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September 19, 2020
Question

Has anyone tried to add an item to the new month end review? What is a valid QB page link?

  • September 19, 2020
  • 1 reply
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1 reply

September 21, 2020

Hello andreahalliday,

 

I love that you're checking out the new Month-End Review feature available to QuickBooks Online Accountant users! It's already a hit with many accountant users, so I want to make sure you have the information you need to give it a go as well. I'll show you where you can find more information about it.

 

There isn't a QuickBooks Community article about this feature just yet, but that's coming shortly. In the meantime, I invite you to check out this Firm of the Future blog that goes over this feature and how to use it: QuickBooks can do WHAT? Month-end review. With its screenshots and helpful explanations, it should help you with creating the items you need with this feature.

 

If you're still having trouble, feel free to contact QuickBooks Online support using one of the following options.

 

Schedule a Callback or Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat. Support is available from Monday to Friday between 9 a.m. and 8 p.m. ET.

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I hope that helps! Have a wonderful rest of your day. :)