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 with the Simple Start version of Quickbooks Online

First, 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 to generate the Profit and Loss report; and there is no need for Accounts Payable feature.

These are the built-in standard reports available in Simple Start plan as of December 30, 2015.

simple start reports
simple start reports

Business Overview:

  • Profit and Loss by Month (NEW)
  • Quarterly Profit and Loss Summary (NEW)
  • Profit and Loss
  • Balance Sheet
  • Statement of Cash Flows
  • Audit Log

Notice there is no General Ledger (GL) report on the list. If you think you need this valuable report added to future revision, you should send them your feedback to Intuit developers.
From the home page screen > Company Gear (upper right corner) > Your Company > Feedback > Post Your Own Idea

Review Sales:

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

Manage Accounts Receivable:

  • Customer Balance Summary
  • A/R Aging Summary(1)
  • Collections Report
  • Invoice List
  • 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 with plans is you can’t customize this report.

Review Expenses and Purchases:

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

Notice there is no A/P Aging Summary report listed because there is no Accounts Payable (A/P) feature in Simple Start plan.

Manage Sales Tax:

  • Taxable Sales Summary
  • Sales Tax Liability Report

Manage Employees:

  • Employee Contact List

Manage Payroll:
(Once you are subscribed to the Intuit Payroll service, you may also 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

Accountant Reports:

  • Account List
  • Reconciliation Reports
  • Journal
  • Profit and Loss
  • Balance Sheet
  • Exceptions to Closing Date
  • Statement of Cash Flows
  • Transaction List by Date
  • Recent Transactions

These are additional reports available with QBO Accountant version.

  • Adjusted Trial Balance (Accountants Only)
  • Adjusting Journal Entries (Accountants Only)
  • Profit and Loss Comparison (Accountants Only)
  • Balance Sheet Comparison (Accountants Only)

TIP: From Accountant version, you can UNDO bank reconciliation. Check out our article and how-to video.

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