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  • Client Accounts

    From the answer: I hope you had a phenomenal weekend, .... The companies which are listed under Other QuickBooks Companies  are those that you're added on as a Regular User  (non-Accountant).

  • how do i set up a master administrator for quickbooks plus online client?

    From the answer: Ask no more, .... To clarify, are you a QuickBooks Online for Accountants user (QBOA) that has created a new QBO company for a client?

  • Is there a way to export or print a list of inactive accounts in a COA in QBO?

    From the answer: Go to Reports - Standard, scroll down to "For my accountant", click on Account List.... Scroll up to click on "Customize" - click on Filter - choose "Deleted"

  • Bookkeeping for Solicitors

    From the answer: Have you had a look at Projects or tracking by Class/Location?... Im not an expert on these byt this is where I would look first.

  • Credit Card Reconcilliation

    From the answer: Hi   ,   This is a mess indeed.... If I understand, you have your credit card set up in the system.... Now you just need certain charges paid by Account A, another portion by Account B and the remaining by Account C (Personal).

  • Refund from supplier against inventory asset

    From the answer: Welcome to the QuickBooks family !... Thank you for posting in the Community.... I’d be more than glad to help you record a refund from your supplier in QuickBooks Online.

  • Printing Reconciliation Reports to PDF issues in Quickbooks Online Windows App.

    From the answer: Hello there,  ["brucec"] , Let me help fix the issue so you can print your reconciliation report.... To isolate this, you need to print another PDF document outside the QBO app.

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