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  • How Do I Rename a QuickBooks Online Client that Appears in QuickBooks Online Accountant Incorrectly?

    From the article: Steps to Resolve: At times the QBOA program will get confused by spaces or special characters in the name of a client file.

  • Accessing the new QBOA

    From the article: Detailed Instructions To access the new QBOA, go to https://QBOA.intuit.com .... Note: If you are presented with the classic interface, follow the instructions HERE .

  • Hiding the My Company from your Client List in Classic QBOA

    From the article: Detailed Instructions If you do not wish to have the My Company company appear in your Active Clients list, you can move the company to the Inactive Clients list.

  • Update your QBOA account information

    From the article: Detailed instructions IMPORTANT:   Do you use this login for other Intuit products and/or services?... Please note that changing your account information, changes it for ALL products and services (such as the ProAdvisor website, TurboTax, etc.) that are

  • Changing Client Contact Information in the Classic QBOA Client List

    From the article: Detailed instructions  To change your client's contact information: Log into QBOA , to view the Client List.

  • Create notes and tasks in QBOA Client List

    From the article: Detailed instructions  To add a Task or Note: Within the Client List , click the Add Note    icon, in the top-right corner of the screen.

  • Void or delete a transaction in QuickBooks Online

    From the article: Detailed instructions   Sign in to your QuickBooks Online company file.... Select Transactions from the options on then click the Sales option.

  • Need help accessing your merchant services account?

    From the article: Detailed instructions I need to confirm my account another way.... What should I do?... The fastest way to confirm your account is through the confirmation code sent by text or email.

  • Get started with QuickBooks mobile payments

    From the article: Get started   Step 1. Download the mobile payments app (GoPayment) to your device Important:  Please verify you have a compatible phone or tablet .

  • Classic to New QuickBooks Online (QBO) FAQs

    From the article: Detailed information We know that when we change our products and services it frequently raises questions; hopefully these FAQs will answer many of them for you.