Account Management

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Hi everyone I have a real head-scratcher for you today.  I recently went through the process of becoming a QBO ProAdvisor, and the Advanced certification so now I have this really nifty Accountant/ProAdvisor account from QuickBooks with all sorts of extra bells and whistles (it's super great, like seriously if you're considering it, do it). Here's the rub. I've already been doing business in an existing QBO account for a bit over a year.  I'd love to merge the accounts so that all my existing transaction history stays in the data (including receipt images, bank matches, etc) but phone support tells me this isn't an option. (What?!)  -- I've already hit the Feedback button with that one, believe you me! So, has anyone else run up against this wall?  Did you just live with two accounts, managing your clients through your accountant login but billing them from the other? Also, support peeps perusing this note, the 'ProAdvisor account manager' e

QuickBooks has worked fine for me for years, just recently it has not working in over a week

I use correct password but after clicking YES it stalls and nothing happens.

The government put this policy into place since Oct 19th 2024.  QBO should be passing along these savings to us small businesses. I have not seen any reductions or notices as yet.

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I tried to resubscribe using the small business promo and I get this msg: "can't add QuickBooks Online Essentials to Treasure House Mexican Bakery w/ your existing subscription. Try another company"

where could I find set up calling book as I log in my account ?

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Hi folks! I have a client whose bank accounts disconnect from QBO, requiring re-verification. This client has access to the bank account, but does not have the QBO user permissions necessary to re-connect these accounts when they disconnect. Typically, we would make these users administrators, so that they can do this. However, the client's security compliance team does not want any users (that are not us, their bookkeepers) to have the permissions that would allow them to alter data entries. We essentially are looking to provide this user with view-only access for everything, with an exception that allows them to reconnect their bank feeds when they disconnect. Is this possible? If not, is there any way to work around this? Thank you!

Hello, I have contacted QB support on Sept 9th to have someone removed completely from accessing my personal account, as of Oct 7th that individual still has access with their email address.Please provide detail easy steps to remove them. Thank you

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Login screen hung

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One of my users has the email option but the other user only has the text option and that is not convenient.

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How to log in pay of employee?