QuickBooks Online FAQs

QuickBooks Online is a cloud-based financial management software. It's designed to slash the time you spend managing your business finances, by helping you with tasks such as: 

• Creating estimates and invoices
• Tracking sales and cash flow
• Bringing in your bank data
• Creating Expense and Pay Bills
• Managing your customers and suppliers
• Monitoring your tax and making tax returns much easier
• Understanding your company's performance
• Planning ahead and budgeting

Being a true cloud solution, there's no need to install any software. You can access QuickBooks Online straight from your internet browser on any computer or web-enabled device whenever, wherever.

Yes, subscriptions are charged on a monthly basis. You can visit our pricing plans and decide whether you want to pay monthly or annually.

QuickBooks Online offers a user-friendly experience for small businesses to manage their financial reports, track income and expenses, and more. You can watch our tutorial videos on how to use QuickBooks Online.

Your accountant will have access to all of the features available in your version of QBO. You can invite up to two accountants. Accountant users have additional privileges that allow them to undo entire reconciliations, reclassify transactions, and write off invoices.

The usage limits in QuickBooks Online Essentials are up to 3 users plus your accountant. For QuickBooks Plus the user limit is up to 5 users plus your accountant.

You can learn how to use QuickBooks Online through our tutorial videos. 

Yes, you can sign up for an account from any region but we do recommend using an account where your business operates as our products are localised for each region. You can access your account from any part of the world. 

Yes, it is easy to switch to QuickBooks Online from Excel, Reckon, MYOB, Sage or Xero using CSV files.

Here are the recommended system requirements for QuickBooks Online

• Windows PC: Windows 10, Intel Core i5 or comparable processor (2015 or newer) with at least 4 GB of RAM. Note: You need Adobe Reader 11.0 or higher to print forms.
• Apple Mac: OS X "Big Sur" 11.1 or newer.
• Latest version of Internet Explorer, Firefox, Google Chrome or Safari for Mac
• Internet connection: 3 Mbps or higher.

Note: QuickBooks is not supported on Linux, including Ubuntu and Fedora 

Internet Connection

QuickBooks Online works best with a fast broadband Internet connection.

Absolutely! QuickBooks Online is a full Cloud solution that can be used on any compatible browser on any computer (PC or Mac), and mobile device.

View our pricing page to see the current price for QuickBooks Online, you can try a 30-day free trial before signing up. 

There's a 30-day free trial period. Just enter your name, email address and choose a password and you're good to go - we don't ask for your payment details for the trial.

Choose a plan and get started

We accept all major credit and debit cards - Visa, MasterCard, and AMEX.

You can import and export the following lists to and from MS Excel or CSV file: 

• Customers 
• Suppliers 
• Products and services 
• Chart of accounts 
• Invoice
• Bills
• Bank data

Plus you can export reports to MS Excel.

If QuickBooks Online isn't the right fit for your needs, you can cancel using the steps below:

• Sign in to the Intuit Account Manager. Click on "Products & billing" and then select your company name. 
• This will direct you to your subscription page. Locate the product you wish to cancel and click on "Cancel subscription." 
• A multiple-choice survey about the reasons for canceling your subscription will be presented. After completing it, click "Continue to cancel." 
• You will be shown a page that outlines the benefits of the product and the last day of subscription usability. Click "Continue to cancel." 
• A pop-up will appear, confirming the cancellation of your subscription. Click "Got it

For QuickBooks Online, the files are stored in the cloud using Amazon Web Services (AWS) infrastructure. This means that your data is backed up and stored off-site and is transmitted using 128-bit SSL encryption

QuickBooks Cloud Accounting Software keeps all your accounting data secure, private, and protected in the cloud, which means we automatically back up your data for you.

Intuit takes security very seriously and ensures your data is secured and available to you.

If you decide to cancel during the free 30-day trial, we'll delete all traces of your data from our servers immediately. When it's gone, it's gone - so before you cancel, make sure you've saved all the reports you want to keep.

If you're a paying QuickBooks Online subscriber, after you cancel we'll give you read-only access to all your data. This will last for 365 days, after which we'll delete all your data from our servers.

QuickBooks Online allows you to export the following lists to MS Excel with one click of your mouse: 

• Chart of accounts 
• Customers and suppliers 
• Products and services 
• Employees 

You can also export any QuickBooks Online report to MS Excel.

You can add and manage users in QuickBooks Online to help with business accounting and operations. 

Additionally, you have the option to customise each role and produce individual permissions for specific tasks.

You can switch between Business and Accountant view anytime and it doesn’t affect your data.

You can reset your password or recover user ID following these steps:

• Go to http://go.qbo.intuit.com 
• Click 'Can't access your account?' 
• Select I forgot my user ID and enter the email addresses you used when you signed up for QuickBooks Online. 
• We will send you an email informing you of your user ID

Yes, QuickBooks Online supports 145 different currencies for our international clients. 

QuickBooks uses exchange rates to get the home currency values of your foreign currency transactions. QuickBooks downloads and uses exchange rates from the current market.

Yes, QuickBooks accepts international payments. QuickBooks' Multicurrency helps you record foreign transactions easily without worrying about exchange rate conversions.

*Note that multi-currency is only available in QuickBooks Online Essentials and Plus. If you are using the Simple Start version, you will need to upgrade.

Yes, QuickBooks-supported languages are English, Chinese, French, Italian, Spanish, Arabic, Thai, Portuguese, German, Japanese, and Korean.

Here are a few commonly used reports: Profit & Loss, Balance Sheet, General Ledger, Trial Balance, Statement of Cash Flows, and Transaction List.

Yes, QuickBooks Mobile App sync automatically with QuickBooks Online.