead to incorrect open balances for them, or incorrect exchange gains or losses in your accounting. How the problem happened When working with multiple currencies in QuickBooks Online, all transactions for a customer or supplier must be recorded in the currency you assigned to that customer or supplier. This means when you are creating a journal entry that includes accounts receivable (A/R) or accounts payable (A/P), the currency of the transaction, the A/R and A/P accounts, and the customers/suppliers must all match. QBO now blocks journal entries that mix currencies for customers or suppliers because these may lead to incorrect open balances for them, or incorrect exchange gains or losses in your accounting. How to find the problem journal entries QBO has a new report called Invalid Journal Transactions tha

Currently, QuickBooks Online International version does not have payroll function built in-product. However, there are payroll app integration offered by third-party companies. Singapore Talenox - https://quickbooks.intuit.com/sg/apps/talenox/ Justlogin - https://justlogin.com/ Gpayroll - https://quickbooks.intuit.com/sg/apps/gpayroll/ Malaysia PayrollPanda - https://www.payrollpanda.my/ Gpayroll - https://quickbooks.intuit.com/my/apps/gpayroll/ Hong Kong GPayroll - https://quickbooks.intuit.com/content/quickbooks/msm/sites/en/hk/apps/gpayroll.html

For security reasons, Intuit does not change company information or personal email addresses for you. Log in to QuickBooks Online and follow the outlined steps in this article to update your company information. Change the Company Name If you recently changed your company name, you need to update it in several places in QuickBooks Online: Company name: "Doing business as" name or "Trade Name". This is how customers recognise the company. Legal name: Name used to communicate with the government. Your company name will be automatically set as your legal name if this field is left blank. Email Messages: Company name that appears on customer emails. Location List: Applicable to QuickBooks Online Plus Only. Please ignore if you are not using location tracking. Change the Company Name Select the Gear icon, then Company Settings (or Account and Settings). Select Company from the left menu. In the Company section, Select the Pencil icon. Make the necessary changes. You can select Ad

Every transaction (with the exception of journal entries) is separated into a header and a detail portion. When classes are assigned, they get attached to the detail portion of transactions. They do not get associated with the header accounts. So, if the account being reported is a header type of account, the class data does not get saved with the header. Bank accounts, loan accounts, and all header type of accounts, cannot be linked to a class on the reports. For example: On a Cheque, the bank account is the header and the account selected in the table is the detail. On an Invoice, A/R is the header and the income account linked to the product/service is the detail. The type of transaction information pulled into a report depends on the type of report. For example: Reports that are reporting income and expense account information, pull information from the detail of transactions. Reports that are reporting asset, liability, and equity account information, pull information from