Account management
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Hi, I am thinking of terminating my agreement with a client. Currently the client is on wholesale billing, billed through me, and I would like the client to be able to continue on wholesale billing with a new accountant (pay the discounted rate - $20+ tax wholesale amount for the life of the subscription. I did not mark up the subscription). What steps do I take first? If I change the master admin to be the client (which I was going to do anyway), will that allow the client to get the discounted price through another accountant? I have already invited their tax accountant as an accountant user. Thanks in advance.
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Everything looks correct in Intuit, but not Quickbooks. Help!
I overwrote the desktop already so there's no way to go back and export. If I still have the qbw on a thumb drive can I reinstall it or will it then overwrite the online version?
How can I make it so that no transactions are posted to a parent account? I only want transactions to be posted to the lowest level sub-account. We recently had transactions posted to "Bank Accounts" account which is a parent account rather than to the specific bank sub account. I would love to be able to turn off the ability to post to the parent account.
In the customer detail, I have some customers that are tax exempt. When I export the information it doesn't give a "taxable" column. How do I export this data to get this information?
I reconciled my credit card account and accidently had entered an entry twice. I used the one entry to reconcile the account but leaves the other entry sitting there. I need to know how to delete that entry as it is just sitting out there, HELP
My checking account and envelopes are on hold, how to I fix that?
Hello, I've had a nightmare of an experience exporting my company info from QB desktop to QB Online. I created an account for a trial period in QBO plus had a discounted promo code. When I went to export my QB desktop info into QBO online it ended up creating an additional company without any trial period or discount, and the port over had errors and failed. Due to the export errors I had to create an additional new company, which the port from QB desktop to QBO finally succeeded. The issue is I now have 3 separate company files in my account. I want to know how to have my trial and discounts applied to the correct company file, the one where the port in process actually succeeded. I've tried calling and chatting with QB customer service people a few times and they are clueless. The QB desktop team tells me to call the QBO team. The QBO online team tells me to call the QB desktop team. Not a single customer service rep can get me any type of clear answer how or if
I have a client that is using QuickBooks Desktop 2021. The file is associated with an intuit account that belongs to their prior Bookkeeper. They no longer have communication with that Bookkeeper. How can we change the intuit account associated with the file, without having access to the prior bookkeeper?
Noticed duplicate line items on my transaction reports and blank lines with $0 dollar amounts. How do I get rid of this? It really makes it look messy and hard to read.
in Texas
I want to upload a chart of accounts and merge bank transactions I have already assigned to default QB accounts. Can I delete everything and then upload the chart of accounts?
