Account Management

I won't need to do it before 2027 but would be good to know whether I'll need to upgrade to the other QuickBooks service

    1. How do I know if I am exceeding the Usage limits?   You can easily check your current usage by navigating to the Cogwheel, then selecting Account and Settings and finally clicking on the Usage section. QuickBooks will highlight any areas where you’re exceeding the limits. If you’re an accountant, log in directly to your client’s account to get the most up-to-date usage information. You can also adjust and increase your usage based on this information if you still have some room to do so. For more details, check out our article on Learn about Usage Limits in QuickBooks Online.                     2. How can I reduce my usage myself?   To help you stay within your usage limits, you can try the following: Billable Users: Delete an active (invited) user if you have too many users in your account. Some user types, like View company reports and Track time only, don't count toward the user limit. Chart of accou

Other payroll systems do this automatically for you but I have not found a way to do this on QB. It would be great to know if any of you have found a way as it is a real pain trying to work it out each week for the payrun.

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My last years tax report is not showing, where do i find it?

After yet another set of "Improvements" to QBO, we have taken decision to move to a more stable accounting platform. It is clear that the product managers have never tried to run a small organization with limited resources for re-training. Otherwise they wouldn't keep "revising" the product to the extent that we need to re-train our staff. We can't sustain this anymore, so we are actively researching an alternative. I know I'm preaching to the choir here, but does anybody have any guidance on how easy it is to export prior year transactions so we can at least access them outside of QBO?

Is anybody else having this error message when filling timesheets? It won't save my hours. "This field is required"Below the username.

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I amend the message but the invoice or reminder does not update the change

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This is using QB Self-Employed. My correct address is showing in my account but my old address is still showing when I send an invoice and I can't see where to change this.

Hello everyone, I’m an instructor at a charitable training centre preparing adults (including those with disabilities) for workforce entry. Our accounting curriculum spans three progressive levels over several months, and we recently transitioned from desktop software to QuickBooks Online to align with industry practice. The problem is that the standard 30-day trial ends long before our courses conclude, and it feels unfair to ask students to pay for a subscription to learn software they will almost certainly purchase later or work for someone who already pays for it. I also don’t understand why accountants receive free QBO accounts to attract clients, yet educational programs, guaranteed to produce future QuickBooks users, are left unsupported. Has anyone here successfully arranged: An institution-wide QuickBooks Online license covering multi-month courses? An extended trial or educational plan specifically for nonprofit training programs? Any advice, contacts at Intuit, or experience

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Why does my app close after I enter a journey in the mileage section?

We purchase materials, and pay subcontractors, to repair properties on behalf of Landlord's. How do I record purchases (materials & labour) to a specific property on Quickbooks, and then how would I link that to the Landlord, so that I know how much to raise an invoice for at the end of the month?

No options to chat or call anyone about this either now too!

I heard that this year the name of my account was changing from self employed to sole trader and some of the functionality - has this occurred ? - Im away at sea so only get sporadic access. Why has the help chat facility now non existent ?

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I've just logged back on to do some tax work. I was a few weeks from finishing all my transactions for 2024/25. I was scrolling down the transaction list and for some reason it cuts off on the 14th November. What's going on? To clarify the bank has been resynced to QB so I have no idea why it's showing everything up to November 2024.