Common questions

Account

• Can I use one account for several businesses?
• Why can't I see a page my colleague can see?
• Why can't I manage people or business billing?
• Why can't I invite another internal teammate?
• Why can't I commit my import file?
• Why can't a free viewer save changes?

Billing

• Who uses a paid internal user place?
• Why can't I change the number of user places?
• Does reducing user places give an immediate refund?
• How do I cancel my subscription?

Invoicing

• Did Save & Send email my invoice?
• Why can't I mark an invoice sent?
• Why can't I email an invoice?
• Why can't I change a sent invoice's amount?
• Why can't I void an invoice with payments?
• Can I record more than a customer owes?

Bills

• Does uploading a bill add it to the books?
• Why can't I select a vendor on a bill?
• Why isn't my bill approved and posted yet?
• Does Record Payment send money to a vendor?
• Why did a pending payment reduce my bill balance?

Banking

• Why can't I connect a bank with Plaid?
• Does accepting a bank category post a journal?
• Why can't I complete a reconciliation?
• Why can't I approve my own reconciliation?
• Why can't I reopen a completed reconciliation?

Reports

• Why isn't my draft in the trial balance?
• Does an aging date restore old unpaid balances?
• Why isn't Opening Balance Equity zero?
• Why can't I post a balanced journal?
• Why can't I post into a closed month?
• Why can't I close a fiscal period?
• Can I reopen a locked fiscal period?

Taxes

• Does Mark as Filed submit my 1099 form?
• Why can't I generate a 1099 form?
• Why can't I edit a filed 1099 form?
• Why is tax missing from this customer's invoice?

Nonprofit

• Why does Nonprofit ask me to approve mappings?
• Can Nonprofit import an opening trial balance?
• Why can't I archive the Operating fund?
• Why can't I generate or send an acknowledgment?
• Why can't I change a grant's classification?

Qix

• Why can't I approve a Qix action?
• Why isn't Qix answering my question?
• Can Qix help me find screen instructions?
• Does deleting a Qix chat undo its actions?

Security

• How do I reset a forgotten password?
• Why can't I disable two-step verification?
• What if I lose access to my authenticator?
• Why can't my accountant open the business?