Hi,  Gary8803. How's your day?   There’s only one app for all levels of QuickBooks Online subscriptions. Here's the link to check our QBO subscriptions: https://quickbooks.intuit.com/pricing/   If you’ve input all your information to a different level of subscription, you can either downgrade or upgrade it.   It's a way to bring all your information to different subscriptions since we're using the same account in all subscriptions.   Essentials -  You can either downgrade to ( Simple Start) or upgrade to ( Plus). Plus - You can either downgrade to ( Essentials) or upgrade to ( Advanced).   Here's the an article that helps to downgrade or upgrade:  Downgrade your QuickBooks Online plan.  Upgrade your QuickBooks Online subscription.   Also, I've added an article where you can compare the features in each level of subscription: QuickBooks Online subscription features.    Lastly, I'm inviting you to watch our QuickBooks Online navigation tutorial. It helps you learn more about our product.   Get back in this thread if you need anything else. I'm always here to back you up.  ... View more

Hello da-swid,   It would be helpful to know if an error occurred when clicking the update button.   I haven't seen an ongoing investigation regards with the Chase credit card that's always updating.   Meanwhile, we can try a few basic troubleshooting steps for this.  1. You can use a private browser when you process payroll. Private browsing doesn't store local files or cache. We'll know if it's your original browser which causes this unusual behavior.   You can follow the private browser's shortcut keys below: For Chrome, press Ctrl+Shift+N. For Internet Explorer press Ctrl+Shift+P. Firefox press press Ctrl+Shift+P. For Safari, hold down Command+Shift+N.   2. If you're able to process payroll, you can go back to your original browser and   clear the cache. It allows your browser to function more efficiently.   3. You can also use a compatible browser with QBO.   Let me know how these basic troubleshooting steps go. I'm here to help. ... View more

Hi there, sullymart   If you haven't completed the payroll setup,  you can go to the Overview page to complete the task: Please see the steps below:   Click Workers on the left panel. In the Overview page, locate the TO DO section. Then, click Let's go. However, we can try a few basic troubleshooting steps if you're unable to run payroll in the  Employees page.   Log in to the private browser and let's see if you're able to run payroll. Follow the private browser's shortcut keys:   For Chrome, press Ctrl+Shift+N. For Internet Explorer Ctrl+Shift+P. Firefox press Ctrl+Shift+P. For Safari, hold down Command+Shift+N. Using private browser doesn't store cache. This way,  we will know if it's the regular browser which causes this.   If it works fine, you can go back to your regular browser and clear the cache.  It allows your browser to function more efficiently . Another option is to use a compatible browser with QuickBooks Online.   Get back to us if you need anything else. We'll be around to help. ... View more

Hello leondebruin65,   It would be helpful to know where you entered the expiration dates in QuickBooks.   If you add a note to the customer's information page then we run a report with it. Search for the Customer Contact list. Make sure to filter the columns by Customer and Note.    Here's how: Go to Reports on the left panel. Search for the Customer Contact List. Click the small Gear icon. Make sure to mark a check for the Customer and Note. In addition, addition notes can remind you of the customers' expiration date.   Lastly, you can refer this article if you'd like to save the current customization settings: Memorize the Customer Contact List report.    Get back to us if you need anything with QuickBooks. ... View more

Hi there, Zornitsa.   You'll have to record the received payments to the Undeposited Funds. Then, go to Bank Deposit to match the transaction. You can follow the steps below:   Go to the Bank Deposit under Other. Then, select the customer payments that includes to the deposit. In the Add funds to this deposit section, enter a negative amount of the refund. Click Save and Close. Once done, the transaction will be automatically matched. You can check it in the Banking page.   We'll be around to help you with QuickBooks transactions. ... View more

Thanks for getting back to us, tdupras.   I can help you to show the zero lines that were not billed of the specific invoice. You can follow the steps below:   Click Edit. Select Preferences. Choose Job & Estimates. Click Company Preferences. Make sure to uncheck the Don't print items that have zero amount box. Click OK. I've added a screenshot for you: We'll be around to help you with QuickBooks Desktop. ... View more

Hi there, AV82.   I've checked and verified that our product team is currently investigating this experience you're having when trying to change the EIN.    If you have a payroll subscription then you're one of the affected users. However, if you don't have a payroll subscription, we can try a few basic troubleshooting for this.    There might be too much files in your cache storage which caused this unusual behavior. You can use a private browser when you create a check. Private browsing doesn't store local files or cache.   Here's how:   For Chrome, press Ctrl+Shift+N. For Internet Explorer press Ctrl+Shift+P. Firefox press press Ctrl+Shift+P. For Safari, hold down Command+Shift+N.   If it works fine, you can go back to your regular browser and clear the cache. It allows your browser to function more efficiently. You can also use a compatible browser with QBO.   Reach out to us if you need anything else. ... View more

Hi there, Pmb.   There's no extra charge for contacting our Email and Chat Support Team for QuickBooks Self-Employed. You will only be asked for your billing information if you're reactivating or upgrading your subscription.   For us to take a closer look the transaction and determine what it is for, please contact our Chat and Email Support Team. Just click Assistant in the upper-right hand corner of QuickBooks Self-Employed.   You can also visit this article for more details about Intuit charges on your bank account: Charges on your credit card or bank account.   We're just here whenever you need help with QuickBooks. ... View more

No need to update the service key, CarolSisson.   The Service Key remains the same even if the subscription has already renewed, unless you purchased a different payroll license.   If you're seeing a payroll alert in your Home page, it's possible that QuickBooks isn't recognizing the renewal yet. Let’s sync it by logging in using your Intuit Account.   You can follow the steps below:   Go to Employees menu Select Payroll Center. Check if there is a green check mark in the Subscription Status. Click Manage My Account link to open the Account Maintenance page. Sign in using your Intuit Account log in. Close the page to automatically download a payroll update. I'm adding article where you can check out for further details:   Resolving a problem verifying your payroll subscription. Update or renew your subscription I'm always here to help you if you have additional questions with QuickBooks Desktop. ... View more

How are you, Lghulme?   To delete duplicate companies or accounts, you'll need to cancel them first. Once cancelled, data will be available in read-only access for 90 days if they're on a trial period.  Then, the system will then automatically delete them after that period.    Follow these steps on how to cancel accounts:   Sign in QuickBooks Online as an admin user. Click the Gear icon. Select Accounts and Settings under Your company. Select Billing & Subscription tab. Click Cancel or Cancel Trial in the QuickBooks section. Follow the steps on the screen to cancel your subscription. Although, trial accounts will also be automatically cancelled after 30 days if there are not active billing info. For additional details, you can check out this article: What happens to my QuickBooks Online data after I cancel?   I'd love to help you more with QuickBooks Online.  ... View more

Hello there, jrscottins.   Great to hear that you're considering to use TurboTax in filing your taxes. It offers a number of packages and services for filing Federal and state taxes.   To learn more how the service works, let me route you to the TurboTax website and support forum:    https://ttlc.intuit.com/community/home/misc/03/en-us https://turbotax.intuit.com/ I'll be around if you need anything else with QuickBooks Online. Have a good one. ... View more

Hope you're good today, nihit.   I've checked and verified that there's an ongoing issue when updating AMEX transactions in QBO. Our banking engineers are currently working for the permanent fix to download new AMEX transactions.   Thus, I recommend contacting our QuickBooks Support Team to add you as one of the affected users and notification list. Please follow the steps below: Click Help (?). Click Contact us. Enter a short description of your concern. Then, click Let's Talk. Click Get a callback. Enter your contact information. Select Call me. I'll be around. ... View more

Thanks for getting back to me, istration.   For now, there's no option to export the Product/Service List Report by all price for every customer. This report is group by products.   On the other hand, the Sales by Product/Service Detail is the closest report that you may consider to use. However, it generates by transaction as to how frequent the customer purchases the item.   In the mean time, there's no other report we can run by this.    I'll send this feedback to our product engineers about including different price list for different customer. Also, I'm inviting you to check our QuickBooks Blog so that you'll get updated to the newly released features.   I'll be around if you have further questions with QuickBooks. ... View more

Hi Bill1962,   As a security precaution, your QuickBooks password must be changed every 90 days.   This is to protect sensitive information in your company file which includes credit card numbers and other Personable Identifiable Information (Social Security Number and birth date). More info is discussed in this article about password requirements in QuickBooks Desktop: Password Security for QuickBooks Desktop.   You can either click the Reset Password link in the log in page or use the Automated Password Tool to change your password. Here's the link:  https://passwordreset.quickbooks.com/app/qbdt/passwordreset   However, if the message refers to changing your password for Online BackUp, download  and run the  Online Backup Password Utility 2.0 to change the information.   I'll be around if you have additional questions as you go a along with QuickBooks Desktop. ... View more

It's good to hear you again, istration.   You can use Sales by Product/Service Detail Report. It can help you export different price lists for different customers.   In the Group by drop-down menu, select Customer. Then, click the Settings icon (small gear icon) and make sure to check the box for Price.   Please the attached screenshot below:   Once done, you can now export this either to Excel or to PDF.   Let me know how this report works for you. I'll be around. ... View more

Good day, istration.   Yes, you can export your price lists.   Let's run a Product/Services List Report. You can follow the steps:   Click Reports on the left panel. Search for a Product/Service List. Click the Drop-down arrow beside the mini Gear icon. Choose either Export to Excel or Export to PDF. I've added a sample screenshot for you:   Then, click the Settings icon (small gear icon) and check the box for Price.   Another option is to export the price lists in the Product and Services. Here's how:   Click Sales. Select Product and Services. Click the Export to excel icon beside mini gear icon. Also, you can memorize the Product/Service List reports. It helps you to save the current customization settings.    I'd be happy to help you more with QuickBooks. ... View more

Hi Red29, thanks for getting back to us.   The form that was deleted will not show up the in the invoice page and in the Custom Form Style.   If you're getting the same result, I suggest contacting our QuickBooks Support Team. This way, they'll investigate the main cause why the form is switching to the deleted one. Please follow the steps below:   Click Help (?). Click Contact us. Enter a short description of your concern. Then, click Let's Talk.  Click Get a callback. Enter your contact information. Select Call me.  We'll be around if you have further questions with the Custom Form Style. ... View more

Hi there, sagekitty1.   If you are referring to the credit card transactions, the answer is Yes.   It has been reported to some users. I've checked and verified that there's an ongoing issue with downloading new AMEX transactions in QBO. Our banking engineers are currently working for the permanent fix to download AMEX transactions.   Thus, I recommend contacting our QuickBooks Support Team to add you as one of the affected users and notification list. Please follow the steps below:   Click Help (?). Click Contact us. Enter a short description of your concern. Then, click Let's Talk. Click Get a callback. Enter your contact information. Select Call me. You can always go back here if you have further questions with QuickBooks. ... View more

Hi there, david-giannini.   Here's how to resend your old invoice in QuickBooks:   Click Sales on the left panel. Choose the invoice in the All Sales tab or customer profiles. Click Save and send. You can check out the different ways to send invoices to your customer. Also, you'll get more details with the invoices like checking the invoice status and changing the payment method.   Just tap on me if you have further questions with the invoice. I'm here to help. ... View more

Let's try a few basic troubleshooting for this, charlottesprinti.   First, log in to the private browser to see the unpaid invoices and create an invoice.Private browsing doesn't store local files or cache. This way, we will know if it's the original browser which causes this unexpected behavior.   Follow the private browser's shortcut keys:   For Chrome, press Ctrl+Shift+N. For Internet Explorer Ctrl+Shift+P. Firefox press Ctrl+Shift+P. For Safari, hold down Command+Shift+N. If it works, you can go back to your regular browser and clear the cache. This lets your browser start fresh. If you're still unable to see the unpaid invoices and can't create invoice, you can use a compatible browser with QuickBooks Online.   Let me know if you're now able to create invoice and see the unpaid one. I'm here to help. ... View more

How are you, legsinn?   If you're referring to delete the most recent payroll check. You can follow the steps below:   Click Reports on the left panel. Search the specific report you're referring to delete. On the Paycheck List Report, select the checkbox next to the paycheck to delete it. Then, click the Batch Action drop-down arrow. Click Delete. Click Yes to confirm. On the other hand, deleting an older paycheck needs to delete any paychecks for the employee that came after until you get to the payroll check that you'll want to delete.   I'm just here if you need anything else with the payroll check. ... View more