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Add your Accountant to QBO
It's always a good idea to give your accountant direct access to QBO. If not for bookkeeping and/or reconciliation purposes, then your accountant should have access to your QBO file because they know what they need and how to get it for tax preparation and/or planning purposes, they can review data entered for accuracy and compliance and make adjustments as needed, and they know how to fix things easier and quicker. Adding your accountant to QuickBooks Online (QBO) is easy! F
Carrie Wissinger
1 day ago1 min read


QBO Tip: Attach Statements
QBO Tip: Attach your bank statements in QBO when you are done reconciling your bank and credit card statements
Carrie Wissinger
Jan 191 min read


Who Really Needs to Work with a Bookkeeper?
Bookkeeping truly is more than just recording income and expenses. A good bookkeeper helps a business with their cash flow and financial...
Carrie Wissinger
Mar 9, 20251 min read
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