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  • How to enter a beginning balance for an existing account

    You can easily enter an opening balance for an existing account by creating a journal entry to offset the...

  • How to adjust a reconciliation

    When reconciling, if the difference is not zero when you are finished, but the amount isn't off by very...

  • Reconcile hub

    When you reconcile an account, you compare the beginning balance and transactions listed in your QuickBooks...

  • How to handle a recurring transaction that did not run

    Occasionally, you may notice that one or more of your recurring transactions were not created. To fix this...

  • Multi-Currency: Journal Entry Error Message

    When working with multiple currencies in QuickBooks Online, all customer or vendor transactions must be...

  • How to export reports to Excel

    You can export QuickBooks Online reports to Excel quickly and easily. From the left menu, select Reports.  ...

  • How to customise reports

    Learn how to customise reports to fit your business needs. Create a customised report Note:This information...

  • How to undo a voided transaction

    There is no automatic way to reinstate a voided transaction. However, you can open and view most of the...

  • What to do when the report you're exporting contains too many records

    When attempting to email or export a large report directly from QuickBooks Online, you may notice that it's...

  • Do I need to back up my data with QuickBooks Online?

    The security of your data is our first priority. That's why QuickBooks Online automatically backs your data...

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