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Learn what to do if you see this error in QuickBooks Online. Error 324 means QuickBooks can't find the account you set up when it tries to connect to your bank or credit card's website. This may be because: Your bank or credit card company changed the account or moved it to a new server. You changed the account name or other info on your bank or credit card company's website. Your bank or credit card company issued a new account or credit card. You closed your bank or credit card account. Here's how to fix this error so you can keep downloading transactions into QuickBooks. Step 1: Update and check your connect in QuickBooks In QuickBooks Online Sign in to QuickBooks Online. Go to Bookkeeping, select Transactions, then select Bank transactions (Take me there). Select Update. If you still see the error, look for a banner on the Banking page. Select Check connections link and follow the steps to fix the issue. If you have new account number or got a

Learn how to fix error 101 when trying to connect your bank in QuickBooks Online. There are various reasons why you’re getting error 101, but we’re here to help you fix it. Here’s how. Fix error 101 Log in to your bank's website.In a new tab or a different browser, sign in to your bank's website to see if you can get in without any errors. Check if your account is active.Your account is considered active if there’s an existing balance, or if there were transactions in the past 12 months.If you’re supposed to have an active account but still unable to log in to your bank’s website, contact them directly. Look for missed prompts.Go back to your bank’s website and look for messages that need your confirmation (for example, new terms and conditions).Acknowledge the prompt, then go back and refresh your account in QuickBooks Online. If you are still experiencing banking error 101 after 72 hours you can contact the QuickBooks support team by signing into your QuickBooks company file. Se

Learn how to turn on and use account numbers for your chart of accounts in QuickBooks Online. As your business grows, so does the list of accounts you use to categorise finances. If you have an extensive chart of accounts, don't worry. You can keep your accounts organised and easy to find by assigning numbers. We’ll show you how. Step 1: Turn on account numbers The account numbers feature is off by default. Here’s how to turn it on. Go to Settings ⚙ and select Account and settings. Select the Advanced tab. Select Edit ✎ in the Chart of accounts section. Turn on Enable account numbers. If you want account numbers to show on reports and transactions, select Show account numbers. Select Save and then Done. Step 2: Assign account numbers Want ideas for how to number your accounts? You can assign any number to your accounts. But if you’re looking for recommendations, these account number ranges might help. These ranges are based on account types and follow Generally A

Learn how to get your budgets into QuickBooks. Many businesses create budgets to compare against their actual sales and expenses. In QuickBooks Online Plus, you can create budgets based on your accounting data. Once your budgets are in QuickBooks, you can review and adjust everything. Then run financial reports to compare your actual sales and expenses with your budget. Tip: You can make a budget at any time, but year-end is a great time to start planning for the year ahead. Create budgets in QuickBooks Online Sign in to QuickBooks to access, create, or delete budgets. Then follow the steps for your version of QuickBooks Online. In QuickBooks Online Plus Step 1: Set the first month of your financial year Make sure the beginning of your financial year is set in QuickBooks. You can create a budget any time, but it helps if you start at the beginning of the financial year. Sign in to QuickBooks Online. Go to Settings ⚙ and select Account and settings. Select the A

Learn how and when to give a credit note or delayed credit to customers. Instead of a refund, some customers prefer getting a credit note they can use to reduce the balance on their next invoice. There are a few ways to handle credit notes in QuickBooks. You can create a credit note to immediately reduce a customer's current balance. Or you can enter a delayed credit so they can use it in the future. Here's more about the difference and how to apply them to customer transactions. Note: If your customer simply wants a refund, here's how to return your customer's payment. Learn the differences between credit notes and delayed credits In QuickBooks, you can give credit using a credit note or delayed credit. Here are the key differences: Credit note If your customer wants to immediately reduce their current open balance, use a credit note. Your customer can use their credit note as payment for an invoice. They can use all of their credit note or a portion of it. You ca

Before conducting an import from Excel, it is important to know which contact fields will be imported and any restrictions, which fields are optional, and best practices before you get started. Best practices There are several things to think about when importing from Excel: Confirm your files contain data. To import multiple pages, save each page as a separate file. Make sure the information you want to import appears on the first page of your workbook. Make sure your spreadsheet has a header row. QuickBooks Online uses the first line for mapping purposes and does not import it. Import field: Full Name The first, middle, and last name must appear in a single column or field before importing. Restrictions: At least one of the name fields in the originating file must contain a name. A name cannot exceed 100 characters. A name cannot include a tab, newline, colon (:), or quotation mark ("). Names must be unique between your contact lists

Get answers to frequently asked questions about using multi-currency in QuickBooks Online and QuickBooks Online Accountant. QuickBooks supports multiple currencies to help you do business with foreign suppliers, customers, or employees. Here are the most common questions that come up. Why can't I turn on multicurrency? During you might see the error “Something’s not quite right.” This happens if there's an issue with the browser you're using. To fix this, you'll need to: Clear your browser's cache and cookies. Sign in to QuickBooks Online using a different browser. Sign in to QuickBooks Online using an incognito browser. How do I change an assigned currency for a customer and supplier? You'll need to create a new customer or supplier and assign the new type of currency. We'll show you how. Step 1: Make your supplier or customer inactive To make a customer inactive: Go to Customers & leads and select Customers (Take me there). F

Learn how to add Intuit's service email addresses in your email's list of accepted senders. Unable to receive emails from Intuit? We're here to help. Follow the steps for your email provider to start receiving Intuit emails. Note: If you're using a corporate email account, you may need to work with your IT department or administrator to complete the process. Intuit's service email addresses We provide services that enhance your QuickBooks Online experience. Each of our services has its own email address. These service-related email addresses need to be set as a "safe sender" or unblocked on your email account to make sure you receive important communications from these services. Intuit service Sender address QuickBooks Online Payroll QBOPayrollNoReply@intuit.com QuickBooks for Mac noreply@macpayroll.com QuickBooks Workforce noreply@workforce.intuit.com Add approved email adresses for your email provider Reminders when

Dataswitcher converts some systems in home currency (such as Xero). For example, Xero allows a customer or supplier to have invoices or bills in different currencies. QuickBooks Online only allows invoices in the same currency as the customer or the supplier. In the case of Xero, there is no way for Dataswitcher to correctly retrieve the correct balances on foreign accounts. In this case, Dataswitcher converts all amounts in home-currency. After the conversion, you have to follow three post-conversion steps to correctly to reflect the amounts. The conversion in home-currency will always be correct, but since there is no foreign currency in the destination system, there will be no currency gains or losses in the destination system. You might notice a difference in the currency as it may have fluctuated since the conversion.  It's important to remember that the difference in gain or loss (depending on the currency) will not be converted to QuickBooks Online.   Here is what

Learn what to do if you have issues when you manually upload bank and credit card transactions into QuickBooks Online. In QuickBooks Online, you can manually upload your bank transactions. If you can't upload them, or you get an error, don't worry. These are usually temporary and easy to fix. Follow the specific steps below for the message you see. "The uploaded file contains invalid transaction amount information." This can happen if one of your transactions has 12 or more digits. QuickBooks can't upload transactions this large. To fix this, remove the transaction from the file. Then, enter the transaction as an individual sales receipt or expense in QuickBooks. Then upload the file again. If you need, you can also reformat your CSV before you upload them. "The uploaded file is of a different type than these accounts." This can happen if you're uploading a file for a different type of account than the one you selected. For instance, if you chose checking but you're

The multicurrency feature gives you the ability to record transactions in foreign currencies. If you have customers, suppliers, or bank accounts that use a currency other than your local currency, you can turn on the multicurrency feature to properly track these transactions, as well as exchange rate gains and losses.  Once you turn the multicurrency feature on you cannot turn it off again, so be absolutely sure you want to turn it on. The multicurrency feature and foreign currencies are available in QuickBooks Online Essentials and Plus. Notes Turn on multicurrency Warning: Once you turn multicurrency on, your Home currency is set and cannot be changed. Go to Settings ⚙. Select Account and settings. Select Advanced. Select Edit ✎ in the Currency section and choose your Home Currency. Select the Multicurrency checkbox and confirm that you understand that you can't undo this option. Select Save and close. The Manage Currencies link that appears takes

Learn how to get a new QuickBooks user account. Use your QuickBooks user account to manage settings for all of your QuickBooks Online products. It ties everything to one email address. Use this account any time you want to sign up for a new QuickBooks Online product. Follow these steps if you need to update an existing QuickBooks user account. Go to the Intuit accounts page. Select the Create an account link. Enter your email address and phone number. Note: If you see a "This user ID is already taken" message, you may already have an account. Select the I forgot my User ID or Password link and enter your email address. Create a password. When you're ready, select Create Account. We'll send you a link with instructions to verify your email address. Then you're all set.

You can track the value of your stock assets manually in QuickBooks Online following the steps below. Note: If you're using QuickBooks Online Plus, you can use the built-in stock feature instead of tracking stock manually. Create an account to track your stock value Select the Gear icon at the top, then Chart of Accounts. Select New. Select Current assets from the Account Type dropdown. Select Other current assets from the Detail Type dropdown. (Optional) Input a unique Name (system default will be Other current assets), Description, Default Tax Code, and Balance for the account. Select Save and Close. If desired, you can create an account for each type of stock. For example, if you sell used cars and motorcycles, you'd create an account for cars and another for motorcycles. Create an account to track your cost of goods sold Select the Gear icon at the top, then Chart of Accounts. Select + New.

Learn how to change your wholesale discount client's subscription level. Does your client need more from QuickBooks Online? Or is their current product more than they need? You can upgrade or downgrade your clients' QuickBooks Online subscription level so they get more (or fewer) accounting tools. Here's how to change subscription level between Simple Start, Essentials, and Plus. Upgrade a client's subscription level In QuickBooks Online Accountant, go to Settings ⚙️ and then Subscriptions and billing. Select the Accountant-billed subscriptions tab. Look for your client's name. Next to the client, select the arrow ▶ to display that client's product subscriptions. Next to the product you wish to upgrade, from the Subscription actions ▼ dropdown, select Upgrade. Tip: If you recently moved one of a client to your wholesale discount plan and their status is pending, you need to wait to upgrade them. Downgrade a client's subscription level Talk to your client before

Learn how to delete or disconnect a bank or credit card account from QuickBooks Online. When you connect an account to online banking, QuickBooks automatically downloads your recent transactions. If you decide you don't want to get new transactions from your bank, simply disconnect the account. We'll also show you how to completely delete accounts if you don't need the data from it anymore. There's a big difference between disconnecting an account from online banking and deleting one from your chart of accounts. Here are a few tips to keep in mind. Decide what's best for you Disconnecting accounts connected to online banking Instead of deleting accounts that are connected to online banking, we recommend disconnecting it. This simply stops QuickBooks from downloading new transactions. If you disconnect an account from online banking, your existing accounting data won't change. You can reconnect it any time to start downloading transactions again. When you disconnect, Qui

Learn how to add your bank and credit card accounts to QuickBooks Online and download your transactions. Online banking, or bank feeds, saves time so you don’t have to enter anything manually.  Once you connect your accounts, transactions will download and categorise. All you have to do is approve them. Step 1: Connect a bank or credit card account You can connect as many business and personal accounts as you want. Go to Bookkeeping, select Transactions, then select Bank transactions (Take me there). Select Connect account on the landing page if this is your first time connecting. Or select Link account if you've already created one. Search for your bank. You can connect most banks, even small credit unions. Note: If you can’t find your bank but still want to add your transactions to QuickBooks Online, you can also manually upload bank transactions. Select Continue. Then sign into your bank by entering your banking username and password.  Follo

Learn how to track your stock in QuickBooks Online Plus. QuickBooks Online has everything you need to manage your stock. Track what's on hand, get alerts when it’s time to restock and see insights on what you buy and sell. You can also enter non-stock products and services so you can quickly add them to your sales forms. We’ll help you set it all up and get going. Stock features are available for QuickBooks Online Plus. If you don’t have Plus, upgrade your QuickBooks plan to start tracking your stock. Step 1: Turn on stock tracking If you haven’t yet, turn on these settings so you can add your stock. Go to Settings ⚙ and select Account and settings. Select Sales. Select Edit ✎ in the Products and services section. Turn on Show Product/Service column on sales forms. Turn on both Track quantity and price/rate and Track stock quantity on hand. Select Save and then Done. Learn how QuickBooks handles your stock accounting QuickBooks always considers the first items you p

Learn how to review your beginning balance and look for issues for accounts you haven't reconciled before. If you're reconciling an account for the first time and the beginning balance is off, don't worry. Most beginning balance issues are caused by an incorrect opening balance. This is the account's starting point you set when you first created it in QuickBooks. Correcting the opening balance should also fix your beginning balance issues. Here's what to review so you can start reconciling your account for the first time. Tip: If you've reconciled the account in the past, don't follow these steps. Here's what to review for accounts you've already reconciled. Or, if you're new to the entire process, start with our reconciliation guide. Step 1: Review the opening balance in QuickBooks Double-check the opening balance for the account you're reconciling. Sometimes, the opening balance doesn't include transactions that were still pending when you created

Learn how to enter an opening balance after you already created an account to track transactions in QuickBooks. When you create a new account in QuickBooks Online, you pick a day to start tracking transactions and enter the balance for your real-life account for that day. This starting point is the opening balance. If you forgot to enter an opening balance when you created an account, don't worry. You can go back later and create a journal entry to record it. Then you can get back to business as usual. Important: Only use this method if you haven't reconciled the account yet. If you've reconciled it, or if you have questions, reach out to your accountant. This can get tricky and they know how to handle the next steps. Step 1: Make sure you don't already have an opening balance Before you go further, check your account register. Double-check that you don't already have an opening balance: Go to Bookkeeping and select Chart of accounts (Take me there). Find the account and sel

Learn how to set up and add accounts to your chart of accounts. The chart of accounts is a list of all of your accounts in QuickBooks. When you create your company file, QuickBooks automatically customises your chart of accounts based on your industry. You can add more accounts any time you need to track other types of transactions. Here's how to add more accounts to your chart of accounts. Add a new account to your chart of accounts Go to Settings ⚙ and select Chart of Accounts. Select New to create a new account. In the Account Type ▼ dropdown, choose an account type. In the Detail Type ▼ dropdown, select the detail type that best fits the transactions you want to track. Learn more about detail types. Give your new account a name. Tip: Use the detail type description to create a name that describes what you're tracking. Add a description. If this is a sub-account of an existing account, select Is sub-account and then enter the parent ac

From day one, your accounts in QuickBooks need to match the real-life bank and credit card accounts you're tracking.  When you create a new account in QuickBooks, you pick a day to start tracking transactions. Then, you enter the balance of your real-life bank account for whatever day you choose. This amount and start date set the account's opening balance. Learn how it works An opening balance is the starting point for the account. It summarises all past transactions in your up to the opening balance date. Think of it as a snapshot of the account's history. Pick an easy date to start your opening balance. If you just opened a new account at your bank, use the day you opened the account. If you've had the account for a while, start your opening balance on the same day as the beginning of your next bank statement. Whatever date you choose, use your bank statement to get the account's balance for that day. Tip: QuickBooks tracks all of your opening balances for all of you

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Learn about the Undeposited Funds account and how to combine multiple payments together in QuickBooks. When you put money in the bank, you often deposit several payments at once. For example, let’s say you deposit five $100 checks from different customers into your real-life checking account. Your bank records all five checks as one $500 deposit. So, you need to combine your five separate $100 records in QuickBooks to match what your bank shows as one $500 deposit. You don’t need to do this if you’re downloading transactions directly from your bank. Learn how it works Use the Undeposited Funds account to hold invoice payments and sales receipts you want to combine. It’s like the lockbox (or drawer) you keep payments in before taking them to the bank. When you have your deposit slip, make a bank deposit in QuickBooks to combine payments in Undeposited Funds to match. This two-step process ensures QuickBooks always matches your bank records. It also makes your reconciliations much e

Learn how to manage your QuickBooks plan to add more or have fewer accounting features. We want to help you find the best accounting tools for your business. As your business grows, QuickBooks grows with you. When you're ready for more features, you can to upgrade your subscription. Or, if your current subscription isn't a good fit, we can help you switch to a different plan. Here's an overview of the key differences between each subscription plan: Here’s how to upgrade or downgrade your QuickBooks Online subscription. Note: If you’re an accountant, learn how to upgrade or downgrade your client’s QuickBooks Online subscription.  Upgrade your subscription Step 1: Choose a new plan Check out the available pricing plans to see which subscription level is right for you. Step 2: Upgrade your subscription Sign in to QuickBooks Online as a primary or company admin. Select Settings ⚙ and then Account and settings. Select the Billing & subscription tab. Make

Learn which reports are available for your version of QuickBooks Online. Financial reports give you snapshots of different areas of your business. Most reports are available for all QuickBooks Online users. Some, however, are only available for certain subscription levels. Here's what's available for Simple Start, Essentials, and Plus users. REPORT NAME SIMPLE START ESSENTIALS PLUS Business Overview Audit Log X X X Balance Sheet Comparison X X X Balance Sheet Detail X X X Balance Sheet Summary X X Balance Sheet X X X Business Snapshot X X Profit and Loss as % of total income X Profit and Loss Comparison X Profit and Loss Detail X Profit and Loss year-to-date comparison X Profit and Loss by Customer X X X Profit and Loss by Month X