I have an update that can actually help. I found that you have to be logged in as the Master user in the accountant realm to set this up. My feeling based of of...
It would be helpful if you could answer the persons question. I have that question also. But I'm trying to set it up for a client as an accountant user. I can't...
QuickBooks is not meant to be a project management software, although they have built a system for it. That works 'good enough'. QuickBooks spent a lot of money...
Your data doesn't have to be lost. You can convert QBO data to QBDT, or you can pull the entire GL into MS Excel or Google Sheets. There are ways to pull the da...
