u/idrawadventure

Client paid the full subscription for the wrong company, any fix?

Hey

So I have a client who we’re doing usual clean up work for.

On his account he has two companies both with very similar names. Johns Bakery LLC & Johns Bakery 123

The first company was a dummy which he used to test things.

The second was the actual company which has all the data which was recently migrated from QBD.

So when we migrated to QBO we asked him to pay for the migrated companies subscription. He accidentally paid for the dummy one, for a full year.

Is there any solution or quick fix, can I contact Intuit and get some type of credit?

I’ve been asking the client for 2 weeks now and he really doesn’t want to take the hit and purchase the other subscription.

Dummy is on Essentials other company is on Advanced.

Hey

So I have a client who we’re doing usual clean up work for.

On his account he has two companies both with very similar names. Johns Bakery LLC & Johns Bakery 123

The first company was a dummy which he used to test things.

The second was the actual company which has all the data which was recently migrated from QBD.

So when we migrated to QBO we asked him to pay for the migrated companies subscription. He accidentally paid for the dummy one, for a full year.

Is there any solution or quick fix, can I contact Intuit and get some type of credit?

I’ve been asking the client for 2 weeks now and he really doesn’t want to take the hit and purchase the other subscription.

I work for a very small accounting and tax firm. It’s basically just the owner, me, and a part-time senior. I’ve been here for about 3 months.

The thing is, I’m doing pretty much everything: following up on leads, booking meetings, onboarding clients, monthly bookkeeping, quarterly returns, corporate income tax, and answering client questions.

I’m often working from around 8am to 8pm, and I still haven’t been paid for May even though we’re already in the middle of June.

To be fair, when the owner does pay me, the pay is good. It’s also a startup, so part of me wonders if this is just the reality of a small business trying to grow.

But at the same time, I’m carrying a lot of responsibility, managing multiple clients, and the late salary is making me question whether this is sustainable.

What would you do?
• Stick it out and see if things improve?
• Look for another job while staying?
• Leave as soon as possible?

Would appreciate hearing from anyone who’s worked in a small firm or startup before

Hey so I have a client who has around 1200 transactions.

They started operations last year around August

The client only recorded sales and ar since inception up until date. No expenses or proper coa was set up, or suppliers

The task is to catch up all the books, reconcile the bank accounts (which is none existent at this point). And attach all the supporting documents which the client uploads onto each transaction.

My boss says this takes two weeks, anything more is too slow.

While you have your regular clients monthly client’s and returns and comms.

They have given pdf bank statements only, bank feeds don’t work with their bank.

How long are you committing to complete the task 😅

ChatGPT says that they are unreliable, I don’t want to set up a bank feed for the client if it is unreliable and will break.

Will much rather import the CSV of the bank statement anyone have experience in this?