Account management
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I no longer use the accountant listed under "My Accountant" yet they are still receiving my information. How do I get rid of them?
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Hello, I have read the directions on how to do this and it looks pretty simple, except that most of my clients do not have subscription levels that allow for more than 1 user (small businesses). So I am not able to create a new user in order to transfer admin rights to them, as my user ID is using up the 1 slot. I already have access via accountant link so I am not worried about losing access.
I do not want to do a manual count nor download transactions nor view pdf reports - the volume of transactions is large and transaction lines by account at lest triple that number. I merely need o knnow the NUMBER of transsactions posted to inform auditor.
Hello, we created a new online account and we want to transfer all the data. We are using rewind to back up our old account but we don't see the option to migrate that data to the new account. Please help.
Hi Everyone, I hope everyone is well in this time! We have made some changes in our accounting and are looking to archive everything in our current Quickbooks account. Is there a way to do this? Please let me know! Thank you.
Hello Community! I have a vendor that is prepaying for work upfront. As we complete the work, I would like to reflect the work on their invoice and show the amount being credited to their account. How do I handle this properly? Thank you in advanced!
miles don't download, customer support is not knowledgeable and the sysytem lags. its just a poor product.
Hello there,We have some accounts that will need to re-classed on a period basis according to a certain allocation to each class. For example, tools and small equipment will be purchased and used by most of our classes/divisions. Instead of guessing on a weekly/monthly basis who will be using what for the time period, we would like to re-class at one time based upon our external tracking of usage for the time period. Also, we do not want to have a set percentage of allocation for our classes, we want to me more accurate and track usage. Also, it would be cumbersome to enter one bill and have 5 line items just to class it appropriately. From what I have read so far in the community, you must have the accountant tools to re-classify in batches? Can this be achieved through journal entries in the desktop version without accountant tools? Sidebar, are the accountant tools and add-on that can be purchased or is it an actual version of QB? I appr
Hello everyone, I just wanted to log into my account to get ready for the tax return, my Quickbooks Self-Employed is asking me to resubscribe to my account with a "Welcome back! Thanks for giving another try. We've got three great options for you" message. I've been paying monthly and the last time I paid was Wednesday, February 22nd, 2023. I don't know why it is asking me to re-subscribe. I believe if I do, it will take money from my bank account right away. I don't know what should I do. I'm looking for a little help. Thanks in advance!
Hello, I was wondering if anyone could me figure this out, I'm working for a client that has a confusing credit card process to me.( we do not reconcile credit cards, only enter actvity) For example Bank Account paid $87,534.00 towards the Amex card on 06/23/2022 The Amex was coded into exel sheet and updated as a bill but the amount enereted is 80,933.64. I already reconciled the bank account account using the amount on the statment. How should I handle the Amex.so that its relfected correctly on the P&L ?
We make wood crafts to sell at Craft shows. I have put the wood we purchased to make the crafts into inventory. Now I am trying to set up the items made such as jewelry boxes in inventory and relieving the wood from the inventory as the cost of the jewelry. We have sold items and I need to post the sale.I am on quickbooks small business cloud accounting Essentials.Thanks,Blanche
Can I get a milage report?
I've assigned an accountant to do my bookkeeping. My accountant has finished their work and provided their updates through their account/access. When we try to see that same information on my our account, it's blank? Any ideas?
I have a fraudulent charges on my QuickBooks credit card .How do I file a charge back?
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I was appointed executor to my uncles estate. I've paid the attorney upfront (retainer) for various business expenses as well as these personal expenses. Now we are closing this up as property has sold and I'm trying to look at all expenses paid specifically for the estate. I'm dumbfounded at the type of account to establish and tracking expenses for the attorney, for each company I have etc. HELP!
I'm an S-Corp and pay my own travel expenses which I want to claim on taxes as per diem. How do I record that in QBO?
is there a way to get the venmo business account to link to quickbooks?
Our file runs from Fiscal Year 2019 - current. On a Profit & Loss report, I entered 2004 as a start date for a project the company did back then. Clearly I didn't think that through because it crashed the file, and now I can no longer open it. Because I can't open the file anymore, I can't fix the year, so this is very circular. Any tips?
