Switching the view from Accountant to Business view is easy peasy. I'll be happy to guide you through the steps. Sign in to your QuickBooks Online (QBO) account. Click the Gear icon. At the bottom of the window, select the Switch to Business view op...
Look for your accountant's name from the Accounting firms section. Remove the name from there. If not, you can directly proceed with requesting the primary admin rights. Gather your documents for the request. Sign in to your Intuit Account to see the req...
If you're subscribed to QuickBooks Online Simple Start, Essentials, or Plus, you'll want to upgrade to Advanced or seek some assistance from your accountant. Also, visit this page if you need more references and tips in managing your business with QuickBooks Online:...
Look for your accountant's name from the Accounting firms section. Remove the name from there. If not, you can directly proceed with requesting the primary admin rights. Gather your documents for the request. Sign in to your Intuit Account to see the req...
You can always get back to this thread if you need more help. Have a great one! 3 Reply Rohit Level 2 August 03, 2019 10:40 AM Hello, Thank you for such a great guidance. It was very helpful for me as well. Apart from that I have ...
Before doing that, I suggest consulting an accountant to assist you in removing the transaction that is already reconciled. If you want to decide to delete the bill payment, here's how: 1. Click the Expense at the left panel. Then Expense tab. 2. Select the customer. ...
Before doing that, I suggest consulting an accountant to assist you in removing the transaction that is already reconciled. If you want to decide to delete the bill payment, here's how: 1. Click the Expense at the left panel. Then Expense tab. 2. Select the customer....
Refer to this article on how to transfer the role of Master Administrator to your client: How to transfer the role of Master Administrator for a QuickBooks Online Accountant firm. You can also add, delete, or change user access in Quickbooks online. Let me...
Refer to this article on how to transfer the role of Master Administrator to your client: How to transfer the role of Master Administrator for a QuickBooks Online Accountant firm. You can also add, delete, or change user access in Quickbooks online. Let ...
You can always get back to this thread if you need more help. Have a great one! Rohit Level 2 August 03, 201910:40 AM Hello, Thank you for such a great guidance. It was very helpful for me as well. Apart from that I have a question, my acc...