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Learn what the chart of accounts is and why it’s important to set up correctly in QuickBooks Online. The chart of accounts is a list of all the accounts that QuickBooks uses to track your financial information. You use these accounts to categorise your transactions on everything from sales forms to reports to tax forms. Each account has a transaction history and breaks down how much money you have or owe.Because the chart of accounts is foundational for good accounting, it’s important to understand it and set it up correctly.   Get familiar with the chart of accounts To open and view your chart of accounts, select Settings ⚙, and then Chart of accounts. The accounts are organised by columns including name, type, and detail type. Account types and detail types determine the data that shows on key financial reports like the Balance Sheet and Profit & Loss statements. Learn more about the importance of account types and detail types. Many accounts have an account history wh

When a customer’s credit card payment gets processed twice, the merchant can void the extra charge before the settlement cut off time of 3 PM PST. After the cut off time, the merchant can process a refund. Here’s how to process the refund. Step 1. Refund the customer's credit card Select + New. Under Customers, select Refund Receipt. Select the name of the customer. From the Payment Method ▼ dropdown, select the type of credit card your customer uses. In the PRODUCT/SERVICE column, select the product/service item you use for refunds. Select Add New if you don't have any. Enter the amount. It should be a positive number. Enter other information you want to save with the refund. Select Save and close. Re-enter voided extra payment You can void the payment if the settlement cut off time hasn’t passed yet. If you voided the extra payment, you need to re-enter it.  Select + New. Then select Receive payment. Enter the customer's name and the amount rece

Your QuickBooks monthly subscription invoices are available in your QuickBooks Accountant account or in your QuickBooks Online account if you are a small business. This article explains how to access your QuickBooks subscription invoices, as well as how to read and understand them. These details differ depending on your status (Small business or Accountant): I have an online QuickBooks account for small businesses: Access my QuickBooks subscription invoices Select the Gear icon, then select Account and settings. Select the Billing and subscription tab. In View payment history, you'll find your entire billing history, downloadable in PDF format since 1 January 2018. If you would like to access subscription invoices prior to 1 January 2018, please reach out to our support team . Read my QuickBooks Online subscription invoice Here's how to read your QuickBooks subscription invoices if you have QuickBooks Online accounts for small businesses. No

Learn how to use an expense to record a customer's bounced cheque in QuickBooks Online. Or follow these steps if you need to record one of your own bounced cheques. If a customer's cheque bounces, there are a few ways to handle the accounting. Review the overview guide so you know what's involved. Then follow these steps. You'll use an expense to create a record, balance your accounts, account for any bank fees, and send to your customer. Note: These steps are complicated. If you're unsure, reach out to your accountant. This can get tricky and they know how to handle the next steps. Step 1: Enter the bounced cheque as an expense The first step is to enter the bounced cheque as an expense: Select + New. Select Expense. In the Payee field, select the name of the customer who's cheque bounced. From the Payment Account dropdown, select the account the money was supposed to go into. In the Payment date field, enter the date you found out the cheque bounced. Select and open

Learn how to run reports by class in QuickBooks Online Plus. New to class tracking? Classes represent meaningful segments in your company, like store departments or product lines. Check out our class tracking overview to learn if it’s the right tool for you and how to get started. If you track transactions by class, it’s easy to keep a close eye on each segment in your business. You can run reports to see your sales, costs, or profitability by segment. Then, you can choose to use this info to plan ahead and set a budget by class.To get started, go to Business overview, select Reports (Take me there), and then select Standard. Once you're there, here’s what you can do. See sales performance by class Go to the Sales and customers group of reports. Then, run these reports: Sales by Class Detail. This groups your sales by class, and shows more info, like date, type, product or service, quantity, rate, amount, and balance. Sales by Class Summary. This groups your total sales by clas

Transaction statements can be used as donor or pledge reports. They're useful for nonprofit organisations and businesses that need to send activity reports to their donors, but don't need a running balance or amount due. Create a transaction statement for a donor Like a balance-forward statement, a transaction statement shows all activity between start and end dates you choose. Here's how to create a transaction statement for a donor: Go to Get paid & pay and select Customers (Take me there). Find the donor you want to create the statement for. In the Action column, select the dropdown, then select Create statement. From the Statement Type dropdown, select Transaction Statement. Select the Start Date and the End Date. Select Apply, in case you've changed any statement criteria. (Optional) Select Print or Preview to review the statement prior to sending to your donors. Select Save and send, then select Send. Create multiple transaction statements You can also cre

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

Learn how to record a refund from a supplier in QuickBooks Online. Just got a refund for a business expense? We'll show you how to create a supplier credit. If you got credit on a future purchase, you should enter a credit instead. If your customer used a credit card on a purchase, you can refund a credit card payment on the sales receipt or invoice. How you enter the refund depends on how you record your purchases. Choose the section below that applies to you. If you’re not sure, ask your accountant. Step 1: Enter a supplier credit This makes sure the credit hits the expense account you use for this supplier. Select + New. Select Supplier credit. In the Supplier dropdown, select your supplier. Depending on how you record purchases with this supplier, enter the Category details or Item details. Usually, this is the category, product, or service you’re getting a credit for. Select Save and close. Step 2: Deposit the money you got from the refund Select + New. Se

  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

Currently, there is no way to delete a tax rate in QuickBooks Online. If you no longer need or use them, you can deactivate the tax rate. Note: If you don't see the settings below, you may be using Auto Sales Tax feature. See Set up and use Automated Sales Tax for more information. Deactivate a tax rate Important: You will NOT be able to reactivate a tax rate. If you need it for future use, you’ll have to create a new one. Go to VAT. Select Edit VAT, then select Edit rates. Find the tax rate you want to deactivate, then switch it from On to Off. Select Yes. To reactivate the tax code, select the gear icon above the Action tab and mark Include inactive to show all deactivated tax codes. Pick the tax code you want to reactivate, then switch it to On.

Learn how to set up Amazon Marketplace into QuickBooks Online. Set up your QuickBooks Connector integration between Amazon Marketplace and QuickBooks Online within minutes using our simple setup process. Below is a step-by-step walkthrough, highlighting some useful key points throughout the process. Connect your apps Begin by connecting your apps to QuickBooks Connector. If you haven't already connected your apps, you can follow our guides to connect Amazon Marketplace and QuickBooks Online. Begin with the setup  The configuration process below will present you with various options detailing exactly how you want your Amazon Marketplace and QuickBooks Online integration to work. Note: You'll need to have some basic accounting knowledge to make sure that the integration settings are tailored to your business and accounting practices. You will be required to set up your synchronisation options before you can start configuring your workflows. You'll need to set up the following

Learn how to connect your eBay account to QuickBooks Online.  Set up your QuickBooks Connector (OneSaas) integration between eBay and QuickBooks Online within minutes using our simple setup process. Here’s a step-by-step walkthrough, highlighting some useful key points throughout the process. Connect your eBay account Sign in to your QuickBooks Online account. Go to Apps and find eBay Connector by Intuit. Select Get app now and install the app. Select Connect. You will then be redirected to the Connections tab in QuickBooks Connector (OneSaas). Select Connect to eBay. Enter your eBay credentials and sign in.Your eBay account is now connected and authorised with your QuickBooks Connector file.Note: You can either add another connection by selecting Add Connection, or move forward and configure your integration. Configure settings The configuration process below will present you with various options detailing exactly how you want your eBay and QuickBooks Online integration

Learn how to integrate Etsy with QuickBooks Online. Set up your QuickBooks Connector integration between Etsy and QuickBooks Online within minutes using our simple setup process. Below is a step by step walkthrough, highlighting some useful key points throughout the process. Connect Begin here by connecting your apps to QuickBooks Connector. If you haven't already connected your apps, you can follow our guides to connect Etsy and QuickBooks Online.  Select Manage to move forward. Configure The configuration process below will present you with various options detailing exactly how you want your Etsy and QuickBooks Online integration to work.Note: You'll need to have some basic accounting knowledge to make sure that the integration settings are tailored to your business and accounting practices. Our Etsy and QuickBooks Online integration has a single workflow which is to send all new orders from Etsy to QuickBooks Online. Every part of the configuration setup will be explained below

Learn how to integrate BigCommerce to QuickBooks Online. With QuickBooks Connector, you're able to set up your complete integration within minutes using our simple setup process. Below is a step by step walkthrough, highlighting some useful key points throughout the process. Connect Begin here by connecting the systems you're looking to integrate. You'll find guides on how to connect every system. For this example, we'll be connecting Bigcommerce and QuickBooks Online. Select Configure to move forward. Configure The configuration process below will present you with various options detailing exactly how you want your BigCommerce-QuickBooks Online integration to work. You'll need to have some basic accounting knowledge to make sure that the integration settings are tailored to your business and accounting practices. If you have any questions, you can reach out to our Support team at any time.  You will be required to set up your synchronisation options before you can start configu

Learn how to troubleshoot Magento in QuickBooks Connector. The error “Could not authenticate the user. Invalid domain, Username, API Key, the user does not have the correct user role set.” is caused by an incorrect setting in the Magento API Key. Here's how to fix it. Could not authenticate user error Log in to Magento and select System, then select Configuration. Once in the Configuration screen, scroll down and select Magento Core API. Under General Settings, select No from the WS I Compliance dropdown ▼menu. Go back into QuickBooks Connector and synchronise the Magento connection. Deleting products in Magento (Error code 500) We generally recommend that you don’t delete products from Magento as it has been known to cause issues with our stock level sync process. However, if this is something that the user needs to do, please inform the QuickBooks Connector (OneSaas) support team in advance.Note: When items are deleted and your stock sync workflow is enabled, your file will hit

Learn how to troubleshoot OpenCart. OpenCart is one of our popular eCommerce integrations. Over time, we have encountered certain known issues which we have highlighted below. Product matching In OpenCart integrations, we use the model field on the item details when matching with the integrated app. Even though the SKU field is available on OpenCart version 2, we will still use the model field since that is a required field, unlike the SKU field. Product options Options are extra selections that a customer can make on the product page of OpenCart before adding the product to the shopping cart. We currently don’t support product options since the options don’t have a unique SKU/model field available as standard. Given this inconsistency of OpenCart, the connect plugin will manage products, stock levels, and prices only on a base product level without specifying options. We currently don't use this field in any way due to the major limitations mentioned above. However, we can include

Set up your QuickBooks Connector integration between OpenCart and QuickBooks Online within minutes using our simple setup process. Below is a step-by-step walkthrough, highlighting some useful key points throughout the process. Connect Begin by connecting your apps to QuickBooks Connector. If you haven't already connected your apps, you can follow our guides to connect OpenCart and QuickBooks Online. Configure The configuration process below will present you with various options detailing exactly how you want your OpenCart and QuickBooks Online integration to work. You'll need to have some basic accounting knowledge to make sure that the integration settings are tailored to your business and accounting practices. You will be required to set up your Synchronisation options before you can start configuring your workflows. You'll need to set up the following: Account Timezone Integrations Starting Date Email Sync Report Options You will be presented with workflows that a

Learn how to connect FreshBooks cloud accounting to QuickBooks Online. Here's the step-by-step guide on how to connect FreshBooks cloud accounting to QuickBooks Online. Log in to your QuickBooks Online account. Go to Apps, search and install the app FreshBooks connector. Select Connect. You will be redirected to the Connections tab in your OneSaas. Just select Connect to Freshbooks.  A new window will pop up on your screen and will ask for your FreshBooks cloud accounting login credentials. Once done, select Log in to proceed. You will be asked to select your FreshBooks business account from the dropdown menu. Select Connect. Now that you've connected to FreshBooks cloud accounting, you can either add another connection by selecting Add Connection or move forward and configure your integration.

Learn how to integrate Magento into QuickBooks Online. With QuickBooks Connector (OneSaas), you're able to set up your complete integration between Magento and QuickBooks Online within minutes using our simple setup process. Below is a step-by-step walkthrough, highlighting some useful key points throughout the process. Connect Begin here by connecting your apps to QuickBooks Connector. If you haven't already connected your apps, you can follow our guides to connect Magento and QuickBooks Online. Select Manage to move forward. Configure The configuration process described below is for a standard integration between Magento and QuickBooks Online. If you are also connecting a third app, then you'll have to configure this as you go through the setup process. 1. You’ll be presented with three workflows, which are all optional. In this walkthrough, these three workflows will be selected to demonstrate the full capabilities of the setup process. Sales from Magento to

Learn how to integrate FreshBooks and QuickBooks online. Connect Begin by connecting your apps to QuickBooks Connector. If you haven't already connected your apps, you can follow our guides to integrate FreshBooks and QuickBooks Online. Select Manage to move forward. Configure The configuration process described below is for a standard integration between FreshBooks and QuickBooks Online. If you are also connecting a third app, then you'll have to configure this as you go through the setup process. You will be presented with workflows, which are all optional. In this walkthrough, these workflows will be tackled to demonstrate the full capabilities of the setup process. Invoices from FreshBooks to be sent to QuickBooks Online Expenses from FreshBooks to be sent to QuickBooks Online Start the configuration process by selecting the first workflow to sync FreshBooks invoices with QuickBooks Online, as shown below. Once you've selected the first option to create invoices in your Quick

Loyverse is a set of Point of Sale (POS) mobile applications. It helps merchants manage their sales, inventories, employees, and customers.Here's a guide on how you can connect your Loyverse account to QuickBooks Online.There are two ways to connect Loyverse to QuickBooks Connector (OneSaas): Via QuickBooks Online Via Loyverse Marketplace Both methods share the same authorisation procedures. Step 1: Connect Via QuickBooks Online account Sign in to your QuickBooks Online account. Go to the Apps section, then find and install Loyverse Connector by Intuit. Select Connect. You will then be redirected to the Connections tab in QuickBooks Connector. Select Connect to Loyverse. Via Loyverse Marketplace Go to the Loyverse Apps Marketplace and find the QuickBooks Connector App you need, then select CONNECT APP. We are able to integrate with QuickBooks Online, Xero, and Sage Business Online Accounting.Note: If you have installed the QuickBooks Connector app via your Loyverse admin po

Ecwid is an online platform that lets small business owners manage their stores and sell their products. Here’s a step-by-step guide on how you can set up the integration between Ecwid and QuickBooks Online. Connect Begin by connecting your apps to QuickBooks Connector (OneSaas). If you haven't already connected your apps, follow our guides to connect Ecwid and QuickBooks Online. Configure The configuration process below will present you with various options detailing exactly how you want your Ecwid and QuickBooks Online integration to work. You'll need to have some basic accounting knowledge to make sure that the integration settings are tailored to your business and accounting practices. You'll need to set up your synchronisation options before you can start configuring your workflows. You need to set up the following: Account timezone Integrations starting date Email sync report options You will be presented with workflows that are all optional. In this walkthrough

Loyverse is a set of Point of Sale (POS) mobile applications. It helps merchants manage their sales, inventories, employees, and customers. Set up your integration between Loyverse and QuickBooks Online in minutes by using our step-by-step walkthrough. Connect Begin by connecting your apps to QuickBooks Connector (OneSaas). If you haven't already connected your apps, you can follow our guides to connect Loyverse and QuickBooks Online. Configure The configuration process below will give you various options detailing exactly how you want your Loyverse and QuickBooks Online integration to work. You'll need to have some basic accounting knowledge to make sure that the integration settings are tailored to your business and accounting practices. 1. You will be required to set up your synchronisation options before you can start configuring your workflows. You'll need to set up the following: Account Timezone Integrations Starting Date Email Sync Report Options 2. You will be given workf

When connecting multiple systems, QuickBooks Connector (OneSaas) can match pre-existing data without creating duplicates. Contacts QuickBooks Connector uses a complex algorithm to match contacts across different systems. We use the following criteria: Company name First name Last name Email Phone number As a first step, we will pull contacts data from the connected systems into QuickBooks Connector, and check if any contact names match up. Then, we look at these contacts' emails to confirm they're a match. If the emails don't match, we won't match them. If one or more of the contacts don't have an email, we'll try to match using the phone numbers. If the phone numbers don't match, we won't match them. Note that we can't handle existing duplicates. For example, if you have a repeat customer who creates a new login account for every purchase, we will treat every new account as a separate contact. We can't merge existing duplicates. Products QuickBooks Connector matches products u

When configuring your QuickBooks Connector (OneSaas) integration, you’re required to choose or create a shipping product and also have the option to create a discount product and other special products. These products are very useful in your integration as they provide a default product that can be automatically created for line items in your invoices that are not represented by standard products. We’ll explain this concept to help you understand how easy, simple, and great these products are. The shipping product The shipping product is called a product because that is what it will be treated as in a connected service, like your accounting application. However, it’s much more than just a product. QuickBooks Connector creates and uses the Shipping product to gather shipping costs from wherever you process your sales (for example, your eCommerce system), then pass this data on in the correct format to your accounting system and other connected services where you want your sales data to