Account Management

  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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This is the message that popped up after i had to mess around for 5 minutes to make a simple invoice... why do you persist on changing a simple platform to make it more difficult every month.... the people "YOU THINK" you are providing a servid to are hard working business owners... not degenerate "Digital Creators" like your peers... STOP WITH YOUR BS.... Tell me how to change back to a more normal easy on the eye invoicing platform...

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Is nobody else disgusted by this TWENTY PERCENT INCREASE in subscription ??? Id love to be able to increase my prices by 20% - Now im going to look into alternative's, I'm already hating the last user interface update - it was just about useable before but now you've hidden files in files - absolutely stupid and makes my workload increase whilst extorting more money from me

Where is the function to invite an accountant on the Sole trader plus subscription

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core payroll problems

Immediately

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It has been impossible to log in to my self employed account on the QB website for over a week. Any help would be appreciated.

My bank transactions have not updated in QB since I upgraded but it seems to be connected to my account OK