I'm happy to guide you in inviting your accountant in QuickBooks Online (QBO). Before doing so, we need to make sure that you have the master admin or accountant access to invite accounting firms. Here's how: Go to the Gear icon. Under Your Company,...
I'd like to check the setup of your products and services in QBO, Aleem Shaik. I know that you already mentioned that you didn't use this account. But since all of the line items on your invoice are posting to this account, then it's still probab...
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 ...
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 ...
Or, invite them within your company file and give them full access to your QuickBooks. We can use this link for further guidance: Set up or edit bank accounts for Bank Feeds in QuickBooks Desktop. I see how convenient it would be to let our accou...
If you’re an accounting firm that uses QuickBooks Online Accountant (QBOA) to manage small business clients who use QuickBooks Online, you’re aware of the power of QuickBooks - from streamlining everyday operations to boosting the efficiency of your business - and it’s likely a pivotal...
Just to confirm, is your accountant using the QuickBooks Online (QBO) Accountant version? If so, they should have a special reconciliation tool that allows them to undo the entire reconciliation. You can share these steps with your accountant to undo the reconciliation: Let your accountant sign ...
I agree that you'll have to create a separate profile for the same payee. Since we're unable to create two categories under one profile.However, when choosing categories I'd suggest consulting your accountant. So that they can guide you with the right categoriza...
I log in using my QBO Accountant account and then get onto the client books via the accountant access they give me. 1 Reply Matt83yl Level 2 September 15, 2022 11:33 AM IF the pic doesn't show, google this phrase and you'll find the ...
I'm looking to create a role that has broad scope with read only permissions. Reports Only Role doesn't give access to many of the options my board would like to have access to... to view data. This has been complicated by the fact that current basic ...