Account Management

Recently I had to change work stations and reinstalled QB. My company has 4 licenses and the program is installed on 4 PCs but when I try to login at the new work station I receive an error about exceeded users. Are QB licenses being linked to the work stations they were installed on? I need some insight on how to fix this ASAP so I can access our company file again.

I can see them in under customers, but the name will not come up when I go to do an invoice.  Same with Chart of accounts I added a new bank I can see it, but I cannot post to it?

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while sending reminder to customer through quickbooks it shows from mail id is reflects (xxxxxxxxxx@xxxxxxxxxxxx.xxxxxx.xxx). How to change this to my company mail id. Please guide how to change from mail id in quickbooks

Adding another user

I have a specific need regarding recurring billing to my customers. I am not talking about recurring invoices. Pretty much like a subscription and you get charge monthly on your credit card.So basically I would levy the said amount each month on their credit cards and they'd receive an invoice. Is there a way to make these kind of billing to customers in QB? Thanks

I am trying to change my payment method however when i select "change payment method" and the card information pops up, it is defaulted as Zip code and State. There is no option to change to Postal Code and Province.I did not have this issue with my last payment card.

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The note says Complete some security steps for TD Easy Web ??

The first two items in the self paced study video for 2023 recertification are Batch Transactions and Spreadsheet Sync.  I cannot find either in QBO Accountant (Canada).  Where are they?

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I was trying to run payroll but getting this error "Update billing info to run payroll We were unable to charge your monthly subscription fee to your credit card." My Credit card is already charged but I get this error, does any one knows what's wrong ?I reached out to QBO Care for help , did screen sharing and explained error, more than 10 days are passed but problem is not solved and no communication from QBO. Did anyone faced this earlier?

Hello,  I have a company without Canadian taxes, no payroll. Want to use the US version of QBO due to the access to the 3rd party app that works only with US QBO. Is this possible?  Thank you!

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Hello! I have a question. Why is my accountant can’t see statement history, all time she can see only “your statements haven’t come in yet, but we are working on it”, but it can not refreshed. What is the problem? Thank you! 

I want to sync my accounts from an external service and import their invoices to the chart of account history (like transactions) but at the same time without creating a bill or invoice. They are requesting that invoicing is handled by them while at the same time the account balance will comprise all the invoice charges from their end. Is there something that can be used here? I tried creditmemo, purchaseorder but I wasn't able to get it to put the charges into the right account. If it can be done from Quickbooks Online, then I am sure I can replicate the process via the API, as that's what I'll be using. Thanks in advance.

I see that Roles with Customer User Permissions is now supported in Quickbooks Online Advanced, which is great to see.  But when I try to use a user with custom permissions in the iPadOS App, I receive the error below.  Is there a timeline on when this will be supported in the iOS app and not just through the web app? 

The details I add in the Pop-up are reflected on the main form, but it won't move past this.

I've heard others had the same issue... so why does Quickbooks still allow the service to be used?

quickbook desktop training

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