Inviting Precision to Provide a Proposal

If you are unable to provide us access to your accounting system, please provide us with the following reports: Export the below reports to Excel on Accrual Basis. Balance Sheet - YoY All Dates Date range: All Dates Columns: Years ...

Inviting Precision Financial, LLC as a QuickBooks Online User (using QB@PrecisionFinancialLLC.com) Instructions 1. Click on the gear icon in the top-right corner. 2. Go to Manage Users. 3. Go to Accounting Firms or Acco...

1 - Create a Portable copy of the QB file.  Instructions here: Create a portable company file      • Open QuickBooks and log in as an admin.      • Go to the File menu and select Create Copy...