Help Articles

Learn how to give Intuit Support access to your account by creating an accountant user profile. There may be times when you need to provide an Intuit Support representative access to your QuickBooks Online company data. To give them access, you'll need to create a new accountant user profile for Intuit Support. Create a new accountant user profile for Intuit Support Select Settings ⚙. Select Manage users. Select Accounting firms. Create an invite for Intuit Support: If you haven’t invited an accountant yet, enter qbo_supportteam@intuit.com in the Accountant’s email field, and select Invite. Follow the steps to verify your account. If you already invited an accountant, select Invite and fill out the first and last name fields with "Intuit Support". In the email address field, enter qbo_supportteam@intuit.com. Then select Save.

Ireland Quick-Look FAQ: Autumn 2021 We want you to be able to get the help you need when you need it so that you can get back to business. That’s why we’ve put together a list of FAQs from our Irish customers that answer your most asked questions from the last quarter.    How do I  set up multiple VAT agencies? This is especially important with the intro of the OSS scheme for e-commerce businesses that sell to other EU countries. First, you will need to follow the steps to set up VAT in your QuickBooks account. To set up multiple VAT agencies, you will need to create a custom tax agency.  To view your new VAT agency, click on the drop-down arrow next to the current VAT agency or click the arrow on the right side of the Taxes dashboard.    Quick-tip: If you change between cash and accrual VAT, we recommend that you switch methods after a filed period has been submitted. Once you select Save, QuickBooks will change the accounting scheme from that day onward

What’s new in QuickBooks Online Accountant Ireland - Autumn  2021 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 Ireland customers. We update this seasonally, so be sure to check back so you can hear it here first.    QuickBooks Online Accountant App Store In May, we introduced QuickBooks Online AppStore with a selected list of apps for our  SMB customers. We know that accountants also want to add apps to their client's QuickBooks files to drive efficiencies, that's why we introduced AppStore for QuickBooks Online Accountant users. Now, Accountant users will be able to add and manage apps for their clients and for their own firm. Accountants will be able to: Add all available apps to their firm Manage apps added to their firm Manage apps they added to their client's file View apps their clients added To see your new app store and th

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How you record a wire transfer depends on the purpose of the wire transfer. You can record it as an expense using the Cash Expense feature, or as a deposit using the Bank Deposit feature. Record a wire transfer as an expense If the money will be transferred out of your account, follow these steps: Select + New. Under Suppliers, select Expense. (Optional) Specify a supplier or place of purchase in the Payee field. Use the dropdown list in the Payment account field to specify the bank account the wire was transferred from. Enter the date of purchase in the Payment date field. Select the Payment method from the dropdown list. Enter Wire Trans or WT in the Ref no. field. Specify the expense Account that tracks the charges, or enter Accounts Payable if the transfer was for a bill. Enter the Amount of the purchase. Select Save and close or Save and new. Record a wire transfer as a deposit If the money will be transferred in to your account, follow these steps: Select +&nbs

Usage limits are the maximum number of users, you can have at one time in QuickBooks. Depending on your subscription, you have a specific usage limit. These limits apply to how many billable users you can add to QuickBooks. Here's how to view and manage usage limits and what to do when you reach your limits. User Limits in QuickBooks Online Note: Only administrators and standard users count toward your billable user limit. Some user types like reports only and time tracking only don't count toward the user limit. Make sure each user in QuickBooks has the access that's right for them. Here are the usage limits for each subscription level: What happens when I reach my limit? When you reach your usage limits and can’t add any more users, don’t worry. You can either upgrade your subscription, or reduce your usage. If you have more than one company, you’ll need to check usage for each one. Learn more about QuickBooks features and available pricing plans To reduce usage, you can delete an ac

What’s new in QuickBooks Online Ireland - Autumn  2021 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 Ireland customers. We update this seasonally, so be sure to check back so you can hear it here first.  Sharing Invoices via WhatsApp (Android and iOS) In this ever-changing world, we know our customers are always on the go. With QuickBooks WhatsApp Invoicing you can send invoices directly to your clients via your Android mobile device, iOS mobile device, and desktop app. Saving you time and getting you paid faster.    Mixed Mode VAT Reporting  We are thrilled to announce the launch for Mixed Mode VAT reporting in Ireland. This has been the #1 ask from Irish accountants since we launched QuickBooks in Ireland. This enhancement brings QBO Cash basis in line with Irish reporting requirements. Any new customer who selects Cash basis will se

Learn how to install the new, free version of the QuickBooks Online. Do you want to download the new Mac App for QuickBooks Online? The new app has increased reliability, multi-tab support, and a beautiful, new design. You can install it manually by using the following steps. Step 1: Make sure to quit your QuickBooks app Before downloading the new app, you need to quit all QuickBooks apps and QuickView from running. If you see the green QuickBooks app icon on your dock: Select the icon to launch QuickBooks. At the top left, select QuickBooks, then Quit QuickBooks. If you see the QuickBooks icon (for QuickView) at the top right of your menu bar: Select the icon to open QuickView. At the bottom of QuickView, select Settings ⚙, then Quit QuickView. Step 2: Download and install the new QuickBooks app for Mac Now, download the new App for Mac. Follow this Download link to download the new QuickBooks app for Mac. Follow the instructions on the download page. After following the p

Learn how to get back into your QuickBooks Online account.  If you forgot your QuickBooks sign-in info, no worries. You can recover your account in no time. Here’s how. Recover your account Still have access to the email address, user ID or phone number on file? You can get back into your account within minutes. Go to the QuickBooks Online sign-in page. Select Sign in a different way and choose how you want to verify your identity. Check your QuickBooks registered phone or email for a message from Intuit or QuickBooks. Enter the code we sent, or follow the instructions in the message. We may ask you for a little more info to make sure it’s really you.  Select Continue.  Didn’t get the email? Check your spam or junk folders. Add do_not_reply@intuit.com to your contact list. Check all email addresses you might've used to sign up for your account. Make sure to unblock emails from Intuit. Learn more about how to receive Inuit emails. If you no longer have access

Are you a QBOA Accountant in Ireland? Are you looking for support from other networks of knowledgeable, local, accountants? Would you like to stay in the know of the latest and greatest QBO updates and feature releases?   We are delighted to introduce our new Quickbooks Online Accountant Community Facebook group.   This group is a safe space for you to network, stay connected, share best practices, and stay up to date with events, opportunities and the latest in Quickbooks Online Ireland.     Whether you are an accountant, bookkeeper, business owner, or employee using QuickBooks online - our goal is to grow as a community, helping each other with Quickbooks, financial, and business growth topics. Feel free to start conversations in new posts any time.   Looking forward to our community growing - see you there!  

If your invoices use the term Due on receipt, the Invoice date should automatically be the Due date. If not, it’s possible that the default Due on receipt has been modified or a new Due on receipt has been created with incorrect settings. Here's how to check and edit the term Due on receipt: Open the invoice in question, then take note of the term used. Select X to close the invoice. Go to Settings ⚙️, then select All lists. Select Terms. Find the term used on your invoice. Under the Action column, select Edit from the dropdown. Make sure Due in fixed number of days is selected and the number of days is set to 0. Select Save. It's possible that the term has already been corrected. However, you may need to reselect the term on the invoice for the correction to apply. If not, check for a similar term with a slightly different name in the Terms list, then edit it as necessary.

The Sales page gives you a great at-a-glance view of the status of sales transactions, open invoices, and paid invoices. You can also view, create, and edit sales transactions from within the page.To access this page, go to Bookkeeping, select Transactions, and then select All Sales (Take me there). View transaction and invoice status at a glance Once on the Sales page, you'll notice the Money Bar, which is a key part of the page. It shows you the status and amounts of your sales transactions at a glance, and gives you an instant view of open and recently paid invoices. It also shows you if you have unbilled items like estimates, time activities, charges, or costs. You can view details about individual transactions in the list, which can display: Quotes Invoices Sales receipts Payments Credit notes Delayed charges (QuickBooks Online Plus and Essentials only) Billable time activities (QuickBooks Online Plus only) The list makes it easy to view the status of any transaction

Learn how to import your customer or supplier contact lists from Outlook, Excel, and Gmail. Do you have a customer or supplier list that you'd like to bring into QuickBooks Online? We'll show you how to export your list as a spreadsheet from Outlook, Gmail, or Excel. Then we'll show you how to import them directly into QuickBooks. Things to know before you import contacts from Outlook, Excel, or Gmail The file size limit is 2MB or 1000 rows. If you need to import a list larger than that, you'll need to split it up into multiple imports. Sub-accounts can't be imported. We recommend changing the sub-accounts into parent accounts before you import. Then you can change them back after the import. If the file is imported incorrectly and it needs to be re-imported, your customer or supplier list won't be overwritten, which can create duplicate entries. You'll need to delete the imported customers or suppliers before re-importing, or edit each one individually. The entries in the Name f

In order to create custom tax rate, follow the steps below: Go to VAT. In Tax Centre, select Add tax. A panel slides out from the right. Here, select the first option Tax rate. Enter the Tax name (For example. ST 4%). Enter Description. In case of multiple tax agencies, select the Tax agency under which you want to create this new tax rate. Select whether this new tax rate applies for Sales or Purchases or to both. Note: It's advised that you select both the options. If you've selected Sales, enter the Sales rate applied for Sales transaction. Select the Account type for this tax rate. Note: Usually it'll be a Liability account. If in doubt, please consult with your accountant. Select an option from the Show tax amount on return line dropdown. Note: The dropdown to select this may or may not be available or the options that you see may be worded differently depending on the agency you are creating the rate under. Select an option from the Show net amount on return line drop

To create custom tax agency, follow the steps below: Go to VAT. In Tax Centre, select Add tax. A panel slides out from the right. Here, select Custom tax. Enter the Tax name (For example. Excise Duty). Enter the Description. Tax agency name gets populated automatically based on the Tax name you've entered. You can change this if you wish. Enter the VAT No. Select Start of current tax period from the dropdown. Select Filing frequency for this agency from the dropdown. Select Reporting method. Note: Usually it'll be Accrual. If in doubt, please consult with your accountant. Select the type of transactions this tax is applied to. Note: Usually, it'll be for both Sales and Purchase transactions. Enter the Sales rate or the Purchase rate depending upon the type of transaction selected. If the tax applied on purchases is reclaimable, select the box Purchase tax is reclaimable. Select Save. In the Tax Centre, you can now see the new Tax agency you have just created. If some ad

Learn what to do if you don't see a client on your client list, or their QuickBooks Online or Self-Employed company. When a client invites you to be their accountant, you connect their QuickBooks company to your firm. This lets you review their books and make edits. If you can't open a client's company file, or you don't see them on your client list, don't worry. Here's how to check if a client's company is connected and what to do if it isn't. Solution 1: Check your sign-in info If you haven't already, ask your client to invite you to be their accountant. This gives you permission to review their books and make changes. Your permissions are tied to the email address and related user ID your client sent the invite to. If you have multiple user IDs you use for your QuickBooks Online Accountant firm, this is easy to miss. Solution 2: See which clients are connected Even if a client is on your client list, their QuickBooks company may not be connected to your firm. To see who's

  Quickbooks Real Business Story: Amy   Meet Amy, a local Wedding Photographer in Ireland. When the world changed, Amy decided to adapt her business and mix her passion for animals with her work. Through the launch of her company, Rubizoo, Amy became the world's first-ever virtual pet photographer. QuickBooks made the transition simple, by providing Amy with up-to-date details of her cash flow.    We know that your time is valuable, and having the right software to rely on is important to be able to get back to business. Small business owners like Amy, want to be able to get there quicker by building a successful business in an ever-changing world.    No matter where you’re taking your business, get there quicker with QuickBooks

Learn how to add a supplier in QuickBooks Online. Suppliers are people or companies that you owe money to or subcontractors that work for you. You can use the suppliers tab to add and track them. Here's how. How to add suppliers one by one Go to Get paid & pay and select Suppliers (Take me there). Select New supplier. Complete the fields in the Supplier Information window. Select Save. How to add suppliers in bulk from Excel Here is how to add various suppliers to QuickBooks Online from an Excel Spreadsheet. Go to Get paid & pay and select Suppliers (Take me there). Select the small arrow ▼ next to New supplier. Select Import suppliers. Select Browse to find the file from your computer, then select Next. Pair the fields in QuickBooks with the fields in the Excel file and click Next. If everything is ok, select Import. How to administrate your suppliers list In the Action column, select the small arrow ▼ icon to create a bill, cheque,

  What’s new in QBO- Summer 2021 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. We update this regularly, so be sure to check back so you can hear it here first.    Receipt Capture for iOS  We know our customers are always on the go, which is why we have introduced Receipt capture for your iOS mobile device. Now you can snap your expenses directly using their mobile phone and get back to business, faster. To download the Quickbooks mobile app, simply go to your iOS App Store and search for “Quickbooks Online”.    Quickbooks Global App store QuickBooks apps expand the capabilities of QuickBooks Online, each working together to improve your business. This is why we have introduced the QuickBooks app store specifically for our Irish customers.    With the QuickBooks Online  App store, you can discover k

7/23/21 - Experiment is over. Deleted experiment # from right rail. Reverted article back to the original search experience. We hid it from search and reverted back. - arahn 6/4/21 - As part of IXP Experiment, on this variant article, tagged Hide from External Search and Hide from Product/ACS Search. shanchett 5/19/2021 – DO NOT EDIT. This article is part of a content experiment and is the Variant article. Please reach out to Susan Hanchett or Andrea Rahn if needed. 5/12/2021 - Article was displaying weird. The video was displaying above the title. Added Display title block. Saved and published - arahn, shanchett