Ask the Accountant… Question: How many users do I get with QBO Plus? Answer: QBO Plus allows up to five users. You can invite your accountant or bookkeeper to be a user by sending an invitation to their email address. But, if you are using a different QuickBooks product, be sure to read the fine…
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Ask the Accountant… Question: I have had a QuickBooks Online account for a few months to play with and see how I liked it, but I was told I could not send data from my QB Premier file into that QBO after 60 days. Is that true? Answer: Yes, it is true. Once you have…
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Ask the Accountant: Question: Is there a way to see what a sales order is for in an open sales order list in QuickBooks? Answer: It can be frustrating to look at a list of open sales orders by Customer and not know which order is for which product. There is a workaround for that.…
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Ask the Accountant… Question: Is there anything I need to do if I have my bank and credit card data automatically downloaded into QuickBooks? Does all the information just get recorded? Answer: That sounds lovely, but it does not work that way, unfortunately. It is just a big dump of information into your QuickBooks, and…
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Ask the Accountant… Question: When I enter my credit card charges or bank entries, I don’t always know where to put them in QuickBooks. Do I have to wait until I know before entering them? Answer: QuickBooks has an expense account that allows you to “park” an entry until you can figure out where it…
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Ask the Accountant… Question: In QuickBooks Online, I have gotten used to the options on the left side of the screen that included things like Dashboard, Banking, Sales, and Expenses. Now an entirely different list of options is showing with things like “Get things done,” “Business Overview,” “Bookkeeping,” and “Commerce.” What happened? Answer: QBO offers…
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Ask the Accountant… Question: My QB Premier is having problems. Can you suggest anything to try to fix this? Answer: The problem might be that you are missing an update. Go to Help > UPDATE QuickBooks Desktop > Update Now. This will download and install any updates you don’t yet have, provided your QB Premier…
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Ask the Accountant… Question: Can I still purchase QB Premier? Answer: I recently received a copy of The Woodard Report, which addresses this very question. Intuit has announced that, as of July 31, 2024, no new subscriptions for QB Pro Plus or Premier Plus will be sold. This will not impact current subscribers of QB Pro Plus…
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Ask the Accountant… Question: I am looking at QuickBooks Online, but I don’t know which version to get. Can you help? Answer: QB Online (QBO) has four products: Simple Start, Essentials, QBO Plus, and Advanced. The products are listed in order of the number of features, with Simple Start having the least features and Advanced…
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Ask the Accountant… Question: How do I see a list of entries in QuickBooks? Answer: You didn’t say which QuickBooks you use, but these reports are available in both QB Desktop (Pro, Premier, and Enterprise) and QuickBooks Online (QBO). In QBO, go to “Reports” (on left side of screen), select the “Standard” Tab, scroll down…
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