QuickBooks Online Accountant, Grow Your Accounting Practice Intuit


This page will be updated once you start entering transactions. To do that, you can use the + New button on the left panel and select the transaction you want to create. Also, you’ll want to make sure you have a backup copy of your company files before you decide to upgrade. Once your file is upgraded to a higher version, you won’t be able to restore it in the lower versions of QuickBooks Desktop. I can provide some information about the additional log in you’re having to do in your QuickBooks Desktop (QBDT) account.

  • Please let me know if you have any other follow up questions about this.
  • The Master Admin for your Quickbooks Accountant account must set up a Box account before you can request or receive documents.
  • On the “Business overview” tab, several graph widgets appear if your privacy settings allow it.
  • Also, if a user has saved credentials for a company file user in QuickBooks File Manager, opening the file from QFM will delete credentials from the Windows vault.
  • If the account has been connected to the bank to get a direct bank feed, then you’ll see additional information on the dashboard.

I also use the search box to do a quick search for transactions with specific amounts. Just make sure to enter those cents so that QuickBooks doesn’t think you are searching for a reference number instead. But, if that still doesn’t work, you can do the advanced search and get a 100 more ways to search for transactions within QuickBooks Online. As you can see, QuickBooks Online has organized this down to customers, vendors, employees, and other. When you have questions or need assistance with a task in QuickBooks Accountant Online (or Quickbooks Online), click the Help menu.

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In the center of the figure, using most of the Dashboard page real estate, you find information that changes depending on what you have clicked while using QBO. For example, when you initially open QBO, the information is overview company information. If you click an entry in the Navigation bar (on the left side of the screen), the information in the center of the Dashboard page changes to information related to the entry you clicked. If you select an option on the Gear menu (discussed later in this section), the information you see relates to the option you select.

  • This guide provides you with an overview of how to get started using the software including all the latest features.
  • You’ll also see the status of work like Prep for Taxes and tax returns.
  • For example, you might want to turn Privacy on if you’re using QuickBooks in a public place or even in your office when you’re not alone.
  • At a glance, you can see things like banking activity and payroll due dates.
  • You can take advantage of all available trial versions to gradually upgrade your files from QBD 2019 to QBD 2023.

With either view, in the lower-right corner is a “See all activity” link you can click to open the “Audit Log” page. This page shows the activity that has occurred in the company work in progress vs work in process file. To the right of the logo and company name, you can click the “Privacy” toggle button to toggle the appearance of financial information in the Dashboard on or off.

Download and use the QuickBooks Online desktop app

We’d also highly recommend FreshBooks, a solution that has almost as many features and comes at a slightly lower price. It’s a particularly attractive pick for ecommerce businesses, since it has inventory management tools across all plans. Your accountant can then navigate to the main “Reconcile” page and select the “History by account” button on the upper-right corner. This allows them to undo the previous transaction without needing to manually edit individual transactions from within the register.

If that doesn’t make any difference, I suggest reaching out to our Support Team. This way, a representative can review your account securely and check out the possible reasons for the issue. Learn how to add and manage customers in QuickBooks Online using this detailed guide. Use this walkthrough guide to learn how to complete each of these steps. Dummies has always stood for taking on complex concepts and making them easy to understand.

What‘s new in QuickBooks Online

Below that, there are two tabs, named “Get things done” and “Business overview,” that you can click to see different widgets of information, assuming they are not hidden by the “Privacy” slider. The tabs on their profile show you what QuickBooks products they have, documents you’ve sent them, and tax return info. 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 returns. QuickBooks Online stands as the best accounting software that our researchers have tested, due to a great feature catalog, reporting tools, a top-quality support team, and a customizable interface. If you’re a new QuickBooks user, the dashboard content will be empty.

The Dashboard Page in QuickBooks Online: Video Lesson

When you enter clients into your practice, they are automatically added to your Quickbooks as customers. On the “Business overview” tab, several graph widgets appear if your privacy settings allow it. If you’re the primary admin for your QuickBooks Online Accountant firm, you can permanently delete clients. You lose all access to their company and any work in features like Prep for taxes. Keeping your client list up-to-date in QuickBooks Online Accountant is easy. Learn how to keep track of clients and update your client list.

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I have the accountant’s version and it does it when ever I toggle between my clients books….this is insane. To temporarily stop the login prompt, just select the Remind option if you don’t want to log in to your account. You can take advantage of all available trial versions to gradually upgrade your files from QBD 2019 to QBD 2023. Afaik, certain trial versions offer more than 60 days to use. Since you don’t want to upgrade your QBDT application to the latest version, you can consider using the QuickBooks Desktop 2021 free trial version. Intuit has no business requiring access to my data in the name of “security”.

There is no cancel, and when I just try to click to another window it won’t let me.  But I was also super irritated last night and just got my 24 hour access and moved on. Also my client has already approved me so I don’t understand why it sends an email to her every time to do it again. I’ll share some details about your concern so you can get through and access your files in your QuickBooks Desktop (QBDT) account. The purpose behind it is to strengthen the security and license processes.

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