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![]() ![]() Click on the blue “How do I choose the right tax-line?” link to learn more, or just skip ahead to step 8.If you have an opening balance on your account, you can enter that information now. QuickBooks recommends that you do not use tax-line mappings unless you are an accountant or tax professional. Step 3: Attach To A SubaccountYou most likely won’t be doing this, but you can choose to mark your account as a subaccount of another account.Write a description for your account, so that you will recognize it in your chart of accounts.Type in the corresponding routing number.A tax-line mapping is used by accountants to prepare the books for tax software and to run an Income Tax Preparation Report. The following fields are optional (though we recommend filling out the ones that are pertinent to your business). Click on the “Select From Examples” button if you need help.The account name is the only information that is absolutely necessary. ![]() Set Up Multi Users In Quickbooks How To Set UpBest of all, you can easily import your QuickBooks Desktop data into QuickBooks Online. QBO is easy to use, cloud-based, and affordable. Good luck!Overwhelmed by QuickBooks Pro? Maybe it’s time to switch to QuickBooks Online. If you’re new to accounting and want to give QuickBooks a spin, check out QuickBooks Online. Still Having Issues In QuickBooks Desktop Pro?If you encounter a problem while connecting your bank account to QuickBooks Desktop, check out the QuickBooks Community or call QuickBooks directly.Want to get the most out of QuickBooks Desktop? Take a look at our other Quickbooks Pro articles, including how to set up a chart of accounts and how to sync sales data to QuickBooks. When you connect your accounts, your username and password are also encrypted for your protection. Google chrome shortcuts for macIt’s the same QuickBooks Desktop software you love but with more users and advanced, industry-specific features, which we cover in our QuickBooks Premier review.
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