Category: Your Company
-
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…
-
I am a Canadian company, but most of my customers and income is in USD. What to do in new QuickBooks Online?
If you are using the Canadian version of QBO you should have HST and multiple currency feature available. It is not available in the US version of QBO. You will need to set up or edit a customer, on the payment info tab, you indicate US currency. When you enter transactions, QBO will create entry…
-
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…
-
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…
-
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…
-
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…
-
How to change password in new QuickBooks Online? I am logged in as the Master Admin for our company.
To change password as Master Admin in new QuickBooks Online: From the home page screen Select the Company “Gear’ (upper right corner) Go to “Your Company” and “select “Your Account” Choose “Personal Info” under “Your Account” heading and click “Edit Personal Info” blue button Scroll-down bit and find “Sign-In Info” heading “Change Password” link is…
-
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…
-
Can I close my books on a monthly & yearly basis to control changes being made in prior periods?
Yes. You can set the closing date after month end closing process is done. To set the close date of the books: From the home page screen Select the Company “Gear” (upper-right-corner) Select “Company Settings” under Settings Select “Advanced” Select “Accounting” tab Select “Close the books” under Accounting Select “Closing date” and choose protection level…
-
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.
-
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…
-
How do I change into another one if I have more than one company I operate in new QuickBooks Online?
The content of this page has been permanently archived. We have moved on… Smarter Numbers, Brighter Future. Revolutionizing Accounting and Finance with AI. Many of you have asked which Artificial Intelligence AI* software applications we utilize. We currently use Gamma.app for content creation and Play.ht and ElevenLabs for text-to-speech (TTS).