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March 15, 2023
Question

How do I categorize myself as a shareholder QBO Essentials? I only have the option to categorize myself as a supplier or a customer. I am neither!

  • March 15, 2023
  • 1 reply
  • 0 views
I am keeping the books for a corporation so dividend payments will be made to shareholders.

1 reply

March 15, 2023

Hi there,

 

Welcome to the Community. QuickBooks Online is a powerful program that makes it easy for you to keep track of your income and expenses. I'll be happy to share more info so you're on the right track with achieving your goals. 

 

Just to make sure we're both on the same page, are you looking to add yourself as a user? If so, it's important to note that there are pre-existing user types you can add to the account. I encourage you to check the user-types and see the one that matches that suits your needs.  Here's a helpful article that shows you how to: Add and manage users in QuickBooks Online.

 

In case you need to learn more about the user roles in QuickBooks, feel free to check out this article here. Let me know if you have questions. I'll be here in case you need anything.