Help Articles

Do you need to make changes to your QuickBooks Online subscription? Manage your company details, view your subscription details, update your credit card, make changes to your billing information, or even cancel your subscription, all from within your account. To access your billing information page: Select the Gear icon in the toolbar, Select Account and settings, then Billing & Subscription. In the Company section you can view and edit the following info about your business : Company name Company type Contact info Address Communications with Intuit In the Billing & Subscription section, you'll be able to: View Company ID number. View your subscription information including products you are subscribed to and subscription status. View payment information (Billing frequency, Date you'll be charged, Payment history) You will also be able to :  Cancel your subscription. Update credit card information. Tip: If you can't access or

Learn how to enter a single timesheet in your QuickBooks Online. This is useful for your business when entering or editing a single day or event at a time. If you need to enter a weekly timesheet, get more help here. Note: Timesheets only allow a single hourly rate. What you should do? Select + New. Select Single time activity. Enter the date the activity occurred in the Date field. Note: The current date is automatically entered on the date field, but you can change it if necessary. From the dropdown ▼, select the name of the employee or supplier. For each type of activity, enter an activity line: Choose a customer from the dropdown ▼ if you want to bill the activity to the customer or track expenses for the customer. Complete the following optional fields. Note: If you don't see the fields, they are turned off. You can turn them on by going to your Account and settings. Service: If you use the services to enter time, choos

Learn how to transfer the primary admin user in your account. The primary admin is the main user who has access to every part of the QuickBooks account. This user type has the highest level permissions. They can manage all users and other admin tasks. By default, the primary admin is the person who set up the account. If you need to change the primary admin, here’s how to transfer this role to another QuickBooks user. Note: If you’re using QuickBooks Online Simple Start, contact us to transfer the primary admin. Assign the new primary admin You can transfer the primary admin role to an existing QuickBooks user. Or, if the person isn’t a QuickBooks user yet, you can add them as a new user. Then, transfer the primary admin role to them after they’re added. You must be able to sign in as the primary admin to transfer the primary admin role. If the current primary admin is no longer with the company, you can request to be the primary admin. Here’s how to transfer the role to an existing us

Learn how to personalise and add specific info to your sales forms. QuickBooks Online gives you the tools to create attractive, professional-looking invoices, quotes, and sales receipts. Customising the appearance and layout of sales forms is a simple yet effective way to enhance your business' communications. You don’t need to be a designer to make eye-catching forms. And you get to decide what info your customers see and only add the info that matters most to your business. You can create and customise invoice, quote and sales receipt templates. Here’s how to customise your sales forms. Step 1: Create a new template Go to Settings ⚙ and then select Custom form styles. Select New style. Select a sales form type you’d like to create a template for. Step 2: Customise the appearance Let's start with the layout and the design. As you make changes, you'll see a preview of the changes in the template. Select the Design tab. Give your template a name. Select Change u

For bills to be paid later, use Bill, then Pay bills. For expenses to be paid immediately or that have already been paid, use Cheque or Expense depending on how you made the payment. When to enter bills Enter bills from suppliers to accurately report your Accounts Payable, especially if you run your reports on an accrual basis. If tracking Supplier balances, entering bills is essential for knowing how much you owe your suppliers. Record a bill for any services or items received that you will pay for later - whether or not there is an actual bill received from the supplier. For example, when you receive your electric bill, which is not due until the end of the month, use Bill to track what you owe. Then, use Pay bills to clear the bill and generate the cheque. Learn how to enter bills to keep track of your payables. When to enter bill payments If you originally recorded a bill in QuickBooks, use Pay bills to close the bill. You can print a bill p

Learn how to import your chart of accounts to QuickBooks Online from a spreadsheet. QuickBooks uses your chart of accounts to organise all your accounting. When you set up your company, QuickBooks customises your chart of accounts for you. Here's how to import your accounts from a spreadsheet. Tip: The best time to import accounts is when you’re still setting up your company in QuickBooks. If you don’t have a lot of accounts to add, you can create new accounts instead. Step 1: Format your spreadsheet You can import your chart of accounts using an Excel CSV file. Here's how to format your spreadsheet so you can import it to QuickBooks. Open your existing spreadsheet of accounts or create a new one. Make sure you have these columns in your spreadsheet: Account Name Type Detail Type Number If you organise your accounts by number, add an Account Number column. Or skip this if you don’t use account numbers. If you have different currency accounts, add a Currency c

Learn how to set up product and service items you buy and sell, but don't track as part of your stock. In QuickBooks Online, it’s easy to track how much you make and spend on each product or service. You can also enter these products and services you sell as items so you can quickly add them to sales forms. This gives you more detailed financial reports and helps you complete transactions faster. Here's how to add services and products you don't plan to track stock for (also known as non-stock items). Note: If you want to track product quantities, add them as stock items instead. Step 1: Add a new product or service item You only have to create a product or service once. After you create them, you can add them to sales forms as many times as you need. Tip: Already keeping track of your products and services in a spreadsheet? Save time and import them all at once. Go to Get paid & pay, and select Products and services (Take me there). Select New. Select Non-stock or Ser

Learn how to look up your bank when you connect it to online banking in QuickBooks Online. When you set up online banking, you connect your bank and credit card accounts to automatically download transactions. If you can't find your financial institution when you set up, don't worry. There are a number of reasons this can happen, but there are some steps you can take to find the right one. Why you can't find or connect to your bank You may have an issue finding or connecting to your bank if: Your bank has multiple names on our list. Make sure you have selected the correct listing or have tried all possible links. Search by the banking sign-in URL to ensure you are using the correct listing. Your bank does not connect to all types of accounts (for example, personal accounts vs business accounts). Your bank is not a participating financial institution. Step 1: Search for your bank If you can't find your bank when you search, check the following: Verify the spel

If you see this error message in QuickBooks Online, don't worry. "The old connection is gone. Reconnect now with the new faster, more reliable one and get back on track. (377)" Bank error 377 usually means QuickBooks can't download transactions. We need to update the connection with your bank. Update your online bank connection Follow the steps to update the account to the new connection type: Go to Bookkeeping, select Transactions, then select Bank transactions (Take me there). Select the Update Now link from the Let's fix this bank connection banner. Follow the steps to update the connection.

Bank error 185 means your bank or financial institution (FI) requires more information after you enter your credentials. This may mean that your FI has additional security requirements, such as a security question or one-time passcode (OTP), for you to address. Fix error 185 Security questions: If your bank or FI asks you a security question, enter your answer. You may see this error again the next time you update if you have multiple security questions. As you enter your answers, QuickBooks Online remembers the security questions you have been asked and answers for you. One-time password (OTP): If your bank or FI asks for an OTP, get your OTP (on a device, through text, call, etc.), and enter it each time you see Error 185.

Learn how to fix error 192 when you try to do online banking in QuickBooks Online. Error 192 means your bank requires additional sign info which prevents QuickBooks Online from automatically downloading banking transactions. In some cases, your bank sign-in has an ever-changing code that's required to access the account. Fix error 192 Since QuickBooks Online is unable to download transactions automatically, you can manually upload bank transactions into QuickBooks Online.

Learn how to fix bank error 109. Banking error 109 means that your bank's website needs you to update your password with them. You try to sign in to your bank's website using the old password you entered. However, your bank denies the sign-in because your password has expired or needs to be updated. Fix banking error 109 Update your password on your bank's website then update your sign-in info in QuickBooks Online. Sign in to your bank's website and update your password. Sign in to QuickBooks Online. Go to Bookkeeping, select Transactions, then select Bank transactions (Take me there). Select the blue bank square for the account you want to update. Select the Edit ✎ icon in the tile for the bank account you want to update. Then select Edit sign-in info. Update your password. When you're done, select Save and connect. For more info, see the section about updating your banking info in QuickBooks.

Learn what causes this error and how to resolve it. Bank error 155 means that your Financial Institution (FI) isn't allowing QuickBooks to connect and retrieve your data. If you receive this error, it means that we're working with your FI to resolve this issue. At this time, the Financial Institution hasn't told us when they'll begin allowing these connections again. To resolve this issue, you need to contact your bank and request that they allow the connection. If the issues remains unresolved, ask your bank representative to escalate the case through our OFX Connectivity page (English only) for resolution.Be sure to make a note of your case or ticket number for future reference. In the meantime, as an alternative, you can upload your bank transactions into QuickBooks Online using Web Connect. (For help uploading transactions, see Upload more than 90 days of bank transactions.)  

Learn what to do if you see error 323 in QuickBooks Online. If you see banking error 323 in QuickBooks Online, don't worry. It means you connected two accounts with similar names or account numbers, or added the same account twice. Fix banking error 323 Rename similar accounts If you have two accounts with the same name, or the last 4 digits of the account numbers are the same, you may get an error. Sign in to your bank or credit card's website. Rename one of the accounts so each one has a unique name. Then sign back into QuickBooks and connect the accounts again. Disconnect duplicate accounts If you added the same account twice, disconnect one of them. This should fix the issue.

Banking error 106 means QuickBooks is unable to locate your account on your bank or Financial Institution's (FI) website. This usually happens when the account is closed. If you closed your bank or financial institution account, and you need to disconnect? Here's how. Follow the steps to disconnect, remove, or delete a bank or credit card account from the Downloaded Transactions page.

Learn how to fix error 103 when you connect your bank to QuickBooks Online. If you see error 103, it usually means the user ID or password is incorrect for the bank account you’re trying to connect. Here’s how to fix this error for both existing and new connections. Or, learn how to connect your bank or credit card account to QuickBooks Online. Step 1: Confirm your sign-in info is correct It’s always good to make sure you have the correct user ID and password for the bank account: Open a new window in your web browser and go directly to your bank’s website. Make a note of the web address (such as https://www.bank.com). This may come in handy later. Sign in with the user ID and password you have. Note: If you have separate accounts with the bank (such as a business account and a personal account), sign in to the account you want to fix in QuickBooks. If you sign in successfully, then you know the user ID and password are correct. If you get a sign-in error, follow your bank’s instr

Learn what to do if you see this error in QuickBooks Online. Error 324 means QuickBooks can't find the account you set up when it tries to connect to your bank or credit card's website. This may be because: Your bank or credit card company changed the account or moved it to a new server. You changed the account name or other info on your bank or credit card company's website. Your bank or credit card company issued a new account or credit card. You closed your bank or credit card account. Here's how to fix this error so you can keep downloading transactions into QuickBooks. Step 1: Update and check your connect in QuickBooks In QuickBooks Online Sign in to QuickBooks Online. Go to Bookkeeping, select Transactions, then select Bank transactions (Take me there). Select Update. If you still see the error, look for a banner on the Banking page. Select Check connections link and follow the steps to fix the issue. If you have new account number or got a

Learn how to fix error 101 when trying to connect your bank in QuickBooks Online. There are various reasons why you’re getting error 101, but we’re here to help you fix it. Here’s how. Fix error 101 Log in to your bank's website.In a new tab or a different browser, sign in to your bank's website to see if you can get in without any errors. Check if your account is active.Your account is considered active if there’s an existing balance, or if there were transactions in the past 12 months.If you’re supposed to have an active account but still unable to log in to your bank’s website, contact them directly. Look for missed prompts.Go back to your bank’s website and look for messages that need your confirmation (for example, new terms and conditions).Acknowledge the prompt, then go back and refresh your account in QuickBooks Online. If you are still experiencing banking error 101 after 72 hours you can contact the QuickBooks support team by signing into your QuickBooks company file. Se

Learn how to turn on and use account numbers for your chart of accounts in QuickBooks Online. As your business grows, so does the list of accounts you use to categorise finances. If you have an extensive chart of accounts, don't worry. You can keep your accounts organised and easy to find by assigning numbers. We’ll show you how. Step 1: Turn on account numbers The account numbers feature is off by default. Here’s how to turn it on. Go to Settings ⚙ and select Account and settings. Select the Advanced tab. Select Edit ✎ in the Chart of accounts section. Turn on Enable account numbers. If you want account numbers to show on reports and transactions, select Show account numbers. Select Save and then Done. Step 2: Assign account numbers Want ideas for how to number your accounts? You can assign any number to your accounts. But if you’re looking for recommendations, these account number ranges might help. These ranges are based on account types and follow Generally A

Learn how to get your budgets into QuickBooks. Many businesses create budgets to compare against their actual sales and expenses. In QuickBooks Online Plus, you can create budgets based on your accounting data. Once your budgets are in QuickBooks, you can review and adjust everything. Then run financial reports to compare your actual sales and expenses with your budget. Tip: You can make a budget at any time, but year-end is a great time to start planning for the year ahead. Create budgets in QuickBooks Online Sign in to QuickBooks to access, create, or delete budgets. Then follow the steps for your version of QuickBooks Online. In QuickBooks Online Plus Step 1: Set the first month of your financial year Make sure the beginning of your financial year is set in QuickBooks. You can create a budget any time, but it helps if you start at the beginning of the financial year. Sign in to QuickBooks Online. Go to Settings ⚙ and select Account and settings. Select the A

Learn how and when to give a credit note or delayed credit to customers. Instead of a refund, some customers prefer getting a credit note they can use to reduce the balance on their next invoice. There are a few ways to handle credit notes in QuickBooks. You can create a credit note to immediately reduce a customer's current balance. Or you can enter a delayed credit so they can use it in the future. Here's more about the difference and how to apply them to customer transactions. Note: If your customer simply wants a refund, here's how to return your customer's payment. Learn the differences between credit notes and delayed credits In QuickBooks, you can give credit using a credit note or delayed credit. Here are the key differences: Credit note If your customer wants to immediately reduce their current open balance, use a credit note. Your customer can use their credit note as payment for an invoice. They can use all of their credit note or a portion of it. You ca

Before conducting an import from Excel, it is important to know which contact fields will be imported and any restrictions, which fields are optional, and best practices before you get started. Best practices There are several things to think about when importing from Excel: Confirm your files contain data. To import multiple pages, save each page as a separate file. Make sure the information you want to import appears on the first page of your workbook. Make sure your spreadsheet has a header row. QuickBooks Online uses the first line for mapping purposes and does not import it. Import field: Full Name The first, middle, and last name must appear in a single column or field before importing. Restrictions: At least one of the name fields in the originating file must contain a name. A name cannot exceed 100 characters. A name cannot include a tab, newline, colon (:), or quotation mark ("). Names must be unique between your contact lists

Get answers to frequently asked questions about using multi-currency in QuickBooks Online and QuickBooks Online Accountant. QuickBooks supports multiple currencies to help you do business with foreign suppliers, customers, or employees. Here are the most common questions that come up. Why can't I turn on multicurrency? During you might see the error “Something’s not quite right.” This happens if there's an issue with the browser you're using. To fix this, you'll need to: Clear your browser's cache and cookies. Sign in to QuickBooks Online using a different browser. Sign in to QuickBooks Online using an incognito browser. How do I change an assigned currency for a customer and supplier? You'll need to create a new customer or supplier and assign the new type of currency. We'll show you how. Step 1: Make your supplier or customer inactive To make a customer inactive: Go to Customers & leads and select Customers (Take me there). F

Learn how to add Intuit's service email addresses in your email's list of accepted senders. Unable to receive emails from Intuit? We're here to help. Follow the steps for your email provider to start receiving Intuit emails. Note: If you're using a corporate email account, you may need to work with your IT department or administrator to complete the process. Intuit's service email addresses We provide services that enhance your QuickBooks Online experience. Each of our services has its own email address. These service-related email addresses need to be set as a "safe sender" or unblocked on your email account to make sure you receive important communications from these services. Intuit service Sender address QuickBooks Online Payroll QBOPayrollNoReply@intuit.com QuickBooks for Mac noreply@macpayroll.com QuickBooks Workforce noreply@workforce.intuit.com Add approved email adresses for your email provider Reminders when

Dataswitcher converts some systems in home currency (such as Xero). For example, Xero allows a customer or supplier to have invoices or bills in different currencies. QuickBooks Online only allows invoices in the same currency as the customer or the supplier. In the case of Xero, there is no way for Dataswitcher to correctly retrieve the correct balances on foreign accounts. In this case, Dataswitcher converts all amounts in home-currency. After the conversion, you have to follow three post-conversion steps to correctly to reflect the amounts. The conversion in home-currency will always be correct, but since there is no foreign currency in the destination system, there will be no currency gains or losses in the destination system. You might notice a difference in the currency as it may have fluctuated since the conversion.  It's important to remember that the difference in gain or loss (depending on the currency) will not be converted to QuickBooks Online.   Here is what