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The "Transaction already exists - save anyway?" error occurs when another transaction of the same type has been saved using the same number. To locate the other transaction Make a note of the transaction number (invoice number, cheque number, etc.) for the transaction you're trying to save. Select the Magnifying glass in the Toolbar. Select Advanced Search. Select All transactions, Reference no, Contains and enter the number of the transactions that you are trying to save. Select Search. This will show which transaction is causing the error to appear. You can choose to renumber and resave the old transaction, give the new transaction a different number before saving it, or save the new transaction with the same number.

This provides a brief description of the effects on the accounts and balances on your company file when turning on the Multicurrency feature. Multicurrency is available in the following QuickBooks Online versions: QuickBooks Essentials QuickBooks Plus If you need this feature but your version doesn't support it and you're considering an upgrade, proceed to How do I upgrade my QuickBooks Online subscription or available pricing plans. Multicurrency and accounts You can assign a currency to most types of accounts, including customers, suppliers, bank and credit card accounts, accounts receivable, and accounts payable. Income and expense accounts always use your Home currency. Your Home currency is the currency of the country where your business is physically located. You can only assign one currency to each account or contact name, and you have to add a new account for each different currency that you will use in transactions. Multicurrency fields Once Multicurrency is activated

Welcome to the Irish QuickBooks Community find the help you need and connect with other QuickBooks users around the world to learn more about QuickBooks and share knowledge with QuickBooks users all over the world.   Whether you’re a small business owner with big business dreams, or a bookkeeper or advisor trying to help your clients grow, we understand that a little help can go a long way. We also know that there’s a lot of conflicting information out there, which can be overwhelming and confusing.    That’s where we come in. We want to help you avoid information overload by quickly leading you to the answers you need.    Search for Answers or Ask Questions   Our Help Articles and Global Q&A Boards are full of experts and other small business owners who are always discussing how to get the most out of QuickBooks. Here’s how you can browse the topics or join in a conversation:   You can use the Search Bar on

Upload or email receipts to your books in seconds with QuickBooks Online. Simply snap and email your receipts and QuickBooks extracts the info, matches it to a transaction and categorises it for you. No more shoeboxes.   Give it a whirl today. We hope it makes your life that little bit easier.     Step 1: Email receipts and bills to QuickBooks online Login to QuickBooks Online From the left menu, select Banking and Receipts Select Register your email to get started (If you see “Send receipts to receipts@quickbooks.com” you’ve already registered your email address) Attach receipts and bills or send them in the body of an email. For example, you can take photos of paper receipts and bills and send those, or forward them in an email (such as from an online purchase, Uber ride, etc). If you send a file it should be a pdf, jpeg, jpg, gif, or png. Send your receipts and bills to receipts@quickbooks.com. Processing might take a few minutes. If something didn’t quite work, you’

Learn what to do if you see error messages or don't see recently downloaded bank transactions. When you connect your online bank and credit card accounts, QuickBooks automatically downloads new transactions. If you’re not getting the latest transactions, or updates seem stuck, don't worry. Here's what to review so QuickBooks starts downloading transactions again. If you see a bank error message, jump to Step 4: Fix specific bank errors. Note: You will not be able to download bank transactions past 90 days. If you would like transactions older than 90 days, you will need to manually upload transactions into QuickBooks Online. Step 1: Start a manual download For most banks, QuickBooks downloads the latest available transactions every night around 10 PM PT. Some may take a little longer. If downloads seem stuck, or you want the latest available transactions, do a manual download: Go to Bookkeeping, select Transactions, then select Banking. Select Update. This updates all your conn

Ready to get started with QuickBooks Online? This walkthrough guides you through the process. You'll learn how to: Sign up for QuickBooks Online Set up your company file Link your bank and credit card accounts Import your lists Customise your invoices Set up VAT Manage users Tip: Check out this video to help get you started with QuickBooks Online.  Sign up for QuickBooks Online You can access QuickBooks Online anywhere you have an internet connection, from your computer or mobile device. It's always up-to-date and it only takes a few minutes to create an account and get up and running. To choose your QuickBooks Online subscription, view our available pricing plans. If you need to upgrade or downgrade your subscription later, you can—you're not under contract. Tip: Review our system requirements before you start to make sure you have what you need for the best QuickBooks experience. If you already have an account with Intuit

Change language setting is only available in QuickBooks Online International versions. Follow the steps below to change language settings in QuickBooks Online. Select the Gear icon and then select Accounts and settings. Select Advanced and then go to the Language section. Select the pencil icon to edit, and then choose the desired language from the drop-down. Select Save, and then Done when you're ready. Our supported languages are English, Chinese, French, Italian, Spanish, Arabic, Thai, Portuguese, German, Japanese, and Korean. Alternatively, you can change the language in QuickBooks Online using the language settings of the browser. Change language settings in Google Chrome At the upper-right of the opened browser, select the vertical ellipsis ⋮.  Select Settings. Select Languages.   From the Language drop-down, select Add languages.  Select the language you want to use. Then, select

Learn how to add an accepted purchase order to a transaction for your supplier. After a supplier accepts a purchase order and sends the products, record it as a bill or expense in QuickBooks. You can easily add the purchase order as a line item. This closes the original purchase order, connects it to the bill or expense, and records the accounting accurately. Add a purchase order to an expense, bill, or cheque Follow these steps after your supplier accepts the purchase order: Select + New. Select Expense, Cheque, or Bill. Learn when to use expenses or bills. From the Payee ▼ dropdown, select the supplier. This opens a window with their open purchase orders. Select Add for the correct purchase order. This adds the items from the purchase order. They appear in the Item details section. If you plan to bill a customer for a specific item, select the Billable checkbox. Then add the customer you plan to bill in the Customer column. Select Save and close.

Learn how to adjust your VAT due if you use Automated VAT in QuickBooks Online. With automated VAT, it’s easy to keep your VAT records accurate. If you received a tax credit, discount, or fine, you can adjust the VAT you owe. This way you don’t have to worry about making corrections when it’s time to file. Here’s how to add or delete a VAT adjustment in QuickBooks Online. Add a VAT adjustment Step 1: Set up an account for VAT adjustment It’s important to use the correct account type when adjusting VAT. Set up an expense account if you need to increase your VAT due, or an income account if you need to decrease. Note: If you already have these accounts, move on to creating the adjustment in Step 2. Select the Gear icon at the top and select Chart of accounts (Take me there). Select New at the top right. From the Account Type dropdown, select Income or Expenses. If you need to decrease your VAT due, set up an income account. If you need to increase your VAT due, set u

Learn how to add transactions directly to an account. In Quickbooks, there are multiple ways to enter and track transactions. You can create a sales form, like an invoice or sales receipt, to capture the entire business cycle. We recommend this method in most cases since it gives you the most flexibility and features. You can also add transactions manually while you're working in your account. This saves time if you're reviewing your chart of accounts and need to make a quick addition. Here's how to manually add transactions to an account. Step 1: Open an account Go to Bookkeeping and select Chart of accounts (Take me there). Find the account you want to review. If you're new to QuickBooks, select See your Chart of Accounts first. Select Account history from the Actions column. Note: Not every account lets you add transactions directly. Step 2: Add a transaction to the account At the very top of the list, select the Add journal entry, Add deposit or Add cheque ▼ dropdo

Learn how to delete your data in QuickBooks Online and start over with new books. Sometimes you need to start fresh with a new QuickBooks Online company. If you're a new customer, you can simply start over. If you've used QuickBooks for longer than 90 days, you'll need to create a new file or contact support. Warning: This process will delete all data in the company file. Once you delete, you can’t restore it. Tip: Check out our frequently asked questions section below for more information to help you decide if purge and reset is the best decision for your QuickBooks Online file. Reset your account within 90 days of signup This is for QuickBooks Online Plus or Essentials users only. If you use QuickBooks Online Simple Start, you need to cancel your current account and start a new one. Sign in to your QuickBooks Online Company. Change the URL to include /purgecompanyExample: Change https://app.qbo.intuit.com/app/homepage to https://app.qbo.intuit.com/app/purgecompan

Find out how to record billable expenses in QuickBooks Online Plus. A billable expense is an expense you incur on your customer’s behalf when you perform a work for them. You can easily record and track billable expenses so your customer can reimburse them when they receive their invoice. Step 1: Turn on billable expense To record billable expenses, turn on billable expense tracking. Go to Settings ⚙, then select Account and settings. Go to the Expenses tab. From the Bills and expenses section, select Edit ✎. Turn on the following: Show Items table on expense and purchase forms Track expenses and items by customer. Make expenses and items billable. (Optional) Set up the following: Markup rate Billable expense tracking Sales tax charge Bill payment terms. Select Save. Step 2: Enter a billable expense Here’s how to bill a customer for an expense. Select + New. Select the transaction (Bill, Expense, or Check) you want to create. Select the

You can easily edit, delete, or restore recently deleted list elements such as accounts, terms, classes, products, or services. Edit a list element You can easily edit a list element: Select Settings ⚙️ Under Lists, select All Lists. Open the appropriate list, for example, Chart of Accounts, Products and Services, etc. From the Action ▼ dropdown menu, select Edit. Note: You may need to select the dropdown to make edits. Make changes, then select Save and close. Edit a supplier or customer To edit a supplier or customer: Go to Get paid & pay and select Suppliers (Take me there) or Customers (Take me there). Select the supplier/customer's name to open the details window. Select Edit. Make changes, then select Save. Delete a list element To delete a list element, you'll want to follow these steps: Warning:  Keep in mind that once you have deleted Recurring Transactions, Custom Form Styles, Currencies,

Check this quick video to learn about setting up your tax. How to set up Value Added Tax (VAT) To set up VAT, follow the steps below: Go to VAT and select Set up VAT. Select your Start of Tax period. Select your tax Filing frequency for VAT. Select your Reporting Method (usually it'll be Accrual, unless you are a professional service provider. If in doubt, please consult your accountant). Enter your VAT No. Select Next, then select OK. Once you have initialised the Tax Centre, you can now add custom tax rates, custom tax agencies (other than VAT and Service Tax) and group tax through the Add tax button. For more information on how to do this, refer to the following links: Create Custom Tax Rate Create Custom Tax Agency

We've assembled some frequently asked questions about importing data to QuickBooks Online. Here is a walkthrough of how to import your data from Excel into QuickBooks. What information can I import to QuickBooks Online? You can import the following information to QuickBooks Online: Bank Transactions Customers Suppliers Chart of Accounts Products and Services Invoices Bills Journal Entries Do I need to import my data in a specific order? Yes. To make sure your data imports correctly, import each spreadsheet in this order: Customer Suppliers Products and services Invoices Bills If you need complete steps, click on the links to learn how to import your customers, suppliers, products and services, invoices, and bills. What file format can I use to import information to QuickBooks Online? You can use a CSV file (Comma Separated Values), Google Sheets, or an XLS/XLSX file to import information to QuickBooks Online. Here's some info about the different formats:

Learn how to sign up and create a QuickBooks Online Accountant firm. If you're an accountant, use QuickBooks Online Accountant to connect to their clients' accounts. This version of QuickBooks lets you review their books, edit transactions, and fix issues. It also gives you enhanced bookkeeping tools. Sign up for QuickBooks Online Accountant You can create a new QuickBooks Online Accountant firm directly from our website, or an invite sent by a client. Tip: Even if you have an existing Intuit user ID, you may want to create a new profile specifically for your firm. From the QuickBooks Online Accountant website If you've never used QuickBooks If you don't have an existing user ID, or you want to create a brand new profile for QuickBooks Online Accountant: Head over to our website. Select the Free sign-up link. Follow the steps to create a new firm. From a client's invite email If you've never used QuickBooks Ask your client to invite you to b

Learn how to record, adjust and delete VAT payments in the tax centre. The tax centre has everything you need to handle tax in QuickBooks. You can run reports for your VAT liabilities, record or edit VAT payments, and see your payment for different time periods. Here's how to manage tax payments and other tasks in the tax centre. Note: If you don't see the features mentioned below, you may be using the tax feature. Learn more about setting up and using tax. Review VAT reports Get a tax liability report Go to VAT and select View reports. Select Taxable sales summary. The report shows each VAT agency, the taxable amount of sales, and payments. This opens a transaction report that lists all your tax payments. You can adjust the date range or customise to further refine the report. Manage VAT payments Record a VAT payment Go to VAT and select the Payments tab. Select Record payment. Fill in the required fields (bank account you're making t

Learn how to file your VAT return and record your tax payment in QuickBooks Online. QuickBooks Online tracks your payment due dates in one place so you can avoid late returns and extra fees. Once it’s time to file, you can review what you owe first to make sure all the numbers look good. Then, you can use your up-to-date QuickBooks info to fill out your tax form. After filing, you can record your new tax payment in QuickBooks so your VAT payable stays up to date. If you still use the manual VAT, here’s how to file your VAT return and record tax payments. Step 1: Review what you owe If you haven’t already, make sure everything is correct before you file. Go to VAT. In the Returns tab, check which return is due this month, then select Prepare return. Select the Filing period, then update the End date. Review your tax. Make sure everything is correct. If you need to add an adjustment, select Adjust for the item in the list that you want to add as an adjustment. Fill up the adjus

Learn how to import multiple invoices to QuickBooks Online in one go. What you can and can’t import You can’t add discounts, credit notes, and negative amounts in general. You can import a maximum of 100 invoices at a time and 1,000 row limit per spreadsheet. You can import invoices with single or multiple line items. You can also import a large volume of customers and suppliers or products and services. Step 1: Prep your spreadsheet Before you import your invoices, make sure everything looks good in your spreadsheet. Fill in the required columns: Invoice number Customer Invoice date Due date Item amount Item tax codeNote: If your invoices have multiple line items, make sure each line entry has an invoice number, customer, invoice date, etc. just like in the sample spreadsheet. If you collect taxes, just add the tax rate in your invoices in the spreadsheet. When importing, you can map the tax codes you created into QuickBooks tax codes. You can map ea

Learn how you can automate your VAT calculation when you create an invoice or sales receipt. You can skip manually tracking the VAT based on where you sell, what you sell, and other transaction details. QuickBooks knows the tax rules, wherever you run your business. After you set up VAT, here's how to automatically track VAT when you make a sale. Track VAT automatically when you make a sale Follow the usual steps to create an invoice or sales receipt. Make sure the Location of sale is correct. If you ship ordered items, add the Shipping to, Ship via, Shipping date, Tracking no. info so QuickBooks knows where to charge your VAT. Check your taxable items in the VAT column.Note: If you haven't already, add tax categories to your products and services. This lets QuickBooks know what's taxable and what isn't. Select Save and send.

Learn how to add a VAT category to your products and services in QuickBooks Online. Instead of manually calculating VAT, let QuickBooks do the work for you. Add a VAT category to your products and services to accurately calculate how much to tax your customers. Here’s how. Step 1: Set up your VAT The rules on how to tax a product or service can change depending on what you sell and where you sell it. QuickBooks keeps track of those tax rules, so you don’t have to. Here’s how to set up your VAT so QuickBooks can determine the rules that apply to you. Step 2: Find out what products or services need a VAT category Important: If you’re still not sure which tax category to assign, ask your accountant for help. They have the best insights into what tax categories your items need. Step 3: Assign a VAT category to a product or service When you’re ready, here’s how to assign your items to different VAT categories. Go to Get paid & pay and select Products and services (Take me there).

Learn how QuickBooks Online automatically calculates VAT when you make a sale. Take the guesswork out of collecting VAT. If you charge VAT for your products or services, you don't have to worry about calculating each tax rate yourself. QuickBooks can do all that for you. Here's how it works. How QuickBooks calculates the correct tax rate on each sale QuickBooks automatically calculates the total tax rate for each sale based on the following: Your customer's tax-exempt status Where you sell and where you ship What you sell Based on your customer's tax status Not all customers need to pay VAT, like churches, schools, and other non-profit organisations. Here's how to find out if your customer doesn't need to pay VAT. Then, you can set up your customer as tax-exempt. Why does QuickBooks sometimes calculate VAT for my tax-exempt customer? Keep in mind that tax-exempt rules are not the same everywhere. In some places, not all types of products and services can be tax exempt.

Learn how to determine if your sale is exempt from tax in QuickBooks Online. Learn about tax-exempt items Generally, you're not required to collect VAT for the following items: Resold items: Retailers don't typically have to pay VAT on wholesale purchases. It's assumed that the end consumer will pay VAT on these items at the point of purchase. Raw materials: If you produce and sell goods that will be used as raw material for other goods, these items are typically considered VAT exempt. Transactions with nonprofit organisations: Sales made to nonprofit organisations are normally exempt from VAT. If you conduct business with tax-exempt organisations, you'll need to get a copy of the buyer's tax-exempt number or certificate. Note: Always check with your tax authority as to which goods and services are subject to VAT.

Learn how to use the VAT Liability report in QuickBooks Online to see how much sales tax you owe. Get a detailed look at the taxes you owe and why you owe them. Run the VAT Liability report to view your VAT info anytime. This helps you make sure everything is accurate before you file your return to your tax agency. Run the VAT Liability report The VAT Liability report is a summary of your taxable and non-taxable sales, plus the total sales tax you collected from customers. Here's how to run the report. Go to Business overview and select Reports (Take me there). In the Find report by name field, search for "VAT Liability Report". Then, select the report. Select the Report period ▼ dropdown. Select the correct date range depending on how often you file your tax. Select the VAT Agency ▼ dropdown. Then, select All or just one VAT agency. Select Run report. Look at the Tax Amount column. Here, you can view the total tax amounts you collected from your customers. The amounts would

Learn how to set up and use the VAT feature in QuickBooks Online. QuickBooks can automatically do the VAT calculations for you on your invoices and receipts for easy and accurate filings. Then, it lets you know when your tax payment is due, so you can file on time and avoid extra fees. Here's how to set it all up and get started. Step 1: Learn how QuickBooks calculates VAT QuickBooks automatically calculates the total VAT rate for each sale based on the following: Your customer's VAT exempt status. Where you sell and where you ship. Your service or product's VAT category. Learn more on how QuickBooks makes each VAT calculation accurate. Step 2: Tell QuickBooks where you collect VAT QuickBooks Online keeps track of your state's tax laws to accurately calculate VAT and returns. If you charge VAT outside of your state, you can also add other tax agencies you pay. If you just signed up to QuickBooks, set up where you charge VAT for the first time. To