Help Articles
Recently active
Learn how to add users in QuickBooks Connector (OneSaas). In this article, you will learn how to add a new user to your QuickBooks Connector account. Add a user Select the Profile icon, then select Users. Select Invite. Enter the details needed, then select Invite. A welcome email will now be sent to the email specified, this email will include a link for the customer to set up their password.
Learn how to close your QuickBooks Connector (OneSaas) account. If you want to cancel your QuickBooks Connector account, whether because you no longer need it or because it's a duplicate account, here are the step-by-step instructions. Cancel your QuickBooks Connector account Go to Apps. Under My Apps, locate the Connector and select Disconnect. Fill out the survey and select Disconnect to close your account completely. Once the account is closed, you will get a confirmation of the disconnected integration.
Learn how you can connect your BigCommerce account to your QuickBooks Online account. Here's the step-by-step guide on how you can connect BigCommerce to QuickBooks Online. How to connect BigCommerce to QuickBooks Online Log in to your QuickBooks Online account. Go to Apps, then search and install the app BigCommerce Connector. Select Connect. You will be redirected to the Connections tab in QuickBooks Connector (OneSaas), then select Connect to BigCommerce. You will be asked if you have an existing BigCommerce store, or if you are new to BigCommerce. Before you start the integration, you'll need to have a working BigCommerce store.You will be asked to enter in your login credentials for your BigCommerce account in order to authorise the connection. Your login credentials are not stored within the integration app, or any other system during this process. Once the connection is authorised, you can add another connection by selecting Add Connection, or move forward with conf
Learn how to send your contacts from Shopify to QuickBooks Online. You have the option to choose between three different methods of sending your contacts to QuickBooks Online. We’ll explain how each of these works, and how to set them up. How can I set this up? You'll find the option to change how we send your contacts on your configuration. You can access this by selecting Default Products and Advanced Options as seen in the screenshot. Then select an option at the Assign Sale to the on how you want to send your invoices. Option Description Original Customer Choosing this option will send invoices to QuickBooks Online along with the contact details of the customer who created the invoice. This is great for users who would like to track all of their customers ordering details in QuickBooks Online. Customer’s Organisation This will send your invoices with the original customer's company/organisation details instead of the contact itself. This is usefu
Find out how to request a refund for a QuickBooks product you purchased and track the refund status. Note: The 60-day money back guarantee does not apply to monthly QBO subscriptions. In most cases, if you purchased an annual subscription for QuickBooks Online, and it’s within 60 days of the purchase date, you’re eligible for a refund under our satisfaction guarantee. There are some exceptions, so check our return policy for details. To begin, select if you purchased your product directly from Intuit, or from another retailer. Request a refund for QuickBooks purchased directly from Intuit Select the product you are requesting a refund for. Enter your order/bill number. Enter Associated email. Select Find my order details. Review your order details and charges. Select item(s) to be refunded. Select the reason for refund(s). Provide more details, if applicable, for the reason of requesting a refund. Fill in your Contact details & Mailing Address.
Learn how to fix QuickBooks Connector (OneSaas) errors in Wix. We’ll show you how to fix common QuickBooks Connector errors in Wix. Fix the QuickBooks Connector app launch error Do you get the message "You Are Not Authorised" when you try to open QuickBooks Connector? If you can’t open QuickBooks Connector in Wix, make sure you’re using Google Chrome. Google Chrome is the recommended browser for QuickBooks Connector. If you’re using Google Chrome and you still get the error, sign in to QuickBooks Connector in a new tab, then try to open it again in Wix. If you still get the error, contact us. Find out why you have missing orders Wix has apps that customers can add to their sites. As mentioned in our app listings in the Wix app store, QuickBooks Connector can only pull data/orders from these Wix modules: Wix Stores Wix Events Wix Bookings Wix Hotels Wix Invoices Note: Historical data sync isn’t possible with Wix Bookings, Wix Events, Wix Hotels, and Wix Invoices. Limitation
Learn how to move the items from your system to QuickBooks Online through QuickBooks Connector (OneSaas). Handle product integration When you use QuickBooks Connector with your system, you need to enter the services and products you have into QuickBooks Online so the transactions can sync. There are two ways you can do this. Manually enter products You can manually enter all products and services from the source system (eCommerce) to QuickBooks Online. This gives you great control over how you enter products in your QuickBooks Online account. Automatically enter products You can set QuickBooks Connector to automatically create items you don’t have. This is more convenient, however, all the products created have the same set of default settings. Item push options If you want to assign a different income or expense account for different products, then you need to change it within QuickBooks Online after the items are created by the app. Here is a quick explanation of each of these
Learn how to troubleshoot blank screen printing issues. If you're seeing a blank screen when trying to print, this may be caused by the following: The print screen is already open in the background. An Adobe update is available. Note: To avoid issues with printing and other problems, be sure to use a supported, up-to-date browser. Check that the Print screen is not behind all of your open windows Minimise your screens until you see the Print screen. Select Cancel. Once you cancel you should be able to close the blank screen and try to print again: this time with the Print Preview screen showing your content instead of nothing. If you minimise your screens and don't see the Print screen, but do see the Adobe Updater screen, make a selection to upgrade, remind later, etc. Or you can close all of your windows. Then sign out of your company. And then sign back in again and try to print. Need more help? If after going through the two troubleshooting steps and the add-ons
These steps will help diagnose a wide range of PDF printing issues in Windows. For further print troubleshooting steps, see Troubleshooting printing in Windows.For help with Mac printing issues, go to Troubleshooting printing in Safari for Mac. Please follow the steps in order: Part 1: Make sure you can print a local PDF document If you have a PDF document saved to your hard drive, open it from within Acrobat/Reader from File menu and test to be sure you can print it. If you do not have a local PDF document, use Windows Search and look for all files and folders, using *.pdf. If you cannot print a local PDF file, choose one: If you have not yet updated or repaired Adobe, go to Updating, repairing or reinstalling Adobe Reader and follow the steps, then return to this page and begin Part 1 again. If you have already updated and repaired Adobe, complete Part 2 and 3 below. If you have already completed Parts 2 and 3, use this link for further troubleshooting: Troublesh
Learn what are the common tax setups when you use QuickBooks Connector. When using QuickBooks Connector, you'll need to map your taxes as part of the standard configuration process. Below are a few common tax configuration scenarios explained. eCommerce and QuickBooks Online integrations The taxes you have in your eCommerce store must have a corresponding tax code in QuickBooks Online. All you need to do is let us know which taxes from QuickBooks Online match with the ones we found in your eCommerce system. Once the setup is complete, you can continue with the rest of the integration setup. QuickBooks and automatic taxes There are QuickBooks Online accounts that can automatically calculate sales taxes. If you’re already using the automated sales tax feature, there’s no need for you to configure the tax mappings. QuickBooks will automatically do it for you.
Find out what are the things you need to prepare to successfully connect your accounting system to QuickBooks Online. When you connect QuickBooks Online to QuickBooks Connector, here are the few things you can do to help ensure a successful integration. Sales tax Make sure all the sales tax you use in the system you receive invoices from are set up in QuickBooks Online. If you don’t use sales tax, create one with 0% for our system to use. We recommend you consult with a tax professional or an accountant on what may be your best options, plus any applicable laws to your state, country, or business. Contacts Make sure your customer data matches the customer data in other connected systems, to help us match your customers instead of creating duplicates. We match customers by name and email. If certain records are missing names or emails, this should be populated before integration. Products Make sure that your product codes or SKUs match corresponding products between connected syst
To watch more how-to videos, visit our video section.
Learn how to give Intuit Support access to your account by creating an accountant user profile. There may be times when you need to provide an Intuit Support representative access to your QuickBooks Online company data. To give them access, you'll need to create a new accountant user profile for Intuit Support. Create a new accountant user profile for Intuit Support Select Settings ⚙. Select Manage users. Select Accounting firms. Create an invite for Intuit Support: If you haven’t invited an accountant yet, enter qbo_supportteam@intuit.com in the Accountant’s email field, and select Invite. Follow the steps to verify your account. If you already invited an accountant, select Invite and fill out the first and last name fields with "Intuit Support". In the email address field, enter qbo_supportteam@intuit.com. Then select Save.
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
How you record a wire transfer depends on the purpose of the wire transfer. You can record it as an expense using the Cash Expense feature, or as a deposit using the Bank Deposit feature. Record a wire transfer as an expense If the money will be transferred out of your account, follow these steps: Select + New. Under Suppliers, select Expense. (Optional) Specify a supplier or place of purchase in the Payee field. Use the dropdown list in the Payment account field to specify the bank account the wire was transferred from. Enter the date of purchase in the Payment date field. Select the Payment method from the dropdown list. Enter Wire Trans or WT in the Ref no. field. Specify the expense Account that tracks the charges, or enter Accounts Payable if the transfer was for a bill. Enter the Amount of the purchase. Select Save and close or Save and new. Record a wire transfer as a deposit If the money will be transferred in to your account, follow these steps: Select +&nbs
Usage limits are the maximum number of users, you can have at one time in QuickBooks. Depending on your subscription, you have a specific usage limit. These limits apply to how many billable users you can add to QuickBooks. Here's how to view and manage usage limits and what to do when you reach your limits. User Limits in QuickBooks Online Note: Only administrators and standard users count toward your billable user limit. Some user types like reports only and time tracking only don't count toward the user limit. Make sure each user in QuickBooks has the access that's right for them. Here are the usage limits for each subscription level: What happens when I reach my limit? When you reach your usage limits and can’t add any more users, don’t worry. You can either upgrade your subscription, or reduce your usage. If you have more than one company, you’ll need to check usage for each one. Learn more about QuickBooks features and available pricing plans To reduce usage, you can delete an ac
What’s new in QuickBooks Online 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. Sharing Invoices via WhatsApp (Android and iOS) In this ever-changing world, we know our customers are always on the go. With QuickBooks WhatsApp Invoicing you can send invoices directly to your clients via your Android mobile device, iOS mobile device, and desktop app. Saving you time and getting you paid faster. Mixed Mode VAT Reporting We are thrilled to announce the launch for Mixed Mode VAT reporting in Ireland. This has been the #1 ask from Irish accountants since we launched QuickBooks in Ireland. This enhancement brings QBO Cash basis in line with Irish reporting requirements. Any new customer who selects Cash basis will se
Learn how to install the new, free version of the QuickBooks Online. Do you want to download the new Mac App for QuickBooks Online? The new app has increased reliability, multi-tab support, and a beautiful, new design. You can install it manually by using the following steps. Step 1: Make sure to quit your QuickBooks app Before downloading the new app, you need to quit all QuickBooks apps and QuickView from running. If you see the green QuickBooks app icon on your dock: Select the icon to launch QuickBooks. At the top left, select QuickBooks, then Quit QuickBooks. If you see the QuickBooks icon (for QuickView) at the top right of your menu bar: Select the icon to open QuickView. At the bottom of QuickView, select Settings ⚙, then Quit QuickView. Step 2: Download and install the new QuickBooks app for Mac Now, download the new App for Mac. Follow this Download link to download the new QuickBooks app for Mac. Follow the instructions on the download page. After following the p
Learn how to get back into your QuickBooks Online account. If you forgot your QuickBooks sign-in info, no worries. You can recover your account in no time. Here’s how. Recover your account Still have access to the email address, user ID or phone number on file? You can get back into your account within minutes. Go to the QuickBooks Online sign-in page. Select Sign in a different way and choose how you want to verify your identity. Check your QuickBooks registered phone or email for a message from Intuit or QuickBooks. Enter the code we sent, or follow the instructions in the message. We may ask you for a little more info to make sure it’s really you. Select Continue. Didn’t get the email? Check your spam or junk folders. Add do_not_reply@intuit.com to your contact list. Check all email addresses you might've used to sign up for your account. Make sure to unblock emails from Intuit. Learn more about how to receive Inuit emails. If you no longer have access
Are you a QBOA Accountant in Ireland? Are you looking for support from other networks of knowledgeable, local, accountants? Would you like to stay in the know of the latest and greatest QBO updates and feature releases? We are delighted to introduce our new Quickbooks Online Accountant Community Facebook group. This group is a safe space for you to network, stay connected, share best practices, and stay up to date with events, opportunities and the latest in Quickbooks Online Ireland. Whether you are an accountant, bookkeeper, business owner, or employee using QuickBooks online - our goal is to grow as a community, helping each other with Quickbooks, financial, and business growth topics. Feel free to start conversations in new posts any time. Looking forward to our community growing - see you there!
If your invoices use the term Due on receipt, the Invoice date should automatically be the Due date. If not, it’s possible that the default Due on receipt has been modified or a new Due on receipt has been created with incorrect settings. Here's how to check and edit the term Due on receipt: Open the invoice in question, then take note of the term used. Select X to close the invoice. Go to Settings ⚙️, then select All lists. Select Terms. Find the term used on your invoice. Under the Action column, select Edit from the dropdown. Make sure Due in fixed number of days is selected and the number of days is set to 0. Select Save. It's possible that the term has already been corrected. However, you may need to reselect the term on the invoice for the correction to apply. If not, check for a similar term with a slightly different name in the Terms list, then edit it as necessary.
The Sales page gives you a great at-a-glance view of the status of sales transactions, open invoices, and paid invoices. You can also view, create, and edit sales transactions from within the page.To access this page, go to Bookkeeping, select Transactions, and then select All Sales (Take me there). View transaction and invoice status at a glance Once on the Sales page, you'll notice the Money Bar, which is a key part of the page. It shows you the status and amounts of your sales transactions at a glance, and gives you an instant view of open and recently paid invoices. It also shows you if you have unbilled items like estimates, time activities, charges, or costs. You can view details about individual transactions in the list, which can display: Quotes Invoices Sales receipts Payments Credit notes Delayed charges (QuickBooks Online Plus and Essentials only) Billable time activities (QuickBooks Online Plus only) The list makes it easy to view the status of any transaction
Learn how to import your customer or supplier contact lists from Outlook, Excel, and Gmail. Do you have a customer or supplier list that you'd like to bring into QuickBooks Online? We'll show you how to export your list as a spreadsheet from Outlook, Gmail, or Excel. Then we'll show you how to import them directly into QuickBooks. Things to know before you import contacts from Outlook, Excel, or Gmail The file size limit is 2MB or 1000 rows. If you need to import a list larger than that, you'll need to split it up into multiple imports. Sub-accounts can't be imported. We recommend changing the sub-accounts into parent accounts before you import. Then you can change them back after the import. If the file is imported incorrectly and it needs to be re-imported, your customer or supplier list won't be overwritten, which can create duplicate entries. You'll need to delete the imported customers or suppliers before re-importing, or edit each one individually. The entries in the Name f
