Account Management

I'm using the OAuth2 flow to login into a third party app. However after logging in (and still on the QBO authentication screen) I cannot continue if I don't setup "Payments". This screen is still on QBO for the avoidance of doubt, not from the third party application

  Whether you need a copy of your reports, contact lists, or other business data, QuickBooks makes it straightforward to export. Here's how to do it depending on which product you're using. QuickBooks Online There are two ways to export your data: Using the Export Data tool This is the best option if you want to download multiple reports and contact lists at once into a single Excel file. What you can export: Profit and Loss report, Balance Sheet report, Trial Balance report, General Ledger report, Customer List, Supplier List, and Employee List. Go to Settings and select Export data In the Reports tab, set your date range from the Pre-selected date ranges dropdown Add or remove items from the Reports and Lists tabs by turning them on or off Select Export to Excel Choose the folder where you want to save your file, then select Save Select OK to confirm You can customise your report before exporting if you only need specific data. If you need to export a different report, here's

We possibly have a bad leaver and they are the Primary admin in QB. I as the owner and Company admin can not see anyway I can remove their access , I can add but cant delete , sureley there must be a way

I have tried different browsers on my laptop, cleared cache, incognito mode etc. nothing appears to work.I am also not able to speak to anyone from QB as I can’t sign in…

Any ideas.

I am using an IMAC with macOS Monterey, logging in via safari. . Id be grateful for any help 🙏

  Just getting started with QuickBooks Online for your construction, trade, or contracting business? This thread is for you.   Whether you're a sole trader who's just switched from spreadsheets, or a growing company that's moved from a different accounting package, we'd love to hear:- What's going well so far?- What's taking longer to figure out than you expected?- Is there a specific construction workflow you're struggling to replicate in QBO?   Our community has a lot of experienced QBO users in the trades — ask your questions here and let's help each other out.  

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It keeps on saying can't find the company So I can't login online

Hi everyone,I’m hoping a moderator or a billing specialist can help me break a "logic loop" in the QuickBooks Online billing system.The Situation: I recently transitioned to a Limited Company and need to move my Payroll Core subscription from my personal card to my new business card. My most recent payment was declined on the personal card, and my account is now marked as "In Collection."The Issue: I am trying to do the right thing and pay my balance immediately with my new business card. However:When I attempt to update the payment method in "Account and Settings," the system throws a generic error and refuses to save the new card.I have contacted Support (Case #15159248225) and was told that because the account is "In Collection," the system locks the ability to change payment methods.Support advised me to "ensure my card details are updated" before the next automated collection attempt on May 13th, while simultaneously telling me the system will not allow me to update those details

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  Whether you need a copy of your reports, contact lists, or other business data, QuickBooks makes it straightforward to export. Here's how to do it depending on which product you're using. QuickBooks Online There are two ways to export your data: Using the Export Data tool This is the best option if you want to download multiple reports and contact lists at once into a single Excel file. What you can export: Profit and Loss report, Balance Sheet report, Trial Balance report, General Ledger report, Customer List, Supplier List, and Employee List. Go to Settings and select Export data In the Reports tab, set your date range from the Pre-selected date ranges dropdown Add or remove items from the Reports and Lists tabs by turning them on or off Select Export to Excel Choose the folder where you want to save your file, then select Save Select OK to confirm You can customise your report before exporting if you only need specific data. If you need to export a different report, here's

  If you've recently signed up and setup has been sitting on your to-do list, this is your nudge. We offer a free setup call where one of our team will walk you through everything at your own pace. No jargon, just practical help getting you up and running. Slots are available this week and next, book yours here   

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Trying to link account... everytime it says try again

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Lost 4 years accounts after being forced to use sole trader app. Can’t do tax return now!

I've got a client that's interested in adding payroll. QB only gives me a choice of Core or Advanced products, but the public website is offering the new Premium/Elite products. What is the transition path here?

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In currently on sole trader plus

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