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To set up a time with your customer: From the Menu ≡, select Customers. Select a customer. Select +, then choose Add Appointment. Complete the appointment details, then select Save.

For the best experience... make sure your login has Company admin rights. If your company restricts user access, ask to be set up as a Standard user with limited rights to customers and suppliers. If your account has limited access, you may see: The message "Sorry! You don't have permission to access this information. Ask your QuickBooks Online admin to fix your permission, and then try signing in again." The Company Activity screen contains incomplete data (for example, no expenses when there should be some or no data at all). You may be able to download sales transactions by swiping down on the empty area to refresh your data. Tapping Choose an Account or What was it for? on a new expense shows an empty account list or expense category list. Here's how a Company Administrator can change privileges for other accounts: Sign in to QuickBooks Online on the web from a Mac or PC. Go to Settings ⚙️, select Company, then select Manage Users. Choose the user whose permissions you wan

Learn how to create and customise accounts receivable ageing reports in QuickBooks Online. Ageing reports give you an overview of your customers' outstanding balances, who are falling behind their payments, how much are still due, and how long they’re past due. We'll show you how to run these reports. Accounts receivable ageing summary report You can run an A/R Ageing summary report to see the total outstanding balances and how long they’re past due. Go to Business overview and select Reports (Take me there). In the Who owes you section, select Accounts receivable ageing summary. Customise the report as needed: Report period Date (or time range) the report covers. Show non-zero or active only What to do with rows and columns with zero amounts. Ageing method How to categorise outstanding receivables by days past due. - Current. Based on today’s date (current status). - Report date. Based on the report date (status on a specific date). Da

Learn what the audit log can do and how to use it to keep an audit trail. QuickBooks Online keeps track of your activities in the audit log. You can see who made changes to your books and what they did. Learn more about the audit log QuickBooks Online records all your financial transactions in your chart of accounts. But it also records all account activity in the audit log such as user sign-ins, changes to QuickBooks settings, edits to customers, suppliers, employees, and payroll submissions. QuickBooks records the following in the audit log: The date of any change to your books The name of the user who made the change The type of change or event The name of any customer or supplier related to the change Any original transaction date and amount Events recorded in the audit log are available for two years. Note: Sign-outs are only recorded in the audit log when you select Sign out. Sign-outs aren’t recorded if you close your browser, go to another website, or when QuickBook

Learn what reconciling is and how reconciliations keep your QuickBooks accounts accurate. When you reconcile, you compare two related accounts make sure everything is accurate and matches. Just like balancing your chequebook, you need to do this review in QuickBooks. You should reconcile your bank and credit card accounts in QuickBooks frequently to make sure they match your real-life bank accounts. How it works When you reconcile, you compare your bank statement to what’s in QuickBooks for a specific period of time. Your task is to make sure everything matches. In the end, the difference between QuickBooks and your bank accounts should be $0.00, although processing payments can sometimes cause a small gap. When to reconcile It’s a good idea to reconcile your accounts every month. You’ll learn more about your business each time, and rest easy knowing your info in QuickBooks is 100% accurate. Reconciliations also help you: Know your business' net worth in real-time. Catch e

Learn how to import and design custom form styles for your invoices or estimates in QuickBooks Online. Note: As of 29-06-2021, new QuickBooks Online accounts will no longer have access to the Import Styles feature inside of QuickBooks Labs. Existing accounts can still save and upload DOCX templates. Custom form styles are available for you in QuickBooks Online. With different sample designs, you can import and then add your company info (such as company logo) to highlight your brand. This feature helps reflect your brand identity into your sales forms with less effort and time. Design your custom form style Learn the basics of designing your .docx template to perfect your custom form. Here's how. Make template mapping hassle-free with EZ Map Fields EZ Map fields are sets of known keywords or fields in QuickBooks Online. As you upload, QuickBooks looks for text enclosed in angle brackets in your .docx template. QuickBooks identify which parts of the template are dynamic then match

Learn specific ways to customise your reports to get awesome insights. Your financial reports tell you a lot about your business. Customise your reports to focus on specific details and learn even more. Here are a few ways you can customise reports to fit your specific needs. See all customer or supplier payments Add filters to Transaction List reports to see transactions for your customers or suppliers. Go to Business overview and select Reports (Take me there). Search for, and open a Transaction List by Date report. Set the date range. From the Group by dropdown menu, select either Customer or Supplier. You can also select Employees as a group. Select Customise. In the window, select the Filter ▼ icon to open the section. From the Transaction Type dropdown, select Payment. You can also select other transaction types you want to see on the report. If you want to see everything, select All. To see specific customers

Learn how to assign classes to transactions in QuickBooks Online Plus. New to class tracking? Classes represent meaningful segments in your company, like store departments or product lines. Check out our class tracking overview to learn if it’s the right tool for you and how to get started. You must turn on class tracking before you can begin to use classes. Once you’ve set up your classes, you can start to organise your customer and supplier transactions by class. We’ll show you how, so you can get a clear picture of your profitability by business segment. Tag a class to a transaction Here’s how to tag a class to each row or item in any transaction. Tip: You have the option to assign one class to an entire invoice, receipt, or any other customer transaction. This saves you time if you don’t need to track each product you sell by class. If you want to track your customer transactions this way, follow the steps in "Change how you tag a class in customer transactions" section. Sel

Learn how to refresh your data to see the latest available information in your QuickBooks Online app. As long as you’re connected to the internet, you should be able to update your data. Here’s how to do it on different mobile operating systems. iOS Go to Menu ☰ and tap Help & Feedback. Tap Refresh Data.Note: A message appears “Caution. If there was a problem getting your latest QuickBooks Online data, you can refresh it now. It may take a few minutes.” Tap Refresh to confirm. Android Go to Menu ☰ then tap More Options ⋮. Tap Settings then Refresh Data. Tap YES to confirm.

Are your customers not receiving your invoices, sales receipts, estimates, statements, or reports via email? Here are three possible reasons why, and how you can fix the problem. Solution 1: Reset your email address If you recently imported data into a QuickBooks Online company, you may need to reset your email address: Go to Settings ⚙. Under Your Company, select Account and settings. Select Company, then select the edit icon in the Contact info section. Review each email address and make changes as needed. Select Save, then Done. Solution 2: Clear and re-enter your email address If solution 1 doesn't apply, ask your customers to check their junk mail and spam folders. If the email is still not found, clear and then re-enter your email address. Go to Settings ⚙. Under Your Company, select Account and settings Select Company, then select the edit icon in the Contact info section. Clear the Company email field and enter the desired address as is, even if

As the end of the year approaches, you need to complete certain tasks in QuickBooks Online to prepare for the new year. Use this guide to complete year-end tasks and end the year smoothly. Review the first month of your financial year It's important to check when your financial year starts. This lets QuickBooks Online clear accounting ledgers behind the scenes while you work on other year-end activities. To review or change the first month of your financial year: Go to Settings ⚙ and select Account and settings. Select the Advanced tab. In the Accounting section, select the pencil icon ✎ to change the month in the First month of financial year field. Select Save. Select Done. Review customer account balances and send statements At the end of the year, it's a good idea to check each client's account balance. Make sure this their info is up to date: Go to Business overview and select Reports (Take me there). In the sear

Learn how to record a retainer or deposit in QuickBooks Online. Some businesses receive retainers or deposits from customers before performing any services. When they invoice customers for services, those invoices are paid using the money from the deposits. You can set up a deposit or retainer process for your company in QuickBooks Online. The retainer or deposit is treated as a liability to show that, although your business is holding the money from a deposit or retainer, it doesn't belong to you until it's used to pay for services. When you invoice the customer and receive payment against it, you'll turn that liability into income. Step 1. Create a liability account First, you need to create a liability account to track the amount of the retainers you receive from your customers. Select Settings ⚙, then select Chart of accounts. Select New. From the Account Type ▼ dropdown menu, select Current liabilities. From the Detail Type ▼ dropdown menu, Client Trust Accounts - Liabilities

Learn how to import your lists (suppliers, customers, stock, and chart of accounts) to QuickBooks Online. You can move your existing lists from another QuickBooks Online company. This saves you from having to set up the items from your lists one by one. Need to import bank transactions too? Connect your account to QuickBooks to download transactions automatically. Step 1: Export your list reports to Excel Sign in to the account that has your lists. Go to Business overview and select Reports (Take me there). Depending on what list you need to export, search for and run Account List, Customer Contact List, Supplier Contact List, or Product/Service List report. Customise the list report's columns. Select each report below to check how their columns should be ordered. Note: The list of columns that you see in your report may vary depending upon the columns you've selected. To modify this selection, go to the gear icon in the report header and select or de-select the columns as

Learn how to create subaccounts to keep your chart of accounts organised. In QuickBooks Online, you can create subaccounts to break down your expenses, income, and other account types into more detail. For example, you can divide your utilities account into subaccounts so you can track different types of utility payments like gas, telephone, water, and so on. When you create a subaccount under a parent account, you can use them to keep your chart of accounts organised and create reports with greater detail. Create a new subaccount Go to Settings ⚙ and select Chart of accounts. Select New. Depending on your account, you’ll see a window labelled either Account or New category. Select the option you see below for your next steps. Follow the steps below to add a subaccount under an existing account. You can also create a new parent account first if you need to. Go to Settings ⚙ and select Chart of accounts. Select New. Select the account type and detail type. You can learn mor

Learn how to create a report in QuickBooks Online of cheques that haven't cleared yet. If you have old, uncleared cheques cluttering up your books, you can run a report to help you handle them. If you're not sure how to deal with an uncleared cheque, talk to your accountant. We can help you if you need one. There are two ways to run this report in QuickBooks. Method 1: Run a bank report filtered by cleared status Note: Only available in QuickBooks Online Essentials and QuickBooks Online Plus. How to create a report for all uncleared cheques. Go to Bookkeeping and select Chart of accounts (Take me there). Find the bank account you want to run the report for. In the Action column, select Run report in the dropdown menu. Select Customise. In the Report period dropdown menu, select All Dates. Select Filter. Select the Transaction Type checkbox. In the dropdown menu, select Cheque Expense, Bill Payment (Cheque), Liability Payment (Cheque), and Payroll payment. Sele

Learn how to change your closing date and password. Close your books with peace of mind. If you need to change the closing date, or forgot the password you used to lock your books, don't worry. You can easily edit both. Edit the closing date If you need to edit the closing date or forgot the closing date password: Before you start, sign in to QuickBooks Online as a primary admin or company admin. Only admins can make these changes. Go to Settings ⚙ and then select Accounts and Settings. Select the Advanced tab. Select Edit ✎ in the Accounting section. Change the closing date. Note: To change your password, just enter a new password and confirm it. Select Save and then Done. Track any changes made after you close your books You can use an Exceptions to Closing Date report to see any changes made after you close your books. Go to Business overview and select Reports (Take me there). In the search field, enter Exceptions to Closing Date and open the report.

Learn how to track bills and record the payments. In addition to tracking sales, QuickBooks Online makes it easy to record business expenses. Entering your income and expenses gives a more complete picture of your business and profit. If you plan to pay for the expense in the future, enter it as a bill. You can record bills one at a time, or record multiple bills for multiple suppliers at once. On the other hand, if you've already paid for a business expense, enter it as an expense. These specific transaction types tell QuickBooks how to record everything. Here's how to enter bills and record payments towards them in QuickBooks. Or, learn the difference between bills, cheques, and expenses. Enter bills into QuickBooks After you get a bill from a supplier, here's how to record it: Select + New. Select Bill. From the Supplier ▼ dropdown, select a supplier. From the Terms ▼ dropdown, select the bill's terms. This is when your supplier expects to be paid. Enter th

Learn how to make quick changes to invoice templates while you're on the go. Want to make quick updates to your invoice template? You can customise it right from the mobile app. There are fewer options than what's available online. But you can still change things like your logo and default message. If you want to customise other sales forms, like sales receipts or expenses, use QuickBooks Online on the web. Customise your invoice template on the mobile app (iOS only) Note: This option is not available on Android. Select Settings ⚙ and then Sales Forms. Select the Customise Invoice template. Follow the onscreen steps to change your company's default logo, colour, and footer message. Change your sales form delivery method on mobile While you can't customise estimates or sales receipts on the app, you can update how QuickBooks delivers all types of sales forms. Follow these steps for each type of transaction: Select Settings ⚙ and then Sales Forms. Select Default email

Learn how to get the most out of your financial reports. Financial reports in QuickBooks give you tons of great info about your business. There are many ways to customise your reports. Filter them to show specific accounts or customers, or format the layout so the right data shows up in the right place. Here's how to customise reports and focus on the details that matter the most to you. Step 1: Run a report Go to Business overview and select Reports (Take me there). Find and open a report. Use the basic filters on the report to adjust things like the report dates. Select Customise in the top right hand corner of the page . This opens the customisation window. Step 2: Customise a report You can apply multiple filters to customise your report. Most reports have the same set of filters. Some filters are only available on certain reports. Here's an overview of what you can customise: General section: Change things like the accounting method, reporting period, and

A note on COVID-19:We recognise that with the constantly changing COVID-19 situation, this is an unprecedented time for everyone. If you think you may need to cancel your subscription due to impacts from COVID-19, please contact us. We’re here to help you look at pricing options, answer questions, or just make sure things go smoothly if you need to cancel. Learn how to cancel or unsubscribe from QuickBooks Online through the iOS or Android app store. If you use the web version of QuickBooks Online on a computer or laptop, see Cancel your QuickBooks Online Company. If you signed up for QuickBooks Online through an app, follow these steps. Cancel QuickBooks Online through an iPhone or iPad Go to Settings on your iPhone or iPad. Select iTunes & App Store. Select your Apple ID. Select View Apple ID. Enter your password. Select Subscriptions. Choose QuickBooks Online. Select Cancel. Cancel QuickBooks Online from iTunes on your computer Open iTunes on your com

Learn how to create purchase orders and send them to suppliers. In QuickBooks Online, you have the tools to run all parts of the sales cycle, including purchasing. You can create and email purchase orders (PO) directly to suppliers when you're ready to buy more products. Purchase orders tell suppliers your intent to make a purchase. On purchase orders, you can enter specific items you want to buy and the quantity. When your supplier accepts the purchase order and agrees to the given terms, you can quickly add it to an expense or bill transaction in QuickBooks. This keeps all the transactions connected and your accounts balanced. Note: Purchase orders are only available in QuickBooks Online Plus. Step 1: Turn on the purchase order feature If you haven't already, turn on the purchase order feature: Go to Settings ⚙ and select Account and settings. Select the Expenses tab. In the Purchase orders section, select the edit ✎ icon. Turn on the

Frequently, business owners need to edit a customer's information, such as preferred payment method and billing address. Customer updates across your company file When you edit customer information, the changes will be reflected in other areas of your company file including previously sent invoices. QuickBooks Online also updates any recurring templates that use previous information such as: Billing Address Shipping Address Email Is Taxable Preferred Payment Method Terms Preferred Delivery Method Update customer information Here's how to update customer information: Go to Customers & leads and select Customers (Take me there). Select the Customer you need to update the information of. Select Edit.

Learn how to fix bank error 187. Do you see error 187 when you sign in to do online banking? Don't worry. This means your financial institution’s additional security requirements, such as security questions or one-time passcodes, weren't entered correctly. To fix this error follow the onscreen steps to enter the correct info. If you still see error 187,  go to your bank's website. Make sure your security questions and answers are correct. Here are additional troubleshooting steps you can follow to fix online banking errors in QuickBooks Online.

Learn what bank and account histories are and what you can do with them. QuickBooks uses account histories to track transactions based on where they came from. They list an account's complete transaction history and current balance. Your cheque account history is a good example - it keeps track of all transactions you identify as a cheques. All of your account histories make up your chart of accounts. Learn how account histories work Account histories let you review everything about an account. You can open the account history to get a detailed, transaction-level view of your books. This is also where you can edit existing transactions. In the account history, you can: See all the transactions in an account Edit, delete, or void transactions Filter accounts to find specific types of transactions Reconcile individual transactions Review reconciliation adjustments Learn about reviewing account histories Reviewing your account history regularly helps you catch errors and 

Learn how to change your accounting method from cash to accrual (or vice versa) in QuickBooks Online. Need to change your company's accounting method? You can do it in QuickBooks in just a few steps. Just remember that each method reports your income and expense differently. Once you change your accounting method, accounts and balances in your reports might show up differently. Which accounting method should I use? Each method has its own pros and cons. It's important to understand how each method works so you can choose the best bookkeeping practices for your business. If you're unsure which method to use, talk to your accountant. Or, find an accountant if you need one. Change the accounting method for your company Select Settings ⚙, then select Account and settings. Go to the Advanced tab. In the Accounting section, select Edit ✎ icon. Choose the Accounting method. Select Save, then Done.