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Occasionally, you may notice that one or more of your recurring transactions were not created. To fix this issue, follow the recommended solutions outlined in this article. Tip: For any templates that don't run, a quick way to create the needed transaction is to "Use" the template. Go to Settings ⚙. Under Lists, select Recurring transactions. From the list, find the recurring transaction. Select Use from the Edit dropdown. Review the transaction details and add more if needed, then select Save and close. This manually creates a new transaction from the template. Is the recurring template is set to scheduled? Recurring templates will only create transactions automatically when the type is set to Scheduled and the template has not reached its End Date or Maximum Occurrences. Go to Settings ⚙. Under Lists, select Recurring transactions. Find the template for the transaction that was not created and in the Action column, select Edit. Make sure the Type is set to Sched

Learn how to view a snapshot of your business finances. If you're looking for a quick snapshot of your business's health, look no further than your QuickBooks Online home page. Your home page displays basic information on the current status of your income and expenses. These values change displaying a real-time overview of your company's finances. In this article we'll quickly explain how these home page updates work. When you have a bank cash account, the homepage displays the balance from transactions that you enter. This means the balance is based on what you enter, not your actual bank balance. QuickBooks Online restricts the information it displays based on user access rights. If you set up users with limited access, their homepage snapshot looks different from yours — if it appears at all.

Cookies are text files stored on your computer by websites. Allowing cookies for QuickBooks Online helps save time as there is no need to re-enter your information on your next visit. Follow these steps to allow cookies for your browser. Note: To have the best and most secure experience with QuickBooks Online, use a supported and up-to-date browser. Please select the link for your browser and follow the steps to allow cookies: Accept cookies in FirefoxAccept cookies in Safari 11 or laterAccept cookies in Chrome Note: It's not necessary to close or reopen the browser after changing the settings. However, if you're on the You must enable cookies in order to continue screen when changing this setting, select the Back button to return to the login page and enter your password again.

QuickBooks Online Plus has a number of reports that will help you with your purchase orders. To run a purchase order report: Go to Business overview and select Reports (Take me there). From the Reports page, go to the Expenses and Suppliers section. Select any of the following reports to run or customise them: Open Purchase Order List Open Purchase Order Detail Other Purchase Detail reports Now you're able to run purchase order reports.

There are two ways to import your bank transactions to QuickBooks Online: file upload or bank feeds. We’ll show you how to resolve common issues with both. File Upload / CSV Import Check to make sure the CSV file is formatted correctly. Guidelines can be found in Import bank transactions from Excel CSV file to QuickBooks Online. If you can upload your CSV file, great! No further action is required. Want to connect your account via Bank Feeds? Check out Banking transactions to learn more. Bank Feeds Standard feed - To update QuickBooks with your transactions, you need to enter your bank credentials/One-Time-Pass-code. Troubleshooting steps will differ depending on the type of connection you are using. It's important that you select the correct connection type. More information on bank feeds can be found in our Banking transactions overview. Standard Feed Log in to your bank account directly via your bank website and complete the following steps: While logged i

There are five types of users you can add to QuickBooks. If you want to customise the access level of a user, you'll want to use Standard user. Keep in mind: If a user is set up with access to make changes to the company file, those changes are made viewable on the Activity Log. User Types Standard user - use this type to customise a user's access rights. (limited to only certain options; you cannot pick and choose from each section) Company admin - these users have all access rights within QBO and to any other services your company is subscribed to. Reports only (QBO 's version of Read Only access) Time Tracking only - they can see a special version that contains only time sheets and time reports for themselves. They have no access to any other feature within QBO. Accountant - every company is allowed one Accountant user Access Rights When you select Standard user, you can set them up with access to certain areas of your QBO. Here's the type of access rights

Learn how to enter your own exchange rates so you can use them for foreign currency transactions in QuickBooks Online Essentials and Plus. When you turn on multicurrency, you can use exchange rates from IHS Markit or your own exchange rates for foreign currency transactions. If you want to use your own rates, you can set them up so you can use them for one or more transactions. Here's how.  Note: If you use Simple Start, you can upgrade your QuickBooks Online subscription so you can easily track your multicurrency transactions. Learn more about exchange rates and how QuickBooks uses them for foreign currency transactions. Use your own exchange rate for a foreign currency transaction If you want to use your own rate for a foreign currency transaction, you can change the rate when you enter the transaction. Select + New, then select the transaction you want to enter. From the ▼ dropdown, select the customer or supplier. In the Rate field, enter

QuickBooks Online uses double-entry accounting, which means each transaction or event changes two or more accounts in the ledger. Each of these changes involves a debit and a credit applied to one or more accounts. For most transactions, the entries of debits and credits are handled by QuickBooks Online. However, understanding the ways debits and credits work will help you understand the basic functions behind transactions and what to expect when entering them. Debits and credits in QuickBooks Online This table shows how account balances are affected by debits and credits in QuickBooks Online. It can be useful if you have to create an adjusting entry or journal entry. Account Type Debit Credit Bank/Cash in Hand + - Accounts Receivable (Debtors, Trade and Other Debtors, Trade and Other Receivables) + - Other Current Asset (Stock, Undeposited Funds) + - Fixed Asset (Property, Equipment) + - Other Asset (L

When you delete a balance sheet account in your chart of accounts, it's made inactive instead, which is more like archiving. This allows QuickBooks to keep all the transactions on the account so you can restore the inactive account in the future. (This doesn’t apply to income and expense accounts.) We'll show you how to restore a deleted or inactive account and then how to correct the balance on a restored balance sheet account. Notes: If you're looking to make an account inactive rather than restore an account, here's how to make an account inactive in your chart of accounts. You can't permanently delete an account, except for merging one account into another. Restore an inactive account From the Chart of Accounts Go to Settings ⚙ and select Chart of accounts. Next to the printer icon, select the Settings ⚙ icon, then check Include inactive. Find the inactive account you want to restore. It will be marked with (deleted). In the Action

When generating a report, you may see a message at the bottom of your screen that says the following: Report too large to display. This happens when a report exceeds the size limits applied to reports generated within the program. What are the size limits when exporting a report to Excel? The following are the size limits for columns, cells, and data: Columns: maximum of 1024 columns displayed. (It's unlikely that you'll exceed this limit because it's based on the Excel column limitation.) Cells:  maximum of 400K cells with data. (Cells are defined as data that shows up on an individual cell once exported to Excel. Only cells that have data in them count toward the limit.) Data: maximum of 10MB worth of data. How do I fix a report that is too large to display? There are 3 steps that you can take to help fix a report that is too large to display in QuickBooks Online.  Step 1: Export your report into Excel A simple export usually works with display issues since Q

Do you want a report that shows both Debits and Credits for each transaction? Pull up a customised General Ledger report that will help you reconcile your monthly statements faster because it displays both debits and credits for each transaction. To customise a General Ledger report Go to Business overview, select Reports (Take me there), then enter General Ledger in the Find report by name field. Select the General Ledger report. Select Customise. Select Rows/Columns then Change Columns. Select the Credit and Debit checkboxes to add the columns. If you wish to see the current reconcile status for each transaction, select the Clr checkbox. Select Filter then choose Distribution Account. Select an account from the dropdown menu then choose Run Report.

In QuickBooks Online, inactive or deleted accounts can appear on your financial reports. This happens if a report pulls data of the transactions posted to the account while it was still active. There are two ways to stop these deleted accounts from showing on reports. Temporarily remove deleted accounts from reports Completely remove a deleted account from the reports Temporarily remove deleted accounts from reports Reminders This report option removes all active and deleted zero-balance accounts. Open the financial report you are working on, for example, Profit and Loss report, then select Customise at the top left. Scroll down to Rows/Columns, then set Show non-zero or active only to Non-zero. Select Run report. Completely remove deleted accounts from reports To remove an inactive account from reports, you must make the account active first, then merge, move, or delete it. Make an account active again Go to Settings ⚙ and select Chart of ac

You can easily print a supplier contact list in Quickbooks Online.   Here's how to print a supplier contact list: Go to Business overview and select Reports (Take me there). In the "Find report by name" search bar, enter Supplier Contact List. Select the Print icon under the Toolbar after the list comes up. Now you’re able to print a supplier contact list.

To merge one employee record into another, you simply have to edit the Display name as field of the employee you want to remove to exactly match the employee you wish to keep. Warning Merging can't be undone. You cannot merge employee records if they have payroll active. When you merge a list element into another one, you are deleting it from the database completely. Since the list element is not deleted until the nightly rebuild, the merged employee only appears after it is done. Go to Employees. Select the employee name you want to remove, then select Edit from the Action column. Change the First name and Last name fields to exactly match the employee you wish to keep. Change the Display Name to match the original name. Select Save. Select Yes to confirm that you want to merge the two employees. Now you're able to successfully merge employees.

Created an invoice without sales tax in QuickBooks Online? Don't worry, you can fix that by customising your report to show the invoice with the missing sales tax. Here’s how to correct an invoice created without sales tax: Go to Business overview and select Reports (Take me there). In the Search (Enter report name) field, type Transaction List by Date. Select Customise and select the correct date range. From the Rows/Columns dropdown, select Change columns, then select Tax Amount. Select Run report. Select each invoice that has no sales tax. Add the sales tax and select Save. Now you know how to correct an invoice created without sales tax.

If you click a button or link and nothing happens, that means that pop-up windows are being blocked. To troubleshoot this issue, please select the appropriate browser below, and follow the steps. Firefox (Windows or Mac): Check for pop-up blockers Select the Menu, then choose Options. The Options window will appear; select the Content tab. Go to the Pop-Ups section and uncheck the box or select the Exceptions button and add qbo.intuit.com as an exception. Select Save Changes. Once adjusted, log out, close Firefox, reopen it and log back in. Try accomplishing the task you were blocked from before. Things to consider: There are various toolbars that have their own pop-up blockers. The menu option or icons for the pop-up blocker will vary between different toolbars. Try hovering your mouse pointer over each icon; text should appear describing what the icon does. Normally, when you're hovering over the pop-up blocker icon, it will list the number of pop-ups blocked or curre

Learn how to change or set up messages to your customers, and also how to print a message on the statement. Change the greeting that is emailed with sales forms Go to Settings ⚙, select Account and settings, and then select Sales. In the Messages section, select the edit (pencil ✎) icon. Select Use greeting checkbox, then select your ideal greeting from the dropdown. Select the desired sales form type from the Sales Form dropdown: Invoice Estimate Credit Note Sales Receipt Statement Refund Receipt For the Email subject line and Email message, you can leave the verbiage that is provided in the box or type your own custom messages. If you would like to receive a copy, select Email me a copy checkbox. After you've made all the appropriate changes to the message, select Save. Select Done. Global message updates for invoice, sales forms, and estimates Here's how to set up or change the message globally for invoice & sales form or estimates: Go to Sett

Do you need help with QuickBooks Online? We're here for you! Contact support in product If you are signed in to your QuickBooks Online account: In your QuickBooks Online company, select (?) Help. Select either tab to get started: Assistant: Get quick, personalised 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 to 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. Ask the community to get help from businesses like yours. Support hours Simple Start, Essentials, Plus, and QBO Accountant users:Live chat is available from 9AM to 5PM GMT M-FQuickBooks Online Accountant Users: Get a call back from 9AM to 4PM GMT M-F Can’t get Signed in? If you still can’t sign in, select contact us and

When you use the Multicurrency feature, you can assign a currency to bank accounts and credit card accounts. Income and expense accounts always use your Home currency. Note: Make sure Multicurrency is turned on to add an exchange rate. The Multicurrency feature and foreign currencies are available in QuickBooks Online Essentials and Plus. Add a foreign currency account To add a foreign currency account to your Chart of Accounts, you must have turned Multicurrency turned on in your Advanced settings. (See How to turn on Multicurrency.) To add a foreign currency account: Go to Settings ⚙. Select Chart of Accounts. Select New. In the Account dialog, select the appropriate Account Type and Detail Type. Enter a Name for the new account and an optional Description. Select the currency to assign to the account from the Currency ▼ dropdown menu. Select Save and close. Track account currencies and balances The Currency column on the Chart of Accounts shows the cu

Expert only content ROW tag was added - republishing to see if derivative publishes.   Learn how to create home currency adjustments in QuickBooks Online. If you have accounts payable or accounts receivable in a foreign currency, you may need to keep track of the changes in exchange rates on your foreign balances. The effect of a home currency adjustment can be seen in accounts payable or accounts receivable as an unrealised gain or loss. Home currency adjustments can also be seen in other account types, like bank accounts, as a realised gain or loss. Note: Home currency adjustment is only available in QuickBooks Online Essentials and Plus. Home currency adjustments do no affect foreign balance accounts. You must have Multicurrency turned on to be able to create home currency adjustments. What is a home currency adjustment? Home currency adjustments change the home currency value of your foreign balances, recalculating them b

Under GDPR, individuals have the right to be forgotten. If your customer, supplier, or employee wants to be deleted from your QuickBooks, there are a couple of things to consider: You may have legal or business reasons to retain some or all of your records. You should consider consulting an expert to determine what records should be retained or what should be deleted. If you still think that deletion is the right decision for your business, we have instructions on how to manually overwrite data in your QuickBooks account. Note: The QuickBooks Audit Log may retain trace amounts of personal information stored in log files and logging data. The audit log is not editable in case it’s needed for audit purposes. For QuickBooks Online Customers Go to Get paid & pay and select Customers (Take me there). Select the desired customer. To change the customer's info, select Edit at the top. Replace their name with a unique name (e.g. DeletedCustomer1, DeletedCustomer2, etc.).

Once you have filed your tax return, QuickBooks marks it as Mark as filed. To unfile a tax return, you'll need to contact QuickBooks support. Unfiling a tax return can be difficult, and there can be room for error. To ensure your books stay accurate, we take care of this process for you. To unfile your tax return, please contact us and provide the following information: Your QuickBooks Online Company ID. The tax filing period you wish to unfile. The reason you need to unfile your tax. The unfiling process is carried out by the back-end team. During this process, all users must remain signed out (select Gear icon, then Sign out). Once the tax return has been successfully unfiled, our support team will contact you. Learn more about how and when you can contact QuickBooks Online Support.

Learn how QuickBooks uses exchange rates for foreign currency transactions. This applies to QuickBooks Online Essentials, Plus, and Advanced users. When you turn on multicurrency, QuickBooks uses exchange rates to get the home currency values of your foreign currency transactions. Note: QuickBooks downloads and uses exchange rates from IHS Markit. If you need to, you can enter and use your own rates. How QuickBooks uses exchange rates In QuickBooks, the exchange rate is the number of home currency units it takes to get 1 foreign currency unit. QuickBooks uses exchange rates to show how much a foreign currency transaction is in your home currency value. QuickBooks also uses exchange rates for your reports. It converts foreign currency amounts to home currency values so your reports include all transactions. This makes sure you have a better view of how your business is doing. Here’s an example of how QuickBooks uses an exchange rate on a foreign currency invoice: Foreign currency: Can

Learn how to activate multicurrency in QuickBooks Online. You may have customers, suppliers, or bank accounts that use currencies other than your home currency. Multicurrency lets you track transactions in those foreign currencies. In this article, we'll show you how to turn it on. And also explain what happens with home and foreign currency. Turn on multicurrency If you're ready to turn on multicurrency follow these steps. Warning: Once you turn on multicurrency, you cannot turn it off or change your home currency. Only turn it on if you have bank accounts, customers, or suppliers that don't use your home currency.    Go to Settings ⚙. Go to Account and Settings. Then go to Advanced. Select Edit ✎ to modify your currency settings. Choose the Multicurrency checkbox. Select Save and close. Home vs foreign currency Home currency Your current currency becomes your home currency. (The currency of the country your business is physically located.)

Learn how to move money from one company to another. If you have more than one business and need to transfer funds from one to the other, it is important to remember that you are recording a two-sided transaction — you are transferring funds out of one business, and receiving funds into the other business. Note: You should consult your accountant or tax professional to be sure you record these transactions in the correct accounts based on your specific circumstances. Although this transaction seems like a transfer, because both accounts are not in the same company files, these transactions have to be recorded as an expense or a cheque from one company, and deposited by the other company. In some circumstances, this may be a loan from one company to the other, so it may increase a liability account and create an asset in the other company rather than simply increasing and decreasing equity. Transfer funds To transfer funds to the other company: Select + New. U