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June 28, 2025
Question

I'm unable to switch from Accrual to Cash for some reason.

  • June 28, 2025
  • 1 reply
  • 6 views

I need to change to CASH from ACCRUAL. I don't have AR and I don't have any AP any more.

When I click on the gear icon and select Company and then advanced, none of the drop downs operate. 

I'm using Online Essentials but I am logged on through the accountant's version, is it because of being logged on through the accountant version?

1 reply

Level 1
June 28, 2025

Hi, Lisach. Since you’re logged in through the accountant’s version, it’s possible that your user permissions are limited, which prevents you from accessing or interacting with the dropdowns in Advanced settings to switch from Accrual to Cash accounting.

 

As a first step, check with your accountant to confirm whether your access allows you to make changes to company-level settings. If permissions are restricted, your accountant may need to log in and update the accounting method on your behalf.

 

If permissions aren’t the issue and the dropdowns remain unresponsive, the behavior is caused by browser-related issues, such as cached data interfering with the functionality. In this case, clear your browser’s cache or use a different supported browser, as your current one may have a temporary compatibility issue with QuickBooks.

 

For future reference, if you need assistance tailoring your financial reports to meet your needs, here’s a helpful community article: Customize reports.
 

We'll be here to assist you if you have more queries. Don't hesitate to post your replies on the thread.