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Pro-Rated Billing Charges Pro-Rated amounts are charged when you add a new client to your Wholesale Discount on a different date to your normal billing date. For example, if your billing date is the 8th of every month and you add a new file after this date you will then be charged a pro-rated amount on the 8th of the next month. When you are billed you are billed for the month forward and thus why you get charged the pro-rated amount plus the month forward amount. The Pro-Rated charges will vary depending on the subscription you sign up to. The way Pro-Rated amounts are calculated is as follows: $ Amount of your subscription divided by how many days in that particular month times how many days this file has been active before your next bill date. For Example: If you add on a Plus subscription at $19.50 a month on the 21st of the December (31 days in the month) you will be charged: $19.50 divided by 31 days = 63 cents 63 cents times 18 (days it has been active) = $11.35 (Pro-Rated) $11

Learn how to close your books and prevent changes to past transactions. When you're ready, close your books to prevent unwanted changes before filing your taxes. This locks your books so no one can edit your accounting data before the closing date. This is an important step when you review the previous financial data. Closing your books ensures everything stays the way you want it to. It also prevents any accidental changes that could affect your financial reports. Step 1: Review your accounts Sign in to QuickBooks Online as a primary or company admin. Review your accounts and make sure everything looks good. Enter any outstanding invoices, expenses, and payments. Reconcile your accounts up to your closing date. Review your stock quantities. Step 2: Close your books Go to Settings ⚙ and then select Accounts and settings. Select the Advanced tab. Select Edit ✎ in the Accounting section. Select the Close the books checkbox. Enter a closing date. Give yourself

Learn how to get more details about Intuit charges to your credit card or bank account. Don’t recognise an Intuit or QuickBooks charge on your credit card or bank statement? Here's how to check where it’s coming from and why. Note: If you use online banking with QuickBooks, your bank charges you a service fee for allowing the connection. This is not an Intuit charge. Option 1: Look up a charge here You can fill out the form below to look up a charge for your QuickBooks Online Product. Note: This form shows charges that occurred on or after May 27, 2020. For charges before that date, use option 2. Option 2: Look up a QuickBooks Online charge in your billing history If you are subscribed to QuickBooks Online Plus, Essentials or Simple Start, follow the steps below:  Sign in to your account. Go to Settings ⚙️, then select Account and settings. Go to the Billing & Subscription tab. You’ll see all your active subscriptions. Still don't know what the charge is for? Get in touc

Learn how to get the latest transactions from your bank and credit card accounts. When you connect a bank account to online banking, QuickBooks Online automatically downloads transactions every night. If you don't want to wait for the scheduled download, you can refresh the connection to get the latest available transactions. Download the latest bank and credit card transactions Go to Bookkeeping, select Transactions, then select Bank transactions (Take me there). Select Update. If asked, enter your Multi-Factor Authentication (MFA). Then select Continue update. You can keep working in QuickBooks while the accounts update. It can take a few minutes. Learn when QuickBooks downloads transactions for all other bank and credit card accounts QuickBooks Online automatically downloads new transactions each night. Manually download transactions for banks that are not connected to QuickBooks For transactions from banks that are not connected to QuickBooks, fo

Learn how to run a Return of Trading Details (RTD) report in QuickBooks Online. 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. You must file the annual return within 23 days of your accounting end of year. The RTD is a statistics return which means you don’t have to pay any VAT liability. It is meant to assist Revenue in verifying the accuracy of your VAT returns. Create a Return of Trading Details (RTD) report Go to Business overview and select Reports (Take me there). Enter Return of Trading Details Report in the search field. You can also browse for reports in the list on the Reports page. Select the Report period and Accounting met

The Irish government is supporting businesses by temporarily reducing the VAT rate from 23% to 21%. This reduced rate is applicable from 1 September 2020 to 28 February 2021 (unless the end date is extended by the Irish government). As of 1 September 2020, QuickBooks has updated the tax codes affected; full details of these codes are provided below. For a limited subset of customers, transactions entered in QuickBooks between 1 September 2020 and 23 September 2020 resulted in entries using the original rate of 23%, rather than the reduced rate. The entries are limited to the following tax codes: RCS - for services bought from suppliers in the EU, where a reverse charge applies at the standard rate RCG - for goods bought from suppliers in the EU, where a reverse charge applies at the standard rate RCG – R - purchases for resale from the EU where reverse charge applies at the standard rate Standard – R - purchases for resale at the standard rate. Review transactions If you entered

Learn what to review every month for each of your clients in QuickBooks Online Accountant. With so much going on for every client, it can be hard to stay on top of everything. Use the Books review tool to finish specific tasks in each client's QuickBooks Online account every month. The Books review tool focuses on common yet tricky bookkeeping areas: incomplete transactions, reconciliations, and account balances. It lists key tasks so you can quickly tie up any loose ends and prioritise work, and customise your own tasks for review. You can even collaborate on transactions with your client directly in QuickBooks, send and receive messages, and upload documents. Step 1: Clean up your clients' books If you need to cleanup your client’s books, begin by going to the Setup tab. Bookkeeping Setup helps you deliver high quality books and prevents duplicate work between cleanup and monthly bookkeeping. Open a client's QuickBooks Online account. Select Books review. You can also select

Learn how to include quote summaries on your progress invoices in QuickBooks Online. If you do projects for customers and bill them as you go using progress invoicing, you can include a quote summary on their invoices. This keeps your customers in the loop and lets them know how much they’ve been invoiced for their projects. Step 1: Turn on progress invoicing and create an invoice template If you haven't already, turn on progress invoicing. Follow Steps 1 and 2 to set up progress invoicing and create a template using the Airy new style. Step 2: Add quote summaries to your invoice template Go back into the Custom form styles menu to add quote summaries. Select the Settings ⚙ icon from any page, and then select Custom form styles. Select Edit to update your existing progress invoicing template. Select the Content tab. Then select the pencil icon on the third section of the form. Check the Quote summary checkbox. Select Done to save your work. Quote summaries wi

Learn what to do if you see these errors in QuickBooks Online. Bank error 102 and 105 usually means there may be a problem from your bank's end. Their website may be undergoing maintenance or have server issues. This can stop the online bank connection to QuickBooks. Here's what to do if you see error 102 or 105. Step 1: Manually update your bank connection Firstly, you will need to manually update the online bank connection in QuickBooks. In QuickBooks Online Sign in to QuickBooks Online. Go to Bookkeeping and select Transactions. Go to Bank transactions (Take me there) and select Update. If you still see an error, move on to step two. Step 2: Check your bank or credit card's website Check the bank and credit card's website to make sure everything is working on their end. Sign in to your bank or credit card's website.  If you can't sign in, reach out to your bank or credit card company about the next steps. Look for any messages, notifications, or alerts. These shoul

Learn what to do if you see this error when you check online banking in QuickBooks Online. Don't worry if you see Error 108. It only means there's a message from your bank or credit card on their website. Messages, especially ones about updates, can block the connection to QuickBooks. Step 1: Review messages on your bank or credit card's website Sign in to your bank or credit card's website.Important: These should be the same credentials you use to connect the account to QuickBooks. If you use something different, disconnect the account from QuickBooks and use the credentials for your bank's website to reconnect it.  Check for any updates, messages, or notifications. If you need to take any action, the message should give you specific steps. Messages are usually about: New terms of service Announcements about maintenance or other site changes New offers Note: If you don't see notifications when you sign in, you may need to turn off your web browser's po

Learn how to edit VAT rates in QuickBooks Online. The amount of VAT you collect may increase or decrease. Update your VAT rates to make sure you collect the right amount. Here’s how. What happens when you edit VAT rate Here are a few things you need to know before you edit a VAT rate. Changes you make will update the rates everywhere except for any in past transactions. Existing transactions that used the earlier rate remain unchanged unless you edit the transaction and specifically select a different VAT rate. If you create a new transaction but use dates in the past, the transaction uses the new rate. After you edit a rate, the earlier rate can no longer be used. If you edit a tax rate you use on a template, you'll need to edit your template again to add the updated tax rate. Reports show the data for both rates (before and after) if there are transactions for both rates in a particular period. To edit VAT rates: Go to VAT. In the top right-hand corner, select Edit

Find out how to use account types and detail types in your chart of accounts. If you need new categories for your transactions, detail types can help you create accounts that fit what you want to track. But if you’re wondering how to use them or what makes them different from account types, you’re in the right place. Here’s what you need to know. What is a detail type? It’s important to set up the right accounts so you can run detailed reports and get clear insights on your business’ health. But if you’re unsure which type of account to choose or what to call a new account, detail types can help. Detail types give more info about what you can track with each account type. They make it easy to create accounts that fit the types of transactions you record in QuickBooks. How is detail type different from account type? Account types are the actual accounting components that tell QuickBooks Online how transactions hit your books. Detail types don’t have this impact on your books, but they p

Introduction and FAQs What is the Cash Flow Planner? The Cash Flow planner is an interactive tool that forecasts your cash flow, the money going in and out of your business. It looks at your financial history to forecast future money in and money out events. You can also add and adjust future events to see how certain changes affect your cash flow. You can change events in the planner without affecting or changing your books. This helps you make informed decisions about when to save, spend, borrow, and transfer money. How does the forecasting work? What data is included? The cash flow planner chart uses historical data from your bank accounts connected to QuickBooks Online to forecast future recurring income and expenses. This includes categorised and uncategorised transactions. You can also manually include data to forecast cash flow by adding events that may occur in the future. The cash flow planner chart doesn't include: Credit card transactions Trust account transactions Trans

Learn how to upload, edit, or delete logos from your invoices, quotes, or sales receipts in QuickBooks Online. A well-designed and properly-presented logo helps establish the company's brand and personality. And… we just made using logos more exciting! You can now upload up to 10 logos for different sales forms so you can better and more easily represent your brand. Follow the steps below to know how to add logos and customise them to your liking. Remember, the logo should be: a .gif, .bmp, .png, .jpg, .jpe, or .jpeg file smaller than 10 MB24-bits or less in bit depth (or colour depth)square-shaped, since rectangles don’t work using the standard RGB colour spaceNote: If your logo is CMKY-formatted, convert it into an RGB image using tools (such as Adobe Photoshop) before you upload it to QuickBooks Online. Add logos Select the Gear icon on the toolbar. Under Your Company, select Custom Form Styles. At the upper right, from the New style

Learn how to run basic reports in QuickBooks. Financial reports give you a snapshot of your business. There are dozens of reports that tell you about different aspects of your business. Some focus on sales, others focus on your spending, and some look at parts of each. Here's an overview of how to run basic reports. And if you want more details, you can customise reports to focus on specific accounts or filter for specific things. Run basic financial reports Go to Business overview and select Reports (Take me there). Use the Find report by name search bar to search for reports by name. You can also browse the list. Select the report to open it. Note: If you change the dates or add filters to the report, select Run report to apply them. Learn more about customising financial reports. Watch the below video for an overview on the reports feature in QuickBooks. Use the reports centre to gain additional insights about your business. Run reports for specific accounts

You can cancel payroll from a wholesale discount client company in QuickBooks Online Accountant. Here's how to cancel payroll from a wholesale discount client company. From the Clients List, select the Gear icon. Under Your Company, select Your Account. Under Wholesale clients, locate the client. From the Action column, select Select. From the drop-down menu, select Cancel Payroll.

Learn what to do if you can't sign in to QuickBooks Online. If you’re having trouble signing in to your account, we’re here to help you get in. Here’s some common sign in issues and how to fix them. I forgot my sign in information It’s okay, there are a few ways to sign in with just one piece of information like your email, phone number, or user ID. Your user ID is typically an email address. If you enter the email address associated with your QuickBooks account, Intuit will send a one-time code to that email to access your account. If you can't remember which email you used, try entering a phone number. Intuit will text you a one-time code to access your account. I am locked out of my Quickbooks account If you're locked out of your QuickBooks Online account you'll see the following message: Too many invalid attempts, account is locked out for 15 minutes. After 15 minutes, you can try to sign in again with a phone number, email or user ID. I reset my p

Learn how to email or print multiple invoices, sales receipts, estimates, and other sales forms. You can save time and print or email multiple sales forms as a batch instead of one at a time. Email or print multiple sales forms now To send multiple invoices or sales receipts now: Go to Bookkeeping, select Transactions, then select All Sales (Take me there). Select the checkboxes for the transactions you want to email or print. You can also select the Filter dropdown and filter by transaction type, status, date, or customer. Select Batch actions and then choose Print transactions or Send transactions. Email or print multiple sales forms later If you want to email or print sales forms later, mark them as you're working on them. This makes the form easy to find when you're ready to email or print. Step 1: Mark sales forms to email or print later While you're working a transaction form: Select Send later to email it later (if available). Select Print or Preview and then P

Learn how to use the cash flow planner in QuickBooks Online to forecast your income and expenses. Through the cash flow planner, you can forecast money in and out of your business. This way, you can keep track of your cash flow. You can also add and adjust future items to see how certain changes affect your cash flow. Here’s how to set up the planner and create, edit, or delete items. Changing items won’t affect your books. This helps you make informed decisions about when to save, spend, borrow, and transfer money. Here’s how to set up the planner, and create, edit or delete items. Note: The Cash Flow planner is not available for QuickBooks companies that have Multicurrency enabled. Step 1: Set up your Cash Flow planner Go to Business overview and select Planner (Take me there). Follow the on-screen steps to set up the planner. If you already connected your external bank accounts for online banking, you're ready to go. QuickBooks automatically analyses the transactions in thes

Learn how to view your transactions with your suppliers in QuickBooks Online. QuickBooks lets you access each supplier's records, edit and view the status of their transaction. Here's how. View transactions View all transactions for a specific supplier in the Suppliers tab. Go to Get paid & pay and select Suppliers (Take me there). Find and select your preferred supplier. Under the Transaction List, you should see all transactions for this supplier. Manage your suppliers info When you select a specific supplier, you can customise and manage their profile and transactions. Select Edit to edit the supplier's profile. Select New transaction to create a new bill, expense, cheque, purchase order, or supplier credit for that supplier. Select the Filter ▼ dropdown to show only certain transaction types. Select the Printer icon to print the supplier transactions. Select the specific transactions, then the Batch actions ▼ dropdown to: Categorise the ch

Learn how to get a list of all your recurring transactions and the accounts they're linked to in QuickBooks Online. Have you created recurring transactions to automatically record frequent sales and expenses, like monthly rent? To see all your recurring transactions in one place, open a Recurring Template List report. This tells you which accounts they're linked to on your chart of accounts. Get a Recurring Transactions Template list Go to Business overview and select Reports (Take me there). Find and open the Recurring Template List. Select Customise to customise the report. Select to expand the Filter section. Select the Distribution Account checkbox. You can also select specific accounts from the dropdown. Select Run report. You now have a list of your recurring transaction templates, the amounts for each, and which accounts they're linked to. How to delete an account linked to a recurring transaction If you need to delete an account from your chart of

If you are experiencing pages that aren't fully loading in QuickBooks Online, there are three possible scenarios which may be causing the problem. But before you start troubleshooting, make sure that you clear your browser's cache and internet temporary files first. For instructions, see Clear cache and cookies to fix issues when using QuickBooks Online. After clearing your browser’s temporary internet files, check for the following scenarios: Your company name has special characters that are not allowed.If you have a character in the company name that is not allowed, QuickBooks Online will start giving you some problems with page loading and errors.See What characters are acceptable in company names in QuickBooks Online? for a list of characters that are acceptable in your company name. There are two or more adjacent dollar signs ($$, $$$, etc.) in any list or transaction data that would appear on the page that's not fully loading. If you enter "College $$" for

Learn how to import purchase bills in batches to QuickBooks Online. Do you need to import a batch of purchase bills quickly into QuickBooks Online? If you're a QuickBooks Online Essentials or Plus user, you can easily do this. What can I import into QuickBooks Online?​ Bills can be imported with multiple line items or as a total value for each bill. Multicurrency is supported. VAT codes are mapped so you don't need to change your VAT codes to QuickBooks VAT code formats before importing. For common VAT Codes, see VAT: Getting Started. Note: We recommend that no more than 100 bills are imported at one time. Step 1: Prep your CSV file Before you import your data, you need to prep your CSV (or Excel) file accurately. The following columns are mandatory: Bill no. Supplier Bill Date Due Date Account Line Amount Line Tax Code You'll be able to map each of your column headings to QuickBooks bill fields during the import flow. The

The cash flow chart on your QuickBooks Online homepage summarises your cash flow. It shows the money coming in and going out of your business. The cash flow chart uses historical data from your bank and debit card accounts connected to QuickBooks Online. This includes categorised and uncategorised transactions. If you manually upload transactions from a CSV, the chart only includes transactions tied to your connected bank and credit. The chart doesn’t include journal entries. The chart doesn’t include: Credit card transactions Transactions you've entered manually into QuickBooks Multicurrency transactions Note: If you disconnect an account, the data won't appear on the chart anymore. If you see Cash Flow on your menu If you see the Cash Flow menu, your cash flow chart also includes future cash flow. This is only available for certain users. The chart gives you a peek into your past, present, and future cash flow. It helps you build a forecast of the money coming in and

QuickBooks Online allows you to invite different users through the Manage Users page. If you'd like to give your accountant access to your company, see the steps below. Sign in to QuickBooks Online (QBO). Select the Settings ⚙️ icon then Manage users. Select Accounting firms. Select Invite. Enter the accountant's name and email address, then select Save. Your accountant will be sent an email with a link to sign into your QBO company. Your accountant will be asked to create a user ID before signing in the first time, unless they already have an account with Intuit Business Services. Until your accountant signs in, their status will remain as Invited on the Manage Users page. After accepting the invitation, their status changes to Active. Follow the next steps, then select Finish. Select Continue. What does this mean to you? If you invite your accountant and they already have a QuickBooks Online for