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  • Need to change the state for setting up new payroll

    From the answer: Hello there, .... Let's first add the new address as the primary state work location.... From here, you can set up your new payroll.

  • Paypal sub accounts with Dummy master

    From the answer: Hello  sjdkng ,   Great news!... You can set up parent and sub-accounts in QuickBooks.... This way, you can view transactions specific to each account.

  • As a QB Online Accountant am I allowed to access client's bank accounts so this way I can avoid asking the client to send me the bank statements for reconciliation?

    From the answer: Welcome to the Community, Ryan301.... Are you referring to the actual bank accounts of your client?... If so, you'll have to ask their permission to access the information.

  • Reimbursing customer for incurred expense in QBO Plus

    From the answer: Hello jeffyg73,   You can create a refund receipt to reimburse your customer's fees.... Let me guide you through the steps.

  • Quickbook conversion

    From the answer: Hello @ shufen ,   Thanks for providing me with all the details about your concern.... I am here to help you figure out what went wrong during your conversion.

  • banking vendor names

    From the answer: Good day, @ louannh ,   QuickBooks Online lets you set up and use banking rules where you can assign a specific vendor on your downloaded items.

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