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Learn how to change the income account for any of your product or service items in QuickBooks Online. Need to use a different income account for your product or service item? Follow the steps below to change it in just a few steps and ensure your company has an accurate record of your transactions. Change the income account for your items Go to Settings ⚙ and select Products and services. From the Action column of the appropriate item, select Edit. From the Income account▼ dropdown, choose the account you want to use. Note: Can't see the account? Make sure the account's detail type is Sales of Product Income. Select Save and close. To check: Go to Settings ⚙ and select Chart of accounts. From the Action dropdown of the account, select Edit. Change the detail type to Sales of Product Income if necessary. Select Save and close. Note: You can only change the account for an item one at a time. Do you want to update past transactions? For service and non-stock it

QuickBooks Online does not have a specific Missing Cheques report that identifies all cheques sorted by number or one that lets you scan for missing or duplicate cheque numbers. However, you can easily customise the Account QuickReport for your bank account to help you find information about missing cheques. Note: This functionality is not available to Simple Start users. To create a missing cheques report: Go to Settings ⚙. Select Chart of Accounts. Locate the appropriate account in the list. Select the Account history dropdown list in the Action column. Select Run report. The Account QuickReport appears. Select Customise. From the Report period drop-down list, select All Dates. Select the Rows/Columns item to open the section. Select None from the Group by dropdown list. Select the Filter item to open the section. Select All from the Distribution Account dropdown list, and select the required bank account from the Acc

Learn how to use projects instead of sub-customers in QuickBooks Online Plus. If you currently use sub-customers to track customer jobs, you can convert them into projects and use the job costing features to keep everything in one place. Here's how to convert sub-customers, or move only specific transactions, into projects. Convert a sub-customer into a project Step 1: Turn on Projects If you haven't already, turn on the Projects feature. Step 2: Review your sub-customer settings Before you can convert a sub-customer, adjust these settings: Go to Get paid & pay and select Customers (Take me there). Find and open the sub-customer. If it's inactive, select Make Active. Select Edit. Make sure you select the Is sub-customer checkbox. Review and select the main customer. This is the account that's connected to the project. Select Bill with parent from the dropdown menu. Step 3: Check the main customer for the su

Learn how to get your data out of QuickBooks Online. There are a few ways to get your data out of QuickBooks. Many forms, lists, and reports have a download button. You can save copies of these onto your computer's hard drive. If you need to export more data, you have a few options. Looking to export data for anything including audit purposes to sharing it out to stakeholders? We have a new streamlined feature to simply download some of the most needed lists and reports to make this even easier. Looking for a continuous backup of your data? There are apps in the QuickBooks App store that provide this continuous backup.

If you followed the instructions in Manually upload transactions into QuickBooks Online, but you are not able to import your file, here are a few things to check before trying again. Incorrect mapping Make sure you have chosen the correct columns in the mapping stage. QuickBooks will not be able to read the data otherwise. To make the mapping stage easier, you can do the following: Delete columns you do not need from your CSV to avoid any confusion. The columns that are required by QuickBooks are: Date Description Amount Change the names of the columns in your CSV to match the titles in QuickBooks. Formatting Not all banks create their CSV files the same way, so you may need to make extra changes to get your transactions in. Here’s a few things to look out for: Currency symbols and commas: it is best to keep the amounts column as simple as possible. To change this, highlight the column in your CSV, right-click your mouse and select Format Cells. If the categor

Using keyboard shortcuts to speed up navigation within QuickBooks Online is easy. These shortcuts will work in the following browsers: Internet Explorer Firefox Chrome (except where noted) Note: Mac users can try these shortcuts using the CMD ⌘ key instead of Alt or CTRL when noted below. Keyboard shortcuts reference guide: Download or Access from within QuickBooks You can download and print a copy of the QuickBooks Online Keyboard Shortcuts reference guide. QuickBooks Online Keyboard Shortcuts for PC and Mac Users. Note: This reference guide is available in English only. You can access the quick reference guide within QuickBooks Online: To access this screen, simply hold Control + Option (Alt) + ? (for Mac). Keyboard shortcuts available in QuickBooks Online How to open a second window For Internet Explorer: Press Ctrl + N. (Note: You will be signed in to the existing company on both windows.) For Firefox: Press Ctrl + N. (Note:

Learn how to enter a split transaction in QuickBooks Online. When you enter a transaction into the account history, only one account can be associated with it. But if you need to list multiple accounts, here’s how. Record multiple accounts in a transaction Note: If you didn’t enter the transaction yet, it’s best to open the Invoice, Bill, etc. and associate multiple accounts. Go to Bookkeeping and select Chart of accounts (Take me there). Find the account for the transaction. Under the Action column, select Account history. Select the transaction, then select Edit. The entry screen for that particular transaction opens. Enter the other accounts to add with the amount. Note: The amounts for each account should add up to the total amount of the transaction. Select Save. The transaction now displays Split in account column.

You can assign a preferred supplier to specific stock items to save time when reordering those items and also create a purchase order using the preferred supplier you assigned. Note: Supplier specific stock items are only available in QuickBooks Online Plus. To add a preferred supplier You won’t be able to assign preferred suppliers if you have not yet entered them in QuickBooks Online. Here are the steps to do that: Select Settings ⚙ on the toolbar, then select Products and services. In the Products and Services screen, select New then choose the appropriate product type. Enter all necessary information. In the Preferred Supplier dropdown, choose the name of the supplier you usually purchase  items from. Select Save and close. To create a purchase order using your preferred supplier Here's how to create a purchase order using your preferred supplier: Go to Get paid & pay and select Products and services (Take me

Learn how to receive and record invoice payments in QuickBooks Online. In QuickBooks Online, you can record sales transactions in two ways. If your customer paid for the product or service at the time of the sale, you can create a sales receipt, which completes the transaction and records it in your books. But if your customer plans to pay you in the future, you can create and send them an invoice. When the customer makes a payment on the invoice, you need to record the payment in QuickBooks. This connects the payment transaction to the original invoice so your accounts stay balanced. Here's how to record invoice payments. Record invoice payments After you process a payment from a customer, you need to record it in QuickBooks so the invoice is marked as paid. Otherwise, the invoice stays open and remains unpaid on your reports. You can record the full or partial payment on an invoice. Here’s how: Record payment for a single invoice Select + New. Select Receive payment. Fr

Learn how pay rates, cost rates, and billable rates impact profitability. Pay, cost, and billable rates are important accounting terms. They tell you about the money coming in and going out of your business (cash flow). And together, they determine your profits. Here’s an overview of what they are and how you can manage them. Learn about cost types and terms What’s pay rate? Pay rate is the amount you pay a worker (employee or independent contractor) to do work for a set amount of time. This is also known as a wage. For hourly workers, the pay rate is their wage per hour. For salaried employees, the pay rate is usually calculated by month or year. Pay rate is only what you pay your workers. It doesn’t include the additional costs to your business such as benefits, overhead, or employer taxes. What’s cost rate? Employee cost rate is the total cost for an employee to do work for your business. This typically includes wages (“pay rate”), benefits, overhead, and taxes.

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Learn how to import your phone's contact list into the QuickBooks Online app. There's no need to add customers manually if they're already in your device’s contact list. In this article, we'll show you how to easily import contacts into the Quickbooks Online app. To import your contacts into the QuickBooks Online app using your Android device, follow these steps. Open the QuickBooks Online app. From the Menu ☰, select Customers. Select ⋮, then select Import device contact. Choose who you want to add, then select Done.

From the Menu ☰, select a transaction (Invoices, Estimates, Sales Receipts, Invoice Payments). Select Add Attachment. Select Create Note or Attach existing Note. For a new note: Write something and add an attachment (if applicable). For an existing note: Choose your note, then select Attach.

Learn how to add or edit a sales tax rate using the QuickBooks Online app. Do you want to add or change a sales tax rate using your iPhone or iPad? In this article, we'll show you how using the QuickBooks Online app. Add a sales tax iPhone From the Menu ☰, select Settings. Select Tax Rates. Note: If this is your first time, you'll see an introductory screen: select Add tax rate to get started. Select Add a new tax rate, then select whether that rate is Single or Combined. Select +, then select Single sales tax rate or Combined sales tax rate. Enter the following information about the sales tax rate: Single rate: Add the information for each component (Tax Rate name, Agency, and Rate). Combined rate: Add the information for each component (Combined Tax Rate name, Tax Rate Name, Agency, and Rate). Note: Combined sales tax rates can include new and existing rates. Select Save. iPad From the Menu ☰, select Settings. Se

After you turn on multicurrency (which you can do from a web browser by following the steps here), you can choose who pays you with a foreign currency. From the Menu ☰, select Customers. Fill out the customer's details. Under Customer pays me with, choose the currency. Select Done. Read more about multicurrency here. Note: Use the same steps to assign a foreign currency to a customer by selecting I Pay This Supplier With and then select the currency.

Learn how to enter a new tax rate for a transaction using the QuickBooks Online app on your Android device. Enter a new sales tax rate If during a transaction you need to change a sales tax rate, this can be be done easily before completing the transaction. Just set up a new sales tax rate in order to complete the transaction. Add a new sales rate while entering a transaction From the Menu ☰, select Estimates or Invoices. Select Edit ✎. Select Add Item, then select +. Select the Is Taxable checkbox, then select Add. Select Add Tax. Enter your tax rate info. Select Done. Your new sales tax rate will appear in your existing list of sales tax rates.

Learn how to add a note to a transaction using the QuickBooks Online app for iOS. It's easy to include a note with an existing transaction in the QuickBooks Online app. In this article, we'll show you the steps to do that using your iOS device. iPhone Here's how to add a note to an existing transaction on an iPhone. From the Menu ☰, select Invoices, Estimates, Sales Receipts, or Invoice Payments (whichever has the transaction you want to attach a note to). Select the transaction. Select Add notes or attachments. To create a new note: select Create Note. Write your note, then select Save. To attach an existing note: select Attach Existing note. Select the note you want to attach, then select Attach. To see the attached note, select ACTIVITY. iPad Here's how to add a note to an existing transaction on an iPad. From the Menu ☰, select Sales. To select the type of transaction, select Estimates, Invoices, Sales Receipts, or Invoice Payments from the drop-down ▼ men

Note: To see the tax override feature in the app, first go to QuickBooks Online on the web and create your tax codes in the company file. We refer to all taxes as tax. You'll see the taxes that apply for your locale (such as VAT, GST, state, provincial, and so on). You can edit the sales tax on an estimate, an invoice, or a sales receipt. Open an estimate, invoice, or sales receipt. Select Edit ✎, then select the Tax entry box. Change the tax amount, then select Done. The tax amount is not editable if you have not selected any tax from the Select Tax field, have not selected None when you chose a tax, or if the transaction belongs to an old tax model.

We'll show you how to use the QuickBooks mobile app to receive an invoice payment from your mobile device. iPhone Select Menu ☰. Then select the All tab. Select Invoice Payments. Select the customer who paid you. Select Edit ✎, then add payment details. The payment amount you enter is automatically applied to the oldest open invoice first, followed by the next oldest invoice, and so on. You can enter different amounts for any open invoices. Or choose the radio buttons to quickly auto-fill the balance due amounts. If the payment amount exceeds all of the open invoice balances, the Unapplied Amount is shown at the bottom of the page. When you're done, select Save. iPad From the Menu ☰, select Sales. Select +. Select Invoice Payment. Select the customer who paid you. Select Edit ✎, then add payment details. The payment amount you enter is automatically applied to the oldest open invoice first, followed by the next oldest invoice, and so on. You ca

Before signing into the QuickBooks Online app, open your device's password manager app and add your QuickBooks Online username and password. The next time you sign in to the QuickBooks Online app, you'll see the key icon where you enter your User ID. Select the key icon to open your password manager. Select the password manager icon. To access the password manager, enter your password or use Touch ID with your fingerprint. When the password manager opens, select your QuickBooks Online username.

Learn how the QuickBooks Online app works for you. The QuickBooks Online app is an essential part of managing your business. It goes wherever you go. We'll give you a quick overview of what you can do with the app. QuickBooks Online app benefits View business details on mobile Profit and loss. Overdue invoices. Account balances. Send invoices on mobile Send beautiful invoices with your logo and look. Send and track invoices in multiple currencies. Send invoices with a Pay Now link or accept payments directly on an invoice via credit card. Connect to your bank. Your transactions will import automatically so you can quickly review and match them. QuickBooks Online app and browser versions are in sync When it comes to the QuickBooks Online app synching up with the browser version, you should know: The QuickBooks Online app is always in sync with QuickBooks Online on the web. Any task you do or information you add in the app shows up on the

Learn how to update an invoice payment using the QuickBooks Online app. You can easily make changes to an invoice payment using the QuickBooks Online app. In this article, we'll show you how. iPhone: Change an invoice payment Here's how to update an invoice payment using the QuickBooks Online app on an iPhone. Select Menu ☰. Then select the ALL tab. Select Invoice Payments. Select the payment you want to edit. Select Edit ✎, then make your changes. Select Save. iPad: Change an invoice payment Here's how to update an invoice payment using the QuickBooks Online app on an iPad. From the Menu ☰, select Sales. Select the filter drop-down ▼ arrow and choose Invoice Payments. Select the payment you want to edit. Select Edit ✎, then make your changes. Select Save. Android: Change an invoice payment Here's how to update an invoice payment using the QuickBooks Online app on an Android device. From the Menu ☰, select Invoice Payments. Select the payment you want to

Learn how to import contacts from an iPhone or iPad into the QuickBooks Online app. There's no need to add customers manually into the QuickBooks Online app if they're already in your device’s contact list. In this article, we'll show you how to easily import them into the app. To import customers to the QuickBooks Online app from your iPhone or iPad, follow these steps: From the Menu ☰, select Customers. Select More Options ⋮, then select Import Customers. Choose who you want to add from your contacts. You'll see a tick next to each person or company you select. Select Add. Select OK when you see the Import Complete message.

Learn how to set up a PIN or Touch ID for your iPhone or iPad. Save time signing into the QuickBooks Online app by using a PIN or Touch ID instead of entering your username and password each time you log in. iPhone and iPad users can set this up by following the steps below. Set up App PIN iPhone Go to your device's Settings, then select App PIN. Slide the App PIN button to turn it on. Select and confirm the code you'll use to open the QuickBooks Online app. Things to know: You can turn App PIN functionality on and off as well as change your App PIN. If you forget your App PIN, simply sign in with your username and password, and reset your App PIN in Settings. If you have multiple devices, you can use different App PINs for each one. iPad Go to your device's Settings, choose Account, then select App PIN. Slide the App PIN button to turn it on. Select and confirm your digit code. You'll use this code to open the Qu

Learn how to approve bank transfer records from the bank. With online banking, you can easily accept bank transfer records from the bank. We'll show you how. You must have your bank account set up with online banking before you follow these steps. From the Menu ☰, select Transactions. If multiple banks are connected, select the bank you want. If the transfer to/from accounts are correct, swipe right to accept. Note: The transaction must contain tax. If updates need to be made to the transaction: Select the transaction. Update transaction details. Enter a note detailing why you updated the account. When you're done, select Accept.