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QuickBooks Q&A
Account Management

Account Management

Account Management

1,518 Topics
2,597 Replies

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1518 Topics

victoria-bradley

Account Management

How do I add a user to my account so they have access to everything? They will be helping me with my finances.

No text available

Account Management

Starting a new QBO as not able to cleanup old data. by exporting data from the QBO app will you be able to import to another QBO? or is an app like transactionpro better?

No text available

Account Management

Can't locate file - multi user mode

Hi there, We just moved into a new office and we have a new internet server. We have quickbooks 2019 pro on two different computers. 2 users at the same time set up on multi user mode. However, once we moved the computer where the files are not located on can no longer load the quickbooks files. It says it cannot locate the files. Is this a netw

info-rozanagroup

Account Management

I cannot find the project tap in the application,so each time I have to login to my phone browser to do my work, any ideas?

No text available

Account Management

Is there a way to see how long your accountant has been on your qb account?

No text available

finance@yapc.ca

Account Management

Every time I try to open a new tab, I am required to sign in again, and a new tab doesn't open?

No text available

Account Management

I am an entrepreneur and I opened a small business 4 months ago. I don't have employees or any staff yet... can I start with the Self employed Plan and later maybe upgrade for the Essential?

No text available

Account Management

I did a trial with the Self-employed plan but I realized it will be more convenient to get the Easy Start subscription, how can I get it without loosing the information I already put on the trial?

No text available

Account Management

Where did my info go that was entered during my 30 Day Free Trial???

My husband and I subscribed for Quickbooks Self-Employed and we received the first 30 days free and then it said the next 3 months were on sale and then after that it would go to regular pricing... During the first 30 days, my husband entered in multiple invoices and billing information, received payments, and sent emails directly from the account. After the 30 day free trial was up, it didn't inform us, it just ended. So now when we login it says the account is inactive and none of his previous information shows up... My big question, HOW DO WE GET ALL THAT INFORMATION BACK?!? There is no way all of the just gets erased, that is people's work and career information entered.... Makes no sense!! AND i can't actually talk to a person for help, all i get is a robot so i am having a really hard time figuring this out! Someone please help us!!

Account Management

Am I able to access my profile URL to request reviews from clients before I've published my profile?

No text available

info-jeffreybuil

Account Management

Can you change email for subscription without going online from a computer?

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arlene@fourthebi

Account Management

How Do you Edit the Product/Service Information?

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weddingbella19-g

Account Management

I have a QuickBooks subscription that does not allow me to enter refunds.Do I need to upgrade my subscription? If so will my current subscription info still be there

No text available

qbcanada-megalod

Account Management

Trying to verify our bank account You system asks for user name/email and password. Our banking system uses a user name, PIN and Digital token. How do we verify?

No text available

Account Management

I prefer the old search. Before the QB Assistant. Is there any way to access it?

No text available

Account Management

In QBO how do I show the bank account with all the credits and debits if the client does not give you his login information?

No text available

jpiperni-kmeinco

Account Management

Hi there, whenever I try to make any changes in my Users & Settings I am always getting a message that states: "Please specify a valid EIN". and I can not save anything?

No text available

joedoucette_book

Account Management

Hi I’ve recently started the certification, and completed the first two modules videos, but they are still showing in progress, and I’ve watched the final videos 3 times

No text available

Account Management

When I add a new user as Admin, QuickBooks asking to verify my account, then the page is redirected to reset password, and back to the same cycle, without adding new user

I Tried many browsers, and many PC's, and got the same issue.

evelynpranger-gm

Account Management

I subscribed to a 7 day trial which has ended. Now i am being charged $19.78/month for QB online. I want this to stop.

No text available

Account Management

Is there an easier way to back-up my QBO data before cancelling the subscription? I'm closing my business and trying to avoid having to save individual reports. Thanks!

No text available

Account Management

Quickbooks keeps logging me out!!! I need to continually log back in, and it’s super annoying!!! It didn’t do this at the beginning!

No text available

Account Management

Can someone tell me how to upload QB off a thumb drive (received by Bookkeeping company) into my already existing QB

No text available

Account Management

I Can't see the menu bar at the top of the page, the one that shows "File" "Help" and the other options

No text available

avi-adamsandasso

Account Management

Merging QBO Certification

Hello, I previously completed a QB certification in a previous job. I believe it was QBO (not the advanced certification). However, once I moved on from that job, I lost access to that account. Now I've started a new job which recommends I get QB certified. While I could benefit from taking the certification exams again, I wanted to know if there is a way I could at least merge what I have previously completed (my certification) to my new account. Any help would be greatly appreciated.

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