Account Management

Shahid-Raza

I understand that when you open your client’s company from your accountant account, the accountant bar is not appearing

when i open my client’s company from my accountant account, the accountant bar is not appearing

accounting687

Features not working in new update mobile app, even replying to community to get answers is not working and keeps telling me "Authentication Ticket Mismatched, failed"

I am a very heavy user of QuickBooks and I almost never use a computer. I use my Samsung S24 Ultra phone, and on it, I use both the app and the web version, depending on the situation. Let me start with the mobile app (which was great already before the update). 1. Downloading a PDF is not functioning. I download it and then try to open it, but there's no chance. It shows 0.0 KB on the PDF. I checked again, and now it's working (I hope it stays this way). 2. I'm trying desperately to add a "description item," just text as usual (nothing new or supernatural). Well, I can't. I tried working around that, and guess what? It still shows 0.0, 0.0, as if it's a sale product. I mean, it's just wording for the description, for example, "the below pertains to the main building." 3. I tried to insert a new item in between other items (above or below), but there's no way. It has to be only at the far bottom, and then I have to drag it. 4. I tried to find "convert to invoice," but there's no way. 5

seacanstorage-ic

This new update sucks! It does not pull any customers info properly from iPhone. Beta testing is definitely not complete, why is it released?

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rossinman546

How do I revert back to the older version (I'm using phone app). I would like to invoice the previous way.?

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patricia-thegeorgian

I need to access a closed account, how do I do that?

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DanielleHart63

Le forfait Démarrage prend-t-il en charge le suivi des factures?

Bonjour. J'ai besoin d'un forfait qui me permet de créer des factures, d'entrer mes dépenses de travailleur autonome, de créer des rapports sur l'état des résultats, des rapports sur le montant de la TPS/TVQ que je dois au gouvernement et de faire le suivi de mes factures envoyées pour obtenir mon revenu dans un rapport en fin d'année pour les impôts. J'utilise actuellement le forfait Plus, mais il y a beaucoup trop de fonctions que je n'ai pas besoin, alors je me demandais si le forfait Démarrage suffirait pour faire ce que je veux faire. Il me semble que oui, sauf pour le suivi des factures payées, je ne sais pas s'il le fait. Merci!

gmontemps-gmail-

Bonjour, Je souhaite mettre Pourboire en espèce dans le système de la paie mais je n'ai pas cette option. Est-ce que c'est une question de forfait? Qui peut m'aider?

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Raisedconcrete

Is there a way to revert back to an old version of the app? The new update is horrible, estimates now take over double the time to complete. Looking at other software now

The new update saves after every single input, which is great to fix a previous bug, but takes extra time before editing again. It also used to be easy to click on a customers name to access their info, send an email, text, etc. which I would do to ensure they knew the estimate was on its way. Now I have to go back to the main screen, look up their customer info to be able to do the same. Quotes now take twice as long to send out, this update is horrible and far from user friendly.

pascal13

I want to process my subcription payment through my bank account?

I want to process my monthly subscription payment through my bank acount

CK_001

How to Delete Accounts (Credit Card or Bank Account) from the Chart of Accounts as the Company Admin? I'm using Quickbooks Online Advanced

How to Delete Accounts (Credit Card or Bank Account) from the Chart of Accounts as the Company Admin? I'm using Quickbooks Online Advanced. It says the Company Admin should have the highest access to take action on this version of Quickbooks and it is not giving the Delete Function. I'm working on setting up the Chart of Accounts and setting up my books for the first time and I need to be able to edit and delete - NOT MAKE INACTIVE.  Most help articles are showing me features that aren't on my screen or are using inactive as a synonym of delete... I'm using Quickbooks Online Advanced which is not shown on the Product list. Please advise, thanks.

trodabbott

can i print off a subscription invoice

I want to print my invoice from Quickbooks for my monthly subscription

santosortega355

i want to up grade mu subscription but can't because i originally signed up with my iphone and the only subscription available on apple it's the $25 dollar option

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zayasyunior49

Inscripción porque no me deja Quisiera hacerlo para retirar mi facturas

Facturas

claudiu-tatar

How can I get a refund ? The system is crap, cant verify my CIBC banking information.

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PaulOK

Email offering free onboarding session

I received an email from [email address removed] offering a free onboarding session is this legit? They ask you to go into your quickbooks aappend hit the gears symbol to provide them with your Company ID ???

userentreprisesdelys

Je n'ai pas de lien pour la session de 9h30. Quelqu'un peut la partager?

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Dc-99

You saidHey im having trouble making a new invoice, it says thw name already exists. I have used the same name before and its fine, I did try changing thing

You said Hey im having trouble making a new invoice, it says thw name already exists. I have used the same name before and its fine, I did try changing things but it won't let me

davidplumber

je ne suis pas capable de rentrer donnee de facturation quand je clic sur produit le clavier aparais et disparais aussitot?

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Though I am set to have it time out after 3 hours, I have had Quickbooks sign me out early, even if I have been working on something.

Here is an example - I signed in at 11:16 am, I created an invoice at 11: 26 am and I continued adding to that invoice over time. I got kicked out at approximately 2:16 pm even though I was active within Quickbooks after I created the invoice at 11:26 am. Why is that happening? I lost the work I'd done on the invoice - and yes, I should have been saving as I go, lesson learned - but why, when I was actively using QB online - did it sign me out?

khadiamarie

Hi, I'm new. I've added two clients (without subscription) + My Clients aren't showing up in the "Go to quickbooks" dropdown and did not receive emails when i added them.

I've just completed the quickbooks proadvisor training, i've tried clearing my browser cache, changing to a different browser, nothing works. I am using QBO on a brand new, up to date, 2025 Macbook. I added my clients - everything I see online says that they should receive an email to create a password - but they have not. I see no other help for this issue. They have not added a subscription yet but my understanding is that I can still start their books. However I have no access. I've tried looking into them inviting me as their accountant but they dont have a quickbooks account yet, so they can't, right? I'm planning on adding one as a Ledger account very soon, but i'm unsure about quickbooks online already now with all the issues i've been having already, it hasn't been smooth. I also can't find anything out there with others having the same issue. On another note, I've changed to the newest version - but its not showing the way it's supposed to, it looks the same as the old version

jiaoyue

Hi, I already have a QuickBooks Online account in Canada with my email. Now I also need to set up for my U.S. company. Can I use the same email to manage both?

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gcm-inc

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