Account Management

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It appears that there is little support, it is difficult and frustrating when we cannot complete our work. Transactions for review i can see however my accountant cant see them. It leaves everyone confused, costs money and leads to miscommunications. Is there another program available that operates correctly?

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How do I create a Folder in the shared documents section for my accountant?

I skipped it when setting up my account but can't find where to schedule it.

When i try to sign them in, its asking me to sign up for discount, or subscribe, but their status is already subscribed

I work with assigning lead accountant for my team to help manage which staff member is the lead on each file.  I am trying to edit the lead back to me (firm owner) and I cannot.  Why is this happening?  I've following the instructions. In addition to this issue, as a firm accountant user and primary admin, I am trying to remove the Tax Accoutant user since the client is changing tax accountant.   I cannot remove the user and our firm is the Primary admin (well a staff member from my firm).   

It's come to our attention that lately, some individuals have been posting as if on behalf of the QuickBooks Support team and offering fraudulent phone numbers in an attempt to deceive and defraud unsuspecting members seeking assistance. Below is an example of one of these fraudulent posts:     Please be cautious when interacting with any phone numbers shared on this platform. Here are a few tips to help you avoid falling victim to these scams:   Verify the legitimacy: Always double-check the contact information you receive against the official QuickBooks website or trusted sources. The safest way to get in touch with us is through QuickBooks itself or through the Contact Us links found on our website.   Know how to identify our Support team: True members of the QuickBooks Support team will have both a badge that reads "EMPL" as well as the label "QuickBooks Team" by their username. Posts from the site admin will say "ADMIN" and "Moderator".     Tru

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The option to edit or delete the accountant under manage users is unavailable.  Does anyone know how to fix it?

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I downloaded QuickBooks Desktop Pro 2015 onto my new computer.  It then asked for my License and Product number.  But when I entered them, they say they are not valid.  But I know they are.  I originally installed and registered this product in my old computer in January 2018.  Does anyone know why my license and product number isn't working?

Has anyone else had problems with online support disappearing in mid-chat? Twice in two weeks now I was chatting with online support, and suddenly without warning, the support person left the chat and never came back. I was never transferred to anyone else and after a minute or two, the chat was terminated by QB. Today when this happened, I tried to initiate a new chat, and five times got the message "something went wrong, try refreshing your screen". I kept the transcripts of the chats. The last one had not even completed the verification process when the QB person left the chat. 

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We never had problems with the credit card syncing before, but have never been able to have statements upload automatically.

I want to cancel my intuit trial accountI haven't paid for the subscription yet

Everytime I set the biometric sign in toggle on it turns off on its own!

Is this determined by the client adding me as an 'accountant' vs a 'user'?

Can payroll be update to allow for Indian status tax exemption allowing to have an option to choosethe Box 71 for indian status for no taxable income but still having insurable earnings allowed and EI deductions 

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I have been using QuickBooks for many years.  I am not an accountant so I have avoided anything that is not absolutely necessary to run my business. From the very first version of QuickBooks I have used (back in the 1990s) the Inuit recommendation for accounts was to not set up any Tax-Line Mapping for any account so I have never done that.  Now I am trying for the first time to use TurboTax Business Incorporated but it refuses to import any QuickBooks data because my QuickBooks is missing a bunch of GIFI codes.  Since I have no clue as to how to map these, I was hoping that QuickBooks would have some sort of built in feature that would either assign these codes for me (preferred method) or at least walk me through assigning the codes based upon QuickBooks recommendations.  Does such a feature exist and, if yes, how do I access it? Thanks