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samalia
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Made for you, Quick-Look FAQ: Series 2, 2021

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Global Quick-Look FAQ: Series 2, 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 International customers that answer your most asked questions from the last quarter. 

 

How do I add another Company to my QBO account? 

To add another company to your QBO account, you'll need to sign-up for a new QuickBooks Online company. Here are the steps to get started:

 

  1. Click the https://quickbooks.intuit.com/choose-country/ link. 
  2. Select your continent. 
  3. Choose your country from the list. 
  4. Click either Buy Now or Free 30-day Trial. 
  5. Choose your new QBO plan. 
  6. Click Add another company. 
  7. Enter your existing Intuit login credentials. 
  8. Follow the prompts to complete the signup process. 

 

Quick-Tip: One company file is equivalent to one subscription.

 

How do I change the master administrator on the account?

If you need to change the master administrator on your QBO account, you have two options:

 

  1. Reach out to the master admin directly and ask them to login into the account and transfer the role
  2. If the master admin is unavailable to transfer the role, you can send a request to our account protection team. 

 

Quick-Tip:  Reaching out to your master admin directly is the most recommended, and fastest route.

 

How do I record the interest received in my bank account?

You can record interest received in QBO by 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. 

 

What different types of users can I add to my company?

There are 5 different types of users you can add to your QuickBooks Online Account.:

Standard user - use this type to customise a user's access rights. (limited to only certain options; you cannot pick and choose from each section)

  • Company admin - these users have all access rights within QBO and to any other services your company is subscribed to.
  • Reports only (QBO 's version of Read Only access)
  • Time Tracking only - they can see a special version that contains only time sheets and time reports for themselves. They have no access to any other feature within QBO.
  • Accountant - every company is allowed one Accountant user

 

Quick-Tip: Each user has different access rights within your QuickBooks company and each company has different user limits

 

How do I attach documents to an invoice?

You can attach a document to an invoice in a few easy steps:

  1. On the Invoice page, click Attachments.
  2. Browse the file you want to add, then click Open to add.
  3. You can also check the Attach to email box, it will send the attachment to the customer along with the invoice details.
  4. Click Save and send

 

Quick-Tip: You can add more than one attachment as long as it doesn't exceed 25MB

 

How do I record payroll transactions manually?

To manually record payroll transactions in, QuickBooks Online International version you will need to record accounting information for your payroll  using, journal entries 

 

Help! I don’t see the option to turn on Inventory tracking.

Inventory tracking is only available for QuickBooks Online Plus. If you don’t have Plus, upgrade your QuickBooks plan to start tracking your inventory. If you already have Plus, you can turn on inventory tracking by following these steps:

  1. Go to Settings ⚙ and select Account and Settings.
  2. Select Sales.
  3. Select Edit ✎ in the Products and services section.
  4. Turn on Show Product/Service column on sales forms.
  5. Turn on both Track quantity and price/rate and Track inventory quantity on hand.
  6. Select Save and then Done.

 

I need help resetting my password to login to my account.

If you forgot your QuickBooks Online sign-in info, or are locked out of your account- no worries. We are here to help you reset your password and get your user ID so you can get back to business. 

 

Quick-Tip: To proceed with the password reset or user ID recovery, you need to have access to the email you used when you signed up for QuickBooks Online. If you no longer have access, send us an email change request.

 

Don't see your question posted here? You can ask new questions anytime in our Community Q&A that are answered by our knowledgable team of QuickBooks Community experts, as well as other QuickBooks Accountants and SMB’s.  We also have a broad range of Help Articles on a variety of topics tailored to guide you through QuickBooks online step-by-step. 


Quick-Tip: Not sure of where to go to post a new question in Community?  Here is a quick video example to get you started:

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