/Tag:QuickBooks Online

Bank Feeds in QBO (Accountant View or Business View) Which one is best for you?

This tutorial shows the major differences of views between "Business View" and "Accountant View" while working in the bank feeds in QuickBooks Online. When you are in the Accountant view you will see "add" but when you are in the Business view you will see "confirm" which could either mean confirm to add or confirm to match. Confusing I know, that is why I prefer the Accountant view 100%. Even if you are not an accountant I would almost always recommend changing your view to the Accountant View. To change view click on the gear icon and then select "Accountant View".

By | 2021-12-10T10:28:40-06:00 December 10th, 2021|QuickBooks Online|0 Comments

Reports-Only Users in QuickBooks Online

How to create reports-only users using QuickBooks Online Plus and Advanced. Understand how to set this up, step by step and see all the permissions a reports only user has. Get QBO risk free 30-day trial then 30-50% off next 12 months. https://quickbooks.intuit.com/partners/irp/?cid=irp-33189 E-mail your QuickBooks questions to [email protected] or schedule an intro call with Steve Chase at https://calendly.com/sequentiasolutions.com. Visit Sequentia Solutions website (www.sequentiasolutions.com) to view upcoming training classes on Excel and QuickBooks Online. Get a 30 day risk free QuickBooks Online trial then convert to a discounted subscription on your first 12 months. https://quickbooks.intuit.com/partners/irp/?cid=irp-33189

By | 2021-10-02T19:55:21-05:00 October 2nd, 2021|QuickBooks Online|0 Comments