QuickBooks Online Version?

Welcome back to the Community, @Abdul Rehman.

Knowing the version of QuickBooks Online (QBO) you're using is pretty easy, and I'm happy to show you how:

1. In your QBO, go to the Gear icon at the top right to get to the Account and Settings (or Company Settings).
2. Select the Billing & Subscription menu at the left pane.
3. From there, you can see the version of QBO you're using.

For additional information, consider checking out this article: How to update your subscription and billing details.

Please know that I'm only a few clicks away if you have any other issues or concerns. I'll be happy to help. Have a great day!

Hey, I was looking for my QBO version to see if I am qualified for the Priority Circle benefits. When I select Billing & Subscription I get "Have questions about your subscription? Your accountant, xxxxxxxx, can answer them for you. Email your accountant". When I click on "Email your accountant", it points to you but you're not my present accountant. Are you the one that's supposed to help me figure this out? It's no biggy. I always look for & use free benefits when they are available. We are really just getting started in QBO so we need lots of training. Thanks for your help in advance.

Thanks for reaching out here in the Community. I want to make sure you'll get the help that you need, @jbcollett.

What country did you register your QuickBooks in? QuickBooks Priority Circle is available for QuickBooks Enterprise customers. For QBO Advanced, it may not be available to some international versions.

If you have any concerns related to your account, such as billing and charges, our Email team will help you check it. They can give you the details in a secure environment. They can also verify if you're eligible for the Priority Circle benefits.

Here's how:

1. Click the Help menu.
2. Choose Contact Us.
3. Enter your question in the text box.
4. Click Let's talk.
5. Select Email us.

In the meantime, I'd suggest visiting our Community Help website that shares helpful articles to read on topics like account management, banking, reports, and more. Just select a subject from the Topics drop-down menu.

I'd love to make sure that your concern is taken care of. Looking forward to seeing your reply below. I'm determined to help you succeed.

@jbcollett 

We may share a PDF Manual Guide for QBO Global version dated Dec 2019. Most of the contents are still relevant to newbie. Send your business email address in a private message to us if you interested.

Hi,

I'm trying to learn about my Quickbooks subscription. I had someone helping me and I had to get rid of them. I feel they set up my customers very lazily. I want to learn how to delete old customers, add new customers correctly and understand all my subscription has to offer.

Please let me know your thoughts, concerns and ideas.

Thank you,

Sincerely,

JOHN ILES

Hi @ilesprop. Thank you for joining the thread. I appreciate your interest in learning about our product. I'm here to give you an overview of QuickBooks Online (QBO) and how to add or delete customers from your account.

In QBO, you can manage your customers by following these steps:

1. Sign in to your account.
2. Click on Sales at the left pane, then Customers.
3. Tap on the New customer tab to add a new customer.
4. Fill in the details, then Save.

To delete the old customers:

1. Select their names from the list.
2. Choose to Make inactive under the Edit's drop-down menu.
3. Hit Yes, make inactive to confirm the action.

On the other hand, you can check out the different features offered by your current plan from here: QuickBooks Accounting Plan Comparisons.

While working with your data, you can also read through the resources from our self-help articles as your guides. You can check the topics you need help with such as managing your account, taxes, banking, reports, and more.

Let me know if you have follow-up questions while working with QuickBooks. I'm always here to help. Have a good one!

Hi Angelyn,

Thank for the quick response. When I click to make it inactive it says it is a recurring invoice. How do I make that inactive? How do I make that customers inactive when it is a recurring?   

Thank you,

John

Thank you for taking the time to consider my colleague's suggestions for deactivating customers in QuickBooks Online, @ilesprop.

I'm here to help you handle the recurring invoice so you can get this done quickly.

Deleting the recurring transaction allows you to completely mark the customer as inactive. You can do that by simply going to the Recurring transactions on your Settings. Here's how you can do it:

1. Click on the Gear or Settings icon.
2. Under Lists, select Recurring transactions.
3. Locate the repeating invoice that needs to be removed.
4. Click on the Edit drop-down.
5. Select Delete.
6. Then, click on Yes to confirm.

That should do it! You can now try to deactivate the customer once more.

Furthermore, make sure to zero out the customer's balance or clear out all unbilled transactions from the customer's profile to avoid any problem deactivating the customer.

Once everything is good and you're ready to start again, see these links to find out more about adding and personalizing invoices in QBO.

• Create invoices in QuickBooks Online
• Customise invoices, estimates, and sales receipts in QuickBooks Online

We're available 24/7 to answer your queries regarding customers, invoices, or QuickBooks. Feel free to leave a comment below so we can reply as soon as we can. Have a good one!

Hi,

Now the system is tell me I have used all the accounts. It's wanting me to upgrade. I don't need most of the accounts. How can I delete accounts so the system will let me add customers?

John

I'll help you add customers,ilesprop.

You have already reached your usage limits in your QuickBooks Online account. This is the reason you're unable to add new customers. To resolve this, we'll have to reduce your usage.

To do this, let's inactivate some of your accounts. Beforehand there are several things to remember before doing so. I've added this article for reference: Make Account Inactivate in QuickBooks Online.

When you're ready, please follow these steps:

1. Go to the Gear icon and select Chart of accounts.
2. Find the account you want to delete.
3. Select the Action drop-down menu and select Make inactive.

Once done, you can now add your new customers.

Additionally, I've added these articles that'll help you invoice your customers and get paid on time:

• Create Invoice in QuickBooks Online
• Receive Payments in QuickBooks Online

Please keep us posted if you need additional assistance managing your sales transactions. We're always here to help you out.

@ilesprop 

It's wanting me to upgrade

Where is your company located? I am not sure you are using QBO Global version.

Do I have priority help?   I really need help wit the system.

Welcome to the Community, @gaylesprague. I want to ensure you'll be able to get help in navigating your QuickBooks Online (QBO) account.

To clarify, may I know the region of the QBO version you're using? Signing up for QuickBooks Priority Circle may not be available for some international versions. To verify, you can reach out to our Customer support team. They can provide details about this as well as additional options you can take. Here's how:

1. In your QBO account, select the Help menu and click the Search tab.
2. Next, select the Contact us button.
3. Enter a brief description of your concern there and select Continue.
4. From there, choose either Start a chat or Get a callback. 

I've also added this helpful resource that you can open to further help you in navigating your QBO account:

• Get started with QuickBooks Online
• Get started and adjust settings after you sign up for QuickBooks Online

If you have any other QBO concerns, please don't hesitate to post again here. I'd be glad to provide additional assistance. Have a good one and keep safe. 

Hi

i need some help regarding the payroll retention credit program

I'm here to help you get help with the payroll credit retention program, @qtdds219.

A refundable tax credit known as the Employee Retention Credit (ERC) is offered under the CARES Act to qualifying firms that suffer a considerable drop in gross receipts or certain closures as a result of COVID-19. 

This tax credit is equal to 50% of the qualified wages paid to eligible employees between March 13, 2020, and December 31, 2020 (up to $10,000 of qualified wages per employee) and 70% of the qualified wages paid to eligible employees in 2021 (up to $10,000 of qualified wages per employee per calendar quarter). 

The ERC is designed to assist employers in keeping staff on the payroll and reducing the number of people applying for unemployment benefits.

To learn more about the Employee Retention Credit, I recommend contacting our QuickBooks Online Payroll support.

Here's how:

1. In your QuickBooks Online company, select (?) Help.
2. Select either tab to get started:

• Assistant: Get quick, personalized answers. Select a suggested option, or type a question or topic you need help with. If you decide you need further help, you can still chat with a human.
• Search: Type a question, keyword, or topic for QuickBooks Online self-help content or select Contact Us, type a question, and Continue. Choose a way to connect with us:
  • Start a chat with a QuickBooks support expert online.

I'm also adding this article for more information about Employee Retention Credit in QuickBooks Online: What is the Employee Retention Credit?

Let me know if you need additional assistance with Employee Retention Credit program. I'm always here to help. Have a great day.

Hi

Hi there, Shukurym17. 

It's my priority to ensure all your tasks are completed in QuickBooks Online. 

Did you encounter any errors or problems in your account? Adding additional details will help provide an accurate solution to resolve this. A screenshot would be a great help too.

I'll keep an eye on your response. Have a great day!

This is a complete non-answer and the reason so many are so frustrated using QBO.   A simple, direct way to see what version you have within your account is just what that person was looking for and me as well. 

I am trying to find out the version that I am using, but when I click on Accounts & Settings, there isn't a option that is for Billing & Subscriptions in the left panel.

Thanks for reaching out to us, @sunwam63. I'll be happy to route you to the Subscriptions and Billing in QuickBooks Online (QBO), so you can view the version you're using.

With the recent updates in the program, we've moved the Subscriptions and Billing to a new location. As long as you've signed into your QBO account as the primary admin, you can access it under the Profile section in the Gear icon. 

Here's an article to learn more about managing your subscription: Update billing, payment, and subscription info in QuickBooks Online.

Moreover, I'll share this guide if you'll be interested in upgrading your QBO plan to find the features best fit for your business: Upgrade or downgrade your QuickBooks Online edition.

Keep in touch if you have further queries concerning your subscription in QBO. I'll be more than glad to provide additional help. Stay safe, and have a great day ahead.

Followed the directions but the screen just showed our company information. There was nothing about what version we are using.  I use Macs so that may be the reason.   How much is the QB advanced/month??????

@DeniseX-RayAmerica 

You are using QB Online? Login to your account as the Primary Admin and navigate to Billing and Subscription menu.

Where is your company located? If you need more than 5 users, you may consider using QB Desktop.

Hi there, Denise. 

I'm here to assist you with your query about the QuickBooks Online version and QuickBooks Online Advanced pricing. QuickBooks Online is a cloud-based software offered as a monthly subscription. Cloud-based software is already up-to-date as updates and upgrades occur remotely without user intervention. It also means you're automatically using the updated version in real-time without having to manage the updates themselves. 

We offer 50% off for three months of your purchase or a free trial for 30 days to use QuickBooks Online Advanced. You can also click the Talk to Sales button on the bottom-right of the page to interact with our sales support about the product.

You can check the QuickBooks Online Advanced pricing on this page: QuickBooks Online Plans & Pricing. 

Learn more about the new QuickBooks features and recent product updates we've released.

If you have additional questions about QuickBooks Online versions and pricing, please don't hesitate to reply below. We're always here to assist you.