Adding your Accountant as a User to QuickBooks Online

So, how do I add my accountant as a user on my QuickBooks Online file?  It is relatively easy to do this.  One of my customer’s had a problem. Her CPA never received the invite to view her QuickBooks Online file.  The CPA’s firewall blocked it as spam.  We tried sending it to his personal gmail […]

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Various hidden features QuickBooks Online

Just like this kitty (who thinks he is hiding), there are some hidden things in QuickBooks Online that I want to bring your attention to.  One is the button that hides the left toolbar.  The other is how to show deleted list names/items.  This short video will take you through the steps to show you […]

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Billable Expenses in QuickBooks Online Plus

Billable Expenses! I cannot get them to show on my customer’s invoice? Why? This is a topic I see over and over again in the Intuit Community Forum. Well, as you will see in this video, it could be one of several reasons:Check your settings under gear wheel>account and settings>expenses.  Make sure you have the […]

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Real Estate-Property Management steps to close the year

Yes, most steps are the same for real estate or property management firms as with other businesses.  See my earlier post with the checklist here.  But there are other accounts that need review.  Reconciliation is key for making sure your records are accurate.  As well as checking your prepaid rent account, credit card accounts, etc. […]

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