About QuickBooks Online
What is QuickBooks Online?
QuickBooks Online is a cloud based financial management software. Its 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
- Managing your customers and suppliers
- Monitoring your tax and making tax return 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 access QuickBooks Online straight from your internet browser on any computer or web enabled device whenever, wherever.
What are the system Requirements for QuickBooks Online?
Recommended system requirements
- Windows PC: 1 GHz computer with 256 MB of RAM running Windows XP or later
- Apple Mac: Intel-based Mac running OS X 10.5 or later
- Latest version of Internet Explorer, Firefox, Google Chrome or Safari for Mac
- High-speed internet connection (DSL, cable, T1)
Note: QuickBooks is not supported on Linux, including Ubuntu and Fedora
QuickBooks Online works best with a fast broadband Internet connection.
Which QuickBooks Online plan is right for me and what is the monthly subscription cost?
There are three plans to choose from to suite your business' needs at an affordable monthly subscription. We recommend you choose the plan with the feature set that meets your business needs today, you can upgrade to a higher plan as your business grows.
Will QuickBooks Online work on my Apple Mac?
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.
Can I access QuickBooks Online on my mobile phone or tablet?
QuickBooks Online can be accessed from any web enabled mobile device with a web browser. The experience is optimised on any iOS device (iPad, iPhone or iPod Touch) and Android tablet or Smartphone with the QuickBooks Online App.
Can I access QuickBooks Online offline?
You will need an internet connection to access QuickBooks Online.
Am I entitled to software updates/upgrades and how do I upgrade?
Yes. One of the many benefits of cloud based software is that you're always on the latest version. Updates happen automatically and won't affect your data in the slightest. If the software has been updated, you'll see a message when you log in.
Is there a trial period and how do I sign 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 any payment details for trial.
How do I subscribe if I decide that QuickBooks Online is right for me?
What information do I need to sign up?
What payment methods do you accept?
Can I pay the subscription annually?
Is there a minimum subscription period?
Does QuickBooks Online provide onsite setup assistance?
How do I cancel QuickBooks Online if I decide it isn't right for me?
Can I have more than one company file?
Can multiple users access my QuickBooks Online company file at the same time?
Can I import and export data into QuickBooks Online?
Plus you can export reports to MS Excel.
Is technical support included?
Do I enjoy discounts for signing up more than 1 company files?
Data and Security
How secure is my data?
Intuit takes security very seriously and ensures your data is secured and available to you.
What happens to my data if I cancel?
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.
Can I download a copy of my data?
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
You can also export any QuickBooks Online report to MS Excel.
How do I reset my password or recover my user ID?
- 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
What are some of the reports available in QuickBooks Online?
Here are a few commonly used reports: Profit & Loss, Balance Sheet, General Ledger, Trial Balance, Statement of Cash Flows, and Transaction List.
Can I upload more than 1 company logo?
No, you can upload up to one company logo per company file.