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Happy Wednesday and welcome to another Top 5! This time around, we will be focusing on a new topic...Account Management. Today, we will be covering some of the most asked questions regarding this topic; such as how to invite your accountant, finding your license number, deleting an account from the chart of accounts & more. So make sure to go grab a cup of coffee and keep reading if you’re interested in learning more.
Let’s dive into it!
That’s a great question so let’s take a look!
To invite your accountant within your QuickBooks online account you’ll need to:
- Sign in to your QuickBooks Online company.
- Click on the Settings Gear Icon > Manage Users.
- Go to the Accountants or Accounting Firms tab.
- Enter your accountant's email address and first/last name (optional).
- Click Invite. They will receive an email with a link for signing in to your company.
- They will be asked to create a user ID before signing in the first time unless they already have an account with Intuit Business Services.
- Until your accountant signs in, their status on the Manage Users page is "Invited." After accepting the invitation, their status changes to "Active."
- Click Next and Finish.
And that’s all there is to it. For more info on what happens once you invite your accountant, make sure to check out this article.
You can do this very easily and quickly within your QuickBooks Desktop account. Let me walk you through it! You can locate your license number by opening your account and pressing the F2 key. That will open a Product & Information window.
One thing to note is that QuickBooks Online accounts don't have a license number, they have a Company ID(CoID). You’ll be able to find your CoID on your Billing & Subscription page by following these steps:
- Click the Gear icon.
- Choose Account & Settings.
- Select Billing & Subscription on the left. The Company ID will be displayed at the top.
That should do it!
I’m so glad you asked! Let’s take a look.
One thing to note is that the option to do a batch delete is only available for bank feeds transactions that are yet to be added in QuickBooks. Here is how you can go about doing this within your QuickBooks Online account:
- Click the Banking menu.
- Select the correct account.
- Go to the For Review tab then mark the items you're deleting.
- Click the Batch actions button (or a pop-up banner with options will appear).
- Choose Exclude Selected.
- Once done, go to the Excluded tab.
- Mark the transactions again then click the Batch actions button (Or a pop-up banner with options will appear).
- Click Delete.
You should now be good to go.
However, if you're wanting to delete Chart of Accounts transactions, you will need to delete them one at a time.
For more resources and info on voiding and deleting transactions in QuickBooks Online, make sure to check out this article here.
Great question!
Let me show you can delete accounts in QuickBooks Online that are no longer in use. Something to note is that deleting accounts won’t erase your transactions, so your reports won’t change. You also have the option to restore deleted accounts at any time, which should help ease any hesitancy you may have.
To delete an account, you’ll want to follow these steps:
- Click on the gear icon at the top.
- Under Your Company section, select Chart of Accounts (COA).
- Look for the account that you want to delete.
- In the Action column, choose the drop-down then click Delete (or Make Inactive).
- Click Yes when asked if you want to delete.
Once you delete an account, it will be removed from the Chart of Accounts. The good thing is, you can filter the Chart of Accounts page to include inactive or deleted accounts.
To do so you’ll want to:
- Click Accounting from the left menu.
- Click the gear icon above the Action column.
- Put a checkmark in the Include inactive box.
- Once done, search the deleted account in the search bar.
That’s all there is to it!
If you're trying to Make Active a client's company in your QBOA account, please refer to the steps below:
- Login to your QBOA account.
- Click Clients under YOUR PRACTICE on the left menu.
- Look for the client's company and click Make Active under the ACTIONS column.
However, if you're referring to a customer in your QBO account, here's how you can reactivate your client:
- On the left pane, click Sales.
- Select the Customers tab.
- Click the Gear icon above the ACTION icon.
- Put a mark next to Include inactive.
- Find the customer and click the Make Active link in the ACTION column.
That’s it!
I hope you enjoyed this top 5 and got some useful information out of it. As always, please feel free to let us know if you have any other questions here in the Community. See ya next time!
