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Level 2

Wasn't there an option in QBOA to set up client templates? Can't seem to find it.

 
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Best answer December 10, 2018

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Level 2

Wasn't there an option in QBOA to set up client templates? Can't seem to find it.

I see now. A little more research and I found out it was a lab option that qbo decided to ditch for some reason. Pity

View solution in original post

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Moderator

Wasn't there an option in QBOA to set up client templates? Can't seem to find it.

Hello rmrowel,

 

The function to allow accountants create templates for their clients are added under the Work menu. Let me show you how:

  1. Log in to your QuickBooks Online Accountant account.
  2. Select Work on the left menu and click the Manage templates button.
  3. Click the Create template button and enter the template name and details.
  4. Click the Add a task and select Save template.

If you're referring to something different, please let me know.

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Level 2

Wasn't there an option in QBOA to set up client templates? Can't seem to find it.

Thanks but that is not the type of template I was referring to.  I have a client that is considering bringing multiple entities into QBOA.  I was looking to create a standard chart of accounts etc that I could use with each one rather then having to start from scratch.  I realize I can import a spreadsheet but I thought there was a way to do this.

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QuickBooks Team

Wasn't there an option in QBOA to set up client templates? Can't seem to find it.

Hello there, rmrowel.

 

Thanks for getting back to us. I'm here to help and ensure that you're able to import Chart of Accounts (COA) for your clients in QuickBooks Online Accountant (QBOA). 

 

As of now, QBOA doesn't have any feature to automatically copy the company templates of COA from different clients. For the meantime, you can import an existing COA from a spreadsheet. 

 

Here's how: 

  1. Select the Gear icon.
  2. Under Tools, choose Import Data.
  3. Select Chart of Accounts.
  4. Make sure your file fits the requirements for import and has Account Type and Name fields.
  5. On the Import Accounts page, select the Browse button.
  6. Find and select the Excel file to import and select Open.
  7. Select Next to continue.
  8. Map your data and select Next.
  9. Adjust your data if necessary and select Import

For additional reference, you can check this article: How to import chart of accounts.

 

If you need further assistance with the steps, I recommend calling our QuickBooks Online Accountant Support Team. They have additional tools to pull up your account in a secure environment and do a remote session. 

 

I can see how this feature would be helpful for you, I'd recommend sending feedback directly to our product developers for future updates.


Here's how you can send feedback: 

 

  1. Click the Gear Icon.
  2. Select Feedback
  3. Click Next and choose Feedback under Category option.
  4. Select Save

If you any other questions about importing COA in QBOA, don't hesitate to click the Reply button below. I'm always here to help you out. 

 

Highlighted
Level 2

Wasn't there an option in QBOA to set up client templates? Can't seem to find it.

I see now. A little more research and I found out it was a lab option that qbo decided to ditch for some reason. Pity

View solution in original post

Highlighted
Level 2

Wasn't there an option in QBOA to set up client templates? Can't seem to find it.

A bit more research and I found it was a lab feature that qbo has discontinued. Pity. I guess that would make leaving feedback rather pointless. 

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