i can not add my accountant followed your steps, but it looks that the "accounting firms" button or space does not appear in the screen so i can not follow the guideline... i have the simple start version with one user and i am trying to add my...
It's a great feature. I just can't see it on any of my other 10 clients's books. The client I saw it with has QBO essentials. Not sure if it's something I need to add or if it's automatically added. I log in using my QBO Accountant accoun...
QuickBooks Online also includes a report that will display all the templates you’ve created. ClickReportsin the left vertical pane, thenAll Reports(unless this list is already active), thenAccountant Reports. You’ll find theRecurring Template Listin the lower right corner. Recurring transaction t...
Now we have $1000s of dollars a month in extra accountant fees just to investigate what each transactions are actually doing!Guys, this is an issue that needs to either be resolved with chase or with QBO. Either way, QBO CAN AND SHOULD advocate on o...
Collaborate with your accountant: You can connect up to the following for each product: 1 billable user and 2 accounting firms for QuickBooks Online Simple Start, 3 billable users and 2 accounting firms for QuickBooks Online Essentials, 5 billable users and 2 accounting firms for QuickBooks Online...