Solved: I accidentally changed account type and details type of an account
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If you’d like to give your accountant access to your company, see the steps below. You can also delete documents that you have changed, or replace outdated versions. To do so, select the dropdown arrow next to the Download link and select Delete.
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- After undo the process by selecting the right account type and detail type.
- You can also delete documents that you have changed, or replace outdated versions.
- From bookkeeping to strategic advising, accounting pros have the power to be a financial superhero for small businesses.
But the account’s run report function from charts of accounts show perfect balance.It’s worth to mention that the balance is a negative one.Thank you for your time and understanding in this matter. With access to your company, your accountant can review your books, make corrections, and collaborate on any issues. Accountant users have additional privileges that let them undo entire reconciliations, reclassify transactions, and write off invoices. They can also use accountant-specific tools to help you prepare for taxes.
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If you’ve connected an accountant user to your QuickBooks Online company, you can use the My Accountant page to communicate and collaborate with your accountant directly from within QuickBooks. Make it easier to view and access multiple client files and work how you’re most comfortable. quickbooks accounting Earn your Enterprise badge and add expertise to your firm and credibility to your marketing. Gain the skills and confidence to support your mid-market clients, all on your schedule. With Enterprise, your clients can customize solutions for success in their industry.
When your accountant sends you a request for a document or information, the request is displayed on your My Accountant page, from which you can view and respond to it. QuickBooks Online Accountant isn’t just a portal to your client’s books—it’s the one place to grow and manage your entire practice, at your pace. The Accountant Toolbox holds essential work tools, reports, and shortcuts inside your clients’ QuickBooks Online, so you can take actions without missing a beat. Close your clients’ monthly books with increased accuracy and in less time with new month-end review. You can download a document from this tab using the Download link in the Action column. Our latest tools automate everyday tasks, so you and your clients can focus on business.
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Since this isn’t your case, I’ll share some troubleshooting steps to solve this issue. We can start by logging out of your account and logging back in, as it will help refresh the data in your account. After refreshing your company file, I suggest reviewing the account in question to verify if it is correctly set up as an income account. Then, open your profit and loss report to see if it’s now showing correctly. As the topic said I accidentally changed an income account to a liability account. After undo the process by selecting the right account type and detail type.
- You and your accountant can use the Shared documents tab to manage the files you’ve shared with one another.
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