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February 5, 2021
Question

Does anyone know someone who can review my quickbooks account and tell me if i am doing everything correctly? we are a new company and new to all of this???

  • February 5, 2021
  • 1 reply
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Original commenter did not share additional details

1 reply

JasroV
February 5, 2021

Welcome to the Community space and thank you for using QuickBooks Online (QBO), @userdj-kelly3.

 

I’d like to help and get you back in running your business. Can you share with me the details of the issue you’re having with? This way, I’ll be able to provide you with the right resolution. Any additional information is appreciated.

 

Nevertheless, if you still wish to look for someone to review your account, you can invite your accountant to help you manage your account. Let me show you how.

 

  1. Go to the Gear icon.
  2. Select Manage users.
  3. Click the Accounting firms tab.
  4. Select Invite.
  5. Enter your accountant's info and select Save.

 

You can also check this link for more details: Add an accountant to review your accounting in QuickBooks Online. If you’re not affiliated with one, you can visit our ProAdvisor page and look for one from there.

 

Additionally, to be guided in learning your ways around your QBO account, you can visit our Help articles page for reference. There, you can browser for a topic for your guidance.

 

Keep me posted if you have any other concerns or questions about managing your account. You can always count on the Community space. We have users and community backers who are willing to help and share their knowledge with other users. Keep safe and stay well.