Category: Your Account
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How to add the second or additional company in QuickBooks Online
In QuickBooks Online, it’s only one entity is allowed per subscription. For a second (or additional) entity, you will need to purchase a different subscription. But you can switch between the multiple entities under one user ID. Note: There is no option to create multiple companies from one paid subscription in QBO like in QuickBooks…
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New QuickBooks Online (QBO) Downgrade Option – From Plus Plan To Essentials Simple Start
There is a new way to downgrade your plan. 1) First, you want to access your account, make sure to log in to like normal > http://qbo.intuit.com. 2) Copy and paste this link (once you’re already logged in) > https://qbo.intuit.com/app/changeplan 3) It shows you choices to downgrade. Pick new “Choose plan” button. Make sure to…
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What happens to my data after cancellation
What happens to my data after cancellation QuickBooks Help From the article: Our QuickBooks Online data retention policy allows for one year of read-only access to your company data from the date of cancellation for a subscribed account. There are other circumstances that change the length of time QuickBooks Online stores your data: …and more…
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Forgot User Id or Password for QuickBooks Online
Forgot User Id or Password for QuickBooks OnlineQuickBooks Help From the article: Having problems signing into your QuickBooks account? Follow the directions below to get back into your account. We often find that the problem is with the user ID and not the password. Making sure you’re using the correct user ID is the first…
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How to cancel 30 day free trial or paid QBO subscription
QuickBooks Online – how to cancel 30-day free trial or paid QBO subscription. After cancellation, you can still log in and will have access to your company data for 90 days. After that, data will be permanently deleted. [wpedon id=”7748″ align=”center”]
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How do I transfer master admin in the simple start version single user plan
Since the Simple Start plan with the single user doesn’t allow you to actually transfer Master Administrator rights to another user, you will need to edit the user information. You’ll also want to make sure the email tied to the account and the login information are correct. To edit the User Information: Click the Gear…
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Amazon QuickBooks Online subscription purchase activation process
QuickBooks Online Essentials 2015 – 1 Year Term > Subscription Purchase Activation Process Amazon customers are able to purchase QuickBooks Online Essentials (new subscriptions ONLY). To activate your newly purchased subscription: Go to www.QuickBooks.com/activate (via NewQBO.com). Enter the License Number and Product Number contained within the email generated by the completion of your Amazon order.…
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How many users can be supported in trial version of QuickBooks Online.
The number of users available for each account is determined by the plan that you sign up for regardless of whether or not you’re on trial. Simple Start – 1 user Essentials – 3 users Plus – 5 users
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How to Cancel QuickBooks Online Subscription or Trial
CANCEL QUICKBOOKS ONLINE SUBSCRIPTION Sign in at https://qbo.intuit.com From the home page screen Click the Gear icon (upper right corner). See old and new gear screenshots below. Select Your Account (or Account and Settings depending on what you see). On the Billing info (or Billing & Subscription depending on what you see) page, click Edit…
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How to add a second company in new QuickBooks Online
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I forgot my password. How do I reset it in new QuickBooks Online?
Click Can’t access your account? > I forgot my password, and the flow will go like this: Enter the correct user ID. Click Send Email. Open the email and click the link inside the email (don’t delete this email). On this screen, you’ll enter the confirmation code from the email and your new password twice. Click Change Password. You’ll get…
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How do I transfer the Master Administrator role? I have a new Administrator, how do I change the master administrator?
You must be signed in as the Master Administrator in order to transfer the role to another user. If you are not the current Master Administrator, please ask the current Master Administrator to follow the steps below. The user who will become the new Master Administrator must be an active Company Administrator with an email account.…
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How do I change the Master Administrator role to someone else in new QuickBooks Online?
To Transfer the Master Administrator role: You must be signed in as the Master Administrator in order to transfer the role to another user. If you are not the current Master Administrator, please ask the current Master Administrator to follow the steps below. The user who will become the new Master Administrator must be an active…
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We have a backup of QB desktop version that we need to restore to QB Online. Tell us how to do it.
Here is a link to instructions on how to convert. http://support.qbo.intuit.com/support/answers.cfm?faq_id=6012 If you do not have QuickBooks installed, you can install your version or get a limited copy here: http://support.qbo.intuit.com/support/answers.cfm?faq_id=4665 Now, if for some reason you cannot do this, or if your file is in 2013 or 2014 version, contact Intuit QuickBooks so they can…
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Which QBO subscription level is right for my business?
They currently offer three versions. Here are some product descriptions to review it. Simple Start version: Create & manage invoices. Track sales & expenses. Apply sales tax. Essentials version: All Simple Start features. In addition, users can: import data from QuickBooks, manage online banking, monitor your business, get industry stats/trends, create estimates, delayed&recurring billing. Plus…
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Consolidating your companies under one user ID
Your companies can be consolidated under one user ID, but it requires several steps. If you try to simply change the user ID within the Your Personal Info section, you will see a message that the user ID is already in use. To accomplish the consolidation, follow these steps: First, send the invitation: Sign in to the company for which you…
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How to cancel a QuickBooks Online Subscription in new QuickBooks Online?
Sign in to your QuickBooks Online company at https://qbo.intuit.com From the home page screen Go the Company “Gear” (upper right corner) Select “Your Account” under “Your Company” heading Select “Billing Info” under “Your Account” heading Click “Edit Billing Info” blue button In the Subscription Status section, click the Cancel Subscription link Follow the on-screen prompts…
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Where do I find file to create a new company in QBO?
In QuickBooks desktop version, you can create as many companies you want, that’s not so in QBO. In QuickBooks Online (QBO), it’s one account per one company. In order to add another company, you will need to create a new subscription. You can use the same login in* information if needed. You can also get…
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I have Quickbooks Online Simple Start. I want to wipe out data and start over. Help.
For Simple Start version, you’ve two options: If you want to keep same login information, delete created transactions one at a time. Time consuming process. Cancel current subscription. Create new account with new login information.
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How to create (add) a second company in new QuickBooks Online?
If you need to setup more than one company, you will need to set up a new subscription for each one. It means you will need to pay additional charges (NOT FREE) for setting up new subscription. They may offer some discount for adding new subscription. You can use the same login name/ username for…