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Post Info TOPIC: Quickbooks Online query


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Quickbooks Online query


Hi all

I am a QBO pro advisor but only use it for a couple of clients who had the software already when I took them on.

They have opened 3 new limited companies and want me to set up new quickbooks for them.  I am not prepared to pay their fees, slow payers. I will insist they pay by D/D.  So a silly question but how do I set up the QBO for them as I cannot set up their D/D?

 



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Master Book-keeper

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Hi Sherry, welcome to the forum

I would get them to set up the QB accounts and give you access, which I presume is how you did it the previous ones.

As an aside, if they are slow payers, could you get them on to monthly standing order or DD?  I try to do that with all my Ltds.



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John 

 

 

 Any advice given is for general guidance and professional advice should be sought applicable to your circumstances.



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Leger wrote:

Hi Sherry, welcome to the forum        thank you

I would get them to set up the QB accounts and give you access, which I presume is how you did it the previous ones.      No, they want me to do it.  Must be some way to do it, their previous Accountant did it.

As an aside, if they are slow payers, could you get them on to monthly standing order or DD?  I try to do that with all my Ltds.    bookkeeping fees vary.   Besides does not help if cash is not there.


 



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Sherry wrote:
Leger wrote:

Hi Sherry, welcome to the forum        thank you

I would get them to set up the QB accounts and give you access, which I presume is how you did it the previous ones.      No, they want me to do it.  Must be some way to do it, their previous Accountant did it.

As an aside, if they are slow payers, could you get them on to monthly standing order or DD?  I try to do that with all my Ltds.    bookkeeping fees vary.   Besides does not help if cash is not there.


 


The words that you are looking for are "And this is my problem how?"

If they want something but they cannot pay for it then they can't have it. Simples.

You say that these are three new companies but then you say that their previous accountant was able to set them up on QB? Think that something got lost in translation there? Was it a different company the accountant set them up for. Also are perhaps the payment issues perhaps the reason that they no longer act for this client?

Simple business lesson for your client... You want something, you pay for it.... Right, where do I send the bill to for that advice, lol.

Welcome to the forum,

Shaun.

 

 



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Shaun

Responses are not meant as a substitute for professional advice. Answers are intended as outline only the advice of a qualified professional with access to all relevant information should be sought before acting on any response given.



Master Book-keeper

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Date:

Sherry wrote:
Leger wrote:

Hi Sherry, welcome to the forum        thank you

I would get them to set up the QB accounts and give you access, which I presume is how you did it the previous ones.      No, they want me to do it.  Must be some way to do it, their previous Accountant did it.


 


 Only other thing I suggest is that you use a remote log in program such as anydesk,  invite them to your screen and they enter the bank details.  Alternatively visit their office and set it up there with them entering the bank details, but charge them for your time!  Shaun's on the mark though, we do our best to help our clients but they've got to help themselves as well.

As a suggestion, tell them that they need to pay your invoices on time otherwise they go on stop until paid. 



-- Edited by Leger on Saturday 3rd of July 2021 11:56:50 AM

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John 

 

 

 Any advice given is for general guidance and professional advice should be sought applicable to your circumstances.



Member

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You choose the 'Direct discount (bill your client) option at set up. Might be worth choosing wholesale though as there is an off er on - pay £12 instead of £30, then bill them £30 for a year in advance plus your set up fees of course.

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Newbie

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Date:

Leger wrote:
Sherry wrote:
Leger wrote:

Hi Sherry, welcome to the forum        thank you

I would get them to set up the QB accounts and give you access, which I presume is how you did it the previous ones.      No, they want me to do it.  Must be some way to do it, their previous Accountant did it.


 


 Only other thing I suggest is that you use a remote log in program such as anydesk,  invite them to your screen and they enter the bank details.  Alternatively visit their office and set it up there with them entering the bank details, but charge them for your time!  Shaun's on the mark though, we do our best to help our clients but they've got to help themselves as well.

As a suggestion, tell them that they need to pay your invoices on time otherwise they go on stop until paid. 



-- Edited by Leger on Saturday 3rd of July 2021 11:56:50 AM


 

 John's advice for Sherry is perfect. Thank you John for your good thoughts. We can also do the same whenever this situation arise.

 



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