Choose an account type in theAccount Typedropdown menu. In theDetail Typedropdown, select the detail type that best fits the transactions you want to track. Add a description. When you're done, clickSave and Close. Furthermore, I'd suggest you refer to your accountant. This way, you'll...
In case you need to remove your accountant, you can refer to this link for the detailed steps:Remove an accountant. I'm just around the corner to help if you have any other concerns about inviting your accountant to QBO. Have a good one and stay safe. ...
Select an expense category under the “Account” dropdown menu. This should be what you use to track contractor payments. You should base this decision on your accountant's advice. Fill out the form with the amount, description, etc.
Many payroll reports are confined to a specific time period, such as the first pay period of the month, quarterly pay or total pay for the entire accounting year. Sometimes these reports contain too much information, so you or your accountant may want to customize or limit the information ...
Pick an account from the drop-down menu that you want to reconcile (mandatory). Account: This is the credit card account you want to reconcile. Add additional information such as: Beginning Balance: This is the ending balance from your previous reconciliation. QBO should populate this au...
Sign in to your QBO account.Go to the Gear icon.Select Feedback under Profile.Enter your suggestion. Then, click Next. By unchecking the box next to these pay types, they'll no longer appear as an option when you run payroll. Here's a guide for your refer...
Allow me to share some information about changing the master admin role in QBO. As mentioned by my peer above, changing the master admin role on the account will depend on who's paying the subscription to Intuit. In the meantime, If your accountant is...
I'm here to help share additional information about deleting accounts in QuickBooks Online (QBO). Making the account inactive is also deleting the account. When the account is deleted, it gets removed from the Chart of accounts, and other places where you ...
QBO is NOT a replacement for an accountant (whatever the adverts may say!). Yes, there are lots of things about it that need improvement & lots of additional features that would be useful - lots & lots! However, it will get you through the basics if your needs are simple or if you ...
There needs to be an update to accommodate this way of working. I would say the majority of e-commerce shops work in this way. You have a sale with "$X" which can sync to QBO as a Sales Receipt or Invoice and then you have a bank deposit with "$X minus...