Account Management

We are winding down our company as we were bought out by another and the accounting transactions will not be migrated over to a new system.  We would like to avoid paying the monthly subscription and cancel our QBD as soon as possible.  I have attachments stored in my Accounts Payable module which I will need access to for CRA and query purposes.  What options do I have to keep my attachments and be able to refer back to a specific transaction?  I would export the data to excel, but that does not give me access to the attachments. We are currently on QuickBooks Desktop.  Converting to QBO also does not solve the attachment issue as they are not converted - as far as I can see from research conducted. 

I have a client with a QBO file that is such a mess that we need to start fresh with a new file.I understand that you can have multiple companies under the same QuickBooks Online account. Each company file is its own paid subscription, but you access them with the same sign-in info. This lets you quickly switch between companies so you can manage everything more efficiently. Here is my question:Can I create a new company file with the exact same name as the old company file?After this new company file is created, we want to cancel the old file so not need to pay for 2 subscriptions. OR , should I cancel the OLD company file subscription first, then create a new one with the exact same name? Please advise. Thank you

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How do I export invoice and estimate templates from one QBO account to another QBO account? I only seem to find help for moving from Desktop to Online.Thanks.

Occasionally, you may need to add or edit the payment method for your Intuit Account. You can do this on your own with a few steps. Here's how:   Step 1: Add or edit your payment method in QuickBooks Online Sign in to your QuickBooks account as the primary admin. Select the Settings (gear icon) menu, then select Account and settings. Select the Billing and subscription tab. Select Edit next to your payment method, then select Add new in the wallet listing. Select an appropriate payment method and add the payment method details. Select Save payment method to my Intuit profile. When you’re ready, select Save and use.   Step 2: Add or edit your payment method in QuickBooks Online Accountant Sign in as a primary or company admin. Select the Settings (gear icon) menu, then select Billing & subscription. Select the Billing details tab. Select Edit billing information, then choose Add new within the wallet listing. Choose the appropriate payment method and add the payment met

As a business owner, you may need to assign, remove, or change the primary administrator for your QuickBooks Online account. The primary administrator has full access to the account and can manage other users, so it's important to help ensure that the right person is in this role. Here's how to assign, remove, or change a primary administrator.   Note: If you’re using QuickBooks Online EasyStart, contact us to begin the primary admin transfer process.   Step 1: Find the Manage Users page Sign in to your QuickBooks Online account, select the Settings (gear) icon, and then select Manage users. This is where you'll manage all aspects of your users' access to your account.   Step 2: Assign a primary administrator To assign a primary administrator, in the User Type column, select Edit to change their role to admin. Select the small arrow in the Action section. Then, select Make primary admin. Select Make primary admin again to confirm the change.   Step 3: Remove a prima

As a business owner, you may need to grant access to your QuickBooks Online account to other users, such as your accountant or bookkeeper. Here's how to manage users in QuickBooks Online:   Step 1: Find the Manage Users tab Find the Settings (gear icon) menu in the upper-right corner and select it to expand the options. Select Manage users from the YOUR COMPANY column. This is where you'll manage all aspects of your users' access to your account.   Step 2: Add a user To add a user, select Add User ‌and enter their email address.  After entering their personal info, you’ll be asked to choose a role from the dropdown menu. When you select a role, you’ll be able to see a comparison of what level of access each role grants. Choose the role that best fits the desired level of access, then select Send invitation. QuickBooks will send them an invitation, asking them to join your account.   Step 4: Troubleshooting issues If you encounter any issues while managing users

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I have multi-currency set up and I want to input a price for a service in USD (which is always static). I can only input the price in CAD in "Products & services". When creating the invoice, I see I can input a USD price, but I don't want to have to do that each time.

How do I cancel my subscription?

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I have installed QB Pro 2020 on a new computer and have registered it over 10 times and it will not let my to go forward and install my files 

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can we continue to use her same sign in method?

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When I open quickbooks suddenly close  

So my accountant asks me to check an entry on my QB, and when i go to the bank register the exact entry that he sends me a screen shot is no longer there. I check further and multiple entries are no longer presented. My accountant shares his screen with me and lo and behold his version of the same database is fine, it is just mine that does not show the data. Then we go in via reports and we find the data on my screen does appear but have to find a funny way to get there. once again, going via transactions to register the data is totally missing. How will i do a reconciliation of i can not see the data. Is this me or is it just typical thickbooks programming?

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I have a client that is asking me how to remove her credit card number from her QBO file since I took charge of her subscription? We cant find how to do it. so me guidance please 

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When I create a new User, or New Supplier. Search for them DOES not workQBO 'Support" is a waste of my time one hour on phone and they did not understand or resolveWhen I create a 'new User', or 'New Supplier'. Search for with name or phone DOES not find the 'new User', or 'New Supplier' that was in the search