As an accountant on the Partners program, using QBO, how do I add companies to my account?
I'm an accountant who joined your partners program recently, I connected with Quickbooks Online.
I've been using Cash Flow Frog for my own practice for a while and now I want to connect a few clients of mine so I can do their forecasts etc. I'm having some doubts regarding what is the best way to connect my clients. Can you offer some guidance?
Is there an app that helps import invoices to Quickbooks?
My client wants to add information on their Sales Invoices, it cant be added in the Description part, above the Customer Address.
He also needs to be able to have a section along the bottom with a disclaimer on it.
The Quickbooks invoice is limited and I wondered if there was an app that worked well to adapt the Quickbooks invoice or that you could import to Quickbooks?