How to Update Billing, Subscription, and Firm Info in QuickBooks Online Accountant?

Being one of the widely used accounting software, QuickBooks is a mandate for managing the finances of your business. Be […]

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Being one of the widely used accounting software, QuickBooks is a mandate for managing the finances of your business. Be it a small-scale business or a large-scale business, QuickBooks can stand out as a great boon for looking after each minuscule need of your business’s financial needs.

Speaking of QuickBooks and how it fits perfectly for the accounting needs of your business, the QuickBooks Online Accountant software is the highlight of today’s discussion. You need to very well know the basics of QuickBooks Online Accountant.

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This article is intended for you to know all about how to update billing, subscriptions on your QuickBooks Online Accountant account. Also, yes, you would understand in this article how to check your firm’s info on QuickBooks Online Accountant.

The very step before you begin to learn about billing in QuickBooks Online is having a valid subscription on the software.

Once you have subscribed to the QuickBooks Online Accountant and have an active account here ‘show you can proceed next.

Update Billing and Subscription on QuickBooks Online Accountant

Step 1: The very step for updating billing and subscription on your QuickBooks Online Accountant is going to the gear-shaped icon representing Settings.

Step 2: Choose Subscriptions and billing.

Step 3: Tap on the Billing details tab.

Step 4: For updating your payment information, press on Edit billing information.

Step 5: Once you have clicked on the Edit billing information tab, it will open the Wallet List. From the Wallet List, you would be able to edit the payment method which you would use QuickBooks Online billing.

You can edit information such as expiration date, account holder name, billing address, etc.

Step 6: If you wish to use QuickBooks Online billing, consider adding a new payment.

Step 7: For the next step, you would need to switch QuickBooks Online billing to the stored payment method that you have previously saved. Once you have saved the change, the payment method will be shown on the Billing Details Tab.

In case, you possess more than one Intuit subscription, then you can make use of the Intuit Payment Wallet for addition and retrieving of all the payment methods that you have set for all your subscriptions.

Now if you wish to check your firm’s info or manage it on your QuickBooks Online Accountant account, the following section will help you for the same.

Checking Your Firm’s info on Your QuickBooks Online Accountant Account

Step 1: To begin with, checking your firm’s info or managing it on your QuickBooks Online Accountant account, choose the Intuit Account icon. You find the Intuit Account icon on the top right of your QuickBooks Online Accountant account.

Step 2: Tap on Manage your Intuit Account.

Step 3: Start making your required changes under the Sign-in & security section. Tap on Save.

Step 4: If you want to modify your personal information, you can navigate to the Personal info section and make the changes. Tap on Save.

Step 5: For letting the software, QuickBooks, know how to proceed with communicating with you, go to the Data & Privacy section and choose SMS Communications or Phone Communications.

Thus, it might be quite smooth for you to absorb now onupdating billing, subscription, or checking your firm’s info on your QuickBooks Online Accountant account. This article has laid out all the steps above for you to manage your QuickBooks Online Accountant account in a very hassle-free manner.

The entire software is pretty easy to navigate and manage and coming to updating billing, subscription, or checking your firm’s info on your QuickBooks Online Accountant account would not be a brain-hammer!

However, if you still feel this article did not help you enough to have a transparent understanding of the topic, you can get in touch with QuickBooks Experts.

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How can I have a Subscription to the QuickBooks Online Accountant?

If you wish to purchase the subscription of the QuickBooks Online Accountant, you must have a debit/credit card. The list of accepted cards for purchasing the subscription of QuickBooks Online Accountant is:

Visa
MasterCard
American Express
Discover

Make sure that the card you are using for the purchase must belong to a US-based billing address. The US territories are excluded from the cards you would use for the subscription purchase.

If you wish to have your QuickBooks Online Accountant account active, opt for monthly subscriptions. Advisably, you can go for purchasing the annual subscription on which you save 10%.

How can I View my Subscription info on the QuickBooks Online Accountant account once I have Purchased the Subscription?

If you wish to see your subscription info on your QuickBooks Online Accountant account once you have purchased the subscription, you need to:

Sign in to QuickBooks Online but make sure to login as a primary admin only.
Go to Settings and tap on Account and Settings.
Choose Billing & Subscription.
Check the information in each of the section.

Can I Check my Payment History in the QuickBooks Online Accountant account?

Yes, you can check your payment history in the QuickBooks Online Accountant account. To do this

Click on the QuickBooks Online tile
Choose View Payment History

The billing history will be shown to you that will include your last 6 months’ bills.

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You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

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How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

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Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

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Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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