Category: Your Account

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QBO QuickBooks Online QuickBooks Online QBO Sign Out Sign Up QuickBooks Switch Company Your Account Your Company

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 Desktop versions.

To add a second (or additional) company in QBO:

You can log on to both with one ID if you do the following:

  1. Go to http://quickbooks.intuit.com/pricing
  2. Click Buy Now under the version you want.
  3. Click “Already have an Intuit account from TurboTax, Mint or Quickbooks? Sign In.” (See screenshot below for “Sign In” link reference)
  4. Enter your login information (email address or User ID) and follow the on-screen prompts to set up the second company.

And then to log-in to your account ( http://qbo.intuit.com / ), you will have the option to select your companies.
Once you’re signed in, click the Top Gear icon to Switch Company.

  • Switch Company on the right side
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QBO QBO Update QuickBooks Online QuickBooks Online QBO Uncategorized Your Account

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 review what features will be disabled.

4) Confirm it, and log back in.

Alternatively, you can also call support at 1-888-333-3451. Currently, the downgraded plan is available for the US customers only.

For more video tutorial, check out this short video.

QuickBooks Online - Buy now and save 50%

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Your Account

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

 

QuickBooks Online - Buy now and save 50%

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QBO Settings Your Account Your Company Your Company Id

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 step! …

 




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QuickBooks Online QuickBooks Online QBO Your Account Your Company

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.




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SAGE 50 Accounting

Limited Time Offer—Save Up To 37% On Sage 50 Accounting Software!

QuickBooks Online - Buy now and save 50%

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Company Gear Company Settings Manage Users Your Account Your Company

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:

  1. Click the Gear icon in the upper right-hand corner.
  2. Under Your Company, select Manage Users.
  3. Highlight “Master Admin” area before clicking Edit button.
  4. Click the blue Edit button.
  5. Edit the first and last name, as well as the Email Address, to have the correct information for the person who should be the Master Administrator.
  6. Save.

edit master admin1

edit user info

To change the “User ID” and Sign In info, if needed:

  1. Click the Gear icon in the upper right-hand corner.
  2. Under Your Company, select Your Account.
  3. On the left side, select Personal Info. Under the “Sign In info” section, choose “Change” link and change the User ID, Email address, Email address and Security question to what they need to be.
  4. Save.

It is possible on some versions they may have moved “You Company” to left side and combined and renamed as “Account and Settings”. If so, you will see “Manage Users under “Your Company on the left side as well.

sign in info

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Your Account Your Company Your Company Id

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.

activate

Per Intuit, all product purchases have a 60 day money back guarantee. To return the product and request a refund, CLICK HERE FOR FINE PRINTS!

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Test Drive Your Account Your Company

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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QBO QuickBooks Your Account Your Company

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 Billing Info.

    • cancel old
    cancel old

    cancel new
    cancel new

  • Click Cancel Subscription.

    • continue cancelation
    continue cancelation

  • Answer all of the exit survey questions and Click Continue. We’d like to hear why you are canceling your subscription so we can work to improve the program and its features. You will receive a confirmation that “Your QuickBooks Online Subscription has been canceled” and the Master Admin will receive a confirmation via email.

old gear
old gear

new gear
new gear

CAUTION: If you have QuickBooks Online with bundled payroll – these steps will also cancel your payroll subscription. Instead of following these steps, call them over the phone if necessary.

Related link

CANCEL TRIAL

Your free trial will automatically cancel after the 30 days, as long as you have not entered credit card information.

  • There’s not a way to just cancel it.

To cancel my paid subscription:

  • From the home page screen, select the Company “Gear” (upper right corner)
  • Choose “Your Account” under Your Company heading
  • On the next screen, look for “Subscription Status: Active” and “Cancel Subscription” blue link.
  • Click this link, answer just a couple questions, and then click Continue Cancellation.
  • Done
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Your Account Your Company Your Company Id

How to add a second company in new QuickBooks Online