Thank you .  The company the pro advisor works for sold QBO to them for half price and they don’t want to give up that deal so they’re trying not o make them mad.  Repeated emails and calls to the pro advisor have been unanswered .  

my immediate question is :  if I change acct number on transactions, will that mess anything up?  The pro advisor left the COA a mixture of this company’s COA and the COA automatically created by QBO so postings have hit accounts from both .  

on bank recs, we have acct linked to our bank but the auto download of bank transactions doesn’t work.  The pro advisor told the ofc manager she couldn’t get it to work but no further explanation.  What all do I need to check to try to get this to work ? 

I think they’d benefit from sub accounts and tags but I’d like to speak to an expert about this .  

I also think recurring entries should’ve been set up but they weren’t .  so I’m going to need to do that too.  

I had posted a previous question asking if there’s a way to recategorize all lines of a paid bill .  The batch options weren’t available to me .  

how do I see what version they have ? Do updates occur automatically and how do we know if there’s been an update ?

beginning balances aren’t all in so that’s gotta be done .

ive got to try to help them determine year end entries they need to make such as booking depreciation and interest .

we’ll need to close the books and they’ve never closed them so I need to speak to someone about that .

id like advice on what order to do all the tasks in.  

we can’t find where we are off on October bank stmt and need assistance with that .

they’re doing a LOT of double work by entering data into QB then in excel so I’ve got to figure out how to get data out of QB into excel OR how to write custom reports from QB that will meet their needs.  

I plan on becoming a pro advisor myself and would like to speak to someone about the best plan to accomplish this .  I have a Bach degree in accounting and  25 years experience in accounting and accounting software systems but have never used QB until now .  Their pro advisor kept telling the office manager to ‘read the manual ‘ rather than providing training which I DO NOT agree with , so theyve been performing tasks and not understanding they need checks and balances in place to check their work .

The way they’re creating monthly rental invoices seems bizarre to me so i need to speak to someone about this too. 

how can I get time scheduled with an expert at intuit ?  

thanks in advance for all your help