Skip to main content

SUMMER SAVINGS 90% OFF QuickBooks for 3 months* Ends 8/27

Buy now

Switch to QuickBooks and 70% off for 3 Months

Sign In
How It Works
Explore Products
Support
- Get Started
- Topics
- Training
  - How-to videos
  - Webinars
- Community
- Resources
For Sales: 1-844-841-4279

Sign In
How It Works
Explore Products
Support
- Get Started
- Topics
- Training
  - Tutorials (Videos)
  - QuickBooks Courses
- Community
- Resources
For Sales: 1-844-841-4279

Sign In
How It Works
Explore Products
Community
For Sales: 1-844-841-4279

Sign In
How It Works
Explore Products
Support
- Get Started
- Topics
- Training
- Community
- Resources
For Sales: 1-844-841-4279

Sign In
How It Works
Explore Products
Community
For Sales: 1-844-841-4279

Sign In
How It Works
Explore Products
Support
- Get Started
- Topics
- Training
  - Video tutorials
  - Certification and training
- Community
- Resources
For Sales: 1-844-841-4279

Sign In
How It Works
Explore Products
Support
- Get Started
- Topics
- Training
  - Video tutorials
  - Certification and training
- Community
- Resources
For Sales: 1-844-841-4279

Sign In
How It Works
Explore Products
Support
- Get Started
- Topics
- Training
- Community
- Resources
For Sales: 1-844-841-4279

Sign In
How It Works
Explore Products
Community
For Sales: 1-844-841-4279

Sign In
- QuickBooks Community
Community

Plans & Pricing
How It Works
Explore Products

Talk to Sales: 877-683-3280

Hours

Mon - Fri, 5am - 6pm PST
Sat - Sun, 7am - 4pm PST

Product support & help

Need help signing in?

Get Started
Ideas
Product Updates
Events
QuickBooks Support
Resources

Ask the Community
Login

Home
QuickBooks Q&A
Account Management

Account Management

Account Management

1,537 Topics
2,628 Replies

All Topics
Questions
Conversations
Ideas

1537 Topics

Account Management

I am an entrepreneur and I opened a small business 4 months ago. I don't have employees or any staff yet... can I start with the Self employed Plan and later maybe upgrade for the Essential?

No text available

71

Account Management

I did a trial with the Self-employed plan but I realized it will be more convenient to get the Easy Start subscription, how can I get it without loosing the information I already put on the trial?

No text available

11

Account Management

Where did my info go that was entered during my 30 Day Free Trial???

My husband and I subscribed for Quickbooks Self-Employed and we received the first 30 days free and then it said the next 3 months were on sale and then after that it would go to regular pricing... During the first 30 days, my husband entered in multiple invoices and billing information, received payments, and sent emails directly from the account. After the 30 day free trial was up, it didn't inform us, it just ended. So now when we login it says the account is inactive and none of his previous information shows up... My big question, HOW DO WE GET ALL THAT INFORMATION BACK?!? There is no way all of the just gets erased, that is people's work and career information entered.... Makes no sense!! AND i can't actually talk to a person for help, all i get is a robot so i am having a really hard time figuring this out! Someone please help us!!

31

Account Management

Am I able to access my profile URL to request reviews from clients before I've published my profile?

No text available

71

info-jeffreybuil

Account Management

Can you change email for subscription without going online from a computer?

No text available

21

arlene@fourthebi

Account Management

How Do you Edit the Product/Service Information?

No text available

51

weddingbella19-g

Account Management

I have a QuickBooks subscription that does not allow me to enter refunds.Do I need to upgrade my subscription? If so will my current subscription info still be there

No text available

01

qbcanada-megalod

Account Management

Trying to verify our bank account You system asks for user name/email and password. Our banking system uses a user name, PIN and Digital token. How do we verify?

No text available

01

Account Management

I prefer the old search. Before the QB Assistant. Is there any way to access it?

No text available

01

Account Management

In QBO how do I show the bank account with all the credits and debits if the client does not give you his login information?

No text available

01

jpiperni-kmeinco

Account Management

Hi there, whenever I try to make any changes in my Users & Settings I am always getting a message that states: "Please specify a valid EIN". and I can not save anything?

No text available

41

joedoucette_book

Account Management

Hi I’ve recently started the certification, and completed the first two modules videos, but they are still showing in progress, and I’ve watched the final videos 3 times

No text available

11

Account Management

When I add a new user as Admin, QuickBooks asking to verify my account, then the page is redirected to reset password, and back to the same cycle, without adding new user

I Tried many browsers, and many PC's, and got the same issue.

172

evelynpranger-gm

Account Management

I subscribed to a 7 day trial which has ended. Now i am being charged $19.78/month for QB online. I want this to stop.

No text available

31

Account Management

Is there an easier way to back-up my QBO data before cancelling the subscription? I'm closing my business and trying to avoid having to save individual reports. Thanks!

No text available

31

Account Management

Quickbooks keeps logging me out!!! I need to continually log back in, and it’s super annoying!!! It didn’t do this at the beginning!

No text available

61

Account Management

Can someone tell me how to upload QB off a thumb drive (received by Bookkeeping company) into my already existing QB

No text available

122

Account Management

I Can't see the menu bar at the top of the page, the one that shows "File" "Help" and the other options

No text available

31

avi-adamsandasso

Account Management

Merging QBO Certification

Hello, I previously completed a QB certification in a previous job. I believe it was QBO (not the advanced certification). However, once I moved on from that job, I lost access to that account. Now I've started a new job which recommends I get QB certified. While I could benefit from taking the certification exams again, I wanted to know if there is a way I could at least merge what I have previously completed (my certification) to my new account. Any help would be greatly appreciated.

21

Account Management

I need to change my gst number as I typed in the wrong number and it won’t show on my iPhone .. how do I do this from an iPhone ?

No text available

72

braddes-shaw-ca

Account Management

Im trying to set my company up as a Canadian company. When I go to put in address information. Can't choose Canada and can't preset Candian GST tax for my invoices?

No text available

52

Account Management

Hi i would like to change my company address.Every time i have tried it does not allow me to save it?

No text available

21

Account Management

Trying to update our company address, but Quickbooks keeps requesting I "specify a valid EIN"

Hello, I'm trying to get our new address updated on our account but Quickbooks keeps telling me that I need to "specify a valid EIN." There's not even a spot on the page to do so. How do I get our address changed?

31

Account Management

How can I see what our monthly subscription cost is?

No text available

21

jp11229-hotmail-

Account Management

Can’t see to find add accountant on qb self employed

No text available

41

Show more activity

Start a discussion

Need QuickBooks guidance?

Log in to access expert advice and community support instantly.

Sign In Sign Up

Powered by Gainsight

Terms & Conditions Accessibility statement

Products

Products
QuickBooks Online
QuickBooks Self Employed
QuickBooks Online Advanced
QuickBooks Live Bookkeeping
QuickBooks Desktop
QuickBooks Desktop Premier
QuickBooks Enterprise
Medium-sized Businesses
Checks & Supplies
QuickBooks Point of Sale
QuickBooks Time
See All Products

Features

Features
Track Income & Expenses
Invoice & Accept Payments
Maximize Tax Deductions
Track Miles
Run Reports
Send Estimates
Track Sales & Sales Tax
Manage Bills
Multiple Users
Track Time
Track Inventory
Manage 1099 Contractors
Pay Employees
Get Capital
Accounting Software

Resources

Resources
Resource Center
Product Support
Tutorials
Blog
Product License Agreement
Contact Us
QuickBooks Apps

Partners

Partners
For Accountants
For Developers
For Franchises

About Intuit Join Our Team Press Affiliates And Partners Software And Licenses

© 2026 Intuit Inc. All rights reserved

Intuit, QuickBooks, QB, TurboTax, Proconnect and Mint are registered trademarks of Intuit Inc. Terms and conditions, features, support, pricing, and service options subject to change without notice.

By accessing and using this page you agree to the Terms and Conditions.

About cookies | Manage cookies

Legal Privacy Security

Small Business

Small Business
Features
Plans and Pricing
Compare Products

Features and Benefits

Features and Benefits
Cloud Accounting
Invoicing
Accounting Reports
Inventory Management

Accountants and Bookeepers

Accountants and Bookeepers
Grow Your Practice Online Center
Offer Terms and Conditions

Learn and Support

Learn and Support
QuickBooks Online Support
Contact QuickBooks Online Support
QuickBooks Online FAQ
QuickBooks Accounting Glossary
QuickBooks Resources

About Intuit Join Our Team Press Affiliates And Partners Software And Licenses

© 2026 Intuit Inc. All rights reserved

Intuit, QuickBooks, QB, TurboTax, Proconnect and Mint are registered trademarks of Intuit Inc. Terms and conditions, features, support, pricing, and service options subject to change without notice.

By accessing and using this page you agree to the Terms and Conditions.

About cookies | Manage cookies

Legal Privacy Security

Products

Products
QuickBooks Online
QuickBooks Self Employed
QuickBooks Pro
QuickBooks Premier
QuickBooks Enterprise
QuickBooks Time Tracking
Mobile Accounting App
App Integrations
See All Products

Features

Features
Accounting Software
Accept Payments Online
Expense Tracker
Inventory Tracking
Invoice Software
Job Costing
Manage Bills
Maximize Tax Deductions
Mileage Tracker
Payroll Software
Run Reports
Time Tracking Software
Track Sales & Sales Tax
Move from Desktop to Cloud
See All Features

Resources

Resources
Small Business Centre
Product Support
Tutorials
Intuit Education Program
Contact Us
Find a ProAdvisor

Partners

Partners
For Accountants
For Developers

About Intuit Join Our Team Press Affiliates And Partners Software And Licenses

© 2026 Intuit Inc. All rights reserved

Intuit, QuickBooks, QB, TurboTax, Proconnect and Mint are registered trademarks of Intuit Inc. Terms and conditions, features, support, pricing, and service options subject to change without notice.

By accessing and using this page you agree to the Terms and Conditions.

About cookies | Manage cookies

Legal Privacy Security

Products

Products
QuickBooks Self-Employed
QuickBooks Online
QuickBooks Payroll
QuickBooks Online Accountant

Resources

Resources
QuickBooks FAQs
QuickBooks Small Business Tutorials
QuickBooks Self-Employed Tutorials
QuickBooks User Community
QuickBooks Webinars
QuickBooks Events
Switch to Quickbooks Online
Product License Agreements
Business Advice
ProAdvisor Certification

Developers

For Developers
Intuit Developer
Developer Community

About Intuit Join Our Team Press Affiliates And Partners Software And Licenses

© 2026 Intuit Inc. All rights reserved

Intuit, QuickBooks, QB, TurboTax, Proconnect and Mint are registered trademarks of Intuit Inc. Terms and conditions, features, support, pricing, and service options subject to change without notice.

By accessing and using this page you agree to the Terms and Conditions.

About cookies | Manage cookies

Legal Privacy Security

Fonctions

Fonctions
Revenus et dépenses
Déductions
Production de rapports
Devis
Ventes et taxes de vente
Factures à payer
Heures travaillées
Gestion des stocks
Rémunération des employés
L’ère de l’infonuagique
Accepter des paiements en ligne

Ressources

Ressources
Centre des petites entreprises
Soutien technique
Programme d’éducation d’Intuit
Trouver un ConseillerPro

Partenaires

Partenaires
Pour les comptables
Pour les développeurs (anglais)

À propos d’Intuit Nos offres d'emploi (anglais) Médias

© 2026 Intuit Inc. Tous droits réservés.

Intuit et QuickBooks sont des marques déposées d’Intuit, Inc. Les modalités, les fonctions, le soutien, les prix et les options de service et de soutien peuvent être modifiés sans préavis.

Conditions d’utilisation.

About cookies | Manage cookies

Renseignements juridiques Confidentialité Sécurité

Sign up

Already have an account? Login

Login with SSO

Sign In

Let's get you signed in

No account yet? Create an account

Login with SSO

Sign In

Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.

Enter your e-mail address

Back to overview