cancel
Showing results for 
Search instead for 
Did you mean: 
brittanysfloral1
Level 1

Please help!!! I need account to help me get my taxes ready. ALSO EXPORTING & IMPORTING DATA

ASAP

6 Comments 6
Enhearten_Finanancial
Level 2

Please help!!! I need account to help me get my taxes ready. ALSO EXPORTING & IMPORTING DATA

Hi,

What all are you needing done and what is your deadline?

JoesemM
Moderator

Please help!!! I need account to help me get my taxes ready. ALSO EXPORTING & IMPORTING DATA

Hello there, @brittanysfloral1.

 

As mentioned by Enhearten_Finanancial can you share more details of your concern? Any additional information or screenshots you can provide will help to ensure a timely resolution. 

 

Also, you can invite your accountant into QuickBooks so they can help you get ready with your taxes. Here's how:

 

  1. Select the Gear icon at the top, then Manage Users.
  2. Go to Accounting firms section to invite your accountant.
  3. Enter your accountant's email address and first/last name (optional). They will receive an email with a link for signing in to your company.
  4. They will be asked to create a user ID before signing for the first time unless they already have an account with Intuit Business Services.
  5. Until your accountant signs in, their status on the Manage Users page is "Invited." After accepting the invitation, their status changes to "Active."
  6. Click Next and Finish.

 

However, if you want to find an accountant to manage your books and provide suggestions based on what's more suitable for your business, you can find one by going to this link: https://quickbooks.intuit.com/find-an-accountant/.

 

Also, you can try our QuickBooks Live Bookkeeping. This will give you live, one-on-one support from a QuickBooks-certified bookkeeper who understands your business. You can use the in-product chat or schedule a video call during regular business hours.

 

To schedule an appointment:

  1. Select My Experts in the top-right menu. Under Live Bookkeeping, select Schedule my appointment.
  2. Fill in the required info and select an appointment time. When you’re finished, you’ll see a confirmation that your appointment is booked.

To message your bookkeeping team:

  1. Select My Experts in the top right menu. Under Live Bookkeeping, select Send a message.
  2. A chat window appears. Messages will automatically go to your bookkeeping team.

 

I'm including some articles that go over the process for preparing and filing taxes:

 

 

Let me know if you have any other questions. I'd like to make sure this is taken care of. Just add a comment below or mention my name. Have a good one.

 

brittanysfloral1
Level 1

Please help!!! I need account to help me get my taxes ready. ALSO EXPORTING & IMPORTING DATA

I NEED HELP PREPARING MY 2019 TAXES & QUICKBOOKS ORGANIZING. IMPORTING & EXPORTING DATA

brittanysfloral1
Level 1

Please help!!! I need account to help me get my taxes ready. ALSO EXPORTING & IMPORTING DATA

CANT FIND A CONSULTANT IN MY AREA

 

CharleneMaeF
QuickBooks Team

Please help!!! I need account to help me get my taxes ready. ALSO EXPORTING & IMPORTING DATA

Not to worry, brittanysfloral1. I'm here to ensure you're able to find an accountant near your area.

 

You can get in touch with our experts to help you prepare your 2019 taxes and organize your data. I recommend checking out this link: https://quickbooks.intuit.com/find-an-accountant/, to find one.

 

Once you found one, you can give access to your books and accounting info by following the steps shared by my colleague.

 

Aside from that, you can also get in touch with some of the US-based bookkeeping experts to help you manage and maintain your books with guaranteed accuracy.

 

In case you don't want your accountant to have access to your books anymore, you can remove them by following these steps:

  1. Sign in to QuickBooks Online as a master admin.
  2. Go to the Gear icon and then select Manage users.
  3. Select the Accounting firms tab.
  4. Find the accountant you want to remove.
  5. Select the small arrow drop-down arrow in the Action column and then click Delete.
  6. Once done, click on Delete to confirm.

 

Your success in finding an accountant is our top priority. Keep in touch with me if you have other QuickBooks concerns. This way, I'll be able to assist you further.

Fiat Lux - ASIA
Level 15

Please help!!! I need account to help me get my taxes ready. ALSO EXPORTING & IMPORTING DATA


@brittanysfloral1 wrote:

IMPORTING & EXPORTING DATA


https:// transactionpro.grsm.io/qbo

 

Need to get in touch?

Contact us