Question (5): A great feature of QuickBooks Online is that there are other lists you can utilize to make it easier to fill in forms. Step 2: Select the client company from the Client Switcher drop-down in the green header bar. What are the missing steps to get you to the screen to edit the address for your client?.Select the Pencil icon in the Address section of the Company tab You’ll see the client company dashboard.Sign in to your QuickBooks Online Accountant account.Question (4): Your client has moved and needs you to modify the business address of the company in QuickBooks Online. What other option is available to them, and wherein QuickBooks Online can they sign up for QuickBooksPayments?Īnswer: There is another plan which means the customer pays the transaction charge In the Billing and Subscription tab of Account and Settings. Question (3): Your client doesn’t want to pay a monthly fee for their QuickBooksPayments merchant account. Starting at the QuickBooks Online Dashboard, which option would complete the following steps?.In the Other preferences section, select the option to warn if a duplicate check number is used and warn if a duplicate bill number is used. Under Your Company, select Account and Settings.Question (2): Your client has asked you to turn on warnings for duplicate checks and bill numbers in their QuickBooks Online company. Step 3: From the drop-down list, click on the Online invoice. _ to ensure that Attach invoice as pdf is unchecked Can you identify the missing steps?._ and scroll down to the Online delivery section.Select the Gear icon, and select Account and Settings, under the Your Company column). You now need to enable this feature in the new client company you’re setting up. Online Invoicing even allows for customer queries via online messages directly linked to the invoice. Clients can use Online Invoicing, which will track when they’ve been viewed and paid. Question (1): QuickBooks Online has some great features.
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