Account Management

We had our previous bookkeeper/accountant set up our quickbooks and chart of accounts. They did not set it up the way our business is structured, what is the best way to fix this? Do we need to delete everything and start from the beginning?

I was trying to move two clients from Accountant-billed subscription to Client-billed subscription and both accounts now show canceled.

I'd like to give someone in my company access to QBO to help with margin and sales analysis, AR, AP, etc. But I don't really want her to see individual salary information.  And actually ideally commission information. Is there any way to do this?

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I have already invoice a customer . I want to create an estimate and supplier billing that I can associate to that invoice . How can I do that 

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I am onboarding a client who currently has QBO with another accountant. How do I get them to switch over to me and still keep the data

Hello everyone. Our company is in the process of transitioning to another accounting software from quickbooks online but we would like to retain our historical records in Quickbooks Online. Does anyone know the cost of retaining historical data in quickbooks if we don't continue to use it anymore? We won't be using it going forward but would like to access our historical data in there already.

I currently use QB Desktop Pro 2019 and am considering moving to QB Online.  I have multiple company files on QB Desktop.  It doesn’t look like the online version supports multiple company files.  Is this correct?  

I’ve tried also to download the trial version of QB Desktop in order to import my QBO info into QBD but I can’t even do that. QBO only exports in excel. Unless I can find a solution, I will need to change software, this is unacceptable. I’ve seen this problem in the community before from 2016 but it is still not fixed!

How I can make sure it is activated? In the email sent to me it says click on gear icon and then click on My account. I cannot see my account. Please help. Thank you

What features are  in: "Unlock more features to help you stay organized with your products and services.""I'm ready to upgrade"

Hello,  I am looking to start doing the bookkeeping for my and my husband's small business using QuickBooks, however, he had previously been using the QuickBooks account for the past 2 years or so for invoicing and had already linked the business bank account and credit card to QuickBooks, but none of the books were ever done using QuickBooks because we had outsourced that part to a bookkeeper who used different software. I would like to start doing the bookkeeping myself as of our new fiscal year of January 1 2023, bit am unsure how or if it is possible to start from scratch using the same QuickBooks account. We don't want to lose any of the invoice history. Is there a way to start balaning the books from the new fiscal year only? Thank you in advance!! 

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Connection to HSBC Bank Canada -Business Banking is not working even though the password is correct

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i want to re enter employee payments

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Can anyone send me contact information for some accountants that can help me remotely file a T2. What would an accountant charge for this? I would also love help filing T5 before end of February.

When we move from Pro desktop to online, will our many years of historical data move to the new platform?

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Hi there,I opened up a checking account which doubles as a line of credit. If I overdraft on my checking account, the line of credit kicks in and I begin to incur interest on the overdraft amount. For example, say my checking account has $100 in it. I spend $200 to buy inventory, so now I have used $100 from the line of credit and will begin to incur interest on the $100 I borrowed. How do I go about setting my accounts? I am new to Quickbooks so I'm unsure about how I can track an account that is both a checking account and a line of credit. I can confirm that any overdraft amount is considered as a line of credit by my bank, not an overdraft. 

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