Quickbooks Online Tips & Tools

Quickbooks Online (QBO) is one of the most popular accounting softwares there is. It offers all the tools a business, their bookkeeper, & their accountant can need. Visit QBO to find out more about their products and prices.

Learn how to grant (and remove) bookkeeper and/or accountant access to your QBO account.

With access to your company, your accountant and bookkeeper can review your books, make corrections, and collaborate on any issues.

These users have additional privileges that let them undo entire reconciliations, reclassify transactions, and write off invoices.

Regular accountant users don’t count toward your QBO plan usage limit.

Learn how to view your financial reports through QBO at your convenience.

Quickbooks Online (QBO) offers many different report options, such as:

  • Profit & Loss Statement
  • Cash Flow Statement
  • Income Statement
  • Balance Sheet Summary
  • Sales Tax Report
  • Accounts Receivable Report
  • Invoicing Report
  • Payroll Summary Report

Additional Tips & Tools

Some banks allow companies to create read-only (or view-only) users for their accounts.

Learn more about read/view-only access.

You can’t avoid taxes. We’ve compiled some links and details here to help you navigate the CRA.

Contact Us

Solid Sums Bookkeeping Inc serves Barrie, Clearview, Collingwood, Thornbury, Wasaga Beach, and the surrounding areas.

Contact us for more information or to set up a free consultation.

info@solidsums.com
(705) 443-1716
Clearview, ON

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