Help Articles

Learn what to do if invited users did not receive, or can't find, your email invitation to use QuickBooks Online. Have you invited a user, but they didn't receive their invitation or their invitation is missing? If so, we'll help you find out what's happening and resend the invitation. Why aren't my invited users receiving their email invitations? The invitation might be in their junk or spam folder. The company’s email address is incorrectly formatted in Company settings. The recipient’s mail servers might be blocking the email. The invitation may have already expired. Email invites expire after 48 hours from when it was sent. Tip:  If the invitation email can’t be found or has expired, resend the invitation by following the steps found below in  How to resend an invitation email. Resend an invitation email Step 1: Check if your email address is correct Go to Settings ⚙. Under Your Company, select Account and Settings (or Company Setting

Find your device below for information on how to download a QuickBooks Online app. You can also access QuickBooks Online without an app by using the browser on your device. iOS app To download QuickBooks Mobile App: Open the App Store on your device and search for QuickBooks Online. (It may not be available for some countries). Select Free, then Install. If you are already signed up for QuickBooks Online, use the same user ID and password to sign into the app. You may be asked to confirm a one-time confirmation code to confirm your identity. Once confirmed, you can continue into your account. Note: If you're having problems signing in to the app, make sure you're using the same credentials you used when signing in on a web browser (if you're already subscribed to QuickBooks). If you need more help, use the "I forgot my User ID or password" link in the app or contact our support team. Now you know how to download the QuickBooks Online mobile app.

Learn how to customise reports for your firm and clients. In QuickBooks Online Accountant, you can create custom reports for your firm. Customising lets you change the layout, add rows or columns, or filter for specific data. You can customise existing QuickBooks reports, or use a Custom Summary report to start from scratch with no data. Here's how to customise reports for your accounting team in QuickBooks Online Accountant. Tip: You can also go to your client's company and follow these steps to customise their reports. Customise a report for your firm You can modify existing reports to get started: In QuickBooks Online Accountant, go to the Reports menu. Go to the Standard tab. In the search field, enter the name of a report. Or, select and open one on the list. Select Customise. In the customisation window, you can decide things like the reporting period, accounting method, and much more. Set the format and accounting method in the General section. Add or remove rows and co

If you use QuickBooks Online Plus or Essentials, you can create your own custom fields on invoices, quotes, sales receipts, refund receipts, and credit notes. In QuickBooks Online Plus, you can also create custom fields for purchase orders. This gives you more flexibility to add custom data and drive insights through detailed reports. Set up custom fields to appear on sales forms Note: QuickBooks Online Plus and Essentials are limited to 3 custom fields on sales forms. Go to Settings ⚙, then select Custom fields. Select Add field. Enter a name in the Name field. Select the All Sales forms checkbox. If you want the custom field to appear on printed and delivered forms, turn on the Print on form switch. Otherwise, it will only be visible in QuickBooks. Select Save. Set up custom fields to appear on purchase orders To use custom fields on purchase orders, you’ll first need to turn on the purchase orders setting. Notes: QuickBooks Online Plus is limited to 3 custom

When you run a Profit and Loss report using the cash method, you may see Unapplied cash payment income.  This account is created by QuickBooks for proper tax reporting. Unapplied cash payment income may appear on your report if: A customer prepaid you and you recorded the payment before creating the sales form (invoice or sales receipt). You entered payments without matching them to sales forms. The following steps will help you resolve Unapplied cash payment income on your Profit and Loss report.  Step 1: Run the Open Invoices report To run the open invoices report: Go to Business overview and select Reports (Take me there). In the Find report by name field, enter Open Invoices Set the report period, then select Run report. In the Transaction Type column, locate a transaction listed as a Payment. If that Payment transaction matches an open invoice, go to Step 2. If you don’t see a matching open invoice, go directly to Step 3. Step 2: If the Payment tran

The deposit detail report only shows deposit transactions. Since the invoice is not a deposit transaction, the deposit entry on an invoice will not show up in the report. Group the deposit with other undeposited funds To make a deposit entered on an invoice show up on the deposit detail report, you need to first group the deposit with other undeposited funds: Open the invoice with the deposit. Select the Deposit to dropdown and choose Undeposited Funds. Select Save and close. Create the deposit The next step is to create a deposit: Select + New. Under Other select Bank deposit. Under Select the payments included in this deposit, select the deposit entry on invoice and other undeposited payments. Select Save and Close. You will then need to run the deposit detail report. Once you do, you'll see the deposit on the report.

Applying a journal entry credit to an invoice is useful for times when you need to update an open invoice. But before you can do this, you need to create a journal entry using Accounts Receivable as the associated account, and select the customer's name from the Name column. (Not sure how to create a journal entry? Check out this helpful article: How to create a journal entry in QuickBooks Online.) Here's how to apply a journal entry as a credit to your customer's open invoice. Select + New. Select Receive payment. Under Receive Payment, select the customer. Make no entry on the form. Under Outstanding Transactions, select the invoice. Under Credits, select the journal entry to be applied as a credit.(Note: The Credits section only appears if there is an unapplied customer credit. Make sure to record the journal entry correctly.) Select Save and close or Save and new. Now you're able to easily apply a journal entry credit to an invoice.

QuickBooks Online lets you add attachments to customer and supplier profiles, as well as their transactions. This allows for more organised recordkeeping. It can also help your accountant manage your books at the end of the financial year. Transactions that support attachments Attachments can be added to any of the following transactions: Bills Cheques Credit Card Credit Note Customers Delayed Charge Estimates Expenses Invoices Receive Payments Refund Receipt Sales Receipt Suppliers Supplier Credit Important: Attachments can't be attached directly to list items, such as Accounts or Employee Names. Also, attachments can't contain special characters in the file name. Learn more about special characters in QuickBooks Online. Supported attachment file types To protect the security of your QuickBooks Online account, the following file types are supported for attachments: PDF JPEG PNG DOC XLSX CSV TIFF GIF XML How to attach a document For a suppl

In the Chart of Accounts, all parent accounts and their subaccounts must have the same account type. If you need to change the type of account for an entire group, you must start with the subaccounts, reversing their subaccount status and then changing their account types. You can then change the account type of the parent account. Once all of the accounts reflect the new account type, you can link the subaccounts back to the parent account and return them to subaccount status. Warning: When changing account types, certain restrictions may apply. Change account types To change the account type of the accounts, start with the subaccounts, and then, when all of them have been changed, change the parent account: Go to Settings ⚙. Select Chart of Accounts. Locate the first subaccount to change. From the Action column dropdown menu, select Edit. Clear the Is subaccount checkbox. Select the new Account Type from the dropdown menu. Select the appropriate Detail

  Welcome to your Irish Quickbooks Online Community!    We’re here to get you the help you need, when you need it, so that you can get back to business. We’ve put together a list of FAQs from Irish customers that answer your most asked questions from the last quarter.   Help, I can’t sign in We know how important it is to get the help you need, especially if you are having trouble signing in. These  troubleshooting steps will help you get you back on track.    I invited a user, but they haven’t received an email invitation? Sometimes invitations can get misplaced. First, have the user check their junk folder. If the invitation is not in their junk folder, get them to add Intuit's service email addresses in their email's list of accepted senders. If they are still not receiving the email, go to the gear icon, manage users, delete the user. When you re-send the invite, ensure all the spelling is correct. If you are still having trouble adding your user

Learn how to add paid and unpaid invoices to projects in QuickBooks Online Plus or Accountant. Once you’ve set up your project, creating new invoices to add to a project is simple. But take care with existing invoices, especially invoices that are already linked to a payment. Editing invoices that are linked to payments will disconnect the payment. Don’t worry. We’ll show you how to add paid and unpaid existing invoices to your project and how to reconnect the linked payments. Add unpaid invoices to a project The best time to add existing invoices to projects is before they’re linked to a payment.Here’s how to add an unpaid invoice in QuickBooks Accountant: Go to Bookkeeping, select Transactions, then select All Sales (Take me there). Find and select the unpaid invoice. Select the Customer ▼ dropdown. Then select the project.  Select Save. Learn more about paid invoices before editing When you add a paid invoice to your project, the invoice disconnects from the attache

Learn how to build charts to see your business performance in QuickBooks Online Accountant. Every business tracks unique metrics to measure its performance. Create custom charts to track what matters most to your business. You choose the metric and the specific data the chart will include, like products, services, and locations. For some charts, you can even compare your numbers to other businesses in your industry. Here’s how to work with custom charts. Step 1: See your charts in the Performance centre The Performance centre shows all your charts in one place. To see it: Go to Business overview and select Reports (Take me there). Select the Performance centre tab. When you first visit the performance centre, QuickBooks has built-in charts ready for you. You can customise them to meet your needs. Step 2: Create a new chart You can track one metric in each chart, and create up to 25 charts. You can make charts to track these metrics: Expenses Revenue Gross profit Net profit

The VAT  rate in Ireland is changing from 23% to 21%. QuickBooks sets the VAT items that are used most often where your business is located. However, for this VAT change, you will need to create a temporary VAT code and associated VAT items.  Create a new VAT Code and VAT Items To create a new VAT code: From the toolbar select VAT and VAT Code List Next select VAT Code and New Enter the new VAT code ID, eg S21 Next, enter a description and make sure tax is enabled Before we select OK we need to create the new VAT items. Follow this process for both your purchase and sales VAT items: Select the purchase/sales drop-down  and ensure VAT Item is selected Enter a VAT name. This name appears as one of the choices in the Tax field on your sales forms. The name may be seen by your customers on invoices or other forms. It's helpful for the name to indicate the VAT return line (Optional) Enter a description. The description is for your o

Learn how to create invoices from project expenses in QuickBooks Online Plus. Once you set up Projects, you can invoice customers for specific project-related expenses (including timesheets). You can use these steps whether you’re charging customers for time and materials, or a fixed fee. Step 1: Decide how you’ll charge for projects If you charge for time and materials, you usually invoice customers for specific project expenses and hours worked. You’ll need to make your project expenses and timesheets billable so you can add them to invoices. If you charge for a fixed fee, you typically don't invoice for specific project expenses. Instead, you send customers a quote for the entire project. You can convert the quote into an invoice when the work begins. However, there may be times when you need to charge for specific project expenses. A common example is when customers ask for extra work outside the original project plan. Step 2: Turn on billable expenses If you haven’t alre

The method for entering outstanding balances for customers and suppliers depends on when you started using QuickBooks Online. Generally, it depends on whether they had balances before your QuickBooks Online start date, or after your start date. Note: If you want to keep track of individual sales or bills that make up your customer and supplier opening balances, enter each unpaid invoice and unpaid bill instead of entering a total balance for each customer and supplier. Setting up a customer opening balance Go to Get paid & pay and select Customers (Take me there). Select New customer. Enter customer information. Go to the Payments and billing tab, then enter Opening balance and as of date (most likely the date you started your QuickBooks Online account). Select Save. Note: In QuickBooks Online, it’s important to enter an opening balance when you set up a customer as it is not possible to edit the customer opening balance once you begin pos

Learn how to use SmartLook to open Glance and share your screen when you're on a support call. SmartLook is a set of support features that provide a more interactive support experience during a call. You can utilise the co-browse, screen share, and one-way video interaction features when you're on the phone with our support team. Learn more about SmartLook features What is co-browse? Co-browse allows Quickbooks support agents to view only pre-selected web browser windows on your computer and interact with the screen in real-time. Their access is limited only to what’s in the web browser and only the pages you want them to see. Support agents can't open browser tabs or view anything else on your computer. What is desktop screen share? Screen share allows support agents to view your entire computer desktop, rather than just a designated web browser windows in co-browse. Support agents are able to see whatever you have on your desktop during the session. What is a one-w