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What’s New in QBO Ireland- Series 3 2022   We know it is important to stay in the know about what’s new in QuickBooks Online. That’s why we are here to share the latest and greatest developments personalised for our Irish Customers.    Run a Return of Trading Details (RTD) report Return  Trading Details (RTD) report in is now live for our QuickBooks Online customers that are using Mixed Mode accounting All Irish businesses registered for VAT must file a Return of Trading Details (RTD) on an annual basis, following the end of their respective accounting period. The RTD is a summary of supplies of goods and services, imports and purchases giving rise to deductible input VAT at the various VAT rates. The return includes all Irish, intra-EU, and overseas trades carried out by Irish businesses. We are here to get you set up with RTD Reporting and teach you more about Mixed Mode Accounting in Quickbooks Online. Quick-Tip: You must file the annual return within 23 days of

If you or your employees enter billable time into QuickBooks, we’ll show you how to set up your account to automatically create invoices from any unbilled time and notify you that the invoice was made.Note: Auto-invoicing for unbilled activities is available only in QuickBooks Online Essentials and Plus. Enable automatic invoicing for unbilled time activities Here's how to turn on the automatic invoicing feature: Go to Settings ⚙ and select Accounts and settings. Select Advanced, then select the Edit ✎ icon in the Automation section. Select Automatically invoice unbilled activity. This will display a set of options. Set your preferred invoicing schedule, and choose how you want to be notified every time. After adjusting your settings, select Save. Note: QuickBooks Online auto-generates the invoices overnight. Depending on your setup, notifications will appear in the Activity feed on your Home page. To view auto-created invoices from the Audit Log: Go to Sett

There are a few reasons why you might see one company listed repeatedly when signing into QuickBooks Online (QBO) or QuickBooks Online Accountant (QBOA). One sign in is being used by multiple users A quick way to tell if multiple users are using the same sign-in is to check the list of companies in the User Name column. Each name should show at least a one character difference. If there is a duplicate of the same user then you will want to delete it: Go to Settings  ⚙ and select Manage users. Select the dropdown for the unwanted user name, and then select Delete. If there's another user set up under your user ID, you can set up a separate and unique User ID/password for them: For QuickBooks Online Accountant: Sign in to QuickBooks Online account. Select the profile icon, and then select Manage your Intuit Account. Select Sign in & security. Select the User ID row. Enter the new User ID and current password, and then select Save. Select the Email addre

Learn more about each view and how to switch between them. In QuickBooks Online, there are two user views: Business view and Accountant view. You can switch between them anytime. Changing views doesn't affect your accounts or data. If you’re brand new to accounting, we recommend using business view. It simplifies your workspace so day-to-day tasks like sales and billing are easier. This lets you do your accounting without learning complicated accounting terms or processes. If you have accounting experience or want complete control over features, use accountant view. It uses standard accounting language. If you've used QuickBooks Online for a while, accountant view is most likely what you're used to seeing. Learn about Business and Accountant view We recommend Business view if you're brand new to accounting. It simplifies your workspace, so day-to-day tasks like sales and billing are easier. This lets you do your accounting without learning complicated steps or processes. If

In this article, you will learn more about your subscription rates and charges. Subscription rates and charges If you have a question regarding a subscription charge from Intuit or QuickBooks Online, start by reviewing detailed information on your subscription rates in QuickBooks Online: Go to Settings ⚙, then select Account and settings. Select Billing & subscription. The description on your bank/credit card statement can also help identify where a charge is originating from. Frequently asked questions Here are answers to some questions you may have about your subscription rates and charges. Why does my rate seem higher than expected? Possible reasons include: It could be that VAT is added to the base subscription price. You had promotional discounts that have expired, so you are now being billed the regular price for your subscription. You recently upgraded from Simple Start to Essentials, or from Essentials to Plus. Why did

Find out how to set up and record in-kind donations in QuickBooks Online. In-kind contributions represent services or assets (other than cash) that have been donated to an organisation.  Examples may be printing, office supplies, furniture, leased space, or professional services. Note: You should check with your accountant to see if a donation should be recorded in your books as an in-kind donation. Set up in-kind donations To record an in-kind donation, you should set up an income and clearing account for charitable contributions, and create a product or service item for the donations. Step 1: Check to see if you already have an in-kind donations account To avoid creating duplicates, make sure you don’t already have a non-profit account to track in-kind donations. Go to Settings ⚙ and select Chart of accounts. In the Filter by name field, search for "In-kind donations". If you find an account named "In-kind donations”, then your chart of accounts is already set up. No ne

Make it easy for your customers to know how many transactions they've done with you. You can have those numbers show up on the sales forms you email and print to them. Here's how to show transaction numbers on sales forms: Go to Settings ⚙ and select Custom Form Styles. Find the template you want to customise, then select Edit in the Action column. Select the Content tab. Select the Header section of the form preview and then select Form numbers checkbox. (Optional) If you want to edit transaction numbers directly on sales forms, select Use custom transaction numbers checkbox. Select Done. Now you're able to show transaction numbers on sales forms you print for or email to customers.

Putting your QuickBooks Online accounting data to work with Mailchimp’s marketing tools can increase the impact of your marketing campaigns, speed up your sales, and accelerate your business growth.  Once synced, you can use your QuickBooks data to segment your audience in Mailchimp and create custom messaging to get new customers or re-engage with existing ones. The free Mailchimp integration can be accessed through the new Customers and leads > Marketing tab within the left-hand navigation bar of QuickBooks Online. If you do not have a Mailchimp account, you will need to sign up to take advantage of the service. Once you have an account, we’ll show you how to connect QuickBooks Online and Mailchimp, review your new contacts imported from QuickBooks, and go over what you can do after the integration is set up. We’ll also show you how to disconnect QuickBooks and Mailchimp, if you need to. Step 1: Understand the QuickBooks Online and Mailchimp integration When you set up the Qu

Learn how to export customer information from QuickBooks Online to Excel. There are two ways to export your customer information to Excel. The first is from the Customers page, and the other is from the Reports page. Each method will result in a different result, and will affect the information you can export to Excel. Export customer data from the Customers page If you export from the Customer page, you'll be able to export information like Customer, Company, Address, Phone number, Email Address, Attachment, Open Balance, and Notes. Go to Get paid & pay and select Customers (Take me there). Select the Export to Excel icon next to the Print icon. Export customer data from the Reports page If you export from the Reports page, you can customise the customer information you want to export to Excel. This is more advantageous if you’re looking for something more specific or want the capability to customise information. Go to Business overview and select Reports (Take me ther

Learn what the chart of accounts is and why it’s important to set up correctly in QuickBooks Online. The chart of accounts is a list of all the accounts that QuickBooks uses to track your financial information. You use these accounts to categorise your transactions on everything from sales forms to reports to tax forms. Each account has a transaction history and breaks down how much money you have or owe.Because the chart of accounts is foundational for good accounting, it’s important to understand it and set it up correctly.   Get familiar with the chart of accounts To open and view your chart of accounts, select Settings ⚙, and then Chart of accounts. The accounts are organised by columns including name, type, and detail type. Account types and detail types determine the data that shows on key financial reports like the Balance Sheet and Profit & Loss statements. Learn more about the importance of account types and detail types. Many accounts have an account history wh

When a customer’s credit card payment gets processed twice, the merchant can void the extra charge before the settlement cut off time of 3 PM PST. After the cut off time, the merchant can process a refund. Here’s how to process the refund. Step 1. Refund the customer's credit card Select + New. Under Customers, select Refund Receipt. Select the name of the customer. From the Payment Method ▼ dropdown, select the type of credit card your customer uses. In the PRODUCT/SERVICE column, select the product/service item you use for refunds. Select Add New if you don't have any. Enter the amount. It should be a positive number. Enter other information you want to save with the refund. Select Save and close. Re-enter voided extra payment You can void the payment if the settlement cut off time hasn’t passed yet. If you voided the extra payment, you need to re-enter it.  Select + New. Then select Receive payment. Enter the customer's name and the amount rece

Your QuickBooks monthly subscription invoices are available in your QuickBooks Accountant account or in your QuickBooks Online account if you are a small business. This article explains how to access your QuickBooks subscription invoices, as well as how to read and understand them. These details differ depending on your status (Small business or Accountant): I have an online QuickBooks account for small businesses: Access my QuickBooks subscription invoices Select the Gear icon, then select Account and settings. Select the Billing and subscription tab. In View payment history, you'll find your entire billing history, downloadable in PDF format since 1 January 2018. If you would like to access subscription invoices prior to 1 January 2018, please reach out to our support team . Read my QuickBooks Online subscription invoice Here's how to read your QuickBooks subscription invoices if you have QuickBooks Online accounts for small businesses. No

Learn how to use an expense to record a customer's bounced cheque in QuickBooks Online. Or follow these steps if you need to record one of your own bounced cheques. If a customer's cheque bounces, there are a few ways to handle the accounting. Review the overview guide so you know what's involved. Then follow these steps. You'll use an expense to create a record, balance your accounts, account for any bank fees, and send to your customer. Note: These steps are complicated. If you're unsure, reach out to your accountant. This can get tricky and they know how to handle the next steps. Step 1: Enter the bounced cheque as an expense The first step is to enter the bounced cheque as an expense: Select + New. Select Expense. In the Payee field, select the name of the customer who's cheque bounced. From the Payment Account dropdown, select the account the money was supposed to go into. In the Payment date field, enter the date you found out the cheque bounced. Select and open

Learn how to run reports by class in QuickBooks Online Plus. New to class tracking? Classes represent meaningful segments in your company, like store departments or product lines. Check out our class tracking overview to learn if it’s the right tool for you and how to get started. If you track transactions by class, it’s easy to keep a close eye on each segment in your business. You can run reports to see your sales, costs, or profitability by segment. Then, you can choose to use this info to plan ahead and set a budget by class.To get started, go to Business overview, select Reports (Take me there), and then select Standard. Once you're there, here’s what you can do. See sales performance by class Go to the Sales and customers group of reports. Then, run these reports: Sales by Class Detail. This groups your sales by class, and shows more info, like date, type, product or service, quantity, rate, amount, and balance. Sales by Class Summary. This groups your total sales by clas

Transaction statements can be used as donor or pledge reports. They're useful for nonprofit organisations and businesses that need to send activity reports to their donors, but don't need a running balance or amount due. Create a transaction statement for a donor Like a balance-forward statement, a transaction statement shows all activity between start and end dates you choose. Here's how to create a transaction statement for a donor: Go to Get paid & pay and select Customers (Take me there). Find the donor you want to create the statement for. In the Action column, select the dropdown, then select Create statement. From the Statement Type dropdown, select Transaction Statement. Select the Start Date and the End Date. Select Apply, in case you've changed any statement criteria. (Optional) Select Print or Preview to review the statement prior to sending to your donors. Select Save and send, then select Send. Create multiple transaction statements You can also cre

Quick-Looks FAQ: Multicurrency   Multicurrency is a feature available within QuickBooks Online Plus and QuickBooks Online Essentials. This feature tracks your foreign currency transactions including any exchange gains or losses you might incur.   How does Multicurrency work?    If you have transactions in different currencies, QuickBooks' Multicurrency feature helps you record them easily without worrying about exchange rate conversions.   Quick-Tip: Once you turn the multicurrency feature on you cannot turn it off again, so be absolutely sure you want to turn it on. Check with your accountant if you are not sure.    How do I add transactions in a foreign currency?   After you have turned on Multicurrency and have connected banks that use foreign currencies, you can add transactions into QuickBooks Online.    How do I assign a foreign currency to a customer?   QuickBooks Online makes it easy to assign a foreign currency to your cu

Learn how to record a refund from a supplier in QuickBooks Online. Just got a refund for a business expense? We'll show you how to create a supplier credit. If you got credit on a future purchase, you should enter a credit instead. If your customer used a credit card on a purchase, you can refund a credit card payment on the sales receipt or invoice. How you enter the refund depends on how you record your purchases. Choose the section below that applies to you. If you’re not sure, ask your accountant. Step 1: Enter a supplier credit This makes sure the credit hits the expense account you use for this supplier. Select + New. Select Supplier credit. In the Supplier dropdown, select your supplier. Depending on how you record purchases with this supplier, enter the Category details or Item details. Usually, this is the category, product, or service you’re getting a credit for. Select Save and close. Step 2: Deposit the money you got from the refund Select + New. Se

  Quick-Look FAQ: Stock Management   Learn how to set up, track and manage your stock in QuickBooks Online Plus.    How do I set up and track my stock?   QuickBooks Online makes it easy to manage and track your stock. Track what you have on hand, get alerts when it’s time to restock and see insights on what you buy and sell. You can also enter non-inventory products and services so you can quickly add them to your sales forms. We’re here to help you get it all set up so you can get back to business.    Quick-Tip: Inventory tracking is only available in QuickBooks Online Plus. If you don’t have Plus, upgrade your QuickBooks plan to start tracking your inventory.    How do I add new stock items?   You can add everything you buy and sell into QuickBooks. QuickBooks will then update the quantity on hand for you.  Learn how to add your inventory products in QuickBooks Online Plus.   Quick-Tip: If you are a

Currently, there is no way to delete a tax rate in QuickBooks Online. If you no longer need or use them, you can deactivate the tax rate. Note: If you don't see the settings below, you may be using Auto Sales Tax feature. See Set up and use Automated Sales Tax for more information. Deactivate a tax rate Important: You will NOT be able to reactivate a tax rate. If you need it for future use, you’ll have to create a new one. Go to VAT. Select Edit VAT, then select Edit rates. Find the tax rate you want to deactivate, then switch it from On to Off. Select Yes. To reactivate the tax code, select the gear icon above the Action tab and mark Include inactive to show all deactivated tax codes. Pick the tax code you want to reactivate, then switch it to On.

Learn how to set up Amazon Marketplace into QuickBooks Online. Set up your QuickBooks Connector integration between Amazon Marketplace and QuickBooks Online within minutes using our simple setup process. Below is a step-by-step walkthrough, highlighting some useful key points throughout the process. Connect your apps Begin by connecting your apps to QuickBooks Connector. If you haven't already connected your apps, you can follow our guides to connect Amazon Marketplace and QuickBooks Online. Begin with the setup  The configuration process below will present you with various options detailing exactly how you want your Amazon Marketplace and QuickBooks Online integration to work. Note: You'll need to have some basic accounting knowledge to make sure that the integration settings are tailored to your business and accounting practices. You will be required to set up your synchronisation options before you can start configuring your workflows. You'll need to set up the following

Learn how to connect your eBay account to QuickBooks Online.  Set up your QuickBooks Connector (OneSaas) integration between eBay and QuickBooks Online within minutes using our simple setup process. Here’s a step-by-step walkthrough, highlighting some useful key points throughout the process. Connect your eBay account Sign in to your QuickBooks Online account. Go to Apps and find eBay Connector by Intuit. Select Get app now and install the app. Select Connect. You will then be redirected to the Connections tab in QuickBooks Connector (OneSaas). Select Connect to eBay. Enter your eBay credentials and sign in.Your eBay account is now connected and authorised with your QuickBooks Connector file.Note: You can either add another connection by selecting Add Connection, or move forward and configure your integration. Configure settings The configuration process below will present you with various options detailing exactly how you want your eBay and QuickBooks Online integration

Learn how to integrate Etsy with QuickBooks Online. Set up your QuickBooks Connector integration between Etsy and QuickBooks Online within minutes using our simple setup process. Below is a step by step walkthrough, highlighting some useful key points throughout the process. Connect Begin here by connecting your apps to QuickBooks Connector. If you haven't already connected your apps, you can follow our guides to connect Etsy and QuickBooks Online.  Select Manage to move forward. Configure The configuration process below will present you with various options detailing exactly how you want your Etsy and QuickBooks Online integration to work.Note: You'll need to have some basic accounting knowledge to make sure that the integration settings are tailored to your business and accounting practices. Our Etsy and QuickBooks Online integration has a single workflow which is to send all new orders from Etsy to QuickBooks Online. Every part of the configuration setup will be explained below

Learn how to integrate BigCommerce to QuickBooks Online. With QuickBooks Connector, you're able to set up your complete integration within minutes using our simple setup process. Below is a step by step walkthrough, highlighting some useful key points throughout the process. Connect Begin here by connecting the systems you're looking to integrate. You'll find guides on how to connect every system. For this example, we'll be connecting Bigcommerce and QuickBooks Online. Select Configure to move forward. Configure The configuration process below will present you with various options detailing exactly how you want your BigCommerce-QuickBooks Online integration to work. You'll need to have some basic accounting knowledge to make sure that the integration settings are tailored to your business and accounting practices. If you have any questions, you can reach out to our Support team at any time.  You will be required to set up your synchronisation options before you can start configu

Learn how to troubleshoot Magento in QuickBooks Connector. The error “Could not authenticate the user. Invalid domain, Username, API Key, the user does not have the correct user role set.” is caused by an incorrect setting in the Magento API Key. Here's how to fix it. Could not authenticate user error Log in to Magento and select System, then select Configuration. Once in the Configuration screen, scroll down and select Magento Core API. Under General Settings, select No from the WS I Compliance dropdown ▼menu. Go back into QuickBooks Connector and synchronise the Magento connection. Deleting products in Magento (Error code 500) We generally recommend that you don’t delete products from Magento as it has been known to cause issues with our stock level sync process. However, if this is something that the user needs to do, please inform the QuickBooks Connector (OneSaas) support team in advance.Note: When items are deleted and your stock sync workflow is enabled, your file will hit

Learn how to troubleshoot OpenCart. OpenCart is one of our popular eCommerce integrations. Over time, we have encountered certain known issues which we have highlighted below. Product matching In OpenCart integrations, we use the model field on the item details when matching with the integrated app. Even though the SKU field is available on OpenCart version 2, we will still use the model field since that is a required field, unlike the SKU field. Product options Options are extra selections that a customer can make on the product page of OpenCart before adding the product to the shopping cart. We currently don’t support product options since the options don’t have a unique SKU/model field available as standard. Given this inconsistency of OpenCart, the connect plugin will manage products, stock levels, and prices only on a base product level without specifying options. We currently don't use this field in any way due to the major limitations mentioned above. However, we can include