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Learn how to request to be the primary admin or contact for a QuickBooks account. If the primary admin is unavailable to transfer the role to you, it’s okay. Even if they’re not around or can’t make the change on their own, you can send a request to ...

I want to create another company profile on Quickbooks 

Currently I have Mutual Funds and Stocks setup as Current Assets>Investments. When I purchase a fund with my bank account, should I use expense or transfer? How does it affect the profit & loss, balance sheet and cash flow reports doing it one way or...

Learn how to add your bank and credit card accounts to QuickBooks Online and download your transactions. Online banking, or bank feeds, saves time so you don’t have to enter anything manually. Once you connect your accounts, transactions will downloa...

Learn how to check the format of the CSV file you got from your bank to upload transactions to QuickBooks. Instead of connecting your bank and credit card accounts to QuickBooks, you can upload them manually. You usually download this file from your ...

Learn how to get transactions from your bank or credit cards and manually import them into QuickBooks Online. Online banking is one of the biggest timesavers in QuickBooks Online. When you connect your bank and credit card accounts, QuickBooks automa...

Message when trying to open states the file cannot be opened, but it exists.

(We are a small and new company. I am unfamiliar with Quickbooks and accounting.) Regularly our employees are using their personal credit cards for minor and major purchases and we reimburse them (manually, via direct deposit or wire - not from Quick...

Learn about the different options for user roles and access permissions. When you add a user in QuickBooks online, you can manage their roles and limit their access to specific tasks. You can also choose what users can see and do within different are...

We're sorry to see you go. If QuickBooks Online isn't the right fit for you, we want to help you find the right tools. Here's how to cancel your subscription or trial. Downgrade your subscription level If you need fewer features, consider downgrading...

Learn how to download your data from QuickBooks Online. There's a simple way to export your QuickBooks Online reports and lists. This means you can easily download the data entered into your file to your local hard drive. Export your reports and list...

how to add car loan with down payment (expense) and record it as fixed asset? example: car cost 5000, down payment 1000, loan amount: 4000, monthly instalment: 400 (inclusive of interest) and fixed asset depreciation at year end.

Is there a way to create a recurring invoice template with a start date earlier than the date you are creating the template?

Most printing problems in QuickBooks Online can be resolved by updating Adobe Reader/Acrobat to the latest version or by repairing your Adobe installation. Updating, repairing, or re-installing your Adobe Reader/Acrobat is simple and can be accomplis...

Currently, QuickBooks Online International version doesn't have payroll functionality inbuilt. As a workaround, journal entries are a good way to record the accounting information for your payroll. Below is an example of how to record a payroll journ...

I joined this company in June 2018. The record of this company before June was not clear and many records are missing. Today, my boss said that we have to pay back a loan we had made in Jan 2018. (Let's say the loan = USD10,000). However, when I chec...

Learn how to manage multiple company files. You can have multiple companies under the same QuickBooks Online account. Each company file is it's own paid subscription, but you access them with the same sign-in info. This lets you quickly switch betwee...

Learn how to personalise and add specific info to your sales forms. QuickBooks Online gives you the tools to create attractive, professional-looking invoices, estimates, and sales receipts. Customising the appearance and layout of sales forms is a si...

Learn how to track your inventory in QuickBooks Online Plus. QuickBooks Online has everything you need to manage your inventory. Track what's on hand, get alerts when it’s time to restock and see insights on what you buy and sell. You can also enter ...

If you earned interest, you can easily record it in QuickBooks Online using the Bank Deposit feature. You can track the interest from bank or savings accounts, investments, or interest payments to you on loans your business made. Here are a few simpl...

Hi All, May any expert guide that how I will check/confirm that I am using the QuickBooks Online Start, Essential, OR Plus? The About QuickBooks option is showing the version number and the level of version (Start, Essential, & Plus) is not mentioned...