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Ahmad-Haidary
Level 1

hello, how can I change my account from business view to accountant view?

how can I change my account from business view to accountant view?

1 Comment 1
Aldren18
QuickBooks Team

hello, how can I change my account from business view to accountant view?

I can assist you in changing your view preference to an accountant's view, Ahmad. I've tailored the steps below so you can access the more detailed financial management for you.

 

Transitioning between Business and Accountant views in QuickBooks Online (QBO) is a simple and seamless process, ensuring a smooth user experience.

 

Here's how:

 

  1. Log in to your QBO account.
  2. Click on the Gear icon located in the upper-right corner of the screen.
  3. At the bottom of the prompt screen, hit on the highlighted Switch from Business view to Accountant view option.

 

After switching, you'll receive a confirmation message indicating you're now in Accountant view. Rest assured, this change won't impact your accounts or data, and you can revert to Business View at any time by following the same simple steps.

 

I've included screenshots below for your reference:

 

image_480.pngimage_480.png

 

For a more detailed walkthrough and deeper understanding of the differences between these views, check out this informative article: Switch between Business and Accountant View in QBO.

 

Moreover, I'd love to share these insightful resources to help you optimize your financial record-keeping and report customization. These articles delve into best practices for reconciliation processes and provide comprehensive guidance on creating robust financial statements and analysis reports:

 

 

You can always revisit this forum if you have more questions about switching views in the system. Reply to this post or create a new one. I'm delighted to have been of service.

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