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You can change your customer-facing email address in just a few steps. Note: QuickBooks uses this email address to contact you.   How to change your customer-facing/outgoing email address Select the Settings ⚙️ icon, then Company Settings. The Company tab will be selected by default. Select Edit ✏️ to the right of the Contact Info section. Enter your company's email address in the Company email field. Select Save then Done to save your changes. Don't have access to your old email address and can't sign into QuickBooks Online at all? You can use the Email change request process to change it without logging into your company.

Learn how to give primary admin rights to another team member in QuickBooks Online Accountant. Team members with the primary admin rights can do admin tasks, like giving permissions. If someone else at your firm needs to do this work, make them the primary admin. Here's how to transfer the role from one team member to another. Or, follow these steps if you need to give your client the primary admin role for their company file. Transfer the primary admin role Sign in to QuickBooks Online Accountant as the current primary admin. Give the team member you want to make the primary admin has full access permissions. Go to the Team menu. Find the user with Primary Admin access and select Edit. Select the Firm Administration and Books tab. Select Transfer Primary Admin. From the dropdown, select the team member you want to make the primary admin. Then select Send invitation. Ask your team member to open the email and follow the steps to accept the prima

Learn how to view and share your firm's and clients' custom reports. If you create and save custom reports, you can share them with other members of your accounting team. Currently, you can only share custom reports with your entire accounting team, or keep it private for the creator. Here's how to share your firm's reports with your team. We'll also show you how to share reports you create for your client in their company file. View and manage custom reports In QuickBooks Online Accountant, go to the Reports menu. Select the Custom reports tab. Select a custom report to open it. To export a custom report to Excel or as a PDF: Find the custom report. Select the dropdown ▼ menu in the Action column. Select Export as PDF or Export as Excel. To delete a custom report: Find the custom report. Select the dropdown ▼ menu in the Action column. Select Delete. Share custom reports You decide who to share a report with when you finish customising it: Share your firm's reports In

Learn how to make updates to your QuickBooks user account. Use your QuickBooks user account to manage settings for all of your QuickBooks Online products. If you need to update your profile, security settings, or third-party apps, you can do it right from your QuickBooks user account. You can also download all of your data when you need to. Here's how. View or update your info Go to the Intuit accounts page. Review the settings in the Sign in & Security, Personal info, and Data & Privacy sections. Select any field to make updates. To access and update the account settings, follow these steps. Select Settings ⚙️ then Intuit Account. Review the settings in the Sign in and Security, Personal info, and Apps sections. Select the Add link in any field to add new information. Select Edit to change the setting in any field. Review recent activity Go to the Intuit accounts page. Select Sign in & security. Select Account activity. Here you c

Learn how to set up your team’s permissions so they can track billable time to clients. Your team can track their time for projects, billable time, or any other work directly in QuickBooks Online Accountant. We'll show you how to add your team members as employees or suppliers, give them the right permissions, and track their time. Step 1: Add your team to QuickBooks First, add your accounting team to QuickBooks Online Accountant. Step 2: Add team member and check permissions After you set up your team as employees or suppliers, you can create timesheets and track their hours for them. But, if you want them to be able to track their own time, add them to your team list. This gives them permissions so they can enter timesheets for themselves. To see who already has permission on your team: Go to the Team menu. Select the team member you want to give access to. Then select Edit. Select the Firm Administration and Books tab. Change the Firm users permission to View only. For Cust

Learn how to set a default date range for viewing clients' company files. In QuickBooks Online Accountant, you can set a default date range to view clients' accounting data. This makes it a bit easier to review specific time periods, like year-end and reconciliations. When you open their company file, QuickBooks automatically sets reports and tools to the default date range. This only changes your view of things, not what your client sees. Set a default date range If you haven't already, ask your client to invite you to be their accountant. When you're ready to set a date range for a specific client: In QuickBooks Online Accountant, select GO TO QUICKBOOKS and then your client's company file. Select Accountant Tools and then Reports options. Select a time period in the Date field and date range in the From and To fields. You can also set the accounting method in the Basis field. Now all reports and tools for your client are

Learn about special tools for accountant users. These tools are only available to accountants who use QuickBooks Online Accountant. These tools make reviewing your QuickBooks Online client's accounts more efficient. They let you get more done in less time. Learn about QuickBooks Online Accountant features Client dashboard The Client dashboard provides one-click access to client books and payroll, as well as easy access to your QuickBooks Online Learn how to manage clients on the Client Dashboard. Go to the Client menu to see all of your clients. You can see your connected QuickBooks Online who invited you to be their accountant and clients who aren't connected.  Learn about accountant tools Reclassify transactions: Edit or move multiple transactions at once. Write off invoices: Cancel and zero-out bad invoices that won't get paid. Undo reconciliations: Reset a reconciliation and start over fresh. Reporting tools: Set default date ranges an

Learn how to undo reconciliations for your clients. This is only available for accountants who use QuickBooks Online Accountant. If your firm uses QuickBooks Online Accountant, you have a special reconciliation tool. When one of your clients needs to edit or undo several transactions on a past reconciliation, it’s sometimes best to start over from scratch. You are able to undo their entire reconciliation and get a fresh start. Your clients can also edit individual transactions on a reconciliation whenever they need to. Undo an entire reconciliation Before you start, you may want to download any attachments tied to the reconciliation. Undoing a reconciliation deletes all existing attachments. Important: Be careful editing older reconciliations. Undoing a reconciliation also undoes all following reconciliations follow. So, if it's May and you undo January's reconciliation, you also undo February, March, and April. This can also cause errors. Start with the more re

Learn how to open a client's QuickBooks company file from QuickBooks Online Accountant. After a client invites you to connect, you can access their accounting data to help with their bookkeeping. You can review their books, edit transactions, and fix issues. Here's how to open a client's QuickBooks Online company file from QuickBooks Online Accountant. Note: Accountants can only access transaction data. If you also need to do administrative work for your client, follow these steps to become their primary admin. Step 1: Connect a client's QuickBooks If you haven't already, get invited by your client. This connects their QuickBooks company so you can access their transaction data. To see who's already connected: In QuickBooks Online Accountant, go to the Clients menu. Review the list. Clients with a QuickBooks icon next to their name are connected. Tip: You can select the icon to open their QuickBooks Online company file. Step 2: Open a client's QuickBooks In QuickBooks Onl

When a client company and an accounting firm work together, it is important to be able to differentiate which side, the client or the firm, made which changes in the audit log. Scenario Craig, the owner of Craig's Design and Landscaping Services, has invited two accounting firms to access their books. Firm A was hired to clean up their books so that their tax accountant at Firm B can do their taxes. Bob from Firm A has made a change to Craig's Design and Landscaping Services' books. What does the client see? Since Craig is a client of Firm A, he is provided with enough information within the Audit Log to know which firm has made a change. What does Firm A see? Since Bob is an employee at Firm A, other users within his firm are able to see that it was Bob who made the change. What does Firm B see? Since Firm B has been invited to also make changes within the client's books, they are able to identify that Firm A made this change. Now you know how clients and accountants vie

Learn how to alert appropriate people through email notifications when making changes to your projects in the QuickBooks Online Accountant Work tab. Here's how to turn on email notifications at work. From the left menu, select Work. Select Notifications.Note: Primary admin has full access to company and email notifications. Users only have access to email notifications. Select Edit ✏️. Select the settings you want for email notifications on assignments, due dates, details, status, project or task names, assignees, and deletions. Select Save then Done. Based on your settings, when you make changes to a project or task in QuickBooks Online Accountant (QBOA), you will receive an email notification. You also can get a daily summary of your tasks. Note: If you are not receiving notifications please check your Spam folder and make sure it is not going there. If it is, you can create a rule through your email service to prevent it from going into Spam.

Access a client’s QuickBooks Online company file Select the GO TO QUICKBOOKS dropdown. Select the company file you want to access.Note: If you don’t see the client’s company, make sure you add them to your firm. Or you have permission to access clients. When you’re ready to switch companies, select the dropdown beside the client’s company name. Select Back to practice to return to your firm or the name of a client’s company to switch. You can easily switch between companies in QuickBooks Online Accountant from the Client list. Switch from the Dashboard page From the Dashboard page, you can switch between client companies: Select Go to QuickBooks, then select a client company to switch to from the list. The new company file opens. Select Back to practice to return to your firm's Clients page. Switch from the Client list From the client list, you can switch from one company to another: From the left menu, under Your Practice, select Clients. Select the QB&nbsp

As part of an ongoing goal to give our accountant community clean and accurate data, we’re cleaning up the client list. You’ll now have the most up-to-date status of your clients in QuickBooks Online Accountants. These changes also apply to ProConnect. To know more, check out this quick guide. What’s changing? Client lists you can access should now all be the same. We’re taking the last time you made changes to a client and making sure it’s reflected everywhere. This will make the client list easier to maintain and updated. Will my experience be different? Due to possible status changes on your clients, there could be changes to your list. This depends on if the information was up-to-date before the change. A few things you may see: Clients missing from the list If you’ve previously marked a client as inactive and it hasn’t changed in QuickBooks Online Accountant, the system upgrade will mark the client as inactive for you. To find the client, you’ll need to change your client list fil

Learn how to get back into your QuickBooks Online Accountant firm. If you forgot your QuickBooks Online Accountant sign-in info, no worries. You can reset your password and get your user ID in no time. Here’s how. Change your password If you just need to update your user ID or password, you can do it from Intuit Account Manager. Recover your user ID or reset your password Go to the QuickBooks Online Accountant sign-in page. Select I forgot my user ID or Password. Follow the onscreen instructions. If you used your email address or user ID to verify your account, you'll get an email with a password reset link. Didn’t get the email? Check your spam or junk folders. Add do_not_reply@intuit.com to your contact list. Check all email addresses you might've used to sign up for your account. Make sure to unblock emails from Intuit. Learn more about how to whitelist Intuit emails. Note: To proceed with the password reset or us

Learn how wholesale discount works so you can pass discounts on to your clients. How wholesale discount works When you move a client’s company to wholesale discount, you have the option to pay the cost of their subscription or have them pay directly on their own. Either way, being part of the wholesale discount program allows you to pass along pricing discounts to your clients. With a wholesale discount plan, if you pay for your client’s subscription, you can offer discounts off the current list price with the option to cancel at any time. You're billed monthly for clients' subscriptions. Each month, you get an itemised view of all of your wholesale subscriptions for easy tracking. If your client decides to be billed directly, you can give your clients a pass-along discount on their subscription for a limited time. Note: The Wholesale discount cost is dependent on the current list price of the subscription, and is subject to change. Clients already under Wholesale discount are not elig

Learn how to keep track of clients and update your client list. If your client is part of your wholesale discount plan, follow these steps to update their info or remove them. Your list of clients is always growing. Keeping your client list up-to-date in QuickBooks Online Accountant is easy. Here’s how to update clients' info. If just need to get started bookkeeping, here's how to open and review your client's books. Add clients Follow these steps to add clients to your QuickBooks Online Accountant firm. Important: Our current system is limited to approximately 2000 clients per QBOA firm. For larger firms with 2000 or greater clients, we recommend to consolidate the client list and to create an additional QBOA firm for the over limit clients. See your clients In QuickBooks Online Accountant, go to the Clients menu. The client list shows your clients' info, including who their lead accountant is. You'll also see the status of work like Prep for Taxes and tax ret

When you make changes to a team member's access within your firm, QuickBooks Online Accountant will notify the affected user of these changes automatically. Which users get notified automatically? A user will receive a notification based on the action taken regarding their access. The following is a list of scenarios where user notifications would be automatically generated as a result of access action taken: Access to client has been removed. Access to client has been granted. Team member is made inactive. Lead access is transferred.   Access to client has been removed If a team member's access to a client has been revoked, the team member will receive a "Your client access has changed" email notification. The notification email will contain a Removed access section. What you should know about the Removed access section: For situations where a user has had their access to multiple clients revoked the Removed access section can display up to 16 clients. If a use

Learn how to change user permissions for firm info and client companies. Firm admins decide what their team can see and do in QuickBooks. This includes access to firm info and admin tasks. You can also decide who gets access to your clients' books. Here's how to change permissions so each team member has the access they need for their role. Or, if you need to add, edit, or remove team members, learn how to manage users of your firm. Change your team's access to firm info Sign in to QuickBooks Online Accountant as an admin, or a user with full access permissions. Go to the Team menu. Find the team member and select Edit in the Action column. Select the Firm Administration and Books tab. In the Access dropdown, select an access level. You can also select specific permissions from the dropdowns in the Access column. Tip: Hover over each item to see details for each permission. When you’re done, select Save. Change your team's access to clien

Learn how to use the reclassify transactions tool to batch edit transactions. Need to change multiple transactions or move them to a different account? In QuickBooks Online Accountant, you don’t have to edit them one at a time. Use the reclassify tool to save time and make the same change to multiple transactions at once. Learn about types of transactions you can’t move You can use the reclassify tool for most transactions. However, there are a few you can't since they're tied to specific accounts and features: You can’t change the payment account (bank or credit card) for expenses. You can’t change the account or class for stock adjustments since they’re connected to your stock shrinkage and asset accounts. You can change the class for invoices, sales receipts, cheques, or bills with items (products or services) on them. However, you can’t change the accounts. You can change the expense account for billable expenses, but not the income account for the re

Learn how to create and review adjusting journal entries. An adjusting journal entry is a type of journal entry that adjusts an account's total balance. Accountants usually use adjusting journal entries to fix minor errors or record uncategorised transactions. Here's how to create adjusting journal entries and review them on an Adjusted Trial Balance report in QuickBooks Online Accountant. Note: This feature is only available in QuickBooks Online Accountant. If you're not an accountant, here's how to enter a regular journal entry. Learn more about adjusting journal entries You can create adjusting journal entries for a variety of reasons: Depreciation or amortisation Reallocating accruals and reversing accruals of prepaid income or expenses Adjusting tax payable for interest, discounts, or penalties Entering bank or credit card fees or interest You can also mark journal entries as adjusting journal entries. This allows you to easily identif

Learn how to add and edit user info for your accounting firm. Make sure everyone at your firm can access QuickBooks. Here’s how to add and update info for your team. Add a new team member Sign in to QuickBooks Online Accountant as an admin, or a user with full access permissions. Learn more about access levels for your accounting team. Go to the Team menu. Select Add user. Enter your team member's info. Then select Next. In the Access dropdown, select an access level. Then select Next. Select the clients you want your team member to have admin permissions for. When you're done, select Save. Edit a team member's info Sign in to QuickBooks Online Accountant as an admin, or a user with full access permissions. Go to the Team menu. Select the Access tab. Find the team member and select Edit in the Action column. Make any changes you need. When you're done, select Save. Update your team's permissions Does a te

Learn how to make accountants on your team lead accountant for clients. In QuickBooks Online Accountant, you can assign lead accountants to specific clients. Lead accountants act as the primary contact for their clients and handle their QuickBooks bookkeeping. Here's how to assign a lead accountant to a client. Step 1: Assign a lead accountant to a client There are two ways to automatically become a lead accountant: If you get an invite directly from a client to be their accountant. If you add a client and create a company file for them. In both cases, the lead accountant gets access to the client's books. Tip: Other accountants at your firm can also do bookkeeping for the client if they have access to review their books. Note: The lead accountant is completely separate from the primary admin role. Sometimes, the same person has both roles, but not always. Follow these steps to change the primary admin for a client's company file.

Learn how to add clients to your firm. Getting a new client is great. Connecting to clients through QuickBooks makes doing their bookkeeping even easier. Add them to your firm so you have their info. You can also make direct edits to clients' accounts directly if they invite you to be their accountant. Here's how to add clients who already have QuickBooks Online. We'll also show you how to add clients who are brand new to QuickBooks. Add clients who already have QuickBooks If your client already has QuickBooks Online, ask them to invite you to become their accountant: Ask your client to send the invite to the email address you use for your QuickBooks Online Accountant firm. Open the invite email and select the Accept Invitation link. Sign in with your user ID and password. If you have multiple QuickBooks Online Accounting firms, select the one you want to connect your client to. When you accept the invite, QuickBooks connects their accounts to your firm and ad

Learn how to quickly review your client's open tasks and contact information. In QuickBooks Online Accountant, the Clients tab lets you quickly see your client's info and tasks. At a glance, you can see things like banking activity. Review client's info and open tasks Sign in to QuickBooks Online Accountant. Go to the Clients menu. Select the Overview or Bookkeeping tab. Note: Any changes you make in the Overview and Bookkeeping tabs update in real-time. But, bank transactions might be delayed since they come from your client's bank. Learn more about the Overview tab In the client overview, you can view and manage all your clients in one place. You can also customise your view of important client information and tasks. Email/phone - Easily access your client's contact info. Banking - Review client's uncategorised banking transactions. Lead - View the client's lead accountant. Learn more about the Bookkeeping tab In the bookkeeping tab, you can eas

Learn how to use the Write Off Invoices Tool. This feature is only available for accountant users. Does your firm have invoices you can't collect? Instead of handling them manually, use the Write Off Invoices tool. QuickBooks automatically applies discounts to zero-out bad invoices and posts them to your write-off account. This balances both your Accounts Receivable and expense accounts. Tip: Your clients can manually write off their bad invoices. Go to Accountant Tools and select Write off invoices. Set the Invoice Age, To Date, and Balance less than filters to find the invoice. Then, select Find invoices. Review the name in the Customer column. Select the checkboxes for the invoices you want to write off. Select Write off. In the Account ▼dropdown, select the account you use for bad debts. Select Apply. Note: You don’t need to enter your closing date password if you’re writing off invoices dated before your closing date.