QuickBooks Helpful Articles

GEAR

 

YOUR COMPANY

Account and Settings

Company

Change company name, address, email address, EIN, and privacy settings
https://community.intuit.com/articles/1145754-change-company-name-address-email-address-ein-and-privacy-settings

Billing and Subscription

Common subscription and billing questions for QuickBooks Online (US only)
https://community.intuit.com/articles/1145682-common-subscription-and-billing-questions-for-quickbooks-online-us-only

My account has been suspended
https://community.intuit.com/articles/1191865-my-account-has-been-suspended

What happens to my QuickBooks Online data after I cancel?
https://community.intuit.com/articles/1145935-what-happens-to-my-quickbooks-online-data-after-i-cancel

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

Progress invoicing for QuickBooks Online
https://community.intuit.com/articles/1659786-progress-invoicing-for-quickbooks-online

Import products and services
https://community.intuit.com/articles/1145773-discount-as-line-item-on-invoices-and-sales-receipts

Discount as line item on invoices and sales receipts
https://community.intuit.com/articles/1145568-import-products-and-services

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

Turn on or off Customer Notification Emails for Recurring Payments
https://community.intuit.com/articles/1600532

Connect Stripe to QuickBooks Online
https://community.intuit.com/articles/1665214-connect-stripe-to-quickbooks-online

Advanced

Multicurrency in QuickBooks Online
http://intuitglobal.intuit.com/delivery/cms/prod/sites/default/education.intuit.ca/downloads/Appendix-B-Multicurrency-in-QuickBooks%20Online.pdf

Converting an estimate into an invoice in QuickBooks Online
https://community.intuit.com/articles/1164873-converting-an-estimate-into-an-invoice-in-quickbooks-online
(OLD link. Now set up from Sales > Progress Invoicing).

Turn on and set up time tracking
https://community.intuit.com/articles/1145250

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

Types of users and permissions in QuickBooks Online
https://community.intuit.com/articles/1145471-types-of-users-and-permissions-in-quickbooks-online

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

Account Summary on an invoice
https://community.intuit.com/articles/1146040-account-summary-on-an-invoice

Payroll Settings

How do I change my primary state?
https://community.intuit.com/articles/1437373-how-do-i-change-my-primary-state

Changes that require a new authorization form for electronic services
https://community.intuit.com/articles/1665196

Accountants: Payroll Price Changes FAQs
https://community.intuit.com/articles/1437373-how-do-i-change-my-primary-state

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

What are price rules?
https://community.intuit.com/articles/1597048-what-are-price-rules

Price rules FAQs
https://community.intuit.com/articles/1636901-price-rules-faqs

Import products and services
https://community.intuit.com/articles/1145568-import-products-and-services

Discount as line item on invoices and sales receipts
https://community.intuit.com/articles/1145568-import-products-and-services

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

The maximum file size you can attach is 25MB. For more information about the attachments, you can check out this article:
Attachments in QuickBooks Online
https://community.intuit.com/articles/1389858-attachments-in-quickbooks-online

TOOLS
Import and Export Data

What happens to my QuickBooks Online data after I cancel?
https://community.intuit.com/articles/1145935-what-happens-to-my-quickbooks-online-data-after-i-cancel

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

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

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