How to Transfer QuickBooks Billing to Accountable Numbers

How to Transfer QuickBooks Billing to Accountable Numbers


Please ensure that you are logged in as the primary admin. Then, follow the steps below.
  1. Click on Settings (the gear icon) located at the top right corner.
  2. Choose Account and settings.


  3. Choose Billing and subscription.
  4. Click the Allow billing transfer to your accountant link.
  5. Choose Accountable Numbers.
  6. Click Allow transfer.

    • Related Articles

    • How to Give Accountable Numbers Access to Bank Accounts and Credit Card Websites

      Here are a few suggestions to facilitate a seamless and rapid transfer of data from bank, credit card, and e-commerce platforms. Add Accountable Numbers as a user to your online banking portal. Depending on your bank, you may have the option to grant ...

    • Email Template to Customers: Introducing Accountable Numbers

      The template below may be used by you to introduce Accountable Numbers to your customers/clients. Please feel free to use this as a starting point and tweak it to fit your business. We recommend sending this to to your customers so that if they ...

    • How to Add Accountable Numbers as an Accountant to QuickBooks Online

      Follow these steps. 1. Log in to your QuickBooks Online account as the company administrator. 2. Go to Settings ⚙ in the upper right and choose Manage Users. 3. Click the Accountants tab. 4. Enter amanda@accountablenumbers.com in the email address, ...

    • How To Set Up QuickBooks Payments

      QuickBooks Payments is a service that allows businesses to accept payments from customers in a variety of ways, including credit card, Paypal, Venmo, ACH Payments, and more. Click here to see the fee schedule for QuickBooks Payments. Note that ...

    • How to Create a Backup Company File in QuickBooks Desktop

      Here are the steps: Go to File, scroll down to Back Up Company and choose Create Local Backup. Choose the Local backup radio button, then click Next. Choose Save it now and click Next. Choose the location where to save the backup file and enter the ...