QuickBooks Online Solutions

Browse our categorized database of technical solutions. Each category is optimized to help you find answers faster.

Frequently Asked Questions

Instant answers for common bookkeeping hurdles.

Q: How do I fix a discrepancy in my bank reconciliation?

A discrepancy usually occurs because a transaction was changed, deleted, or added after it was reconciled. Use the Reconciliation Discrepancy report in QBO to identify the specific transaction and correct it.

Q: Can I move from QBO back to QuickBooks Desktop?

Yes, but it requires a specialized export process. You must use a Windows computer with Internet Explorer (or compatible mode) to download the company data file.

Q: How do I add a new user to my QuickBooks account?

Go to Settings (Gear Icon) > Manage Users. Select 'Add user' and choose their access level (Standard, Admin, or Reports only).

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