If your business uses QuickBooks Online (QBO), you’re in for a huge change. That is, if your account hasn’t been upgraded already.
Recently, Intuit has been rolling out a new version of QBO featuring a massive redesign that’s meant to make theaccounting platform more intuitive and easier to use. However, like all software, overhauling an entire interface will always have its drawbacks. The biggest gripe users have with QBO’s new look and feel boils down to one issue: They can’t find anything. After being so used to the classic QBO, navigating the latest version has proven to be a headache for many users. But don’t panic just yet. Below are 10 major issues users have reported in the QBO community forums and hacks to fix them.
1. Some users can’t find recurring transactions
Automation is key to making accounting systems as easy as possible. Now, imagine all your recurring billing and payments vanishing into thin air — stressful would be an understatement. With the new QBO, this just may be the case.
The solution: Your old data is still there, if you know where to look. Formerly called Memorized Transactions, your list of repeated billing and payments is now called Recurring Transactions. To access this section, click on the gear icon on the upper right-hand corner and select Recurring Transactions. [12 Accounting Solutions for Small Businesses]
2. Others can’t find employee information…
Did your employee information disappear after the upgrade? You’re not the only one. But don’t waste time stressing or re-entering employee data just yet. The problem may just be a browser glitch.
The solution: Restore employee data by clearing your browser history, then logging back into QBO.
3. …Or their products and services
Can’t find your list of products and services? Relax — it’s still there.
The solution: Missing products and services is just another casualty of revamped navigation menus. Intuit’s customer service explained that all lists are now located under the company menu. First, click on the gear icon, where you’ll find a Lists section. Select All Lists, then Products and Services.
4. By the way, customers might not be able to pay you just yet…
Customers can only pay by credit card. There’s no bank transfer option. And the Pay Now button on invoices is inactive. These are just some of the billing problems you’ll come across after the upgrade.
The solution: Be patient. Granted, that’s not really a solution, but it is your only recourse. Why? This, this and this say that it takes 24 to 48 hours to enable ACH transfers after the QBO upgrade. Moreover, if you’ve already sent invoices during this time, but customers wish to pay by bank transfer, you’ll have to delete and resend those invoices once ACH transfers are active again.
5. …And you may not be able to pay your bills, either
Paying your bills should be simple. But with the new QBO interface, one mystery is figuring out how to write and print checks.
The solution: There are several ways to write a check:
- From the Home screen, click on + and select Check
- Go to Transactions and click on Expenses. Choose Create New, then Check
- Also from Transactions, go to Registers and choose a bank account. There will be a drop-down option to write a check.
To print a check, go to Transactions, then Expenses, where you’ll find a Print Checks option.
6. …Or delete old ones
Can’t figure out how to delete a bill? It might look like QBO has removed the option, but like most user problems, it’s just a matter of figuring out where to look.
The solution: The delete function is accessible via the More button. Simply go to the bill you’d like to delete, click on More and select Delete.