Category: Your 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…
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How do I change into another one if I have more than one company I operate in new QuickBooks Online?
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How to wipe out all data and start over fresh in new QuickBooks Online and Essentials, not Simple Start?
How to wipe all the info of my company and start over in QuickBooks Online Plus and Essentials? Click here for QuickBooks Online Simple Start instructions. If you’re a new customer and are within the first 60 days of having set up your account, you can delete all of the existing data and start over…
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How to wipe all the info of my company in QuickBooks Online Simple Start, not QuickBooks Online Plus or Essentials?
It is a multi step process. To Cancel your Current subscription: From the Home page screen Click on the Company Gear symbol in the upper right hand corner Click on “Your Account” Click on Edit Billing Info You will then see a link that says Cancel Trial (or Subscription) , Click on that You will…