Account management
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I am working with a client who has been using Quickbooks Desktop since 2006. He has updated his version several times and he is currently using QBDT Pro 2019. The goal is to upgrade to QBDT Premier - Contractor Edition but I would like to clean out some of the old data in the files. What are the "best practices" for removing old data that is no longer needed, (i.e. 2006 - 2015) for example. I'm looking for a simple, fast, clean process for this and would prefer not to have to start from scratch and set up new books again. Before any of this would be accomplished, a full backup of the company would be completed and filed on a separate storage device, just in case old information might be needed in the future. Thanks EJ
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When I give a local accountant access to my Quickbooks Online account by inviting him, is he able to make a copy of my quickbooks online database? When he is making changes to it will it affect what I am doing? How does Quickbooks differentiate between what I am doing and what the accountant is doing?
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Why can't we download Quickbooks 2024 Desktop thru Proadvisor?
This is a new adventure for me. Twenty five years as a teacher and now I'm a Handyman! Things have gone very well over the 6 months I've been in business. I just enrolled in Quickbooks and my question is - I want to connect my personal bank account to both add money to my business account and to pay myself through transfers. This is what I think I need to do:"Exclude" all transactions in my personal account except for those transfers to my business bank account. However, I want this to happen always and not only when I select "exclude." I know I can create a Rule to categorize the transfers...can I/should I create a Rule to 'exclude' everything else?Thoughts? Suggestions?TIA (:Steve
https://quickbooks.intuit.com/learn-support/forums/postpage/choose-node/true/attachments-key/db4d55a2-2be5-4c24-b0bf-54f28a66f666/board-id/account-management#
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Square not connecting to new qb
Sorry first time user.
error 571
I could not pass the section 7 on the first 3 attempts. Exam locked. 60 days later, my 4th and 5th attempts on section 7 failed again. I only have one more attempt left before the exam locks again. The problem is that I can't figure out what is wrong with my answer choices. I have reviewed the module more than 4 times and attended the boot camp and reviewed the video 3 times. I copied and saved all the questions on Word. I still can't figure out what is wrong. The feedback on the exam does not help. On my first attempt, it only gave me two lists of what I need to review. However, from 2rd to 5th attempts, it gave me 5 to 6 lists of things that I need to review. This is after I changed the answer choices that I thought that it might have been wrong. Can someone please shed some light on? FYI: Passed all the other sections. I am not a genius, but I am a good test taker.
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