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  • How do I switch companies?

    If you are subscribed to more than one company, you can switch between them quickly: Select the Gear icon...

  • International versions

    QuickBooks Online is available in many countries around the world. For the most current information, visit...

  • Create a desktop shortcut for QuickBooks Online

    You can add a QuickBooks Online shortcut icon to your desktop screen in just a few clicks. These steps will...

  • How to get started quickly using the plus button

    The Plus icon (+), located on your Toolbar is your primary “create” button in QuickBooks Online. It lets...

  • How to edit customer information

    Frequently, business owners need to edit a customer's information, such as preferred payment method and...

  • How to add or edit transactions in a register (or account history)

    You can add or edit transactions directly in some registers (or account histories). Some registers (such as...

  • How to duplicate an invoice or an estimate

    You can create recurring invoices or estimates for the same customer to save time. Here’s how to duplicate...

  • How to edit a sales transaction form

    It's easy to edit a sales transaction form you previously saved. To edit a sales transaction form: Find the...

  • How to add the account summary on an invoice template

    The Account Summary lets you show your customers new charges, while reminding them that they still have a...

  • Transfer funds between accounts

    Learn how to record a funds transfer between two accounts. When recording a funds transfer between two...

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