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To merge one employee record into another, you simply have to edit the Display name as field of the employee you want to remove to exactly match the employee you wish to keep. Warning Merging can't be undone. You cannot merge employee records if they have payroll active. When you merge a list element into another one, you are deleting it from the database completely. Since the list element is not deleted until the nightly rebuild, the merged employee only appears after it is done. Go to Employees. Select the employee name you want to remove, then select Edit from the Action column. Change the First name and Last name fields to exactly match the employee you wish to keep. Change the Display Name to match the original name. Select Save. Select Yes to confirm that you want to merge the two employees. Now you're able to successfully merge employees.

Created an invoice without sales tax in QuickBooks Online? Don't worry, you can fix that by customising your report to show the invoice with the missing sales tax. Here’s how to correct an invoice created without sales tax: Go to Business overview and select Reports (Take me there). In the Search (Enter report name) field, type Transaction List by Date. Select Customise and select the correct date range. From the Rows/Columns dropdown, select Change columns, then select Tax Amount. Select Run report. Select each invoice that has no sales tax. Add the sales tax and select Save. Now you know how to correct an invoice created without sales tax.

If you click a button or link and nothing happens, that means that pop-up windows are being blocked. To troubleshoot this issue, please select the appropriate browser below, and follow the steps. Firefox (Windows or Mac): Check for pop-up blockers Select the Menu, then choose Options. The Options window will appear; select the Content tab. Go to the Pop-Ups section and uncheck the box or select the Exceptions button and add qbo.intuit.com as an exception. Select Save Changes. Once adjusted, log out, close Firefox, reopen it and log back in. Try accomplishing the task you were blocked from before. Things to consider: There are various toolbars that have their own pop-up blockers. The menu option or icons for the pop-up blocker will vary between different toolbars. Try hovering your mouse pointer over each icon; text should appear describing what the icon does. Normally, when you're hovering over the pop-up blocker icon, it will list the number of pop-ups blocked or curre

Learn how to change or set up messages to your customers, and also how to print a message on the statement. Change the greeting that is emailed with sales forms Go to Settings ⚙, select Account and settings, and then select Sales. In the Messages section, select the edit (pencil ✎) icon. Select Use greeting checkbox, then select your ideal greeting from the dropdown. Select the desired sales form type from the Sales Form dropdown: Invoice Estimate Credit Note Sales Receipt Statement Refund Receipt For the Email subject line and Email message, you can leave the verbiage that is provided in the box or type your own custom messages. If you would like to receive a copy, select Email me a copy checkbox. After you've made all the appropriate changes to the message, select Save. Select Done. Global message updates for invoice, sales forms, and estimates Here's how to set up or change the message globally for invoice & sales form or estimates: Go to Sett

Do you need help with QuickBooks Online? We're here for you! Contact support in product If you are signed in to your QuickBooks Online account: In your QuickBooks Online company, select (?) Help. Select either tab to get started: Assistant: Get quick, personalised answers. Select a suggested option, or type a question or topic you need help with. If you decide you need further help, you can still chat to a human. Search: Type a question, keyword or topic for QuickBooks Online self-help content or select Contact Us, type a question and Continue. Choose a way to connect with us: Start a chat with a QuickBooks support expert online. Ask the community to get help from businesses like yours. Support hours Simple Start, Essentials, Plus, and QBO Accountant users:Live chat is available from 9AM to 5PM GMT M-FQuickBooks Online Accountant Users: Get a call back from 9AM to 4PM GMT M-F Can’t get Signed in? If you still can’t sign in, select contact us and

When you use the Multicurrency feature, you can assign a currency to bank accounts and credit card accounts. Income and expense accounts always use your Home currency. Note: Make sure Multicurrency is turned on to add an exchange rate. The Multicurrency feature and foreign currencies are available in QuickBooks Online Essentials and Plus. Add a foreign currency account To add a foreign currency account to your Chart of Accounts, you must have turned Multicurrency turned on in your Advanced settings. (See How to turn on Multicurrency.) To add a foreign currency account: Go to Settings ⚙. Select Chart of Accounts. Select New. In the Account dialog, select the appropriate Account Type and Detail Type. Enter a Name for the new account and an optional Description. Select the currency to assign to the account from the Currency ▼ dropdown menu. Select Save and close. Track account currencies and balances The Currency column on the Chart of Accounts shows the cu

Expert only content ROW tag was added - republishing to see if derivative publishes.   Learn how to create home currency adjustments in QuickBooks Online. If you have accounts payable or accounts receivable in a foreign currency, you may need to keep track of the changes in exchange rates on your foreign balances. The effect of a home currency adjustment can be seen in accounts payable or accounts receivable as an unrealised gain or loss. Home currency adjustments can also be seen in other account types, like bank accounts, as a realised gain or loss. Note: Home currency adjustment is only available in QuickBooks Online Essentials and Plus. Home currency adjustments do no affect foreign balance accounts. You must have Multicurrency turned on to be able to create home currency adjustments. What is a home currency adjustment? Home currency adjustments change the home currency value of your foreign balances, recalculating them b

Under GDPR, individuals have the right to be forgotten. If your customer, supplier, or employee wants to be deleted from your QuickBooks, there are a couple of things to consider: You may have legal or business reasons to retain some or all of your records. You should consider consulting an expert to determine what records should be retained or what should be deleted. If you still think that deletion is the right decision for your business, we have instructions on how to manually overwrite data in your QuickBooks account. Note: The QuickBooks Audit Log may retain trace amounts of personal information stored in log files and logging data. The audit log is not editable in case it’s needed for audit purposes. For QuickBooks Online Customers Go to Get paid & pay and select Customers (Take me there). Select the desired customer. To change the customer's info, select Edit at the top. Replace their name with a unique name (e.g. DeletedCustomer1, DeletedCustomer2, etc.).

Once you have filed your tax return, QuickBooks marks it as Mark as filed. To unfile a tax return, you'll need to contact QuickBooks support. Unfiling a tax return can be difficult, and there can be room for error. To ensure your books stay accurate, we take care of this process for you. To unfile your tax return, please contact us and provide the following information: Your QuickBooks Online Company ID. The tax filing period you wish to unfile. The reason you need to unfile your tax. The unfiling process is carried out by the back-end team. During this process, all users must remain signed out (select Gear icon, then Sign out). Once the tax return has been successfully unfiled, our support team will contact you. Learn more about how and when you can contact QuickBooks Online Support.

Learn how QuickBooks uses exchange rates for foreign currency transactions. This applies to QuickBooks Online Essentials, Plus, and Advanced users. When you turn on multicurrency, QuickBooks uses exchange rates to get the home currency values of your foreign currency transactions. Note: QuickBooks downloads and uses exchange rates from IHS Markit. If you need to, you can enter and use your own rates. How QuickBooks uses exchange rates In QuickBooks, the exchange rate is the number of home currency units it takes to get 1 foreign currency unit. QuickBooks uses exchange rates to show how much a foreign currency transaction is in your home currency value. QuickBooks also uses exchange rates for your reports. It converts foreign currency amounts to home currency values so your reports include all transactions. This makes sure you have a better view of how your business is doing. Here’s an example of how QuickBooks uses an exchange rate on a foreign currency invoice: Foreign currency: Can

Learn how to activate multicurrency in QuickBooks Online. You may have customers, suppliers, or bank accounts that use currencies other than your home currency. Multicurrency lets you track transactions in those foreign currencies. In this article, we'll show you how to turn it on. And also explain what happens with home and foreign currency. Turn on multicurrency If you're ready to turn on multicurrency follow these steps. Warning: Once you turn on multicurrency, you cannot turn it off or change your home currency. Only turn it on if you have bank accounts, customers, or suppliers that don't use your home currency.    Go to Settings ⚙. Go to Account and Settings. Then go to Advanced. Select Edit ✎ to modify your currency settings. Choose the Multicurrency checkbox. Select Save and close. Home vs foreign currency Home currency Your current currency becomes your home currency. (The currency of the country your business is physically located.)

Learn how to move money from one company to another. If you have more than one business and need to transfer funds from one to the other, it is important to remember that you are recording a two-sided transaction — you are transferring funds out of one business, and receiving funds into the other business. Note: You should consult your accountant or tax professional to be sure you record these transactions in the correct accounts based on your specific circumstances. Although this transaction seems like a transfer, because both accounts are not in the same company files, these transactions have to be recorded as an expense or a cheque from one company, and deposited by the other company. In some circumstances, this may be a loan from one company to the other, so it may increase a liability account and create an asset in the other company rather than simply increasing and decreasing equity. Transfer funds To transfer funds to the other company: Select + New. U

Learn how to enter an opening balance for bank, credit card, and other types of accounts. Your accounts in QuickBooks need to match the real-life bank and credit card accounts you're tracking. When you create a new account in QuickBooks, you pick a day to start tracking transactions. Then, you enter the balance of your real-life bank account for whatever day you choose. This amount and start date set the account's opening balance. Tip: QuickBooks tracks all of your opening balances for all of your accounts in an Opening Balance Equity account. This makes it easy to go back and look at what you entered later on. Here's how to enter the opening balance for accounts you create in QuickBooks: Enter opening balances for bank and credit card accounts connected to online banking If you connect your bank and credit card accounts, QuickBooks automatically downloads your historical transactions up to a certain date. It totals them up and enters the opening balance and date for you. You don't nee

Learn how to assign a foreign currency to your customer in QuickBooks Online Essentials and Plus. Does a customer use a currency that's different from yours? If you’ve turned on Multicurrency, you can add the customer to QuickBooks and choose their currency. This lets you record transactions in the currency they pay you with. Here's how to assign a foreign currency for a customer. Or, get to know more about Multicurrency. Assign a foreign currency to a new customer Go to Customers & leads and select Customers (Take me there). Select New customer. In the Customer information window, fill out the needed information. Select Payment and billing. In This customer pays me with field, select the customer's currency. This is the currency that the customer uses to pay you for products or services. Select Save. Change the currency for an existing customer Once you add a customer and record transactions with them, you can't change the currency in their profile. However, if you

Looking for a list of supported currencies in QuickBooks Online? This article has all the information you need. Before proceeding, here are a few pointers: Multicurrency must be turned on in order for you to access other currencies. Once you turn this feature on, you cannot turn it off so you should only turn it on if you have a need for it. Need help deciding about multicurrency? Multicurrency is only available in Essentials and Plus. List of supported currencies Currency Currency AED UAE Dirham LKR Sri Lankan Rupee AFN Afghan Afghani LRD Liberian Dollar ALL Albanian Lek LSL Lesotho Loti AMD Armenian Dram LTC Litecoin ANG Dutch Guilder LYD Libyan Dinar AOA Angolan Kwanza MAD Moroccan Dirham ARS Argentine Peso MDL Moldovan Leu AUD Australian Dollar MGA Malagasy Ariary AWG Aruban Florin MKD Macedonian

If the opening balance for one of your accounts is wrong, you can edit it through the Account history for the account. To edit a wrong opening balance: Go to Settings ⚙️, then select Chart of Accounts. Locate the account, then go to the Action column and select Account history. Find the opening balance entry. Tip: If you've got the Date column sorted from newest to oldest, the opening balance entry may be at the end of the list. Select the opening balance entry. Edit the amount. Tip: If you're not able to edit the amount directly on this screen, in some cases you can edit by selecting the Edit ✎ icon. Select Save. Your change will not be saved if you navigate away from the register without saving. If there isn't already an opening balance listed and you want to enter one, see How to enter an opening balance for an existing account. If you're trying to edit an opening balance when reconciling an account in QuickBooks Online with your bank or credit card statement,

If your customer has different addresses for billing and shipping purposes, we’ll show you how to add the shipping address to your customer’s profile, and how to turn on the setting to display shipping information on invoices. We’ll also show you how to create an invoice that displays both the billing and shipping addresses.  Note: The shipping fields will not print on the invoice if you check the Same as billing address option or the Shipping address is exactly the same as the billing address.  As a workaround, you can enter a shipping address that is one character different from the billing address. Add a shipping address to your customer's profile Go to Get paid & pay and select Customers (Take me there). Select the name of the customer you want to edit. Select Edit. Under Shipping address uncheck the Same as billing address checkbox. Enter the Shipping address. Select Save. Add the shipping address to invoices Now that you’ve updated

Learn how to undo or unmatch transactions downloaded into QuickBooks Online. Whenever QuickBooks downloads new bank and credit card transactions, it matches them with transactions you’ve already entered. If it can't find a match, it creates a new record for you. All you have to do is review and approve the work. Occasionally, you may match the wrong transactions or categorise them into the wrong account. Don't worry. You can make changes after your review. Here's how to undo, unmatch, or move downloaded transactions to another account. Important: If you already reconciled the transaction you want to unmatch or change, reach out to your accountant for advice. This type of change can have a big impact on your accounts. Your accountant can help you unreconcile the transaction and make corrections. Unmatch a downloaded transaction Did you match a downloaded transaction with the wrong one? Follow these steps: Go to Bookkeeping, select Transac

Quickly troubleshoot common printing problems when using Safari in Mac OS X with these easy steps. Note: These troubleshooting steps apply to Safari 11 or later. When I print my invoice the right margin is being cut off If you find the right margin of your invoice is being cut off during printing, adjust your printing setup and alignment in QuickBooks Online. If that doesn't fix the issue, check your settings in Preview. How to check your settings in Preview: Select Sales or Invoicing. Select an invoice to print. Once it's opened, choose Print or Preview. On the print preview screen, select Print or press Command-P. Choose Show Details to adjust print settings. Go to the Orientation section and make sure the scale is set to 100%. Make sure the ▼ drop-down menu has Paper Handling selected and that Scale to fit paper size is unchecked. Make sure the border is set to None. Third-party PDF plug-ins If you have third-party PDF plug-ins installed (including Adobe'

Have a product suggestion? Do you want to provide feedback to make the program better? You've come to the right place! Send your feedback within your QuickBooks Online company file: Select the Gear icon at the top, then Feedback. Enter your comments or product suggestions. Then select Next to submit feedback. Your valuable feedback goes to our Product Development team to help improve your experience in QBO.

You can access QuickBooks Online on your iOS (Apple) or Android devices. For best results on your mobile device when using a browser, use the following: iPhone / iPad iOS 11.1 or newer. Safari browser with Private Mode Off to allow cookies which are required for QuickBooks Online. Other browsers such as Chrome, and Dolphin are not supported on iOS, but may work. Android smartphones and tablets Nougat 7.1.1 or newer. Chrome browser. Other browsers such as Firefox, Opera, and Dolphin are not supported, but may work. Notes about Surface/Windows Phone 8 Microsoft Edge browser works on Surface. Windows Phone 8 is not supported and will not work. Looking for an app instead?  See  QuickBooks Online mobile app for information on apps that are available for download.

QuickBooks Online makes finding transactions quick and easy with the search function. Note: If you need to find transactions in your account history, see Find a transaction in Account history. Search for transactions using the magnifying glass Select the Magnifying Glass. Enter the date, amount, or transaction number you’re looking for, then select the desired transaction. If the transaction you're looking for does not appear on the results list, select Advanced Search. Adjust the filters to find the type of data you want. For example, use the following filters to find all transactions from the past 30 days with a value of $100. Change Reference no. to Last Modified Date. Change Today to Past 30 Days. Select Search. This should give you a list of transactions that meet your filter criteria. Narrow the list by changing Last Modified Date to Amount. Choose Equals from the second ▼ drop-down menu, then type 100. Select Add Filter.

In the same way that your customers and employees trust you with their information, Intuit is committed to securing your information by providing advanced security tools and systems. We want to protect your account by making sure it's really you. What is multi-factor authentication? You don’t have to set anything up for multi-factor authentication. Multi-factor authentication is a security enhancement on top of the usual password requirement. When you log in, we'll send you a one-time confirmation code by email or text message. This provides extra protection against password theft.  What is two-step verification? You can choose to set up two-step verification for your account. Two-step verification is a setting in QuickBooks Online where you need to verify, using a code sent to your mobile phone, that you're the one accessing your account. This disables the usual multi-factor authentication. Set up two-step verification Sign in to your Intuit account. Select Sign in & secur

Learn how to send your customers an invoice with WhatsApp from your computer. Sending invoices over WhatsApp is a great way to reach your customers, and it can help you get paid faster by meeting customers where they’re at. Here’s how it works in QuickBooks Online. How to send an invoice with WhatsApp Use these steps to share an invoice with WhatsApp on your computer. On your computer, open QuickBooks Online and create an invoice. When you’re ready to send the invoice, select the small arrow icon next to Save and send. Select Save and Share (WhatsApp) . Enter your customer’s email if there wasn’t one on the invoice already. This doesn’t affect where your invoice goes but it is required to create the invoice. Enter the message you’d like your customer to see in WhatsApp. Select Share and Close. A new tab will open for WhatsApp Web. If you need to sign in, you’ll see on-screen instructions for how to use your mobile device to help you sign in. Select a contact to send the invoi

When you run a reconciliation and it doesn't balance, you have the option to create an adjusting entry. Once an adjustment is accepted and created, the Memo field displays Reconcile Adjustment. To view, edit, or delete an adjustment at a later time, you can either use the Search function or run a report. Use the Search function You can use the Search function to locate all reconciliation adjustments. Select the Search icon in the toolbar. Select Advanced Search. Select All Transactions from the field next to Search. In the first criteria field, specify to search by Memo. In the second criteria field, choose the Contains option. Enter Reconcile in the Enter Memo field. Select Search. The Search function searches for any transaction with a Memo field that contains the word Reconcile. The list of results contains all of the reconciliation adjustments that have been created in date order, starting with the most current. Run a Transaction List by Date repo