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3
3bfm
October 15, 2023
Question

clean up my book for taxes

  • October 15, 2023
  • 1 reply
  • 15 views

hi I need some urgent help preparing my bookkeeping for taxes. My case is a bit complicated and this is a new business. I was told to put together a lost and profit and also classify my expenses and income on quickbooks. Even though I connected my bank to my QB account, I'm so lost and don't know where to start. Please help

 

THanks

1 reply

AlverMarkT
AlverMarkTModerator
Moderator
October 15, 2023

Hi, @3bfm.

 

I appreciate you've successfully linked your bank account with QuickBooks Online (QBO). With this, preparing your books for paying taxes would only take a few more processes with the help of an accountant. With access to your company, your accountant can review your books, categorize your transactions correctly, and collaborate on any issues.

 

I recommend you find an accountant near you and add them to your QBO account. Let me guide you on how to add an accountant user in QBO when you find one:

 

  1. Sign in to QBO as a primary admin.
  2. Select Settings, then select Manage users.
  3. Select the Accountants or Accounting firms tab.
  4. Enter your accountant’s email address, then select Invite.

 

Once done, feel free to check out the guides here about categorizing your financial transactions and preparing your books before filing taxes:

 

 

Please let us know if you have updates about preparing to file your taxes or further concerns about QBO transactions. We're always here to assist you.

 

3
3bfmAuthor
October 16, 2023

Thanks a lot @AlverMarkT 

 

I took your advice and been talking to accountants this evening to find a good fit. One of the potential accountants ask me for access to my quickbooks. However I want to give him limited access for obvious confidential and privacy reasons. How do I send him an invite but make sure he can see what my profile looks like but not have access to make changes?

 

Any help input is appreciated

J
JuliaMikkaelaQ
Level 2
October 16, 2023

Thanks for reaching back, @3bfm. Rest assured that I'll be here to guide you on how to set up limited access to your potential accountants.

 

Since my colleague already provided you the steps to send an invite, I'll walk you through how to manage user roles in QuickBooks Online. Accountants have full access to your data. However, you can set your accountants as standard users to limit their access to your account.

 

Here's how:
 

  1. Go to the Gear icon.
  2. Under Your Company, select Manage Users.
  3. Find the accountant you want to edit, then click Edit in the Action column.
  4. Change the user roles from the Roles dropdown.
  5. Select the account management settings you want to manage.
  6. Click Save.

 

Check out this article for more details: User roles and access rights in QuickBooks Online. 

 

Also, I'll be adding this handy article to help you ensure your data stays accurate inside QBO: Run reports in QuickBooks Online.

 

Feel free to visit the Community space or comment below if you have other QuickBooks-related concerns. We'll be here to help you. Have a great day!

 

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