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...
Click Yes, then Undo to confirm. I'm adding this article for more guidance: Undo a client’s reconciliation in QuickBooks Online Accountant. However, if they don't have a QBO Accountant account, your accountant can undo the reconciliation manually. You can follow the steps shared ...
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 reference: Add or Change Pay Types. I'm also adding this article for future reference about running payroll reports in QBO: R...
I was recently forced to agree to let Intuit and their affiliates run a credit check on me whenever they desire in order to open the 2022 Accountant version. It was agree or lose all my clients' data. Backups won't even help me at this point. ...
I suggest to manually enter the loan transactions in QBO. Before doing the steps below, I recommend contacting an accountant to help you categorizing the transactions. Here's how to enter loan transactions: First, set Liability account to record the loan: 1. Click ...
Especially when I get the response to talk to my accountant... It's like... I am the accountant for several clients using QBOA. It's like they don't ever read or listen to the actual question that someone is asking. 1 Reply dmfrench ...
You can delete accounts in QuickBooks Online that are no longer in use. Need not to worry, deleting accounts doesn’t erase your transactions, so your reports won’t change. You also have an option to restore deleted accounts any time. To delete an acc...
Let’s go back again to the Help section in your company to get the contact options. This time, log in to QBO using incognito mode or private browsing. This is to isolate if the cache is preventing the chat session to work. For Google Chrome browser: Ctrl + Shift + N For Mozilla Fi...
If you don't have an accountant, no need to worry! QuickBooks offers a ProAdvisor service where you are able to connect with experts within your area. Here's how: Select this link: Find an accountant. In the Find an expert in section, choose what you're looking for, then use your...
Thanks for the reply, but my main problem is that I have balances (from year back, like 2008. They have all been paid, but the prior accountant failed to record this properly) in both these ST accounts, I can't just delete them. I was hoping to merge all them so...