Account Management

We never had problems with the credit card syncing before, but have never been able to have statements upload automatically.

I want to cancel my intuit trial accountI haven't paid for the subscription yet

Everytime I set the biometric sign in toggle on it turns off on its own!

Is this determined by the client adding me as an 'accountant' vs a 'user'?

Can payroll be update to allow for Indian status tax exemption allowing to have an option to choosethe Box 71 for indian status for no taxable income but still having insurable earnings allowed and EI deductions 

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I have been using QuickBooks for many years.  I am not an accountant so I have avoided anything that is not absolutely necessary to run my business. From the very first version of QuickBooks I have used (back in the 1990s) the Inuit recommendation for accounts was to not set up any Tax-Line Mapping for any account so I have never done that.  Now I am trying for the first time to use TurboTax Business Incorporated but it refuses to import any QuickBooks data because my QuickBooks is missing a bunch of GIFI codes.  Since I have no clue as to how to map these, I was hoping that QuickBooks would have some sort of built in feature that would either assign these codes for me (preferred method) or at least walk me through assigning the codes based upon QuickBooks recommendations.  Does such a feature exist and, if yes, how do I access it? Thanks

My case has been escalted with support since Jan 9 with no results  The URL an email are extinct and I am losing leads and income.

They are dropping old login and moving over to fordpass login

Hi,In QB O I have change the service item status from Service to Non-inventory. This service item should disappear from QB Times from Service item list but it did not.I have checked the Quick books Online Integration Preferences  and it says that the last sync was 22 hours.Questions:1. How often the sync happens between QB O and QB Times and can I schedule the sync2. How long should I wait until the service item status will update in QB Times?Thank you,

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I have created bill approval workflow and created test bill.  Approver gets email but when they log in there are no tasks and when they go to the bill there is no option to approve.

I want the desk top version Not On Line. I have already paid for a subscrition. I need License number and Product Number. How can I get the numbers ?

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Hi how I can cancel my subscription

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Currently I am login from Canada to a business, can I continue from India?

We are winding down our company as we were bought out by another and the accounting transactions will not be migrated over to a new system.  We would like to avoid paying the monthly subscription and cancel our QBD as soon as possible.  I have attachments stored in my Accounts Payable module which I will need access to for CRA and query purposes.  What options do I have to keep my attachments and be able to refer back to a specific transaction?  I would export the data to excel, but that does not give me access to the attachments. We are currently on QuickBooks Desktop.  Converting to QBO also does not solve the attachment issue as they are not converted - as far as I can see from research conducted. 

I have a client with a QBO file that is such a mess that we need to start fresh with a new file.I understand that you can have multiple companies under the same QuickBooks Online account. Each company file is its own paid subscription, but you access them with the same sign-in info. This lets you quickly switch between companies so you can manage everything more efficiently. Here is my question:Can I create a new company file with the exact same name as the old company file?After this new company file is created, we want to cancel the old file so not need to pay for 2 subscriptions. OR , should I cancel the OLD company file subscription first, then create a new one with the exact same name? Please advise. Thank you

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How do I export invoice and estimate templates from one QBO account to another QBO account? I only seem to find help for moving from Desktop to Online.Thanks.

Occasionally, you may need to add or edit the payment method for your Intuit Account. You can do this on your own with a few steps. Here's how:   Step 1: Add or edit your payment method in QuickBooks Online Sign in to your QuickBooks account as the primary admin. Select the Settings (gear icon) menu, then select Account and settings. Select the Billing and subscription tab. Select Edit next to your payment method, then select Add new in the wallet listing. Select an appropriate payment method and add the payment method details. Select Save payment method to my Intuit profile. When you’re ready, select Save and use.   Step 2: Add or edit your payment method in QuickBooks Online Accountant Sign in as a primary or company admin. Select the Settings (gear icon) menu, then select Billing & subscription. Select the Billing details tab. Select Edit billing information, then choose Add new within the wallet listing. Choose the appropriate payment method and add the payment met

As a business owner, you may need to assign, remove, or change the primary administrator for your QuickBooks Online account. The primary administrator has full access to the account and can manage other users, so it's important to help ensure that the right person is in this role. Here's how to assign, remove, or change a primary administrator.   Note: If you’re using QuickBooks Online EasyStart, contact us to begin the primary admin transfer process.   Step 1: Find the Manage Users page Sign in to your QuickBooks Online account, select the Settings (gear) icon, and then select Manage users. This is where you'll manage all aspects of your users' access to your account.   Step 2: Assign a primary administrator To assign a primary administrator, in the User Type column, select Edit to change their role to admin. Select the small arrow in the Action section. Then, select Make primary admin. Select Make primary admin again to confirm the change.   Step 3: Remove a prima

As a business owner, you may need to grant access to your QuickBooks Online account to other users, such as your accountant or bookkeeper. Here's how to manage users in QuickBooks Online:   Step 1: Find the Manage Users tab Find the Settings (gear icon) menu in the upper-right corner and select it to expand the options. Select Manage users from the YOUR COMPANY column. This is where you'll manage all aspects of your users' access to your account.   Step 2: Add a user To add a user, select Add User ‌and enter their email address.  After entering their personal info, you’ll be asked to choose a role from the dropdown menu. When you select a role, you’ll be able to see a comparison of what level of access each role grants. Choose the role that best fits the desired level of access, then select Send invitation. QuickBooks will send them an invitation, asking them to join your account.   Step 4: Troubleshooting issues If you encounter any issues while managing users