ACCOUNTING SUPPORT
Whether you’re just getting started with QuickBooks Online or have a specific question about your books, this resource is here to help. Below you will find step-by-step video guides for the most common tasks our clients ask about, from connecting your bank accounts to running reports and reconciling at year-end.
Can’t find something you’re looking for? Reach out to your DHA contact directly or email us at cpa@dha-cpa.com for support. We’re always happy to help.
Quick Links
QBO Resources
QuickBooks Online: Getting Started
A quick tour of the QBO dashboard covering where to find key features so you can start managing your business finances right away. Great for brand new users.
How to Invite Your Accountant to QBO
Step-by-step walkthrough for giving your DHA accountant access to your QuickBooks company file. This is the first thing new clients need to do when getting started with us.
Before you start: You must be the Primary Admin or Company Admin on the account to complete these steps.
1. Sign in to your QuickBooks Online account at quickbooks.intuit.com
2. Click the Gear icon (⚙) in the top right corner of the screen
3. Select “Manage Users” from the dropdown menu
4. Click the “Accounting Firms” tab — this is separate from the regular Users tab and does not count toward your user limit
5. Click “Invite” and enter your accountant’s email address — for DHA clients, send to your DHA contact’s email address
6. Click Save — QuickBooks will send an email invitation to your accountant
7. Let your DHA contact know the invite has been sent so they can watch for it
Once your accountant accepts the invitation, their status will change from “Invited” to “Active” on your Manage Users page.
Helpful tips:
• You can invite up to 2 accounting firms on most QBO plans
• If you don’t see the Accounting Firms tab, try opening QBO in a private/incognito browser window
• If your accountant doesn’t receive the invite within a few minutes, check that the email address is correct and use the Resend Invitation option
How to Connect Accounts to QBO
Covers how to link your bank and credit card accounts to QuickBooks Online — the fastest way to accurately record your company’s financial transactions.
How to Categorize Transactions in QuickBooks Online
Walks you step-by-step through how to find, review, and categorize transactions in the latest QBO interface.
How to Categorize Credit Card Transactions
Covers how to categorize credit card transactions in QBO to track expenses, reconcile accounts, and keep your books accurate.
How to Run a Profit & Loss Report
Covers all the basics you need to run a P&L in QBO — the report your DHA team will reference most during reviews.
How to Reconcile Your Bank Account
Shows how to reconcile your bank account and fix discrepancies using both the classic workflow and the newer QBO interface.
How to Reconcile Year-End Accounts
Walks through the essential steps to efficiently reconcile year-end accounts in QuickBooks Online. Helpful before sending year-end files to your DHA team.
Sales
How to Use QuickBooks Payments to receive payments
Walks through how to set up and use QuickBooks Payments to collect money from customers. Useful for clients who want to streamline how they collect and record incoming payments before your DHA team reviews their financials.
How to create a sales receipt in QBO
Walks through how to record a sales receipt in QuickBooks Online when a customer pays at the time of sale. Useful for clients who collect payment upfront (no invoice) and want transactions recorded correctly before sharing their books with the DHA team.
Vendors
How to add vendors to QBO
Walks through how to set up and manage vendors in QuickBooks Online. Helpful for clients getting their books in order before sharing files with the DHA team, ensuring all vendor records are complete and accurate.
How to record and print checks in QBO
Walks through how to record and print checks in QuickBooks Online. Helpful for clients who pay vendors or expenses by check and want those transactions properly recorded before sharing their books with the DHA team.
Payroll
How to use QBO Payroll for your business
A step-by-step overview of setting up and using QuickBooks Online Payroll. A great starting point for clients new to QBO Payroll who want to get their payroll process running smoothly before working with the DHA team.
How to connect your bank to QBO Payroll to pay taxes and employees
Walks through how to link a bank account to QuickBooks Online Payroll. An important setup step for clients before running their first payroll and ensure everything is in order when the DHA team reviews payroll records.
How to add your employees in QBO Payroll
Walks through how to add employees to QuickBooks Online Payroll. Helpful for clients onboarding new staff and wanting their employee records complete before the DHA team reviews their payroll setup.
How to set up paid time off in QBO Payroll
Walks through how to configure paid time off (PTO) policies in QuickBooks Online Payroll. Helpful for clients who want their PTO set up correctly before the DHA team reviews their payroll records.
How to run payroll and switch employees to direct deposit
Walks through how to run payroll and set up direct deposit for employees in QuickBooks Online. Helpful for clients managing payroll in-house before sharing their books with the DHA team, ensuring payroll records are accurate and up to date.