Help Articles

Now that we FINALLY have a Due Date box on the PO page which actually displays on the final form. It appears the American coding team can’t get to grips with how the rest of the world uses the date format DD/MM/YYYY. Even though on the web page for is correct it prints them out incorrect, see attached. Yes I’ve sent feedback in but I’m hoping other users find this is they too come to complain or find a solution as it appears there isn’t one.    

Intuit AI Agents are the future of small business operations, acting as your dedicated digital teammates to help you navigate the complexities of running a business. Working continuously in the background, agents proactively identify crucial insights and carry out tasks for you. This is always done only after you have given your explicit permission.    Each agent is an expert in a specific domain, making a different part of your business easier and faster to run. They can create content, strategize, plan, and execute complex business workflows, ensuring you maintain control while accelerating growth.   Your Specialised AI Agents Here is how each agent steps in to simplify and automate crucial business functions:   The Accounting Agent: Your Accuracy & Efficiency Partner Your Accounting Agent is designed to deliver "done for you" accounting experiences, dramatically reducing the time and effort needed to maintain complete and accurate financial records.  

  Welcome to the QuickBooks Community, we are proud of our little corner of the internet, and want to help you find everything you need here. Think of this page as a digital roadmap to all of the great resources available to you on this site. Of course, you can just jump right in and start exploring, but if you want a little guidance on what is available and shortcuts to take you there, keep reading.       The first stop is our Community home page. You can find our Help Articles, Getting Started, & VAT articles here.  You can get there by clicking the links above, or if you are out in the Community, simply click on any of the three options you see in the centre of the home page.       Pro Tip: Once you have landed on any of these three pages, make sure to use the dropdown to choose your QuickBooks product.  This will filter all help articles to only that product - so you know that you are getting the right information for yo

  The sign-in experience for the QuickBooks Community uses the same single sign-on process as the QuickBooks Help site. This experience allows for more personalisation and is a great feature to have available for our Community members!   Since the SSO experience is integrated across both the Community and the Help site, when you sign in to either, you'll be signed in to both.     The sign-in process is easy: Enter your email address (this should be your Intuit account email - the same one you use for QuickBooks.) If this is your first time logging in, you will be prompted to enter your password. (Again, you use the same one as your other Intuit accounts.) If you have visited the Community before and have the "Remember me" box ticked, you just have to enter the validation code we send instead of your password.   And that's it!     After you have logged in, the most visible change is that your icon no longer appears to the left of the flag icon in

  Hello and welcome to your Community!   Whether you’ve found your way here from the Help menu inside your product or stumbled on a helpful article from the web, this is the premier place to gain QuickBooks knowledge and discuss your business or ideas. Tell us about yourself Your Member Profile is a great place to talk about your company, specialities, or the products and services you offer. Don’t be afraid to include social media or blog links as well so the Community can see what you’re about!   From anywhere in the Community, click your avatar in the top-right and select: Go to My profile, and click Edit next to your username.  From here, you can add an Avatar picture, fill out your Biography and online presence, and let the world know your business’s vision.      Keep in mind however, that any and all content you post on the Community is viewable publicly. So make sure you are not sharing any personally identifiable information such as email a

QuickBooks Online now offers an integrated platform designed to streamline your financial management. This comprehensive experience provides an all-in-one view of your business' health, enhanced by artificial intelligence (AI)-driven financial insights and simplified navigation. It centralises all your essential tools and services for peak efficiency. In this guide, we'll explore key features that empower you to customise your QuickBooks Online dashboard experience and get the most out of your financial data.   You know what data you need to see the most, which is why you're in control of your dashboard. Tailor it to your needs by deciding which widgets to display and how they're arranged. This helps you focus on the information most relevant to you.   Choosing Your Widgets Think of widgets as customisable information panels that provide quick insights. To pick which ones appear on your dashboard: Find and select Add or remove widgets. This will bring up a list of available

If you're like most small business owners, you're juggling a lot. From managing your books to handling customer relationships. We know that every minute counts, which is why we're so excited to introduce our new integrated platform experience. We've made some big changes to help you find what you need faster and get more done.   What's New? Optimised Navigation You'll notice some things look different, but the core tools you love are still here and better than ever. We've simplified the navigation to help you get to your most important tasks with a single click. App carousel: Your Dashboard is now a personalised toolkit. Access Intuit apps like Expenses and Sales directly from your home screen. Create actions: Need to send an invoice or record a payment? The new Create actions menu puts your most frequent transactions right at your fingertips. You can even customise it to fit your team's unique needs. Bookmarked for you: Your favourite pages are still just a hover and click away

We're passionate about creating products that make a difference in your life. Recently, we launched our New QuickBooks Integrated Experience. Now, we’d love to hear what you think.   Why Your Feedback Matters Customer feedback is the heartbeat of our innovation. Every comment, suggestion, and critique helps us refine our products and deliver the best possible experience. By sharing your thoughts, you play a key role in shaping the future of QuickBooks products.   How You Can Help Have you tried the New QuickBooks Integrated Experience? Whether you loved it, liked it, or thought we could have done better, we want to hear from you. ​​ Leave a Comment on this thread and we'll share your feedback directly with our product teams.

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Ask the QuickBooks Online Accountant   Meet Lauren, a QuickBooks Online certified accountant who runs a family practice in South Africa founded 18 years ago, Rae and Associates.   “I have been in the accounting industry for more than 14 years, with a specific focus on bookkeeping services and Cloud accounting implementation and sales. I am extremely passionate about helping SME’s and owner managed businesses so we can relieve their financial pressures and let them focus on their businesses. I am very client experience focused and have a hands-on approach with all our projects. Some fun facts, I devour books at an alarming rate so my kindle is my best friend. I have a crazy, loud and fun family, thank goodness we all like each other as we work together every day. I love being a mom to a firecracker 11 yr old daughter. I'm obsessed with animals so I have a mini zoo at home and have a sort of Dr Do-little vibe going on around me. “   As a small business owner using QuickBo

What’s New in QuickBooks Online Ireland   Stay in the know about what’s new in QuickBooks Online. We're here to share the latest and greatest developments personalised for our Irish QuickBooks customers. Discover the latest features designed to make QuickBooks work even harder for you.      One Intuit Account Manager for QuickBooks Online Accountant   You can now manage your subscription billing info and details about your firm right from QuickBooks Online Accountant. Learn how to review your client billing and discount plans and review changes.    What’s New in Community   Keep up to date with the latest and greatest in Community with our new, updated, or improved help articles.   Delete your Data and Start over in QuickBooks Online    Have you been using QuickBooks for less than 90 days and need to start fresh with a new QuickBooks Online company? We are here to help you delete your data and reset.   Quick-Tip:  If you

Learn how to track your cash flow in QuickBooks Online. Your cash flow is the amount of money moving in and out of your business and bank account. In QuickBooks Online, you can use different reports and projections to get a clear look at your current and future businesses finances. Here’s what to do. Know where you stand financially Make sure your data is accurate When it comes to cash flow reporting, the first thing to do is make sure your books are accurate. All reports will use your data in QuickBooks, so you want to make sure you have a clean starting point. Make sure you’ve entered all your transactions into QuickBooks. Reconcile your accounts in QuickBooks and make sure they match your real-life bank and credit card statements. If you need help reconciling your account, it’s a good idea to reach out to your accountant. If your reconcile report matches your bank statement, you’re ready to start running reports. If they don’t match, here’s how to fix beginning balance issues in

Get all of the details about the Cash Flow planner. You’ll have greater visibility into your past due invoices with the Cash Flow Planner. Our new machine-learning model predicts when an outstanding invoice may get paid. Allowing you to stay on top of your finances. Get more info on how to use the Cash Flow Planner Note: The Cash Flow planner isn't available for QuickBooks companies that have multi-currency enabled. How does the Cash Flow planner make cash flow forecasts? What data is included? Can I change transactions in the planner? Will changes impact my books? Can I download my Cash Flow report? Can I change events in the planner? Will changes impact my books? Do events in the planner affect my eligibility for QuickBooks Capital? How does the Cash Flow planner make cash flow forecasts? What data is included? The cash flow planner gets data from several sources to get a representative view of your business' cash flow. Future-looking data in the planner may include: Any unp

Learn more about error -81624 and why you may not be able to complete the card payment process for your QuickBooks Online subscription. What is Error 81624? The error -81624 is a result of the bank blocking or failing to authorise or validate a payment transaction related to QuickBooks. If you can’t pay for your QuickBooks Online subscription because of error -81624, don’t worry we have a few things you can do to help resolve this. What can you do to fix error 81624? Clear your cache and cookies or try update your payment details using a private browser. Make sure all your card billing information is correct and up to date. Make sure that the billing address in your QuickBooks company file matches the address on your card. Make sure your contact number is formatted correctly, using the +area code.  Make sure there are no special characters or symbols (such as @ or *) in your billing address. Special characters will cause errors. Try to pay later. The system or connection ma

Need a breakdown of your sales or contributions? Create and memorise a customised report that has the subtotal for each customer, donor, or member, and the total amount at the bottom. REMINDER: The words customer, donor, and member will be used interchangeably in this article. To generate the report: Go to Business overview and select Reports (Take me there). Search for and open the Transaction Detail by Account report. Select Customise. Choose the Report period and set the Accounting method to Cash. From the Group by dropdown menu, select Customer, Donor, Member or equivalent.Note: You can remove unwanted fields by selecting Change columns. Select Filter and set the Distribution Account to All Income Accounts. Select Run report. You can export the report to Excel and add a page break between each customer if you want to get each customer's total on a separate page. For steps on adding line breaks, please see the help options in Excel.

Learn how to request to be the primary admin or contact for a QuickBooks account. If the primary admin is unavailable to transfer the role to you, it’s okay. Even if they’re not around or can’t make the change on their own, you can send a request to our account protection team. Here's what to do. Step 1: Gather documents for your request To protect your account and data, we need documentation to verify that you have rightful ownership or access privileges for the account. The business type and ownership determines which documents we need to verify and assign a new primary admin or contact. Review the following section to find out what you need to provide. What type of business is this? Sole proprietorship Who owns the business? Documents required I'm the owner. You’ll need to provide: Your photo ID (drivers license, government-issued ID, or passport). Your business license. I own no part of this bu

We are committed to making smart, simple accounting software for our customers, however we recognise that we may not always meet your expectations. We are here to listen and work with you in resolving your complaint. The feedback on your experience helps us understand where we can improve. How to raise a complaint Step 1: We want to hear from you Tell us about your concern and allow one of our Global Customer Service team the opportunity to assist you in resolving any concerns you may have. We have trained experts ready to support you with your concern who will ensure to assist you. Make sure to provide as much detail as you can to help us to look into your issue.  Learn more about how to contact support. Step 2: Let us review your complaint  If you're not satisfied with the response provided by us after speaking with our experts you can refer the complaint to our escalation team within Intuit’s Global Customer Success. You will need your company ID and case number and they

                What’s New in QBO Ireland- Series 4 2022   Stay in the know about what’s new in QuickBooks Online. We're  here to share the latest and greatest developments personalised for our QuickBooks Ireland customers. Discover the latest features designed to make QuickBooks work even harder for you.    New look navigation menu  Introducing the new look navigation menu. We’ve made it easier to find what matters most to you and give you quick access to your day-to-day tasks like invoicing, banking, and more. We'll show you what tasks you can do in each menu tab, and how you can customise the menu to best meet your business needs. We can also show you how to switch between Business and Accountant view.   Add a Stamp, Signatures, or QR Code to invoices  Save time by adding a stamp, signature, or QR Code directly to your invoice template. Here's the steps to add this feature to your next invoice so you ca

The latest QuickBooks Online navigation gives you quick access to your day-to-day tasks like invoicing, banking, and more. This condensed experience uses the terms and concepts that you use to run your business. We'll show you what tasks you can do in each menu tab, and how you can customise the menu to best meet your business needs. Overview of the navigation menu Get things done is the starting point for the basic tasks at the core of your business. This includes linking bank accounts, creating invoices, categorising transactions and tracking receipts. Business overview groups cash flow, reports, and projects to help you organise finances with a clear view of profits. Get paid & pay has your sales and expense actions. Send invoices, pay suppliers and monitor your money and when it’s in the bank. Customers & leads is where you set up and track customers, and market to customers with access to Mailchimp. Employees is where you manage employees and contractors. Bookkeeping help

Find out how to filter a balance sheet by class or location in QuickBooks Online. Before you run your balance sheet report by class or location, it's good to know which part of the transaction QuickBooks gets the data from. This will help you determine the accuracy of your report. We'll explain to you how. Header and detail Every transaction is separated into 2: the header and the detail. For example:  Transaction Type  Header Detail  Cheque  Bank account Expense item (or any other item you choose)  Invoice  Accounts receivable Income (or any account) linked to the product/service Depending on the type of report you run, QuickBooks uses info from the headers or details. For example, the balance sheet uses data from headers, while profit and loss uses data from the details. If you assign classes and locations to your transactions, you can customise your balance sheet and profit and loss to show data for a s

QuickBooks Online currently does not have the functionality to use sub-accounts for suppliers. As a workaround, we recommend that you use the account numbers of similar suppliers. Using the supplier's account number will group your suppliers list for easy reference. For example, you have three ATT accounts with different account numbers, you can setup the supplier names as follows: ATT #3245 ATT #4567 ATT #7765 If you need a total balance amount for the suppliers, you can customise the Supplier Balance Detail report. Go to Reports (Take me there). Select Supplier Balance Detail. Note: Type in Supplier Balance Detail in the search bar to pull up the report. Select Customise. Set the appropriate Report period range and then select Filter. Select Supplier and choose the suppliers that you want to include in the report. Select Run report. This report will give you the balances for every sub-suppliers, and its total at the bottom. Select Save customisation at the top to

Learn how to assign a class to a shipping charge. Seeing charges show up as "Not Specified" on reports, or looking for a way to classify them? No problem. You just need to create a product/service item for shipping charges. Here's how. Before you get started There are two things to remember before you get started. If you are going to use shipping charge as a Product/Service line item leave the Shipping to field blank. If you leave the Shipping to field blank, it won't appear on invoices emailed or printed. Assign a class Here's how to assign a class to a shipping charge. Make sure that the Class Tracking preference is turned on before you perform the following steps. (When you turn on class tracking, if you assign one class per transaction, there's no need to also assign a class to the Shipping service item. The class you selected for the transaction will also apply to that Shipping item.) Go to Bookkeeping, select Transactions, then select All Sales (Take me there)

Learn how to check your stock to always have an accurate count. You keep a certain amount of products in your stock to sell to customers. The amount currently in stock is called the quantity on hand. When you sell out of a product, the quantity on hand is zero. And if the quantity on hand is less than zero, you have negative stock. In QuickBooks Online, you can accidentally oversell products. Before ordering more products, review the quantity on hand in your stock. Once you know the count is accurate, you can order more. Learn what causes negative stock You simply sell more products than you actually had. You didn't enter all of your purchase orders into QuickBooks. You miscounted your stock take so the quantity in QuickBooks is different. The quantity you got from your supplier didn't match the purchase order in QuickBooks. This can cause a miscount. You didn't convert your purchase orders to bills. QuickBooks only counts items as stock after you create a bill.

Learn about how to use the parent billing option on your invoices. When you create a sub-customer, you can choose the option to “bill with parent”.  This option allows you to enter charges for a parent customer and a sub-customer and have both charges appear on the same invoice. Note: If you’re using a delayed charge, and you go to invoice and select the sub-customer name, the sub-customer billing information will be displayed. This allows you to bill the sub-customer separately if you need to. Get both customer and sub-customer charges to appear on the same invoice To get both parent customer and sub-customer charges to appear on the same invoice, you’ll need to create delayed charges for both customers, then add the charges to the invoice. To do this: Create a delayed charge: Select + New. Select Delayed charge. Enter the charges you want for the parent customer. Select Save and close. Repeat the Create a delayed charge steps 1-4 for the sub-customer. Select charges you w

  Quick-Look FAQ Ireland - Ask The Accountant    Meet Clive Hand, a QuickBooks Accountant from Bluestone Accounting in Ireland. Clive is full of localised, expert product knowledge and is here to answer your top-of-mind accounting questions. As a small business owner using QuickBooks Online, an accountant can be the perfect pairing to make sure your books stay clean and up-to-date.   1. What are the biggest benefits of moving from QuickBooks Desktop to QuickBooks Online?   I think the biggest benefits of moving to QuickBooks online is the ability to build an ecosystem of apps that work with QuickBooks Online to increase your level of productivity and efficiencies for your the practise or bookkeeper but also for the business owners. Digital transformation is the new buzzword for 2022 so by moving to QuickBooks Online, it makes it possible for even micro-businesses to lean on technology and software and have QuickBooks Online at the centre of this transformation