Account Management

how to make portable copy for accountnant

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how to add an invite to my online account

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Is quickbooks Essentials right for a person who does bookkeeping for more than one organization?

I want to delete all my inactive QBO clients from my QBO.

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can't I remove an Accountant user in my qb online account

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It appears that there is little support, it is difficult and frustrating when we cannot complete our work. Transactions for review i can see however my accountant cant see them. It leaves everyone confused, costs money and leads to miscommunications. Is there another program available that operates correctly?

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How do I create a Folder in the shared documents section for my accountant?

I skipped it when setting up my account but can't find where to schedule it.

When i try to sign them in, its asking me to sign up for discount, or subscribe, but their status is already subscribed

I work with assigning lead accountant for my team to help manage which staff member is the lead on each file.  I am trying to edit the lead back to me (firm owner) and I cannot.  Why is this happening?  I've following the instructions. In addition to this issue, as a firm accountant user and primary admin, I am trying to remove the Tax Accoutant user since the client is changing tax accountant.   I cannot remove the user and our firm is the Primary admin (well a staff member from my firm).   

It's come to our attention that lately, some individuals have been posting as if on behalf of the QuickBooks Support team and offering fraudulent phone numbers in an attempt to deceive and defraud unsuspecting members seeking assistance. Below is an example of one of these fraudulent posts:     Please be cautious when interacting with any phone numbers shared on this platform. Here are a few tips to help you avoid falling victim to these scams:   Verify the legitimacy: Always double-check the contact information you receive against the official QuickBooks website or trusted sources. The safest way to get in touch with us is through QuickBooks itself or through the Contact Us links found on our website.   Know how to identify our Support team: True members of the QuickBooks Support team will have both a badge that reads "EMPL" as well as the label "QuickBooks Team" by their username. Posts from the site admin will say "ADMIN" and "Moderator".     Tru

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The option to edit or delete the accountant under manage users is unavailable.  Does anyone know how to fix it?

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I downloaded QuickBooks Desktop Pro 2015 onto my new computer.  It then asked for my License and Product number.  But when I entered them, they say they are not valid.  But I know they are.  I originally installed and registered this product in my old computer in January 2018.  Does anyone know why my license and product number isn't working?

Has anyone else had problems with online support disappearing in mid-chat? Twice in two weeks now I was chatting with online support, and suddenly without warning, the support person left the chat and never came back. I was never transferred to anyone else and after a minute or two, the chat was terminated by QB. Today when this happened, I tried to initiate a new chat, and five times got the message "something went wrong, try refreshing your screen". I kept the transcripts of the chats. The last one had not even completed the verification process when the QB person left the chat. 

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