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  • Using 3rd Party CRM systems

    From the answer: Thanks for visiting us here in the Intuit Community, david, QuickBooks integrates with hundreds of third-party software developers.

  • My invoices are not printing a total.

    From the answer: Hello there,  PatP3005 ,  I appreciate you sharing the troubleshooting steps you’ve done to help resolve your issue.

  • Tax Line Assign

    From the answer: Yes, your accountant users (QBOA) using Trial Balance can map all accounts.... For whatever reason QuickBooks does not trust you to do it yourself.

  • Switch from QuickBooks Accountant Online back to client's QuickBooks

    From the answer: Hi pino,   If you invite an accountant user to your QuickBooks Online they will get access to your books through QuickBooks Online for Accountants.

  • Linking the QB account with the bank account

    From the answer: Thanks you for sharing a screen grab of the error, beancounter2.... You can report this directly to our engineering team that resolves online banking errors.

  • QBOA Email Notificaions

    From the answer: I've got you covered, @twingatejr .... Adjusting client email notifications is a cinch and I'll be happy to guide you through doing so below:   Customize email notifications for client companies In your online accounting firm, navigate to the client's co

  • My Quickbooks balance is higher than my bank balance

    From the answer: Hey @jujusmr ,   I'm glad you've joined the Community.... I can provide clarification on the QuickBooks Online (QBO) balance not matching the one at the bank.

  • Transfer data to another online quickbooks compay

    From the answer: Hello,   You would need to export the first online company file to desktop and then export from desktop to the new online file.

  • Is there a way to accept a client invitation within Quickbooks Accountant Online? I consistently get an error following the email link.

    From the answer: Appreciate your time for raising this to our attention, doug.brady,... Just to verify, are you using a Gmail account to accept client’s invitation in which the hyperlink isn’t working?

  • How can I fix this deposit transaction from 2017?

    From the answer: the screen shot looks like an invoice that has been paid, the deposit amount is subtracted from the total due and you received the balance a deposit should have posted to a liability when received, so that is the starting place - was it?

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