QuickBooks Online support: frequently asked questions

This FAQ answers questions about QuickBooks Online accounting software.

 

Question categories:

Featured question

Does QuickBooks Online work on Macs?

Yes, absolutely. You access QuickBooks Online on the internet, so it works with pretty much any internet-connected Mac or PC. You can also access key features using many mobile phones. See below for full system requirements.

About QuickBooks Online

What is QuickBooks Online?

QuickBooks Online is a cloud based financial management software. Its designed to slash the time you spend managing your business finances, by helping you with tasks such as:

  • Creating estimates and invoices
  • Tracking sales and cash flow
  • Managing your customers and suppliers
  • Monitoring your GST and making completing BAS much easier
  • Understanding your company's performance
  • Planning ahead and budgeting

 

Being a true cloud solution, there's no need to install any software. You access QuickBooks Online straight from your internet browser on any computer or web enabled device whenever, wherever.

 

What are the system Requirements for QuickBooks Online

Recommended system requirements

  • Windows PC: 1 GHz computer with 256 MB of RAM running Windows XP or later
  • Apple Mac: Intel-based Mac running OS X 10.5 or later
  • Latest version of Internet Explorer, Firefox, Google Chrome or Safari for Mac
  • High-speed internet connection (DSL, cable, T1)


Note: QuickBooks is not supported on Linux, including Ubuntu and Fedora


Internet Connection


QuickBooks Online works best with a fast broadband Internet connection.

Which QuickBooks Online plan is right for me and what is the monthly subscription cost

There are three plans to choose from to suite your business' needs at an affordable monthly subscription. We recommend you choose the plan with the feature set that meets your business needs today, you can upgrade to a higher plan as your business grows.


Start comparing plans and view the latest pricing and promotions.

Can I move between plans (upgrade and downgrade)

You can always upgrade to a higher plan. Once you upgrade your company data will be upgraded to enable the feature set available on the higher plan. Once your file is upgraded to a higher feature set plan, you will not be able downgrade to lower plan. For this, we recommend that you choose a lower plan if you're unsure, you can always upgrade later.

Will QuickBooks Online work on my Apple Mac?

Absolutely! QuickBooks Online is a full Cloud solution that can be used on any compatible browser on any computer (PC or Mac), and mobile device. Please refer to recommended system requirements to find out more

Can I access QuickBooks Online on my mobile phone or tablet?

QuickBooks Online can be accessed from any web enabled mobile device with a web browser. The experience is optimised on any iOS device (iPad, iPhone or iPod Touch) and Android tablet or Smartphone with the QuickBooks Online App.


Learn more about QuickBooks Online on mobile devices

Can I access QuickBooks Online offline?

You will need an internet connection to access QuickBooks Online.

Am I entitled to software updates/upgrades and how do I upgrade

Yes. One of the many benefits of cloud based software is that you're always on the latest version and fully compliant software. New features and functionality are delivered incrementally every month so there, so there no learning curve when with new versions.

Getting Started

Is there a trial period and how do I sign up?

There's a 30 day free trial period. Just enter your name, email address and choose a password and you're good to go - we don't ask for your any payment details for trial.


Choose a plan and get started

How do I subscribe if I decide it QuickBooks Online is right for me?

Once your trial period finishes, you will be directed to a payment page where you can subscribe. You can choose to subscribe at any stage during the trial with a few clicks of your mouse.

What information do I need to sign up?

Getting started is easy. With some very basic information about your business QuickBooks Online will gather information from over 500,000 businesses around the globe and Australia will automatically configure your QuickBooks Online file. You can always customise and update your setting as you go.

What payment methods do you accept?

We accept all major credit and debit cards - Visa, MasterCard and AMEX.

Can I pay the subscription annually?

No, subscriptions are charged on a monthly basis.

Is there a minimum subscription period?

There is no lock in contracts. You pay a month at a time, and you can cancel whenever you like. If you cancel part way through a month, we'll automatically refund a pro-rata refund to cover the rest of the month you've already paid for.

Does QuickBooks Online provide onsite setup assistance?

We do not provide on-site support directly. We have a friendly and knowledgeable Australian based support team that are here to help you along the way. They can even recommend a QuickBooks Online ProAdvisor if you need a bookkeeper or accountant to help get going.

How do I cancel QuickBooks Online if I decide it isn't right for me?

It's really easy to cancel within your software with a few clicks of your mouse.

Can I have more than one company file?

When you sign up for the first time we'll create a QuickBooks Online user account, using the same login you can create as many company files as you need using the same email address. To create multiple files you need to choose from one of QuickBooks Online pricing plans and then select 'already have an Intuit user ID' to sign-in.

Can multiple users access my QuickBooks Online company file at the same time?

Depending on what QuickBooks Online plan you're using, you can have up to five users accessing the same company file simultaneously. As well as having multiple users (co-workers and employees), you can also invite up to two accountants and/or bookkeepers to access your company file.


Click here to see how many users each plan allows

How do I upgrade to QuickBooks Online from my old desktop software

Data files can be converted from the Australian versions of Reckon Accounts 2015 or earlier (including Reckon Hosted), Reckon QuickBooks 2009 or later, MYOB AccountRight Enterprise, Premier V19 and earlier (.myo file type) and Xero to QuickBooks Online Essentials & QuickBooks Online Plus. Free data import Free data import is provided by Odyssey Resources, for a limited time.

Can I import and export data into QuickBooks Online?

You can import and export the following lists to and from MS Excel or CSV file:

  • Customers
  • Suppliers
  • Products and services
  • Chart of accounts


Plus you can export reports to MS Excel.

Is technical support included

QuickBooks Online has a range of included support options:

  • In-software help
  • Extensive Knowledgebase
  • Community forum where you can connect with other QuickBooks Online users
  • Email and one of our support specialists will get back you within one business
  • LiveChat with our team of support specialist

Do I enjoy discounts for signing up more than 1 company files?

No, QuickBooks Online does not offer any discounts right now.

Data and Security

How secure is my data?

Intuit takes security very seriously – click here for more detailed information on how Intuit ensures your data is secured and available to you.

What happens to my data if I cancel?

If you decide to cancel during the free 30 day trial, we'll delete all traces of your data from our servers immediately. When it's gone, it's gone - so before you cancel, make sure you've saved all the reports you want to keep.

Can I download a copy of my data?

QuickBooks online allows you to export the following lists to MS Excel with one click of your mouse:

  • Chart of accounts
  • Customers and suppliers
  • Products and services
  • Employees


You can also export any QuickBooks Online report to MS Excel.

Account Settings

How do I reset my password or recover my user ID?

  1. Go to http://go.qbo.intuit.com
  2. Click 'Can't access your account?'
  3. Select I forgot my user ID and enter the email addresses you used when you signed up for QuickBooks Online.
  4. We will send you an email informing you of your user ID.

Product Features

What are some of the reports available in QuickBooks Online?

Here are a few commonly used reports: Profit & Loss, Balance Sheet, General Ledger, Trial Balance, Statement of Cash Flows, and Transaction List.

Do you have a list of supported banks in Australia?

Intuit supports most of the major banks in Australia. Here are a few popular ones:

  • ANZ
  • Westpac
  • Commonwealth Bank (CBA)
  • National Australia Bank (NAB)
  • Bank of Queensland
  • St. George Bank
  • Bank of Melbourne
  • Bendigo Bank
  • BankWest
  • Suncorp

Does QuickBooks Online offer Add-On or integration with 3rd applications?

Yes, we have a range of Add-ons for you to choose from within our product. Register for our trial to enjoy 30 days free evaluation to experience the add-on.

Can I track my payroll expenses with QuickBooks Online?

Yes, you can track, record and report on your payroll in QuickBooks Online in three simple steps. This is just the start - we're working hard to make your payroll tracking even quicker and easier.


If you are switching from another accounting solution, you can also continue using it to track your payroll expenses with it.

Is GoPayment supported within the Australia QuickBooks Online software?

We hope to have this service in the future; currently it is not available with the Australian QuickBooks Online.

Can I upload more than 1 company logo?

No, you can upload up to one company logo per company file.

Others

Is training available for QuickBooks Online and QuickBooks Online Accountant?

Yes, we offer live webinars, on-demand training courses and have in-person training on QuickBooks Online and QuickBooks Online Accountant. To sign up or learn more, visit our training page. If you want to master QuickBooks Online, our ProAdvisor Program offers training and certification.

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