QuickBooks News

  Changes are coming to the QuickBooks Community, and we want to ensure that you know exactly what to expect when they are rolled out.   Later this month, our community forum will be moving to a new hosting platform in order to allow us to better serve our community members. The new platform will provide improved performance, a more intuitive navigation, and enhanced discussion tools to create a smoother conversation experience.    Why this is happening: As our community has grown, so have our standards for the experience we want to provide. The new platform gives us a stronger foundation that can scale with our users, support richer conversations, and equip community contributors with better tools to do what they do best.   This is an investment in the long-term health and sustainability of this community, and we are committed to making the transition as smooth as possible.   What to expect: The migration is scheduled for June 23rd. During the migration, the site will enter read only

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 Specialized 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.   Automa

We currently connect with PayPal as a bank and we get all sales (deposits) transactions but we do not get refund (withdrawals) transactions sent to QB?

  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.

I need to change a customer's currency, but I can't because there is no field for currencies on their profile. I can't delete a customer either, so I can't recreate their customer profile with the correct currency. Any help is appreciated.

  The sign-in experience for the QuickBooks Community uses the same single sign-on (SSO) process as the QuickBooks Help site. This experience allows for more personalization 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:1. Enter your email address (this should be your Intuit account email - the same one you use for QuickBooks.)2. 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.) 3. f you have visited the Community before and have the "Remember me" box checked, 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 the header. Instea

    Hello and welcome to your Community!   Whether you’ve found your way here from the Help menu inside your product or stumbled onto 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, specialties, 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!   1. From anywhere in the Community, click your avatar in the top-right and select:   2. Go to My profile, and click Edit next to your username. 3. 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 inf

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 fantastic 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 QuickBooks Support pages.  You can get there by clicking the link above, or if you are out in the Community, simply click on "Global Help Articles" in the centre of the homepage.        Pro Tip: Once you have landed on the QuickBooks Support page, make sure to use the card carousel 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 your specific needs.      If you can't find an answer to your question

  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's health, enhanced by AI-driven financial insights and simplified navigation. It centralizes all your essential tools and services for peak efficiency. In this guide, we'll explore key features that empower you to customize 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 customizable 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 widgets. Check

  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? Optimized 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 homepage is now a personalized 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 customize it to fit your team's unique needs. Bookmarked for You: Your favourite pages are still just a hover a

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  Calling all QuickBooks Accountants!   We're thrilled to announce the launch of our exclusive online community just for Accountants.  This dedicated space is designed to provide you with a platform to:   Start discussions: Share your expertise, ask questions, and engage in conversations with your peers. Gain access to exclusive QuickBooks updates: Be the first to know about new features, releases, and training opportunities. Knowledge share: Learn from each other's experiences, best practices, and insights. Get peer-to-peer support: Connect with fellow accountants for advice, troubleshooting, and support.   How to Request Access:   This community is exclusive to QuickBooks customers and requires authentication. To request access:     Make sure you're signed in to community Click Reply to comment on this post, and we'll add you to the member list. Once you're approved, Make sure you're logged into Community before you try to access the l

  Did you receive an unexpected call from "QuickBooks Support"? It's likely a scam. Our support team will never reach out to you to fix a problem with your computer unless you've specifically requested a call back from us.   Still not sure? Hang up, and contact us back through one of our official support channels.   Stay safe, and don't share sensitive details unless you're sure who you're talking to. Learn more about how to recognize official Intuit correspondence and websites.

I keep on having to reconnect my bank and sometiemes takes weeks or months of resolve.  This is frstrating and costs me late fees with the government. I am paying quick books for really poor service, and never happy with support. is there a work around that anyone has found?

Hello QuickBooks Community!   We are thrilled to announce the launch of our new Digital Onboarding Program, designed to help new users get set up and started with QuickBooks Online more easily and efficiently than ever before.   We understand that getting started with a new platform can sometimes be intimidating, so we've developed this program to provide you with step-by-step guidance and support along the way. Our goal is to ensure that every new customer has a seamless and positive experience from the moment they sign up.    Our Digital Onboarding program includes:   - Pathways for those new to QuickBooks Online, Online Advanced, or Online Payroll, and those moving from QuickBooks Desktop to QuickBooks Online- Step-by-step tutorials that will teach you how to use key features- Checklists for the materials you'll need to gather for setup and steps you'll need to complete- Resources such as articles and videos to help you get the most out of QuickBooks On

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How do I send a client the link to write a review

How do I give a refund to a customer that paid using Apple Pay

how to get Sales Report sorted by Customer

I have a client that's a recycler, and they receive inventory from customers, bundle it, and send it on to other customers who pay for the bundles.  They want to inventory by the pound which would be simple except both entities are customers.  I can turn the commodity recyclers into contra-suppliers I suppose, but the customer still gives us the inventory.  Can QBO handle this?