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If some of your client companies are missing from the Company Selection screen when you login, there are a few steps you can take to restore them depending on whether or not you still have access to the client company. Note: You'll need to contact the Firm Owner and request they verify that the firm still has access to the client company in question if: a) your access to the client company was as a firm employee or b) your access to the client company was through your being part of a QuickBooks Online Accountant firm (and you're not the Firm Owner).   If you still have access to the client company If you still have access to the client company, have the Firm Owner proceed with the following steps: Log into QuickBooks Online Accountant. From the left menu, select Team under Your Practice. Select Add User. Enter first/last name and email of new user. Add title (if desired). Select Open, then select Next. Select desired access for your firm adminis

Sometimes when an accountant using QuickBooks Online Accountant (QBOA) opens a report, it’s possible that their report doesn’t match the same default report that the client is running. Find out why this happens, and how to fix it. Why does this happen? There are typically two reasons for why this happens: The accountant's reports are displaying in a different Basis than that of the client. For example, the default Balance Sheet that the client opened is in Cash Basis, while the same report that the Accountant opened is in Accrual Basis. The default date range that the client sees doesn’t match the date range that the Accountant sees when opening the exact same report. Excluding Payroll reports, QBOA has a Report and Tool Defaults feature within the Accountant Toolbox that allows for accountants to set their own report defaults while disregarding those set by the client. This is intended to allow the accountant to quickly review reports in a specific timeline without having to ind

Learn how to create, manage, and track your client requests, projects, and tasks using the Work tab in QuickBooks Online Accountant. Practice management is a feature that allows you to create client requests or projects to organise and track your team's work. Hereâ s how. Reminder: Any member of your team can access the Work tab. Your team can see the items for clients that they were granted access to in the Team tab. As long as a user has access to a client, they can edit any work items for that client. Step 1: Create a client request or project Create a client request If you need your client to do something for you like answer a question, upload a document, or do some work in their company, you can send a client request to them. It appears in the client's company under the My Accountant tab. Go to Work. Select Create client request. The Create client request panel appears. Fill out the fields. (optional) If you want to attach a file, select Add document, then Close.

Learn how to get a Profit and Loss Comparison Report in QuickBooks Online and QuickBooks Online Accountant. Use Profit and Loss Comparison Reports to compare your income and expenses for different time periods. You can compare your performance this week, month, or year to other timeframes. This shows you how your business is performing over time. Step 1: Get a Profit and Loss Comparison Report Go to Business overview and select Reports (Take me there). Enter Profit and Loss Comparison in the search field. You can also find the same report under the Standard tab. Step 2: Customise your report By default, Profit and Loss Comparison Reports show the current year-to-date and the same time period last year. You can change the length of time and dates as needed. In the Report period dropdown, select the length of time you want to see. In the date field, select the start and end dates. In the Compare another period dropdown, select the Previous year c

Learn how to combine duplicate clients on your QuickBooks Online Accountant client list. This tool is only available for accountant users. In QuickBooks Online Accountant, you have clients you do bookkeeping for. You also have customers you send invoices to when you do your firm’s accounting. Sometimes, these are the same people. If you see a duplicate client or customer on either list, don't worry. You may have the same client in both places. We’ll show you how to use the merge duplicate client tool to combine the profiles. Note: If you're not an accountant, you won't have a client list. Here's how to merge duplicate customers or suppliers in QuickBooks Online. Merge duplicate clients The merge duplicate clients tool lets you combine clients who have a QuickBooks Online subscription with duplicate clients that don't have one. The client with a subscription is called the target client. The client without a subscription is the matched client. Important: You aren't able to merge two clie

Learn how to create and use project templates in QuickBooks Online Accountant. For an easy setup of projects and tasks, you can use the QuickStart templates in the Work menu. You can also create or customise templates to suit your firm or client’s needs. Use them on your recurring projects to have a consistent workflow and complete projects on time. Here’s how. Create a custom template Custom templates are templates you create. They're used to define tasks you need in a workflow. You can apply a custom template to multiple projects. From the left menu, under Your Practice, select Work. Select Manage templates. Select Create template and enter a template name. Select Repeat to set up repeated due dates, and use the fields that appear to specify the interval between due dates. Enter any information or notes for your team in the Details field. In the Tasks section, select Add a task. Enter a task name. From the Due date ▼dropdown, select: Set later to specify that the

Learn how to create and manage client notes. You can use the client notes feature in QuickBooks Online Accountant to keep important notes about your clients. Here’s how to create, view, and manage client notes. We'll also show you how to pin them so they're more visible. Add or view client notes Each client gets their own notes. You create and view notes one client at a time: Select the Clients menu. Select the name of the client. Select the Notes tab. Enter your note in the Add a note field. You can mention a team member with @[name] to notify them via email. If you want the note visible only to you, select the Team (default) dropdown and choose Private (only me). Select Post. Tip: You can also view past notes in the Add a note field. Pin a note Pin important notes so they're easy to find at a glance: Select the Clients menu. Select the name of the client. Select the Notes tab. Select the note you want to pin. Select the pushpin icon. The icon turns green when a note is

Learn how to recognise official Intuit correspondence and websites. Phishing, spam, spoof, or hoax emails are a huge problem today. The best protection against these security risks is awareness and prevention.   Spot fake emails Suspicious email can sometimes be a scheme to get you to share your personal info. These scams come in different forms but often look pretty convincing. Here are a few things to look for if you’re not sure an email came from Intuit. We’ll never ask for your personal info in an email. Our emails will always come from an email address that ends with @intuit.com. This includes @e.intuit.com. Any link we send you in an email will always be for an intuit.com address. Check out our online security tips to help you keep your information safe. Got an Intuit email you aren't sure about? Check out our security notices for details of suspicious emails reported by other Intuit customers. Warning:  Suspicious emails will say they are from Intuit

Learn how to test QuickBooks Online Accountant features in a demo client company. Are you new to QuickBooks Online Accountant? Do you want to try out a new workflow? Is there a new accountant tool you want to learn? Use a demo QuickBooks Online client company to try things out. This lets you practice and use tools with sample client data, rather than the real thing. Practice with a demo company In QuickBooks Online Advanced, select the Settings ⚙️ icon. Select Sample company. QuickBooks Online Accountant signs you out your firm and opens the demo. The demo client company has complete data and the default accountant toolset. Give your client's a demo of QuickBooks Online Want to let potential clients try a demo with no strings attached? Encourage them to take a test drive to see if QuickBooks Online is the right accounting software for them.

You can change your customer-facing email address in just a few steps. Note: QuickBooks uses this email address to contact you.   How to change your customer-facing/outgoing email address Select the Settings ⚙️ icon, then Company Settings. The Company tab will be selected by default. Select Edit ✏️ to the right of the Contact Info section. Enter your company's email address in the Company email field. Select Save then Done to save your changes. Don't have access to your old email address and can't sign into QuickBooks Online at all? You can use the Email change request process to change it without logging into your company.

Learn how to give primary admin rights to another team member in QuickBooks Online Accountant. Team members with the primary admin rights can do admin tasks, like giving permissions. If someone else at your firm needs to do this work, make them the primary admin. Here's how to transfer the role from one team member to another. Or, follow these steps if you need to give your client the primary admin role for their company file. Transfer the primary admin role Sign in to QuickBooks Online Accountant as the current primary admin. Give the team member you want to make the primary admin has full access permissions. Go to the Team menu. Find the user with Primary Admin access and select Edit. Select the Firm Administration and Books tab. Select Transfer Primary Admin. From the dropdown, select the team member you want to make the primary admin. Then select Send invitation. Ask your team member to open the email and follow the steps to accept the prima

Learn how to view and share your firm's and clients' custom reports. If you create and save custom reports, you can share them with other members of your accounting team. Currently, you can only share custom reports with your entire accounting team, or keep it private for the creator. Here's how to share your firm's reports with your team. We'll also show you how to share reports you create for your client in their company file. View and manage custom reports In QuickBooks Online Accountant, go to the Reports menu. Select the Custom reports tab. Select a custom report to open it. To export a custom report to Excel or as a PDF: Find the custom report. Select the dropdown ▼ menu in the Action column. Select Export as PDF or Export as Excel. To delete a custom report: Find the custom report. Select the dropdown ▼ menu in the Action column. Select Delete. Share custom reports You decide who to share a report with when you finish customising it: Share your firm's reports In

Learn how to make updates to your QuickBooks user account. Use your QuickBooks user account to manage settings for all of your QuickBooks Online products. If you need to update your profile, security settings, or third-party apps, you can do it right from your QuickBooks user account. You can also download all of your data when you need to. Here's how. View or update your info Go to the Intuit accounts page. Review the settings in the Sign in & Security, Personal info, and Data & Privacy sections. Select any field to make updates. To access and update the account settings, follow these steps. Select Settings ⚙️ then Intuit Account. Review the settings in the Sign in and Security, Personal info, and Apps sections. Select the Add link in any field to add new information. Select Edit to change the setting in any field. Review recent activity Go to the Intuit accounts page. Select Sign in & security. Select Account activity. Here you c

Learn how to set up your team’s permissions so they can track billable time to clients. Your team can track their time for projects, billable time, or any other work directly in QuickBooks Online Accountant. We'll show you how to add your team members as employees or suppliers, give them the right permissions, and track their time. Step 1: Add your team to QuickBooks First, add your accounting team to QuickBooks Online Accountant. Step 2: Add team member and check permissions After you set up your team as employees or suppliers, you can create timesheets and track their hours for them. But, if you want them to be able to track their own time, add them to your team list. This gives them permissions so they can enter timesheets for themselves. To see who already has permission on your team: Go to the Team menu. Select the team member you want to give access to. Then select Edit. Select the Firm Administration and Books tab. Change the Firm users permission to View only. For Cust

Learn how to set a default date range for viewing clients' company files. In QuickBooks Online Accountant, you can set a default date range to view clients' accounting data. This makes it a bit easier to review specific time periods, like year-end and reconciliations. When you open their company file, QuickBooks automatically sets reports and tools to the default date range. This only changes your view of things, not what your client sees. Set a default date range If you haven't already, ask your client to invite you to be their accountant. When you're ready to set a date range for a specific client: In QuickBooks Online Accountant, select GO TO QUICKBOOKS and then your client's company file. Select Accountant Tools and then Reports options. Select a time period in the Date field and date range in the From and To fields. You can also set the accounting method in the Basis field. Now all reports and tools for your client are

Learn about special tools for accountant users. These tools are only available to accountants who use QuickBooks Online Accountant. These tools make reviewing your QuickBooks Online client's accounts more efficient. They let you get more done in less time. Learn about QuickBooks Online Accountant features Client dashboard The Client dashboard provides one-click access to client books and payroll, as well as easy access to your QuickBooks Online Learn how to manage clients on the Client Dashboard. Go to the Client menu to see all of your clients. You can see your connected QuickBooks Online who invited you to be their accountant and clients who aren't connected.  Learn about accountant tools Reclassify transactions: Edit or move multiple transactions at once. Write off invoices: Cancel and zero-out bad invoices that won't get paid. Undo reconciliations: Reset a reconciliation and start over fresh. Reporting tools: Set default date ranges an

Learn how to undo reconciliations for your clients. This is only available for accountants who use QuickBooks Online Accountant. If your firm uses QuickBooks Online Accountant, you have a special reconciliation tool. When one of your clients needs to edit or undo several transactions on a past reconciliation, it’s sometimes best to start over from scratch. You are able to undo their entire reconciliation and get a fresh start. Your clients can also edit individual transactions on a reconciliation whenever they need to. Undo an entire reconciliation Before you start, you may want to download any attachments tied to the reconciliation. Undoing a reconciliation deletes all existing attachments. Important: Be careful editing older reconciliations. Undoing a reconciliation also undoes all following reconciliations follow. So, if it's May and you undo January's reconciliation, you also undo February, March, and April. This can also cause errors. Start with the more re

Learn how to open a client's QuickBooks company file from QuickBooks Online Accountant. After a client invites you to connect, you can access their accounting data to help with their bookkeeping. You can review their books, edit transactions, and fix issues. Here's how to open a client's QuickBooks Online company file from QuickBooks Online Accountant. Note: Accountants can only access transaction data. If you also need to do administrative work for your client, follow these steps to become their primary admin. Step 1: Connect a client's QuickBooks If you haven't already, get invited by your client. This connects their QuickBooks company so you can access their transaction data. To see who's already connected: In QuickBooks Online Accountant, go to the Clients menu. Review the list. Clients with a QuickBooks icon next to their name are connected. Tip: You can select the icon to open their QuickBooks Online company file. Step 2: Open a client's QuickBooks In QuickBooks Onl

When a client company and an accounting firm work together, it is important to be able to differentiate which side, the client or the firm, made which changes in the audit log. Scenario Craig, the owner of Craig's Design and Landscaping Services, has invited two accounting firms to access their books. Firm A was hired to clean up their books so that their tax accountant at Firm B can do their taxes. Bob from Firm A has made a change to Craig's Design and Landscaping Services' books. What does the client see? Since Craig is a client of Firm A, he is provided with enough information within the Audit Log to know which firm has made a change. What does Firm A see? Since Bob is an employee at Firm A, other users within his firm are able to see that it was Bob who made the change. What does Firm B see? Since Firm B has been invited to also make changes within the client's books, they are able to identify that Firm A made this change. Now you know how clients and accountants vie

Learn how to alert appropriate people through email notifications when making changes to your projects in the QuickBooks Online Accountant Work tab. Here's how to turn on email notifications at work. From the left menu, select Work. Select Notifications.Note: Primary admin has full access to company and email notifications. Users only have access to email notifications. Select Edit ✏️. Select the settings you want for email notifications on assignments, due dates, details, status, project or task names, assignees, and deletions. Select Save then Done. Based on your settings, when you make changes to a project or task in QuickBooks Online Accountant (QBOA), you will receive an email notification. You also can get a daily summary of your tasks. Note: If you are not receiving notifications please check your Spam folder and make sure it is not going there. If it is, you can create a rule through your email service to prevent it from going into Spam.

Access a client’s QuickBooks Online company file Select the GO TO QUICKBOOKS dropdown. Select the company file you want to access.Note: If you don’t see the client’s company, make sure you add them to your firm. Or you have permission to access clients. When you’re ready to switch companies, select the dropdown beside the client’s company name. Select Back to practice to return to your firm or the name of a client’s company to switch. You can easily switch between companies in QuickBooks Online Accountant from the Client list. Switch from the Dashboard page From the Dashboard page, you can switch between client companies: Select Go to QuickBooks, then select a client company to switch to from the list. The new company file opens. Select Back to practice to return to your firm's Clients page. Switch from the Client list From the client list, you can switch from one company to another: From the left menu, under Your Practice, select Clients. Select the QB&nbsp

As part of an ongoing goal to give our accountant community clean and accurate data, we’re cleaning up the client list. You’ll now have the most up-to-date status of your clients in QuickBooks Online Accountants. These changes also apply to ProConnect. To know more, check out this quick guide. What’s changing? Client lists you can access should now all be the same. We’re taking the last time you made changes to a client and making sure it’s reflected everywhere. This will make the client list easier to maintain and updated. Will my experience be different? Due to possible status changes on your clients, there could be changes to your list. This depends on if the information was up-to-date before the change. A few things you may see: Clients missing from the list If you’ve previously marked a client as inactive and it hasn’t changed in QuickBooks Online Accountant, the system upgrade will mark the client as inactive for you. To find the client, you’ll need to change your client list fil

Learn how to get back into your QuickBooks Online Accountant firm. If you forgot your QuickBooks Online Accountant sign-in info, no worries. You can reset your password and get your user ID in no time. Here’s how. Change your password If you just need to update your user ID or password, you can do it from Intuit Account Manager. Recover your user ID or reset your password Go to the QuickBooks Online Accountant sign-in page. Select I forgot my user ID or Password. Follow the onscreen instructions. If you used your email address or user ID to verify your account, you'll get an email with a password reset link. Didn’t get the email? Check your spam or junk folders. Add do_not_reply@intuit.com to your contact list. Check all email addresses you might've used to sign up for your account. Make sure to unblock emails from Intuit. Learn more about how to whitelist Intuit emails. Note: To proceed with the password reset or us

Learn how wholesale discount works so you can pass discounts on to your clients. How wholesale discount works When you move a client’s company to wholesale discount, you have the option to pay the cost of their subscription or have them pay directly on their own. Either way, being part of the wholesale discount program allows you to pass along pricing discounts to your clients. With a wholesale discount plan, if you pay for your client’s subscription, you can offer discounts off the current list price with the option to cancel at any time. You're billed monthly for clients' subscriptions. Each month, you get an itemised view of all of your wholesale subscriptions for easy tracking. If your client decides to be billed directly, you can give your clients a pass-along discount on their subscription for a limited time. Note: The Wholesale discount cost is dependent on the current list price of the subscription, and is subject to change. Clients already under Wholesale discount are not elig

Learn how to keep track of clients and update your client list. If your client is part of your wholesale discount plan, follow these steps to update their info or remove them. Your list of clients is always growing. Keeping your client list up-to-date in QuickBooks Online Accountant is easy. Here’s how to update clients' info. If just need to get started bookkeeping, here's how to open and review your client's books. Add clients Follow these steps to add clients to your QuickBooks Online Accountant firm. Important: Our current system is limited to approximately 2000 clients per QBOA firm. For larger firms with 2000 or greater clients, we recommend to consolidate the client list and to create an additional QBOA firm for the over limit clients. See your clients In QuickBooks Online Accountant, go to the Clients menu. The client list shows your clients' info, including who their lead accountant is. You'll also see the status of work like Prep for Taxes and tax ret