Nesteggg Accounting

  • Home
  • Services
    • Nesteggg Accounting
      • Payroll Services
      • Cannabis Accounting
    • Egggsact Tax, Inc.
    • Forms
      • Free Accounting Analysis
      • Business Services Agreement
      • New Corporation/LLC Request
      • New Account Setup
  • Contact Us

QuickBooks Online Accountant Trial Balance feature is being discontinued and effective on May 31, 2019

Notice of discontinuation of QuickBooks Online Accountant old Trial Balance feature.

Intuit’s QuickBooks Online Accountant Trial Balance feature is being discontinued and effective on May 31, 2019, the files or content entered by you and stored in the Trial Balance feature will no longer be available for access. Please access your account prior to this date to download and back up your files.

To access and download the files, please follow the steps below:

Log into your client’s QuickBooks Online account:

  1. Log into your QuickBooks Online Accountant account
  2. Access one of your clients’ QuickBooks Online account
  3. Update the url of the web page to qbo.intuit.com/app/legacytrialbalance
  4. Click Enter on your keyboard to view the Trial Balance feature

To download and backup the current files:

  1. Ensure that the tax year listed at the top of the page matches the year you want to archive
  2. Click the Finish review button in the top right corner
  3. Select Archive to ZIP in the drop-down list of options

As a reminder, the Trial Balance feature was replaced earlier this year by our new Prep for taxes feature. Prep for taxes still helps you find issues in your clients’ books and assists in mapping the accounts in QuickBooks Online to send to our integrated tax software, ProConnect Tax Online.

To learn more about Prep for taxes, simply navigate to it from your client list or from the Accountant Toolkit from within your client’s QuickBooks Online account and click Help.

If you have any suggestions or feedback about this enhanced feature, please click Feedback in the top right corner of the Prep for taxes page.

 

 

Recent Posts

  • Economy Opening… Stop… Start…
  • Road Map to Opening
  • Tried Calling?
  • Free Credit Reports
  • CA License Extensions for Cannabis Business
  • What Are Libraries Doing Now
  • Cannabis Markup to Remain the 80%
  • Time to Retire?

Archives

  • May 2020
  • April 2020
  • March 2020
  • February 2020
  • January 2020
  • December 2019
  • November 2019
  • October 2019
  • September 2019
  • August 2019
  • July 2019
  • June 2019
  • May 2019
  • April 2019
  • March 2019
  • February 2019
  • January 2019
  • December 2018
  • November 2018
  • October 2018
  • September 2018
  • August 2018
  • July 2018
  • June 2018
  • May 2018
  • April 2018
  • March 2018
  • February 2018
  • January 2018

Categories

  • Cannabis Compliant Accounting + Tax
  • NestEggg's Small Business HELP
  • News
  • Uncategorized

Stay Connected

Nesteggg Facebook

The Nesteggg Group ©2019
All Rights Reserved

Get in Touch

1127 St. Paul Ave
Tacoma WA 98421

1-(888) 987-NEST

accounting@nesteggg.com

Web Design & Maintenance by AquaZebra

constant contact

Copyright © 2021 · Executive Pro Theme on Genesis Framework · WordPress · Log in