What are the specific reports available in Essentials version of Quickbooks Online

Essentials plan is the middle version of QuickBooks Online. The plan comes with main features like Vendor payables, time tracking, and recurring transactions which are not available in Simple Start plan. But it still lacks few other features like projects, purchase order, billable expenses to customers, class, location, budgeting and inventory which are available in Plus plan only.

These are the built-in standard reports available in Essentials plan (June 2018).

Business Overview (15 reports):

  • Audit Log
  • Balance Sheet Comparison
  • Balance Sheet Detail
  • Balance Sheet Summary
  • Balance Sheet
  • Business Snapshot
  • Profit and Loss as % of total income
  • Profit and Loss Comparison
  • Profit and Loss
  • Profit and Loss year-to-date comparison
  • Profit and Loss by Customer
  • Profit and Loss by Month
  • Profit and Loss
  • Quarterly Profit and Loss Summary
  • Statement of Cash Flows

For General Ledger (GL) and Trial Balance, see below under “For my accountant” section.

Who owes you (11 reports):

  • Accounts Receivable aging detail
  • Accounts Receivable aging summary(1)
  • Collections Report
  • Customer Balance Detail
  • Customer Balance Summary
  • Invoice List
  • Open Invoices
  • Statement List
  • Terms List
  • Uninvoiced charges
  • Uninvoiced time

Sales and Customers (12 reports):

  • Customer Contact List
  • Deposit Detail
  • Estimates by Customer
  • Income by Customer Summary
  • Payment Method List
  • Product/Service List
  • Sales by Customer Detail
  • Sales by Customer Summary
  • Sales by Product/Service Detail
  • Sales by Product/Service Summary
  • Time Activities by Customer Detail
  • Transaction List by Customer

What you owe (6 reports):

  • Accounts payable aging detail
  • Accounts payable aging summary
  • Bill Payment List
  • Unpaid Bills
  • Vendor Balance Detail
  • Vendor Balance Summary

Expenses and Vendors (5 reports):

  • 1099 Transaction Detail Report
  • Check Detail
  • Expenses by Vendor Summary
  • Transaction List by Vendor
  • Vendor Contact List

Sales tax (3 reports):

  • Sales Tax Liability Report
  • Taxable Sales Detail
  • Taxable Sales Summary

Employees (3 reports):

  • Employees Contact List
  • Recent/Edited Time Activities
  • Time Activities by Employee Detail

For my accountant (15 reports):

  • Account List
  • Balance Sheet Comparison
  • Balance Sheet
  • General Ledger
  • Journal
  • Profit and Loss Comparison
  • Profit and Loss
  • Recent Transactions
  • Reconciliation Reports
  • Recurring Template List
  • Statement of Cash Flows
  • Transaction Detail by Account
  • Transaction List by Date
  • Transaction List with Splits
  • Trial Balance

Manage Payroll:
(Once you are subscribed to the Intuit Payroll service, you should see the following reports)

  • Time Activities by Employee Detail
  • Recent/Edited Time Activities
  • Payroll Summary
  • Payroll Tax Liability
  • Payroll Tax Payments
  • Payroll Billing Summary
  • Payroll Details
  • Employee Details
  • Payroll Tax and Wage Summary
  • Workers’ Compensation
  • Total Payroll Cost
  • Payroll Deductions/Contributions
  • Paycheck List
  • Total Pay
  • Vacation and Sick Leave
  • Retirement Plans
  • Multiple Worksites
  • Employee Directory

My Custom Reports
You can customize many of the built-in reports and make it your own reports. Set up to automatically distribute by email. Awesome!

Management Reports
Professional set of ready-to-use management reports as prepared by accounting firms. Also, an ability to add additional built-in reports to the management reports. You can’t automate the reports at this time.

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How to change your password for QuickBooks Online Accountant version

Here is how to change your password for QuickBooks Online Accountant version:

  • Click the Gear Icon in the upper right.
  • Select “Your Account” under Your Company at far right.
  • In the upper right, click the “Edit personal information” green button.
  • Scroll down to the bottom of the page and click “Change sign in info” under Your Sign In Information.
  • A prompt will warn you that you will be asked to sign in one more time. Press “Continue” blue button.
  • Sign in with your current username and password.
  • Edit the information you wish to change.
  • To change your user ID or email address, click the corresponding Edit link on this page.
  • To change your password, click “Security” on the left and then click the “Edit” link beside the Password section.
  • Click Save.


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In order to use QBOA is it necessary to have another QBO or any other QuickBooks software

QuickBooks Online Accountant (QBOA) is really a portal to access client QBO companies. QBOA also comes with one free company (QBO plus level) that the accountant can use for their own business. The Accountant Tools menu (the briefcase icon) displays few specialty tools not found in QBO.

So, you do not need anther QuickBooks software to use QBOA. The client will invite you as an Accountant from their QBO. You accept the invitation to add to portal to access client file.

 
qboa-accountant-tools
See also.
 
qboa-features
 






What are the specific reports available in Simple Start version of Quickbooks Online

Simple Start plan may be the best value for the bucks if your business just needs to sync bank accounts to the QuickBooks, categorize transactions and generate Profit and Loss, Balance Sheet and other basic financial reports.

These are the built-in standard reports available in Simple Start plan (June 2018).

Business Overview (12 reports):

  • Audit Log
  • Balance Sheet Comparison
  • Balance Sheet Detail
  • Balance Sheet
  • Profit and Loss as % of total income
  • Profit and Loss Comparison
  • Profit and Loss year-to-date comparison
  • Profit and Loss by Customer
  • Profit and Loss by Month
  • Profit and Loss
  • Quarterly Profit and Loss Summary
  • Statement of Cash Flows

For General Ledger (GL) and Trial Balance, see below under “For my accountant” section.

Who owes you (6 reports):

  • Customer Balance Summary
  • Accounts Receivable aging summary(1)
  • Collections Report
  • Customer Balance Summary
  • Invoice List
  • Open Invoices
  • Statement List

(1) TIP: Notice there is no A/R Aging Detail report on the list. From A/R Aging Summary report > click grand total amount link under “TOTAL” column. It will take you to the A/R Aging Detail report. The only difference is in higher plans is you can further customize this report.

Sales and Customers (6 reports):

  • Customer Contact List
  • Deposit Detail
  • Estimates by Customer
  • Product/Service List
  • Sales by Customer Summary
  • Sales by Product/Service Summary

Expenses and Vendors (4 reports):

  • 1099 Transaction Detail Report
  • Check Detail
  • Transaction List by Vendor
  • Vendor Contact List

Since there is no Accounts Payable feature in Simple Start plan, Accounts Payable (A/P) report is not available.

Sales tax (2 reports):

  • Sales Tax Liability Report
  • Taxable Sales Summary

Employees (1 report):

  • Employees Contact List

For my accountant (12 reports):

  • Account List
  • Balance Sheet Comparison
  • Balance Sheet
  • General Ledger
  • Journal
  • Profit and Loss Comparison
  • Profit and Loss
  • Recent Transactions
  • Reconciliation Reports
  • Statement of Cash Flows
  • Transaction List by Date
  • Trial Balance

Manage Payroll:
(Once you are subscribed to the Intuit Payroll service, you should see the following reports)

  • Time Activities by Employee Detail
  • Recent/Edited Time Activities
  • Payroll Summary
  • Payroll Tax Liability
  • Payroll Tax Payments
  • Payroll Billing Summary
  • Payroll Details
  • Employee Details
  • Payroll Tax and Wage Summary
  • Workers’ Compensation
  • Total Payroll Cost
  • Payroll Deductions/Contributions
  • Paycheck List
  • Total Pay
  • Vacation and Sick Leave
  • Retirement Plans
  • Multiple Worksites
  • Employee Directory

My Custom Reports
You can customize many of the built-in reports and make it your own reports. Set up to automatically distribute by email. Awesome!

Management Reports
Professional set of ready-to-use management reports as prepared by accounting firms. Also, an ability to add additional built-in reports to the management reports. You can’t automate the reports at this time.

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How can I reclassify old transactions posted to locations? How can I do this fast?

There is no quick way to select all transactions and “Reclassify” “Location” at this time. You will need to open each transaction and reclassify it one by one.

If you have QuickBooks Online Accountant version, you can reclassify (accountant tool > upper left corner, little email icon) certain selected transactions and change CLASS in batch, but not LOCATION at this time.

If you think you need this feature added to future revision, send them feedback here:

From the home page screen > Company Gear (upper right corner) > Your Company > Feedback > Post Your Own Idea

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How to provide QBO access to my CPA, Accountant, Tax Accountant or Bookkeeping firm in new QuickBooks Online?

Adding accountant access (allowed up to two) is quick and easy in the new QuickBooks Online. Simply follow the steps outlined below, and you’ll be all set.

1.Sign in to your QuickBooks Online company.

2.Choose Company Gear Icon (upper right corner) > Manage Users under Your Company heading.

3.Go to the Accountants section and click Invite Accountant.

4.Enter your accountant’s email address (use the same email address if they already have QBOA account) and first/last name (optional).

5.Your accountant will be sent an email that contains a link for signing in to your company.

6.Your accountant will be asked to create a user ID before signing in the first time, unless they already have an account with Intuit Business Services.

7.Until your accountant signs in, their status on the Manage Users page is “Invited.” After accepting the invitation, their status changes to “Active.”

8.Click Next and Finish.

 

Invite Accountant