QuickBooks Helpful Articles

QuickBooks helpful articles from Intuit QuickBooks Community

QuickBooks Helpful Phone Numbers & Links

Call QuickBooks Customer Care Team at 800-446-8848.
How and when can I contact Support? (US only)
https://community.intuit.com/articles/1145770

Call QuickBooks Merchant Payments Support at 800-558-9558.
Check merchant status on the website:
https://merchantcenter.intuit.com/

QuickBooks Payroll Support at 877-202-0537.
QuickBooks Payroll Support on the website:
https://payroll.intuit.com/support/contact/?infoSrc=qs&service=64

QuickBooks Feedback Request link:
http://feedback.qbo.intuit.com/


DASHBOARD

 

BANKING

Import bank transactions from Excel CSV file to QuickBooks Online
https://community.intuit.com/articles/1458636

Upload more than 90 days of bank transactions through Web Connect
https://community.intuit.com/articles/1145233-upload-more-than-90-days-of-bank-transactions-through-web-connect

Bank transactions are duplicates, missing or wrong or bank balance not updating
https://community.intuit.com/articles/1145509-banking-transactions-are-duplicates-missing-or-wrong-or-bank-balance-not-updating

Banking rules and recognition for downloaded transactions
https://community.intuit.com/articles/1145469-banking-rules-and-recognition-for-downloaded-transactions

How do I add transactions in a foreign currency
https://community.intuit.com/articles/1207198-how-do-i-add-transactions-in-a-foreign-currency

Manually update your bank accounts
https://community.intuit.com/articles/1614512

Add and connect your bank and credit card accounts
https://community.intuit.com/articles/1288999-add-and-connect-your-bank-and-credit-card-accounts

Automatic and Manual online banking updates
https://community.intuit.com/articles/1145997-automatic-and-manual-online-banking-updates

Disconnect, remove, or delete a bank or credit card account from the Downloaded Transactions page
https://community.intuit.com/articles/1146058

Error 103 for QuickBooks Online
https://community.intuit.com/articles/1394988-error-103-for-quickbooks-online

How do I clear the temporary Internet files and cache?
https://community.intuit.com/articles/1145697

 
SALES

Update credit card for QuickBooks Online subscription (US only)
https://community.intuit.com/articles/1164869-update-credit-card-for-quickbooks-online-subscription-us-only

Export then import list data into QuickBooks Online
https://community.intuit.com/articles/1458771-import-or-export-list-data-in-quickbooks-online

EXPENSES

Export then import list data into QuickBooks Online
https://community.intuit.com/articles/1458771-import-or-export-list-data-in-quickbooks-online

PROJECTS

QuickBooks Online Projects
https://community.intuit.com/articles/1549960-quickbooks-online-projects

WORKERS

Employees:

Record payroll transactions manually
https://community.intuit.com/articles/1145322-record-payroll-transactions-manually

View My Paycheck
https://paychecks.intuit.com/

ViewMyPaycheck: Online Payroll FAQs
https://community.intuit.com/articles/1437617-viewmypaycheck-online-payroll-faqs

Send pay stub email notification
https://community.intuit.com/articles/1436459-send-pay-stub-email-notification

Set up pay stub access for an employee or contractor (PaycheckRecords.com)
https://community.intuit.com/articles/1436689-set-up-pay-stub-access-for-an-employee-or-contractor-paycheckrecords-com

Contractors:

Set up pay stub access for an employee or contractor (PaycheckRecords.com)
https://community.intuit.com/articles/1436689-set-up-pay-stub-access-for-an-employee-or-contractor-paycheckrecords-com

REPORTS

TAXES
Sales Tax:
Set up and use Automated Sales Tax
https://community.intuit.com/articles/1567657

ACCOUNTING

Export then import list data into QuickBooks Online
https://community.intuit.com/articles/1458771-import-or-export-list-data-in-quickbooks-online

MY ACCOUNTANT

PRINT CHECKS

Set up alignment to print checks (or cheques)
https://community.intuit.com/articles/1242582
Align checks to print
https://community.intuit.com/articles/1430326

APPS
Download QuickBooks Mac & Windows Apps for QBO
https://quickbooks.intuit.com/apps/

QuickBooks App for Windows and Mac: General support
https://community.intuit.com/articles/1458875-quickbooks-app-for-windows-and-mac-general-support

 


GEAR

 

YOUR COMPANY

Account and Settings

Company

Billing and Subscription

Subscription payment options for QuickBooks Online
https://community.intuit.com/articles/1145298-subscription-payment-options-for-quickbooks-online

Cancel your QuickBooks Online subscription (USA Only)
https://help.quickbooks.intuit.com/en_US/kb/cancel-quickbooks-online-subscription/000001953_en_US:SALESFORCE.modal

Downgrade Your QuickBooks Online Subscription – United States Only
https://community.intuit.com/articles/1609737-downgrade-your-quickbooks-online-subscription-united-states-only

Sales

Change the number on invoices and other sales forms
https://community.intuit.com/articles/1145900e

Expenses

Downgrade Your QuickBooks Online Subscription – United States Only
https://community.intuit.com/articles/1609737-downgrade-your-quickbooks-online-subscription-united-states-only

QuickBooks Online Wholesale Billing Price Changes (Accountant)
https://community.intuit.com/articles/1581123-quickbooks-online-wholesale-billing-price-changes

Wholesale Discount FAQs and How-To’s (Accountant)
https://quickbooks.intuit.com/accountants/discounts-wholesale/

Payments, Merchant Credit Cards, ACH Direct Deposit

QuickBooks Payments
https://quickbooks.intuit.com/payments/

Edit a customer’s credit card information
https://community.intuit.com/articles/1145295-edit-a-customer-s-credit-card-information

Void or refund credit card payments from a customer
https://community.intuit.com/articles/1146051-void-or-refund-credit-card-payments-from-a-customer

Correct a customer’s credit card payment that was processed twice by mistake
https://community.intuit.com/articles/1145975-correct-a-customer-s-credit-card-payment-that-was-processed-twice-by-mistake

QuickBooks Online Payment FAQs
https://community.intuit.com/articles/1603308

Credit card processing in QBO
https://community.intuit.com/articles/1145609-credit-card-processing-in-qbo

QuickBooks Payments troubleshooting
https://community.intuit.com/articles/1451893

Transaction Result Codes
https://merchantcenter.intuit.com/wapweblet/ims-mp-help/en/qbms/svc_mp_result_codes.html

Change business, bank account, or contact information in the Merchant Service Center
https://community.intuit.com/articles/1598924-change-business-bank-account-or-contact-information-in-the-merchant-service-center

Advanced

Converting an estimate into an invoice in QuickBooks Online
https://community.intuit.com/articles/1164873-converting-an-estimate-into-an-invoice-in-quickbooks-online

 
Manage Users

User management – Add, delete, or change a user’s access
https://community.intuit.com/articles/1145546-user-management-add-delete-or-change-a-user-s-access

How do I consolidate my companies under one user ID?
https://community.intuit.com/articles/1145226-how-do-i-consolidate-my-companies-under-one-user-id

How do I list my companies under separate user IDs?
https://community.intuit.com/articles/1145307-how-do-i-list-my-companies-under-separate-user-ids

How many users can access QuickBooks Online simultaneously?
https://community.intuit.com/articles/1145797-how-many-users-can-access-quickbooks-online-simultaneously

Transfer the Master Administrator role
https://community.intuit.com/articles/1145808-transfer-the-master-administrator-role

 
Custom Form Styles

Import custom invoice into QuickBooks Online
https://community.intuit.com/articles/1145368-import-custom-invoice-into-quickbooks-online

Redesigned Invoice Emails in QuickBooks Online
https://community.intuit.com/articles/1679723-redesigned-invoice-emails-in-quickbooks-online

Import custom invoice into QuickBooks online
https://community.intuit.com/articles/1145368-how-to-import-invoice-template-styles-from-word

Adding a logo to sales invoice
https://community.intuit.com/articles/1224673-adding-a-logo-to-sales-invoice

Problems adding a logo
https://community.intuit.com/articles/1145196-problems-adding-a-logo

LISTS
 
All Lists
 
Products and Services
 

Export then import list data into QuickBooks Online
https://community.intuit.com/articles/1458771-import-or-export-list-data-in-quickbooks-online

Recurring Transactions
Setting up a recurring sales receipt in QuickBooks Online
https://community.intuit.com/articles/1145462-setting-up-a-recurring-sales-receipt-in-quickbooks-online

Attachments

Using attachments in QuickBooks
https://community.intuit.com/articles/1389858-using-attachments-in-quickbooks

 
TOOLS
Import and Export Data

QuickBooks Import Resource Center
https://quickbooks.intuit.com/move-from-desktop-to-online/

Import into QuickBooks Online from QuickBooks Desktop for Windows (US only)
https://community.intuit.com/articles/1145375-import-into-quickbooks-online-from-quickbooks-desktop-for-windows-us-only

Import into QuickBooks Online from QuickBooks Desktop for Mac
https://community.intuit.com/articles/1145766-import-into-quickbooks-online-from-quickbooks-desktop-for-mac

QuickBooks Online file size and feature limits
https://community.intuit.com/articles/1145940-quickbooks-online-file-size-and-feature-limits

How do I delete all my data and start over from scratch? (US only)
https://community.intuit.com/articles/1145429-how-do-i-delete-all-my-data-and-start-over-from-scratch-us-only

Fix errors when importing to QuickBooks Online
https://community.intuit.com/articles/1145583-fix-errors-when-importing-to-quickbooks-online

Import Limitations – QuickBooks Desktop to QuickBooks Online
https://community.intuit.com/articles/1145236-import-limitations-quickbooks-desktop-to-quickbooks-online

 
QuickBooks Conversions (From QuickBooks Online to QuickBooks Desktop)

Export your data from Online to Desktop
https://community.intuit.com/articles/1145829-export-your-data-from-online-to-desktop

Visual Guide to Export
https://community.intuit.com/articles/1207911-visual-guide-to-export

Freezing Behavior During Export From QuickBooks Online to Desktop
https://community.intuit.com/articles/1145658-freezing-issues-during-export-from-quickbooks-online-to-desktop

Reports don’t match after export
https://community.intuit.com/articles/1145950-reports-do-not-match-after-export

Unexpected Result Code From Server Exporting QuickBooks Online to Desktop
https://community.intuit.com/articles/1246158-unexpected-result-code-from-server-when-exporting-quickbooks-online-to-desktop

Resolve Problems Opening QuickBooks Desktop or your Company File
https://community.intuit.com/articles/1502071-resolve-problems-opening-quickbooks-desktop-or-your-company-file

User Profile
Change user ID or password for QuickBooks Online
https://community.intuit.com/articles/1145972-change-user-id-or-password-for-quickbooks-online

 
OTHER

Intuit Accounts self-help options
https://community.intuit.com/articles/1662908-intuit-accounts-self-help-options

 


CREATE + SIGN

 

CUSTOMERS

Invoice

Change the number on invoices and other sales forms
https://community.intuit.com/articles/1145900e

Estimate
Converting an estimate into an invoice in QuickBooks Online
https://community.intuit.com/articles/1164873-converting-an-estimate-into-an-invoice-in-quickbooks-online

VENDORS

Online Bill Pay

Sign up for Online Bill Pay (powered by Bill.com)
https://community.intuit.com/articles/1625735-sign-up-for-online-bill-pay-powered-by-bill-com

Online Bill Pay – Settings Icon
https://community.intuit.com/articles/1583765-online-bill-pay-settings-icon

Online Bill Pay – Email preferences
https://community.intuit.com/articles/1516837-online-bill-pay-email-preferences

EMPLOYEES

OTHER

MISC

Refunds for QuickBooks purchased at a Retail or Online Store (US only)
https://community.intuit.com/articles/1146144-refunds-for-quickbooks-purchased-at-a-retail-or-online-store-us-only

Recognize and report suspicious emails (Phishing)
https://community.intuit.com/articles/1145328-recognize-and-report-suspicious-emails-phishing

How and when can I contact Support? (US only)
https://community.intuit.com/articles/1145770

Contact Us on the website
https://help.quickbooks.intuit.com/en_US/contact

How do I clear the temporary Internet files and cache?
https://community.intuit.com/articles/1145697-how-do-i-clear-the-temporary-internet-files-and-cache

All QuickBooks Tutorials published by QuickBooks.
https://quickbooks.intuit.com/tutorials/all-quickbooks-tutorials/

QuickBooks Online International versions
https://community.intuit.com/articles/1145485-quickbooks-online-international-versions