@Gary wiston 

¿Necesitas darte de baja y proteger tus datos históricos o si no?

You can add your bookkeeper to handle your accounting, Gary. I can provide the steps of doing so, while sharing another option for you.

If you want your bookkeeper to continue managing your books with QuickBooks, you can invite them by following the steps below:

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

After that, your bookkeeper will receive an email regarding the invitation. Once they accepted your request, the status on the Manage users page changes from Invited to Active. If your bookkeeper already has QuickBooks Online Accountant, they will receive a link to access your QuickBooks Online company. Otherwise, they need to register for free to use all of the features in your edition of QuickBooks Online.

Here’s an article for more details: Add accountant users in QuickBooks Online

However, you can cancel your QuickBooks Online subscription if you no longer want to use the program and deal with accounting. Before doing so, make sure to export reports, lists, and other data to keep a copy of them. Since you have read-only access for one year, check out this reference about the availability and export polices: What happens to my QuickBooks Online data after I cancel?

You can also read through these guides for future reference. From there, you’ll learn how to manage user roles, permissions, and know the tasks each user can do in the company.

• User roles and access rights in QuickBooks Online
• Add and manage users in QuickBooks Online

Reach out to me if you have any clarifications about removing a subscription or adding an accountant. I’m more than happy to answer them for you. Have a great week ahead.

Disclaimer: This is originally written in English and translated into Spanish using our tools.

1. Inicie sesión en QuickBooks Online como administrador principal.
2. Seleccione Configuración, luego haga clic en Administrar usuarios.
3. Presione la pestaña Contadores o Empresas contables.
4. Ingrese la dirección de correo electrónico de su contador, luego toque Invitar.

• Roles de usuario y derechos de acceso en QuickBooks Online
• Agregar y administrar usuarios en QuickBooks Online

Subject: Urgent: Validation of Payment and License Installation Issue

Dear QuickBooks Support Team,

My name is Karla Borges, owner of JK Business Group. I am reaching out regarding a payment of $2,100, made in April 2024 through your supplier, José Calderón (787-685-2532), for a QuickBooks Advisor Certification license. Unfortunately, I am facing the following issues:

1. Payment Validation: I need confirmation that the payment was received.
2. License Installation: The license does not appear in my account, and I am unable to install it.

As a business owner offering accounting and consulting services in Puerto Rico, it is crucial to resolve this matter promptly. Since QuickBooks does not manage payroll services for Puerto Rico, obtaining this certification is essential for my team of accountants to become certified advisors and expand our services to the U.S. market.

Additionally, the supplier has not been responsive, leaving me with no direct solution. I kindly request your urgent assistance in validating the payment and providing access to the license.

Thank you for addressing this matter promptly. I look forward to your swift response.

Best regards,
Karla Borges Arroyo
CEO, JK Business Group

Good afternoon, @JKAccounting. 

I appreciate you hopping back in on this thread. 

With the information you gave, I recommend contacting our Customer Support Team for further assistance. Here's how: 

1. Go to the Help icon in the top right-hand corner. 
2. Press the Contact us button. 
3. Enter your question and hit Let's talk. 
4. Scroll down and choose to Get a callback. 

It's that easy! I'm only a post away if you need me again. Take care! 

@JKAccounting 

What do you mean with QuickBooks Advisor Certification license? Is it related to QB Desktop Accountant Plus license?

necesito ayuda cuando estara disponible el dinero

Actualmente estamos configurando tu cuenta de comerciante, Bryan. Esto es lo que necesitas saber sobre el cronograma de depósitos de QuickBooks Payments.

Cuando procesas pagos con tarjeta de crédito con QuickBooks Payments, los depósitos se descargan en QuickBooks para agregar los fondos a tu cuenta.

Cuando usas QuickBooks Payments para manejar transacciones con tarjeta de crédito, los depósitos se sincronizarán automáticamente en QuickBooks, lo que reflejará los fondos en tu cuenta. Inicialmente, los primeros depósitos pueden demorar más mientras completamos la configuración de tu cuenta de comerciante. Puedes esperar que los primeros fondos se depositen dentro de los cinco días hábiles posteriores al procesamiento de tu primera transacción. Una vez que finalice la configuración de tu cuenta, los pagos futuros se depositarán mucho más rápido.

Para obtener más información, consulta este artículo: Descubre cuándo QuickBooks Payments deposita los pagos de los clientes.

También puedes consultar las Preguntas frecuentes sobre QuickBooks Payments: Preguntas frecuentes sobre los depósitos de QuickBooks Payments en QuickBooks Online.

Para futuras referencias, aquí hay una guía para garantizar que sus cuentas de QuickBooks se correspondan con las de la vida real: Conozca el flujo de trabajo de conciliación en QuickBooks.

Administrar eficientemente su flujo de efectivo es esencial. Si tiene alguna pregunta sobre el cronograma de depósito para el pago de su cliente, no dude en comunicarse con nosotros. Estamos aquí para garantizar que su experiencia al recibir pagos de clientes sea fluida y sin inconvenientes.

English translation:

We're currently setting up your merchant account, Bryan. Here's what you need to know about the QuickBooks Payments deposit timeline.

When you process credit card payments with QuickBooks Payments, deposits are downloaded into QuickBooks to add the funds to your account.

When you use QuickBooks Payments to handle credit card transactions, the deposits will automatically sync into QuickBooks, reflecting the funds in your account. Initially, the first few deposits may take longer as we complete setting up your merchant account. You can expect the first funds to be deposited within five business days after processing your first transaction. Once your account setup is finalized, future payments will be deposited much more swiftly.

For more info, check out this article: Find out when QuickBooks Payments deposits customer payments.

You may also want to check the FAQs for QuickBooks Payments: Common questions about QuickBooks Payments deposits in QuickBooks Online.

For future reference, here's a guide on ensuring your QuickBooks accounts correspond to your real-life ones: Learn the reconcile workflow in QuickBooks.

Efficiently managing your cash flow is essential. If you have any questions about the deposit timeline for your customer's payment, please don't hesitate to reach out. We are here to ensure that your experience in receiving customer payments is smooth and seamless.

A customer just paid by credit card, the money was taken from his card on a Saturday, when will it be available in the Quickbook account to be used?

Deposit speed in QuickBooks can vary based on the product you're using and the type of payment, Samuel. Allow me to provide further details about this. 

Standard deposits in QuickBooks are processed every day, except for Sundays, Thanksgiving, and Christmas. On the other hand, Instant Deposits are processed daily, without any exceptions. However, if you are a new user of QuickBooks Payments, please be aware that there will be an initial delay in depositing your payments since we'll set up your account.

If you'd like to check your deposit speed, please follow the steps below:

1. Open your QuickBooks Online account.
2. Go to the Gear icon, then select Account and settings.
3. Navigate to the Payments tab.
4. Review the Deposit Speed section.

Here's a screenshot for reference:

Additionally, credit card payments follow specific deposit times. If a payment is processed before 3 PM PT, the deposit occurs on the next business day. Payments processed after 3 PM PT are deposited within two business days. Since the payment was made on Saturday, expect the funds in your account by Tuesday or Wednesday.

For more details, please refer to this article: Find out when QuickBooks Payments deposits customer payments.

Additionally, if you're looking to enhance and streamline your financial workflow, consider partnering up with our QuickBooks Live Expert Assisted team. They offer expert guidance and are ready to help you optimize your financial processes, ultimately elevating your business operations.

Also, I'll include these articles you can bookmark if you want to learn more about managing customer-based payment in QuickBooks Online: 

• Void or refund customer payments
• Receive and process payments

If you need further help or have additional questions, please feel free to post or reply in this forum, Samuel. We're here to assist you and will respond promptly.

Hola tengo problemas para guardar las facturas no me lo permite 

Gradezco que te hayas unido al hilo, @0610. Veo que estás teniendo problemas para guardar tus facturas, y es crucial que esto se resuelva para que puedas seguir gestionando tu negocio. Vamos a repasar los pasos para resolver este problema.

Primero, es posible que esto sea un problema temporal del navegador. Te recomiendo acceder a tu cuenta a través del Modo Incógnito de tu navegador para verificar. Puedes presionar las siguientes teclas en tu teclado:

• Google Chrome: Ctrl + Shift + N
• Microsoft Edge: Ctrl + Shift + N
• Firefox: Ctrl + Shift + P
• Safari: Command + Shift + N

Luego, inicia sesión en tu cuenta de QuickBooks Online (QBO) y verifica que puedes guardar tus facturas sin problemas. Si esto funciona, limpia la caché de tu navegador para evitar tener este problema en el futuro.

Si esto no resuelve el problema y necesitas más ayuda a través de asistencia en vivo, aquí te explico cómo puedes contactar a nuestro equipo de Live Support:

1. Ve a Help (?) en tu cuenta de QBO.
2. Selecciona la pestaña Search.
3. Haz clic en Contact Us.
4. Elige Customer and vendor payments.
5. Selecciona Have us call you, Schedule appointment, o Chat with us.
   

    

Agradezco tu enfoque proactivo para resolver el problema. Espero que los detalles te ayuden a lograrlo y a retomar la gestión de tu negocio. Como siempre, estamos aquí en la Community si encuentras más problemas o tienes preguntas adicionales. Estamos comprometidos a ofrecer soporte continuo. ¡Cuídate!

Aviso Legal: Esto ha sido traducido utilizando Google Translate.

Disclaimer: This has been translated using Google Translate.

I appreciate you for joining the thread, @0610.  I see that you're having trouble saving your invoices, and it's crucial that this is resolved so you can continue managing your business. Let's go through the steps to resolve this issue.

First, it's possible that this is a temporary browser problem. I recommend accessing your account through your browser's Incognito Mode to verify. You can press the following keys on your keyboard:

• Google Chrome: Ctrl + Shift + N
• Microsoft Edge: Ctrl + Shift + N
• Firefox: Ctrl + Shift + P
• Safari: Command + Shift + N

Next, sign in to your QuickBooks Online (QBO) account and verify that you can save your invoices with no issues. If this works, clear your browser's cache to avoid having this problem in the future.

If this doesn't resolve the issue and you require further help through live assistance, here's how you can contact our Live Support team:

1. Go to Help (?) in your QBO account.
2. Select the Search tab.
3. Click on Contact Us.
4. Choose Customer and vendor payments.
5. Pick Have us call you, Schedule appointment, or Chat with us.
    

I appreciate your proactive approach in resolving the issue. I hope the details help you achieve that and resume managing your business. As always, we're here in the Community if you encounter further problems or have additional questions. We're committed to offering ongoing support. Take care!

Necesito hablar con representante en español por favor 

Hola Sandra.

En este momento, no contamos con un equipo de soporte dedicado en español. Sin embargo, quiero asegurarle que contamos con nuestros representantes de soporte en vivo para ayudarlo con cualquier pregunta o problema que pueda encontrar.

Antes de transferirte, también quiero informarte que el equipo de la Comunidad está aquí para apoyarte. Sería muy útil proporcionar una explicación detallada de las dificultades a las que se enfrenta. Haremos todo lo posible para satisfacer sus necesidades y asegurarnos de que reciba la ayuda que necesita.

Si está interesado en hablar directamente con uno de nuestros agentes de soporte en vivo, aquí tiene una guía personalizada sobre cómo hacerlo a través de su cuenta QBO:

1. Navegue hasta el ícono de Ayuda (?) en su cuenta QBO.
2. Seleccione la pestaña Buscar y escriba una palabra clave relacionada con su inquietud.
3. Busque la opción Contáctenos y haga clic en ella.
4. Luego verá opciones para conectarse con nuestro soporte en vivo. Puede seleccionar Hacer que lo llamemos para recibir una respuesta telefónica o Chatear con nosotros para iniciar una conversación de mensajería instantánea.

Incluyo este artículo que contiene videos paso a paso para ayudarlo a navegar por QuickBooks de manera más efectiva: Centro de videos instructivos.

No dudes si tienes más preguntas o necesitas ayuda adicional en el camino, Sandra. Estamos comprometidos a garantizar una satisfacción total y brindarle el mejor servicio posible.

Descargo de responsabilidad: esta traducción se realizó con Google Translate.

Disclaimer: This translation was performed using Google Translate.

____________________________________________________________________________

Hello, Sandra.

At this time, we don't have a dedicated Spanish support team. However, I want to assure you that we have our live support representatives to assist you with any questions or issues you may encounter.

Before I transfer you, I want also to inform you that the Community team is here to support you. Providing a detailed explanation of the difficulties you're facing would be very helpful. We'll do our best to accommodate your needs and ensure you receive the help you require.

If you're interested in speaking directly with one of our live support agents, here's a personalized guide on how to do so through your QBO account:

1. Navigate to the Help (?) icon in your QBO account.
2. Select the Search tab and type in a keyword related to your concern.
3. Look for the Contact Us option and click on it.
4. You'll then see options to connect with our live support. You can select either Have us call you for a phone response or Chat with us to start an instant messaging conversation.

I'm including this article that contains step-by-step videos to help you navigate QuickBooks more effectively: How-to video center.

Please don't hesitate if you have further questions or need additional help along the way, Sandra. We're committed to ensuring complete satisfaction and providing you with the best service possible.

Nesecito ablar con un representante en español tengo un problema con la incripcion que ise

Es un placer ayudarte a conectarte con nuestro equipo de soporte telefónico, @Tengo. Tenga la seguridad de que pueden ayudarle con el problema de registro que esté encontrando.

Antes de dirigirlo a nuestro equipo de soporte, ¿podría brindarnos más detalles sobre su inquietud? Siéntete libre de escribir en español aquí en la Comunidad. Usamos traductores para asegurarnos de que estamos en la misma página.

Por otro lado, actualmente no contamos con un equipo de soporte en español; sin embargo, siempre puede solicitar un traductor al representante para que le ayude a abordar sus inquietudes.

Siga los pasos a continuación sobre cómo conectarse con ellas:

1. Haga clic en el menú Ayuda.
2. Continúe con la pestaña Asistente.
3. Escribe "contactar con soporte técnico" en el cuadro de chat y presiona Intro.
4. Haga clic en Contactar con un humano y luego seleccione Chat en vivo o Devuélveme la llamada.
5. Ingrese una breve descripción de su inquietud y haga clic en Continuar.
6. Elija entre Devolución de llamada o Chat.

Por favor, consulte sus horarios de atención para poder comunicarse con ellos en el horario que mejor se adapte a sus necesidades dentro de los períodos disponibles.

También puede consultar este artículo: Categorizar transacciones bancarias en línea en QuickBooks Online. Este recurso puede ayudarle a organizar las transacciones bancarias descargadas automáticamente desde sus fuentes bancarias.

Siempre puedes venir a la Comunidad cuando encuentres desafíos. El equipo de la comunidad está aquí para apoyarte.

English Translation:

It's my pleasure to help you connect with our phone support team, @Tengo. Rest assured, they can assist you with the registration issue you're encountering.

Before I direct you to our support team, could you please provide more details about your concern? Feel free to write in Spanish here in the Community. We use translators to ensure we're on the same page.

On the other hand, we currently do not have a Spanish support team; however, you can always request a translator from the representative to help you address your concerns.

Please follow the steps below on how to connect with them:

1. Click the Help menu.
2. Proceed to the Assistant tab.
3. Type "contact support" in the chat box and press Enter.
4. Click Contact a human, then select Live Chat or Call me back.
5. Input a short description of your concern and click Continue.
6. Choose between Callback or Chat.

Kindly check their support hours so you are able to reach out to them at a time that works best for you within their available periods.

You can also check this article: Categorize online bank transactions in QuickBooks Online. This resource can help you organize the automatically downloaded bank transactions from your bank feeds.

You can always come to the Community whenever you encounter challenges. The Community team is here to support you.

Como puedo tener acceso al curso de quickbooks

La capacitación y los exámenes de certificación de QuickBooks Online (QBO) son gratuitos para los profesionales de contabilidad, @Jeanne251. Estaré encantado de ayudarte a recorrer este proceso a medida que das los siguientes pasos para convertirte en un experto en QuickBooks.

Antes de continuar, sepa que los usuarios habituales de QBO no son elegibles para obtener la certificación. Para calificar para los cursos y la capacitación, deberá registrarse en una versión QBO Accountant.

Una vez que se haya suscrito, navegue hasta el menú de ProAdvisor para comenzar los cursos y exámenes de certificación. Estos son los pasos para comenzar:

1. Vaya al menú ProAdvisor y luego a Capacitación.
2. Haga clic en el botón Comenzar a aprender.
3. Seleccione la pestaña Aprender.
4. Elige los cursos que te interesen.
5. Haga clic en el botón Iniciar para embarcarse en su viaje.

Para obtener instrucciones más detalladas, consulte este artículo: Regístrese en los cursos de certificación de ProAdvisor y QuickBooks.

El programa ProAdvisor ofrece recursos valiosos para ayudarlo a desarrollar su carrera como especialista en QuickBooks. Con capacitación diseñada para prepararlo para la certificación, encontrará todo lo que necesita para tener éxito. Para obtener más información, consulte los siguientes artículos:

• Preguntas frecuentes sobre la capacitación y certificación de ProAdvisor.
• Actualizaciones de exámenes y cursos de certificación ProAdvisor.

Déjame saber si tienes más preguntas sobre los cursos y certificaciones en QuickBooks. Estaré encantado de ayudarte. ¡Cuidarse!

English Translation:

The QuickBooks Online (QBO) Certification training and exams are free for accounting professionals, @Jeanne251. I'll gladly help you navigate this process as you take the next steps toward becoming an expert in QuickBooks.

Before proceeding, please know that regular QBO users aren't eligible to take the certification. To qualify for the courses and training, you'll want to sign up for a QBO Accountant version.

Once you’ve subscribed, navigate to the ProAdvisor menu to begin the certification courses and examinations. Here are the steps to get started:

1. Go to the ProAdvisor menu, then Training.
2. Click the Start learning button.
3. Select the Learn tab.
4. Choose the courses that interest you.
5. Click the Start button to embark on your journey.

For more detailed instructions, please check this article: Sign up for ProAdvisor and QuickBooks certification courses.

The ProAdvisor Program offers valuable resources to help you build your career as a specialist in QuickBooks. With training designed to prepare you for certification, you'll find everything you need to succeed. For more information, please refer to the following articles:

• Frequently Asked Questions about ProAdvisor training and certification.
• ProAdvisor certification course and exam updates.

Let me know if you have further questions about the courses and certifications in QuickBooks. I’ll be happy to assist you. Take care!