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
 






How to undo bank reconciliation in QuickBooks Online Accountant (QBOA) version?

Undo bank reconciliation feature is not available in any plans at this time. It is available in Accountant version only.

In order to UNDO IT,  first log in to your QBOA account

  • Go to Client home page screen
  • Click the company gear (upper right corner)
  • Click Reconcile under Tools
  • Select Bank Account to UNDO reconciliation
  • Hover your mouse cursor over the reconciliation month you want to undo (under Ending Balance or Auto Adjustment or any column) and as you are hovering you will see UNDO button to the right next to Auto Adjustment column
  • Select UNDO button
  • New Undo Reconciliation screen will open
  • Click OK
  • Next, Success screen will open
  • Click OK again

It will longer be on the Reconciliation History & Reports list.

qboa undo button
qboa undo button
qboa undo reconciliation screen
qboa undo reconciliation screen

NOTE: If you need to sign up for QuickBooks Online Accountant version, you can do it from here and the price is right (it’s FREE):

https://quickbooks.intuit.com/start/qba_signup

See QBOA signup screen below for reference.

qboa signup
qboa signup

How-to UNDO bank reconciliation tutorial video