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You cannot delete a supplier at this time, but you can make one permanently inactive. Here's how to make a supplier inactive: Go to Get paid & pay and select Suppliers (Take me there). Select Make inactive in the dropdown menu beside the supplier you want to make inactive. Instead of making them inactive, it's better in some situations to merge accounts, customers, suppliers instead. Now you know how to make a supplier inactive.

You may encounter an instance when running Purchase by Class Detail report showing empty when they assigned a class in their Bill and Expense. This is due to assigning the class to account details instead of item details. The purchase by Class Detail Report only draws information from the Item Detail section when creating a Bill or Expense.

The account’s region is set by the region’s website in which the subscription was made. This cannot be changed If you wish to change the country, you may need to create a new account by choosing the country first: https://quickbooks.intuit.com/choose-country/. You may want to use Multicurrency feature to record foreign currency transaction using the same account without changing the account’s country.

Each time you finish reconciling, QuickBooks Online automatically generates a reconciliation report for that session. The reconciliation report is useful if you have trouble reconciling the following month and when you meet with your accountant. The reconciliation report summarises the following: Beginning and ending balances. Lists which transactions were cleared and which were left uncleared when you reconciled. Note: QuickBooks Online automatically generates a new reconciliation report even if you reconcile the account for the same month. How to view a reconciliation report Go to Business overview and select Reports (Take me there). Type Reconciliation Report in the Find report by name search bar. Select Reconciliation Reports. Select the Account for the reconciliation report you want to view. From the Report period dropdown arrow, choose the reconcile period. Select View Report. How to print a reconciliation report To p

To see all the charges for a customer: The Transaction List by Customer report shows all transactions. You can modify it to show only charges. Go to Business overview and select Reports (Take me there). Enter Transaction List by Customer in the search bar. (Note: The Transaction List by Customer report is a feature that's available only in QuickBooks Online Plus.) Select Customise at the top. Select Filter. Under the Transaction Type dropdown arrow, choose Non-posting. Select Run report. Charges are non-posting transactions and don't appear in most accounting reports or in registers (or account histories). To see the list of recurring charges: Select the Gear icon at the top, then Recurring Transactions. Under the Transaction Type dropdown arrow, choose Charge (or Non-Posting Charge). Each line is a template that creates one or more charges.

There are several ways to locate and delete a bill in QuickBooks Online. Delete the bill from the Bill window You can delete a bill from the Bill window, to enable you to review the details of the transaction. There are multiple ways to view the bill in the Bill window — from the Expense Transactions list, the Accounts Payable register, or from a report. To delete a bill: Open the bill to delete using one of these methods: Go to Bookkeeping, select Transactions, then select Expenses (Take me there). Select the appropriate bill from the Expense Transactions list. In the Accounts Payable register in the Chart of Accounts, locate and select the bill. Select the bill from within a report. In the Bill window, select More at the bottom of the screen, and select Delete from the pop-up menu. When prompted, select Yes to confirm that you want to delete the bill. The bill is deleted. Delete the bill without opening it You can acce

Find out what might be happening if you can't subscribe or pay your current subscription to QuickBooks Online. Here are some troubleshooting steps you can take to resolve the problem: 1. Check that all credit card details including CVV are entered correctly in the payment page. 2. If your credit card is a new card replacing an expired card, check that your new credit card has been enabled for use. 3. Contact your bank to ensure that the bank allows recurring billing from an online merchant. If this is not enabled by the bank, monthly recurring payment for QuickBooks Online may fail. Important information Monthly subscription payments for QuickBooks Online are done automatically every month once you have saved your credit card detail in the Billing and Subscription section. Wire Transfers or cash payments are not available. If you nee to update payment information due to new credit card details follow these steps: Go to the Gear icon Select Account and Settings Select Billing and

If you find that your income and expense transactions are missing from your profit and loss report, there are a few things you can do to troubleshoot this issue. Check your accounting basis The first item that should be checked is how the accounting basis is set for the Profit and Loss report. Note: The difference between cash basis and accrual basis reporting is how the date is determined for reporting the income or expense. How to run a Profit and Loss report: Go to Business overview and select Reports (Take me there). Open the Profit and Loss report. Select the report period and set the accounting method to how you want the income/expense reported. Select Customise. In the Customise report window, select any additional information you wish to include. Select Run report. Things to know when you run a report: With invoices and received payments, the revenue information is contained in the invoice. With bills and bills payment, the expense is

At Intuit, we take performance seriously. However, if you're having speed issues with your QuickBooks Online there are several things that you can look at to ensure you're getting the most out of your user experience. Performance overview for QuickBooks Online Intuit expects the most-used pages in QuickBooks Online to load in 10 seconds, and we continually monitor our systems to ensure we are meeting this goal. While QuickBooks Online is a web-based service, it also relies on your computer or device’s processing power, the amount of available memory (RAM), and the bandwidth of your Internet connection to perform as intended. A shortfall in any area can reduce performance. Check that your system meets the basic requirements to help narrow down the reason for slow performance: System requirements for QuickBooks Online. How to improve performance There are a few things you should check to ensure you're getting the most out of your QuickBooks Online experience. Are you using Google Chrom

Learn how to check your scheduled transactions and add any that are missing. Do you want to check if your scheduled transactions ran successfully? We'll show you which report to run and what to do if anything is missing. Run a Recent Automatic Transactions report Review your transaction history by running the Recent Automatic Transactions report. Go to Settings ⚙. Under Lists, select Recurring transactions. Type Recent Automatic Transactions in the search box. Review this report for any missing transactions. Add a missing scheduled transaction If you find a scheduled transaction that didn't run, manually create it by using the template. Select Settings ⚙️.. Under Lists, select Recurring transactions. In the Action column, select the dropdown arrow. Choose the template you need, and select Use. Select Save to record the transactions.

To delete the transactions that appear in an inactive account, you need to do the following: Make the account active from the chart of accounts list. Delete the transactions in the account one at a time. Make the account inactive again from the chart of accounts list. Step 1: Make the account active Go to Bookkeeping and select Chart of accounts (Take me there). Next to the printer icon, select the Settings ⚙ icon, then check Include inactive. Locate the deleted account and select Make active. Step 2: Delete the transactions In the Chart of accounts list, locate the account and select Account history. Select the transaction, then Delete. Repeat for all other transactions. Step 3: Make the account inactive You can make the account inactive after deleting all the transactions. Locate the account in the Chart of accounts list and select the Action ▼ dropdown, then select Make inactive. Select Yes to confirm.  

A Balance Sheet report gives you a financial snapshot of your company as of a specific date. It calculates how much your business is worth (your business's equity) by subtracting all the money your company owes (liabilities) from everything it owns (assets): Assets - Liabilities = Equity Note: The total for equity includes your company's net income for the financial year to date. How to run a Balance Sheet report Go to Business overview and select Reports (Take me there). Select Balance Sheet. Tip: To see a higher-level summary, run the Balance Sheet Summary report instead. Differences between a Balance Sheet report and other reports You may notice that your Balance Sheet report doesn't match your other reports even after making sure that all the filters are the same. There are a few reasons why this occurs, such as: Your Balance Sheet report is a cumulative report that carries a beginning balance. In other reports, the date range you set only applies to net income and the s

Get help with common printing issues when using QuickBooks Online on a browser for Windows. If you're having trouble printing in Windows, don't worry. Here are troubleshooting articles to help you be able to print again. Using Safari in Mac? Find troubleshooting help here. Problem: My printed output looks wrong If the report header prints in the middle of the page: How do I clear the temporary Internet files and cache? Problem: I'm getting other errors and unexpected results when printing The printer icon is missing from the preview screen The screen is blank when printing in Internet Explorer Update, repair or reinstall Adobe Reader Troubleshooting steps for PDF printing issues

Occasionally, you may notice that one or more of your recurring transactions were not created. To fix this issue, follow the recommended solutions outlined in this article. Tip: For any templates that don't run, a quick way to create the needed transaction is to "Use" the template. Go to Settings ⚙. Under Lists, select Recurring transactions. From the list, find the recurring transaction. Select Use from the Edit dropdown. Review the transaction details and add more if needed, then select Save and close. This manually creates a new transaction from the template. Is the recurring template is set to scheduled? Recurring templates will only create transactions automatically when the type is set to Scheduled and the template has not reached its End Date or Maximum Occurrences. Go to Settings ⚙. Under Lists, select Recurring transactions. Find the template for the transaction that was not created and in the Action column, select Edit. Make sure the Type is set to Sched

Learn how to view a snapshot of your business finances. If you're looking for a quick snapshot of your business's health, look no further than your QuickBooks Online home page. Your home page displays basic information on the current status of your income and expenses. These values change displaying a real-time overview of your company's finances. In this article we'll quickly explain how these home page updates work. When you have a bank cash account, the homepage displays the balance from transactions that you enter. This means the balance is based on what you enter, not your actual bank balance. QuickBooks Online restricts the information it displays based on user access rights. If you set up users with limited access, their homepage snapshot looks different from yours — if it appears at all.

Cookies are text files stored on your computer by websites. Allowing cookies for QuickBooks Online helps save time as there is no need to re-enter your information on your next visit. Follow these steps to allow cookies for your browser. Note: To have the best and most secure experience with QuickBooks Online, use a supported and up-to-date browser. Please select the link for your browser and follow the steps to allow cookies: Accept cookies in FirefoxAccept cookies in Safari 11 or laterAccept cookies in Chrome Note: It's not necessary to close or reopen the browser after changing the settings. However, if you're on the You must enable cookies in order to continue screen when changing this setting, select the Back button to return to the login page and enter your password again.

QuickBooks Online Plus has a number of reports that will help you with your purchase orders. To run a purchase order report: Go to Business overview and select Reports (Take me there). From the Reports page, go to the Expenses and Suppliers section. Select any of the following reports to run or customise them: Open Purchase Order List Open Purchase Order Detail Other Purchase Detail reports Now you're able to run purchase order reports.

There are two ways to import your bank transactions to QuickBooks Online: file upload or bank feeds. We’ll show you how to resolve common issues with both. File Upload / CSV Import Check to make sure the CSV file is formatted correctly. Guidelines can be found in Import bank transactions from Excel CSV file to QuickBooks Online. If you can upload your CSV file, great! No further action is required. Want to connect your account via Bank Feeds? Check out Banking transactions to learn more. Bank Feeds Standard feed - To update QuickBooks with your transactions, you need to enter your bank credentials/One-Time-Pass-code. Troubleshooting steps will differ depending on the type of connection you are using. It's important that you select the correct connection type. More information on bank feeds can be found in our Banking transactions overview. Standard Feed Log in to your bank account directly via your bank website and complete the following steps: While logged i

There are five types of users you can add to QuickBooks. If you want to customise the access level of a user, you'll want to use Standard user. Keep in mind: If a user is set up with access to make changes to the company file, those changes are made viewable on the Activity Log. User Types Standard user - use this type to customise a user's access rights. (limited to only certain options; you cannot pick and choose from each section) Company admin - these users have all access rights within QBO and to any other services your company is subscribed to. Reports only (QBO 's version of Read Only access) Time Tracking only - they can see a special version that contains only time sheets and time reports for themselves. They have no access to any other feature within QBO. Accountant - every company is allowed one Accountant user Access Rights When you select Standard user, you can set them up with access to certain areas of your QBO. Here's the type of access rights

Learn how to enter your own exchange rates so you can use them for foreign currency transactions in QuickBooks Online Essentials and Plus. When you turn on multicurrency, you can use exchange rates from IHS Markit or your own exchange rates for foreign currency transactions. If you want to use your own rates, you can set them up so you can use them for one or more transactions. Here's how.  Note: If you use Simple Start, you can upgrade your QuickBooks Online subscription so you can easily track your multicurrency transactions. Learn more about exchange rates and how QuickBooks uses them for foreign currency transactions. Use your own exchange rate for a foreign currency transaction If you want to use your own rate for a foreign currency transaction, you can change the rate when you enter the transaction. Select + New, then select the transaction you want to enter. From the ▼ dropdown, select the customer or supplier. In the Rate field, enter

QuickBooks Online uses double-entry accounting, which means each transaction or event changes two or more accounts in the ledger. Each of these changes involves a debit and a credit applied to one or more accounts. For most transactions, the entries of debits and credits are handled by QuickBooks Online. However, understanding the ways debits and credits work will help you understand the basic functions behind transactions and what to expect when entering them. Debits and credits in QuickBooks Online This table shows how account balances are affected by debits and credits in QuickBooks Online. It can be useful if you have to create an adjusting entry or journal entry. Account Type Debit Credit Bank/Cash in Hand + - Accounts Receivable (Debtors, Trade and Other Debtors, Trade and Other Receivables) + - Other Current Asset (Stock, Undeposited Funds) + - Fixed Asset (Property, Equipment) + - Other Asset (L

When you delete a balance sheet account in your chart of accounts, it's made inactive instead, which is more like archiving. This allows QuickBooks to keep all the transactions on the account so you can restore the inactive account in the future. (This doesn’t apply to income and expense accounts.) We'll show you how to restore a deleted or inactive account and then how to correct the balance on a restored balance sheet account. Notes: If you're looking to make an account inactive rather than restore an account, here's how to make an account inactive in your chart of accounts. You can't permanently delete an account, except for merging one account into another. Restore an inactive account From the Chart of Accounts Go to Settings ⚙ and select Chart of accounts. Next to the printer icon, select the Settings ⚙ icon, then check Include inactive. Find the inactive account you want to restore. It will be marked with (deleted). In the Action

When generating a report, you may see a message at the bottom of your screen that says the following: Report too large to display. This happens when a report exceeds the size limits applied to reports generated within the program. What are the size limits when exporting a report to Excel? The following are the size limits for columns, cells, and data: Columns: maximum of 1024 columns displayed. (It's unlikely that you'll exceed this limit because it's based on the Excel column limitation.) Cells:  maximum of 400K cells with data. (Cells are defined as data that shows up on an individual cell once exported to Excel. Only cells that have data in them count toward the limit.) Data: maximum of 10MB worth of data. How do I fix a report that is too large to display? There are 3 steps that you can take to help fix a report that is too large to display in QuickBooks Online.  Step 1: Export your report into Excel A simple export usually works with display issues since Q

Do you want a report that shows both Debits and Credits for each transaction? Pull up a customised General Ledger report that will help you reconcile your monthly statements faster because it displays both debits and credits for each transaction. To customise a General Ledger report Go to Business overview, select Reports (Take me there), then enter General Ledger in the Find report by name field. Select the General Ledger report. Select Customise. Select Rows/Columns then Change Columns. Select the Credit and Debit checkboxes to add the columns. If you wish to see the current reconcile status for each transaction, select the Clr checkbox. Select Filter then choose Distribution Account. Select an account from the dropdown menu then choose Run Report.

You can easily print a supplier contact list in Quickbooks Online.   Here's how to print a supplier contact list: Go to Business overview and select Reports (Take me there). In the "Find report by name" search bar, enter Supplier Contact List. Select the Print icon under the Toolbar after the list comes up. Now you’re able to print a supplier contact list.