Articles
Scoping Reports from QuickBooks
If you are unable to provide us access to your accounting system, please provide us with the following reports: Export the below reports to Excel on an Accrual Basis. Balance Sheet - YoY All Dates Date range: All Dates Columns: ...
Inviting PFLLC to Quickbooks Online
Inviting Precision Financial, LLC as a QuickBooks Online User (using QB@PrecisionFinancialLLC.com ) Download Here to Send to Others: Inviting Precision to QuickBooks Online Instructions 1. Click on the gear icon in the t...
Creating a QuickBooks Desktop Portable Copy
The Gold Standard of... Creating a QuickBooks Desktop Portable Copy 1 - Create a portable copy of the QB file. Instructions here: Create a portable company file. • Open QuickBooks and log in as an admin....