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Accountant tab in quickbooks desktop |
QuickBooks Accountant Desktop: Review for Accounting Firms
Since you're using the regular version of QuickBooks, the option is not available on your end. If you want to use the accountant version of QuickBooks, you can install and activate it. This should not be this hard.
I have spent hours and hours talking to many different people at Intuit. I already knew that I needed an accountants version of desktop - but was told I wouldn't need that. I just needed to be added as an external accountant even though I'm the CFO.
Why would your CFO not want to see the accountants tab and have access to the added features? Absolutely ridiculous. And, of course, when you are set up as the external accountant, you lose full access. What the heck Intuit? Why is it that I, and so many other people, know more than the people actually working at Intuit??? Since the error persists even after purchasing the Accountant version, you can run some data checkup to verify fatal errors on program.
Here's how:. If you see a specific error message, you can search for it in our QuickBooks Desktop support site for specific ways to resolve it. If you see Your data has lost integrity , it indicates data damage. That said, you'll have to rebuild the program to correct the problem. If the issue persists, I'd recommend reaching out to our Phone Support team to have this investigated.
Once everything's fine, you can check this article for more information about the accountant's copy: Use the Accountant's Copy. Thanks for joining this thread. Let me explain why you don't have the Accountant menu on your QuickBooks Desktop. There are different versions of the QuickBooks Desktop for Windows. The QuickBooks Desktop Accountant is designed for accountants and this is the only version that has the Accountant menu. Also, check these links if you need more self-help articles and how to set up your company in QuickBooks Desktop:.
I'm more than happy to work with you again. Let me know if you need more help in navigating QuickBooks Desktop and I'll get back to you again. By clicking "Continue", you will leave the community and be taken to that site instead. Enter a search word. Turn off suggestions. Enter a user name or rank. Turn on suggestions.
Showing results for. Search instead for. Did you mean:. Connect with and learn from others in the QuickBooks Community. Join now. How can I get it?
I am the Master Admin for my account. Level 1. I don't have the My Accountant menu tab. Labels: QuickBooks Online. Reply Join the conversation. Feel free to post here again. Have a great day. Level 2. I don't have this tab either, where can I find it? Joshua R. QuickBooks Team. Hey there, CherylWieczorek Welcome to the Community, congrats on your first post! Hello there, merlidatorres. Optionally, set a template preference to include the Past Due stamp on emailed or printed invoices.
Make a decision invoice-by-invoice to turn off the visibility of the Past Due stamp on the selected invoice when printed or emailed. Available With: Accountant and Enterprise Unlock this and other accountant tools while onsite with your clients, using QuickBooks Pro and Premier and using your Accountant ToolBox access. Features: The new Merge Vendor feature provides a consolidated window to efficiently identify and merge duplicated vendor records.
Select up to four individual vendor records, designate one as the master record and merge them together. Optionally, update vendor record fields on the master record before merging. Note: Specific vendors that cannot be selected for a merge include: Tax authorities, vendors that have been paid using online banking, payroll service vendors and vendors with direct deposits.
Features: Efficiently work with transactions that require repeating rows of information. New keyboard shortcuts will save time. Features: With the simplicity of a click, users can toggle displayed reports between Cash or Accrual Basis. Features: New search box on the chart of accounts window makes it easier to find and select a chart of account or sub-account by typing an account number, account name or partial words of an account name.
Searching is easier and more convenient than having to scroll through a long chart of accounts list. Security includes signing in with your Intuit ID account. And, there are no bank accounts. Enter your bank accounts information.
Including the name, account number, routing number, etc. Click on the Account button in the lower left-hand corner then select New. Like you did when creating the checking account. You can click this drop-down and select a different account type if you selected the wrong type on the previous page.
Enter a name for your account. Click the blue OK button. I also have Professional Liability Insurance. Select the main account from the drop-down. Select the account you want to rename.
Then click on the Account button in the lower left-hand corner and select Edit Account. The next screen will look like the one you saw when creating an account. Except that the information for the account is already populated. The Preferences pop-up will appear. On the left-hand side select Accounting. On the right-hand side select the Company Preferences tab. Select the account you want to add an account number to.
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