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  • moving QB to a new computer

    From the answer: You need to go to File in the tools of your Home Page of your old QB and Back Up onto a removable memory stick/device.

  • How can I request a call back

    From the answer: I can help you manage and add different types of users in your QuickBooks Online account,  j.louie .... These are the user types and permissions in QuickBooks Online: Master admin Company admin Accountant/Accounting firms Standard user Reports only Time

  • which items go on Dues & Subscriptions?

    From the answer: Well, you might not have anything and can delete that account if you don't need it.... Or, you might have an annual membership fee, such as Chamber of Commerce.

  • What account is used to record construction loan proceeds held by the bank

    From the answer: A construction loan for you is a Liability.... If you are allowed to draw from it, also create a Bank account for it.

  • Accountant wants cash basis with no A/R - possible in QB?

    From the answer: LOL! Case of CPA doesn't want to understand or deal with cash basis balance sheet problems so they want you to avoid it all together.

  • Revaluation of balance sheet item in foreign currency using closing rate?

    From the answer: Hi, In order to revalue or make changes to the currency, you may refer to the steps below; - click on the gear icon - click on the currency centre - select the currency > hover on the currency where you see a drop down arrow > you may click on the cu

  • How do I record a refund to a customer?

    From the answer: You may give a refund or a credit to a customer by: clicking the customer tab The more drop down, then select Refund or Credit Select Refund fro the first question: "Are you giving a refund or credit?"

  • How do i set up Line of credit?

    From the answer: Hi accounting, I usually see people set the line of credit up in their Chart of Accounts.... That way they have an actual register to record charges made against the LOC as well as post interest charges and payments.

  • Can I suspend my account?

    From the answer: Sorry, once you activate a QBOE account, you either use it of cancel it.... There is no suspension of the account.

  • What is the best way to record interest income?

    From the answer: There are several ways to do this, using the 'Make Deposits' function would be the best alternative, otherwise entering via journal entry would also be acceptable ( Sales Receipt will also work if off-set direct to bank, or to 'Undeposited Funds' if

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