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You can change your home currency on your own ONLY when you have not activated the Multicurrency feature in QuickBooks Online. These are a few easy steps that you can follow. Select the Gear icon, then Account and Settings. Select Advanced. Then at the Currency column, select the edit button. At the Home currency column, select the currency you wish to change to from the drop-down menu. Select Save, then Done. If you have already activated the Multicurrency feature, you can only change the home currency by deleting all your data and starting over from scratch. Note: The Multicurrency feature is not available in all versions of QuickBooks. If you don't see Currency, then your version of QuickBooks does not have this feature.

If the print icon is missing from your preview screen, it may be due to your choice of browser. Newer versions of Google Chrome use a default .pdf plugin that doesn't have a print button. If you’re using QuickBooks Online with Internet Explorer 11 (IE 11), you may not see a Print button when you try to print reports because IE 11 doesn't support native print at this time. How do I print in Google Chrome? To print in newer versions of Google Chrome use these following steps: Locate the sales form you'd like to print. Select Print or Preview at the bottom. Right-click anywhere on the preview and select Print. Be sure you keep the original preview window open. After printing, return to the original preview window and select the Close button. (Note: If you don't use Close, the sales form won't show as printed and will remain on your list of forms which need to be printed.) How do I print in Internet Explorer 11? If you use Internet Explorer 11 you can still print by doing one of

In QuickBooks Online, you can manually re-sort the customer list by last name first. Note  If a customer is a sub-customer, the sub-customer is sorted within the parent customer. To make your customer names show as last name first, you need to edit each customer one at a time: Go to Customers & leads and select Customers (Take me there). Select the customer's name then Edit. Change the Display name as field so it shows the last name first. If there’s no option to change in the Display name as dropdown, enter the First Name and Last Name in the appropriate fields then select the dropdown again. Select Save and close. Now you're able to sort the customer list by last name first.

If you have a customer that has a repeat invoice, save time by duplicating the invoice instead of entering all the info twice. Here's how: Go to Bookkeeping, select Transactions, then select All Sales (Take me there). Find the invoice or estimate you want to copy. In the Action column, select the dropdown  ▼. Then select Copy.  Edit the invoice or estimate as needed, then select Save.

Your current subscription rate is dependent upon its original rate and any discounts offered at the time your subscription began.  Most subscription rate questions you have should be answered by the information provided on the Your Account  (or Account and Settings depending on what you see) page in QuickBooks Online. If your rate seems higher than you expected, here are some scenarios that could explain why: Tax/GST is added to the base subscription price.

You received this alert because your accounting has journal entries that mix currencies for customers or suppliers. These should be corrected because they may lead to incorrect open balances for them, or incorrect exchange gains or losses in your accounting. How the problem happened When working with multiple currencies in QuickBooks Online, all transactions for a customer or supplier must be recorded in the currency you assigned to that customer or supplier. This means when you are creating a journal entry that includes accounts receivable (A/R) or accounts payable (A/P), the currency of the transaction, the A/R and A/P accounts, and the customers/suppliers must all match. QBO now blocks journal entries that mix currencies for customers or suppliers because these may lead to incorrect open balances for them, or incorrect exchange gains or losses in your accounting. How to find the problem journal entries QBO has a new report called Invalid Journal Transactions tha

Currently, QuickBooks Online International version does not have payroll function built in-product. However, there are payroll app integration offered by third-party companies. Singapore Talenox - https://quickbooks.intuit.com/sg/apps/talenox/ Justlogin - https://justlogin.com/ Gpayroll - https://quickbooks.intuit.com/sg/apps/gpayroll/ Malaysia PayrollPanda - https://www.payrollpanda.my/ Gpayroll - https://quickbooks.intuit.com/my/apps/gpayroll/ Hong Kong GPayroll - https://quickbooks.intuit.com/content/quickbooks/msm/sites/en/hk/apps/gpayroll.html

For security reasons, Intuit does not change company information or personal email addresses for you. Log in to QuickBooks Online and follow the outlined steps in this article to update your company information. Change the Company Name If you recently changed your company name, you need to update it in several places in QuickBooks Online: Company name: "Doing business as" name or "Trade Name". This is how customers recognise the company. Legal name: Name used to communicate with the government. Your company name will be automatically set as your legal name if this field is left blank. Email Messages: Company name that appears on customer emails. Location List: Applicable to QuickBooks Online Plus Only. Please ignore if you are not using location tracking. Change the Company Name Select the Gear icon, then Company Settings (or Account and Settings). Select Company from the left menu. In the Company section, Select the Pencil icon. Make the necessary changes. You can select Ad

Every transaction (with the exception of journal entries) is separated into a header and a detail portion. When classes are assigned, they get attached to the detail portion of transactions. They do not get associated with the header accounts. So, if the account being reported is a header type of account, the class data does not get saved with the header. Bank accounts, loan accounts, and all header type of accounts, cannot be linked to a class on the reports. For example: On a Cheque, the bank account is the header and the account selected in the table is the detail. On an Invoice, A/R is the header and the income account linked to the product/service is the detail. The type of transaction information pulled into a report depends on the type of report. For example: Reports that are reporting income and expense account information, pull information from the detail of transactions. Reports that are reporting asset, liability, and equity account information, pull information from

You can track Profit and Loss by Customer without using Class or Location Tracking function. This feature is only available on QuickBooks Online Plus version. First, you will need to turn on Track expenses and items by customer under Account and Settings: Select the Gear icon, then Account and settings and follow by Expenses tab. Tick to turn on Track expenses and items by customer. Select Save and Done. When you record the transactions (Invoices and Expenses) make sure you have selected the customer’s name in the transaction. For Expense transaction, the Customer column is under Account details. For Invoice, you can select the customer’s name from the drop-down arrow at the top. Once you have done the transaction recording as above, you are able to run the report as following steps: Go to Business overview and select Reports (Take me there). In the search box, type in Profit and Loss by Customer. If you wish to select a specific customer, select Customise, then select Fil

Invoices, sales receipts, quotes and credit notes: To make items on your invoices and sales receipts taxable: On the product or service line(s) that you'd like to collect sales tax for, click to select the box under the VAT column. Select a tax rate from the dropdown menu. Click Save and close. Note: If you don't see a VAT column on your transaction, check to see that you've turned on the Tax feature.

Do you need to change the first day of your work week on your timesheet? This can be done in a few steps. Edit the first day of your work week You can change the first day of your work week in Advanced Settings. Go to Settings ⚙. Select Account and settings. Select Time. In the General section, select Edit ✎. From the First day of work week ▼ dropdown, choose the day your work week starts. Select Save, then select Done.

You cannot delete a supplier at this time, but you can make one permanently inactive. Here's how to make a supplier inactive: Go to Get paid & pay and select Suppliers (Take me there). Select Make inactive in the dropdown menu beside the supplier you want to make inactive. Instead of making them inactive, it's better in some situations to merge accounts, customers, suppliers instead. Now you know how to make a supplier inactive.

You may encounter an instance when running Purchase by Class Detail report showing empty when they assigned a class in their Bill and Expense. This is due to assigning the class to account details instead of item details. The purchase by Class Detail Report only draws information from the Item Detail section when creating a Bill or Expense.

The account’s region is set by the region’s website in which the subscription was made. This cannot be changed If you wish to change the country, you may need to create a new account by choosing the country first: https://quickbooks.intuit.com/choose-country/. You may want to use Multicurrency feature to record foreign currency transaction using the same account without changing the account’s country.

Each time you finish reconciling, QuickBooks Online automatically generates a reconciliation report for that session. The reconciliation report is useful if you have trouble reconciling the following month and when you meet with your accountant. The reconciliation report summarises the following: Beginning and ending balances. Lists which transactions were cleared and which were left uncleared when you reconciled. Note: QuickBooks Online automatically generates a new reconciliation report even if you reconcile the account for the same month. How to view a reconciliation report Go to Business overview and select Reports (Take me there). Type Reconciliation Report in the Find report by name search bar. Select Reconciliation Reports. Select the Account for the reconciliation report you want to view. From the Report period dropdown arrow, choose the reconcile period. Select View Report. How to print a reconciliation report To p

To see all the charges for a customer: The Transaction List by Customer report shows all transactions. You can modify it to show only charges. Go to Business overview and select Reports (Take me there). Enter Transaction List by Customer in the search bar. (Note: The Transaction List by Customer report is a feature that's available only in QuickBooks Online Plus.) Select Customise at the top. Select Filter. Under the Transaction Type dropdown arrow, choose Non-posting. Select Run report. Charges are non-posting transactions and don't appear in most accounting reports or in registers (or account histories). To see the list of recurring charges: Select the Gear icon at the top, then Recurring Transactions. Under the Transaction Type dropdown arrow, choose Charge (or Non-Posting Charge). Each line is a template that creates one or more charges.

There are several ways to locate and delete a bill in QuickBooks Online. Delete the bill from the Bill window You can delete a bill from the Bill window, to enable you to review the details of the transaction. There are multiple ways to view the bill in the Bill window — from the Expense Transactions list, the Accounts Payable register, or from a report. To delete a bill: Open the bill to delete using one of these methods: Go to Bookkeeping, select Transactions, then select Expenses (Take me there). Select the appropriate bill from the Expense Transactions list. In the Accounts Payable register in the Chart of Accounts, locate and select the bill. Select the bill from within a report. In the Bill window, select More at the bottom of the screen, and select Delete from the pop-up menu. When prompted, select Yes to confirm that you want to delete the bill. The bill is deleted. Delete the bill without opening it You can acce

Find out what might be happening if you can't subscribe or pay your current subscription to QuickBooks Online. Here are some troubleshooting steps you can take to resolve the problem: 1. Check that all credit card details including CVV are entered correctly in the payment page. 2. If your credit card is a new card replacing an expired card, check that your new credit card has been enabled for use. 3. Contact your bank to ensure that the bank allows recurring billing from an online merchant. If this is not enabled by the bank, monthly recurring payment for QuickBooks Online may fail. Important information Monthly subscription payments for QuickBooks Online are done automatically every month once you have saved your credit card detail in the Billing and Subscription section. Wire Transfers or cash payments are not available. If you nee to update payment information due to new credit card details follow these steps: Go to the Gear icon Select Account and Settings Select Billing and

If you find that your income and expense transactions are missing from your profit and loss report, there are a few things you can do to troubleshoot this issue. Check your accounting basis The first item that should be checked is how the accounting basis is set for the Profit and Loss report. Note: The difference between cash basis and accrual basis reporting is how the date is determined for reporting the income or expense. How to run a Profit and Loss report: Go to Business overview and select Reports (Take me there). Open the Profit and Loss report. Select the report period and set the accounting method to how you want the income/expense reported. Select Customise. In the Customise report window, select any additional information you wish to include. Select Run report. Things to know when you run a report: With invoices and received payments, the revenue information is contained in the invoice. With bills and bills payment, the expense is

At Intuit, we take performance seriously. However, if you're having speed issues with your QuickBooks Online there are several things that you can look at to ensure you're getting the most out of your user experience. Performance overview for QuickBooks Online Intuit expects the most-used pages in QuickBooks Online to load in 10 seconds, and we continually monitor our systems to ensure we are meeting this goal. While QuickBooks Online is a web-based service, it also relies on your computer or device’s processing power, the amount of available memory (RAM), and the bandwidth of your Internet connection to perform as intended. A shortfall in any area can reduce performance. Check that your system meets the basic requirements to help narrow down the reason for slow performance: System requirements for QuickBooks Online. How to improve performance There are a few things you should check to ensure you're getting the most out of your QuickBooks Online experience. Are you using Google Chrom

Learn how to check your scheduled transactions and add any that are missing. Do you want to check if your scheduled transactions ran successfully? We'll show you which report to run and what to do if anything is missing. Run a Recent Automatic Transactions report Review your transaction history by running the Recent Automatic Transactions report. Go to Settings ⚙. Under Lists, select Recurring transactions. Type Recent Automatic Transactions in the search box. Review this report for any missing transactions. Add a missing scheduled transaction If you find a scheduled transaction that didn't run, manually create it by using the template. Select Settings ⚙️.. Under Lists, select Recurring transactions. In the Action column, select the dropdown arrow. Choose the template you need, and select Use. Select Save to record the transactions.

To delete the transactions that appear in an inactive account, you need to do the following: Make the account active from the chart of accounts list. Delete the transactions in the account one at a time. Make the account inactive again from the chart of accounts list. Step 1: Make the account active Go to Bookkeeping and select Chart of accounts (Take me there). Next to the printer icon, select the Settings ⚙ icon, then check Include inactive. Locate the deleted account and select Make active. Step 2: Delete the transactions In the Chart of accounts list, locate the account and select Account history. Select the transaction, then Delete. Repeat for all other transactions. Step 3: Make the account inactive You can make the account inactive after deleting all the transactions. Locate the account in the Chart of accounts list and select the Action ▼ dropdown, then select Make inactive. Select Yes to confirm.  

A Balance Sheet report gives you a financial snapshot of your company as of a specific date. It calculates how much your business is worth (your business's equity) by subtracting all the money your company owes (liabilities) from everything it owns (assets): Assets - Liabilities = Equity Note: The total for equity includes your company's net income for the financial year to date. How to run a Balance Sheet report Go to Business overview and select Reports (Take me there). Select Balance Sheet. Tip: To see a higher-level summary, run the Balance Sheet Summary report instead. Differences between a Balance Sheet report and other reports You may notice that your Balance Sheet report doesn't match your other reports even after making sure that all the filters are the same. There are a few reasons why this occurs, such as: Your Balance Sheet report is a cumulative report that carries a beginning balance. In other reports, the date range you set only applies to net income and the s

Get help with common printing issues when using QuickBooks Online on a browser for Windows. If you're having trouble printing in Windows, don't worry. Here are troubleshooting articles to help you be able to print again. Using Safari in Mac? Find troubleshooting help here. Problem: My printed output looks wrong If the report header prints in the middle of the page: How do I clear the temporary Internet files and cache? Problem: I'm getting other errors and unexpected results when printing The printer icon is missing from the preview screen The screen is blank when printing in Internet Explorer Update, repair or reinstall Adobe Reader Troubleshooting steps for PDF printing issues